Element & Connection Menus

Element & Connection Menus

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.

Selecting Elements

Single Selection

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

• The element highlights to show it’s selected
• The right panel updates to show details about that element
• Context menu options become available

Multi-Selection

Shift + Click to select multiple elements:

• All selected elements highlight
• The right 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

Activity Menus

When you click on an activity (a box in the process diagram), you can access several options:

[IMAGE: ActivityMenu.webp]

• Content: Screenshot showing the context menu for an activity with filter and metric options
• Alt text: “ProcessMind activity context menu with filter and metric options”

Right-Click Menu

Right-click on an activity to see the context menu:

Double-Click Action

Double-click an activity to quickly filter to cases that went through it. This is a shortcut for the “Cases through this activity” filter.

Right Panel Details

When an activity is selected, the right 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

Connection Menus

When you click on a connection (an arrow between activities), you can access path-specific options:

[IMAGE: ConnectionMenu.webp]

• Content: Screenshot showing the context menu for a connection with filter options
• Alt text: “ProcessMind connection context menu with path filter options”

Right-Click Menu

Double-Click Action

Double-click a connection to quickly filter to cases that took that specific path.

Right Panel Details

When a connection is selected, the right 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:

How to Change Metrics

1. Look for the Metric Selector in the toolbar or right 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.

Quick Filter Patterns

Here are common analysis patterns using element menus:

“What makes this activity slow?”

1. Click on a slow activity
2. Note the average time in the right panel
3. Right-click → Explore Cases
4. Investigate individual slow cases in the Case Explorer

”Why do some cases skip this step?”

1. Right-click on the activity
2. Select Filter: Cases NOT through 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 outgoing connections and their frequencies
3. Click on each outgoing connection to see where cases go

”Is this path problematic?”

1. Click on a connection
2. View the time metrics in the right panel
3. If times are high, double-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 right 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