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Creating overview pages

You can create overview pages for your Process Designer instance, providing landing pages for users when they sign into their accounts or click Home. Overview pages can be customized to show the information most relevant to you and your organization, with common use cases including:

  • Navigation: Create entry points or dashboards that allow users to drill down into more detailed process models or sub-processes.

  • High-level visualization: Help your users visually view and understand the structure and flow of your processes without getting into technical details.

  • Context: Show how individual processes fit into the broader business or departmental context, showing how various objects (like departments, IT systems, or sub processes) are connected and interact with each other.

Two examples of overview pages in Process Designer:

An example of an overview page in process designer.
An example of an overview page in process designer.

Creating and managing overview pages

As an architect, to create overview pages in Process Designer editor mode:

  1. Click Home - Configuration.

  2. Add an overview page name and click New.

    creating_page_option_1.jpg

    The overview page is created and ready for editing,

  3. Select the newly created overview page and use the canvas to edit the page.

    You can add widgets to the page, with further details here: Overview page widgets

  4. Click Save.

    save_overview_page.jpg

Overview page widgets

When editing your overview pages, you can add widgets by clicking New:

design_elements.jpg

The following widgets available:

Widget

Information

Text

Create a dynamic text box using the rich text editor.

This widget includes the following options:

  • Name

  • Size of text box by height and width

  • Style - including background color and text color.

  • Text - Rich text editor with formatting options and the ability to add an image. You can also use format strings to replace text elements with attribute values of the context element.

    Attribute

    Format string

    Name

    [AT_NAME]

    Description

    [AT_DESC]

    State

    [AT_STATE_1]

    Responsible

    [AT_PERS_RESP]

    Author

    [ATX_AUTHOR]

    Released on

    [ATX_REL_ON]

    Released by

    [AT_REL_BY]

text_widget_settings.jpg

Link

Create a link to a Process Designer view or an external site.

This widget includes the following settings:

  • Name

  • Size of link box by height and width

  • Style - including background color and link text color.

  • Link widget settings - Select a link type, then configure the corresponding link type setting.

  • Facet view link settings - Choose who can view this element and what the element shows and links to.

  • Custom link settings - Add a custom URL and a link image

link_widget_settings.jpg

List

Create an interactive list.

This widget includes the following settings:

  • Name

  • Description

  • Size of list box by height and width

  • Style - including background color and list text color.

  • List widget settings - Select a list type, then configure the corresponding list type setting.

  • Facet view settings - Choose who can view this element and what the element shows and links to.

  • Link setting - Add a link to your list.

list_widget_settings.jpg

Table

Add and configure an interactive table.

This widget includes the following settings:

  • Name

  • Description

  • Size of list box by height and width

  • Style - including background color and list text color.

  • Table widget settings - Select a table type, then configure the corresponding table type setting.

  • Facet view settings - Choose who can view this element and what the element shows and links to.

  • Custom table settings - Define a custom table by defining table cells and rows. Example:

    Cell name A|Cell name B|Cell name C
    Cell A1|Cell B1|Cell C1
    Cell A2|Cell B2|Cell C2
    Cell A3|Cell B3|Cell C3
table_widget_settings.jpg

Chart

Add and configure an interactive chart.

This widget includes the following settings:

  • Name

  • Description

  • Size of chart box by height and width

  • Style - including background color and chart text color.

  • Chart widget settings - Select a chart data type, then configure the corresponding chart data type setting. This includes configuring the chart types, axis and label details, and chart colors.

  • Default data settings - Choose which data to display in the chart.

  • Custom data settings - Define custom data by defining data points below one another. Each data point consists of an argument and a value. Example:

    Data point A: 10

    Data point B:20

    Data point C: 40
chart_widget_settings.jpg

Diagram

Add a process graphic from a repository object.

This widget includes the following settings:

  • Name

  • Description

  • Size of diagram box by height and width

  • Style - including background color and diagram text color.

  • Diagram widget settings - Choose the business facet and repository object to display and the diagram mode to use.

diagram_widget_settings.jpg

Placeholder

Add a holding tile to your overview page, allowing you to come back and edit it when needed.