Linking an area element to a process

Link an area element of a process map to a process. The dialog first offers the processes of the hierarchy element; without the Current Level Only filter, all others as well.

At the lowest level, the areas of a process map no longer point to a sublevel, but to the processes themselves. The dialog offers the processes that are assigned to the hierarchy element; you can lift this restriction with the Current Level Only checkbox.

Prerequisites

You are a BPM Manager.

You are on the Process Hierarchy page (main menu Processes > Process Hierarchy) in the Process Map tab.

The processes that you want to link are assigned to the hierarchy element — see Assigning a process to a hierarchy element. You can reach other processes via the Current Level Only filter (step 3).

Context

The purpose of setting up the process hierarchy is to group the processes for targeted navigation.

The area elements of the process map of a hierarchy element at the lowest level are linked to the corresponding processes.

Using the hierarchy elements of the individual levels of the process hierarchy, you finally reach a hierarchy element at the lowest level and from there the assigned or linked processes.

How to proceed

1. Next to the process map that you want to link, click ⋮ Edit links.

   The area elements that can be linked are displayed. Linked and not yet linked area elements are shown in different colors.

2. Select an element to link it.

   The dialog for linking area elements appears.

3. To also link processes that are not assigned to the hierarchy element, click the filter icon next to the Filter field and clear Current Level Only.

   The list now shows all hierarchy elements and processes of the entire process hierarchy, along with the processes that are not yet assigned to a hierarchy element.

4. Click the process that you want to link.

   The element is highlighted in color.

5. Click Create link.

   The area element of the SVG graphic is linked to the selected process and is highlighted in color.

   When you position the mouse pointer over the area element, a thumbnail of the process appears.

6. To link further area elements, repeat the steps from 2 onwards.

7. To complete the linking of the process map, click the icon for ending editing next to the process map.

   The process map appears in its normal colors again.

See also: Linking an area element to a hierarchy element