Studio Creatio, free edition
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This documentation is valid for Creatio version user.guide.0. We recommend using the newest version of Creatio documentation.

Process designer

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:

designer_with_callouts.png 

Legend:

1

process_library_button.png – process library button toggles process library panel to the left of the process designer. Read more >>>

2

add_icon.png – add menu creates new processes and new process library folders, or import a bpmn business process.

3

invite_members.png – invite member button opens a popup where you can invite other users to collaborate on the process design with you. Read more >>>

4

help_icon.png – help button opens this help.

5

profile_icon.png – profile menu. User profile, organization account, and log out options.

6

Tools menu. Read more >>>

7

optins_gear_button.png – setup area button. Toggle setup area of the currently selected process element or current business process.

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 (optins_gear_button00001.png) for changing the current element’s type.

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.

Process designer tools

Use the lasso_tool.png Lasso tool to select several elements at once. Selected elements can be moved, copied (Ctrl + C) or deleted (Del).

lasso_tool.gif 

Use space_tool.png 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.

space_tool.gif 

The arrow_tool.png 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.

activate_arrow_tool.gif 

Navigation

Use process_library_button00002.png button to toggle process library menu to the left, and the optins_gear_button00003.png button – to toggle the setup area. You can toggle between several opened processes using tabs.

process_designer_workspace.gif 

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.

navigation.gif 

Use the mini-map to navigate the diagram fast.

mini_map.gif 

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