Bizagi Studio user interface explained

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Bizagi Studio user interface explained

Overview

Bizagi Studio has two main views: the Wizard view and the Expert view.

Every project can be automated using the Wizard view; however, some advanced features are available only in the Expert view. In order to change between the views, locate the Home tab in Bizagi Studio's upper ribbon, and select the Expert or Wizard button in the View group.

 

Wizard view

Click for further information about the Wizard View

 

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Expert View

Click for further information about the Expert View

 

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The Ribbon

The Ribbon contains the main controls to manage your project. These are organized into different tabs, and are briefly described below.

 

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File tab

 

Welcome window2

 

MENU OPTION

DESCRIPTION

New

Creates a new Bizagi project.

Open existing project

Opens an existing Bizagi project.

Projects

Manages existing projects.

Recent

Quick access to the latest projects that have been used.

Bizagi Studio Security

Control user rights to elements of a Bizagi project.

Process Xchange

Access our Free Process Xchange to download ready-to-use executable Processes.

Exit

Exits Bizagi Studio

 

 

Home tab

 

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Home tab contains three main buttons that are always displayed.

 

GROUP

MENU OPTION

DESCRIPTION

View

Wizard

Changes to the Wizard View

Expert

Changes to the Expert View

Designer

Experience

Allows you to customize end user's experience in Bizagi's Work Portal. For each user group (Stakeholder) you can define what they can do with the application via Actions, define access to data sets and to data searches. For more information, refer to Experience Design.

Project

Run

Access the Bizagi web application (Work Portal) to automate the Processes

Search

Search for Bizagi objects such as entities, attributes, business rules and Processes. These are objects created by the users in the Process automation.

 

This contextual menu will give quick access to the most commonly used options in each feature. The following two examples shows two different contextual menus, Process and Attributes based on the selections made.

 

This shows the Home menu layout, with the contextual menu called Process, when accessing a specific Process in the Processes module:

 

 

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This shows a slight altered view of the Home menu layout, with the contextual menu called Attributes, when accessing the attributes of a specific Entity in the Entities module:

 

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Tools tab

 

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GROUP

MENU OPTION

DESCRIPTION

User Interface

Widgets

Access the Widgets menu, where you can create and manage sophisticated customized HTML controls which are not by default in Bizagi 's Forms Modeler controls.

System Integration

Connectors

Access the Connectors menu, where you can download integration packages to existing corporate systems such as ERP, CRM, core applications, legacy systems and services in the ESB in general.

Components

Bizagi offers an integration layer which allows existing systems to be integrated into Bizagi. Bizagi offers an interface wizard for web and rest services invocations and a feature called the Component Library for a Process-level integration (transactional).

Business rules

Library Rules

Library rules are business rules shared by all applications and Processes created in the project. They can be called from any Process, any rule or any element.

 

Configuration tab

 

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GROUP

MENU OPTION

DESCRIPTION

Options

Environment

Determines the way in which emails, scheduler, files uploaded and logging options, among others, are configured. The environment configuration is specified for each environment individually (Development, Test and Production).

Business

Defines business specific preferences such as localization, notification templates and other global options that apply to the whole project across all environments. View more information on business configuration.

Tracing

Activates traces to track the different behaviors and values for entities, business rules, validations, interfaces, the LDAP server, the scheduler and assignments.

Web Server

Defines the Web Server type to be used by the project: Internet Information Services or IIS Express.

Entities for live process

Defines the entities that can be accessed from Live Processes (Cloud Only).

View more information about entities for Live Processes.

Sequences

Sequences

Allows you to create sequences which are counters incremented by a value defined by you each time a case is created. View more information about creating customized case numbers.

Case Numbering

Customizes case identifiers, which are the case numbers given by Bizagi in the Work Portal, for every instance of a Process. View more information about creating customized case numbers.

 

Help tab

 

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GROUP

SUB OPTION

DESCRIPTION

Help

User Guide

Displays this User Guide. The document may be downloaded to a PDF file for offline access.

Free Forums

Access to the online support forums.

Process Xchange

Access to the Bizagi's Process Xchange Process templates and discussion forums.

Community

Feedback

Directs you to the Feedback & Questions page to convey comments, questions, suggestions, and ideas for improvements.

Tell a friend

A link that helps you to share Bizagi Suite with clients, colleagues and friends.

About

Release Notes

Information on current and past versions.

License

Opens the License Administration window to activate or buy licenses

About

Information about Bizagi Studio and participating contributors.

 

Style and Language

 

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MENU OPTION

SUB OPTION

DESCRIPTION

Hide / Show control

-

Minimizes the ribbon

Settings

Language

Alters Bizagi Studio's language between Spanish, English and Japanese. Restart Bizagi Studio to change the current language.

Help

-

Displays a new Browser with the Product's User Guide.