iOS devices

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iOS devices

To access a Bizagi application using iOS devices such as iPhones, go to the App Store and search for "Bizagi". The application is free to 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 version installed on the server where a specific project is executed. Otherwise, the project might not execute properly.

 

 

AppStore

 

 

 

Logging into Bizagi

Open the mobile application and tap Add Project to sign in to a Bizagi Project:

 

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In the new screen configure the following

URL to access Bizagi project. Tap the combo on the left of the field to alternate between http:// and https://.

 

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Tap Next (->) and log in to the project according to the authentication type configured. For Bizagi Authentication, configure the following:

User: User name configured in the Work Portal

Password: User’s password.

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

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

If the application server has more than one active domain, Bizagi will display a list (tap the down-icon to access it) from which you can select the corresponding domain.

 

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Keep in mind that 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 to quickly access their related applications.

The list contains user information and is located in the main screen.  

 

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QR code log-in

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

 

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

 

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A pop-up message requests 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 on 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 log-in portal, where you will need to enter your user name 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 displays a pop-up with your portal's QR code ready to be scanned with your device.

 

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Fingerprint access

This feature relies on the device's TouchID fingerprint sensor 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 povide the password.

 

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Bear in mind that finger print access is only available for devices that have a fingerprint sensor.

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

 

Inbox

Once you are signed in, your Inbox displays by default. You can change the default behavior in the Profile options, as we explain below.

 

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This screen displays all your assigned activities, grouped by due date.

You will find four categories:

 

Overdue: Activities that are overdue. Each activity shows a red icon.

Today: Activities that expire today. Each activity shows a yellow icon.

Tomorrow: Activities that expire tomorrow. Each activity shows a green icon.

Upcoming: All remaining activities. Each activity shows a green icon.

 

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To navigate through the cases, swipe up and the cases load automatically.

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

 

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Tap (V11_18) to filter the display.

 

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Select the Bizagi icon located at upper left to switch users and projects.

 

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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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FlatDesign9 allows closing the activity.

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Controls appear 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 device's input menu.

 

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Image type controls let you take or upload photos from your device.

 

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File type controls let you take or upload photos, or record videos or audio.

 

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

 

Case folder

Every case has some options which you can access by selecting the three-line button. These options are the mobile equivalent to the case folder in the Work portal.

 

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The options are the same. You can upload files directly from your device, take part in discussions about this activity in this case.

 

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The summary menu shows general information about the case.

 

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Me menu

The Me Menu appears if a stakeholder experience has been set for this user.

If no stakeholder experience has been defined for this user, the option does not appear.

 

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The Me menu displays three tabs, My stuff, Relevant to me and My cases:

 

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

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

 

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You can switch from view to view (as long as Me applies for the user) using the icons at the bottom left of the screen.

 

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Experience Searches

If you don't want to search cases but to use the previously configured Stakeholder's experience searches, select Relevant to me in the Me menu. Here, you can find all defined searches for the stakeholders in which the user is registered. When you select Relevant to me, the configured search form appears so you can filter the results. To learn more about experience searches please refer to the Data Searches article.

 

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You don’t have to use all search fields. Tap the three dot menu and select Search.

 

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If you search without setting any filters, the results show all stored information; otherwise the results are all information that matches the filters you specified.

 

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Once the results are displayed you can either execute a new filtered search or sort the current results by one attribute.

 

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New Case

This option allows you to create new cases in your Bizagi Project.

 

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When you select this option you see two tabs:

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

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

 

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To create a new case, tap the process name or the application to which the process belongs to and then select 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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Search

This option lets you search over all open cases. Select the magnifier icon located at the bottom of the Main screen.

Enter the name of the activity or the case number. The list of activities that meet the search criteria appears.

 

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

The search results include every case matching the information provided will be listed. You can filter as well by the case's due time state, if it's a favorite case for the user, or by a due date range.

 

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Profile

This screen displays the Application options and the user profile. This option is available through the icon displayed at the bottom right of the screen.

 

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The Profile option displays the current user's picture, user name and email, and the version of the project.

You will find the following options available:

 

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GROUP

OPTION

DESCRIPTION

PROFILE

Language: [Current Language]

Select the Bizagi application language. The Bizagi Application will display onscreen text and messages in the language you select.

A message appears to inform you that the language you select will be applied when you restart the application.

 

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User information

Lets you see your profile information.

SETTINGS

Start view

Defines the default start page when you log in. The possible values are: Automatic, Dashboard (Me menu), Inbox.

Auto Log in

When enabled, let you automatically log in directly to the most recent project you worked on.

When this is disabled, the application presents a list of all recent projects with a button for a quick log in.

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

Touch ID

Enables or disables Fingerprint access.

Notify by Email

Defines whether you will receive notifications by email. To receive these notifications, enable Automatic Notifications in the process model.

 

About

Displays information related to the application and the server you are connected to.

Take a Tour

Displays brief information about Bizagi Mobile App and its functions.

Clean offline data

Deletes existing offline data.

If you select this option, all the data of the offline cases you worked on, but have not uploaded, is removed. This action cannot be undone.

Sign Out of Bizagi Project

Closes the current session in the server.