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Editing Cloud Models

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Editing Cloud Models

Overview

The ability to edit process flows and documentation (description, extended attributes, resources) is exclusively available through the Bizagi Modeler desktop. It can only be performed by those with Editor permissions for the model.

For both Workgroup and Enterprise plans, any Editor can edit existing models in the Subscription*.

For more information, refer to Sharing permissions levels.

 

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

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

 

All models stored in the Modeler Services repository 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 (using Bizagi Modeler desktop).

As soon as a model is checked-out becomes unavailable for other users to edit. All users 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 they cannot change the flow or documentation.

When your changes are ready click Check In. This unlocks the diagram so other users can edit it. All users are 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 Web Application and launch Modeler

 

 

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*Processes with Published status cannot be edited.

 

Edit a diagram using Bizagi Modeler

User with Editor privileges can open diagrams stored in the Modeler Services repository; and edit them as they require.

To edit a diagram:

 

1. Open Bizagi Modeler. Click the Files tab.

 

2. Click Open and select Modeler Services. Then click Browse.

 

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3. If you are not signed in, the Sing in window appears. Use your valid credentials to sign In to Modeler Services.

 

4. Once you log in, the Open Model window appears.

 

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5. Select the diagram that you want to edit.

Once you select a diagram, a warning appears. The diagram cannot be edited, because it is in read-only mode.

 

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6. In the Ribbon, click Check Out. Once you click this button, the diagram is locked for editing. No  other users can make changes until it is unlocked again.

You can also check out the diagram using the link displayed in the yellow bar under the Ribbon.

Your colleagues watching the diagram in the Web Application automatically receive a notification 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 Web Application will receive a notification to say that the diagram has been checked in.

 

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

Always check in your diagram when you're done working on it so others can make changes. If you don't, the diagrams remain in Read Only mode.

When you close Bizagi Modeler, you receive a prompt, asking you to release any diagrams that you’ve checked out. Click OK to automatically check them in.

 

Edit a diagram from the Web Application

When users views a model or diagram in the browser and have Editor access, they can edit a diagram through Bizagi Modeler.

 

1. To edit a Model, select the Edit in Bizagi Modeler option located in the three dots menu to the right of the model.

 

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

 

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This option is also available in any diagram. In this case, Bizagi Modeler opens the diagram directly and you can skip step 3.

 

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2. Once you click the icon, Modeler Services prompts you to have Bizagi Modeler installed 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. You can also select the "Don´t show again" checkbox to avoid seeing this alert in the future.

 

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3. Bizagi Modeler launches. Select the diagram you wish to edit.

When you chose the diagram to edit, a bar over the diagram appears with a warning that this 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 is locked for editing. No other users can make changes until you check the diagram back in.

You can also check out the diagram using the link displayed in the yellow bar under the Ribbon.

Your colleagues watching the Diagram in the Web Application automatically receive a notification that the diagram has been checked out for editing.

 

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5. Edit your diagram.

 

6. Once you finish your changes, release the diagram by clicking the Check In button. When you do this, the diagram will be unlocked so other editors can work with it.

Your colleagues watching the diagram in the Web Application automatically receive a notification that the diagram has been checked in.

 

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Model properties

You can change the name and description of any model, using either the Web Application or Bizagi Modeler. Only editors can change these properties.

 

From the Web Application

1. Click the Properties option located within the three dots menu to the right of the Model.

 

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

 

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3. Click Save to apply your changes, or click Cancel.

 

From Bizagi Modeler

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

 

2. Locate the Model Properties button in the Ribbon, within the Modeler Services section, and click it.

 

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3. The properties window appears. Change the name or the description here.

 

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4. Click Save to apply changes, or click Cancel.