Organize existing processes into folders

A recipe for the first day after upgrading to Bonita Process Designer 1.1, when every existing process sits at Home: create folders and move many processes into them at once.

After the upgrade to 1.1, all your existing processes are at Home, the top level of the home page, in one long list. This recipe sorts them into folders in a few passes, using the Tree view and multi-selection. For the full reference, see Organize processes in folders.

You need the Creator role and membership of the groups whose processes you organize, or the Admin role. A folder belongs to one group, and a process can only go into a folder of its own group, so plan one set of folders per group.

Step 1 — Create the folders

  1. On the home page, stay at Home and select New folder.

  2. Enter a Name, for example Finance, and choose the Group. If you are an Admin, the Group list starts on No group (visible to administrators only): pick the group the folder is for.

  3. Select Create.

  4. Repeat for each top-level folder. To create a folder inside another one, open the parent folder first, then select New folder.

Folder names must be unique within a level (per group at Home), whatever the letter case.

Step 2 — Switch to the Tree view

Back at Home, set View: to Tree. The new folders are listed first, then your processes. The Tree view is where you can select many rows quickly and use the keyboard.

If a label chip other than All Diagrams is selected when the page opens (your administrator may have featured a label), select All Diagrams first, so that no process is hidden. To narrow the list on purpose, use a label chip, the Group: filter or My processes.

Step 3 — Select the processes that belong together

  • With the mouse, select the checkbox of each row, or Ctrl+click the rows (Cmd+click on macOS). Shift+click extends the selection to the row you click.

  • With the keyboard, move with the arrow keys, press Ctrl+Space to select a row, and Shift+Down Arrow to extend the selection.

The bar above the tree shows the count, for example "12 processes selected". Select processes of one group at a time: a selection that spans several groups can only be moved to Home. All the ways to select are in Several processes at once.

Step 4 — Move the selection

  1. Select Move selection…, or press M.

  2. In the Move processes dialog, choose the folder in the Parent process list, under Folders.

  3. Select Move 12 processes (the button shows your count).

Prefer Move selection… to drag and drop for this recipe: its result offers Undo when something moved. A drag that moves everything shows a confirmation and nothing else; only a drag that is partly refused opens the result with Undo.

Step 5 — Check the result, undo if needed

The dialog shows the result, for example "12 processes were moved." If some processes could not be moved, each one is listed with the reason; see Results and Undo.

If you picked the wrong folder, select Undo before closing the dialog: the processes return to where they were. Then select Close and continue with the next group of processes.

Step 6 — Check and share

Open a folder to check its content. The breadcrumb shows where you are, and the address, such as /home/f/Finance, can be bookmarked or sent to your team.

To keep the variants or the steps of a larger process together, you can also file a process under another process: choose that process as the destination instead of a folder. It then appears under its parent in the Tree view. This does not change the diagrams and does not create a Call Activity (see Call other processes).

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