50 articles
Search for and link metadata to diagramMetadata search, Link Salesforce metadata to diagram
Printing maps and diagramsPrinting, PDF, and embedding diagrams
Diagram versions and publishing new diagramsLearn about diagram version logic and process releases
Invite users to maps and set their access rightsShare diagram; Invite to map; Process diagram access; Grant access; Invite user; How to make someone an editor?; Adding groups to maps;
Diagram edit rights: Manage edit rights on Maps and individual diagramsHow to set which editors can edit which maps and which diagrams in the map? Edit rights on Diagram
Create diagrams from templatesCopy diagrams from public spaces using templates
Tagging Process and Architecture diagramsTagging processes; Tagging diagrams; Process map tagging; Map tagging; Architecture diagram tagging
Grid view for Process diagramsGrid view; Looking for processes; Finding the process map;
Sticky notes on diagramsHow to add post-it notes to the diagram; Post-it notes on diagram; How to add sticky notes
Diagram searchFind the diagram across all hierarchical maps in the space and within a hierarchy of a single map
Share diagramShare diagrams with users; send screenshots of diagrams; Where is the share button?
Map processes and collaborate on business improvement
Everything you need to know about how Elements allows you to deliver highest standard of knowledge process mapping
Create new map / diagramCreate map ; create diagram ; stand-alone diagram
Process owner and authorChange who has process ownership and who is the main author for a diagram
Alignment, sizing and renumbering
Smart renumbering / automatic renumberingHow to renumber / change number of activity boxes
Export drilldowns and copy and paste activity boxesCopy & paste objects and make drilldown diagram a new map
How to connect different processes to each otherOff-page connectors; line connectors; cross-map connectors; process link; flowline linking
Colors, styles, formatChange color and style of all objects and text
Drawing ERD diagrams with ElementsProcess mapping, ERD; diagram; flow lines
Themes : change the display settings for the diagramsTheme; Display; Change colors; Change icons; Process interface; Process display;
ImagesAdd images, pictures, photos to diagrams, as attachments. Image fill in activity boxes embedding inside notes. Link from image to URL
See map structure using map treeNavigate around the map hierarchy using the map tree structure
Exporting mapsJSON; Visio; Map export;
Import map as a drilldown diagramBuild a map from a set of other maps. Import any map to be a child diagram on an activity step
Deleting maps (soft-delete)How to delete a map (and be able to restore it)
Copy mapClone maps in a Space or between Spaces
Swimlanes and text boxes: how to group processesSwimlanes; Colour boxes; Color boxes; Visual analysis; Activity grouping; Process flows; Decision box grouping;
Embedding content from another app into a diagramHow to embed documentation or convert diagrams from other tools
TIBCO Nimbus importHow can I import my diagrams from Tibco Nimbus to Elements.cloud?
Re-use existing diagram
Generate instructions and test cases for Salesforce AgentsAgentforce; Agent; Instructons; Elements for Agent instructions and test utterance generation
Process mapping - Elements view and edit modes
Process mapping - Elements activity boxes and flow linesProcess Mapping; How to map; Drawing diagrams; How to draw diagrams? Process application?
Process mapping - drill-downs and creating child diagramsHow to send activities to drill down to simplify your process
Links & attachmentsLinks; attachments; how to add a link; how to add documentation; link other items; how to attach an image, requirement, story, process
Managing links with the URL Library (PRO)Control all the URL links to document management systems and apps centrally
User groups and attachment visibility rightsHow to group space users and set different attachments visibility to different user groups
Creating, populating and reporting on Data TablesHow to capture structured information or extend the meta data
Copying a Data Table to a new SpaceHow to copy a data table that you have created in one space to be used in another space
Custom tagsManage tag lists
Governance; releases, versions and compliance; ISO9001 (PRO)
Version control and continuous improvement for GDPR, ISO9001, FDA, and FCA compliance
Versioning diagram hierarchiesPublishing diagrams in the hierarchy and avoiding broken hierarchies (pending diagrams)
Enable and set up authorizers on your business diagrams
Request authorization on changed diagrams
Authorize changes to business processLearn how to inspect, accept, authorize and reject diagrams submitted for authorization.
Set up process trainees - Training RecordsHow to set up users who will have to sign off they have seen and understood new business processes - Acknowledgements
Request acknowledgment of new processesHow to request sign-off on new processes from end-users / employees
Acknowledge you have seen and understood new processesInspect new operational processes and sign off you have understood the changes
Reference / compliance modelsReference model; Compliance model; Data models; Data inventory; Pardot; Mailchimp; External systems model; What is a Ref model?; GDPR
Recording and viewing diagram changesChangelog; Process change-log; Edit changelog; Diagram change log