Collaborate in real time

Edit the same diagram with your teammates at the same time, see who else is on the canvas, and let Bonita Process Designer keep everyone in sync automatically.

In Bonita Process Designer, several people can open and edit the same diagram at once. There is no need to wait for someone to "release" a diagram before you can work on it: everyone’s changes are merged live and saved for you, and you can see who else is editing alongside you.

Who can collaborate

Collaboration follows the same rules as everything else in Bonita Process Designer: you can only join a diagram that belongs to one of your groups, and what you can do depends on your role.

  • Creators and Admins can edit the diagram in real time.

  • Readers can open the same diagram and follow along — they see other participants and their changes live — but cannot make edits.

For more on roles and group scoping, see Roles and permissions.

See who is editing

When other people are on the same diagram, Bonita Process Designer shows their presence directly on the canvas:

  • A participant list shows everyone currently viewing or editing the diagram.

  • Each participant has their own colour, so you can tell contributions apart.

  • You see other participants' live cursors moving across the canvas, and the element each person currently has selected.

This makes it easy to coordinate verbally ("I’ll take the approval branch, you take the rejection path") while you work in parallel.

How changes are kept in sync

The server holds the single source of truth for the diagram while you collaborate. As you add, move, resize, connect, or delete elements, your changes are sent to the server and broadcast to the other participants almost instantly. The server stores the diagram a few seconds after the last change, so you do not need to save to share your work.

When two people change the same element at nearly the same moment, Bonita Process Designer resolves the conflict with a simple last-writer-wins rule: the most recent change to that element is the one that is kept. Changes to different elements never conflict — they simply merge.

If you edit very fast, some of your changes may not be shared, and the editor tells you: You are editing too fast — some changes were not shared. Please slow down.

Because conflicts are resolved per element, the safest way to work in parallel is to edit different parts of the diagram. The advisory lock indicator (below) helps you see when someone is already working on an element.

Save while collaborating

Save (or Ctrl+S) and autosave still have a role while you collaborate, but they do not send your copy of the whole diagram, which could overwrite a co-editor’s work. They send the diagram’s preview image for the Home page, and the server then stores the shared diagram immediately rather than a few seconds later. Each time the server stores the diagram, a version can be recorded: see Version your diagrams.

A save is reported as successful only when the server answers it, except when the preview image could not be made: there is then nothing to send, and the save is reported with a warning only. After a network interruption, a save can also be reported as successful even though some of your edits never reached the server: see Known issue: a dropped connection can look connected. For the save button, autosave and their messages, see Save your work.

The advisory lock indicator

When another participant is actively editing a specific element, Bonita Process Designer can show an advisory lock on that element, with a label such as <name> is editing this element. This is a courtesy signal, not a hard block: it tells you "someone is working here right now" so you can avoid stepping on each other’s changes. It does not prevent you from editing — collaboration stays fully concurrent.

While AI is editing the diagram

When someone generates or modifies the diagram with AI, the AI result replaces the diagram: Generate replaces the whole diagram, and Modify works from what is on the diagram when the request starts. So that the result is not mixed with other edits, the diagram is locked for everyone else until the AI request is over:

  • The other participants see a banner: AI is editing this diagram for <name> — editing is paused until it finishes. While the lock is on, they cannot change the diagram.

  • Their palette, inspector, element tools, Save, Undo, Redo, Open file and Simulate process are paused. They cannot move shapes, edit labels, drop a file on the canvas or use the editing shortcuts (Delete, Backspace, Ctrl+Z, Ctrl+Y). They can still look at the diagram, export it and print it.

  • A change that reaches the server during the lock is refused with AI is editing this diagram — your change was not applied. Please wait.

Wait until the banner disappears, then check the diagram before you carry on: what you see is the AI result.

The person who started the AI request is not locked, but what they change meanwhile is replaced when the result arrives: they are first asked Replace the current diagram?, and if they decline, the result is discarded. Analyzing a diagram with AI does not lock it. See AI diagram generation.

The lock lifts once the AI result has been applied and saved. After a failure, or if the person who started the request declines the result or has closed the editor, it lifts about a minute after the request is over. If the AI service does not answer, the lock lasts until the request times out: about ten minutes by default. Nobody can cancel a running request. The banner names the person who started it: if the lock lasts, ask them first. If the banner is still there after about ten minutes, reload the page: the banner is updated only while live collaboration is connected.

If the person who started the request had closed the editor, the result is applied when they reopen the diagram in the same browser, once they confirm Replace the current diagram?, and it replaces what the others changed in the meantime.

When the connection drops

If your network drops briefly, Bonita Process Designer reconnects automatically. On reconnect, your editor receives the current diagram from the server and your canvas is replaced by it, so you immediately see any changes other people made while you were away.

While you are disconnected, the editor still lets you edit, but your changes are not shared with the other participants. Autosave and Save then store your copy of the whole diagram directly, but not in the shared diagram that the server keeps while anyone has the diagram open. As long as someone has the diagram open — a co-editor, a Reader, a second tab of yours, or a stale connection of your own — that shared diagram wins: when you reconnect, your canvas is replaced by it, and the changes you made while disconnected disappear from it. If a save succeeded while you were disconnected, the Versions tab normally holds an Auto version saved by you at that time, with those changes: download it, or restore it as a new diagram (see Restore a version).

The editor does not show that it is disconnected until it gives up reconnecting, a few minutes later, with Live collaboration stopped after repeated connection failures. Reload the page to resume. Until then, after any network problem, treat the connection as lost and do not keep editing. If you have made changes since, export the diagram as JSON first. Then wait for the network to come back, and reload the page: a reload while you are offline loads nothing.

If the network is unavailable altogether, saves fail with Failed to save diagram and your changes stay flagged as unsaved.

After repeated failed attempts to reconnect, real-time collaboration stops with the message Live collaboration stopped after repeated connection failures. Reload the page to resume. If your session has expired, the message is Live collaboration stopped: your session has expired. Log in again to resume. In both cases, reload the page, logging in again if asked, to rejoin the diagram.

When someone reports lost changes

If changes are reported lost, for example to your administrator or to Support, check these points first:

  • Did anyone else have the diagram open at the time: a teammate, a Reader, another browser tab of the same person, or their own earlier connection that had not timed out yet?

  • Did the computer go to sleep, or did the Wi-Fi or VPN connection drop?

  • Was an AI Generate or Modify request run on the diagram?

  • Did the editor show a message starting with Live collaboration stopped?

Then open the Versions tab of the diagram:

  • after a disconnection, look for an Auto version saved by that person during it: download it, or restore it as a new diagram. Such a version holds the changes only if the editor knew it was disconnected when it saved;

  • after an AI request, the version just before the AI result holds the diagram as it was.

Edits made over a connection that died without being noticed, for example after sleep or a Wi-Fi or VPN drop, never reached the server, and no version holds them. If that browser tab is still open, export the diagram as JSON before reloading it (see Known issue: a dropped connection can look connected).

Known issue: a dropped connection can look connected

The editor does not currently detect a connection that died without being closed, for example after your computer wakes from sleep or after a Wi-Fi drop. Such a connection still looks connected: the edits you make over it never reach the server, and Save can still report success.

After a network interruption, or when your computer wakes from sleep: if you have made changes since, export the diagram as JSON first. Then reload the page before you continue editing.