Creating views

When process models become more complex, the readers often get confused by the amount of information. The view functionality allows you to hide certain process parts and to control the information given to certain readers.

Typical examples for using specific views of diagrams are:

  • A process model contains functional activities as well as parts that are solely relevant for the technical realization of the process. The reader, however, has to focus on the functional parts.
  • A process model contains different variations of one process, but the reader is only supposed to see one variation.
  • A process model contains not only the ‘happy path’ -the path a process would usually take - but also a number of exceptions. However, the reader only needs to see the ‘happy path’.

The views feature allows users to create as many views as needed. The tools for creating, editing, removing and getting information about a view can be found by extending the attribute editor and scrolling to Views.

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View settings are being adjusted for the selected elements

Here you can add and see all existing views.

There are two possibilities of editing views: The views configuration is a special dialog to edit one view at a time, whereas it is possible to edit many views at a time in the Editor.

Creating and editing views

New views are created from within the attribute panel. Extend it from the right border and scroll to Views.

If the Views are not extended, click the “+” symbol in front of it or the title itself:

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Expand the ‘Views’ section in the attribute editor on the right

Now you can see all existing views. To gain more space, collapse the other categories of the attribute editor, e.g. the Main Attributes, by clicking on its title or the minus-symbol.

Create a new view by clicking on Create new view or the button in front of it:

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Create a new view

To open the views configuration for an existing view, click its name:

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Select a view to open its view configuration dialog

The view configuration opens:

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The view configuration dialog provides a preview for the diagram and the view created

The view configuration contains two previews: one showing the original diagram and the other one showing the result. The original view also provides the possibility of adding or removing certain elements from the resulting view.

Read more about how to edit a view at Editing a view using the views configuration.

Editing a view using the views configuration

The views configuration provides many tools to adapt a view to your requirements.

It is possible to:

  • Name and describe a view: Fill in the fields in the upper right corner
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A name and a description can be added for each view

  • Show or hide an element: In the original view, every element has a checkbox attached to its upper right corner. An element is included in the current view if the checkbox is green and checked - a red, non-checked checkbox excludes an element from the view.
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This element will be included in the view ...

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... this won’t.

To include or exclude it in or from the view, you need to set or remove the hook from an element. The resulting preview on the right will refresh immediately.

  • Configure pools: Pools can be configured even further. Each pool has a text field attached to the middle of its bottom. A drop down list appears when clicking on it. Choose one of the four options:
    • Pool is opened: The pool and its content will be included in the view. However, it is still possible to define the view options for all its elements contained.
    • Pool collapsed: The pool is displayed as a “black box”, the process contained is not shown.
    • Only content: No roles that are defined by the pool and its lanes will be shown, but only the contained process including additional process participants. Also, message flows attached to the pool will be hidden.
    • Pool is hidden: Neither the pool nor its content will be included in the view. Also, message flows attached to the pool will be hidden.
  • Hide all elements of one type: To e.g. create a view without any IT-specific details, it is possible to hide all IT-systems. Also, comments, data objects and roles can be hidden. To hide one of these element groups, remove the hook in front of it at the top of the views configuration:
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Exclude all IT-systems from the view by deselecting the option above the preview

You can also adjust the view configuration by (de)activating the following check boxes:

  • Data objects: Include data objects, data storages and messages.
  • IT Systems: Include IT systems.
  • Roles: Include pools, lanes, collapsed pools and additional participants.
  • Reduce free space: Remove empty space that was occupied by elements not included in this view.

After configuring the view according to your requirements, click Save changes.

Duplicating a view

Sometimes, two different views on a diagram are almost the same. In those cases, it is possible to use an existing view to create a duplicate view. Open the template view, apply the changes and click Save as duplicate... to create the new view.

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‘Save as duplicate’-button in the view configuration dialog

Add a name for the view and click OK:

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Enter a name for the copy

The duplicate will be created and can be found with the others in the attribute editor.

Removing a view

To remove an existing view, click its title in the attribute editor to open it in the views configuration. Then click the “Delete view button:

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Delete a view

Confirm the following dialog box. The view will then be removed.

Editing views from within the Editor

It is possible to include or exclude diagram elements from one or multiple views while editing a diagram–without opening the views configuration. This makes it fast and easy to edit existing views.

  • Choose one or multiple elements.
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Changes in the include option can be applied to single or multiple elements

  • Behind each view that is stored in the attribute editor. check boxes will appear. Those can be empty, checked or, if multiple elements were selected, colored green:
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Only some of the selected elements are included in the view, but not all.

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Checked

All selected elements are included in the view.

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Empty

None of the selected elements is included in the view.

  • Check or uncheck the boxes, to add/remove the elements selected from one of the views.

Exporting views

You can download specific views by exporting a diagram as an image, PDG or a BPMN 2.0 XML file and choosing a specific view in the process. The SGX export contains all views that were created for a diagram. If you would like to know more about exporting diagrams, please go to the chapter Downloading/exporting diagrams.