Edit Diagram

Description of the function:

Edit the diagram associated to the item

Item class	Type of diagram
Process	Process diagram (UML activity diagram or BPMN collaboration or BPMN choreography) or process landscape
Phase, Sub-Process, Activity	Process diagram (UML activity diagram or BPMN collaboration or BPMN choreography)
Work product overview	Work product map, architectural cartography
Role group	Role map, organizational chart

Steps:

1. Select the item to modify and press the button.

2. Start to edit the diagram

Main concept:

The editor allows to create or to modify diagrams containing graphical items. The graphical objects can then be connected to process items to detail the object attributes and links. One graphical object can be connected to only one process item but a process item can be connected to several graphical objects (different views).
In the generated process web site, a hyperlink is created for each graphical item linked to a process item (and if relevant a popup will be also generated).
To add a graphical object, click on the corresponding button and then click in the work area to select the object location.
Most graphical objects can be link together:
- either select the two objects and click on the link button (or right click on 'link' item in the popup menu)
- or select the first object, click on the link button (or right click on 'link' item in the popup menu) and click on the second object
Graphical objects can be grouped (select the objects, right click and select Group in the popup menu), and ungrouped (select ungroup in the popup menu)
Graphical objects can be moved up, front, to front, to back (right click and select the corresponding item in the popup menu)
There are 4 available notations:
- UML 2.x notation
- Artistic notation
- Custom notation
- BPMN notation

Here are the toolbar functions:

Save
Save and export the schema as an image (png format) or as a csv file
Cut the selected graphical items
Copy the selected graphical items
Paste the items in the clipboard
Copy the diagram to the clipboard so to paste it in another application
Undo
Resize the editor work area
Switch between first langue and second language
Double click mode: define if double click lead to item attributes edition or graphical properties edition
Toggle grid
Edit item attributes or link the graphical item to the process item if the graphical item is not linked
Edit graphical item properties
Add a: - UML activity - BPMN task - BPMN Sub-Process - BPMN transaction - BPMN Event Sub Process To link to one of the following process object: Activity, a Macro activity or a Phase			Refer to edit 'activity graphical properties' to see how to configure the graphical properties of the object.
Add a: - BPMN gateway - UML decision or merge node	Refer to 'Edit Decision Node (UML) / Gateway (BPMN) graphical property'
Add a: - BPMN gateway - UML initial node - UML final node - UML Flow final node - UML accept event action - UML time event action		Refer to 'Edit Event Graphical properties'
Add a vertical fork/join node		Allows the synchronisation between several activities
Add an horizontal fork/join node
Add a link between 2 objects: - Sequence flow - Message flow - Association			Refer to 'Edit link properties' to see how to configure the graphical properties of the link.
Add a: - UML interruptible region (an interruptible region is an area where events can occur) - BPMN group
Add an UML expansion region			In the example to the right, the sequence ‘Activity 1’ – ‘Activity 2’ is performed in parallel for each object in the set.
Add a: - UML swimlane - BPMN pool - BPMN lane
Add: - text - BPMN text annotation			Refer to 'edit line properties' to see how to configure the graphical properties of the object.
Add a rectangle			Refer to 'edit line properties' to see how to configure the graphical properties of the object.
Add an ellipsis
Add a line			Refer to 'edit line properties' to see how to configure the graphical properties of the object.
Add an image. The image can then be linked to any item.			Refer to 'edit image properties' to see how to configure the graphical properties of the object.
Add a graphical item corresponding to a Role			Refer to 'edit role graphical properties' to see how to configure the graphical properties of the object.
Add a graphical item corresponding to a Work product			Refer to 'edit work product graphical properties' to see how to configure the graphical properties of the object.
Add a user story			Story mapping is a Agile technique based on workshops and visual management used to clarify a project scope and to elicit Epics and Stories starting from narrative flows of high level tasks or from business processes. Stories are associated to each task of the narrative flows or each task of the business processes.

Edit activity graphical properties:

How to edit activity graphical properties?

1. Perform one of this
- select the activity and click on the 'Edit graphical item properties' button
- double click on the activity with Double click mode button set on "graphical properties edition" value
- right click on the activity and select "Edit name and graphical properties" in the popup menu

2. Fill and validate the following dialog box
Edit activity graphical properties dialog box

2.1 Name (first and second language): name of the activity in the first and second language. Note that these names are replaced by the process item names when the graphical item is linked to an existing activity item.

2.2 Font: font name, size and color for the activity name

2.3 Graphical representation: choose the graphical representation using the radio buttons

UML notation	Use of the standard UML notation. No additional choice
Artistic notation	Select the predefined image
Custom notation	Select your own BMP image
BPMN notation	2.3.1 Select the activity type: Task: a BPMN Task is an atomic Activity within a Process flow. It is used when the work in the Process cannot be broken down to a finer level of detail. A BPMN task corresponds to a Eunomia Process Builder activity item. Sub-Process: a Sub-Process is a BPMN Activity whose internal details have been modeled using BPMN Activities, Gateways, Events, and Sequence Flows. It corresponds to Eunomia Process Builder Macro-activity Transaction: a transaction is a Sub-Process (set of activities) that is supported by a special protocol that insures that all activities are either completed or cancelled Call Activity: a Call Activity identifies a point in the Process where a global Process or a Global Task is used. The CallActivity acts as a ‘wrapper’ for the invocation of a global Process or Global Task within the execution. Event Sub-Process: an Event Sub-Process is a specialized Sub-Process which is not part of the normal process flow but is triggered by an event. BPMN choreography: the element is in fact a choreography activity (choreography task, sub choreography or call choreography) part of a choreography diagram. Please refer to the Choreography chapter. 2.3.2 For a task, select the task type: Abstract task Send task: a Send Task is a simple Task that is designed to send a Message to an external Participant (relative to the Process). Once the Message has been sent, the Task is completed. Receive task: a Receive Task is a simple Task that is designed to wait for a Message to arrive from an external Participant (relative to the Process). Once the Message has been received, the Task is completed. User task: a User Task is a typical 'workflow' Task where a human performer performs the Task with the assistance of a software application. Manual task: a Manual Task is a Task that is expected to be performed without the aid of any business process execution engine or any application. Business rule task: a Task performed by a Business Rules Engine. Service task: a Service such as a web service or an automated application. Script task: a Script Task is executed by a business process engine. 2.3.3 Select the activity markers: Loop: the same activity instance executes repeatedly Parallel MI: the activity spawns multiple instances that executes in parallel Sequential MI: the activity spawns multiple instances that executes in sequence Compensation: Compensation consists of rolling back activities or processes that have already been completed and replacing them with their compensation handler. This marker indicates that the sub-process is a compensation handler. Sub-Process: The details of the Sub-Process are not visible in the Diagram but visible in a sub diagram Ad-Hoc: an Ad-Hoc Sub-Process regroups activities that have no required predefined sequence relationships. The sequence of activities is determined by the process performers. 2.3.4 For an Event Sub-Process withSub-Process marker, select the event: message, timer, conditional, signal, multiple, parallel multiple, escalation, compensation, error and define if event is interrupting or non interrupting

2.4 UML / BPMN object color: color of the graphical object if the UML or BPMN notation is chosen

Choreography

A Choreography is a type of process, but differs in purpose and behavior from a standard Process. A standard Process defines the flow of Activities of a specific participant or organization. In contrast, Choreography formalizes the way business Participants coordinate their interactions. The focus is not on orchestrations of the work performed within these Participants, but rather on the exchange of information (using Messages) between these Participants.

Thus, a Choreography does not exist in a single Pool. Each activity in the Choreography involves two or more Participants.

The schema below presents an example of choreography:

To define a choreography activity in Eunomia Process Builder, you need to:

Add an activity in the diagram editor
Select BMPN task, sub-process or call-activity
Check the 'BPMN choreography
Link the activity to a process item activity (edit attributes)
Add roles - the initiating participant shall be selected us such in the role responsibilities list: (as shown below)

Edit Event Graphical properties

Select Event type, label and label font.

Edit Decision Node (UML) / Gateway (BPMN) graphical property

Fill and validate the following dialog box:

1. Text (first and second language): text associated to the decision node / gateway

2. Font: font name, size and color for the text

3. Graphical representation: choose the graphical representation using the radio buttons

3.1 UML decision node / merge node:

Decision node

Decision nodes enable to identify which edge to be taken depending on conditions

Merge node

Merge nodes are only used to regroup incoming edges with no synchronization semantic

All tokens arriving on incoming edges are offered to the outgoing edges.
There is no synchronization of flows or joining of tokens.

3.2 BPMN Gateway:

Exclusive gateway: when splitting, it routes the sequence flow to exactly one of the outgoing branches. When merging, it awaits one incoming branch to complete before triggering the outgoing flow.
Inclusive gateway: when splitting, one or more branches are activated. All active incoming branches must complete before merging.
Parallel gateway: when used to split the sequence flow, all outgoing branches are activated simultaneously. When merging parallel branches it waits for all incoming branches to complete before triggering the outgoing flow.
Complex gateway: complex merging and branching behavior that is not captured by other gateways.
Event based gateway: each occurrence of a subsequent event starts a new process instance.

2.4 UML / BPMN object color: color of the graphical object

Edit work product graphical properties:

How to edit work product graphical properties?

1. Perform one of this
- select the work product and click on the 'Edit graphical item properties' button
- double click on the work product with Double click mode button set on "graphical properties edition" value
- right click on the work product and select "Edit name and graphical properties" in the popup menu

2. Fill and validate the following dialog box

Edit work product graphical properties dialog box

Name (first and second language): name of the work product in the first and second language. Note that these names are replaced by the process item names when the graphical item is linked to an existing work product item.
Graphical representation: choose the graphical representation using the radio buttons (UML standard, BPMN standard, predefined artistic image, custom BMP image)
Note: a Data Store provides a mechanism for Activities to retrieve or update stored information that will persist beyond the scope of the Process

Edit Role graphical properties:

How to edit role graphical properties?

1. Perform one of this
- select the role and click on the 'Edit graphical item properties' button
- double click on the role with Double click mode button set on "graphical properties edition" value
- right click on the role and select "Edit name and graphical properties" in the popup menu

2. Fill and validate the following dialog box

Edit Role graphical properties dialog box

Name (first and second language): name of the role in the first and second language. Note that these names are replaced by the process item names when the graphical item is linked to an existing role item.
Graphical representation: choose the graphical representation using the radio buttons

Edit Link properties:

How to edit link properties (direction, link condition/text, link mode (number of edges, behavior when linked objects move), text relative position)?

1. Double click on a link or right click on the link and select "edit link name" in the popup menu.

2. Fill and validate the following dialog box

Edit Link properties dialog box

Link label (first and second language): link condition or link name in the first and second language. Note that the position of the text is given by the text position property.
Connecting object kind: select the link kind: sequence flow, message flow, association...
Link behavior: define the number of segments of the link and the behavior of these segments when one of the 2 objects anchored to the link are moved.
Text position: define the segment (1, 2 or 3) to which the text is linked and the relative position (top, bottom, left, right) to this segment.
Font: define the label font characteristic

Edit rectangle/ellipsis properties:

How to edit rectangle or ellipsis graphical properties?

1. Perform one of this
- double click on rectangle or ellipsis
- right click on the rectangle / ellipsis and select "properties" in the popup menu

2. Fill and validate the following dialog box

Edit rectangle/ellipsis properties dialog box

Select the fill color
Select the border color
Select the border width
Select the border style

Edit line properties:

How to edit line properties?

1. Perform one of this
- double click on the line
- right click on the line and select "properties" in the popup menu

2. Fill and validate the following dialog box

Edit line properties dialog box

Select the line color
Select the line width
Select the line style
Select the start and end style

Edit text properties:

How to edit text properties?

1. Perform one of this
- double click on the text
- right click on the text and select "properties" in the popup menu

2. Fill and validate the following dialog box

Edit text properties dialog box

Select the text (first and second language)
Select the text font, size, color and bold, italic, underline properties
Select the text alignment
Define if text correspond to a BPMN text annotation

Edit image properties:

How to edit image properties?

1. Perform one of this
- double click on the image
- right click on the image and select "properties" in the popup menu

2. Fill and validate the following dialog box

Edit image properties dialog box

Mandatory:

Select the image bmp file

Optional:

Select the linked item (a hyperlink will be generated to this item and a popup will be created if the item has got a description)
Select the URL (if not already linked to an item)
Select onMouseOver, onMouseOut, onClick javascript handler
Select target: empty, frame (main for the main window) or _blank (if page has to be opened in a new window)

Eunomia Process Builder, the Business Process Modeling Tool (BPM tool)

Web site: http://www.eunomia-process.com/

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