Process diagrams

When you are ready to add more details about the flow of your process, including alternate paths and swimlanes, you can switch to the process diagram view by selecting Process Diagram from the drop-down menu in the toolbar.

If this is the first time your process is viewed as a process diagram, a process diagram is created based on the contents of your discovery map, including flow lines, swimlanes, and start and end events.

Important: Subsequent changes that you make in the discovery map, such as reordering activities, might not be reflected in the corresponding process diagram and you will have to make the changes manually.

process diagram with six activities and a gateway

In the Process Diagram view, you can add new swimlanes and milestones using the buttons in the toolbar.

To add other diagram elements, hover over a flow line until the insert button appears, then click to insert an element.

To move an element between swimlanes or milestones, drag and drop the element to its new location. The connection lines are automatically redrawn to respond to the new placement of elements.

To move multiple elements, use Ctrl+click or Cmd+click to select the elements you want and then drag and drop them to their new location. Or, select the first element or several elements and then use Shift+click to select the last element and all other elements in the shortest path. Alternatively, you can toggle the Marquee Select button and draw a rectangle around the elements you want.

To copy multiple elements, select them in the same way, right-click, and select Copy. You can copy the elements to another flow in the same diagram or to a different diagram. Select the line where you want to paste them, right-click, and select Insert Copied Selection.

Tip: You can only move or copy multiple elements when they are contiguous; that is, they are all reachable within the selection.

To represent the details of your process, you can add elements to your process diagram, including activities, events, and gateways.