Element & Connection Menus

Element Details Panel

Clicking on activities and connections in the process diagram gives you quick access to relevant actions and information. This is often the fastest way to explore your data. When you click on an element, a menu bar will pop up with basic controls for copying, renaming, and deleting the element. Additionally, there are some context-specific actions that depend on whether you clicked an activity or a connection. These actions are designed to help you quickly filter your data, view relevant metrics, and explore details without leaving the diagram.

Let’s take a closer look at the options available when you click on an activity or connection in the process diagram.

---

Selecting Elements

Single Selection

Click on any activity (box) or connection (arrow) to select it:

• The element highlights to show it’s selected
• The details panel updates to show details about that element
• Tabs with relevant options become available

Multi-Selection

Shift + Click to select multiple elements:

• All selected elements highlight
• The details panel shows combined metrics
• Filter actions apply to all selected elements

Clearing Selection

• Click on empty canvas space
• Press Esc key
• Click the same element again to deselect

Panel Tabs Overview

When you select an activity or connection, a details panel opens. This panel is organized into tabs that let you explore relationships, filters, mappings, and documentation related to the selected element.

---

From Activity

This tab lists all activities that directly precede the selected activity, including a Cases column showing how many cases flow from each source activity. Values can be sorted to help identify key sources.

To Activity

This tab lists all activities that directly follow the selected activity, including a Cases column indicating how many cases continue to each next step.

Filters

This tab provides two filter options:

• Cases with this activity – keep only cases that include the selected activity
• Cases without this activity – exclude all cases that include the selected activity

Selecting a filter immediately updates the diagram and all metrics.

Mappings

This tab shows how the selected activity is mapped to higher-level or logical activities. It includes:

• A Mapped Activities list
• The ability to add mappings using the + button
• The ability to remove mappings using the trash icon

Documentation

This tab displays rich-text documentation linked to the activity, such as policies, agreements, or work instructions. The documentation is read-only during analysis and scrollable for longer texts.

---

Details Panel Information

When an activity is selected, the details panel shows:

• Case count: How many cases include this activity
• Average time: How long cases spend at this activity
• Frequency: How often this activity occurs relative to others
• Additional metrics: Based on your dashboard configuration

When a connection is selected, the details panel shows:

• Case count: How many cases took this path
• Frequency: How common this transition is
• Time metrics: How long cases take between these activities
• Percentage: What portion of cases leaving the source activity take this path

---

Metric Selection

You can change what metric is displayed on the process diagram.

Changing the Display Metric

The process diagram can show different metrics on activities and connections:

Metric Type	What It Shows
Frequency	How often each element occurs
Case Count	Number of cases through each element
Time	Duration (wait time, processing time, or total)
Cost	Cost associated with each element (if available)

How to Change Metrics

1. Look for the Metric Selector in the toolbar or details panel
2. Choose the metric you want to visualize
3. The diagram updates to show the selected metric

The visual intensity (color saturation or line thickness) indicates the metric value. Higher values appear more prominent.

---

Selecting a Connection

When you select a connection (a path between two activities), the details panel opens with a simplified set of tabs compared to activities.

Only two tabs are available for connections:

Panel Tabs Overview

When you select an activity or connection, a details panel opens. This panel is organized into tabs that let you explore relationships, filters, mappings, and documentation related to the selected element.

Filters

This tab contains path-based filter actions for the selected connection:

• Directly Followed By – keep cases where the source activity is directly followed by the target activity
• Indirectly Followed By – keep cases where the target activity occurs later in the case, but not directly after the source
• Not Directly Followed By – exclude cases where the source is directly followed by the target
• Never Followed By – keep only cases where the target activity never occurs after the source activity

When you click one of these filter actions, a process filter is applied immediately and becomes visible in the Filters section of the right-side filter panel.

Documentation

This tab shows documentation related to the selected connection.

If no documentation is available for the connection, the panel displays a clear “No documentation for this element” message.

---

Quick Filter Patterns

Here are common analysis patterns using the details panel:

“What makes this activity slow?”

1. Click on a slow activity
2. Note the average time in the details panel From or To Activity (metric Avg. Throughput Time)
3. On the filter tab Select “Cases with this activity”
4. Use the Case Explorer in the filter panel to investigate individual slow cases

”Why do some cases skip this step?”

1. Use the Filters tab in the details panel
2. Select Cases without this activity
3. Examine the filtered cases to understand why they skipped

”What happens after this step?”

1. Click on the activity
2. Look at the To Activity tab and their frequencies
3. Click on each next step to see where cases go

”Is this path problematic?”

1. Click on a connection
2. View the time metrics in the details panel
3. If times are high, click to filter and investigate those cases

---

Visual Indicators

The process diagram uses visual cues to highlight information:

Activity Appearance

• Color intensity: Indicates metric value (darker = higher)
• Size: May indicate frequency or importance
• Border: Selected elements have highlighted borders

Connection Appearance

• Line thickness: Indicates frequency (thicker = more cases)
• Color: May indicate time or performance
• Arrows: Show direction of flow

Selection Feedback

• Highlighted border: Currently selected element
• Dimmed elements: Non-selected elements when filtering is active

---

Tips for Effective Exploration

1. Start with the busiest paths - Click on thick connections first. They represent your main process flow

2. Look for thin connections - These rare paths often indicate exceptions or problems worth investigating

3. Compare start to end - Select the first activity, note its metrics, then compare to the last activity

4. Use filters progressively - Double-click to filter, analyze, then add more filters to narrow down

5. Check the details panel - Always look at the detailed metrics; the diagram shows only one metric at a time

---

Related Features

• Using Filters  - More filter options
• Case Explorer  - Investigate individual cases
• Metrics Reference  - Understanding available metrics