Process Views
When you open a process in the Portal, it opens in the Default view.
See also: For information on how to open processes, see Open model content.
The Default view shows the description, if one is defined, and the diagram of the process. If there is no description defined for the process yet, you can add it in the properties.
See also: All you need to know about the properties sidebar in the Portal can be found under Properties sidebar.
You can open the process in other views using the button in the content area. Here you can also always see in which view the process is currently displayed.
Select and navigate objects in the diagram
In the diagrams for your processes, double-click to navigate and single-click to select and display the properties:
SmartModel view
In the SmartModel view, the process is displayed in a table. Here you can further model the process in the table. The diagram below will be adjusted automatically.
See also: To learn how to model a process in tabular form in the SmartModel view, see Modeling in manual mode.
Matrix view
In the Matrix view, the process and its responsibilities are displayed in a matrix. Here you can edit the responsibilities (implementation, decision, consultation and information) and thus determine which role in the process assumes which responsibility.
Process sheet view
The process sheet view displays the key data of the process in tables and the description of the process.
Presentation mode
In the Presentation mode, the object is displayed with its essential information in full screen. In the Presentation mode, processes, the entire process organization, and the organizational structure can be presented without distractions.
Read mode
In the Read mode, the process is displayed in full screen, where you can navigate through the process using buttons at the bottom and take a close look at each process step.
