Ribbon

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Ribbon

Overview

The Ribbon contains the main controls to manage each Process Model. These are organized into different tabs, and are described below.

 

Home tab

The following is the Home tab displayed when you first open Bizagi Modeler, and you are working on local-stored models.

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Clipboard

Paste

Use default formatting

Paste the contents of the clipboard into the diagram keeping the source formatting and all the copied shapes and Swimlanes (the source shapes' size is kept even if it was customized). For more pasting options, click here.

Only Swimlanes

Paste the copied Swimlanes keeping its source formatting (current and/or customized formatting). Shapes contained on them are not pasted. For more pasting options, click here.

Only Swimlanes with default formatting

Paste the copied Swimlanes keeping the default formatting. Shapes contained on them are not pasted. For more pasting options, click here.

Avoid Swimlanes

Paste all the shapes contained on the copied Swimlanes keeping its current formatting (current and/or customized formatting). Pools, Lanes and Milestones are not pasted. For more pasting options, click here.

Avoid Swimlanes, using default formatting

Paste all the shapes contained on the copied Swimlanes keeping the default formatting. Pools, Lanes and Milestones are not pasted (the source shapes' size is kept even if it was customized). For more pasting options, click here.

Cut

Remove the selection from the diagram and put it on the clipboard.

Copy

Copy the selection from the diagram and put it on the clipboard.

Model

Resources

Add, edit or remove resources. These are the roles, systems or people that execute activities.

Validate

Check for modeling errors on the active diagram.

Info

Show the diagram information.

Share

Allows to share your model using Bizagi Modeler cloud services. When you are NOT logged in to Bizagi Modeler or working on a model not owned by you, this option will display a pop-up window allowing you to Start a free trial or learn more about Bizagi Modeler plans.

Mining

Import

Process Mining allows the process discovery based on existing execution logs, to visualize all the possible paths a process  is being executed, reflecting a full picture of activities as they were actually performed.

Diagram

Simulation View

Bizagi Modeler allows simulation your business processes under the BPSim (Business Process Simulation) to support decision making and boost their continuous improvement.

Formatting

 

 

Font

Change the font face.

Font Size

Change the font size.

Grow Font

Increase the font size.

Shrink Font

Decrease the font size.

Bold

Make the selected text bold.

Italic

Italicize the selected text.

Underline

Underline the selected text.

Strikethrough

Draw a line through the middle of the selected text.

Font Color

Change the color of the text.

Color

Change  the background behind the selected text or restore to the default formatting.

Text alignment

Change the alignment of the text.

Clear Formatting

Remove custom formatting, leaving only the plain text.

Editing

 

Find

Find text in the model.

Select

Select elements in the diagram.

Delete

Clear formatting from selected elements or delete selected elements

Review

Spelling

Open the spell-check feature to proof text entered in the process and documentation.

View more information about the Spelling review option.

Discover

Process Library

Opens a new browser taking you to the Process Library and display all models stored in Bizagi Modeler cloud services.

Run Workflow

Turn your Process into a running applications. Visit www.bizagi.com  for more information.

Bizagi Platform

Learn more about Bizagi's BPM Suite

Online Courses

Provide access to E-Learning sites.

 

Home tab changes slightly when you work on Model stored in Bizagi Modeler cloud.

A new menu and a new set of options under Modeler Services menu are displayed. Options will be enabled or disabled depending on whether you are the owner of the model or not.

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Model

Share

Allows to share your model using the cloud services. This option is available using a Bizagi Modeler plan, when you are the owner of the current model.

Properties

Opens the model cloud properties

Work Online

Enables an offline model to be back online, after being offline, to synchronize all changes.

Diagram

Check Out

Locks the diagram in other to avoid other Editors to perform changes. This option is available when the diagram is Read Only.

Check In

Releases the diagram in other to let other Editors to perform changes. This option is available when the diagram is being editing by you.

Comments

Opens the Comments panel to let your teammates to make comments, This option is not available when you are the owner of the current model.

Revisions history

Opens the Process Library to let you view the model's revision history.

 

Format tab

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Layout

Align

Align selected elements. It is possible to align them to the top, bottom, left and right of the diagram.

Align Horizontal

Align the selected items horizontally.

Align Vertical

Align the selected items vertically.

Distribute horizontally

Distributes selected elements with even horizontal spaces between them.

Distribute vertically

Distributes selected elements with even vertical spaces between them.

Formatting

Font

Change the font face.

Font Size

Change the font size.

Grow Font

Increase the font size.

Shrink Font

Decrease the font size.

Bold

Make the selected text bold.

Italic

Italicize the selected text.

Underline

Underline the selected text.

Strikethrough

Draw a line through the middle of the selected text.

Font Color

Change the color of the text.

Shading

Color the background behind the selected text.

Text alignment

Align text: center, left and right.

Clear Formatting

Remove custom formatting, leaving only the plain text.

Text direction

Changes the text position either horizontally, vertically from the top to the bottom or vertically from the bottom to the top on the following shapes: sequence flows, events, gateways. The following elements are not supported: Task, Pool, Lane, Milestone, Annotation artifact, Rich text artifact, Header artifact

 

View Tab

 

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MENU OPTION

SUB OPTION

DESCRIPTION

View

Lock

Locks/ unlocks the diagram for editing (read-only).

Zoom

Zoom In

Enlarge the view of the model.

Zoom Out

Reduce the view of the model.

Scale

Apply a preset zoom level for quick enlargement or reduction of the diagram (100% default).

100%

Apply a 100% zoom to the normal diagram size.

Fit to Diagram

Scale the page so that the entire diagram fills the viewing area.

Zoom to selection

Scale the page so that only the selected elements of the diagram fill the viewing area.

Pan

Display a view of the page at a smaller magnification to browse through the diagram.

Freeze

Freeze Milestones

Keeps Milestones' titles visible while you scroll to another area or zoom in the diagram.

Freeze Lanes

Keeps Lanes' titles visible while you scroll to another area or zoom in the diagram.

Show

Black and white

Change the color mode of the diagram to black and white.

Hide artifacts

Visually hides the artifacts in the diagram. It does not allow to include new artifacts in the diagram if the option is enabled.

Grid

Display grid lines for visual reference to aid alignment of a diagram's elements.

Highlight

Presentation actions

Highlight the diagram elements that contain actions in presentation mode.

Spelling mistakes

Displays an icon per each shape that has spelling mistakes found in text. When you click the icon, the spelling mistakes edition window appears.

Alignment

Align to grid

Automatically aligns an element to the nearest intersection of lines in the grid.

Smart align

Automatically aligns diagram elements to the grid in relation to one another.

Panels

Reset Layout

Reset the position of the panels to their default value.

 

Publish Tab

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Process documentation

Word

Generate a Word file of the model and all its documentation.

PDF

Generate a PDF file of the model and all its documentation.

Excel

Generate an Excel file of the model and all its documentation.

Web

Generate a Web file of the model and all its documentation for web browsing.

SharePoint

Export and publishes the model to SharePoint.

Wiki

Export and publishes the model to Wiki.

Publish options

Exclude artifacts

When enabled, the application does not include artifacts on the publishing.

Black and white

When enabled, it exports the publishing in black and white colors.

Exclude unused resources

When enabled, the application does not include resources which have not been included on any task's basic element properties' RACI Responsibility Roles. It means, the publishing includes only the resources which were used at least in one task.

 

Export / Import Tab

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Export

Image

Export the active diagrams as an image.

Visio

Export the model as a Visio file.

XPDL

Export the model as a XPDL file.

Attributes

Save the extended attributes as a XML file.

BPMN

Export the model as a BPMN file.

Import

Visio

Create a new diagram based on a Visio file.

XPDL

Create a new diagram based on a XPDL file.

Bizagi

Create a new diagram based on a Bizagi file.

Attributes

Import extended attributes from a XML file.

BPMN

Create a new diagram based on a BPMN file.

 

Tools tab

 

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MENU OPTION

SUB OPTION

DESCRIPTION

 

Tools

Cloud Attachments

Shows a list of all attachments uploaded to the opened model. This option is only available when the model is saved in the cloud.

Attachments

Shows all the attachments in the model: the element to which the attachment relates and the corresponding file name.

Element Count

Shows the count of diagram elements by type. The table displays a list of Processes by name, and the number of Events, Gateways, Sub-processes and Tasks.

Custom artifacts

Shows the Custom Artifacts Types Manager to create, edit, delete, export and import custom artifacts.

Company logo

Allow customization of a user-defined logo, once the model's documentation is ready for generation.

Team collaboration

Categories

Lists all the categories available in the local Team collaboration to be managed.

Delete comments

Enables the possibility to delete all comments in the local Team collaboration.

 

Help tab

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Help

Help

Displays this User Guide.

Video tutorials

Guides you to Bizagi's video tutorials.

Support forums

Access to the online support forums.

Process Xchange

Access to the Bizagi's Process XChange process templates and discussion forums.

Community

Register

Bizagi Modeler community registration.

Tell a Friend

A link that enables you to share Bizagi Modeler with clients, colleagues and friends.

 

About

Take a tour

Takes you to a short tour through the main features of Bizagi.

Release notes

Information on the current release.

About

Information about Bizagi Modeler.

 

File - New

 

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MENU OPTION

SUB OPTION

DESCRIPTION

New

Blank Model

Creates a new blank model.

 

File - Open

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Open

Recent Models

Lists all Models, stored locally or in Bizagi Web Application, to be opened.

Bizagi Cloud

Enables the option to open an existing Bizagi Cloud Model.

This PC

Enables the option to open an existing Local Model.

 

File - Save All / Save As

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Save All

N/A

Saves all the diagrams opened in your workspace.

Save As

Bizagi Cloud

Allows you to save the Model in Bizagi Modeler cloud.

This PC

Allows you to save the Model locally.

 

File - Print

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Print

Print

Selects a printer, number of copies and other printing options to print your diagram.

Print Preview

Onscreen preview of the diagram in print layout mode, allowing layout modifications prior to printing.

Print multiple diagrams

Print multiple diagrams at the same time in high quality definition (vector printing).

 

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For the Print and Print Preview options, you must select at least one diagram before selecting the corresponding button, otherwise the application notifies you through the message "Open the diagram you want to use for this action".

 

File - Send & Publish

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Send Using E-Mail

Send as Attachment

Send a copy of the model as an attachment in an email message

Send as Images

Send the model as images in an email message.

Send as XPDL

Send the model as an XPDL file in an email message.  

Publish Documentation

Word

Generate a Word file of the model and all its documentation.

PDF

Generate a PDF file of the model and all its documentation.

Web

Generate a Web file of the model and all its documentation for web browsing.

SharePoint

Export and publish the model to SharePoint.

Wiki

Export and publish the model to Wiki.

Export to Others Formats

Image

Export the active diagrams as an image.

Visio

Export the model as a Visio file.

XPDL

Export the model as an XPDL file.

Attributes

Save the extended attributes as an XML file.

Other Versions (Model v 1.6)

Export the model to the 1.6 version of Bizagi Modeler (.bpm).

 

File - Privacy

This option is available for Professional plans.

 

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MENU OPTION

DESCRIPTION

Yes, I'd like to share information on how I use Bizagi

By checking this option, you allow Bizagi to collect information on how you interact with the software, to analyze how to constantly improve Bizagi Modeler and its features.

Bizagi Modeler Privacy Policy

Directs you to the privacy policy URL.

 

File - Account

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Account

Process library

Opens a new browser taking you to the Process Library and display all models stored in Bizagi Modeler cloud services.

User information

Show the information of the current logged user. If no user has logged in, click Sign in.

To edit your account information, click Edit account. This option is not available for Enterprise plans.

To log out the session, click Switch account.

Subscription details

Show the following information of your plan.

Storage used.

 

You have available the following links:

oManage users: if you are the owner of the subscription, allows you to add or remove users to your subscription.

 

File - Options

 

General options

 

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MENU OPTION

SUB OPTION

DESCRIPTION

User Interface Options

Language

Change the Bizagi Modeler language.

Date format

Select the predefined date format you wish to use in your application.

Enable right to left writing

Enables all text fields to input text from right to left. Specially useful for RTL languages.

Enable shapes automatic text edition

When you drag and drop any shape into the diagram, the application automatically enables its text edition. Otherwise you must manually edit it. By default, this option is enabled.

Custom Options

Customize BPMN elements

Launch the wizard that sets the element's default sizes

Custom Artifacts

Opens the Custom artifacts management window

Printing Preferences

Launch the wizard that sets the default printing configuration settings.

Alerts

Warn element type changes

Displays a warning message when an element changes type. Unintentional change of type may result in data loss.

Warn when too many tabs are opened

Displays a warning message when the model (the .bpm file) has more than 10 diagrams (tabs) opened. When there are more than 10 diagrams opened the performance of the Modeler might get affected.

 

Documentation options

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Text area properties

N/A

Choose the default font and color for your extended documentation. By default, black Segoe UI 8 is chosen.

General Settings

Logo

Allow customization of a user-defined logo, once the model's documentation is ready for generation.

Extended attributes

Import

Import the extended attributes from XML file.

Export

Export the extended attributes from XML file.

Word Templates

Word Templates

Select a Word template (.dot file) to generate Word documentation.

 

Proxy options

 

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A proxy configuration can only be used in Enterprise subscriptions.


Last Updated 11/20/2023 3:38:22 PM