iOS devices

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iOS devices

To access to the Bizagi application using iOS devices (e.g, iPhones), go to the App Store and search for "Bizagi". The application is free for download.

 

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Keep in mind that the version of the application installed in the mobile device must be greater than or equal to the Bizagi's version installed on the server where a specific project is executed. Otherwise, the project might not be properly executed.

 

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Logging into Bizagi

Open the mobile application and provide the following information to sign in to a Bizagi Project:

URL to access Bizagi application. You can use QR code Log-in.

 

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User: user name configured in the Work Portal

Password: user’s password.

Domain: the domain to which the user belongs to, as defined by the admin.

If the application server has only one active domain, the domain selection is not required.

If the application server has more than one active domain, Bizagi will display a combo to select the corresponding domain.

 

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Keep in mind that the user properties can be obtained from the Work Portal.

 

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You can also access a list of previous logins made from the device (Login history) to quickly access their related applications.

 

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QR code Log-in

Bizagi application offers a log-in shortcut, via a QR code, QR code log in makes it easy to log into a project, by inputting the server's URL and the domain automatically.

 

To start with QR code Log in, tap the Scan QR code option on the bottom of the screen.

 

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A pop-up message will request permission to access the device's camera.

 

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Grant the permission. You will need to scan with your device the QR code from the desktop Work Portal.

 

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Once you scan the code, your site's URL and your domain will be loaded on your device. The next step is to enter your username and password and you'll be ready to go!

 

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If your portal has oAuth or Federated Authentication you will be redirected to your identity provider's login portal, where you will need to enter username and password.

 

To obtain the Work Portal's QR code log in in the desktop's Work Portal and click your User Profile picture on the top right. Select Mobile code.

 

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Bizagi will display a pop-up with your portal's QR code ready to by scanned with your device.

 

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Fingerprint access

This feature relies on the device's TouchID fingerprint sensor in order to enforce security when a user logs in to the Bizagi app. Fingerprint access associates the fingerprint registered in the device to a specific Bizagi account and requests it when logging in.

 

This feature is enabled when the device has a registered fingerprint. As soon as a user types the credentials and taps to log in, a pop-up message displays to associate the current fingerprint to that account.

 

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When the user reopens the app, Bizagi will request the fingerprint in order to log in. If the fingerprint matches, the log in will be successful. If the fingerprint does not match, the option “Enter password” display and the user will be redirected to the log in page to type the password.

 

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Bear in mind that Finger print access is only available for devices with fingerprint sensor included.

This feature only supports Bizagi, Custom, Mixed and LDAP Authentication.

 

Cases management

Once signed in, the Activity feed is displayed by default and depends on the Me Menu configuration for this user to be shown by default.

If none stakeholder experience has been set for this user, the Activity Feed will be shown by default:

 

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Otherwise, the Me Menu will be displayed with the My Stuff section selected:

 

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The Me menu displays all its three tabs, My Stuff, Relevant to me and My cases:

 

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Within Relevant to me tab, you can find all available searches for the current user. Detailed search use can be found in the search section.

Bear in mind that when the Add new button is configured for a collection shown in My Stuff, an option will be displayed at the top right of the screen when the collection is open. More information regarding the Add new button can be found in My Stuff article.

 

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Nevertheless, these views are switchable (as long as Me applies for the user) through the icon displayed at the top left of the screen.

 

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Settings

This screen displays the Application options. This option is available through the icon displayed at the bottom left of the screen.

 

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The Settings option displays the current user's picture and username.

You will find the following options available:

 

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OPTION

DESCRIPTION

Logout (Icon on the top left corner)

Closes the current session in the server.

Auto Login

When enabled, allows to automatically log in directly to the last project used when the application is opened.

When disabled, the application presents a list of all recent projects with a button for a quick login.

Logging off will require users to enter project information and user credentials.

Touch ID

Enables or disables the Fingerprint access.

User information

Displays the information of the profile of the current user. Furthermore, it allows to change the default Start View when logging in to the application.

Language: [Current Language]

Alters Bizagi application language. Bizagi Application will display the configured languages and the current device language.

A message will be displayed informing that the language will be applied next time you restart the application.

 

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About

Displays the information related to the application and the server connected

Take a Tour

Displays a brief information about Bizagi Mobile App and its functions.

 

 

Activity feed

This screen displays the list of all your allocated activities, categorized by due date.

You will find four categories:

 

Overdue: Groups activities that are overdue. The due date of these activities is displayed in red.

Today: Groups activities that expire today. The due date of these activities is displayed in yellow.

Tomorrow: Groups activities that expire tomorrow. The due date of these activities is displayed in yellow.

Upcoming: Groups all remaining activities. The due date of these activities is displayed in green.

 

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To navigate through the cases swipe up and the cases will be automatically loaded. This feature reloads the displayed cases.

 

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To work on a pending activity, tap on it and the activity will open.

 

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If the process has a summary form, it will be shown with a Work on it button to open the case.

 

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To create a new case just select the plus icon in the blue circle from the Main Screen:

 

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Once selected, the available processes are listed. If the process is not on the list, type in the name of it in the text box.

 

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Selecting the three bars located at upper left will allow the user to log out and switch users and projects. If the users option is not deployed, the currently listed cases can be filtered according to a due to state.

 

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To perform a search over the open cases just select the magnifier icon located at the top of the Main screen. Type the name of the activity or the case number. The list of activities that meet the search criteria will display.

 

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This search can be also performed through the search option in the left screen menu, which can be opened when selecting the three lines icon (magnifier_icon).

 

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Note that this search is not the same as the searches configured for a Stakeholder. Through this search you can search for process cases.

When searching, every case matching the information provided will be listed. You can filter as well by the case's due time state, if its a favorite case for the user o by a due date range.

 

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Finally, In the Activity Feed screen, the results can be sorted as well whether through the filter beside the search icon or in the left screen menu, directly selecting one of the activity states to filter the cases shown by said state.

 

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Experience Searches

If your intention is not to search cases but use the previously configured Stakeholder's experience searches, Go to Relevant to me in the Me menu, here all defined searches for the stakeholders in which the user has been registered to are listed. When selected, the configured search form will be shown to filter the results. To learn more about experience searches please refer to the Data Searches article.

 

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Not all fields must be completed, in fact any of them is mandatory, but if the search is performed the results will show all information stored, otherwise filtered.

 

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Nonetheless, once the results are displayed, a new filter can be performed as well as sorting the current results by one attribute.

 

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Right screen

Depending on the current option you are in the main screen, different information or options are displayed when selecting the option at the top right of the screen.

Tap (V11_18_old) to access the Right screen while in the Activity Feed to filter the shown cases.

 

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If you tap the (V11_19_old) icon when displaying the Me Menu, it is possible to create new cases.

In this screen there are two tabs:

Recent processes: Displays a list with the most commonly used processes.

All processes: Displays a list with all the available applications and its processes.

 

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To create a new case just tap the process name or the application to which the process belongs to and then tap the specific process.

You can use the search field to save time, searching for a specific process when there are a lot of processes to choose from.

 

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Case folder

Every case has some options which can be accessed when selecting the three-line button while still in the case. These options are the mobile equivalent to the case folder in the Work portal.

 

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The options are the same, files can be upload directly from your device and discussions can take place for this activity in this case.

 

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The summary menu will show general information about the case.

 

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Work on an activity

Once you are working on a case you will find a bar at the top with the following options:

 

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Controls are presented with a modern look to allow the best user experience for easy-app interaction.

Date and time controls allow entering information by using the mobile's input menu.

 

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Image type controls allows taking or uploading photos from your device.

 

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File type controls allow taking or uploading photos, taking videos or recording audios.

 

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Preview is only supported for image files types. Otherwise, Bizagi will enable the automatic download.