https://process-maps.software/ 2026-04-18T06:56:51+00:00 https://process-maps.software/ https://process-maps.software/lib/exe/fetch.php?media=wiki:favicon.ico text/html 2023-10-16T08:31:14+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:010_the_process_map_preview_tab&rev=1697437874&do=diff Process Map Preview Tab The Map Preview allows users to interactively navigate between map content: * The Map Preview enables read-only access for existing maps * Map content can be displayed, used for navigation and the grey command buttons can be shown. text/html 2022-08-30T11:50:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:020_creating_a_process_map&rev=1661853002&do=diff Create a Process Map Process maps are stored in M-Files like any other object. They can be tagged with metadata, versioned, and quickly found using the search function. Complete the following steps to successfully create a process map in M-Files: text/html 2022-08-11T14:05:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:030_the_process_maps_designer_-_user_interface_overview&rev=1660219556&do=diff Process Maps Designer - User Interface Overview Make yourself familiar with the interface by moving the mouse over the buttons (tool tips). * Top toolbar (see Designer Toolbar and Handling Basic Shapes) * Left sided menu (see Left Side Menu) * Drawing area (canvas) - in the middle * Navigator - bottom left (switched off by default) text/html 2021-04-14T21:27:01+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:040_creating_a_drawing&rev=1618428421&do=diff Create a Drawing The screen concept is similar to other design programs. Standard shapes can be selected in the upper toolbar. After selection, the cursor changes to a cross and you can draw a shape by click-drag. Use drag & drop to add M-Files objects from the left-hand pane. The right-hand pane contains icons depending on the notation of the map, the standard shape library, Smart Nodes, and the Properties menu from the Properties tab. text/html 2022-08-02T17:08:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:060_toolbar_overview_and_basic_shapes&rev=1659452915&do=diff Designer Toolbar and Handling Basic Shapes The Process Maps Designer contains a great toolbar with different areas, standard drawing shapes and attribute options, e.g. example lines, fills, colors, text size, shadows. * Left Menu (see Left Menu) * text/html 2022-08-18T14:00:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:070_keyboard_shortcuts_mouse_and_zoom_control_page_mode&rev=1660824054&do=diff Keyboard Shortcuts, Mouse and Zoom Control Numerous shortcuts help you to interact even faster with the canvas. These shortcuts only work if the focus is in the map. If unsure, click on the empty canvas and then use the following shortcuts: Shortcut text/html 2022-08-22T11:32:54+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:080_polygons_and_polylines&rev=1661160774&do=diff Polygons and Polylines Standard shapes can be selected in the middle of the upper toolbar. As usual you can use the mouseover functionality to get an idea which element you will create. * Create simple straight lines by clicking the button. Your cursor changes to a cross. Start drawing by simply clicking on the canvas, holding down the left mouse button and dragging. text/html 2022-08-22T11:34:14+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:090_connecting_symbols_and_shapes_with_lines&rev=1661160854&do=diff Connecting Symbols and Shapes with Lines A process is represented as a coordinated (parallel and/or serial) set of tasks that are linked together to achieve a common business purpose. Process links are lines that connect the various tasks of the process. In this way, events and tasks can be visually represented in their logical sequence in the process flow: text/html 2022-08-26T09:17:25+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:100_lines_fills_and_shadows&rev=1661498245&do=diff Lines, Fillings and Shadows The format attributes can be set using the drop-down menus at the top right-hand of the toolbar. There are three different menus: * Line Format drop-down menu to change lines or borders (color, shape). * Form Format text/html 2022-08-22T11:35:55+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:110_grid_and_snaplines&rev=1661160955&do=diff Grid and Snaplines * Show / Hide Grid * Show / Hide Snaplines When moving shapes with the left mouse button pressed, snap lines appear to help you align the shape. You can also activate a grid in the top bar to get a standard alignment grid. If you want to move more finely, for example with free form representations, disable both options in the top toolbar. text/html 2022-08-22T12:00:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:120_controlling_behavioral_aspects&rev=1661162459&do=diff Control Behavioral Aspects (Container, Moveable, Deletable) The shape behavior can be set via the context menu: * Containers take up other elements so that they remain in their position. You can add elements to a container by dragging and dropping them onto the container. When the elements are stored in the container, this is symbolized by a blue overlay. text/html 2022-08-29T12:14:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:130_formatting_text_objects&rev=1661768044&do=diff Format Text Objects Texts can be found as various elements on a process map: * In the upper toolbar, you will find text elements with and without borders. * There may be special text elements in the symbol notation libraries (e.g. annotation symbol). Also, notation symbols consist of both a graphical aspect and text labels. text/html 2022-08-30T09:02:53+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:140_inserting_images_via_clipboard_drag_drop_and_m-files_objects&rev=1661842973&do=diff Insert Images Symbol images from other applications, scalable graphics and other image files can be added to the process map. Do not use too large image files on your process maps, as this may increase the loading time in the Designer and within the Map Preview. Try to work with standard shapes and text/html 2022-08-11T14:02:27+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:149_left_side_menu&rev=1660219347&do=diff Left Side Menu On the left side of the Process Maps Designer is a menu that allows M-Files content to be added to the maps: M-Files Views When you open the Process Maps Designer, the views located in your M-Files Vault appear in the left side menu. text/html 2022-08-22T13:42:43+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:150_standard_shape_library_incl._use_of_green_ports&rev=1661168563&do=diff Standard Shape Library The right-hand side of the Process Maps Designer contains various libraries with symbol elements of the respective modeling notation and other elements to create process maps. The shape library with standard shapes such as callouts, arrows, triangles or squares and stars is located below the symbol notations. text/html 2022-05-30T13:43:13+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:155_storage_tab&rev=1653910993&do=diff Storage Tab The Storage Tab is an improvement since version 2.0 that allows content to be easily reused on different maps and in different document vaults. This makes it very easy to create corporate design building blocks and keep them centrally so that modeling is faster and your users can share predefined content. text/html 2022-08-22T13:45:51+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:156_general_properties&rev=1661168751&do=diff General Properties (Custom Background) By default the drawing canvas is white. This is good and preferable especially when you draw maps for process visualization. However, if you create a home screen or information pages that accompany central views, you may want to change the background to a color. text/html 2022-08-22T13:57:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:160_properties_tab_-_general_and_with_selected_symbols&rev=1661169460&do=diff Properties Tab * If an option is not used it is displayed in light grey font. * The grey option hook lets you choose if an option is deactivated (activated by default). * Entries can be edited with the pencil symbol. * The plus symbol entries can be added to the selected area. text/html 2022-08-22T10:13:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:170_alignment_sizing_and_distributing_objects&rev=1661156004&do=diff Edit Elements There are numerous functions to edit the elements on the canvas. The handling of the user interface is similar to what you know from other design applications. Move and modify * To modify an element, select it with the left mouse button. You will notice that the element is provided with different colored ports after the click. text/html 2022-08-18T14:43:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:180_container_objects_subprocess_symbols&rev=1660826608&do=diff Container Elements Some elements serve in the symbol notation or within the process map as so-called container elements. They can pick up other elements and ensure that they remain in place when the entire container is moved. Containers can be used very well to model sub-processes or jump targets. text/html 2022-08-29T12:23:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://process-maps.software/doku.php?id=user_guide:020_basic_components_of_the_design_environment:190_process_maps_views&rev=1661768583&do=diff Process Maps Views By installing Process Maps to your vault, the system automatically adds a view called Process Map Objects. This is by default positioned in the root view but can be moved elsewhere. The Process Map Objects View contains other views that return objects that shall be used in the maps (e.g. people, departments, projects) and most certainly documents. In this view, sub views can be created to simplify the selection of appropriate objects in the