The BPMN 2.0 Notation
BPMN 2.0 is a comprehensive process modeling notation with more than 150 shapes and connectors. Most companies never use all of them, so it's helpful to create a subset of the most frequently used process elements for easy access.
Focusing on the frequently used elements helps users avoid unnecessary complexity and focus on the best-suited notations for their processes. For example, if you're creating an end-to-end process, you can show your modelers only the elements that pertain to those types of processes.
Watch the video below to see how to add a BPMN subset. Please note, there is no audio in this video.
Define Default Colors and Font for Element Types
You can change the default appearance of the notation elements, such as font type or color for tasks. These format attributes are defined for all notation subsets. For example, if you change the background color of the task element, the system changes all BPMN subsets accordingly.
Recommendation: Use light colors, so it does not affect readability. The image on the right shows how the bottom green and pink tasks are hard to read, while the grey and yellow are easier on the eyes.
Watch the video below to see how to define default colors and font formats for element types on a task. Please note, there is no audio in the video.
Customize Your Notations and Attributes
You can further customize your notations and attributes through custom attributes. Custom attributes allow you to add additional information that's specific to your process, based on company requirements. For example, you might want to add an attribute that shows a description of a specific role that's responsible for a process task.
Watch the video below on how to create custom attributes. Please note, this video contains audio.
Add and Manage Custom Attributes
For each diagram element and dictionary category, you can define custom attributes that allow you to add additional information.
Custom attributes work in the same way as standard attributes in a modeling notation and can also be displayed in the Collaboration Hub.
To see how to customize modeling conventions, watch the following video: Customizing Modeling Conventions. Please note, this video has audio.
Now that we have seen how to set up customize modeling conventions, let's take a look at commonly used attributes for processes. You might find these helpful when starting to model your processes.
Useful Attributes for Processes
Commonly used process attributes:
- Process Owner
- Type: Text (free text)
- Type: Dictionary link (when assigning responsibilities from the glossary)
- Review Date
- Type: Date - Allows to set a fixed date for a new review of the process. You can use the search function of the work area to search for specific periods of time.
- Process status
- Type: Drop-down box - Allows the storage and filtering of process models according to a specific processing status or maturity level. Typical states are: Approved/In-coordination.
- Customer contact? or ISO9000 certification?
- Type: Boolean - Enables later filtering of all processes in which customer interaction takes place or ISO9000 is to be applied.
Useful Attributes for Tasks
Commonly used task attributes:
- Applicable Documents or Templates
- Link your documents to your dictionary
- 4 attributes for Responsibility Assignment according to RACI
- RACI: Responsible, Accountable, Consulted, Informed
- Glossary link - assign existing items and roles
- Risks and Controls
- Link your risks and controls to your dictionary
- IT System
- Link your IT system to your dictionary
Custom Graphics for Enterprise Licenses
Users with Enterprise or Enterprise Plus licenses can upload custom graphics for use in Customer journey maps, Value chains, and BPMN 2.0 diagrams.
For example, you may want to visualize an IT system with its company logo (see the image below). This is possible after you upload the custom graphic to your workspace on the respective element.
- Maximum file size of 20 kilobytes
- Maximum of 2000 anchor points
- Valid SVG file structure
The following elements can be customized:
- BPMN 2.0 diagrams
- IT System
- Additional Participant
- Value chains
- Collapsed process
- Customer journey maps
- Moment of truth
Custom graphics are tied to the workspace in which they are uploaded - if you have multiple workspaces and want to use custom graphics in each, you must upload them separately to each workspace.
If you would like more information on custom graphics please visit our user guide.
Continue on to watch the video below on how to set up custom graphics.
Click the numbers, starting with number 1, to review the Key Takeaways from this lesson.