On the ALM sidebar, under Requirements, select Business Models.

• Some menu commands and buttons are not available in all model views.

• Tip: You can access the menu bar from the Business Models module by pressing the shortcut key Alt.

• Version Control: Additional menu commands and buttons are available in a version control enabled project. For details, see Versions Menu and Buttons.

How to Work with Business Process Models

Business Models Module Icons

Edit

Copies a model entity or folder and pastes its URL as a link. The item itself is not copied. Instead, you can paste the address into another location, such as an email or a document. Clicking the link opens ALM and takes you to the item. If you are not already logged in, ALM first prompts for login details.

Edit

Moves a business process model or folder to a different location in the tree. Activities and paths are moved together with their model.

Edit

Deletes selected model entities or folders. You cannot delete the root folder.

Models

Opens the Details dialog box for the selected model entity. For details, see Model Details/Model Activity Details Dialog Box.

View

Expands/collapses all the nodes under the selected folder.

View

Enables you to filter and sort the models in the business models tree or grid. Any currently applied filters or sorting orders are displayed below the toolbar. For details, see Filter Dialog Box.

Edit

Opens the Find dialog box, enabling you to search for a model entity under the selected folder. For details, see Find Dialog Box.

right-click menu

Adjusts the zoom level of the diagram overview so that the entire model is visible in the overview pane.

right-click menu

Adjusts the zoom level of the model diagram so that the entire model is visible in the diagram pane.

Edit

Opens the Flag For Follow Up dialog box, enabling you to define a follow up flag for a selected model entity. For details, see Flag For Follow Up Dialog Box.

Models

Opens the Go To Model dialog box, enabling you to find a specific model by Model ID. You can only go to models that are in the current filter.

Models

Opens the requirements tree in the Requirements module, and highlights the representative requirement of the selected model entity.

right-click menu

Opens the requirements tree in the Requirements module, and highlights the selected requirement.

Available from: Linkage tab > Requirements tab

right-click menu

Navigates to the sub-model in the business models tree that is represented by the selected activity.

right-click menu

Enables you to view instances of a test in test sets in the Test Lab module.

If there is only one instance of the selected test, the Test Lab module opens with the instance highlighted.

If there is more than one instance of the selected test, the Select Test Set dialog box opens, and you select a test set and instance.

Available from: Linkage tab > Tests tab

right-click menu

Opens the test plan tree in the Test Plan module, and highlights the selected test.

Available from: Linkage tab > Tests tab

Models

Opens the Import Models dialog box, enabling you to import or re-import business process models from a source file. For details, see Import Models Dialog Box.

Available from: Model Tree view

View

Displays indicators on the left-side of the business process model window. For details, see Business Models Module Icons.

View

Displays the Model Analysis view, enabling you to analyze the quality of selected business process models. For details, see Model Analysis View.

View

Displays the Model Grid view, enabling you to view business process models, activities, or paths in a flat, non-hierarchical view.

View

Displays the Model Tree view, enabling you to view your business process models and elements hierarchically in a tree, and to view a diagram of the selected model.

Models

Opens the New Folder dialog box, enabling you to add a folder under a selected folder in the business models tree.

Syntax exceptions: The folder name cannot include the following characters: \ ^ *

Available from: Model Tree view

Models

Opens the New Business Model Path dialog box, enabling you to define a sequence of transitions between activities in a model. For details, see New Model Path/Model Path Details Dialog Box.

Available from: Model Tree view

View

Refreshes the business process model view so that it displays the most up-to-date information.

right-click menu

Removes the selected requirement or test from the linkage grid.

Available from: Linkage tab > Tests and Requirements tabs

Edit

Enables you to rename the selected business process model folder.

Available from: Model Tree view

Edit

Selects all records displayed in grid.

Available from: Model Grid view and Linkage tab > Tests and Requirements tabs

Opens the Select Columns dialog box, enabling you to determine which fields are displayed in the business models grid and their order. For details, see Select Columns/Select Fields Dialog Box.

Available from: Model Grid view

right-click menu

Opens a panel displaying the following tabs:

• Requirements Tree

• Test Plan Tree

The panel enables you to link requirements and tests to model entities.

Models

Opens the Send E-mail dialog box, enabling you to send business process models by email to recipients selected from a list. For details, see Send E-mail Dialog Box.

right-click menu

Displays the full path of linked requirements or tests. The path is displayed in the Name column of linked requirements, and in the Test Name column of linked tests.

Available from: Linkage tab > Tests and Requirements tabs

Edit

Opens the text search pane in the lower part of the Business Model module window, enabling you to search for records in predefined fields. For details, see Text Search Pane.

Available from: Model entities

right-click menu

Increases the zoom level of the model diagram.

right-click menu

Increases the zoom level of the diagram overview.

right-click menu

Decreases the zoom level of the model diagram.

right-click menu

Decreases the zoom level of the diagram overview.