Navigation

How do I hide and show the sidebar?

You can hide the sidebar to create more space. You can show it again at any time.

Click the Toggle sidebar button in the upper left corner to hide the left sidebar. This function is available in all functional areas, such as MyGBTEC, Diagrams or the Catalog.

To show the sidebar, click the same button again.

Where can I find the context menu?

You can find a context menu in various places, for example in the Explorer next to the diagram list in the Diagrams menu item. You can also find it in Administration and in the Catalog menu item in the catalog list when you hover over a catalog item with the mouse. You can recognize a context menu by three dots arranged vertically.

There is no standard context menu. The context menu varies depending on your user role and the current stage.

There are different context menus for diagrams, categories, favorites, catalog items, and repositories. The context menus look similar but contain different content. This means that the options displayed are not always the same. They depend on which item you click. A context menu shows you the most important actions you can perform on the selected item.

How can I zoom?

You can zoom in or out to make content bigger or smaller. This helps you see details more clearly.

In the new user interface of GBTEC Process Design, you can zoom the entire window in or out. To do this, hold down the Ctrl key and scroll with the mouse wheel. Alternatively, hold down the Ctrl key and press + or -.

When you view a diagram, you can zoom by scrolling with the mouse wheel. The mouse pointer must be inside the diagram because the mouse position defines the zoom focus.

How can I navigate through my browsing history?

You can return to pages you visited before and go forward again.

In GBTEC Process Design, you can navigate through your browsing history. To use this feature, you need to be logged in to the portal. The header contains the Back and Forward buttons. These buttons are usually disabled.

When you navigate through elements in GBTEC Process Design, the Back button becomes active. You can use it to go back in your browsing history. After that, the Forward button becomes active, allowing you to move forward again. Both buttons react to your actions and adjust to your browsing history.

After the session ends, the entire browsing history in GBTEC Process Design is deleted, including backward and forward navigation.

How can I navigate in the list of categories and diagrams?

You can navigate between categories and diagrams. This helps you quickly find the content you want.

In the list of categories and diagrams, you can display the content of a category or diagram by clicking it. The currently selected path is shown in the header. If you have navigated through several categories, you can return to a higher category by clicking the corresponding name in the header.

You can switch to a higher category in the same way when viewing a diagram.

How can I open a diagram in a new browser tab?

You can open diagrams in a new tab. This helps you work with multiple diagrams.

All users can open diagrams in a new browser tab using browser shortcuts. This allows you to work with multiple diagrams at the same time without leaving the current view in the main application.

Navigate to the Diagrams menu item in the left menu bar. A list of all available diagrams in your repository opens. To open a diagram in a new browser tab, at least one diagram must exist in the application.

To open a diagram by using a browser shortcut, hold down the Ctrl key and click the desired diagram, or use the middle mouse button. The diagram opens in a separate browser tab. The URL is the same as when opening the diagram in the main application. The original browser tab remains unchanged and keeps unsaved changes and filter settings.

Note

Opening a diagram in a new browser tab is possible from different areas of the application. These include, for example:

• the diagram list,

• assigned diagrams within an attribute,

• assigned diagrams displayed on the canvas with associated menus,

• assigned diagrams in SVG views with corresponding menu options,

• the task list,

• the audit trail of a workflow in the Governance Cockpit,

• the occurrences list or

• the MyGBTEC area.

Hint

Please note that a diagram opened in a new browser tab behaves the same as a diagram opened in the main tab. All interactions work as usual without any limitations in functionality or user experience.

How can I navigate the diagram?

You can move around freely in the diagram. This is helpful when working with large diagrams.

In the diagram view, you can navigate by holding down the left mouse button and dragging the diagram. Similar to Google Maps, scrolling zooms in or out, and no scrollbars are displayed.

The diagram view also contains a navigation bar at the bottom right of the editor. It offers the following options:

Adjust content to window size: By clicking on the first button the diagram will be zoomed and scrolled, so that you can see the whole diagram in the editor.

Scroll selection into view: If you have selected a symbol, clicking on the second button places the diagram so that the symbol is displayed in the upper left corner. If no symbol is selected, this function scrolls the diagram to 0/0 position.

Zoom level: The third function allows you to set different zoom levels in percent. Preset levels appear when you click on the arrow. You can then select one of the zoom levels from the list. Furthermore, it is possible to set your own zoom level between 25% and 800%. To do this, click on the displayed number, enter a new percentage and confirm with the Enter key or click on the diagram.

Tip

If you want to scroll horizontally in your diagram, hold down the Shift key and move the mouse wheel up or down at the same time.

Which keystroke combinations can I use?

You can use keyboard shortcuts to navigate and work faster.

Navigation in the application

You can navigate through the application using the following keyboard shortcuts.

Shortcut	Action
Tab	Focus in application changes to the next button.
Enter	Selection of the button on which the focus is located.
Shift + Tab	Focus in application changes to the previous button.
Arrow keys in Explorer	Focus in application switches between diagrams, categories and favorites in Explorer. For this, the focus must first be in the respective area of the Explorer.

For stronger highlighting, you can toggle the high contrast theme.

Diagram view

These functions are available when a diagram is open in the diagram view. They support navigation, especially in large diagrams.

Shortcut	Action
Mouse wheel	Zoom in, Zoom out
Pressed left mouse button	Diagram scrolling

Navigation in the designer

These functions are available when a diagram is checked-out and opened in edit mode. They support navigation in large diagrams and allow faster modeling without using the mouse.

Shortcut	Action
Ctrl + + or Ctrl + Mouse wheel	Zoom in the whole page
Ctrl + - or Ctrl + Mouse wheel	Zoom out the whole page
Pressed right mouse button	Diagram scrolling
Ctrl + A	Select all objects
Shift + left mouse click	Select several objects one after the other
Ctrl + C	Copy selected objects
Ctrl + pressed left mouse button	Copy selected objects and paste by releasing mouse button
Ctrl + V	Paste selected objects
Ctrl + X	Cut selected objects
Del	Delete selected objects
Ctrl + Z	Undo the last modelling step
Ctrl + Y	Redo the last undo
Shift + pressed left mouse button	Move selected object only vertically or horizontally
Alt + pressed left mouse button	Move selected object when alignment lines are disabled
Arrow keys	Move selected object
Shift + Arrow key	Move selected object in big steps
Alt key	Indicator for the visualization of the same distance when at least three objects are being moved
Ctrl + B	Description bold
Ctrl + I	Description italicize
Ctrl + U	Description underlined
Ctrl + Enter	Create the first element of the mini symbol palette of a selected object (inplace edit not active)
Ctrl + <number from 1 to 9>	Create the corresponding element of the mini symbol palette of a selected object (inplace edit not active)
F2	Access to the text field of a selected object (inplace edit)
Alt + Enter	Insert a line break in the text field of a selected object (inplace edit active)
Enter	End edit mode in text field with saving (inplace edit active)
Esc	Cancel edit mode in text field without saving (inplace edit active)
Ctrl + S	Save and then check in the modeling

How do I open a subprocess?

You can navigate directly from one diagram to another via linked diagrams.

You can jump directly from a diagram with a subprocess attribute to the linked diagram.

Open a diagram that contains an activity with a subprocess diagram. Click the highlighted attribute symbol below the object. Alternatively, double-click the activity.

Note

If you view the published version of a diagram with a subprocess or variant attribute in another diagram, the attribute symbol is not highlighted if the linked diagram has not yet been published. If you perform the steps above, you will receive a corresponding message.

Note

Subprocesses also display diagrams to which you have no access. If you navigate into these diagrams, you will get a corresponding message and can not see the content of the diagram.

Tip

If no subprocess or attachment is stored for a symbol, the attribute tab opens when you double-click the symbol.

How do I open a subprocess when multiple ones are maintained?

If multiple subprocesses exist, you can also select from multiple linked diagrams.

GBTEC Process Design allows you to maintain multiple variants in the attributes. Opening them works in the same way as opening a single subprocess. When you click the diagram icon below the object, an alphabetically sorted list of all subprocesses appears. The first entry shows the subprocess field, followed by the variants. Select the required subprocess to follow the link.

Note

A similar list is also displayed in a checked-in diagram when you double-click the object, provided you have maintained several subprocesses and variants. This allows you to quickly see which links have been set and to navigate through them accordingly.

How can I edit a locked diagram?

When working with diagrams, a diagram may already be checked out by another user and therefore locked.

In general, you cannot edit diagrams that are checked out by another user. These diagrams are marked with a lock symbol.

However, you can contact the editor by email. Click the lock symbol and select the Contact [email] option. Your email program opens with the locking user’s email address pre-filled. Inform the user that you would like to work on the diagram.

Note

Your administrator can unlock diagrams for editing. This may be necessary, for example, if a modeler did not check in a diagram before being absent and another user needs to edit it during that time. This process can cause data loss and is therefore permitted only for administrators.

What happens if a diagram is not available?

When navigating in the application, a diagram may not be available to you.

If you navigate to a diagram that is not available to you in the current stage, a corresponding message is displayed. If an archived version exists, you can use the link to open the latest archive entry.

Diagrams may be unavailable for different reasons. This message often appears when you follow a subprocess in the publication stage to another diagram that has not yet been published. When navigating via linked diagrams, the system switches to the publication stage if you are not already there.

What happens if a catalog item is not available?

Similar to diagrams, a catalog item may also not be available to you.

If you navigate to a catalog item that is not available to you in the current stage, a corresponding message is displayed. If an archived version exists, you can use the link to open the latest archive entry.

What happens if I use an invalid subdomain?

A subdomain is a part of a web address. It precedes the actual domain and is used to distinguish between different sections of an application.

If you try to access the application without a valid subdomain and no default section has been set, a message will appear. This message informs you that the subdomain is invalid. In this case, you will not be able to access the application.