Process Models - Workgroup

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Process Models - Workgroup

Overview

The Models view is the default collaboration view. All process models appear for all users who are editors or contributors in all plans. They can see the processes they own and the ones that have been shared with them to collaborate in their definition.  

 

This view displays all the Models that are owned by the logged user, as well as the ones that have been shared.

Each model displays some options according to the permission levels assigned to the user:

Owner all options are available

Editors can collaborate by editing and adding comments to the model.

Contributors can navigate through the model and comment but they do not have edition permissions.

 

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Navigating through a model

To navigate a Model and its processes, click the Model's name.

Within Models, Bizagi lets you organize your processes using Folders to achieve any hierarchy and organization you want. Create as many folders as you need. You can even create folders within folders with no restriction to the number of levels.

 

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Diagram Display

List and Grid View

Display diagrams in List or Grid View by clicking on the corresponding button in the toolbar, the default view is Grid.

 

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When the List view is selected

When the Grid view is selected

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If the grid view is selected a diagram's thumbnail is visible, whereas if the list view is selected only basic information appears, without a thumbnail.

 

Model options

Models are displayed by name, with their description right below it. When the full name or description is not displayed, hover the mouse pointer over the name to display it.

Bizagi offers several actions you can perform on your model when you click the three dot menu to the right of your model's name.

 

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Websitel_12 Edit in Bizagi Modeler: Launches Bizagi Modeler to edit the model. It is available when the user is an Owner or Editor. Refer to Editing Cloud Models for more information.  

 

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Websitel_13Properties: Edit 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.

 

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Websitel_15 Share model: Displays the window to invite other people to collaborate. This option is available when the user is an Owner. Refer to Sharing and collaborating for more information.

 

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trash Delete: This option is available when the user is an Owner. Refer to Deleting a Cloud Model for more information.

 

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There is another option in the Process Models section regarding models:

Create a new process model: This option is available when the user is an editor. Simply select the plus icon Plus_icon, it deploys a window to enter the name of the new model along with its description and save it.

 

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In Model options

Inside a model there are several actions to perform on your processes, folders and value chains when you click the three dot menu by element's name.

 

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These options are:

Websitel_13 Rename: This option is available when the user is an editor of the model, it deploys a window to change the name of the element (For value chain diagrams it is possible to change its description).

 

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trash Delete: This option is available when the user is an editor of the model, it deletes the element after you verify the action in a confirmation window.

 

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Websitel_39 Move to: This option is available when the user is an editor of the model, it deploys a window to change the location of the element in the folders of the model.

 

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Aside from the three dot menu, there are two more options inside a model:

Create a new folder: This option is available when the user is an editor of the model. Select the plus icon Plus_icon, it deploys a window to enter the name of the new folder and create it:

 

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Create a new a value chain: This option is available when the user is an editor of the model. Hover the mouse pointer on the plus icon Plus_icon and select the create Value Chain diagram ValueChain_icon1 option, it deploys a window to enter the name of the new value chain diagram along with its description and save it:

 

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Follow this link for more information about value chains.