Assigning a Process to a Hierarchy Element

Assign imported processes to a hierarchy element. The linking dialog on the process map of that element then offers them to you directly.

Imported processes initially end up outside the process hierarchy: until you assign them to a hierarchy element, they remain on the right in the Search unassigned processes list. They only appear in the linking dialog of a process map once you switch off the Current Level Only filter there. Processes are assigned by drag and drop; for assigning many processes at once, there is a separate action, see Assigning Multiple Processes.

Prerequisites

You are a BPM Manager.

Context

The hierarchy elements of the process map levels are managed on the Process Hierarchy tab of the Manage Process Space page. Each hierarchy element groups either further hierarchy elements or, on the lowest level, the processes.

Assign imported processes to a hierarchy element. The linking dialog on the process map of that element then offers them to you directly.

The list of hierarchy elements, indented by level, and the processes already assigned are located on the left-hand side.

The processes not yet assigned are listed on the right-hand side.

Both lists are sorted alphabetically automatically.

How to proceed

1. In the main menu, select Settings and then Manage Process Space.

   The page for managing the process space appears with the Process Hierarchy tab.

2. Switch on Show processes.

   The Search unassigned processes list appears on the right.

3. To assign a process to a hierarchy element, drag and drop the process onto the hierarchy element.

   The process is placed under the hierarchy element.

4. To assign further processes, repeat step 3.

5. To confirm the changes to the process hierarchy, click Save.

See also: Assigning Multiple Processes