Editing a Process Map
As a BPM Manager, you can use the integrated Process Map Editor to edit process maps created with it.
When you edit, the assignment is retained: if the draft has already been submitted for a particular hierarchy element, you can only submit it for that element again. The links of the area elements are retained in the process. If you want to break away from this assignment, use Save as New Process Map Draft to save a copy without this assignment.
Prerequisites
You are a BPM Manager.
Context
You can easily edit a process map or its draft using the Process Map Editor.
The edited process map can be saved as a draft and assigned to a hierarchy element in the Process Space by submitting it.
If the process map draft was assigned to a hierarchy element when it was first submitted, then after editing it can only be submitted for that hierarchy element. The existing links are retained.
If you want to save a copy of the process map draft without this assignment, for example to be able to reuse it as a template, use the Save as New Process Map Draft command.
The process map can also be saved as a graphic so that you can insert it into other documents.
Restriction: Process maps imported as SVG files cannot be edited in the Process Map Editor.
The operating areas of the editor and the steps within it are described in Using the Process Map Editor.
How to proceed
You have two ways to open a process map in the editor:
- To edit a process map used in the process hierarchy, select Processes > Process Hierarchy in the main menu and there, on the Process Map tab next to the process map, ⋮ Edit process map as draft (if a draft already exists, Edit existing draft).
- To edit an existing draft of a process map, click the draft under Drafts on the Process Maps tab.
The Process Map Editor appears with the process map. Edit it as described in Using the Process Map Editor.