When modeling structures or flows for software development in modeling, a diagram (taken from the Greek diagramma = geometric figure) represents certain aspects of a model. This is why they use a special store of elements which can be displayed (nodes and edges) that are defined by methods and restricted by concrete configuration.
There are many ways to create a new element: A respective create template is always the basis for this.
You can customize create templates for elements in the configuration.
A unique name is created and selected for elements with names.
Diagram elements can only be renamed if the modeling language is set as display language for diagrams under Review>Language>Switch Language.
Option 1: Using the mini toolbar in the context menu
Position the mouse pointer where you want in the diagram, click with the right mouse button and select a template for the element you want from the context menu's mini toolbar.
The diagram element is inserted in the diagram and added to the model structure.
Option 2: From the gallery in the ribbon
Click on the icon of the element type you want in the gallery's Create Diagram Content group and move the mouse pointer where you want in the diagram. The icon is "attached" to the mouse pointer. Click with the left mouse button where you want to place the element.
It is also possible to keep the left mouse button pressed and drag the icon and drop it where you want in the diagram.
Click with the right mouse button on the templates you want and activate the Repeated Creation toggle command to create multiple elements of the same type. Move the mouse pointer where you want in the diagram and click on the left mouse button to create an element.
The diagram element is inserted in the diagram and added to the model structure.
Option 3: Using the carousel of a selected diagram element
Select the source element in the diagram. Click on the icon of the link you want to make to the target element in the carousel and keep the mouse button pressed. Drag the rubber band where you want the new element to go and release the mouse button. Select the desired element from the drop-down list of permissible elements.
The diagram element is inserted in the diagram and added to the model structure. The selected link is created between the source and target element.
Option 4: Creating in the model structure and then dragging into the diagram
Create an element in the model structure and drag it to the diagram as a new element.
You can add existing elements using the Model Contents, Details, Bookmarks or Result Region tool windows. The element you want is selected and then dragged to the diagram using drag-and-drop.
You can select elements in the diagram using the mouse and keyboard.
Select the element you want to remove from the diagram and select Design>Editing>Remove from Diagram (Del). This removes the element from the diagram but does not delete it from the model. The element still exists in the model structure or in other diagrams too.
Please note that subelements cannot be separately removed.
Select the element you want to permanently delete from the model and select Design>Editing>Delete from Model (Shift+Del). The Delete from Model dialog box appears and lists all the elements that are affected by the command. You can add elements to the Result Region without deleting them. If you confirm the element list with the Delete from Model button, all elements listed are permanently deleted from the model.
The diagram can be as big as you want so you have the option of looking at a section of the diagram. Scroll bars do not exist. The Diagram Overview shows the respective diagram section that can be seen in the document window in a black box. You can move these black frames in the Diagram Overview using the mouse.
You can move the diagram in the diagram editor with the mouse. This allows you to control the section of diagram you can see.
see "Moving a Diagram in the Document Window"
Changing the size of a diagram also has an effect on the diagram section.
Innovator automatically saves changes made to element or diagram layout.
You can only undo changes made to the layout with [Ctrl]+[Z] step-by-step and restore them with [Ctrl]+[Y].
Select the elements you want to move (see "Selecting Elements in the Diagram") and move the element/s using one of the three options below:
You can change the size of elements and customize them or align them with each other.
You can change the size of many elements. If you select these elements, handles appear on the selection rectangle. You cannot change the size of elements which only show an icon, e.g. an event or a gateway in a BPMN diagram.
Click on a handle on the selection rectangle and move the handle to the desired position to change the size of the element.
Setting Elements to the Same Width/Height
First select the element that has the width/height to be used, then press the [Ctrl] key to select the elements to be customized.
Select Design>Arrange>Change Size.
Aligning Elements with Each Other
First select the element which the other elements should be aligned with, then press the [Ctrl] key to select the elements to be aligned.
Select Design>Arrange>Align.
Only options which will not cause elements to overlap are offered.
Double-Click with Left Mouse Button
The mouse pointer is hovering over one of the selection rectangle's handles. The element's size is optimized on this side, i.e. the element is made as small as possible on this side.
Keyboard
Optimize Size (F8)
Element size is optimized on all sides, i.e. the element is resized to be as small as possible without changing the size and position of the contents
Standard Layout (Ctrl+F8)
Element has a standard layout. This is normally the shortest connection between the linked elements for connection frames; movable text is arranged at a default position.
For some diagram types, specific layout commands are provided.
You do not need to explicitly save changes you have made to the layout of the diagram or elements; this happens automatically.
You can use the Undo (Ctrl+Z) command to undo any changes you have made to the layout of the diagram or elements.
You can use the Undo (Ctrl+Z) command to undo layout changes only.
There are various ways to create the complete diagram or a section of the diagram as a graphic.
Hardcopy
Use the Start>Clipboard>Hardcopy menu command to write a graphic to the clipboard. The graphic can then be created in the following formats:
The desired graphics format is set in the Options dialog.
Export File
Use the Extras>Export>Graphics File>Diagram to File... and ...>Diagram Section to File... menu items to export a diagram or diagram section into a graphics file. The graphic can then be stored in the following formats:
Print
Use the Model>Print backstage view to print the active diagram.
Use Page Layout to set page breaks in advance.
You can create a rectangle for graphical grouping using drag-and-drop.
The rectangle is purely a graphical element and is only used for the grouping. It can be found above the other elements and does not have the other owner properties typical to the elements in it.
You are best off using comments for making notes about elements. You can use drag-and-drop to drag the comment template from the gallery and drop it on the model element to be commented on in the diagram. The comment is placed in the diagram and linked with the element by a dashed line. You can enter the comment text directly.
You can store any number of descriptions for each model element, show them in the respective model element's specification preview.
Select the model element you want to describe.
Select Design>Editing>Specification Text (F3). The model element's specification window opens. Enter the element description.
Use the description text to
The number of tabs for specification texts and their names are set in the configuration.
Save the specification with Text>Specification>Save (Ctrl+S). If the specification text is saved, the name of the text definition being edited is shown in black.
You can add annotations for all diagram elements. You do not need access or write rights to create annotations. Those editing the diagrams use annotations to communicate with each other.
Select the diagram elements you want to link to an annotation and select New Annotation in the context menu or drag the selected element into the open diagram area Annotations.
The annotation is created and can be seen along with information about which user wrote it and a timestamp. Click in the annotation and enter your text. The annotation is automatically saved.
Configuration only allows a relationship in one direction; this means you can only create a relationship in this direction.
The respective notation determines how relationships are displayed in a diagram. This also includes information about whether the edges are always shown as rectangular or whether they can be displayed as any number of polygonal lines.
You can see what type of edge is used from the mouse pointer when you hover over the edge.
| Mouse Pointer | Representation |
|---|---|
|
The "move" pointer shows that you can define any number of edge points by clicking with the mouse and dragging an edge point to where you want. |
|
The "change vertical and horizontal size" pointer shows that it moves rectangular edges but cannot create any edge points. |
If a relationship can be shown as any number of polygonal lines, then the following display options are available:
Display with edge points that can be moved.
You can place the mouse pointer over the edge; this edge is selected and you can click on it and drag an edge point anywhere you want in the diagram. You can create any number of edge points and design the polygonal lines as you wish. You can only remove the outmost edge point by dragging it to the linked element.
Rectangular display (as with edges that can only be displayed a certain number of ways)
In order to achieve a right-angled display with a maximum of one edge point, press the [Ctrl] key and double-click on the edge.
In order to achieve a right-angled display while retaining edge points, press the [Shift] key and double-click on the edge.
Straight display with no edge points
Double-click on the edge to show it as a line.
Existing relationships can be hidden in a diagram so that the diagram is easier to understand and not so busy.
All relationships are always shown when defining processes and collaborations, as well as in diagrams for business object states. Always visible relationships cannot be hidden.
Select a participating element and select Design>Display>Relationships (Ctrl+Shift+R); the diagram interface is shown grayed.
If no element is selected, all relationships are shown/hidden in the diagram.
Visible relationships to the element are shown in black. Hidden relationships are shown in gray.
Click on a relationship shown in black to hide it; it is then shown in gray.
Click on a relationship shown in gray to show it; it is then shown in black.
Setting Edit or Read-Only Mode
Creating Elements in the Diagram
Selecting Elements in the Diagram
Renaming Elements in the Diagram
Creating Relationships to an Element
Displaying Elements in an Alternative Language
Storing Notes about Elements in the Diagram
Finding Elements in the Diagram
Coloring Elements in the Diagram
Adding Smart Icons to Elements
Influencing a Diagram's Layout
Showing and Hiding Elements in the Diagram
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