Using the Process Map Editor

The working areas of the Process Map Editor and the steps from shape element to submission — both for creating and for editing.

The Process Map Editor works the same way for creating and for editing. This page describes its working areas and the steps within them; how to open it is described in Creating a Process Map and Editing a Process Map.

Prerequisites

You are a BPM Manager.

The Process Map Editor is open.

Context

The Process Map Editor provides the following working areas.

Upper Toolbar

The toolbar provides functions for the draft as a whole. When you position the mouse pointer over an icon, the function is displayed.

• New Draft
• Open Draft
• Save Draft, Save as New Process Map Draft
• Delete Draft
• Import PMMN File as Draft
• Export Diagram
• Print Draft
• Undo
• Redo
• Translate into Other Languages
• Change Participants

Left Toolbar

The toolbar provides functions for creating, grouping, deleting, duplicating and arranging draft elements.

When you click a shape icon or the text icon, a corresponding element is created and is located under the mouse pointer so that you can position it in the process map.

The text can also be edited in the Properties when it is part of a group consisting of a shape element and a text element.

Please note: A group is linked as a whole. If you ungroup a group in a process map that is already linked, it loses its link.

Zoom Icons

You can change the display size step by step within a certain range or fit the diagram size to the window.

Properties

The Properties area on the right can be expanded and collapsed.

Here you can define the Fill Colour of the elements if the Colour option is enabled under Manage Process Space in the Modeler Settings tab.

How to Proceed

1. To add a shape element, click a shape icon in the left toolbar, drag it to a free position and click to create it.

   The element is created.

2. To label a shape element, click the text icon in the left toolbar, drag it onto the shape element to be labelled, click to create the label and enter the text.

   The shape element is labelled.

3. To group a shape element and a text element so that they can be moved together, select them and click Group Selection. The reverse is called Ungroup.

4. To edit a text element, select it, expand the Properties and edit them.

5. To save the draft, click Save Draft in the upper toolbar.

   The draft is saved under the name entered. It appears on the Drafts page.

6. To save the diagram as an SVG or PNG file, click Save as SVG Graphic File or Save as PNG Graphic File in the Export Diagram submenu in the upper toolbar.

   The draft is saved in the default download directory.

7. To add the draft to the process hierarchy as a process map, click Submit at the top.

   The Submit as Process Map dialog appears.

8. To submit the process map, select the hierarchy element it is to be assigned to and click Submit.

   The draft is submitted as a process map for the hierarchy element. This process map can be edited again as a draft.