Open and save diagrams

In Process Manager, you open diagrams in the explorer. You're editing diagrams in the editor.

Open a diagram

  1. Open the explorer and navigate to the diagram.

  2. Double-click the diagram. Alternatively, select the diagram and click Edit > Edit diagram in the explorer menu.

    The diagram is opened in the editor in a new browser tab.

Save a diagram

While you keep the editor browser tab open, your changes are saved automatically in the background. When you save the diagram, you create a new diagram revision.

To save a diagram, follow these steps:

  1. Click in the toolbar.

  2. When you save a diagram for the first time, enter a descriptive name and select the directory for saving the diagram.

    You can edit the diagram name later.

  3. Add a comment about your current changes.

    Adding comment helps other modelers and collaborators to understand and track your changes. Your comments are shown in the in the feed in the explorer.

  4. Depending on the modeling notation, you can click to run modeling convention checks.

    You can save the diagram with errors and warnings.

  5. Click Save.

    A new revision of the diagram is saved.

Next steps