Workflow Diagram Templates - SmartSketch - Help

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You use these templates to produce workflow diagrams.

  • Imperial Template—This template has imperial units in decimal inches, ANSI sheet sizes, ANSI dimensioning, and Arial text.

  • Metric Template—This template has metric units in millimeters, ISO sheet sizes, ISO dimensioning, and Arial text.

Work flow symbols are available in the Symbol Explorer for these templates. The Schematic toolbar containing tools to create workflow diagrams appears on the left of the drawing window.

Drawing a Simple Workflow Diagram

  1. Drag symbols from the Symbol Explorer.

  2. Use Connector to connect symbols.

  3. Double-click each symbol to add text.

Drawing an Optimal Workflow Diagram

  1. Place symbols.

    • Place symbols by using the pointer to drag symbols from the Symbol Explorer.

    • While dragging a symbol, use the left/right arrow keys to rotate the symbol dynamically before placement.

    • Use the up/down arrow keys to select different drag points on the symbol before placement.

    • If you press Alt during symbol placement, the alignment indicators are temporarily disabled, allowing you to place a symbol using Grid Snap or visual alignment.

    • You can use two methods to place multiple copies of the same symbol:

      • Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol.

      • Press the Ctrl as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down Ctrl. Once you have placed the first symbol, you can release Ctrl and use the left mouse button to place multiple copies of the symbol.

  2. Connect the symbols.

    • Use Connector. When you draw a connector that is not straight, you should set Clearance on the ribbon to the minimum distance from the symbol where the first turn in the connector occurs.

    • When you draw a connector to a symbol, approach the symbol from the direction you want the connector placed. As the pointer intent zone nears the symbol, suggested targets for the connector appear.

    • If you press Alt while drawing a connector, the diagonal mode is temporarily invoked, and the alignment indicators are temporarily disabled, allowing the connector to be drawn with or without grid snap.

  3. Place text.

    • Double-click symbols to edit text labels at the bottom of the symbols. To highlight existing text for properties editing or moving, pause the pointer over text until the QuickPickQuick indicator appears. Then click and select the numbered box that represents the text. Right-click on the highlighted text to edit properties.

    • To move the highlighted text, click the green lock to unlock. Move the text to a new position. Note that text is entered in paper units regardless of the sheet scale.

  4. Finish the diagram.

    • Use color to modify the symbols and connectors to enhance the drawing.

The following symbol sets aid in drawing workflow diagrams.

Content

Description

[Product Folder]\Symbols\Diagramming\Workflow Diagram

Workflow Diagram symbols. These symbols have special behaviors for enhanced placement and modification.

See Also

Drawing Basic Elements
Drawing Connectors
Create a Template