Save a process as workflow for documentation

-1

I would like to document a process/workflow that we follow for a task. And I think Visio would be better.

But I want the default view of the workflow as a collapsed/summarized view and provide a description upon clicking on a shape. Is there any software that could do that?

Image below for reference

Gangula

Posted 2018-04-20T12:37:51.027

Reputation: 349

Answers

There is no collapsed/expanded view option in Visio.

Paul Herber

Posted 2018-04-20T12:37:51.027

Reputation: 1 607

Yes, there is no such settings. Consider to use another drawing for sub-process to workaround it as "expanded". For example:

Create two pages: Page 1 for main process, and page 2 for sub-process.
Select one shape which you want to expand in Page 1, click Developer tab, in the Shape Design group, click Behavior.
In Behavior window, select Double-click tab, select Go to page: Page 2.
Click OK.

Double click the shape in Page 1 to expand details in page 2.

WinniL

Posted 2018-04-20T12:37:51.027

Reputation: 572

Thank you for the suggestion. This might come in hand, some other time.

But in this case, I just want it to be expanded when clicked, as this is not a sub-process, it's just a brief description of the step/task for anyone looking at it for the first time. – Gangula – 2018-04-25T06:49:11.600

ok..Unfortunately, there is no "expanded" feature available in Visio app currently. So sad :( Maybe you can submit a feedback in Visio uservoice. – WinniL – 2018-04-25T06:51:55.597