Element & Connection Menus
Learn what you can do when you click on activities and connections in the process diagram. Quick access to filters, metrics, and details.
On This Page
Navigating Dashboards
Navigating ProcessMind Dashboards
Efficient navigation helps you focus on analysis rather than searching for features. This guide covers all the ways to move around and manage your views in ProcessMind.
Process List
The Process List is your starting point for accessing dashboards.
Accessing the Process List
Click the Process List icon in the left sidebar to see all processes you have access to.
Process List
Process List Features
- Search: Type in the search box to filter processes by name
- Sort: Click column headers to sort by name, date, or other attributes
- Favorites: Star processes you access frequently for quick access
- Folders: Processes may be organized into folders by your administrator
Opening a Process
Click on any process name to open its dashboard. The process diagram and charts will load in the main canvas.
Bookmarks
Bookmarks save your current view including filters, chart settings, and zoom level. They’re essential for returning to specific analyses.
Accessing Bookmarks
Click the Bookmark icon in the left sidebar to see saved bookmarks.
Using Bookmarks
| Action | How |
|---|---|
| Open a bookmark | Click its name in the list |
| Search bookmarks | Use the search box at the top |
| Organize | Drag to reorder or move to folders |
Creating a Bookmark
- Set up your view with the filters and settings you want to save
- Click the hamburger menu (☰) in the top right
- Select Bookmark Dashboard
- The bookmark is saved with the process name
Sharing Bookmarks
Bookmarks can be shared with team members. Click the Edit icon next to a bookmark and select Share Link to generate a shareable URL.
For more details, see Process Bookmarks .
View Controls
View controls help you see exactly what you need on the canvas.
Select Control
The Select control is the first icon in the view controls. It allows you to select elements on the canvas for filtering or inspection.
Multiple elements can be aligned with the alignment controls that appear when multiple elements are selected.
View Controls
Zoom
Zoom in to see details of specific parts of your process:
- Mouse scroll: Scroll up to zoom in, down to zoom out
- Zoom buttons: Click + or - in the top right
- Keyboard: Press
+or-keys
Zoom to selection: Select an element and zoom controls will center on it.
Pan
Pan to move around the canvas without changing zoom level:
- Click and drag: Hold left mouse button and drag on empty canvas space
- Middle mouse button: Hold and drag anywhere
- Arrow keys: Use arrow keys to nudge the view
Fit to View
Click Fit to automatically adjust zoom and position so the entire process fits in your screen. This is useful when you’ve zoomed in and want to see the big picture again. You can also right-click anywhere on your canvas to zoom to fit.
Minimap
The minimap provides an overview of your entire process, showing where you’re currently viewing.
Toggling the Minimap
Click the Minimap button in the view controls to show or hide the minimap.
Using the Minimap
- Blue rectangle: Shows your current viewport (what you’re seeing)
- Click anywhere: Jump directly to that part of the process
- Drag the rectangle: Pan your view by dragging the viewport rectangle
The minimap is especially helpful for large processes where you need to navigate between distant parts quickly.
Detail Slider
The detail slider can be found on the right panel under filters. The detail slider controls how much of your process is visible in the diagram. Complex processes with many activities and paths can be overwhelming. The detail slider lets you simplify the view.
Detail Slider
How It Works
The detail slider filters the process diagram based on frequency:
- More detail (right): Shows all activities and connections, including rare paths
- Less detail (left): Shows only the most common activities and paths
As you move the slider left, less frequent elements fade out, leaving you with a cleaner view of the main process flow.
When to Use It
| Situation | Slider Position |
|---|---|
| Getting an overview | Less detail (left) |
| Understanding the main flow | Less detail (left) |
| Investigating edge cases | More detail (right) |
| Finding all variations | More detail (right) |
| Presenting to stakeholders | Less detail (left) |
Detail Slider vs. Filters
The detail slider is different from filters:
- Detail slider: Hides low-frequency elements from the view but doesn’t change metrics
- Filters: Actually exclude cases from the analysis, changing all metrics
Use the detail slider for visual clarity; use filters when you want to analyze a specific subset.
Pro Tip
Start with the slider at minimum detail to understand the happy path, then gradually increase detail to see where cases deviate.
Canvas Interactions
Selecting Elements
| Action | Result |
|---|---|
| Single click | Select one element |
| Shift + click | Add to selection |
| Click empty space | Clear selection |
| Esc key | Clear selection |
Context Menus
Click on any element to access its context menu with quick actions like filtering and viewing details.
Double-Click Actions
- On an activity: Opens filter options for that activity
- On a connection: Opens filter options for that path
- On a chart segment: Filters to that data segment
Tips for Efficient Navigation
- Use bookmarks for views you return to regularly
- Learn the keyboard shortcuts for faster navigation
- Use the minimap for large processes
- Fit to view when you get lost
- Star favorite processes for quick access from the process list
View State
Your current view (zoom, pan position) is temporary unless you save it as a bookmark. Refreshing the page will reset to the default view.