To watch a movie that shows you how to create a business process diagram, click here.
To... | Do This... |
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Add an element to the diagram | From the Process Elements in the palette, select the element type and click in the editor window. Activities (Task and Sub-Process elements) and Decision Points (gateways) are stacked in the palette. To select an element from the stack, click the down arrow at the element and make a selection. After adding a sub-process element to the editor, double-click the sub-process to link it to a new or existing simple process diagram. |
Move an element | Select the element and drag it to a new location in the diagram. |
Resize an element | Select the element and drag a sizing handle in the selection frame. |
Rename an element | To replace a name, click the element and begin typing. To edit a name, double-click the element and place the cursor in the name. |
Add a sequence flow connector between elements in a simple process or within a single pool in a business-to-business process | In the palette, select Connector and click a source and target element for the flow. |
Set sequence flows as default or non-default | When you add exit sequence flows from Decision Point (Exclusive) or Decision Point (Inclusive) gateways, the first sequence flow you add is designated as default; subsequent flows are designated as non-default. To change a non-default flow to default, right-click the flow and select Properties. In the Sequence Flow section, change Is Default to True. |
Add a message flow connector between elements in different pools in a business-to-business process | In the palette, select Connector and click a source and target element for the flow. In the palette, select Message and position the cursor on the message flow connector between two pools. Click when the plus sign is displayed. (The connector must not have a message already.) There must be enough space between pools to add a message; otherwise, you cannot create the message. |
Add text | Use a Note (Text Annotation). Use the Connector element to create an Association between a Note and another element. |
Add a data association | Add an activity and a data object. Connect the two in the direction of the data flow. |
Reposition an association or a connector name | Click the name and drag it to a new location. |
Edit an association label | Select the association and begin typing, or
double-click the association. Note: By default, if no label is defined,
the label is not shown. After a label is defined, it is displayed.
You can change this behavior in the preferences. You can also right-click
an association and click Show/Hide label.
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Set properties for an element | Right-click and select Properties to
change the name, appearance, or tag. You can also open the Properties
view by clicking the Show view icon To permanently
dock the view, right-click the Properties icon |
Set trigger types for Start and Intermediate events | Right-click, select Properties, and set a trigger type. |
Set result types for an End event | Right-click, select Properties, and set a result type. |
Zoom in on your view of the editor | In the palette, click Zoom and click an area in the diagram. |
Zoom out in your view of the editor | In the palette, click Zoom, hold the Shift key, and click an area in the diagram. |