Quick Reference Card: BPMN Diagramming Basics

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This quick reference card is for the course, BPMN Diagramming Basics.

See also

Start a BPMN diagram from a template

  1. Start Visio 2010 Premium.

  2. Under Template Categories, click Flowchart.

  3. Double-click BPMN Diagram.

  4. Begin dragging shapes to the page and connecting them.

Create a new, blank subprocess

  1. Select the shape in the diagram that you want to link the new subprocess to.

  2. On the Process tab, in the Subprocess group, click Create New.

Visio adds a new page to the diagram for the subprocess, and creates a hyperlink from the selected shape to that page.

Extract selected shapes into a subprocess

  1. Select the shapes you want to move to the subprocess.

  2. On the Process tab, in the Subprocess group, click Create From Selection.

The selected shapes are moved to a new page, and a new shape is added to the source diagram to represent the subprocess. The new shape is linked to the new page.

If the process overview is a cross-functional flowchart, the new subprocess page will include swimlanes and phases that match the overview page.

Link to an existing subprocess

  1. Select the shape you want to link to the subprocess.

  2. On the Process tab, in the Subprocess group, click Link to Existing.

A menu opens that lists the pages in the diagram, and also gives the option to link to a different document.

  1. Click the page you want to link to, or click Browse to Other Document to link the shape to a different document.

Run validation on a diagram

  • On the Process tab, in the Diagram Validation group, click Check Diagram.

If there are problems, the Issues window opens with a list of issues. If some of the issues don’t apply to your diagram, you can ignore them.

Ignore issues that don’t apply to your diagram

In the Issues window, right-click the issue you want to ignore. You have two options for ignoring issues:

  • Click Ignore This Issue to hide a single issue.

  • Click Ignore Rule to hide all issues raised by a particular rule.

You can view issues that are ignored by right-clicking in the Issues window and then clicking Show Ignored Issues. Ignored issues are shown in shaded rows with lighter text, and have Yes in the Ignored column. You can stop ignoring an issue or a rule by right-clicking it and then clicking the appropriate command.

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