Business configuration

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Business configuration

Business Configuration determines the settings for the way currency, dates and times are displayed in the Work Portal. The Menu is found in the Configuration Tab as shown below:

 

BusinessConfiguration

 

In the Business Configuration menu the user will find three main groups of options to change the Project's settings.

 

Language: This option allows you to enable the languages (Language, Country, and Culture Name) that will be available for your project.

 

Localization: This group of options allows the administration of the regional configuration for the Bizagi project, including culture, date, time and currency format.

 

Notifications: You can customize the body of automatic notifications messages in order to include the desired information.

 

Advanced: This group of options allows the configuration of the general display parameters for the Bizagi project.

 

BusinessConfiguration2

 

Language

This option allows you to enable the languages (Language, Country, and Culture Name) that will be available for your project.

To enable languages, check the Enabled box(es) corresponding to the language(s) you want to support.

 

BusinessConfiguration1

 

For more information about how to change the languages, please refer to Defining localization.

 

Localization

This group of options allows the administration of the regional configuration for the Bizagi project, including culture, date, time and currency format. To change any configuration, click on the desired value in the drop down list of each option. Then click OK.

 

BusinessConfiguration3

 

The available options in the Localization group are:

 

Element

Description

Localization Options

Global Culture

Defines the culture for the application, including the text and calendar to be used.

Date and Time format

Short Time Format

Defines the short time format.

Short Date Format

Defines the short date format.

Long Date Format

Defines the date format used to display the creation date and solution date in the Work Area.

Currency and number format

Decimal Digits

Defines the number of decimal digits in numeric values.

Currency Symbol

Defines the currency symbol displayed before the value.

Decimal Separator

Defines the decimal separator character.

Thousands Separator

Defines the thousands separator character.

Time Zone

Server Time Zone

Defines the time zone used in the Web Server.

If your project requires multiple users to be in different time zones, this parameter is a must. This is the time zone that Bizagi will use to store all dates in the database. If this option is not defined, dates shown in the work portal might be inconsistent.

Keep in mind that all users have their timezone as a user preference.

 

The following is the hierarchy that Bizagi uses to determine a user's Timezone.

Individual: Individual users can have a timezone defined. If an individual's timezone is set, then Bizagi will use that one. Else, Bizagi will evaluate the following condition. If a user HAS a timezone defined, and it is different form the project's one, then Bizagi will DISPLAY ALL dates for this user matching his/her timezone. But all dates will be stored in the project's time zone

Location: Each user may belong to one Location. A Location may o may not have a Timezone defined. If the user belongs to a Location and it has a Timezone defined, Bizagi will use it. Else, Bizagi will evaluate the following condition.

Organization: Each user belongs to one or more Organization(s). Organizations may have a Timezone set. Bizagi will take the first organization created that has a Timezone set, and uses the zone set on that one. if the Organizations have no timezone set, then Bizagi users the project's timezone.

If a user travels, changing timezone, Bizagi will still consider the timezone defined in his/her preferences. It will only change if the Preferences are updated. The update will affect every single date the users sees.

Users should know that Bizagi converts the dates to match their individual timezone to avoid problems when entering dates.

 

note_pin

Keep in mind that the project's TimeZone configuration must match that of the WebServer and Database.

 

Date time currency and number format

The format that is shown in the Work Portal for each user depends on the configuration of the user's language, the Global Culture and the values set in the Business configuration.

 

If there is a defined Culture and the date and number formats are NOT defined, the symbols that appear in the Work Portal will be those corresponding to the Culture.

 

CultureNoSymbolUserLang

 

If there is a defined Culture and the date and number formats ARE defined, the symbols that appear in the Work Portal will be those corresponding to the defined formats.

 

CultureSymbolUserlang

 

If there is NO defined Culture and the date and number formats are NOT defined, the symbols that appear in the Work Portal depend on whether the user has a selected language.

oIf the user has a selected language, the formats will be those corresponding to the chosen language.

oIf the user does NOT have a language, the formats will be those of the English culture that Bizagi has by default.

 

NoCultureNoSymbolLang

 

 

If there is NOT a defined Culture and the date and number formats ARE defined, the symbols that appear in the Work Portal will be those corresponding to the defined formats.

 

NoCultureSymbolLang

 

Global Culture

Symbols

User language

Result

Yes

No

N/A

Global Culture format

Yes

Yes

N/A

Symbols

No

No

Yes

User language's format

No

No

No

Default English format

No

Yes

N/A

Symbols

 

Notifications

You can customize the body of automatic notifications messages in order to include the desired information.

Automatic notifications are e-mail messages sent to end users to inform about canceled cases, delayed activities and assigned tasks.

 

BusinessConfiguration4

 

To customize the body of a specific notification click the Edit option. A new window will display to modify the Name, Subject and text of the message body.

 

Element

Description

Task notification

These messages are sent as soon as a task has been allocated. Since a task can be allocated to several people, the notification is sent to everyone assigned to the activity.

Cancel notification

These notifications are sent as soon as a case has been canceled to everyone that is currently allocated to an Activity of the case. The notification lists all the assigned activities the user had with the tag <taskName>.

Task alarm notification

These notifications are sent when an Alarm has been configured for a specific task of the Process.

Notify on plan assignment

These notifications are sent when an activity in a plan executes. The message is sent to the assignee and to the delegated users. The Stakeholder must enable the Notify on assigment option in the Work Portal.

 

BusinessConfiguration5_1

 

Advanced

This group of options allows the configuration of the general display parameters for the Bizagi project

 

BusinessConfiguration6

 

Element

Description

Assignments

Default Assignment User Group

Defines the Default user group for assignments when no user meets the allocation conditions.

Project Options

Show Events and Tasks in search results

Shows the Events in the case area.

Hide Task Types in State Log

Hides tasks that have no direct interaction with the user.

Group Cases by Case Number

Group case lists by case number. When this option is enabled, the sort cases in the Inbox is disabled.

Enable Read Only Mode For allocation Type Everyone

This enables the take ownership/release functionality for a task that has been assigned to everyone. Refer to Details on assignment to everyone for further information.

Always enable Release button on read-only mode

This check-box is available if the Enable Read Only Mode For Assignment Type Everyone check box is enabled. When you thick this check-box, on the Work Portal, the release button appears once you take the ownership of the task.  Refer to Details on assignment to everyone for further information.

User Preferences

User Preferences form

Allow to edit user properties within a specific form.

Download options

View Files Content as

Defines how the files shown in the Work Portal should download: in a new browser window or in a download window .

Content Types

Defines the content type for uploaded files. You must configure the file extension and the associated application in order to display the files.