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Export drilldowns and copy and paste activity boxes

Copy & paste objects and make drilldown diagram a new map

Updated over 2 years ago

Exporting and importing drilldowns is a holy grail of process mapping - saves you so much precious time.

Article outline

  • Prerequisites

  • Export and import drilldowns

  • Copy & paste objects

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Prerequisites

  • Registered and verified Elements account

  • Edit rights to a process map or at least "can copy map" permission

Export and import drilldowns

You cannot copy & paste drilldowns, but you can export a drilldown as a new map (provided you have "can copy map" permission), and then import a map as a drilldown.

Left-click on an activity with a drilldown and select "Export drilldown".

Then rename the drilldown process as a new map. You will find it in your map list.

To import a drilldown process, left-click on an activity without a drilldown and select "Import". 

Select a map from the list of maps in your space. The selected map will become the new drilldown on activity.

TIP You can even import a deleted map - just toggle "Show deleted maps" at the bottom of the window. 

Copy & paste objects

You can copy & paste objects within diagrams or between objects on diagrams in different tabs. You can copy & paste activity boxes with:

  • resources will be copied as part of activity boxes for maps within a space

  • notes and URLs will be copied

  • data tables WILL NOT be copied

  • drilldowns WILL NOT be copied - see below for work around

  • lines and line text

  • free text

  • sticky notes

To copy one or more objects, highlight them and use Ctrl+C (Command+C on Mac). To paste them, you hit Ctrl+V (Command+V on Mac), or use the "copy" and "paste" on the right click mouse menu. The newly copied objects will be centered on the canvas.

TIP Elements draws objects in order of their type, so lines are behind activity boxes are behind free text. So if you use Ctrl+V to paste, say, a small line, and there is a big activity box in the center of the screen, the line will be pasted BEHIND the activity.

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