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Working with the BPMN Editor

When you open a model from the service panel, a second tab will open, displaying the model on the diagram pane. This is where you design your BPMN model.

The diagram pane consists of different areas:

  1. Diagram Pane

  2. Model Toolbar

  3. Elements Toolbar

  4. Designer Panels

bpmn_editor_sections.png

Customizing the Diagram Panel

You have several options to adjust the diagram pane. When you open the pane for the first time, the default view is displayed:

  • The Diagram Pane is displayed in the centre at the top
    (refer to chapter Modeling BPMN for further information)

  • The Execution Pane is displayed below the diagram pane
    (refer to chapter Modeling Execution for further information)

  • Four Designer Panels are shown in the left sidebar

    • The Service Panel

    • The Controls Panel

    • The Attributes Panel

    • The Validation Panel

bpmn_editor_default.png

Refer to Customizing Editors and Panels for detailed information about panel management in general.

Modeling on the Diagram Pane

While modeling, some general functionalities help you to browse through your model, and to adjust your working location within the model. Refer to Customizing Editors and Panels for more details.

In addition to the standard panels that are active by default (like e.g. Attributes Panel or Validation Panel), the BPMN editor comes with an Overview panel. Activate this panel by clicking its icon in the top right corner. You can use this panel to navigate in your BPMN model. This is useful when the BPMN model is large and expands beyond the visible canvas.

The Overview Panel displays your model and a blue frame, representing the content shown on the diagram pane. If you wan to quickly change your working location in large models, you can move the frame to change the visible part of the model:

overview_panel.png

You can use the Overview panel to zoom in or out of the model. Hover over the right bottom corner of the blue frame. The cursor changes and you can resize the frame:

overview_zoom.png

Refer to Customizing Editors and Panels for detailed information about panel management in general.

The Toolbars

Two toolbars are available for work on the diagram pane:

The Model Toolbar

The model toolbar assists you during modeling on the diagram pane:

model_toolbar.png

Enabled options are highlighted in blue:

toolbar_enabled_options.png

The following table explains all available tools:

Tool Icon

Tool Name

Description

bpmn_toolbar_export_icon.png

Export

Use this option to export your BPMN model in JSON format.

bpmn_toolbar_share_icon.png

Share

If you use option Share, the URL of your BPMN model is copied to the clipboard and you can paste it elsewhere, for example in an email.

bpmn_toolbar_hide_icon.png

Hide Execution Pane

Use this option to hide the execution pane. This allows to gain more space during modeling.

bpmn_toolbar_toggle_grid_icon.png

Toggle grid

Use this option to enable or disable the grid on the diagram pane. The grid supports you during modeling: If the grid is enabled, elements snap to the grid points.

bpmn_toolbar_horizontal_icon.png

Insert/Remove horizontal space

Use this option if you need more or less space on the diagram pane. Click on the pane to display the start line, the second click marks the end line and defines the size of the area to be added. To add space, click from left to right to define the area. If you want to delete a horizontal space, click from right to left to define the area.

bpmn_toolbar_vertical_icon.png

Insert/Remove vertical space

Use this option if you need more or less space on the diagram pane. Click on the pane to display the start line, the second click marks the end line and defines the size of the area to be added. To add space, click from top to bottom to define the area. If you want to delete a vertical space, click from bottom to top to define the area.

bpmn_toolbar_undo_icon.png

Undo

Undo the previous action you performed in...

  • ... one of the Designer editors (except mapping editor).

  • ... the Implementation folder of the service panel.

If you click Undo in one of the Designer editors, this may also have an effect on the Implementation folder in the Service panel if you performed your previous action there.

bpmn_toolbar_redo_icon.png

Redo

Redo your previous action (after undo).

The Elements Toolbar

The elements toolbar contains all BPMN elements that you can create on the diagram pane. By default, the elements toolbar only displays the icons of the available BPMN elements. But you can also expand the toolbar using option Collapse at the bottom. In its expanded version, the names of all elements are also displayed:

elements_toolbar_open.png

In chapter Supported BPMN Elements all elements and their specific properties are described.

Drag the element you want to create from the toolbar and drop it on the diagram pane:

drag_object_to_canvas.png

Another way to create a bpmn element is to click on the element in the toolbar, switch to the editor and click again. To cancel the operation, press the Esc key.

The Diagram Context Menus

Various context menus support the user during modeling on the diagram pane:

Elements Context Menu

Icon

Description

If you click on an element, the element context menu opens. You can use it to create new elements instead of using the elements toolbar.

Choose one of the icons to create the corresponding element. If you create a new element using the context menu, the relation to the current element is drawn automatically.

In addition to the BPMN elements listed in the context menu, you can create additional elements from the elements toolbar:

These elements cannot be connected to others.

end_event_icon.png

See End Event

plain_event_icon.png

See Plain Event

message_event_icon.png

See Message Event

timer_event_icon.png

See Timer Event

service_task_icon.png

See Service Task

user_task_icon.png

See User Task

receive_task_icon.png

See Receive Task

exclusive_gateway_icon.png

See Exclusive Gateway

parallel_gateway_icon.png

See Parallel Gateway

Tools Context Menu

Icon

Description

If you right click on an element, the tools context menu opens. Use it to edit the current element.

bpmn_cm_delete.png

Delete the element.

bpmn_cm_copy.png

Copy the element.

bpmn_cm_cut.png

Cut the element.

bpmn_cm_paste_format.png

Paste format of the element.

bpmn_cm_to_front.png

Bring the element to the front.

bpmn_cm_to_back.png

Send the element to the background.

Extended Tools Context Menu

Icon

Description

If you have selected more than one element on the pane, the tools context menu is enhanced with additional options.

The number of displayed options depends on your selection on the diagram pane.

cm_align_left.png

Align left

cm_align_right.png

Align right

cm_align_center.png

Align center

cm_align_top.png

Align top

cm_align_bottom.png

Align bottom

cm_align_middle.png

Align middle

cm_autolayout.png

Auto layout

cm_distribute_horizontally.png

Distribute horizontally

cm_distribute_vertically.png

Distribute vertically

bpmn_cm_align_relation.png

Align relation

Relation Context Menu

Icon

Description

Right-click a relation to open the relation context menu. Only these options are applicable to relations.

bpmn_cm_delete.png

Delete the relation.

bpmn_cm_paste_format.png

Paste format of the relation.

bpmn_cm_to_front.png

Bring the relation to the front.

bpmn_cm_to_back.png

Send the relation to the background.

bpmn_cm_align_relation.png

Align the relation.

Diagram Context Menu

Icon

Description

With a right-click on the diagram pane itself, you open the diagram context menu.

bpmn_cm_paste.png

Paste a copied element.

Shortcuts

Shortcut

Description

Arrow down

Moves the selected element(s) downwards by increments of one gridline. If no elements are selected, the whole diagram pane is moved downwards.

Arrow left

Moves the selected element(s) to the left by increments of one gridline. If no elements are selected, the whole diagram pane is moved to the left.

Arrow right

Moves the selected element(s) to the right by increments of one gridline. If no elements are selected, the whole diagram pane is moved to the right.

Arrow up

Moves the selected element(s) upwards by increments of one gridline. If no elements are selected, the whole diagram pane is moved upwards.

Ctrl + 1, 2, 3 ... 9

Opens the tab corresponding to the chosen number. The first nine opened models are offered for activation. Press a number to activate the corresponding model and bring it to the foreground.

Ctrl + A

Selects all elements on the diagram pane.

Ctrl + Arrow down

Moves the selected element(s) downwards by increments of one pixel.

Ctrl + Arrow left

Moves the selected element(s) to the left by increments of one pixel.

Ctrl + Arrow right

Moves the selected element(s) to the right by increments of one pixel.

Ctrl + Arrow up

Moves the selected element(s) upwards by increments of one pixel.

Ctrl + C

Copies the selected element(s) to the clipboard.

Ctrl + D

Closes the active model window.

Ctrl + Mouse Wheel

Reduces (scrolling down) or enlarges (scrolling up) the zoom factor of the model.

Ctrl + Shift + D

Closes all tabs and switches to explorer tab.

Ctrl + V

Generates copies of the selected element(s).

Ctrl + X

Cuts the selected element(s) and copies them to the clipboard.

Ctrl + Y

Repeats editing steps that have been undone.

Ctrl + Z

Undoes previous editing steps.

Ctrl + left mouse button

Allows you to add or remove individual elements from the selection one by one.

Del

Press Del to remove selected elements from the diagram pane.

Esc

Pressing the Esc key aborts the following processes:

  • adding a new element

  • closing a dialog

  • drawing a relation

  • moving elements

  • reattaching a relation

  • changing the relation path

  • creating an image

  • changing the name of an element

Mouse Wheel

Moves the model up or down.

Shift + Mouse Wheel

Moves the model to the right (scrolling up) or left (scrolling down).

Shift + Page down

Switches to the next tab from left to right.

Shift + Page up

Switches to the next tab from right to left.

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