> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/process-analysts/business-process-management/creating-and-editing-process-diagrams.md). # Creating & Editing Process Diagrams Build and refine visual representations of organizational workflows. ## Accessing the Diagram Editor To launch the **Diagram Editor**: 1. Open the **Details Panel** for the desired process. → See: [Viewing Documentation](/interfacing-help-files/end-users/library.md#viewing-documentation) 2. Click **Edit**. {% hint style="danger" %} The **Edit** button is available only to users with **Write** permission. {% endhint %}

*** ## Using the Diagram Editor Once the **Diagram Editor** is open, you can start building a new diagram or editing an existing one. {% stepper %} {% step %} ### Using the Diagram Toolbar Use the **Diagram Toolbar** to access common tools for editing, navigating, and organizing your diagram.

Icon	Feature	Description
/	Undo / Redo	Revert or reapply your last actions. (Currently unavailable)
	Fit Screen	Resize diagram to fit within the visible workspace.
/	Zoom In / Out	Increase or decrease the magnification of the diagram.
	Auto Layout	Rearrange diagram elements for improved visual alignment.
	Map Shapes	Open the Map Shapes Panel to add or modify flow objects.

*** {% endstep %} {% step %} ### Adding & Connecting Diagram Elements Build your diagram using standard BPMN elements: * Open the **Map Shapes Panel** (

) from the toolbar. * Drag and drop flow objects (e.g., events, tasks, gateways) onto the canvas. * Connect shapes to define the process flow and sequence logic. Refer to the following guides for step-by-step instructions and best practices:


How to Map a Process	Create a complete process flow using standard BPMN shapes and connectors.	Mapping a Process	IMS-V16-NAV-Library-Icons-43.png
How to Edit & Configure Diagram Properties	Adjust settings and manage diagram details.		IMS-V16-NAV-Library-Icons-33.png
How to Add Special Elements to a Diagram	Add annotations, boundary events, and inter-process links (IPLs).		IMS-V16-NAV-Library-Icons-65.png

*** {% endstep %} {% step %} ### Editing Diagram Elements Modify elements directly on the canvas using the **context menu** (right-click) or **keyboard shortcuts**.

Tool	Menu Option	Keyboard Shortcut
Copy		Select object and press: `Ctrl` + `C` (Windows) / `Cmd` + `C` (Mac)
Paste		`Ctrl` + `V` (Windows) / `Cmd` + `V` (Mac)
Cut		Select object and press: `Ctrl` + `X` (Windows) / `Cmd` + `X` (Mac)
Delete		Select object and press: `Delete`

*** {% endstep %} {% step %} ### Saving & Exiting Manage your editing session using the available controls: * **Cancel** Exit the editor without saving changes. * **Save** Save changes without exiting the editor. * **Save & Close** Save your work and return to the main workspace. {% hint style="warning" %} If you try to close the editor or navigate away with unsaved changes, a confirmation message will appear so you don’t lose your work. {% endhint %} *** {% endstep %} {% endstepper %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://interfacing.gitbook.io/interfacing-help-files/process-analysts/business-process-management/creating-and-editing-process-diagrams.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.