Export a drill down

Exporting a drill down will create a new map for all child diagrams under the activity that you are exporting from. Exporting a drill down is useful if you want to restructure a process map, i.e. if you want to move child diagrams to a new area of a map. It is also useful functionality if you want to create a copy of a set of child diagrams, for example if you are drawing a similar set of processes elsewhere in the hierarchy of the map. There are a number of options to consider when exporting a drill down, dependent upon the reason for doing so.

Redirecting Links

One thing to consider when you export a drill down but choose not to remove the lower levels is where you want any diagram links (sign posts, flow-line links and diagram link attachments) and users' To-do items to point to after the export. An option in your user preferences - Show diagram link redirection prompt - allows you to choose to redirect diagram links and move users' To-do items to the exported diagrams during the process. Note that this option also applies when copying and pasting drill downs. If you don't enable this option then diagram links and To-do items will be maintained on the original diagrams.

Below is a table showing what happens to data when exporting or copying a drill down. Note that metadata refers to feedback, change requests, logs, users (authorizers, reviewers, acknowledgers) and access rights.

Remove Lower Levels After Export	Redirect Diagram Links*	Notes
Yes	N/A	All metadata, To-dos and diagram links moved to exported diagrams.
Yes	N/A	All metadata, To-dos and diagram links moved to exported diagrams.
No	Yes	All metadata copied to exported diagrams. To-dos and diagram links moved to exported diagrams.
No	No	All metadata copied to exported diagrams. To-dos and diagram links maintained on original diagrams.

* This option requires the Show diagram link redirection prompt to be enabled in your user preferences.

To export a drill down as a new map:

1.	Right-click the drill down and choose Export. Note that is option is not possible if there are drill down variants.

2.	Select the Process Repository or a folder within the Process Repository.

3.	In the Export Name text box enter the name for the new map.

Remove lower levels after export will delete the lower level diagrams from the map that you are exporting from (these can be restored using the Deletion Recover Manager if required).

Click OK.

To export a drill down as a packaged map:

1.	Right-click the activity and from the Drill Down menu choose Export as Package.

2.	In the Export Name text box enter the name for the packaged map.

3.	Select any of the following options:

Remove lower levels after export will delete the lower level diagrams from the map that you are exporting from (these can be restored using the Deletion Recover Manager if required).

Include Attachments will include all file and Document Registry links. Note: If there are many attachments, or the attachments are large, then the process will be slow and a large packaged map will be created.

4.	Click Next.

5.	Select the folder to save the packaged map to and click Next.

Note: To create a new child folder, select the parent folder to create it in and click New Folder.

6.	Choose one of the following options by stating the intended use for the map, then click OK:

•Internal backup or transfer should be selected if the content is only for re-use or for an internal backup. All personal information will be maintained. This option should not be selected if you intend the content to be transferred to a third party as doing so will breach data-privacy regulations.

•Send to TIBCO Nimbus for support purposes should be selected if you intend to send the content to Nimbus® Support. All personal information will be maintained but will be removed from the content by TIBCO once the requirements have been met.

•Send to another external company or organization should be selected if you intend to send the content to an external company. All personal information will be removed from the content.

•Unknown should be selected if you are unsure how the content will be used. All personal information will be removed from the content.