Define references

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References that are used in maps can be defined and made accessible to users in the web server. References that are added to master maps will be automatically copied to the draft version. References added to draft maps will be copied over to the master version when a diagram or map is promoted. Administrators and process authors can add, edit and delete references in the web server.

 

 


 

 

1.From the Map menu choose References.

 

2.From the File menu choose New.

 

3.Enter the reference id and reference in the respective text boxes.

 

4.Click OK.

 

Note: To delete a reference, select it from the list and from the File menu choose Delete.

 

 

 

Importing References

 

You can import a set of references from a CSV file with the following format:

 

<Reference>,<Description>

 

For example:

 

CAUR,Common Approach Uncommon Results (Ian Gotts)

BPM,Business Process Management (John Smith)

...

 

From the Map menu choose References. From the File menu choose Import from CSV. Select the file to import and click Open.

 

Commas within the text

If there are commas within the text that you are importing, please ensure that you enclose them within quote marks, otherwise the text will not be imported correctly. Also, there must be no space after the comma.

The following will work:

BPM,Business Process Management "," John Smith

The following will not work (due to the space after the comma):

BPM,Business Process Management ", " John Smith

 

 

 

Related topics

 

Defining abbreviations