Offer form
Toolbar buttons

Button

Description

Open the properties panel for the selected shape.

Delete the selected shape.

Display the Offer Shapes palette. Click the shapes icon to open a window which contains all of the shapes you can add to your Offer. This window will remain open until you close it. Click to display a drop-down menu that allows you to click and drag a shape to add it to the canvas.

Turn Pan mode on. While Pan mode is on, you can left-click a blank area of the canvas and drag to move the diagram as a whole relative to the viewable area in the window.

Pan mode and Select mode are mutually exclusive. If you click Select mode, you turn off Pan mode. However, when in Pan mode, Ctrl-click or Shift-click a shape to temporarily enable Select mode. The cursor changes to the Select icon as long as you are holding down the Ctrl or Shift keys, and will change back to the Pan icon when you release the key.

When Pan mode is off (and Select mode is on), you can always right-click a blank area of the canvas to drag and move the diagram as a whole relative to the viewable area in the window.

Turn Select mode on. When Select mode is on, left-click a blank area of the canvas and drag to form a selection boundary. When you release the mouse button, the selected shapes will be highlighted. You can perform an action, such as move or delete, that affects all the shapes.

You can also Ctrl-click or Shift-click to select or deselect specific shapes and connectors.

Pan mode and Select mode are mutually exclusive. If you click Pan mode, you turn off Select mode.

Click a selected shape in a group and drag to move the entire group as a unit. All connectors having both ends on shapes in the set will also move rigidly. Any connector having one end in the set and one end on a shape not in the set will stay connected but will reroute just as if only one of its two shapes were being moved individually.

Right-click a selected shape to open a context menu relevant to that shape. When more than one object is selected, right-click when hovering over one of the selected shapes to open a context menu relevant to the group of shapes. For example, you can perform various alignment functions that affect the selected shapes.

Any click outside the grouping will deselect the selection and return you to normal editing.

Turn on or turn off alignment snapping. In a newly created Offer, alignment snapping is on by default. When you move a shape so that its center, top, bottom, right, or left edge is in alignment (either vertically or horizontally) to another shape's center, top, bottom, right or left edge, a gray dotted line appears to assist you in understanding the relative placement of the shape you are moving. When you release the mouse button, the shape will snap to the nearest alignment guideline.

The alignment guide lines are separate from the grid lines. If the grid has never been turned off, then the alignment guides will correspond with grid lines. However, if the grid has been turned off, and you have moved a shape, the alignment guide lines for that shape will always be relative to the shape's position which may be different than a grid location. Even if grid snapping is turned back on, the shape will snap to the alignment guide line, which may not be in line with the grid line.

Press the Ctrl key while you move a shape to temporarily turn off the alignment guide lines.

Regardless of whether alignment snapping is on or off, you can press the Shift key to constrain the shape's horizontal and vertical movement so that it can only be moved in line with itself.

Turn on or turn off grid snapping. In a newly created Offer, grid snapping is on by default. When you add or move a shape, a connector on the shape is aligned with a grid point, both horizontally and vertically. When grid snapping is off, you can place or move the shape anywhere on the canvas.

The alignment guide lines are separate from the grid lines. If the grid has never been turned off, then the alignment guides will correspond with grid lines. However, if the grid has been turned off, and you have moved a shape, the alignment guide lines for that shape will always be relative to the shape's position which may be different than a grid location. Even if grid snapping is turned back on, the shape will snap to the alignment guide line, which may not be in line with the grid line.

Regardless of whether grid snapping is on or off, you can press the Shift key to constrain the shape's horizontal and vertical movement so that it can only be moved in line with itself.

Turn on or turn off the display of likelihood percentage on connectors in the Offer.

These buttons are currently not used and have no effect in the Offer flow.

Turn on or turn off draft mode. While the Offer is in draft mode, you can reference rules and flow actions that are not yet defined. You can save the Offer and any violations will be reported as warnings.

As a best practice, save Offers with draft mode turned off. This ensures that the system has performed all necessary validations and strongly reduces the chances of runtime errors in Offer flow execution.

This button is currently not used in the Offer flow.