QPR Installation Instructions

Use Pop-up Menus to Modify Elements in Flow Chart

Use Pop-up Menus to Modify Elements in Flow Chart

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Use Pop-up Menus to Modify Elements in Flow Chart

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Pop-up menus are an essential part of the flow chart. They contain the most often needed commands that can be executed on the selected elements. Some important commands are available only in the pop-up menus! You can access the pop-up menus by clicking the right mouse button on the flow chart drawing area.

 

The commands available on the pop-up menu depend on the type and number of the selected model elements. A pop-up menu usually includes at least the following commands:

 

access to setting model element properties, e.g. Set Process Step Properties

editing commands, e.g. Cut, Copy, Paste and Paste Special

access to graphical properties, e.g. Graphical properties or Change name/font

snapping elements to grid

changing the modeling direction

alignment of model elements

alignment of text

depth order of model elements

 

 

Using Editing Commands

Regular editing commands, such as Cut, Copy and Paste, can be accessed from the pop-up menu and used in the flow chart. In addition, Paste Special contains the subcommands Paste as Instance, Paste Web Style, and Paste Stencil. By selecting the Paste as Instance command, if there is an instantiable element (a process step, store or organization item) on the clipboard, a new instance of the element is created instead of creating a new element. See also the Transfer Model Elements via Clipboard topic for information about pasting elements into another model. Selecting Paste Web Style will paste a web style from the clipboard to the selected element(s). Selecting Paste Stencil opens the Paste Stencil dialog in which you can choose which stencil properties are pasted from the clipboard to the selected element(s).

 

 

Changing the Modeling Direction

The modeling direction can be changed between vertical and horizontal using the pop-up menus. This is done by right-clicking an empty area in the flow chart and selecting the desired direction from the Modeling Direction submenu in the pop-up menu. Note that when you change the modeling direction of a subprocess, all the subprocesses of the same type are affected.

 

 

Edit Model and Subprocess Properties

You can edit information about the whole model by selecting the Set Model Properties option in the pop-up menu when the main process level is active. This option opens the Model Properties Dialog. Selecting the Set Subprocess Properties option opens the Process Step dialog. If the active process level is the main process level, you can edit the properties for the main process level in this dialog, whereas if the active process level is some other process level, you can edit the properties for the corresponding subprocess. You can modify the properties of a subprocess in the case you have full rights to that level, but you cannot delete the subprocess unless you have full rights also to the parent process level. You cannot delete the main process level.

 

 

Creating a Subprocess of Existing Model Elements

Part of the flow chart can be replaced by a subprocess to simplify the representation. This is done by first selecting the part of the flow chart, e.g. by area selection, and then selecting Create subprocess from the pop-up menu. A new process level is created under the current one and all the selected elements are moved down onto that level. This is a very useful method if the process is modeled in a bottom up fashion.

 

 

Showing or Hiding Subprocess Contents

For a subprocess element, you can select Show Subprocess Contents from the pop-up menu. Then you can view and modify the subprocess contents in the same view in the flow chart inside the subprocess content element if you have rights to that subprocess level. To hide the contents, select Hide Subprocess Contents from the pop-up menu. For these options to be visible, the element needs to have the "Subprocess contents" option selected in the Process Step Graphical Properties Dialog and also the "Can be collapsed" option selected in the Text Box Properties for Model Elements Dialog. You can also use the [+] and [-] symbol shown inside the subprocess content element to show or hide subprocess contents.

 

 

Grouping Connectors

You can group the connectors in the flow chart. See the connectors topic on how this is done.

 

 

Alignment of Model Elements

It is possible to align the existing model elements on the flow chart. Only organization items cannot be aligned. Alignment is done by first selecting two or more elements from the flow chart and then selecting the alignment edge from the pop-up menu. The elements can be aligned by their top, bottom, left or right edges. Elements can also be centered and distributed. The alignment is done with respect to the upper left corner of a rectangular area formed by the group of selected elements. Notice that it is very easy to place elements onto each other by accident. If this happens, the situation is easily corrected with the Undo button.

 

The following commands are available in the alignment pop-up menu:

 

Left: Align all objects to the left of the selection.

Center: Align all objects to the horizontal center of the selection.

Right: Align all objects to the right of the selection.

Top: Align all objects to the top of the selection.

Middle: Align all objects to the vertical middle of the selection.

Bottom: Align all objects to the bottom of the selection.

Distribute Horizontally: Distribute the elements within equal distances from one another horizontally.

Distribute Vertically: Distribute the elements within equal distances from one another vertically.

Align Connector: Groups connectors that have the same starting and/or ending point evenly at the sides of the connected elements. If only one connector is selected, it's centered at the side it's connected to.

Distribute Connectors: Distributes connectors that share the same starting and/or ending points so that they are distributed evenly at the sides of the source and/or target element. If only one connector is selected, it's centered at the side it's connected to.

 

 

Alignment of Text

 

It is possible to align the text within the element either horizontally or vertically.

 

The following commands are available in the Align text pop-up menu:

Left: Align text to the left within the element.

Center: Align text to the horizontal center of the element.

Right: Align text to the right within the element.

Top: Align text to the top of the element.

Middle: Align text to the vertical middle of the element.

Bottom: Align text to the bottom of the element.

 

 

 

Depth Arranging Model Elements

A useful flowcharting feature is depth ordering for the elements. It is possible to do the following four ordering operations on any model element on the flow chart:

 

bullet3  Bring to Front

bullet3  Send to Back

bullet3  Bring Forward

bullet3  Send Backward

 

 

Connector Level Selection for Viewing

 

You can switch between viewing the source level and the destination level of the connector by selecting Show Flow Chart and then either Source Level or Destination Level from the pop-up menu. This is useful if the start and end points are on different process levels and you want to switch between them.

 

 

Viewing Related Elements

 

If elements or connectors have related elements or connectors (connected via a relation type of custom attribute) which are displayed as icons or shapes, the related items can be accessed with the Show Related Items menu. The menu lists all items that are connected to the selected element or connector. The items are grouped by relation, and selecting the items opens the Properties dialog for the related item.