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Navigate Between Processes

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Written by Trang Le

Process navigation lets you link a Call Activity, Start, or End event to a Business Process object and open its published diagram directly from the canvas, so you can move between related processes without searching the process browser.

NOTE: This feature restores feature parity with the old BPMN editor, replacing the manual search for related processes in the process browser.

Prerequisites

  • To navigate through a Call Activity, Start, or End event, you need view permission for both the diagram containing the Call Activity and the target process.

  • To connect a Call Activity, Start, or End event to a process, you need permission to connect objects to the diagram.

Refer to the Roles and Permissions for BPMN Diagrams article for more information on which roles can view diagrams and connect objects to them.

Connect a Business Process

Open your Diagrams or Process Diagram in the BPMN editor.

Using the toolbox

  1. Select the Call Activity, Start, or End event on the canvas.

  2. In the toolbox on the right side of the element, click the Connect object button.

  3. In the search box, start typing the name of the Business Process. Matching results appear as you type. Select a result, or choose one of the AI suggestions.

  4. Click Connect.

Using the side panel

  1. Select the Call Activity, Start, or End event on the canvas.

  2. In the right corner, click on the expand icon to open the properties panel.

  3. Under Connected object, click Connect object to connect to a process.

  4. In the search box, start typing the name of the Business Process. Matching results appear as you type. Select a result, or choose one of the AI suggestions.

  5. Click Connect.

NOTE: Only Business Process objects are available to be connected.

Behaviors

  • Element naming: The element automatically adopts the name of the connected object.

  • Title locking: The element title becomes non-editable while the connection is active. Disconnecting the object restores the ability to edit the title manually.

  • Visual indicator: An arrow appears on the element if the connected process is published. This indicator is shown at all times and does not require you to select the element.

  • Relationship creation: When you publish the diagram, a TRIGGER relationship is automatically created between the element and the connected Business Process object in the repository.

Disconnect a Business Process

Using the toolbox

  1. Select the Call Activity, Start, or End event on the canvas.

  2. In the toolbox on the right side of the element, click the Disconnect object button.

  3. Click Remove connection to confirm the action.

Using the side panel

  1. Select the Call Activity, Start, or End event on the canvas.

  2. On the side panel, click the remove button next to the connected Business Process object.

  3. Click Remove connection to confirm the action.

Navigate to the connected process

Double-click the arrow indicator

  1. Double-click the blue arrow icon under the connected element.

WARNING: The element title may overlap with the arrow indicator at certain zoom levels or when using long labels.

Side panel link

  1. Click the connected element.

  2. In the right corner, click the expand icon to open the properties panel.

  3. In the side panel, click the process name or click published process.

NOTE: If a Call Activity is connected to an unpublished Business Process, the arrow indicator will not appear, and navigation will not trigger.

The connected Business Process diagram opens automatically in a new browser tab.

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