Read more about sharing processes, value streams and managed documents.
Quick Steps to Create a Filtered Share
Create/select which tag will be used in the filtered tag share
Tag the selected nodes (activities/ process links/ events/ decisions)
Select Share at the top of the map
In the field 'Filter Tags', select the tag(s) to filter
Select 'Save'
Open the link to view/ copy the link to share.
Make use of the tags tab in the right-hand diagram content menu to view all tag associations within the process.
The Following Applies to Shares with Filtered Tags:
Only the filtered nodes will display on the map and in the diagram content menu in the share.
Node Numbers: The nodes in the filtered share will be renumbered, starting from one, following the node numbering standard.
Gateways: If a node(s) in a gateway is tagged, the gateway start and end nodes will display in the filtered share, alongside the tagged node(s).
Branches: If a child node in a branch is tagged, the parent node will be included in the filtered share, even if it is not tagged.
The following objects associated to the filtered nodes and associated to the process in general will display on the share:
TIO's (triggers, inputs and outputs).
Feedback and replies.
Custom positions will be removed in the share.
Custom created swimlanes will display in the share.
The share will be saved just like any other share. If a tag is updated after the share has been created, the tag used in the share will be updated accordingly.
A tag used in a filtered share can only be deleted when associated shares has been deleted - read more here.
A filtered share can be printed like any other share, but the footer will show which tags are included by stating: “Printed for {tag names}”.
A high-resolution SVG image of the shared map can be downloaded.