Table fact sheet

The Table fact sheet allows you to clearly display the contents of process models, such as EPC and BPMN processes.

Open a table

You can open a table for a process model to list the functions and their roles.

Procedure

  1. Click Application launcher Application launcher > Published content Published content.

  2. Click Groups in the Classic or Processes in the Default configuration set.

  3. Navigate to the group where the relevant model is stored.

  4. Click the name of the process model. The fact sheets are shown.

  5. Activate the Table fact sheet.

You opened the table. You can sort the functions or open the matrix.

Add and remove a column of a table

You can add columns to a table. If you navigate in the fact sheets view, added columns are displayed. All added columns will be automatically removed when you leave the fact sheet view, for example, when you select another model in the group structure.

Procedure

  1. Open a table.

    You can open a table for a process model to list the functions and their roles.

    Procedure

    1. Click Application launcher Application launcher > Published content Published content.

    2. Click Groups in the Classic or Processes in the Default configuration set.

    3. Navigate to the group where the relevant model is stored.

    4. Click the name of the process model. The fact sheets are shown.

    5. Activate the Table fact sheet.

    You opened the table. You can sort the functions or open the matrix.

  2. Click Add column Add column. The available columns are shown.

  3. Click the column name of the column you want to add.

You added a column. You can remove a column by moving the mouse pointer over the column header of the column you want to remove and clicking Remove Remove next to the column title.

Open the matrix of a table

You can open a matrix based on the Table fact sheet to clearly display the interrelations between the individual roles and functions.

Procedure

  1. Open a table.

    You can open a table for a process model to list the functions and their roles.

    Procedure

    1. Click Application launcher Application launcher > Published content Published content.

    2. Click Groups in the Classic or Processes in the Default configuration set.

    3. Navigate to the group where the relevant model is stored.

    4. Click the name of the process model. The fact sheets are shown.

    5. Activate the Table fact sheet.

    You opened the table. You can sort the functions or open the matrix.

  2. Click Matrix Matrix. The interrelations between the individual roles and functions are transparently displayed.

  3. Click Add column Add column to extend the table. You can delete added columns at any time.

You have opened a matrix based on the Table fact sheet.

Sort functions of fact sheets

You can sort the functions of fact sheets, for example, of the Table or RACI fact sheet.

Procedure

  1. Open a table.

    You can open a table for a process model to list the functions and their roles.

    Procedure

    1. Click Application launcher Application launcher > Published content Published content.

    2. Click Groups in the Classic or Processes in the Default configuration set.

    3. Navigate to the group where the relevant model is stored.

    4. Click the name of the process model. The fact sheets are shown.

    5. Activate the Table fact sheet.

    You opened the table. You can sort the functions or open the matrix.

  2. Click the column title Sort by process flow Functions. The sort options are displayed.

    Sort functions

  3. Click the relevant sort option. The functions are re-sorted.

You have re-sorted the functions.