Working with Process Editor Menu Controls

The Process editor context menu provides access to specific actions that enable creation of OSM processes. Right-click in the Process editor to access the Process editor context menu.

When working with Process editor menu controls, see the following topics:

About Task Controls

Use the following context menu options to control the Process editor task-related features:

Field Use
Rename Select to modify the display name that represents the entity in the Process editor.

Note: You can also press the F2 key to rename an entity in the Process editor.

Assign Order Select to associate the task with an order.
Clear Activity Reference Select to remove from the task any existing entity associations. The task activity remains in the Process editor if you clear the reference or if you delete the referenced entity.
Convert to Select to convert the task to a different task type.

Important: When converting from one type of task to another, the system displays a prompt if the potential for data loss exists (for example, when converting from an automated task to a manual task). Consider your task conversions carefully before implementing.


Related Topics

Working with Processes

Working with Process Editor Menu Controls

About Zoom Controls

The following zoom tools are available in the Process editor context menu and Process editor toolbar.

Note:

In addition to the menu controls, you can press the Control key and simultaneously rotate your mouse wheel to zoom in and out of a graphic.
Field Use
Zoom In, Zoom Out Select to magnify and reduce the size of a graphic, respectively.
Reset Zoom Select to reset the graphic to the original size.
Fit to Contents Select to increase or decrease the size of a graphic so that it fills as much of the editor as possible.
Zoom Box Select to magnify a section of the Process editor. Drag a selection rectangle with the Zoom Box tool, and that part of the image will be magnified to fill the editor. If the Selection tool is active, you can activate the Zoom Box tool by pressing the Control and shift keys simultaneously and dragging a selection rectangle in the Process editor to magnify that area.

Related Topics

Working with Processes

Working with Process Editor Menu Controls

About Layout Controls

Use the following context menu options to control the Process editor layout features:

Field Use
Layout All Nodes Select to automatically arrange all nodes in a standard flow chart format.
Layout Selected Nodes Select to automatically arrange a selection of the process in a standard flow chart format. Use a drag selection to activate multiple tasks for selection.

Related Topics

Working with Processes

Working with Process Editor Menu Controls

About Print Controls

Use the following context menu options to control the Process editor printing features:

Field Use
Print Select to print a diagram or a selection of the diagram.

Note: The first time that you invoke a print function, the system queries the current status of the installed printer, which may cause an initial delay.

Print Preview Select to display each page to be printed and their corresponding page margins. On the Print Preview page, click the Setup button to access the Page Setup page, where you can scale the selection to fit a specific number of pages, and modify the layouts, margins, header and footers, and page order. You can access the page setup properties from Process editor context menu by selecting Page Setup.
Print Diagram to Image File Select to save the image in JPG or PNG format.
Page Setup Select to scale the selection to fit a specific number of pages, and modify the layouts, margins, header and footers, and page order.
Set Print Area Select to print a selection of the diagram. Using the Selection tool, click and drag over the area you want included in the print.
Clear Print Area Select to clear the selected print area and dismiss the selection.

Related Topics

Working with Processes

Working with Process Editor Menu Controls

About Selection Controls

Use the following context menu options to control the Process editor selection features:

Field Use
Make Select Active Select to enable the Selection tool.The Selection tool enables you to make an object active. You can also press the Esc key to activate the Selection tool when other tools in the Tool drawer are active.
Pan Select to reposition the contents in the process editor. Click the Pan icon to make the tool active, then drag the graphic into the desired position. If the Selection tool is active, you can activate the Pan tool by pressing the Control key and clicking the left mouse button.

Note: The Pan tool remains active for a single use only. When you release the left mouse button, the Pan tool is deactivated and the Selection tool becomes active. If you want the Pan tool to remain active for multiple instances, activate the Sticky Mode tool.


Related Topics

Working with Processes

Working with Process Editor Menu Controls