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.

 

 

 

Configuring the Work Portal Web part

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

 

SPWB_intranet0

 

 

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).

 

To do this, we will edit this page to include the Web part called Work portal from the set of Bizagi Web parts for SharePoint.

Include this Web part into a Web part zone, by locating it from the Web parts available in the Bizagi category:

 

SPWB_WebParts03

 

 

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

 

SPWB_WebParts04

 

 

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

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

 

SPWB_WebParts02_v2

 

 

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 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).

Bizagi Web part settings

Cases by page

Define how many pending cases (by pages) do you wish to list for your end users' Inbox.

Default view

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

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.

 

 

To configure the Web part:

Make sure you set the Bizagi server key to define the connection to your Bizagi Work portal.

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

 

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

 

 

SPWB_intranet2

 

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:

 

SPWB_SP2010_intranetLink

 

 

SPWB_SP2010_intranetWhole

 

 

What is next?

You may also customize the styles used by this Web part.

If you do not wish to use the default styles, refer to Web parts styles.