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  • Bizagi Cloud Platform
    • Bizagi Cloud Platform Architecture
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  • Bizagi Studio Collaboration Services
    • Getting Started with Studio Collaboration Services
      • Studio Collaboration Services user roles and portals
      • Subscription and project structure
      • Cloud portals first steps
        • Customer portal first steps
        • Management Console Web first steps
      • Creating a project for the first time
      • Development considerations 
      • FAQs
    • Security and compliance
      • Security controls
      • Identity and access management
      • Network Security
      • Physical security
      • Reliability
      • Data encryption
        • Data encryption at rest
      • Monitoring and operation
        • Security incident response
      • Regulatory compliance
        • GDPR Compliance
          • GDPR compliance in Bizagi Portals
            • Introductory concepts of GDPR
            • Managing your account and personal data
              • How is personal data collected on Bizagi portals?
              • Update your personal data
              • Obtain a copy of all personal data
              • Subscribe, unsubscribe and manage preferences for newsletters
              • Deactivate your account
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          • GDPR compliance in the Work Portal
            • Disclaimer
            • Introductory concepts of GDPR
            • Terms and definitions
            • Aspects to consider for GDPR compliance
              • How is personal data collected?
              • How is personal data kept accurate and up-to-date?
              • Which personal data is collected?
              • What is the purpose of collecting such personal data?
              • How is consent obtained?
              • How is personal data deliverable to your individuals?
              • How is personal data processed, accessed, stored, and managed?
              • How is personal data disposed?
    • Service requirements
    • Available data centers
    • Studio Collaboration Services subscriptions
    • Enterprise subscription
      • Accessing Portals and Applications
        • Signing the Bizagi Cloud Portals and Applications
        • How to manage the security policies
        • How to manage identity providers
          • Multiple authenticators for cloud-based portals
          • SAML 2.0 Examples
            • Certificates for SAML 2.0 authentication
            • Configure a SAML 2.0 IdP in the Customer Portal
            • Configure Azure AD using SAML 2.0
            • Configure Azure AD B2C using SAML 2.0
            • Configure ADFS using SAML 2.0
            • Configure Okta using SAML 2.0
            • Troubleshooting SAML messages exchange
            • SAML Error Codes
          • Open ID examples
            • Configure Okta using Open ID
          • WS-Federation examples
            • Configure ADFS using WS-Federation
            • Configure Azure AD using WS-Federation
      • How to manage users of your Enterprise subscription
        • Accessing the first time
        • Customer Portal users and roles
        • User management - Enterprise
          • Manage company users
          • Manage subscription users
          • Share a project - Enterprise
          • Manage users by role
          • Manage users by role groups
        • Project and environment management
        • Subscription notifications
      • Studio Collaboration Infrastructure
        • VPN integration
          • VPN alternative for developers in Studio Collaboration
        • Ports and Protocols Requirements - Dataflow
      • Collaboration Team management
      • Sign in Studio Collaboration Services
      • Subscription Support
        • Service Level Agreement
    • Trial subscription
    • Accessing Studio Collaboration Services
      • Creating and opening a project
      • Managing your projects in Studio Collaboration Services
      • Defining Bizagi Studio security
      • Running a project
        • Running a project locally
      • Management Console Web
        • Environment
          • Maintenance window
          • Sync data
          • Delete cases
        • Scheduler
          • User jobs administration
          • Wait Jobs
          • Alert Jobs
        • Track
          • Tracing
          • Event log
          • BPU Monitoring in Management Console
    • From on-premises to Studio Collaboration Services
    • Studio Collaboration Services considerations
      • How Studio Collaboration Services handles data and metadata 
    • Support
      • Service Level Agreement
  • Bizagi Studio
    • Bizagi Studio installation
      • Downloading Bizagi Studio
      • Verifying the installer
      • Bizagi Studio workstation Installation
        • Bizagi Studio Portable edition
      • Bizagi Studio Server Installer
        • Bizagi Studio server system requirements
          • Bizagi server requisites
            • IIS configuration
              • Windows 10
              • Windows 8.1 or Windows 8
              • Windows Server 2019
              • Windows Server 2016
              • Windows Server 2012 R2
          • Database requisites
            • SQL Server requisites 
              • Advanced configuration of SQL Server login accounts
            • Oracle requisites
          • Quick start installation
          • Bizagi Studio silent installation
        • Bizagi Studio architecture
          • System infrastructure
          • Bizagi Studio desktop architecture
          • Work Portal architecture
      • Teamwork setup on-premises
        • Teamwork setup system requirements
        • Teamwork setup using Bizagi Studio
          • Project and database server setup
          • Workstations setup
          • Teamwork Setup Checklist
        • Alternative Teamwork setup using Terminal Services
        • Bizagi Studio security
          • Configure Bizagi Studio security
          • Security groups in Bizagi Studio
      • Uninstall Bizagi Studio
      • End user requirements
      • Setting HTTPS in your projects from Bizagi Studio
        • Creating a custom self-signed certificate
    • Bizagi Projects
      • Creating a new project
        • Creating a project using Windows Authentication for SQL Server
        • Creating a project using Oracle
      • Opening a Project – permissions and ports
      • Managing your projects
      • Upgrading your project in Studio
      • Develop in single or multiple projects
    • Bizagi Studio user interface explained
      • Wizard view
      • Expert view
        • Processes in Expert view
          • Deleting a Process
          • Clone Processes
        • Entities in Expert view
      • Advanced settings
        • Tools
          • Dynamic Rules Tracer
            • How do you use the Dynamic Rules Tracer?
          • Validate all the rules of a project
          • Deleting unused objects in your project
        • Configuration
          • Environment configuration
          • Proxy Configuration
          • Business configuration
          • Tracing configuration
            • Web services traces
            • SAP traces
            • Connector traces
            • RPA Traces
            • ECM traces
            • Form Recognizer traces
            • SOA traces
          • Web server configuration
          • Customize Case numbers
        • Export / Import
          • Sharing processes between projects
            • Important considerations when sharing processes
            • Process Import and Export Using Deployment by Commands
          • Importing a process model from a BPMN file
          • Exporting the metadata of a project for support
        • Defining your company's processes architecture
        • Time zone configuration
          • How the time zone affects Date-Time attributes
    • Experience design
      • Stakeholders
        • Contexts
          • Actions
            • Advanced configuration
            • Batch actions
            • Manage entities while viewing their actions
          • Relevant to me
          • My Stuff
          • Data searches
      • Advanced topics
        • Classifying end users as stakeholders
          • Customizing admin forms for stakeholders
          • Assigning Stakeholders by conditions
          • Obtaining stakeholder information in rules
        • Data templates
        • Classifying relevant processes
        • Creating indirect collections
        • Defining starting filters
        • Enabling new items in my stuff
        • Inheritance in data modeling
          • Polymorphism and constructors
        • Triggers
          • Process trigger example
          • Expression trigger example
    • Process wizard
      • Model Process
        • Standards support
        • Creating a Process within Bizagi Studio
          • My First Process
          • Process Xchange
            • Install web services for Process Xchange
        • Editing a Process
        • Importing a Process
        • Modeling for execution
          • Shape properties
          • Process Properties
          • Task properties
          • Gateways properties
          • Start Events properties
          • Intermediate Events properties
          • End Events properties
          • Swimlanes properties
          • Connectors properties
          • Sub-Processes
            • Embedded Sub-Processes
              • Understanding Transactional Sub-Processes
                • Creating a Transactional Sub-Processes
            • Reusable Sub-Processes
              • Managing Sub-Process entities
              • Understanding Multiple Sub-Processes
                • Multiple Sub-Processes concepts
                • Creating a Multiple Sub-Process
                • Access the parent Process information from the sub-process context
                • Synchronize tokens with Each Token option 
                • Advanced configuration for Multiple Sub-Processes
                  • Advanced configuration using Group by
                  • Advanced configuration using sequential creation
                  • Advanced configuration using Integer Constant
                  • Advanced configuration using Integer Attribute
                  • Launch Multiple instances asynchronously
            • Understanding Ad Hoc Processes
              • Configuring Ad Hoc Sub-processes
        • BPMN Collaboration
        • Duration of Tasks and processes
          • Dynamic Duration
        • Documenting a process
          • Documenting each element
            • Using Rich Text Format
            • Spelling review
          • Extending your documentation
            • Extended Attributes type
            • Example: Add a Table Extended Attribute
            • Managing Extended Attributes
            • Sharing Extended Attributes between elements
            • Exporting and Importing Attributes between Models
          • Using Artifacts
          • Company logo
        • Generating Documentation
          • Publish or Export
          • Publish in Word
            • Templates for Word publishing
          • Publish in PDF
          • Publish to Web
            • Customize styles in Web
          • Publish to Wiki
          • Publish to SharePoint
          • Exporting to XPDL
          • Exporting diagrams as Image
          • Exporting to Visio
          • Exporting to BPMN
        • Importing diagrams
          • Import diagram from Visio
          • Import diagram from XPDL
          • Import diagram from BPMN
        • Simulation
          • What is simulation
          • Simulation in Bizagi
            • Simulation levels
              • Level 1 - Process Validation
              • Level 2 - Throughput time analysis
              • Level 3 - Resource analysis
              • Level 4 - Calendar analysis
            • Configure Simulation
            • Scenarios
          • What If analysis
            • What if analysis example
        • Best Practices in process modeling
          • Anti-patterns
          • Execution of automatic tasks in sequence
          • Choosing the process type
      • Data Modeling
        • Creating your Data Model
          • Data Model options
          • Changing the name of entities or attributes 
        • Entity types
          • Application entities
          • Master entities
          • Parameter entities options
            • Where to manage Parameter entities
            • Parameter entities in Expert view
            • Populating parameter entities
            • Parent and child entities configuration
          • Stakeholder entities
          • The Process entity
            • Context
          • Runtime entities
            • Types and Status values
        • Attribute types
          • File type attributes information
          • Changing the attribute type
        • Relationship types
          • Reversing a related attribute
        • Connecting to external data sources
          • Data Replication
            • Using the Replication Wizard
            • Using advanced Replication configuration
              • Customizing Replication
            • Verifying Replication
            • Additional options in Replication configuration
          • Data Virtualization
            • Using the Virtualization Wizard
            • Using advanced Virtualization configuration
              • Customizing Virtualization
            • Considerations with Primary and Business keys
            • Verifying Virtualization
            • Additional options in Virtualization configuration
          • Data Type Support
        • Temporary Attributes
        • Scopes
        • Business keys
        • Hints
        • Best Practices in Data Model
          • Data model nomenclature and standards
          • Design and performance guidelines
          • Guidelines when integrating data
      • Define Forms
        • Activity Forms
        • Creating Forms for a specific device
          • Example of customizing devices
        • Offline forms
        • Type of Forms
          • Start Form
          • Entity forms
          • Management forms for Parameter entities
          • Query forms 
            • Process queries
              • Process controls
            • Entity queries
          • Global and summary forms
          • User preferences form
        • Form Designer components
          • Ribbon
          • Left panel
            • Containers: Tabs, Groups and Panels
            • Layouts
          • Display area
          • Device tabs
          • Form Properties
        • Form Controls
          • Control properties
            • Default value
            • Filter property
            • Table filters
            • Minimum and maximum values
            • Enable send as attachment
            • Table validations
              • Table validations button
              • Add, Edit and Delete validation expressions
          • Control list
            • Action Launcher
            • Association
            • Button
              • Changing Button style example
            • Cascading combo
            • Case controls
            • Combo
            • Date
            • Entity Template
            • File Print Button
            • File uploads
            • File uploads ECM
            • Form link
            • Geolocation
            • Grouped table
              • Totalizers
            • Hidden
            • Image
            • Label
            • Link
            • List
            • Multi Select
              • Multi Select Example
            • Multiselect Combo
            • Money
            • Number
            • Polymorphic Launcher
            • Radio
            • Read only control
            • Record View
            • Search
              • Search form
              • New records form
            • Search List
            • Suggest
            • Table
              • Edit columns
              • Totalizers
              • Add records
              • Edit records
              • Records detail
              • Export tables to Excel or PDF
              • Change columns format
            • Text box
              • Regular expressions
            • Yes/No
        • Changing control type
        • Extending or customizing Forms
          • Installing Widgets
            • Widget Xchange
              • Example of using a Widget from the Widget XChange
            • Widget Management
          • Creating Widgets
            • Widget Editor user interface explained
            • Widget structure
              • Properties' definitions
              • Functions to implement/override
                • Advanced types of Widgets
              • API for Widgets
                • Coding guidelines and recommendations
                • Using images
            • Steps needed to create Widgets
            • Running simulation for your Widget
            • Troubleshooting Widgets
            • Examples and tutorials
              • My first Widget
              • Modifying Widgets
              • My second Widget
            • General guidelines for creating new widgets
        • Complete tasks via Email
          • Configure Email integration using Gmail
          • Configure Email integration using Office 365 with Exchange
        • Customizing controls behavior
          • Actions and Validations
            • Actions components
              • Basic Actions
              • Other actions
              • Performing actions on collections
            • Form Validations components
              • Basic Validations
              • Validations on collections
            • Compound conditions in actions and validations
        • Form Buttons
        • Context in Forms
        • Saving a Form
        • Using Copy From
        • Forms security: check-in / check-out
          • Force check-in
        • Best Practices in Forms design
      • Business Rules
        • Bizagi Functions
          • Data Access through XPath
            • Filtering XPath
            • Advanced filters
            • XPath Functions
              • Collection Functions
              • XPath basic functions examples
              • XPath advanced functions examples
          • Access entities not related to the data model
          • Me Functions
            • Me
            • Assignees
            • Case
              • Case Creator
              • Case Organization
              • Case Process Definition
              • Case Working Credential
            • Context
            • Task
          • CHelper Functions
            • Math functions
        • Business rules elements
          • Expression element
            • Data Model Viewer
            • Select Parameter Value
            • Validate expressions
            • Search Find Replace expressions content
            • Expression elements syntax
          • Iterate over XPath element
          • Assignment element
          • Boolean, While and If elements
          • Function element
          • Web service element
          • For element
          • Iterate over fact element
        • Define Expression (Process routing)
          • Custom Xpaths in Boolean Expression
          • Scripting Booleans
          • Conditional activity and Conditional event
        • Activity actions (Events)
          • Assignments, calculations and validations
        • Policies
          • Creating a Policy
          • Creating a Policy version
          • Vocabulary
            • Constant Definitions
            • Xpath Definitions
              • Advanced properties of Xpath definitions
          • Policy Rules
          • Decision Tables
          • Preconditions or Decision trees
          • Rule Groups
          • Reusability
        • Defining notifications
          • Automatic Notifications
          • User configured notifications
            • Include process and case information
            • Include Tables or Collections
            • Send messages according to conditions
            • Include information returned by a rule
            • Sending E-mails to Multiple Recipients
              • Context changes in E-Mails
            • Send copies and blind copies
          • Email server configuration
            • Using an SMTP server
              • Using the IIS as an SMTP server
                • Using the IIS SMTP as a relay
              • Using hMailServer as an SMTP server
                • Using hMailServer as a relay
              • SMTP with authentication
        • Business Rules examples
          • Cases and activities
            • Assign a Task
            • Cancel a process
            • Create a new case
            • Display validations to end users
            • Execute Activity
            • Execute events
            • Get Assigned WorkItems
            • Include or replace the work allocation
            • Managing user interface
              • Visible, editable and required using expression
                • Cells visibility and editability using expressions
              • Default value using expressions
              • Minimum value using expressions
              • Maximum value using expressions
              • Filter using expressions
            • Obtain Case object
            • Obtain case organization data
            • Raise Cancel End Event
            • Raise Error End Event
            • Raise intermediate event error
            • Use information from the current case
            • Use Runtime entities in business rules
          • Collections and entities
            • Collection examples
              • Delete items (records) of a collection
              • Attach items (records) to a collection
              • Detach (disconnect) elements of a collection
              • Add records to a table within a table
              • Access the i-th record of a collection
              • Store the total value of a column
                • Add items (records) to a collection
            • Counting the number of elements in an entity
            • Iterating using expressions
            • Filtering, sorting and other functions with collections
            • Obtain and use Entity values
            • Use EntityArray for batch actions
            • Using .id with XPath
            • Using Me.Context
          • Date operations and timers
            • Perform date operations
            • Set tasks and timers duration
          • Documents and files
            • File management with expressions
              • Concatenate Documents
                • Concatenate Documents From Two Xpaths
                • Concatenate Documents From Xpath
                • Concatenate Documents From Files Array
              • Convert files to base64
              • Copy the file content from one attribute to a collection
              • Copy the file content from one attribute to another
              • Count the number of files uploaded
              • Delete an uploaded file
              • Obtain the file name of an uploaded file
              • Obtain the physical path of Bizagi uploads
              • Obtain the size of files uploaded
              • Upload a file using an expression
              • Upload images via an expression
              • Validate file names
            • Read data from an Excel file
            • Update ECM Metadata
          • Math operations, strings and data validations
            • Obtain Boolean value
            • Perform string operations
            • Validate Data
            • Perform Math operations
              • Absolute Value
              • Average
              • Ceiling
              • Exponential
              • Floor
              • Is Not a Number
              • Natural Logarithm
              • Base 10 Logaritm
              • Maximum
              • Minimum
              • Module
              • Percentage
              • Power
              • Quotient
              • Random Number
              • Round
              • Square Root
              • Truncate
          • Project parameters and organization information
            • Define and use sequences
            • Force attribute to deploy
            • Obtain and use Vocabulary values
          • User information and experience
            • Add and remove records from My Stuff
            • Get current time for user
            • Get user properties
            • Get users based on Organization components
            • Get users that have worked on the case
            • Obtain Stakeholder information
            • Reassign elements in My Stuff
            • Use information of the current assignees
            • Use information of the current logged in user
            • Use information of the current task
          • XML Helper object
            • Querying XML-based information in entities
            • Querying XML-based information in cases (with scopes)
            • Updating XML-based information in entities
            • Updating XML-based information in cases (with scopes)
            • Applying XSL transformations
        • Business Rules security: check-in / check-out 
        • Tracing business rules
        • Copy from functionality in Expressions
        • View Expression's dependencies
        • Reusing business rules
          • Library Rules
            • Using expressions to create HTML content
              • Build customizable HTML tables 
        • Custom jobs
        • Best Practices in business rules
      • Performers
        • Work allocation components
          • Details on assignment to Everyone
        • Basic task allocation
        • Task allocation using expressions
        • Task allocation using preconditions
        • When no user meets the allocation conditions
        • Skip allocation rules
        • Organization
          • Creating an Organization
            • Organization Wizard
          • User properties
          • User groups
          • Working Time and Calendars
            • How to define working time schema
            • Holiday Schema
          • Multiple Organizations
        • Best practices in work allocation
      • Integrate
        • Web services connector
          • Invoking Web services (SOAP)
            • Invoking services from IBM WebSphere ESB
          • Invoking REST services
            • Configuration options in REST services
            • Example for data collect methods
            • Example for data placement methods
          • Mapping features
            • Sending and receiving information
              • Sending and receiving files
                • Sending files to a Web service
                • Receiving files from a Web service
              • Sending and receiving dates
            • Mapping into collections
            • Transformation functions
            • Advanced mapping
            • Quick mapping by text
          • Interfaces Error handling
          • Using Asynchronous Activities
          • Advanced settings for interfaces
        • Collaboration
          • Signal example
        • Best practices in integration
      • Execute
        • Quick prototyping
    • Bots
      • UiPath bot integration
        • Unattended bots
          • Adding a UiPath Process to your configured connection
            • Chosing a strategy for executing jobs in UiPath
          • Executing a configured UiPath bot from a Process
          • Using queues in UiPath
            • UiPath System parameters
        • Attended Bots
        • Configuring a connection with your UiPath Orchestrator
        • Parameter Configuration
        • UiPath troubleshooting and considerations
      • Blue Prism bot integration
        • Configuring a connection with your Blue Prism Server
        • Adding a Blue Prism Process to your configured connection
        • Executing a configured Blue Prism bot from a Process
        • Parameter Types
        • Handling bots with long executions
      • Automation Anywhere bot integration
        • Configuring a connection with your Automation Anywhere Server
        • Adding an Automation Anywhere Bot to your configured connection
          • Automation Anywhere Callbacks
        • Adding an Automation Anywhere Queue to your configured connection
        • Executing a configured Automation Anywhere bot from a Process
        • Parameter Types
        • Automation Anywhere Metabot
          • Automation Anywhere: Authenticate
          • Automation Anywhere: StartProcess
          • Automation Anywhere: AdvanceCase
          • Automation Anywhere: GetProcess
          • Automation Anywhere: GetCasesByProcess
          • Automation Anywhere: GetWorkitemsByCase
          • Automation Anywhere: AddStartParameter
          • Automation Anywhere: AppendRowToCollectionParameter
          • Automation Anywhere: AddColumnToLastRowParameter
          • Automation Anywhere: AppendFileToParameter
          • Automation Anywhere: FileToBase64
        • How to manipulate a JSON file in Automation Anywhere
      • Advanced Bot integrations 
      • FAQ - Using RPA with BIzagi
      • RPA life cycle management 
        • RPA life cycle Stakeholders
          • RPA life cycle Roles
        • Initial Steps
          • Setting up the Bizagi project
            • UiPath connector
          • Setting up UiPath
          • Import UiPath resources in Bizagi
        • Managing UiPath resources
        • RPA life cycle management processes
          • Request a new bot in Bizagi
          • New bot assessment
          • Improving existing processes
          • RPA development cycle
            • Bot development
            • Upload a package in Bizagi
            • Send to test
            • Send to Production
        • Parametric values
        • RPA life cycle management glossary
    • Sites
      • Sites Editor
        • Accessing the Sites Editor
        • Building a site
          • Sites Dashboard
            • Add fonts to your site
            • Create your own theme
          • Sites Designer
            • Sites Designer interface explained
            • Site Settings
            • Site Tools
            • Site Controls
              • Page Header
              • Header Banner
              • Text
              • Media
              • Buttons
              • Collections
                • Dynamic Content
                • Static Content
              • Experience Elements
              • Figures
              • Embeds
              • My Cases
          • Multilingual Site
            • Manage translations
          • Page Settings
            • Duplicate and organize pages
            • Pages with context
            • Public and private pages
        • Downloading and uploading Sites
        • Publishing a site
      • Setting up Sites for Automation Server
      • Sites lifecycle
      • Using Sites as a Stakeholder
        • Using My Cases control as stakeholder
      • Sites Troubleshooting
    • Working with Excel files
    • Document Templates
      • Create the template
        • Creating a Word template
        • Creating an Excel template
        • Creating plain text templates
      • Define how to generate the Document Template
        • Include a Document template to generate manually
        • Include a Document template control to generate automatically
      • Configure the Document template
        • Configuring a Word template
        • Configuring an Excel template
        • Configuring a plain text template
        • Edit and delete a document template
      • Advanced topics in document templates
        • Including images in Document Templates
        • Advanced functions in mapping
        • Multiple Document Templates
        • Document templates with tables within tables
        • Document templates in tables
      • ECM integration
        • Preconfiguring the ECM
          • Configuring SharePoint as the ECM
            • CMIS extension configuration for Sharepoint 2010 or lower
          • Configuring Alfresco as the ECM
          • Configuring Documentum as the ECM
        • Setting the ECM in Bizagi
          • Set file metadata through a rule
        • CMIS compatibility and technical reference
    • Security definition
      • Work Portal Security
        • Work Portal Authentication
          • SAML2 authentication
            • Certificates for SAML 2.0 authentication
            • SAML2 configuration in Bizagi
            • SAML2 Configuration with Azure AD
              • Alternative manual configuration with Azure AD
            • SAML2 Configuration with Azure AD B2C
            • SAML2 Configuration with ADFS
            • SAML2 Configuration with NetIQ
            • SAML2 Configuration with Okta
            • SAML2 Configuration with PingFederate
            • Start session from the Identity Provider
            • Related topics
              • Issuing self-signed certificates for SAML configuration
              • Troubleshooting SAML messages exchange
              • Troubleshooting SAML error codes
          • Windows authentication
          • OAuth authentication
            • Authentication with Azure AD using OAuth 2.0
            • Authentication with ADFS4 using OAuth 2.0
            • Authentication with other Bizagi project using Oauth 2.0
          • LDAP Authentication
          • Bizagi authentication
            • Mixed Authentication
            • Forms Authentication
            • Multi-Factor Authentication
              • SMS provider configuration
          • Advanced authentication
            • Custom Authentication
              • Custom authentication example
          • Multiple authentication
          • WS-Federation authentication
            • Configure the Identity provider to work with Bizagi
            • Configure the authentication parameters in Bizagi
            • WS-Federation with ADFS
          • Troubleshooting user authentication
        • Synchronizing users
          • Synchronizing users using SCIM's REST methods
            • SCIM Schemas
            • Getting started with user sync using REST
              • Create a user using REST
              • Get user information using REST
              • Update user information using REST
              • Deactivate a user using REST
            • Synchronizing users using Azure AD
              • How to map custom user properties
              • Monitoring & Troubleshooting
          • Synchronizing users via web services
          • Importing LDAP Users
            • LDAP attributes
            • LDAP Language IDs
          • Import users using an Excel
        • Security for Work Portal menus
          • Pages Menu Options
          • How to grant access to Work Portal's menus
        • Restrict mobile access to Process/Tasks
      • Case Security
        • Manage privileges through the Work Portal
        • Manage privileges through expressions
          • Grant case access
          • Revoke case access
          • Clear case access
          • Get the privileged user list
        • Manage privileges through web services
      • Database attributes encryption
      • Content Security Policy definition
      • OAuth 2.0 Applications options
    • Language configuration and localization
      • Enabling languages and choosing the default one
      • Translating your Work Portal from the Studio
        • Internal objects quick start reference
      • Localizing processes and their objects from the Studio
    • Customize columns
      • Customize columns examples
    • Integrating external applications from Bizagi
      • How to choose the right integration feature for web services
      • Bizagi Connectors and Widgets Marketplace
      • Bizagi connectors
        • Integration Hub
          • Connectors Xchange
          • Creating connectors
            • Connector Editor user interface explained
              • Creating a connector using an api descriptor
              • Easy REST connectors
                • Easy REST connectors interface
                • Recommended steps to create an Easy REST connector
                • Easy REST connector example
              • Custom connectors
                • Required profile, concepts and tools
                • Custom connector editor interface
                • Recommended steps to create custom connectors
                • API for connectors
            • Connectors concepts and guidelines
              • Authentication methods and REST connectors
              • Versioning connectors
              • Connector editor online - compatibility considerations
          • Opening a connector from a file
          • Installing and managing connectors
          • Using connectors
      • Artificial Intelligence Connectors
        • Bizagi AI Machine Learning service
        • Abbyy Connector
          • Create document layout
          • Setup the Abbyy project
          • Setup and install the Abbyy connector
        • Form Recognizer connector
          • Creating the required Azure resources
            • Signing in to your Azure subscription
            • Creating a Resource group
            • Creating a Storage account
            • Creating a Form Recognizer cognitive service
          • Finding the Azure resources' connection keys
          • Creating a Form Recognizer connector in Bizagi Studio
          • Executing Form Recognizer from an activity action
        • Using Microsoft Cognitive Services from Bizagi
          • Text Analytics Connector Example
      • Power Automate Connector
        • Create the Power Automate flow
        • Setup the Power Automate connector
      • SAP integration
        • SAP Cloud Platform using OData
          • Configure SAP Cloud Platform for on-premises systems
          • Configure the SAP Cloud Platform connector in Bizagi
          • Invoke a SAP Cloud Platform action in a process
        • SAP on-premises ECC or R/3 with BAPIs
          • SAP integration example
          • SAP connector when synchronizing information 
          • SAP exceptions configuration
      • Excel connector
        • Write action
        • Read action
        • Read range action
        • Write range action
        • Filter range action
        • Excel Connector example
      • Custom components
        • Bizagi .NET example
        • Read and Write from Excel
        • Component library guidelines
      • Pipelines
        • Configuring a pipeline in an activity action
        • Best practices in pipelines
    • Bizagi from external applications
      • Bizagi API
        • OData RESTful services
          • Bizagi API authentication
          • Quick start guide
          • Setting which business information is returned
          • Services index
          • Basic concepts
            • Lookup services
              • Related entities values
              • Navigating into linked information
              • Columns in collections
              • URLs for Images and Uploads
              • Cases search
            • Properties and querying options
            • Types of data in Bizagi OData responses
            • Sending input parameters
          • Bizagi API examples
            • C# Coding example to use OData
            • Data services examples
              • My Stuff data
                • My Stuff's actions data
                  • Executed actions data
              • Searches data
                • Searches execution results and data
                  • Searches results' actions data
              • Relevant to me data
                • Relevant processes startup data
              • Queries data
                • Execute Queries
              • Entities data
                • Creation parameters
              • Stakeholders data
              • User profile data
              • Get processes by user
              • Processes data
                • Processes startup data
                • Cases from processes data
                  • Activities from processes data
                    • Activities from processes completion data
              • Cases from Work portal
                • Activities from Work portal cases
                  • Activities from Work portal completion data
                  • Data to save activities from the Work Portal
                • Events from Work Portal cases
              • Cases plus activities from Work portal
            • Metadata services examples
              • Processes metadata
              • Stakeholders metadata
                • Stakeholder's My Stuff metadata
                • Stakeholder's Searches metadata
                • Stakeholder's Relevant processes metadata
              • Project metadata
            • Query Services examples
          • Using Bizagi API in middlewares
            • Using OData with RAML
              • Setting the asset with a Bizagi project
              • Using the Bizagi asset
            • Using OData with OpenAPI
              • Using Bizagi from Microsoft Power Automate
        • Alternative SOAP services
          • Requisites and concepts for SOAP web services
            • Enabling Bizagi API
            • Data model XML schema
            • Using business keys in XMLs
          • URL and important notes
            • Web services security (WS-Security)
            • Uploading files or images from an external application
          • Available SOAP web services
            • EntityManagerSOA Web methods
              • Create User
              • Get Case Data Using Schema
              • Get Case Data Using Schema Lite
              • Get Case Data Using XPaths
              • Get Entities
              • Get Entities Using Schema
              • Get Entity Schema
              • Save Entity
            • QuerySOA Web methods
              • Query Cases
              • Query Entities
            • WorkflowEngineSOA Web methods
              • Abort Cases
              • Assign Activity
              • Create Cases
              • Get Activities
              • Get Cases
              • Get Closed Activities
              • Get Events
              • Grant Case Access
              • Perform Activity
              • Revoke Case Access
              • Save Activity
              • Set Event
      • Portals integration
        • Bizagi Web parts for SharePoint
          • Bizagi Web parts for SharePoint On Premises
            • Installing or upgrading the Web parts
            • Configuring SharePoint Server
            • Using the Web parts
              • The Work Portal Web part
              • Specific Web parts
                • My Inbox Web part
                • Activity form Web part
                • Case summary Web part
                • Start process Web part
              • Appearance and general properties
            • Styles in Web parts
              • Customizing the layout
        • Using Web parts for other portals
          • Web part types and parameters
          • Web parts detail and customization
          • Web parts hardening
    • Automatic testing
      • Configuring Auto testing
      • Using Auto testing
        • Recording a scenario
          • Enabling Auto testing with HTTPS protocol
          • Additional options and logs of recordings
          • Recording a scenario while considering performers
          • Modifying scenarios
        • Executing scenarios
          • Executing scenarios from the command prompt
        • Auto testing example
    • How To´s
      • Integration how-to's
        • How to integrate Bizagi with Salesforce
        • How to create a vendor in SAP from Bizagi‎ via web services
        • How to integrate Bizagi with Joomla! ‎
        • How to start Processes in Bizagi from other application‎s
        • How to perform a Bizagi Activity from other applications
        • How to configure Virtualization for related Entities
      • Useful how-to's
        • How to use a Bizagi virtual machine in Azure
        • How to create a backup of your Bizagi database
          • Create backups in SQL Server
          • Create backups in Oracle
        • How to restore a backup of your Bizagi database
          • Restore backups in SQL Server 
          • Restore backups in Oracle
        • How to migrate from Oracle to SQL Server
        • How to move or clone a Bizagi project
        • How to change the path of your Bizagi project
        • How to set up teamwork collaboration with best security practices
        • How to obtain Bizagi parameters
          • How to obtain wfClassName
          • How to obtain idWorkItem
        • How to populate data from Excel
        • How to handle multiple documents to continue a request
        • How to create a certificate using OpenSSL with Subject Alternative Name field (SAN)
        • How to upload images through external systems
        • How to import CSV files data into a collection
  • Bizagi Work Portal
    • Login to the Work Portal
    • Me
      • My Stuff
      • My Cases
        • Pending
        • Following
      • My Plans
        • Managing Plans
        • Working with running Plans
      • Relevant to me
      • My searches
    • Inbox
      • Main Menu
      • Case Area
      • Pending Activities
        • Case folder
          • State log
          • Graphic query
    • Smart Inbox
      • Create a Smart Inbox
        • Define permissions to create Smart Inboxes
      • Edit or delete a Smart Inbox
      • Share a Smart Inbox
    • Queries
      • Graphical Analysis
    • Live Processes
      • When to use Live Processes
      • Access rights for the Live Process menu
      • Designing Live Processes
        • Modeling the process flow
        • Defining Live Processes forms
          • Form Buttons in Live Processes
          • Using Copy From in Live Processes
        • Configuring Email tasks
        • Setting the Conditional flows
        • Defining Performers
      • Managing Live Processes
        • Promoting Live Processes
        • Process cloning and new versions
        • Live Process general properties
          • Managing User Groups
          • Authorizing Users to start cases
          • Collaborative Live Processes
          • Authorizing users to run Reports
      • Live Process Reports
      • Entities for Live Processes
      • Working with Live Processes
    • Work Portal Administration
      • Case Administration
        • Work Reassignment
      • User Administration
        • Stakeholders
          • Enabling the Me menu
        • Positions, Roles and Skills
        • Locked accounts
        • Delegated User
        • User Timezone
        • User permissions report
        • Authentication Log
        • User Log
        • Admon user
        • Delete all users on Development or Test environments
      • Multi-language support
        • Choosing the language for each user
        • Including or modifying translations for the Work Portal
        • Localizing your processes and their objects
      • Changing Work Portal look and feel
        • Configuring a predefined theme
        • Create a theme based on a specific color
        • Customizing specific components
      • Parameter Entities values in the Work Portal
      • Managing Policies in the Work Portal
      • Defining Alerts
      • Holidays
      • Password Encryption
  • Automation Server
    • Automation Server requirements
      • System Requirements for Production and Test Environments
        • High availability infrastructure setup
        • Standard infrastructure setup
        • Test environment infraestructure setup
      • Ports and Protocols requirements - Dataflow
      • Performance and optimization
        • System architecture recommended practices
        • Guidelines for Bizagi when considering compute virtualization
        • Performance and scalability benchmark
        • Database growth estimation
    • Automation Server configuration and administration guide
      • System prerequisites
        • Database server prerequisites
          • SQL Server prerequisites
          • Oracle prerequisites
        • Bizagi server prerequisites
          • Enabling IIS and its features
            • IIS version 10 (Win 2016 and 2019)
            • IIS version 8.5 (Win 2012 R2)
          • Installing the Oracle's connectivity client
        • Other assets and prerequisites
      • Installation
        • Downloading the installer
        • Verifying the installer
        • Running the installer
      • Initial project configuration
        • Project configuration alternatives
          • High availability setup procedure
          • Manual setup procedure without installers
            • Set the source for Event Viewer Logs
        • Best practices in the production environment
          • Setting up a Bizagi ODS
            • Configuring ODS for Process Analytics
            • Configuring ODS to run queries
          • Configuring the SMTP service through IIS
          • Scaling out the Scheduler service
          • Setting up a load balancer
            • Example setting up an f5
          • Security hardening
            • Mandatory hardening part 1
            • Mandatory hardening part 2
            • Recommended hardening
        • Infrastructure alternatives
          • Setting Bizagi in an Azure VM
          • Setting Bizagi for secure internet access
      • System maintenance and monitoring
        • Backups
          • Database backups
            • SQL Server Backup and Restore
            • Oracle Export and Import
          • Work portal and Scheduler backups
          • Attachments backups
        • Monitoring
          • Infrastructure and platform monitoring
          • Services monitoring
          • Bizagi Diagnostics
            • Setting up Bizagi Diagnostics
            • Using Bizagi Diagnostics
            • Bizagi Diagnostics Interface explained
        • Database maintenance
          • Profiler recommendations
        • Environment settings and administration
          • Asynchronous Activities Console
          • Management Console
            • Recreate environment (from database)
            • Environment options in Mangement Console
              • MC Environment Popular tab
              • MC Environment Advanced tab
              • MC Environment Custom tab
            • Proxy in Management console
            • Security administration
            • Scheduled jobs administration
              • How to fine tune the Bizagi Scheduler
                • Fine tune the Scheduler example
            • Managing external systems
              • Managing integrated Connectors
              • Managing integrated SAP systems
              • Managing integrated Excel connector
              • Managing integrated Web services
              • Managing integrated data sources
            • Diagnosing errors in integrated systems
              • Diagnosing Web services errors
              • Diagnosing Connectors errors
              • Diagnosing SAP errors
              • Diagnosing RPA errors
        • Bizagi versions (software upgrades)
          • Upgrading the minor version
          • Uninstall
        • Continuous improvement and incremental deployments
          • Guidelines for a new version of a process
    • Deployment 
      • Previous considerations and requirements
        • Deployed Objects
          • Deploying considerations with entities
      • One-click Deployment
        • One-click deployment considerations
        • Test environment deployment
          • Using Release Candidate for a deployment to Test
        • Production environment deployment
          • Setting up a Bizagi cluster
      • Advanced Deployment
        • Advanced deployment considerations
        • How to generate a deployment package
          • Generate a package from Studio
            • Relate Objects
          • Microdeployment
          • Generate a package using command line
          • Review the content of a package
        • How to apply a deployment package
          • Apply the package using executable
            • Advanced Deployment example
            • Objects in Override
          • Apply the package using command line
            • Command line deployment example
            • Other utility commands
        • Deployment logs
        • Data Synchronization
          • Export Data
          • Import Data
          • Data Synchronization Using Deployment by Commands
    • Reports and Process Analytics
      • BAM
      • Analytics
      • Sensors
      • My Reports
      • Dimensions
      • Extending reporting options
        • Bizagi Business Insights service
        • Tableau Web Data Connector
        • Power BI Data extension
    • Mobile devices
      • iOS devices
        • iOS phone navigation
      • Android devices
      • Push notifications
      • Considerations for mobile devices
      • Change project name
      • Traditional design
      • Offline capability
        • Working offline using iOS devices
        • Working offline using Android devices
        • Synchronization Errors
      • Integrating with Microsoft Intune
    • Licensing Explained
      • Manage licenses
      • BPU Usage Report from Work Portal
      • License activation
        • Renewal license activation
        • Offline license activation
      • Customer support
        • How to use the Support Site
          • Create and manage support accounts
  • Previous versions documentation
    • Version 11.2.4.2x
    • Version 11.2.4
    • Version 11.2.3
    • Version 11.2.2
    • Version 11.1
    • Version 11.0
    • Version 10.7
    • Version 10.6
    • Version 10.5
    • Version 10.4
    • Version 10.3
    • Version 10.2
    • Version 10.1
    • Version 9.x
  • Useful resources
    • Related Products
    • Training and support
    • Bizagi Glossary
    • Bizagi Resource Kit
    • Knowledge Base
    • Customer Portal Previous Versions
    • Download User guide as PDF
    • This user guide in other languages
      • Documentation in spanish