• Bizagi Cloud Platform
  • Architecture
  • Infrastructure
  • Security
    • Shared responsibility in the cloud
    • 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
    • Best practices in security
    • Authorization in Bizagi
  • Support
    • How to use the Support Site
      • Onboarding: First Steps in 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
      • Understanding users in the Customer Portal
      • 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
    • Configure an IdP using SAML 2.0 in the Customer Portal
    • Single Sign On Setup
      • Cloud portals Authentication with SAML 2.0
        • Authentication Requirements
          • Certificates for SAML 2.0 Authentication
          • Authentication Certificates
          • Local Certificates
          • Managing Authentication Certificates
          • Issuing self-signed certificates for SAML 2.0
        • 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
        • Troubleshooting
          • Troubleshooting SAML 2.0 messages exchange
          • Troubleshooting SAML 2.0 error codes
      • Cloud portals Authentication with OAuth2 & Open ID
        • Configure Okta using OAuth2 & 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
    • Advanced Single Sign On options
      • Multiple authenticators for platform portals
      • Manage identity providers security policies
      • Restoring Authentication to Default
        
    • Maintenance Tasks
      • Maintenance tasks when using OAuth2 authentication protocol
      • Manteinance tasks when using SAML 2.0 authentication protocol
      • Maintenance tasks for your Single Sign On setup
• Modeler
  • Bizagi Modeler Service Overview
    • Modeler cloud features
    • Bizagi Modeler Architecture
      • Ports and Protocols requirements - Dataflow
      • Available Data Centers
    • Reliability
    • Standards compatability
    • New to 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
          • New User
          • Existing User
          • 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
          • Connection Status
          • AutoSave
        • 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
            • 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
          • Visualizing Extended Attributes
          • 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
        • Custom documentation logo
        • Publish to Word
          • Document Template
            • Use Aspose Template
            • Aspose tags list
        • Publish to PDF
        • Publish to Excel
        • Publish to Wiki
        • Exporting diagrams as image
        • Publish to Web
          • Publish from the command prompt
          • Customize styles in Web
        • Publish to SharePoint
        • 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
        • Simulation based on 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
      • Permissions
    • 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
• 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 roles
          • GDPR Anonymization in the Customer Portal
          • Whitelist
        • Studio Cloud Services user roles and portals
        • Subscription and project structure
        • Cloud portals first steps
          • Bizagi Studio first steps
          • Customer Portal first steps
          • Management Console first steps
        • Development considerations 
        • Multiple Version Support for SCS
        • FAQs
      • Reliability
      • Service requirements
      • Available data centers
      • Enterprise subscription
        • Project and environment management
          • Environment Profiles
        • Studio Cloud Services Infrastructure
          • VPN integration
          • Ports and Protocols Requirements - Dataflow
        • Collaboration Team management
        • Sign in Studio Cloud Services
        • Subscription Support
          • Service Level Agreement
      • Trial subscription
      • Accessing Studio Cloud Services
        • Home Wizard
        • Managing your projects in Studio Cloud Services
        • Defining Bizagi Studio security
        • Running a project
      • Studio Cloud Services considerations
        • How Studio Cloud Services handles data and metadata 
    • Bizagi Studio
      • Bizagi Studio requirements
      • Bizagi Studio installation
        • Build Page
          • Manage profiles
          • Projects
        • Downloading Bizagi Studio
        • Verifying the installer
        • Bizagi Studio architecture
          • Work Portal architecture
          • Bizagi Studio desktop architecture
        • Bizagi Studio security
          • Configure Bizagi Studio security
        • Uninstall Bizagi Studio
        • End user requirements
      • Bizagi Studio user interface explained
        • Wizard view
        • Search
        • 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
          • 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
        • Studio Developer Profiles
      • 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
              • How to synchronize Inclusive Gateways
            • 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
            • Managing parallelism in Bizagi
            • 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
            • Persona 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
            • (Deprecated) 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
                • 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
                • Header Format and 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
            • CEntityManager
            • 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
          • 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
              • Enable blocked asynchronous activity
              • Enable blocked scheduled jobs
              • 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 blocked asynchronous activities
              • Obtain blocked scheduled jobs
              • 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 Persona 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
          • Configuring a connection with your UiPath Orchestrator
          • Attended Bots
          • 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
          • 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 Personas
            • 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
      • AI Hub
        • AI Agents
          • AI Agents configuration
            • Manage AI Agent Categories
            • Create AI Agents
              • AI Agent Templates
              • AI Agents from scratch
            • AI Agents using files as inputs
              • Files as inputs use cases
          • Manage existing AI Agents
          • AI Agents execution
            • Execute AI Agents from Activity Actions
            • Execute AI Agents from Form Actions
              • Compare two text files
              • Describe Image File
              • Translate Text from File
              • Analyze file sentiment
          • AI Agents FAQs
      • 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
      • 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
                  • Authentication methods configuration within Bizagi
                • 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 (Temporarily unavailable)
            • 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 (Temporarily unavailable)
            • Executing Form Recognizer from an activity action (Temporarily unavailable)
          • 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 BTP using OData
            • Configure SAP BTP for SAP on-premises systems
              • SAP Dispatcher Deployment with cf deploy
            • Configure the SAP BT Platform connector in Bizagi
              • Deep Insert
              • Function Imports
              • Headers Response Mapping
              • OData Filters
              • Patch Methods
            • Invoke a SAP BTP 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
        • Data visualization
          • Power BI connection
          • Tableau connection
        • 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
          • Email Trigger configuration in Bizagi Studio
          • Email Trigger execution
          • Triggering processes from emails securely
          • File Storage Trigger Cloud configuration
            • File Storage Trigger configuration in Studio
            • File Storage Trigger in the MC
      • 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
              • Special characters considerations
            • 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
                • Personas 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
                • Personas 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
      • Security definition
        • Work Portal Security
          • Work Portal Authentication
            • SAML2 authentication
              • Prerequisites
                • Certificates for SAML 2.0 authentication
                • Managing Authenticacion Certificates
                • SAML2 configuration in Bizagi
                • Issuing self-signed certificates for SAML configuration
              • Examples
                • SAML2 Configuration with Entra ID
                • SAML2 Configuration with Azure AD B2C
                • SAML2 Configuration with ADFS
                • SAML2 Configuration with Okta
                • SAML2 Configuration with NetIQ
                • SAML2 Configuration with PingFederate
                • Start session from the Identity Provider
              • Troubleshooting
                • Troubleshooting SAML messages exchange
            • OAuth authentication
              • Authentication with Entra ID 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 Entra ID
                • SCIM user synchronization in the Work Portal
                • SCIM user synchronization in the Customer Portal
                • SCIM Entra ID configurations
                  • SCIM Entra ID configurations for the Work Portal
                  • SCIM Entra ID configurations for the Customer Portal
                    • SCIM Manual User Mapping in Azure for the Customer Portal
                • SCIM Advanced Entra ID configurations
                  • Custom user properties mapping
                  • Scope filter
                • 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
            • 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
        • Data Anonymization
        • OAuth 2.0 Applications options
      • Language configuration, localization and time zone
        • 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
        • Time zone visualization
      • Personas Wizard
        • What is a Persona
        • Create a Persona using Personas Wizard
        • Contexts
          • Actions
            • Advanced configuration
            • Merged Actions
              • Merged Actions in Bizagi Apps
            • Manage entities while viewing their actions
          • Relevant to me
          • My Stuff
          • Data searches
        • Advanced topics
          • 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
        • Classifying end users as personas
          • Customizing admin forms for persona
          • Assigning Personas by conditions
          • Obtaining personas information in rules
      • Customize columns
        • Customize columns examples
      • 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 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
        • Default Template for Live Processes
        • 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
          • Security control
        • User Administration
          • Personas
            • 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
    • Bizagi Apps
      • Getting started with Bizagi Apps
      • Personas
      • Experience Matrix
        • Configure an Experience Matrix in Bizagi Studio
          • Personas building block
          • Business Objects building block
          • Interactions building block
            • Actions
            • Views
              • Configure main View
            • My stuff
        • Generate app
        • Update app
        • Experience Matrix Access Control
      • Content Security Policy for Bizagi Apps
      • App Designer
        • Access the App Designer
        • App Designer home page
          • Create an app from scratch
            • Choose the Personas to access the app
            • Configure the app's information
            • Define the app style
          • Manage fonts
        • App Designer editor
          • Settings
          • Tools
            • Color palette
              • Themes considerations
          • Types of Pages
            • Public and Private pages
            • Detail pages
              • Entity form pages
            • Persona pages
          • Types of layout
            • Web Page
            • Mobile
          • Page options
          • Side menu
          • Home pages
          • Check-in / Check-out
          • Header
          • Controls
            • Managing Controls
            • Banner
              • Enable My relevants
            • Types of Content
            • Text
            • Media
              • Image
            • Buttons
              • Yes/No
              • Text Button & Icon Button
              • Link Button
            • Collections
              • Card Link
              • List collection
              • Collections Search
              • Small card
              • Data table
              • Convert To
            • Experience Elements
              • Inbox
              • My relevants
              • Scorecards
            • Embeds
              • Embed a Website and HTML iFrame
              • Data visualization
          • Multilingual apps
            • Manage translations
      • Publishing an app
      • Ask Ada
        • Data domain
          • Collection filters
        • Using Ask Ada
        • Ask Ada Dashboards
          • Dashboards management
          • Results management
        • Export to Excel
      • App Launcher
        • Access the App Launcher
        • App Launcher functionalities
        • App Launcher customization
      • Activity forms in Apps
      • Form Actions in Apps
      • Rule Actions in Apps
      • Visualization of Actions in Apps
      • Downloading and uploading apps
      • Bizagi Apps lifecycle
    • Mobile devices
      • iOS devices
        • iOS phone navigation
      • Android devices
      • Detailed inbox
      • Maintenance Window
      • Take Ownership
      • Push notifications
      • Considerations for mobile devices
        • Functional Differences Between the Mobile Application and the Work Portal
      • Change project name
      • Traditional design
      • Offline capability
        • Working offline using iOS devices
        • Working offline using Android devices
        • Synchronization Errors
      • Integrating with Microsoft Intune
    • Deployment 
      • Previous considerations and requirements
        • Deployed Objects
          • Deploying considerations with entities
      • How to generate a deployment package
        • Generate a package from Studio
          • Related 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
  • 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
      • Bizagi Upgrade Process
      • 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
          • Consumption Details Automation
          • Consumption Details Ask Ada
          • Consumption Detail Total Consumption
          • Consumption Detail Download Report
      • How to manage your environment with the Management Console
        • Access the Management Console
        • Environment
          • Options
            • Email Configuration by Authentication
              • Configuration with Default Authentication
              • OAuth Authentication
                • Data Collection in Azure
                • Configuration with OAuth Authentication
              • Configuration with Basic Authentication
            • Custom Parameters
          • Proxy Configuration
          • Deployment Package
            • Package Visualizer
          • Sync data
          • Personas synchronization
          • Maintenance window
          • Delete cases
          • Sequences
          • Business Time Zone
        • Security
          • Security option
          • LDAP
          • Web administrator password
          • SAML 2.0
        • Organization
          • User groups
          • Working Time Schema
        • Connect
          • Interfaces
          • Excel connector
          • Connectors
          • ECM
          • Form Recognizer
          • Providers
        • Scheduler
          • User jobs administration
          • Wait jobs
          • Alert jobs
        • Track
          • Tracing
          • Tracing - New
          • Event log
        • RPA Bots
          • UiPath
          • Blue prism
          • Automation Anywhere
        • Data Visualization
          • Power BI
        • User options
          • Time zone examples
      • How to manage your Time zones configuration
        • How the time zone affects Date-Time attributes
      • Creating a BACPAC file
    • 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
    • ODS Operational Data Store
      • ODS through Private Access
        • ODS through VPN
        • ODS through VNET peering
      • ODS through Public Access
        • ODS Public Access
      • PowerBI and Tableau connection using ODS
      • Navigate and extract information from ODS
        • Views
          • Utilitarian Views and Functions
        • Business scenario queries
          • Other useful queries
        • Value List tables
      • ODS Troubleshooting
• Disclaimer