Create views

You can create different views for different audiences. In a view, you include what you want to show an audience and exclude what the audience does not need to see.

Examples for using different views of process models:

  • A model contains both user activities and elements for technical implementation. The audience wants to focus on the technical implementation.

  • A model contains different variants of one process. The audience should only view one variant.

  • A model contains the expected path of a process and a number of exceptions. The audience doesn't need to see the exceptions.

You can create as many views as you need.

Create and change views

  1. Extend the right panel and scroll to Views. All available views are listed.

    • To create a new view, click Create new view.

    • To configure an existing view, click the view.

    The view configuration opens.

  2. In the configuration, select the objects to exclude from a view.

    You can preview the result and the original diagram.

  3. Enter a name and a description for your view.

  4. Click Save changes.

Navigate the view configuration

Click and drag a preview to scroll to other areas of the diagram.

Use the zoom slider to zoom in and out of the diagrams.

By default, you move both diagram versions in the preview. To move the diagrams separately, disable Synchronous Scrolling.

Edit a view

You can exclude all Comments , Data objects, IT Systems, or Roles above the original view.

  • Data objects: contains data objects, data storage and messages

  • IT Systems: contains IT systems

  • Roles: contains pools, lanes, collapsed pools and additional participants

  • Comments : contains all comments on the diagram

You can show or hide each element. In the original view, disable elements to exclude them from a view.

For pools, you have additional options. Select an option from the drop-down list at the bottom of the pool.

  • Pool is opened: The pool and its content are included in the view. You can define view options for all contained elements.

  • Pool is collapsed: The pool content is not shown.

  • Only content: No roles that are defined by the pool and its lanes are shown. Message flows attached to the pool are hidden.

  • Pool is hidden: Neither the pool nor its content is included in the view. Message flows attached to the pool are hidden.

When you uncheck a pool, all elements in that pool are excluded from a view.

To keep the original diagram size and the original placement of the shown elements, disableReduce free space.

The preview is refreshed after every change.

Duplicate a view

To create a duplicate view from an existing view, follow these steps:

  1. Click the original view to open it.

  2. Edit the view.

  3. Click Save as duplicate....

  4. Enter a name for the new view and click OK.

    A new view is created.

Delete a view

  1. Click the view to open it.

  2. Click Delete view.

  3. Confirm the deletion in the dialog.

    The view is deleted.

Editing views from within the Editor

It is possible to include or exclude diagram elements from one or multiple views while editing a diagram--without opening the views configuration. This makes it fast and easy to edit existing views.

  • Choose one or multiple elements.

Changes in the include option can be applied to single or multiple elements
Changes in the include option can be applied to single or multiple elements

  • Behind each view that is stored in the attribute editor. check boxes will appear. Those can be empty, checked or, if multiple elements were selected, colored green:

Only some of the selected elements are included in the view, but not all.

Checked

All selected elements are included in the view.

Empty

None of the selected elements is included in the view.

  • Check or uncheck the boxes, to add/remove the elements selected from one of the views.

Check views while modeling

When you have views available, you can check while modeling if an element is visible in a view.

Open the view panel and click an element. The view which contains the element is marked.

Exporting views

You can include views when you export a diagram as an SVG, PNG, PDF, or a BPMN 2.0 XML file. The SGX export contains all views for a diagram. Read more about exporting diagrams in section Downloading/exporting diagrams.