process4.biz 7.x Documentation

features description for Process4.biz

Linking Objects with Diagrams

Links between objects and diagrams, can be used to navigate between diagrams and thus are used primarily for the structuring of the model. This affects, among other things, the hierarchical tree structure (= the “tree”) displayed in the navigation window of the Repository: this tree is created based on the individual links between objects and diagrams and changes also accordingly.

Links between objects and diagrams are represented by Smart-Tags in diagrams in the Graphical Visio Modeler and optionally also in the web publication. When an object is linked to a diagram, a smart tag is displayed for each graphic instance (=modelled, existing on a diagram) of the object that lists those diagrams with which the object is linked.

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Display of diagram links in an object properties window.

To link an existing object to an existing diagram, proceed as follows:

  1. Mark the desired object in the repository.
  2. Open the context menu with the right mouse button.
  3. Select the function “Link to diagram”.
  4. The tab “diagram links” in the properties window of the selected object opens.

    1. In the upper part of the window, the existing links to diagrams are displayed.
    2. In the lower part of the window, these diagrams are displayed, which can be linked to the selected object.
  5. Select the diagram that you want to link to the initially selected object.
  6. Click on the button “Link”.
  7. The link is created and displayed in the upper part of the window. 
    The column “Show In the Tree” indicates, whether it is a link to a TreeLink or a Reference Link. See: TreeLink and Reference Link
  8. Close the Properties window by clicking on “OK”.

As an alternative to this procedure, links can be created between diagrams and objects via the “Object links” in the diagram properties window. Here, an object can be selected to be linked to the corresponding diagram. If the selected object is already linked to other diagrams, these links are also displayed.

To link an existing object to a new diagram, proceed as follows:

  1. Mark the desired object in the repository.
  2. Open the context menu with the right mouse button.
  3. Select the function “New linked diagram”.
  4. Select the template for the newly created diagram.
  5. properties window for the new diagram is displayed the diagram properties can be edited.
  6. Clicking on “OK” opens the newly created diagram which is ready for modelling.
Note:

Via the function “New linked diagram”, created links between object and diagram are interpreted as TreeLink by default. If this is not desired, the respective TreeLink must be canceled manually.

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Create a new linked diagram.

Via the checkbox in the column “Show In the Tree”, available for links between objects and diagrams, you can control whether the respective link is a TreeLink or a Reference Link.

  • TreeLinks are links between objects and diagrams that affect the tree.
  • In order for a link to be treated as TreeLink, the checkbox “Show In the Tree” must be checked.

If a link between an object “A” (located on diagram “D_A”) and a diagram “B” is created as a TreeLink, this means that the diagram “B” linked with the object “A” is displayed hierarchically one level below the diagram “D_A”, on which the object “A” is used.

If there are multiple diagrams on which the object “A” is used, you can decide by ticking the checkbox “Show In the Tree” per diagram whether the link should be a TreeLink or not.

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Example TreeLink: Process Landscape -> Direct delivery (hierarchically descending)

  • Reference links are links between objects and diagrams that do not affect the tree.
  • In order for a link to be treated as a Reference Link, the checkbox “Show In the Tree” must remain empty.

If a link between an object “A” and a diagram “B” is created as a Reference Link, this means that the link between the object “A” and the diagram “B” appears exclusively in the diagram or Object Properties. The object refers or links only to the diagram (or vice versa), and the link is not considered for the tree.

If there are multiple diagrams on which the object “A” is used, you can decide by leaving the checkbox “Show In the Tree” empty per diagram whether the link should be a ReferenceLink or not.

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Example Reference Link: Process Landscape -> Direct delivery (no hierarchical relationship)

Through the following system properties of a class in the Database Designer, links between objects and diagrams can be restricted.

If this property is set for a class to “false”, objects of this class can (no longer) be linked to diagrams.

Activated diagram classes

Here can be set that objects of each class can be linked only to diagrams of a specific diagram class (multiple selection is possible).

Thus it can be set, for example, for a consistent model, that objects of the class “process” can only be linked with diagrams of the diagram class “process”, which in turn uses the template Prozess.vstx.