Use the diagram view

The diagram view displays a drawing of a process map or a BPMN model on the Diagram tab.

The diagrams open in a standard diagram view by default. To change this setting to a full screen view, enable the Always open diagrams in full screen option. To switch between the standard diagram view and the full screen view for individual diagrams, click Full Screen or Exit Full Screen in the toolbar.

Standard diagram view

In the standard diagram view, this information is visible:

  • diagram title
  • diagram status
  • diagram-specific attributes

Full screen view

In full screen view, only the navigation breadcrumb is shown.

If the diagram you are viewing has more than one approved version, as a viewer, you see only the latest approved version. As a designer, you see the latest available version and its status: Draft or Approved. See Diagram versioning.

Process attributes

Click the Process Attributes tab to see a description of a business process and related documents. To be able to download documents, users must have the IDM-User security role.

For a BPMN model, these process attributes are auto-generated and shown when the applicable information is found in this BPMN model:

  • Process Trigger: A list of diagram names used in the Intermediate Link events
  • Roles: A list of role names that are used as names for the Lane elements
  • Activities: A list of all names of the Task elements

On the Diagram tab, you can also view the details of each element in the diagram. Select an element to view its attributes in the panel to the right. Deselect the element to close the panel. If the element has values for the Application Navigation attribute, and they are configured to be used as a drillback, you can navigate to the application screen described by this link. For more details, see: Application Navigation

In the diagram view, you can zoom in, zoom out, and view the diagram in full screen by clicking the icons on the toolbar.

Mining KPI shapes

If a diagram contains Mining KPI shapes, KPI data is retrieved from Mining when the diagram is opened. Each Performance Indicator displays the KPI value with threshold-based color-coding to indicate status:

  • Green: Good
  • Amber: Warning
  • Red: Bad

Additional information is available through the status icon:

  • Hover over a Mining KPI shape to display the status icon.
  • Click the status icon to open a window that includes:
    • The goal value
    • Threshold boundaries
    • A drillback link to the Mining Insights Viewer
Note: Mining KPI shape data are visible only to users with the Mining Viewer role. If you do not have this role, these shapes are displayed as a locked, non-clickable placeholders with the Mining KPI message.

Overview of icons used in the diagram view

This table provides an overview of the icons used in the diagram view:

Name Icon Description
Full Screen Full Screen Click the full-screen icon in the diagram view toolbar to expand the diagram view to full view.
Exit Full Screen Exit Full Screen Click the exit full-screen icon in the diagram view toolbar to exit full screen view and return to the diagram view.
Fit to Screen Fit to screen icon Click the fit-to-screen icon in the diagram view toolbar to auto-resize the diagram to fit the available space.
Zoom In Zoom In Click the zoom-in icon in the diagram view toolbar to increase the diagram size and view more details.
Zoom Out Zoom Out Click the zoom-out icon in the diagram view toolbar to decrease the diagram size.
Design Mode Design Mode Click the design mode icon to switch to the Process Map Designer or the BPMN Modeler and edit this diagram. This option is available only for users with the IPI-ModelerDesigner role. The icon is decorated with a yellow rectangle (dirty indicator) when you are viewing a draft version of a diagram.