Editing Cloud Models

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Editing Cloud Models

Overview

The ability to edit process flow and documentation (description, Extended attributes, Resources) is exclusively available through Bizagi Modeler desktop. It can only be performed by those with Editor permissions over the Model.

 

You can open a model stored in the Cloud using Bizagi Modeler and edit it as you always do.

You can view a model stored in the Cloud through a browser with your Bizagi Cloud account, and launch Bizagi Modeler desktop to edit it.

 

All models stored in the cloud use a Check-in / Check-out Diagram functionality that prevents users from overwriting changes in a single diagram. When a model is shared, all its diagrams are locked (checked-in) for edition.

To change a process, check-out the diagram and make the adjustments (only available from Bizagi Modeler desktop).

As soon as it is checked-out it will automatically be unavailable for other users to edit. All users will receive a notification that the diagram is checked out, plus the name of the user who checked it out.

All users sharing the diagram can still view documentation and make comments, but will not be able to change the flow or documentation.

When changes are finished click Check In. This will release the diagram from any other user to edit it. All users will be notified that the diagram is available for editing.

 

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If you have Editor's permissions over a model and you want to edit a diagram do one of the following:

Open the Model using Bizagi Modeler desktop.

Open the Model using Bizagi Cloud Website and launch Modeler desktop

 

 

Edit a diagram using Bizagi Modeler

User with Editor access can open diagrams stored in Bizagi Cloud, and edit them as they require.

To edit a diagram:

 

1. Open Bizagi Modeler. Click in File tab.

 

2. Go to Open and select Bizagi Cloud. Then click on Browse.

 

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3. If you are not signed in, the Sing in window will display. Use your valid credentials to Sign In to Bizagi Cloud.

 

 

4. Once you log in, the Open Model window will be displayed.

 

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5. Select the diagram that you want to edit.

Once the diagram is selected, a warning will be displayed. The diagram cannot be edited, for it is in Read only mode.

 

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6. In the Ribbon, click Check Out. Once you click this button, the diagram will be locked for editing. No users can now make changes.

This action can also be performed from the link displayed in the yellow bar under the Ribbon.

Your colleagues watching the diagram in Bizagi Cloud will automatically receive a notification to say that the diagram has been checked out.

 

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7. Edit your diagram.

 

8. Once you finish your changes, simply release the diagram by clicking the Check In button. By doing this, the diagram will released to other Editors to perform changes.

Your colleagues watching the diagram in Bizagi Cloud will receive a notification to say that the diagram has been checked in.

 

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note_pin

Check Out Diagram and Check In Diagram buttons will only Lock/Unlock the diagram itself, not the whole model.

Always check in your diagram once you're done so that others can make changes. If you don't, the diagrams will remain in Read Only mode.

On closing Bizagi Modeler, you will receive a prompt, asking you to release any diagrams that you’ve checked out. Hit OK to automatically check them in.

 

Edit a diagram from Bizagi Cloud Website

When a user views a model/diagram via browser and has Editor access, he/she is able to edit a diagram through Bizagi Modeler.

 

1. To edit a Model, click Edit in Bizagi Modeler (EditModel_01) icon located in the bottom of the model you want to edit. When you place the mouse over the icon it will be highlighted.

 

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This button is also available in the workspace of your model at the right side of the toolbar.

 

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This button is available in any diagram. In this case, Bizagi Modeler will open the directly the diagram and you can skip step 3.

 

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2. Once you click on the icon, Bizagi Cloud will prompt to have Bizagi Modeler installed in order to edit models. If you don't have Modeler installed, you can click the link to download it.

If you have Modeler installed click OK.

 

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3. Bizagi Modeler will launch. Select the diagram you wish to edit.

When you chose the diagram to be edited, a bar over the diagram will be displayed warning that this diagram cannot be edited because it is in Read only mode.

 

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4. In the Ribbon, click Check Out. Once you click this button, the diagram will be locked for editing. No users can now make changes.

This action can also be performed from the link displayed in the yellow bar under the Ribbon.

Your colleagues watching the Diagram in Bizagi Cloud will automatically receive a notification warn them that the diagram has been checked out.

 

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5. Edit your diagram.

 

8. Once you finish your changes, release the diagram by clicking the Check In button. By doing this, the Diagram will released to other Editors to perform changes.

Your colleagues watching the Diagram in Bizagi Cloud will automatically receive a notification warn them that the diagram has been checked in.

 

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Model properties

You can change the name and description of any model, either via the Bizagi Cloud website or Bizagi Modeler. This properties can only be changed by Editors.

 

From Bizagi Cloud website

1. Locate the Properties button, this button can be found in the model box, or in the Model's toolbar.

 

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2. The properties window will display. You can change the name and the description here.

 

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3. Click Save to apply changes, otherwise, click on Cancel.

 

From Bizagi Modeler

1. Follow steps 1 to 4 in Edit a diagram using Bizagi Modeler section.

 

2. Locate the Model Properties button in the Ribbon, within the Bizagi Cloud section, and click on it.

 

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3. The properties window is displayed. Change the name or the description here.

 

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4. Click on Save to apply changes, otherwise, click on Cancel.