Creating a process map

To start the Process Map Designer, you must add a process map to a folder in Content Explorer:

  1. Select Process Designer.
  2. Select the folder where the process map will be created.
  3. Click +Add and select Process Map.
  4. In the Process Map Designer, provide a name for the process map so that it can be saved.

In Content Explorer, the process maps are displayed as cards or grid rows in the folder details view. From the folder view, you can edit or delete the process maps.

This table gives an overview of the icons used on the Process Map Designer toolbar:

Action Icon Description
Version History Version History Open the Version History widget in the left panel.
Save Save Save changes made to this process map.
Save a Copy Save a Copy Save a copy of the process model to the selected location. The same references to registry entries and file attachments are reused.
Viewer Mode Viewer Mode Switch to Process to see this diagram in viewer mode.
Close Close Close the Process Map Designer and return to Content Explorer.