• Bizagi Cloud Platform
    • Architecture
    • Infrastructure
    • Security
      • Security and compliance
        • Security controls
        • Identity and access management
        • Managing Access to Information
        • Network security
        • Physical security
      • Data encryption
        • Data encryption at rest
      • Monitoring and operations
        • Security incident response
      • Regulatory 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
          • Delete your account and opt out of Bizagi Website
    • Support
      • How to use the Support Site
        • Create and manage support accounts
      • Service Level Agreement
  • Manage platform users and authentication
    • Accessing the first time to an Enterprise subscription
    • Accessing Portals and Applications
      • Signing in the Bizagi Cloud Portals and Applications
        • Modeler Desktop signing in troubleshooting
    • Manage users for Enterprise subscriptions
      • Cloud services users and roles
      • User management
        • Manage company Users
        • Manage subscription Users
        • Manage project or model Users
        • Manage users by role
        • Manage users by role groups
        • Manage job title groups for Modeler
      • Subscription notifications
    • Manage identity providers for Enterprise subscriptions
      • Manage identity providers security policies
      • Multiple authenticators for platform portals
      • Maintenance tasks for your Single Sign-On setup
        • Manteinance tasks when using SAML 2.0 authentication protocol
        • Maintenance tasks when using OAuth authentication protocol
      • Cloud portals authentication with SAML 2.0
        • Certificates for SAML 2.0 authentication
        • Configure an IdP using SAML in the Customer Portal
        • Issuing self-signed certificates for SAML
        • Troubleshooting SAML messages exchange
        • Troubleshooting SAML error codes
        • Examples with some Identity Providers
          • 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
      • Cloud portals authentication with Open ID
        • Configure Okta using Open ID
      • Cloud portals authentication with WS-Federation 1.0
        • Configure ADFS using WS-Federation 1.0
        • Configure Azure AD using WS-Federation 1.0
  • Modeler
    • Bizagi Modeler Service Overview
      • Modeler cloud features
      • Bizagi Modeler Architecture
        • Ports and Protocols requirements - Dataflow
        • Available Data Centers
      • Reliability
      • Standards compatability
      • New in Bizagi Modeler?
    • Getting Started to Bizagi Modeler
      • Bizagi Modeler user roles and portals
      • Subscription and models structure
      • Installing Bizagi Modeler
      • Cloud portals first steps
        • Customer portal first steps
        • Process Library first steps
      • FAQs
    • Bizagi Modeler
      • My first model, step by step guide
      • Desktop Application
        • Bizagi Modeler installation
          • Bizagi Modeler desktop application system requirements
          • Downloading Bizagi Modeler desktop application
            • Signing up to Bizagi.com
            • Signing in to Bizagi.com
            • Verifying the installer
          • Installing Bizagi Modeler
            • Default installation
            • Silent installation
            • Remote access to Bizagi Modeler
          • Uninstall Bizagi Modeler
            • Default uninstall
            • Silent uninstall
          • Multilanguage support
        • User Interface explained
          • Palette
            • Activities
            • Events
            • Gateways
            • Data
            • Artifacts
            • Swimlanes
            • Connectors
          • The Pie Menu
          • Ribbon
            • Maximizing the workspace
            • Proxy settings
          • Toolbar
          • Element properties
          • View options
            • Presentation mode and Presentation actions
        • Modeling a process
          • Creating a process
            • Saving Models
              • Saving models locally
            • Creating a copy of a process
            • Video example: Creating a process
          • Editing a process
            • Editing Cloud Models
              • Attachments in the Cloud diagrams
              • Offline Cloud Collaboration
              • Force Check-In
          • Validating process errors
          • Deleting a Cloud Model
          • Sub-processes
            • Transforming to embedded sub-process
            • Transforming to reusable sub-process
            • Sub-process types
            • Referencing an existing process to a reusable sub-process
          • Improving look and feel
          • Colors, sizes and fonts
          • Printing large diagrams
          • Printing preferences
          • Advanced topics
            • Interaction between processes
              • Example: Interaction between processes
              • Message Flow connection rules
              • Alignment features between processes
            • Long lasting transactions - transactional processes
          • Folders: organizing your model
            • Model organization example
        • Documenting a process
          • Documenting each element
            • Additional properties
            • Using Rich Text format
            • Spelling review
          • Defining Gateway conditions
          • Defining Resources
            • Subscription Resources
          • Date Format
          • Extending your documentation
            • Extended Attributes types
            • Managing Extended Attributes
            • Exporting and Importing Attributes between Models
            • Subscription Extended Attributes
            • Example: Add a Table Extended attribute
            • Example: Add single/multiple selection attributes
          • Video example: Documenting your process
          • Using Artifacts
        • Generating documentation
          • Basic documentation publishing and export
            • Publish to Word
              • Document Template
                • Use Aspose Template
            • Publish to PDF
            • Publish to Excel
            • Publish to Wiki
            • Exporting diagrams as image
          • Premium documentation publishing
            • Custom documentation logo
            • Publish to Web - available with a Enterprise subscription
              • Publish from the command prompt
              • Customize styles in Web
            • Publish to SharePoint - available with a Enterprise subscription
            • Documentation Portal example
              • Creating a Documentation Portal (step by step)
        • Simulation
          • What is simulation
          • Simulation in Bizagi
            • Simulation video and examples
            • 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
        • Process Mining
          • How to discover processes using process mining
        • Exchanging processes
          • Exchanging a process with other Bizagi model
          • Exchanging with Visio
            • Import a diagram from Visio
            • Exporting to Visio
          • Exchanging with XPDL
            • Import a diagram from Blueworks
            • Import a diagram from XPDL
            • Exporting to XPDL
          • Exchanging with BPMN format
            • Import a diagram from BPMN
            • Exporting to BPMN
      • Model Collaboration
        • Comments on models
          • Collaboration example
          • Collaboration levels
        • Activity Stream
      • Cloud Application - Enterprise
        • Bizagi Modeler cloud Services requirements
        • Navigate Process Library Menu
        • Process compliance - My Process
          • Web and usage analytics report
        • Process Models
          • Toolbar
          • Diagram view
          • Value chain model
            • Value chain themes and examples
            • Linking a process in the value chain
          • Revision History
          • Advanced Search
          • Publish a diagram revision
    • Process Execution
      • Guidance for automation
      • Video: Bizagi BPM Quicktour
    • FAQs
      • General FAQs
      • Diagramming and documenting FAQs
      • Sharing documentation FAQs
      • Troubleshooting FAQs
      • Best practices in modeling
      • Best practices for defining hierarchical structure
    • Useful resources
      • Online resources
        • Video tutorials
        • Process Xchange
      • Bizagi Modeler Glossary
      • Your opinion matters
      • Disclaimer
  • Low-code Process Automation
    • Develop in one or multiple projects
    • Studio Cloud - Authoring environment
      • Bizagi Studio Cloud Services
        • Getting Started with Studio Cloud Services
          • Customer Portal
            • Studio Cloud Services
          • Studio Cloud Services user roles and portals
          • Subscription and project structure
          • Cloud portals first steps
            • Customer portal first steps
            • Management Console first steps
          • Creating a project for the first time
          • Development considerations 
          • FAQs
        • Service requirements
        • Data centers available
        • Reliability
        • Studio Cloud Services subscriptions
        • Enterprise subscription
          • Project and environment management
          • Studio Cloud Services Infrastructure
            • VPN integration
              • VPN alternative for developers in Studio Cloud Services
            • Ports and Protocols Requirements - Dataflow
          • Collaboration Team management
          • Sign in Studio Cloud Services
          • Subscription Support
            • Service Level Agreement
        • Trial subscription
          • How to manage users of your Trial subscription
          • Share a project - Trial
          • Portal and application summary
          • Sign in trial subscription
          • Trial subscription support
        • Accessing Studio Cloud Services
          • Home Wizard
          • Creating and opening a project
          • Managing your projects in Studio Cloud Services
          • Defining Bizagi Studio security
          • Running a project
          • Management Console
            • 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 Cloud Services
        • Studio Cloud Services considerations
          • How Studio Cloud Services handles data and metadata 
      • Bizagi Studio
        • Bizagi Studio requirements
        • Bizagi Studio installation
          • Downloading Bizagi Studio
          • Verifying the installer
          • Bizagi Studio architecture
            • Bizagi Studio desktop architecture
            • Work Portal architecture
          • Bizagi Studio security
            • Configure Bizagi Studio security
          • Uninstall Bizagi Studio
          • End user requirements
        • 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?
            • 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
                • OData Traces
              • Customize Case numbers
            • Export / Import
              • Sharing processes between projects
                • Important considerations when sharing processes
              • Importing a process model from a BPMN file
              • Exporting the metadata of a project for support
            • Defining your company's processes architecture
          • Bizagi Studio for Citizen Developers
            • Differences in Form Designer for Citizen Developers
        • 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
            • 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
                • Verifying Replication
                • Additional options in Replication configuration
              • Data Virtualization
                • Using the Virtualization Wizard
                • Using advanced Virtualization configuration
                • 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
                • 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
                • 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
            • Completing tasks via Email
            • 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
              • Return value
            • 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
            • 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 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
            • Asynchronous Activities Console
          • 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
          • Configuring Bizagi Sites
          • Opening the Sites Editor
          • Building a site
            • Sites Dashboard
              • Add fonts to your site
              • Create your own theme
            • Sites Designer
              • Page Navigation and Settings
                • Pages with context
                • Public and private pages
                • Managing your pages
              • Site Settings
              • Site Tools
              • Site Controls
                • Page Header
                • Header Banner
                • Text
                • Media
                • Buttons
                • Collections
                  • Static Content
                  • Dynamic Content
                • Experience Elements
                • Figures
                • Embeds
                • My Cases
              • Multilingual Site
                • Manage translations
          • 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
        • 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
              • 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
              • Multiple authentication
              • Bizagi authentication
                • Forms Authentication
                • Multi-Factor Authentication
                  • SMS provider configuration
              • 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
              • Synchronizing users via web services
              • Importing LDAP Users
                • LDAP attributes
                • LDAP Language IDs
              • Import users using an Excel
            • Security for Work Portal menus
              • How to grant access to Work Portal's menus
              • Pages Menu Options
            • 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
          • 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
                    • Custom connector example
                • 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
            • 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
          • Triggers and Actions
            • Triggers and Actions configuration in Bizagi Studio
            • How Triggers are executed
        • 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
                • 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
        • 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 create a vendor in SAP from Bizagi‎ via web services
            • How to start Processes in Bizagi from other application‎s
            • How to perform a Bizagi Activity from other applications
            • How to create a custom connector -tutorial
            • How to configure Virtualization for related Entities
          • Useful how-to's
            • 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 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
        • Reports and Process Analytics
          • BAM
          • Analytics
          • Sensors
          • My Reports
          • Dimensions
        • 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
          • Sharing processes to Live Processes
            • Sharing a process to Live Processes
            • Using Studio processes in 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
      • 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
        • Bug Report Using Bugsee
          • Bugsee Tool for iOS
          • Bugsee Tool for Android
      • Deployment 
        • Previous considerations and requirements
          • Deployed Objects
            • Deploying considerations with entities
        • How to generate a deployment package
          • Generate a package from Studio
            • Relate Objects
          • Microdeployments
          • Review the content of a package
        • Continuous improvement and incremental deployments
          • Guidelines for a new version of a process
      • Useful resources
        • Bizagi Glossary
        • Bizagi Resource Kit
        • Disclaimer
    • Automation - Test and Production environments
      • Getting started with Bizagi Automation
        • Automation Service user roles and portals
        • Customer Responsibilities
        • Define email sender configuration
        • Cloud portals first steps
          • Configuring your Administration portals for the first time
          • Configuring your test and production environments for the first time
            • Default users configuration
            • Security definition
            • Time zone definition
            • Mailbox integration to complete tasks via email
        • Building processes for the cloud
          • Platform considerations
          • Other considerations
        • FAQs
      • Automation Service Overview
        • Service Description
        • Available Data Centers
        • Reliability
          • Disaster Recovery
        • Scalability
          • Bizagi Automation High Availability
        • Automation Service infrastructure
          • Ports and Protocols requirements - Dataflow
          • Email notifications infrastructure
        • Upgrades
        • GDPR compliance with 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?
        • New to the cloud?
      • Enterprise Subscription
        • Admin access and registration
        • E-mail services
        • Integration using a VPN
      • Automation Service Management
        • Subscription notifications
        • How to manage projects and environments
          • Detailed BPU report from Customer Portal
        • How to manage your environment with the Management Console
          • Sign in Management Console Web
            • Sign in using Identity Providers
          • Environment
            • Options
            • Proxy Configuration
            • Deployment Package
              • Package Visualizer
            • Sync data
            • Stakeholders synchronization
            • Maintenance window
            • Delete cases
          • Security
            • Security option
            • LDAP
            • Web administrator password
          • Organization
            • User groups
            • Working Time Schema
          • Connect
            • Interfaces
            • Excel connector
            • Connectors
            • ECM
            • Form Recognizer
          • Scheduler
            • User jobs administration
            • Wait jobs
            • Alert jobs
          • Track
            • Tracing
            • Event log
            • BPU usage report in PDF from Management Console
          • RPA Bots
            • UiPath
            • Blue prism
            • Automation Anywhere
        • How to manage your Time zones configuration
          • How the time zone affects Date-Time attributes
      • From Studio to Automation Service
        • Considerations about application design
        • Considerations about integrations
        • Deployment
          • Preparing processes for export
          • Deployed objects
            • Deploying considerations with entities
            • Deploying considerations with external systems
          • How to generate a deployment package
            • Generate a package from studio
              • Relate objects
            • Microdeployment
          • How to apply a deployment package
            • Apply a package with the Management Console
              • Viewing package content
          • Continuous improvement and incremental deployment