iOS phone navigation

<< Click to Display Table of Contents >>

Navigation:  Automation Server > Mobile devices > iOS devices >

iOS phone navigation

Inbox

Once you are signed in, your Inbox displays by default. You can change the default behavior in the Profile options, as we explain below.

 

V11_1

 

This screen displays all your assigned activities, grouped by due date.

You will find four categories:

 

Overdue: Activities that are overdue. Each activity shows a red icon.

Today: Activities that expire today. Each activity shows a yellow icon.

Tomorrow: Activities that expire tomorrow. Each activity shows a green icon.

Upcoming: All remaining activities. Each activity shows a green icon.

 

V11_4

 

To navigate through the cases, swipe up and the cases load automatically.

To work on a pending activity, tap on it to open the activity.

 

FlatDesign16

 

Tap (V11_18) to filter the display.

 

V11_8_b

 

Select the Bizagi icon located at upper left to switch users and projects.

 

V11_14

 

Work on an activity

Once you are working on a case you will find a bar at the top with the following options:

 

FlatDesign8

 

FlatDesign9 allows closing the activity.

FlatDesign10 displays the case folder.

 

Controls appear with a modern look to allow the best user experience for easy-app interaction.

Date and time controls allow entering information by using the mobile device's input menu.

 

FlatDesign19

 

Image type controls let you take or upload photos from your device.

 

FlatDesign20

 

File type controls let you take or upload photos, or record videos.

 

FlatDesign21

 

note_pin

Preview is only supported for image files types. Otherwise, Bizagi will enable the automatic download.

 

Case folder

Every case has some options which you can access by selecting the three-line button. These options are the mobile equivalent to the case folder in the Work portal.

 

FlatDesign24

 

The options are the same. You can upload files directly from your device, take part in discussions about this activity in this case.

 

FlatDesign25

 

The summary menu shows general information about the case.

 

FlatDesign23

 

Me menu

The Me Menu appears if a stakeholder experience has been set for this user.

If no stakeholder experience has been defined for this user, the option does not appear.

 

V11_2

 

The Me menu displays three tabs, My stuff, Relevant to me and My cases:

 

V11_3

 

On the Relevant to me tab, you can find all available searches for the current user. Detailed search use can be found in the search section.

When the Add new button is configured for a collection shown in My Stuff, an option appears at the top right of the screen when the collection is open. More information regarding the Add new button can be found in the My Stuff article.

 

V11_12

 

You can switch from view to view (as long as Me applies for the user) using the icons at the bottom left of the screen.

 

V11_13

 

Experience Searches

If you don't want to search cases but to use the previously configured Stakeholder's experience searches, select Relevant to me in the Me menu. Here, you can find all defined searches for the stakeholders in which the user is registered. When you select Relevant to me, the configured search form appears so you can filter the results. To learn more about experience searches please refer to the Data Searches article.

 

V11_10

 

You don’t have to use all search fields. Tap the three dot menu and select Search.

 

V11_10_2

 

If you search without setting any filters, the results show all stored information; otherwise the results are all information that matches the filters you specified.

 

Once the results are displayed you can either execute a new filtered search or sort the current results by one attribute.

 

V11_17

 

New Case

This option allows you to create new cases in your Bizagi Project.

 

V11_20

 

When you select this option you see two tabs:

Recent processes: Displays a list with the most frequently used processes.

All processes: Displays a list with all the available applications and their processes.

 

FlatDesign7

 

To create a new case, tap the process name or the application to which the process belongs to and then select the specific process.

You can use the search field to save time, searching for a specific process when there are a lot of processes to choose from.

 

FlatDesign15

 

Search

This option lets you search over all open cases. Select the magnifier icon located at the bottom of the Main screen.

Enter the name of the activity or the case number. The list of activities that meet the search criteria appears.

 

V11_8

 

 

Note that this search is not the same as the searches configured for a Stakeholder. Here, you can search for process cases.

The search results include every case matching the information provided will be listed. You can filter as well by the case's due time state, if it's a favorite case for the user, or by a due date range.

 

V11_8_a