Process designer opens whenever you create or open a business process in Studio Creatio, free edition. The process designer UI has several key elements marked on the screen shot below:
Legend:
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6 | Tools menu. Read more >>> |
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8 | Working area – drag and arrange process elements here. Read more >>> |
9 | Process element toolbar – drag process elements from here to the working area to design a business process. |
10 | Process element context menu – contains a list of elements that can be added to the diagram after the currently selected element. Also contains a sub-menu ( |
11 | Setup area – shows name and description of the currently selected process element. Element descriptions are used when exporting process documentation. Read more >>> |
12 | Zoom menu – use this button to restore default zoom level and alignment of the process diagram. Read more >>> |
13 | Tab area – use tabs to quickly access any of the currently opened process diagrams. |
Use the Lasso tool to select several elements at once. Selected elements can be moved, copied (Ctrl + C) or deleted (Del).
Use Space tool to shift all elements on the diagram left/right or up/down. For example, click and hold, then drag your mouse down to shift down all elements that are below the mouse cursor.
The Arrow tool is the default mode in which you work with the elements on the working area. Use the toolbar to switch the cursor back to Arrow after using Lasso or Space tool.
Use button to toggle process library menu to the left, and the
button – to toggle the setup area. You can toggle between several opened processes using tabs.
Drag&drop the working area canvas to navigate large diagrams. Use the mouse wheel while holding down the Ctrl key to zoom. Use the zoom menu to restore default zoom and alignment.
Use the mini-map to navigate the diagram fast.