Custom options and advanced settings

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Custom options and advanced settings

Overview

The following article describes how to use additional options when choosing to integrate Bizagi into SharePoint through diverse specific Web parts.

Such additional options provide advanced settings for a SharePoint Web designers to enhance flexibility so that he/she may:

Customize where each of the Web parts (that compose the complete Bizagi Work portal) is exactly displayed.

Decide if certain options are available and shown for a given SharePoint page (e.g, you may show the inbox from a certain page as a summarized view without having the full work portal options).

 

SPWB_SP2010_intranetInbox

 

Notice that in the example above, the inbox presents 5 cases per page.

 

 

Specific Web parts

For this approach you choose to include separately each piece of information and views that Bizagi presents at its Work portal.

Such specific web parts are: Activity Form, My Inbox, Case summary, Start Process list, Start Process button, and they will be described in the sections below.

 

 

startprocess

 

By including all of these, you may build up the Bizagi Work portal manually (instead of directly using the Work portal Web part, which is already composed by the aforementioned).

If you wish to automatically include Bizagi Work portal as a whole Web part, refer to The Work portal Web part.

 

 

1. My Inbox

This Web part shows the list of pending work of a user (his or her Inbox).

In this Web part, the user will view a filtered list of his or her to-do list (according to activities' due date or to specific Processes).

 

07MyInbox

 

Notice that Bizagi Inbox is presented in 2 different views: grid or details, and that you may switch these:

 

07MyInbox2

 

Clicking on a pending task will trigger the Case summary Web part.

 

Keep in mind this Web part has some settings which require configuration (as described in the next section: Web parts settings).

 

 

2. Activity form

This Web part allows users to work in a pending activity (includes whenever a Process instance is started).

This Web part will be shown whenever the user directly clicks on a pending task or creates a new case (triggered by the Work Portal, Cases summary, Start process button and Start process list Web parts). Through it, the user can fill out any information to complete his or her work (click on Save or Next).

This Web part can be configured to be shown as a pop-up window, or in a totally different page (useful when having a lot of information to fill out), or somewhere else right in the same page.

 

08ActivityForm

 

Keep in mind this Web part has some settings which require configuration (as described in the next section: Web parts settings).

 

3. Case summary

This Web part shows allows users to view the summary form of a case, and to decide if he or she wishes to work on this case (by clicking on the Work on it button).

It is really useful when a user needs to first take a look at summarized and important information related to processes, in order to start working on it.

It is shown by default in the right hand side of the Inbox when in a details view (or also shown by clicking on the View Summary button when in a grid view).

 

15Summary

 

Clicking to work on it will open the Activity form Web part.

 

Keep in mind this Web part has some settings which require configuration (as described in the next section: Web parts settings).

 

4. Start process list

This Web part shows allows users to start Process instances (create new cases).

It will show the available Process list, with the option to search or filter according to recent Processes.

It is really useful when a user has many possible Processes to start, otherwise it can be best to use the Start Process button Web part instead.

 

Selecting and clicking on a Process chosen to start, will trigger the Activity form Web part to show the first form of that Process.

 

09Startprocesslist

 

Keep in mind this Web part has some settings which require configuration (as described in the next section: Web parts settings).

 

5. Start process button

This Web part shows allows users to start Process instances (create new cases) one-click away.

It will show a button with an optional label to provide a shortcut which is really useful when a user will most likely only start a few types of Processes (you may have 1 or more of this Web part).

 

On the other hand, if the user can choose from many possible Processes to start, it can be best to use the Start Process list Web part instead.

 

Clicking on the button will trigger the Activity form Web part to show the first form of that Process.

 

10Startprocesbutton

 

Keep in mind this Web part has some settings which require configuration (as described in the next section: Web parts settings).

 

note_pin

To configure this Web part, it is recommended to sign in with a user that has the proper rights in Bizagi to access processes.

 

 

Interaction between Web parts

The following diagram illustrates how these Web parts interact with each other (their dependencies):

 

Interaction

 

 

Note that for instance, the Activity form is shown and updated by any click events coming from either: the Start process button, the Start process list, the Case summary, or the very Inbox.

 

 

Web part settings

To add Web parts to a page, keep in mind you may also do this from scratch in blank pages. If you do create new pages, these Web parts are recommended to be included in a page with the "Header, Left column, Body" layout:

 

02RecommendedLayout

 

 

Adding Web parts is done by clicking on the Add Web part sections and choosing from the Bizagi category:

 

myinbox

 

 

To configure Bizagi Web parts, click on the drop-down icon and in Edit Web part:

 

05EditWebpart

 

 

Then configure the Web part settings in the panel appearing at the right side of the edited page.

The following table lists the configuration settings for these Web parts:

 

 

SETTINGS GROUP

SETTING

DESCRIPTION

APPLIES TO

Bizagi Server settings

Bizagi Server key

Select from this drop-down list the item from the Bizagi configuration list having the connection details to your Bizagi project (as per defined in the central configuration).

All Bizagi Web parts.

Select process

Select from this drop-down list the process which will be started up by the button.

It is recommended to ensure that proper rights are granted for process access in Bizagi for the user editing the page.

Start process button

Bizagi Form settings

On-click action

Choose if you wish to open additional information in a pop-up (in which case, it requires no additional configuration).

Such additional information correspond to the Activity forms, (Activity form Web part) shown when wanting to work in a specific case, or when creating a new case.

 

 

If you do not wish to show this information as pop-up, select Show the form activity action as pop-up? = No, and then specify if you wish to open it in another page. For this, make sure you create that other page with the Activity form Web part in it, and then set in this setting the name of that page.

Work portal,

Case summary,

Start process list,

Start process button,

My Inbox.

Bizagi summary settings

On-click action

Choose if you wish to open case summary information in a pop-up (in which case, it requires no additional configuration).

Such additional information correspond to the global-summary form shown when browsing for detail of a specific case.

 

If you do not wish to show this information as pop-up, select Show the form activity action as pop-up? = No, and then specify if you wish to open it in another page. For this, make sure you create that other page with the Case summary Web part in it, and then set in this setting the name of that page.

Work portal,

My Inbox.

Bizagi Web part settings

Cases by page

Define how many pending cases do you wish to have listed in your Inbox.

Work portal,

My Inbox.

Default view

Choose if you wish to show by default the Details or grid view for how are the cases listed.

Work portal,

My Inbox.

Show view toggler

When enabled, the Work portal will display the possibility for end users to switch anytime from both of the listed-cases style:  Details or grid.

Work portal,

My Inbox.

Appearance,

Layout and

Advanced

(SharePoint usual settings)

Settings in these groups are SharePoint standard.

When using Bizagi Web parts, you may choose to edit settings such as: their title, height and width, and if title and borders are shown (Chrome type).

For instance, select Chrome type = None to hide the default title and border.

All SharePoint Web parts.

 

 

When you have configured the Web part, save the edited settings.

 

Keep in mind you should configure each of the involved Web parts, and then check-in your changes.

In the example above, we are using 4 Bizagi web parts: 3 Start process buttons, and one Inbox:

 

SPWB_SP2010_intranetInbox_exp

 

 

At this point, we are set configuring the Web parts with custom options!

 

 

What is next?

You may also customize the styles used by the Web parts.

In order to do this, and override the default styles, refer to Web parts styles.