Add and manage notation subsets

You need an administrator account to use this function.

You can configure which diagram types and diagram elements modelers can use in your workspace.

You can define subsets for each diagram type and enable or disable diagram elements in these subsets.

Subset examples

To support modeling for different purposes in the process landscape, we recommend you start with notation subsets that are split by model complexity.

End-to-end process diagrams
End-to-end process diagrams provide a high-level perspective on your operations.
For this level, we recommend using only the following elements:
  • start and end events
  • tasks
  • collapsed sub processes
  • pools/lanes
  • connectors
Complete processes
For modeling complete processes, start with the BPMN Core Elements subset and extend it if necessary.
Technical process steps
The technical level specifies the role IT systems play in your process. To specify technical details like exception handling and data storage, you need to make use of a large set of BPMN elements.

Add a subset of elements for a notation

To define a subset for a modeling language, follow these steps:

  1. Go to Setup > Define notations/attributes.

  2. Select the modeling language.

  3. Click Add subset .

  4. Enter a name for the subset.

  5. To list the diagram elements grouped by type in the shape repository, activate Group diagram element types.

  6. Click Save.

    The subset is listed under the modeling language.

  7. By default, every element is selected for the new subset. Select or remove elements for the subset.

    All changes are saved immediately.

  8. Click Close to leave the settings.

Copy a subset

You can copy subsets and edit the copy.

Follow these steps:

  1. Select the subset to duplicate.

  2. Click Copy subset.

  3. Edit the name.

  4. To list the diagram elements grouped by type in the shape repository, activate Group diagram element types.

  5. Click Save.

  6. Edit the subset.

    All changes are saved immediately.

  7. Click Close to leave the settings.

Edit or delete a subset

It is not possible to edit or remove default subsets.

To edit or remove custom subsets, follow these steps:

  1. Select the subset you want to editor delete.

    • To edit the subset, click Edit subset.

      You can now edit the subset name and change the element grouping preferences.

    • To delete the subset click Remove subset and confirm in the dialog.

  2. Click Close to leave the settings.

Next steps