Customize the Appearance of a Process Model Object

Customize the color and/or the icon for a Process model object.

Overview

Customize the appearance for a selected Process model object in the following ways:

Permissions

Your user account or group membership must have the following permissions to customize the appearance of a Process model object unless your user account has the Make this user a Super Admin setting selected:

  • Processes: Edit Processes

  • Processes: View Processes

See the Process permissions or ask your Administrator for assistance.

Change the Color for a Selected Process Model Object

The default color for a Process model object is black-colored by default. The shape and label color for the Process model object/PM Block may only be changed individually.

Follow these steps to change the color for a Process model object:

  1. Select the Process model object to change its color. Available options display above the selected object.

  2. Do one of the following to change the color:

    • Select a color swatch: Select one of the color swatches from the color palette. The item and its label changes to that color.

Change the Icon for a Selected Process Model Object

For PM Block authors, also see Configure a PM Block to change its icon. The PM Block displays with the default configured icon so that all Designers recognize that PM Block from the PM Blocks tab of the Explorer panel when adding a PM Block to the Process model.

Each Process model object displays a specific icon that represents that item by default. The icon may be changed for a selected object.

Follow these steps to change the icon for a Process model object:

  1. From the Search drop-down menu, select the icon to display. The item's icon changes to the selected icon.

  2. Click OK.

To reset the item to its default icon, click the Reset to Default button from the Select a custom icon screen.

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