General Process Functions

The icon menu on the process page provides general and role-specific functions.

Which entries the icon menu shows depends on your role and on whether the process has already been released. The table below lists each function together with the roles that are allowed to call it.

Overview of the functions

The icon menu on the process page allows you to:

display the process diagram
share the process diagram
add the process to your favorites (or remove it from them)
switch on notifications for the process (or switch them off), see Notifications
⋮ access further functions, some of which depend on your role and some of which are only available once the process has been released

Functions	Process User	Process Participant	Process Contributor	Process Owner	BPM Manager	Designer
Export version (CSV, SVG, BPMN XML)	✓	✓	✓	✓	✓	✓
Print version	✓	✓	✓	✓	✓	✓
Share process	✓	✓	✓	✓	✓	✓
Create review				✓*	✓*
Edit version as draft					✓	✓
Display release process (visible as soon as a release process is running for the revision)				✓	✓
Analyze risks**			✓*	✓*	✓*
Roles and permissions				✓	✓
Validity and version information				✓*	✓*
Hide process				✓	✓
Show process again				✓	✓

* Process must be released

** also for Risk Managers of the Process Space

Export version

Context

You can export the process version to a file in CSV (Comma-Separated Values) or SVG (Scalable Vector Graphics) format.

The CSV format allows process information to be provided in text form, for example for Microsoft Excel. The elements of the process are output line by line (type, content, participant, description, etc.).

The SVG format outputs the process diagram as a scalable vector graphics file.

How to proceed

To export a process as a CSV or SVG file, go to the process page, click ⋮ at the top right and then click Export version as CSV or Export version as SVG in the menu.

The browser’s standard dialog for opening or saving a file appears.
Select the application with which the file is to be opened, or save the file.

Print version

Prerequisites

At least one process element to be printed must be selected.

Context

You can output the process information on a printer, for example also as a PDF.

For printing, Bpanda uses the mechanisms of the respective browser. Note that some print settings can only be made in the browser menu under Print>Page Setup….

You can select the elements to be printed in a dialog.

How to proceed

To print a process, go to the process page, click ⋮ at the top right and then click Print version in the menu.

The Select elements to print dialog appears.
Clear the check boxes of the elements that are not to be printed.
To print the selected elements, click Print selected content.

The Print dialog appears.
Make the print settings and confirm them with OK.

The selected content of the process is output on the printer.

Context

You can share the process, or a selected element, with others by generating a link to the specific version or to the currently valid process version. If you select a particular version, the link leads exactly to the selected process version or revision. A link to the currently valid version always leads to the version that is valid at any given time. You therefore do not have to replace it when a new version becomes valid.

A shared link always leads to the detail view that you selected when creating the link. If, for example, the link is to lead directly to the Guide tab, you can specify this before generating the link.

You create links to a particular process element by selecting it.

This is how you make your processes and individual elements easily accessible to others.

The selected link is saved to the clipboard. The link has the structure “Process ‘<Process name>’, <Version>, <Tab>” and refers to the process or to a particular element in the corresponding tab of the process page.

How to proceed

To share a process, go to the process page and click Share process at the top right.

The dialog of the same name appears.
To share a process element, select the element on the process page in the List or Guide tab and click ⋮ Share process.

The dialog of the same name appears.
To copy a link to the specific version or to the currently valid process version to the clipboard, click the corresponding link.

The link to the process or to an element in a specific version or in the version that is valid at any given time is copied to the clipboard.
Copy the link from the clipboard, for example into an email, in order to share the link with others.