Actions on the folder contents
When a folder is selected in the tree view, you can see the folder contents in the panel on the right side. You can choose to display the contents in this panel as a tiles view or a grid view.
To add folder contents, click the
button in the bottom right corner and select the type of content to add:- Folder - see Adding folders
- BPMN Model - see Creating a BPMN model
- Process Map - see Creating a process map
The folders and models are represented as cards in tiles view and as rows in the grid view. You can apply various actions on the folder contents.
This table gives an overview of the actions that are available in this panel:
Action | Icon | Description |
---|---|---|
Tiles View | The folder content is displayed as cards. | |
Grid View | The folder content is displayed in a grid. | |
Sort | Sort the contents shown in tiles view. Only one sorting criterion can be applied at a time. The default sorting is by sequence if a user has defined a sequence for this folder; otherwise, the default sorting is based on alphabetical order and applies to all contents (folders and models). | |
Filter on status | Filter the contents of a folder shown in tiles view based on the model status approved or draft. In grid view, you can apply this filter in the Status column. | |
Select | Enter multi-select mode in tiles view. You can now select multiple cards and apply an action, such as delete. Individual item actions are not available in multi-select mode. | |
Cancel Selection | Exit the multi-select mode. This action is available only in tiles view and is visible only after | is clicked once.|
Select/Deselect All | Select all items in this view. This action is available only in tiles view and is visible only after | is clicked once. Click again to deselect all items.|
Cut | In multi-select mode, this action becomes enabled after you
select one or more process models and/or subfolders to be moved to
another location. From the menu of a process model tile, select this option to move only this model.See also . |
|
Copy | In multi-select mode, this action becomes enabled after you
select one or more process models and/or subfolders to be copied to
another location. From the menu of a process model tile, select this option to copy only this model.See also . |
|
Paste | This action becomes enabled after you use the Copying and moving folder content. | or action. Click to move or copy the content into the current folder. See|
Approve selection | This action becomes enabled after you select one or more models or folders. When applied, this action approves any models from this folder and all its subfolders that are in Draft status and skips the ones that are approved. In tiles view, this action is also available as Approving or creating a draft for several process models. | in the menu of a draft model tile and as in the menu of a folder tile. See|
Draft selection | This action becomes enabled after you select one or more models or folders. When applied, this action creates a draft for the approved models from this folder and all its subfolders and skips the ones that already have a draft version. In tiles view, this action is also available as Approving or creating a draft for several process models. | in the menu of an approved model tile and as in the menu of a folder tile. See|
Download List of Changes | This icon is visible after a folder comparison is performed. Click to download a differences report CSV file. | |
More | Click to see a content menu with item specific icons. This action is available in tiles view. | |
Edit | In the tiles view, select this option from the Note: In grid view,
double-click a row to edit.
|
menu of a folder tile to edit the folder
properties.|
View | In the tiles view, select this option from the | menu of a process model tile to open this model in the BPMN Modeler or Process Map Designer, as applicable. In grid view, double-click a row to open a model in its modeler view.|
Compare | From the | menu of a tile that represents a BPMN Model, select this option to start the Compare BPMN Models tool.|
Delete | From the Note: In grid view, you must
select the row by using the check box and then click the
icon.
|
menu,
select this option to delete this item. This action is available in
tiles view. |
Search | Search for text contained in the name of a folder, a BPMN model name, or a process map name. By searching, you are applying a filter to the details view. The search term is visible in a tag. You can remove a search term by clicking the tag. | |
Clear All | Remove all search tags at one time. | |
Compare Folders | Click this icon from the toolbar of the Process Designer to start the folder comparison tool. |