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Diagrams and Folders

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Diagrams and Folders

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When navigating a Model you will be able to see all the diagrams created in it as well as its Folders. Just navigate through diagrams and folders to view and review each diagram's definition by reading through the documentation.

 

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Processes status: Draft and Published

All Diagrams have a Status: Draft or Published, which is shown below its name. If the full name is not displayed, hover over the name to display it.

Every process that is under construction is by default in a Draft state. When the status is Published, it also displayed the date when an Editor published it.

 

To publish a diagram, make sure it has been reviewed and approved by all stakeholders. Editors can click on the three dot menu and select the option Publish.

 

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Publishing a process will promote it and make it available in My Process view for all the users involved in such process. This option is only available for Editors. (Once a process is published it can not be re-published).

When a process is Published, the action cannot be undone.

 

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A Published diagram can be edited by all Editors with access permissions (process flow and documentation using Bizagi Modeler desktop application). Thus, it can be Locked, using the check-in / check out functionality. To know who has a diagram locked for edition, hover over the lock_icon icon to display their name. Remember that the actual edition of a diagram is always done using the Modeler desktop application, by any Editor of the subscription who has access to it.

 

Bizagi Toolbar

The following is the toolbar displayed on the top of the Folder view.

It always presents the path of the Model selected on the left (as a breadcrumb to navigate back and forth).

On the right, the available options:

 

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ACTION

ICON

DESCRIPTION

Edit in Bizagi Modeler

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This option launches Bizagi Modeler to edit the diagram. This option is available when the user is an Owner or Editor. Refer to Editing Cloud Models for more information.  

Move to

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This option is available when one or many processes and/or folders are selected. Opens the model folder structure, allowing the user to select a new parent folder for the selected elements.

Properties

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Enables the edition of the Model's name and description. This option is available when the user is an Owner or Editor. Refer to Editing Model Properties for more information.

Invite People to Model

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This option displays the window to invite other people to collaborate. It is available when the user is an Owner. Refer to Sharing and collaborating for more information.

Show Comments

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Displays the comments panel to collaborate with team members. Refer to Comments for more information.

List View

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Displays the diagrams in List view.

Grid View

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Displays the diagrams in Grid view.

Search box

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Allows the user to search diagrams and folders. Refer to Advanced searches for more information.

 

Folders

Bizagi allows you to create Folders to organize all diagrams hierarchically in any way desired. When using Folders you will be able to see diagrams as well as sub-folders within a shared Model.

The options on the bar apply to the entire Model, and are displayed according to the permission level assigned to the user.

Child folders are shown above the diagrams, and are always listed (not shown in grid). Refer to Organizing your model for more information.

 

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Editor and Contributors can see all processes while other users in the subscription can see only published processes.

 

Folders are displayed by name. If the full name is not displayed, hover over the name to display it. You can select a folder by clicking on it's folder icon:

 

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To access Folder Options, click on the three dot menu located to the right of the folder.

 

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Rename: Changes the current folder name. For more information please refer to Modifying a folder.

 

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Delete: Deletes the folder. This action can only be performed when the folder does not contains any other folder nor diagram. For more information please refer to Deleting a folder.

 

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Move to: Opens the model folder structure, allowing the user to select a new parent folder for the selected folder. For more information please refer to Moving a folder.

 

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Moving a Diagram

To organize your diagrams and move them from one folder to another, they must be selected. To select a diagram, hover over it and then, a checkbox will appear; tick it to select your diagram.

 

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Once the diagram is selected, a Move To icon Websitel_39 will appear on the Bizagi Toolbar. This option is available when one or many processes and/or folders are selected. Opens the model folder structure, allowing the user to select a new parent folder for the selected elements.

 

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