Getting started in Diagram mode
Use Diagram mode to create basic diagrams of processes as a starting point for designing a full workflow. See the Mode designation on the toolbar to confirm that you are using Diagram mode.
In Diagram mode, you place each activity on the map, specify the routing between activities, and add a description of each item to communicate the intent and conditions for each activity and route. You can also add annotations onto the map. To communicate the design to others, you can print the map and the other information about the diagram. See Lesson 1: Get started in Diagram mode for step-by-step instructions for creating a diagram.

- Work area tabs
- Provides access to open workflow definitions. Select workflow definitions in the current workflow collection from the View menu to open a tab in the work area.
Right-click the tab and select Close to close a tab.
- Properties pane
- This area displays the properties for the current object: the selected step
or the selected route. See Properties pane for additional information.
- Map toolbar
- Contains shortcuts to commonly used tools for selecting workflow maps. See
Toolbar.
- Map area
- Use this area to design the workflow by adding steps and route lines to define
the process.
- Palette
- This area displays the Activity steps and Submap steps to be placed in the map area.
- Status bar
- Contains the name of the current workflow definition, helpful messages, and shortcuts to display
options.
See Process Designer
menus for a description of the menu options in Diagram mode.