Stakeholder related Diagram Views

Introduction

Business Process Diagrams often contain lots of information which are not always intended for every user. Sometimes it’s also a must to hide information from certain people. IYOPRO supports this requirement with it’s Stakeholder related View feature, the possibility of view dependent edits and the opportunity to specify privileges on top of these views.

Conceptual Overview

IYOPRO supports an unlimited number of Views within a diagram. Views provide the following features:

  • View creation based on the original diagram, as copy of an existing view or from a list of preselected Elements

  • Hide Elements
    Use this to hide Elements which should not be visible on the view

  • Add Elements
    Use this to add Elements to the view. A typical use case is to remove multiple activities and replace them with a single, simplified activity.

  • Move Elements
    Use this to move Elements view dependent to a new location

  • View dependent properties
    Some Elements support view dependent properties. You may for example toggle the black-box property of a pool view dependent to hide the content in that view.

  • Preview
    View dependent edits are highlighted within the view editor. use the preview function to see the view in it’s finished state.

  • Permissions
    Specify for views as well as for the original diagram who will be authorized to read/subscribe/comment the view.

The View operations can be found in the Modeling tab of the Ribbon.

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Example

This is an example process diagram which will be enhanced by a view. The aim is to hide the timer exception and show the happy path only.

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Without preview enabled, view-dependent edits are visualized within the editor by transparency and red blurred boundaries.

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If you toggle the Preview Button from the View ribbon group of the modeling ribbon tab, IYOPRO will show the view in final state.

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Create View

To create a View, go to the Modeling tab on the Ribbon.

Click on New in the Views Ribbon group. Depending on your current environment, you’ll receive the following dialog:

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First, enter a unique name for the view. Then specify the creation mode:

Original Diagram

Create a view which contains all Elements of the underlying original diagram. This option is always available

Copy of View

This option is only available if you try to create a view while you’re currently editing a view.

Selected

If you choose this method all currently selected elements will be shown on the view. All other will be hidden. If you choose this option and do not have selected any object, the resulting view will only contain hidden elements which may later become unhidden.

Open / Close View

Open a view

To open a view, click on the Open button of the Views Ribbon group in the Modeling tab.

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Select a view and click OK to activate the view.

This operation is also available in the Views Toolbox.

Close a view

To close a view, click the close button (x) in the upper left corner of the view.

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This operation is also available in the Views Toolbox.

The Views Toolbox

The Views Toolbox is a small toolbox which is shown in the Toolbox Area of IYOPRO.

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The Views Toolbox will always be opened if a new view is created or an existing view is opened.
If you need to open the Toolbox manually, click on the dialog launcher at the Views RibbonGroup.

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The following operations are available:

Create View

To create a new view, move the mouse over the Toolbox entries. A small green + sign appears. Click on it to create a new view.

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Type in the name, the view is activated automatically.

Delete View

To delete a view, move the mouse over the associated Toolbox entry. A small x appears. Click on it to delete the view.

Rename View

To rename a view, click on the view’s name and edit the value.

Activate View

To activate a view, click on one of the icons left of the views name.

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This method is used to only visualize the view. Edits will affect the original underlying model.

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This method will fully activate the view. Edits will affect the view, not the underlying model.

View Dependent Edits

To perform view-dependent edits, you need to create a view first or open an existing one.

Hide Element

Select the elements to hide and perform a delete operation as you would do it in a normal diagram.
Hidden elements will be dimmed unless you have activated the Preview button.

You may also toggle the Hide button of the View-Dependent Edits ribbon group. It also indicates if an element is hidden or not.

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Unhide Element

Hidden elements can be restored if you repeat the hide operation used to hide the element.

Move Element

Elements can be moved in the same manner as on the original diagram. Moved elements will be marked with a blurred border to indicate that the element has a view-dependent edit.

Unmove Element

To move an element to its original position, select that element. The Moved button of the View-Dependent Edits ribbon group will indicate that this element has been moved. Click on the button to restore the original position.

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Identify moved Elements

To identify all moved elements, open the menu of the Moved button and choose Select Moved. This will select all moved elements.

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Edit Properties

Most properties of inherited elements of a view are disabled while view editing. However, there are some properties that can be overwritten. One example is the Black Box property of a pool which allows you to view dependent expand or collapse a pool. Another is the Permission property on diagram level which allows you to control the access restrictions for the diagram and for each view.