Creating a process map 2.0

  1. Select Process Designer.
  2. Select the folder where you want to add the map.
  3. Click +Add and select Process map, or right-click the folder name and select Add > Process map from the context menu.
  4. In the Process Map Designer, specify a name for the process map so you can save it.

Work with Process Maps in Process Designer

In Process Designer, process maps appear as cards or as rows in the grid view of a folder. From the folder view, you can use the toolbar actions or the menu on each process map card.

Work in the Process Map Designer

In the Process Map Designer, you can:

  • Build the map using shapes from the elements palette.
  • Manage map versions.
  • Use toolbar icons to perform actions.

Overview of icons on Process Map Designer toolbar

This table shows 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 Viewer to see this diagram in viewer mode.
Close Close Close the Process Map Designer and return to the folder view in Process Designer.