Process Designer tips and shortcuts

You can use several features in Process Designer to improve your efficiency.

When you start using the Designer interface in Process Designer, there are some tips and shortcuts to keep in mind.

The following are tips and shortcuts for the Process Designer desktop editor:

To maximize the space available for the main canvas, you can hide the library by clicking the toggle at the bottom of the Revision History. You can also hide the palette by clicking the left margin of the palette. Click the toggle icon and the palette margin to restore the library and the palette.
To move from one open library item to another, click the arrow keys or the menu at the top of the window.
Unsaved changes have an asterisk next to the item name at the top of the window.
To create a new library item while you are working in the Designer view, press Ctrl+Shift+N.
To open an existing library item while you are working in the Designer view, press Ctrl+Shift+O.
To choose multiple items in a category, press and hold the Ctrl key and then click each item.
You can capture your development progress in snapshots as described in Creating snapshots in the Designer view.
You can revert to a previous snapshot (version) of a library item as described in Reverting to a previous version of a library item.
You can copy the previous snapshot (version) of a library item to your current project as described in Copying an asset from a snapshot.
You can add a dependency to a toolkit to use the library items from that toolkit as described in Creating, changing, and deleting a toolkit dependency in the Designer view.
You can see updates that are made by other users as described in Concurrent editing.
For quick and easy access of particular library items, you can create favorites as described in Creating favorites.
To group library items for easy access, follow the instructions in Tagging library items.
To create smart folders of library items, follow the instructions in Organizing library items in smart folders.
To move or copy library items from one process application to another, follow the instructions in Copying or moving library items.
To add and manage external files as part of your IBM® BPM project, see Managing external files.

The following are tips and shortcuts for the Process Designer web editor:

Click the "Hide the Library" icon at the top left corner of Process Designer to hide the library.
To maximize the space available for in the main canvas, you can resize the palette and the main canvas and you can also hide the property manager by clicking the arrow below the main canvas.
To move from one open library item to another, click the arrow keys or the menu at the top of the window.
To choose multiple items in a category, press and hold the Ctrl key and then click each item.
You can capture your development progress in snapshots as described in Creating snapshots in the Designer view.
Unsaved changes have an asterisk next to the item name at the top of the window.
You can add a dependency to a toolkit to use the library items from that toolkit as described in Creating, changing, and deleting a toolkit dependency in the Designer view.
You can see updates that are made by other users as described in Concurrent editing.
To tag library items for easy access, follow the instructions in Tagging library items.
To move or copy library items from one process application to another, follow the instructions in Copying or moving library items.
To add and manage external files as part of your IBM BPM project, see Managing external files.