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Re-use existing diagram
Updated over 4 months ago

In our application, a "Map" is a collection of "Diagrams" that are related to each other in a hierarchical relationship. Each "Activity" (a.k.a. box) in a diagram can have a child diagram. This guide will explain how to use the 're-using existing diagram' feature to link to an existing diagram instead of creating a new standalone child diagram.

What is 'Re-using an Existing Diagram'?

Re-using an existing diagram allows users to link an activity in one diagram to an existing diagram, enabling the reuse of content and avoiding the need to create new child diagrams for each activity. This is particularly useful in scenarios where the same process or sub-process is part of multiple diagrams.

Steps to Reuse an Existing Diagram

Right-Click on the Activity Box

In your diagram, while in edit mode on a diagram, right-click on the activity box where you want to create the drilldown

Select 'Use Existing Diagram':

From the context menu, choose the new option 'Drilldown' and then 'Use Existing Diagram'. This option allows you to select any existing diagram in the current space.

Search for the Diagram:

A search modal will appear. Use the search functionality to find the relevant diagram.

The search works on draft diagrams and uses 'CONTAINS' function against diagram names or descriptions.

Confirm the Selection:

Once you find the desired diagram, select it and confirm your choice. The activity box will now have a drilldown triangle indicating it links to an existing diagram.

Key Benefits

  • Reuse Existing Diagrams: This feature helps avoid redundancy by linking to diagrams that already exist in other maps or parts of the same hierarchy.

  • Avoiding Logic Loops: Linked diagrams can be in different maps and hierarchical positions, and inheritance rules do not apply to these links. This prevents unnecessary logic loops.

  • Simplified Navigation: Users can navigate through diagrams more efficiently by linking to existing diagrams rather than creating new ones for each activity.

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