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Attachments in the Cloud diagrams

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Attachments in the Cloud diagrams

Overview

Attachments are files such as images or documents added to your diagrams to achieve complete documentation.

All your attachments are stored in Modeler Services secure servers and can be reused as many times as you want within your models.

 

For both Workgroup and Enterprise plans, any Editor can upload attachments to any model in the Subscription.

For more information, refer to Sharing permissions levels.

 

Managing attachments

To manage the files attached to your models, open the Cloud Attachment window:

 

1. Open Bizagi Modeler and log in to Modeler Services.

Open the diagram where you want to manage attachments by selecting the File tab > Open > Modeler Services > Browse.

 

2. Click the Cloud Attachments option located within the Tools group in the Tools tab of the Ribbon.

 

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3. When you select this option, the Cloud Attachment window appears.

 

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In this window you can add attachments without restrictions, as long as you have available space. You can rename your files, and delete them if you need to free up space.

The Cloud Attachment window is described below:

 

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1. Storage bar: Displays the storage used out of the total storage space available, according to your subscription and the number of editor licenses purchased. The storage is displayed in Megabytes (MB).

 

2. Search field: Lets you to search any file uploaded to the cloud by its name or a part of it.

 

3. Upload button: Lets you add attachments to your models. For more information refer to Add attachments.

 

4. Number of files: Displays the number of files you uploaded in Modeler Services or the number of files that meet the search criteria (when searching).

 

5. Files: displays a table with the uploaded files, with the following columns:

oFile actions: refer to file actions for more information.

oName: The file name including its extension.

oSize: The size of the file in KB, or in MB when the size exceeds 1024 KB.

oModified by: The user name of the last person who saved a change in the file. When you hover the mouse pointer over this column, you can  see when this file was modified.

This table is sorted by file name and has five records per page.

 

Add attachments

You can add attachments to your models and also link them to any of your diagrams using the extended attributes.

There are some file types that you can upload to Modeler Services repository:

 

File extension

File type

File extension

File type

.bmp

Bitmap Image File

.png

Portable Network Graphic file

.bpm

Business Process Model file

.ppt

PowerPoint Presentation file

.csv

Comma Separated Values file.

.pptx

PowerPoint Open XML Presentation

.doc

Microsoft Word Document file.

.psd

Adobe Photoshop Document file

.docx

Microsoft Word Open XML Document file.

.rtf

Rich Text Format file

.dwg

AutoCAD Drawing Database file

.txt

Plain text file

.gif

Graphical Interchange Format file.

.xls

Excel spreadsheet file

.html

Hypertext Markup Language file.

.xlsb

Excel Binary spreadsheet file

.ico

Icon file

.xlsm

Excel Open XML Macro-Enabled spreadsheet file

.jpg

JPEG image file

.xlsx

Microsoft Excel Open XML spreadsheet file

.json

JavaScript Object Notation file

.xml

XML file

.pdf

Portable Document Format file

.vsd

Visio Drawing file

 

If you try to use an unsupported file type, Bizagi displays a warning message showing that the file cannot be uploaded.

 

1. Open the Cloud Attachment window as mentioned before.

 

2. Click the Upload button.

 

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3. The file dialog appears. Select the file and click Open.

 

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4. The file will appear in the list and adds to the consumed storage in the Storage bar. In the example presented, the file appears at the top of the list, because the list is ordered alphabetically.

 

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File actions

The first column of the files table display the actions available per each file:

 

Action

Icon

Description

Download file

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Save the uploaded file to your local machine.

Rename file

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Change the name of the selected file keeping the original extension. Any change you make in the name will record your user name as the latest editor in the Modified by column. This option only appears when you hover the mouse pointer over the current file name.

 

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Remove file

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Delete the selected file from the Modeler Services repository. This action cannot be undone and helps you to free up space from your purchased storage. The file will be removed from the list right away.

WARNING: If a file is linked to a task and is deleted, the task may still display the link. We recommend unlinking the file from all tasks before deleting it to avoid causing error messages.

 

Link Cloud files to models

Once you have uploaded your files to the Modeler Services repository, you can link them to any diagram of your model. Follow these steps to link files:

 

1. Open the model from Modeler Services. You need to be the owner of the model or an editor.

 

2. Open the diagram where you want to link the files hosted in Modeler Services and check it out to lock it for editing.

 

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3. Select any element of the process diagram and open the extended attributes.

 

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4. Select or create an attribute where you can load files (File). Then, click Link file from Cloud button.

 

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5. The Select attachment window appears. In the files table, select the Link file action in the first column.

 

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6. The file name appears in the Extended attributes box. Finally, once you finish your changes, release the diagram by clicking Check In Diagram.