Monday, December 22, 2008

How to switch the diagram layout

 
Quickstart tutorial 3-How to switch the diagram layout

How to switch the diagram layout

Completed classifiers 
 
 

Introduction

Swimlane layout enables you to display your process activities according to particular attributes, helping you to visually identify activities with certain characteristics. You can adjust those attributes by moving activities to different swimlane rows.

The swimlane layout displays the elements in your diagram according to categories that you specify, as opposed to the free-form layout, which allows you to place elements anywhere on the editor surface. After you have created a number of elements in your diagram, it can become difficult to recall particular attributes of those elements without selecting each element individually and examining its attributes. By switching to the swimlane layout, you can quickly display your activities according to certain characteristics, such as resource definition, role, or location. 

How to switch the diagram layout

When you first created the Loan Application process diagram, you selected free-form layout as the default layout. To switch to swimlane layout, complete the following steps:
 

Step 1

 

 

  1. Ensure that no activity in the diagram is selected by clicking the background of the diagram. Right-click in the diagram to open the pop-up menu and select Switch to Swimlane Layout by > Classifier.
Step 2

  1. In the Select Classifier window, select Service Fee. This is the classifier that you created earlier.
  2. Click OK.
Step 3

The diagram layout switches to swimlane, with the classifier values shown in a column on the right side of the diagram, and the diagram tasks distributed among the rows according to their assigned classifier value, similar to the following image:

You can now quickly see which tasks in your loan application process generate a fee, and which do not. While your Loan Application (To Be) process diagram contains only a few tasks, picture a process that contains ten, or even twenty tasks. The swimlane layout can help you quickly categorize and identify the shared characteristics of any number of activities.

Now that you have switched to the swimlane layout, in the next exercise you will edit the attributes of one of the process activities simply by moving it to a different swimlane row.

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