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Visualizing your process hierarchy
Visualizing your process hierarchy

A guide on how to use the process hierarchy visualization tool 'Drawings' to create an interactive visual guide for your users

Louise avatar
Written by Louise
Updated over a week ago

If you prefer giving your users a visual guide to help them navigate your process hierarchy instead of simply showing them the process overview page displaying the hierarchy in categories, groups and processes, you can use 'Drawings'.

This article tells you what the tool can do, but if you prefer watching a video, take a look at the one below for a quick 3 min. introduction. The video also includes a guide on how to create a drawing using the drawing tool.

'Drawings' - an interactive, visual guide to your process hierarchy in Gluu

With 'Drawings' you can create an interactive drawing based on the structure of your process overview page. This is a great tool that helps users navigate your process hierarchy with ease, and it is especially useful if your process hierarchy is complex and/or extensive.

You can include your entire process hierarchy in one drawing like in the example shown below, or you can create multiple drawings that show individual parts of your process hierarchy.

TIP! If you have not set up your process overview page yet and need help doing so, check out this article: Create a process architecture or process hierarchy to organise your processes.

Linking to processes, groups and categories in your drawing

When creating your drawing, you can enrich the shapes with links to categories, groups and processes in your process hierarchy, but you can also add links to external sites or just plain text. This allows you to create a visual, interactive guide for your users of your process hierarchy.

If you link a Gluu object (category, group or process), a small icon will show up on your process overview page. The users can click the icon and will be taken to your drawing.

If the users start out on the drawing instead and click a link to a category or group, they will be shown a filtered view on the process overview page, showing them only that category or group as in the example above.

To get the process overview in the picture above, the user has clicked the group link on the drawing '1.7 Quality, Health, Safety & Environment' shown below and therefore gets taken to the process overview page where only that part of the process hierarchy is shown to the user.

This ensures that the user gets a more targeted view of the process hierarchy showing only a portion of the big overview to help them find what they are looking for.

Linking to other drawings and external sites

However, categories, groups and processes are not the only thing, you can link from your drawing. You can also link drawings together, so that your users start on the drawing showing your entire process hierarchy and gradually moves through drawings showing a smaller and more detailed part of the process hierarchy.

Furthermore, you can add links to external sites outside of Gluu, e.g. your company's intranet, a supplier website etc.

Linking users to your drawings

The final option we will draw your attention to, is the option to add users to your drawings. This can be very helpful, if you would like to visualize who is responsible for a certain part of you process hierarchy.

All users with the manage account admin setting enabled on their user + the account owner has the ability to create new drawings. All users can see the published drawings regardless of their rights.

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