In this article, we will explain what are prerequisite steps before you start embedding diagrams into external services like Salesforce, webpages, Confluence, Sharepoint and others.

Article outline

  • Prerequisites

  • Before you start embedding content in other apps...

  • Make sure users have access to the process diagrams

  • Get the diagram URL/ID

  • Overwrite the "home" diagram to lock viewers in a specific hierarchy

  • For Salesforce users

  • You might be also interested in

Prerequisites

  • Registered and verified Elements account

  • Map access rights

  • Salesforce SSO

  • Every user have to have map access rights

Before you start embedding content in other apps...

If you want to make process diagrams accessible to users from an external application (be it Salesforce, Sharepoint, Confluence, your company's intranet etc.), there are some universal steps you need to do first.

Make sure users have access to the process diagrams 

Your target audience must have access to the process maps inside the application, even if they are going to use it outside it. Here are some useful resources to help you set it up:

Get the diagram URL/ID

At any point you can just copy the diagram URL straight from the right panel OR you can run a "Diagram list" report (remember to include lower levels) to get a list of multiple process diagrams - their URLs will be available in the "Diagram URL" column.

You will need the whole URL to embed processes in iframes, but only need the ID string if you want to embed processes inside Salesforce. 

Amend the URL to get a leaner version of the process (not applicable if you want to embed a process in Salesforce)

To make sure your end-users focus only on the process content and are not distracted by the interface and options that they do not need you should amend the diagram URL by adding a parameter at the end ?stripped=true

For example:

https://diagram.q9elements.com/diagram/5bd7425bf1fa1c051862cfe5?stripped=true 

Sometimes you might get the diagram URL which points at a particular version of a diagram (e.g. draft or master) in which case add &stripped=true

https://diagram.q9elements.com/diagram/57de335d06d0895f0644b0a9?v=master&stripped=true

This step does not apply to users who want to embed processes inside Salesforce as the stripped parameter is applied automatically.

Overwrite the "home" diagram to lock viewers in a specific hierarchy

Because of the hierarchical nature of UPN process mapping, you can embed a particular diagram on a page but your users may start inspecting child diagrams or follow connectors to other processes and quickly lose sight of their starting point. You can overwrite which diagram is the "home" icon pointing to, to make your end users' journey through processes much easier.

Expand the toolbar and click on the settings icon.

The map management app will be opened in a new browser tab. Select the diagram you wish to embed in an external source, open the "Settings" tab in the right panel, and copy the diagram link from there.

For Salesforce users

If you plan to embed processes inside Salesforce and wish to lock your users within a specific hierarchy, follow the same steps as above. The only difference is you need to turn on the toggle "Set as root diagram".



Now you are ready to start embedding process diagrams...

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