Process Editor

33 articles

About the Process Editor

Storyteller's Process Editor allows users to seamlessly model a sequence of user actions and system responses that include images and traces to child user story artifacts.

Create a Process Artifact

To create a Process artifact, click the New icon in the main toolbar and select Process in the Create Artifact window displayed.

Enable System Steps

To enable User-System Process mode, click the User-System Process mode button in the artifact toolbar to display system tasks.

Model a Process

You can model a Process in the Process Editor by adding tasks, choices, and conditions.

Add and Label a Task in a Process

To define another user step in your Process, add a task. You can add a task nearly anywhere in a Process. To add and label a task, click the circular add icon for tasks and choices.

Add and Label Conditions in a Process

To add and label a new set of conditions to a Process, click the diamond add icon where you want to model multiple system responses and click Add Condition.

Add and Label Choices in a Process

To add and label a new set of choices, click the circular add icon where you want to model user choices and select Add Choice.

Add and Label a System Task in a Process

System tasks are automatically added to the Process when you add a task, a new set of conditions, or a new condition to an existing set. Double-click the system response to the user task to modify its default label. ​

Add Multiple System Steps in a Process

To add multiple sequential system steps in a Process artifact, click the upper-right corner of the system step. In the System Steps modal displayed, click Add Step.

Delete Choices and Conditions in a Process

To delete choices or conditions from a set in a Process, click the additional details icon and click the delete icon for any choices or conditions you want to remove.

Move Tasks in a Process

To move a task, drag and drop it to another location along the Process. As you drag the task toward valid locations along the graph, they will be highlighted.

Copy and Insert Tasks in a Process

To copy and insert a task in the same Process or a different Process altogether, select a task and then click the Copy Shapes button in the artifact toolbar.

Add Details to Tasks and Decision Points in a Process

To add details to tasks and decision points in a Process, click the additional details icon for the task of interest.

Efficiently Add Screenshots

Use Ctrl + V (or Cmd + V on Mac) to copy and paste images into process steps for any Process artifact.

Define a System Actor and System Response

To define a system actor and system response, click the additional details icon for the system task. Select an actor from the System Actor dropdown and define the system response in the corresponding field.

Add an Image to Support a System Response

To add an image to support a system response, click the additional details icon for the system task and click Upload in the Additional Detail window.

Add and Modify Choice and Condition Endpoints

To add and modify choice and condition endpoints, click the additional details icon on the decision point and click Add Choice or Add Condition in the Additional Detail window.

Include Other Processes within a Process

By using Includes when modeling Processes, you and other collaborators can hierarchically model an entire business process or user-system interaction.

Include Another Process or Artifact Within a Process

To include another Process or artifact within a Process, click the additional details icon on the task or system task and click Add Include in the modal displayed.

View a Process in Text View

To view a Process in Text View, click the Process Text Mode icon in the artifact toolbar to see a read-only, text-based representation of the Process.

Moving From Use Cases to Processes

This article outlines things to consider when transitioning from using Use Cases in the legacy Blueprint product to Blueprint Processes.

Compare to Latest Version

Compare Blueprint assets from Digital Blueprints or exported project files, when the asset has changed or access the latest version.

Digital Blueprints

The differences between Digital Blueprint and non-Digital Blueprints.

Intelligent Process Conversion

Intelligent Process Conversion enables users to simplify complex and technical processes into a more readable format that is understandable for the average business user.

Working with Large Processes

How to work with large processes in Blueprint that can be difficult to load. You can always edit, trace, and reuse these processes in the descendants view.