Edit your process

You can edit your process at the group level, step level, and step action level.

Edit groups

To edit groups on the main process screen, right-click any group to view a shortcut menu.

Group context menu

If you have more than one group selected when you right-click, a different shortcut menu displays with options that apply to multiple groups.

Multiple group menu

 

Name

Description

Edit group

Open the Edit panel, see Edit steps for details. Clicking the thumbnail will also open the Edit panel.

Cut group (Ctrl+X)

Cut a group. See Cut, copy, and paste step groups.

Copy group (Ctrl+C)

Copy a group. See Cut, copy, and paste step groups.

Paste groups (Ctrl+V)

Paste a group. A pasted group will be placed to the right of the selected thumbnail. See Cut, copy, and paste step groups.

Delete group (Del)

Delete the selected group. See Delete step groups.

Group (Ctrl+G)

Group multiple groups together to form a single group (not a group of groups). See Group groups.

Ungroup (Ctrl+U)

Split any group with two or more steps into individual steps. See Group groups.

Capture new group

Capture an additional group. The new step will appear directly after the current step.

Load saved groups

Load previously saved groups. The new group will appear directly after the current group.

Add empty group

Add an empty placeholder step directly after the current group.

Add decision point

Add a decision point. The branch will split into two branches where the new decision point is inserted.

Select groups

To select a group, or multiple groups:

  1. Hold Ctrl and click the group(s) you want to include in your selection.
  2. Release Ctrl.

    3. The selected groups are highlighted yellow.

    Select groups

To deselect a group, click anywhere other than the selected group.

To deselect multiple groups, press Esc. All but the last group that you selected are deselected.

To select a range of groups from one group to a group further along the branch:

  1. Hold Ctrl+Shift and click the first group that you want to include in your selection.
  2. Continue to hold Ctrl+Shift and click the last group that you want to include in your selection.
  3. Release Ctrl+Shift.

    4. The selected groups are highlighted yellow.

Cut, copy, and paste groups

To cut or copy selected step groups in the process map, right-click a group, or a highlighted selection of groups, and choose the required action.

To paste the copied step groups, select the one that you want your copied steps to follow, right-click and click Paste group(s) (Ctrl+V).

Alternatively, you can use the following shortcut keys:

  • Ctrl + C – Copy
  • Ctrl + X – Cut
  • Ctrl + V – Paste

Delete groups

To delete selected step groups in the process map, right-click a group, or on a highlighted group of selected step groups, and click Delete group(s) (Del).Alternatively, you can press the Delete key on your keyboard.

A dialog displays asking you to confirm the deletion.

Group groups

You can group or ungroup any groups or steps.

To group several step groups together:

  1. Select all the groups that you want to group together.

    The selected groups display in yellow.

  2. Right-click one of the selected groups and click Group.

    Alternatively, you can use the following keyboard shortcut keys:

    • Ctrl + G – Group

    The selected groups now display as a single group.

Ungroup groups

To ungroup, select the grouped group, right-click and select Ungroup.

Alternatively, you can use the following keyboard shortcut keys:

  • Ctrl + U – Ungroup

Edit steps

Click a group in the process map to open the step editor. Alternatively, the following shortcut keys can be used to open and close the step editor:

  • Enter – Opens the selected group.
  • Esc – Closes the selected group (without saving any changes).

The step editor window allows you view each step and perform the following actions for each step:

Edit step overview screen

Location

Name

Description
A Step name

Click the step name to edit it. By default it shows the application being used at the time.
B Undo/Redo

Undo/redo any edits you make to the screenshot. A number indicating how many actions are available to be undone or redone is displayed in the corner of the undo and redo icons.

Undo and redo icons with number indiscators

C Crop

Use the crop tool to trim the screenshot.
D Censor

Obfuscate sections of the screenshot for security.
E Swap image

Browse to a new image on your computer to replace the current one.

F Step actions

A sequentially numbered list of fully editable actions that occur in this step. These actions can have associated bounding boxes shown on the screenshot to indicate where interactions were made.

If you have enabled Show business objects in the User settings, the step action panel displays a Create object check box and business object fields for defining an application and step action. See Create business objects for more details.
G Step notes

Add general notes to appear in the PDD.

H

Screenshot

Screenshot captured at the time of these interactions.

I

Thumbnails

Shows steps within this group.

Cut, copy, and paste steps

Using the thumbnails displayed along the bottom of the edit panel you can cut, copy, and paste individual steps within a group of steps. Right-click a step thumbnail and choose the required action. Pasted steps are placed immediately after the highlighted step. Alternatively, the following shortcut keys can be used to copy and paste steps:

  • Ctrl + C – Copy
  • Ctrl + X – Cut
  • Ctrl + V – Paste

Cut, copy, paste steps

Delete steps

To delete a step in the step editor, right click the step you want to delete and select Delete.

Alternatively, you can press the Delete key on your keyboard.

Crop steps

If required, you can crop the screen shot for each step.

  1. Click a step to open it in the step editor.

  2. Click the Crop icon and adjust the crop area as required.

  3. After you have made the changes, click Confirm to apply the changes, or Cancel to discard the changes.

Censor steps

If a screenshot shows potentially sensitive or private information, you can use the censor tool to black it out.

  1. Click the censor icon and select the area of the screenshot you want to obfuscate.

  2. Resize/reposition it to cover the sensitive area. Once you have the correct placement you can confirm.

    3. The censored area displays black.

Apply bounding boxes

To add a new bounding box to the screenshot:

  1. Click the bounding box icon (A) then click the screenshot roughly where you want it to be placed (B).

  2. After you have placed the new bounding box on the screenshot you can reposition and resize it as needed.

    3. The bounding box icon is now dark gray and the icon has changed indicating the bounding box for that action is being displayed.

Delete bounding boxes

The following options are available when deleting bounding boxes:

  • To delete a bounding box, but not the action, hover the mouse over the box to display the X icon, and click the icon.

  • To delete a bounding box and the action, click the ... (ellipsis) icon next to the icon and click Delete.

    • After a bounding box has been deleted, the bounding box icon changes to blue to indicate that it is available for use.

Edit step actions

Step action information displays on the right-hand side of the screen. This is a numbered list of editable actions in the step. These actions can have bounding boxes displayed on the screenshot to indicate where interactions were made.

If you have enabled Show business objects in the User settings, the step action panel displays a Create object check box and business object fields for defining an application and step action. See Create business objects for more details.

Location

Name

Description
A Step number Each action is given a number indicating the order in which the actions occurred.
B Action note

This editable note briefly describes the step action. The action note is automatically populated if Auto-generate business object fields is selected in the User settings.

C Bounding box

Each action can have a bounding box displayed on the screenshot to show where the interaction occurred. A gray icon indicates that the action already has a bounding box on the screenshot. You can remove bounding boxes from the screenshot without removing the action.
D Step menu You can cut, copy, paste and delete step actions from this menu.
E Add an actionReorder step actions

More step actions can be added by clicking the + icon. New actions will be added to the bottom of the list.Click and drag to reorder step actions.

F

Add an action

More step actions can be added by clicking the + icon.

Reorder step actions

To reorder the step actions for a step, click the reorder icon on the top of the step action tile and drag it to a new position in the list of step actions.

Drag step to reorder