Create and edit processes

Create a process

1. 1On Processes, click New process.
2. 2Choose the area, enter a key (e.g. O2C) and a name, and optionally a description and the projects it belongs to.
3. 3To start from an existing BPMN 2.0 file, for example from Camunda Modeler or Signavio, choose it under Start from a .bpmn file.
4. 4Under Also create variants for, tick the instances that need their own variant right away.
5. 5Click Continue to the editor, draw the template and click Save…: the process is created with your diagram as version 1.

Edit a map

1. 1Open a version and click Edit.
2. 2Draw with the palette on the left. Change existing steps instead of deleting and redrawing them, so comparisons and linked changes stay intact.
3. 3Click Save…, describe what changed and why, and choose the stage: As-is (how the process runs today) or To-be (a planned change).

Tip: Editing an older version creates a new latest version from it. If someone saved a newer version meanwhile, you are told and can save anyway.

Add a variant for an instance

1. 1On Processes, open a process and click + Add variant.
2. 2Choose the instance (or create a new one), the template version to start from and the stage.
3. 3The variant starts as a copy of the template; edit it to show how the process runs there.

Tip: Where an instance has no variant, the global template applies. The By instance view shows, for each instance, the version in force.

Download a map

1. 1Download .bpmn on any version gives you a standard BPMN 2.0 file that opens in other BPMN tools, such as Camunda Modeler.