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Diagram-defined custom properties

Diagram-defined custom properties (DDCP) hold information not predefined in Process DesignProcess Design The discipline of explicitly modeling business processes to document, analyze, and optimize them. In Process360 Live, process design is the authoring side that complements mining's data-driven view., and can even create custom relationships between objects — like repository-level custom properties, but scoped to a single diagram.

Prerequisites​

  • A Creator license (Designer or Architect ability) to create and edit web diagrams — see the License capability matrix. There's no separate permission for DDCP beyond the permission to modify the diagram.
  • The diagram checked out to you.

Steps​

Add a property​

Select the Custom Properties button, then the Manage Shape Properties (gear) icon, then Create Property. Set:

  1. Display Name — the name users see.
  2. Property Name — the internal name. It auto-fills from the display name (and stops auto-filling once you edit it manually).
  3. Description — what the property holds and why.
  4. Property Type:
    • Text — Single Line, Multiple Lines, or Collection of Unique Text Fields (the user adds each field with Add). You can cap the character count, which affects database size.
    • Number — choose the precision (Integer or Floating Point).
    • Date, Date and Time, or True/False — no extra settings.
    • Selection List — Single Value (1 of N) or Multiple Values (M of N); Add Option for each choice (the ID is generated from the label); reorder with Custom Order → Reorder.
    • Repository Relation — relate To a single object or To multiple objects, and optionally Restrict relationships by object type.
    • Duration, Distance, Percent — value-and-unit properties, no extra settings.
  5. Restrict diagram elements by type — limit the property to certain shapes; Remove all element type restrictions shows it on all shapes.

Edit a property​

Select the edit pencil in the Manage Shape Properties dialog. You can change the display name, description, text sub-type, selection-list options (add, remove, edit, reorder), repository-relation object-type restriction, and diagram-element type restrictions.

The edit pencil in the Manage Shape Properties dialog.

Remove a property​

Select the trash icon in the Manage Shape Properties dialog.

The remove icon in the Manage Shape Properties dialog.

Where DDCP appear​

  • The Custom Properties panel, after selecting a shape.
  • The Display Fields panel, under Custom Properties – Diagram Element (with the new Display Fields feature flag enabled).
  • The Metrics panel, including in Value Stream Map diagrams.
  • External Data objects, including mapping properties to External Data columns — see External data object.

Limitations​

DDCP aren't currently supported in: Narrative, Reporting, the REST API (create/read/update/delete), or iGrafx Desktop Client IGX files with custom data (which don't import into Process DesignProcess Design The discipline of explicitly modeling business processes to document, analyze, and optimize them. In Process360 Live, process design is the authoring side that complements mining's data-driven view. diagrams).