Manage folders and diagrams

Most of the options available for managing folders and diagrams in the SAP Signavio Process Manager explorer are also available in SAP Signavio Process Collaboration Hub.

You can do the following:

• Publish and unpublish diagrams

• Rename folders and diagrams

• Move folders and diagrams

• Delete folders and diagrams

Folder actions

Publish folders

Folders can’t be published directly. When you publish diagrams, the folder containing the diagrams is visible for all users as well. Unpublished content of folders isn't shown.

When you unpublish all diagrams in a folder, the folder is no longer visible for all users.

Manage folders

You can manage folders with the actions in the upper right corner.

When you click , the following folder actions are available:

• Rename

• Move

• Delete

Diagram actions

Open the diagram actions by clicking on the right end of a row in the diagram table. The icon is visible when you hover over the area and when you select an item.

The diagram actions can contain additional actions, for example Edit. Which additional actions are available depends on the notation.

Rename a diagram

1. Click on the right end of the row.

2. Click Rename.

3. Edit the diagram name.

4. You can add the name in additional languages.

5. Click Save to apply your changes.

Publish and unpublish diagrams

To publish a diagram, follow these steps:

1. Click on the right end of the row.

2. Click Publish.

3. Confirm in the dialog.

   The most recent revision of the diagram is published and available to all users.

To unpublish a diagram, follow these steps:

1. Click on the right end of the row.

2. Click Unpublish.

3. Confirm in the dialog.

   The diagram is removed from Published view and only available in Preview.

   To make a different version of the diagram available to all users, you need to publish the different version. Previous diagram versions aren't republished automatically.

Move diagrams

1. Click on the right end of the row.

2. Click Move.

3. Select the location.

4. Click Move here to move your selection.

Delete diagrams

1. Click on the right end of the row.

2. Click Delete.

3. Confirm in the dialog.

   The diagram is deleted.

Manage multiple files

You can manage one file at a time or execute an action for multiple files at once.

To select all files, enable the checkbox on the left end of the diagram table header. This checkbox is visible when you hover over the area.

To select multiple files, enable the checkboxes on the left end of a row, next to the diagram name. Checkboxes are visible when you hover over the area.

The number of selected items is shown next to the diagram actions, in the upper right corner. To deselect all items, click X .

To perform an action for multiple diagrams at once, follow these steps:

1. Click in any of the selected rows.

2. Select the action.

3. Fulfill the action.

   All selected files are changed accordingly.

Status labels

In Preview, labels in the diagram table and in the header of the diagram page show you the current status of a diagram.

What labels are available depends on the content type.

The following labels are added automatically:

• Draft: The diagram is not published and is only visible in Preview mode.

• Modified: The version available in Preview mode includes unpublished changes.

• Approval: in progress: The version is currently being reviewed in an approval workflow.

• Approved: The version was approved in an approval workflow and is not yet published.

• Published: The version is available in Published mode. This label is not added to the diagram table.

• Published (latest): This label is shown in the revision switcher for the latest published revision.

Users who only have access to published versions don't see any labels.

Next steps

• Actions

• View revisions