The Work portal Web part

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The Work portal Web part

Overview

The following example will guide and illustrate how to integrate Bizagi in SharePoint throughout the Work portal Web part (the fastest and immediate option).

 

This option features Bizagi Work portal as a whole inside of SharePoint content and it requires minimal configuration, since it will embed Bizagi into any chosen page.

This page can be new or existing, but for best usability, it is recommended that the Web part is included into a new page.

 

For more information about other options (custom and advanced) as to how to configure Bizagi Web parts separately, refer to Custom options and advanced settings.

 

Example

SharePoint Online offers two types of web pages: Web part Page and Site Page. The main difference between these two types of pages is that a Site Page is responsive and it is compatible with mobile devices.

They both support Web parts, though for Site Pages Web parts are named App parts. Bizagi Web parts keep the same settings and properties regardless of the type of page they are being used on.

 

In this example, we will part from having a sample corporate intranet:

 

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We want to integrate Bizagi's Work Portal into it (either directly in this page, or by having it in a separate one and using a hyperlink to direct to it).

We present below both possibilities.

 

Work portal on a Web part Page

First, we will edit the Web part Page to include the Web part called Work Portal from the set of Bizagi Web parts for SharePoint. Make sure you're on editing mode before you start.

To add the Web part, click on Add a Web part on your page template and under the Apps category you will be able to see Bizagi Web parts. Select Bizagi Workportal and click on Add.

 

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Once included, the Web part is displayed in configuration mode. You may check out its description and help text for further information:

 

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Click on its drop-down options to select Edit Web part.

Notice that this will show its settings at the top right hand:

 

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Within these settings, along with those provided by SharePoint for any Web part (such as Appearance settings), you will find:

 

SETTINGS GROUP

SETTING

DESCRIPTION

Bizagi Server

Bizagi Server URL

Defines the Bizagi Workportal location.

Important: The URL must have https protocol and end without the final slash, like this:

https://www.mydomain.com/bizagiproject

Bizagi Configuration

Default view

Personalizes how the inbox will be displayed. There are two possible values: Details and grid.

Page Size

Specifies the number of records to be displayed when Default view is set as grid.

 

 

To configure the Web part:

Make sure you set the Bizagi server URL as https protocol and without a backslash at the end of the address.

For this Work portal Web part, you may leave the defaults and click OK.

 

Work portal on a Site Page

To add the Bizagi Work potal on a Site Page, all you need to do to add a new App part by clicking on the Add new icon and then select the Bizagi Workportal.

 

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Once added, click on your App part's Edit icon to continue with our set up.

 

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Type in your server's URL keeping in mind the URL need https protocol and it avoids ending with a slash. To set up the App part as responsive, make sure you check on Resize to fit page.

 

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After you set up your App part click on Apply and you're ready to go.

 

Viewing your Web part

At this point, you are set configuring the Work portal Bizagi Web part or App part.

Once you save changes on this page (and eventually check-in and publish the new content), your end users will log in to SharePoint once, and immediately have access to their Bizagi Inbox (as worked in the actual Bizagi Work portal).

 

For more information about how the Work portal works in Bizagi and more about its options, refer to Bizagi Work portal.

 

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When choosing to display the Work portal Web part in a separate page, you may use a hyperlink in your homepage to direct your users to it:

 

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