Overview
My Stuff holds all the data that each Persona owns and is relevant to their work.
This data is available for each Persona independently, and displays all records that are allocated or owned by that logged-in Persona.
This section is part of the personalized Me menu, which is described at Me.
My Stuff's presentation
Within My Stuff, many different collections of data are presented.
Each collection of My Stuff represents a collection linked to that Persona.
The image below shows how a Patient Persona is be able to see their exams, medical bills, among others, because those are data records that belong to that particular user.
Bear in mind that My Stuff is also context-aware; meaning that some collections are shown to that Persona under a particular situation or circumstance, instead of always being shown.
Using My Stuff
When clicking a collection, you can see the values stored in the collection that are exclusively associated to the current Persona.
Once a collection is clicked, the data records in them are presented with these options:
Note that the information is presented using the preset Template of the specific entity which holds records.
To learn more on how this is configured in Bizagi Studio, refer to Entity Templates.
|
Whenever the template is bound to the process entity, the Work on it button will be available (provided that the case is opened, and there is an activity allocated to the user). |
Applying Filters
You can filter results by using the options located on top of the listed records. Filters are displayed when the results contain dates, currency, parameter entities, and integers.
Filters are displayed for Direct collections. Indirect collections do not have filters.
In that header, you may use more than one filter at the same time:
The number of filters applied to the results will be represented with the funnel icon and a number on it 
, located at the top right corner.
When clicked, you may toggle on/off such filters.
The values available for filtering are those that are contained within the list of results. For example, if the results contain records associated with English and Spanish languages, the filter shows these available values (even if the source entity contains more values such as English, Spanish, Portuguese, Italian).
|
When performing Searches, the filters used are automatically removed to avoid performance issues when results surpass 1,000 records. |
Sorting results
Similarly, results can be sorted out by using the attributes presented for each result.
Sort these records in ascendant or descendant order, depending on the direction the arrow of the 
icon points to.
For instance, in this specific example (the icon shown above) works for an ascending order.
My Stuff shortcuts
Note that while viewing a given collection of My Stuff, the panel on the left presents a shortcut for you to access any other collection of My Stuff.
New records
Knowledge workers are able to add new records to their existing collection. For those collections this option is explicitly enabled.
When enabled, the collection displays an "Add.." option at the top of the listed records.
Clicking it opens a form to input details, or launch a process.
The choice of having a form or a process launched, as well as the possibility to use this option are defined in design through Bizagi Studio.
To learn more on how this is configured in Bizagi Studio, refer to Enabling new items in My Stuff.
Executing Actions over records
Each record may display buttons that are active according to a given situation (context).
These buttons represent Actions.
Important aspects of such Actions are:
•They enable Personas to achieve an objective that they consciously will.
•They can launch processes, update data records by clicking a button (independently of the processes it is related to), create new records of an entity (also being independent of a process), and link process together to create powerful cases.
•They can be launched to affect or create an individual data records of your project, or multiple records at the same time.
For example, an Action can end up booking a hotel, updating a customer's record, or approve multiple requests at the same time.
Individual actions vs Merged actions
Actions that affect individual records are shown at the bottom of each record.
Hence, notice that a record may present different Actions when compared to other ones (Bizagi displays Actions when it makes sense, given a particular situation).
The image below illustrates an example where a Persona is viewing their doctors, and how that Persona does not have the possibility to schedule an appointment with Dr. Adam Smith because that doctor is a Pathologist, unlike Dr. Alexandre Mou, who is a General practitioner.
On the other hand, whenever an Action is presented at the top of the listed records, it means that it can be clicked to apply it to multiple records (as long as you check the check-boxes of the records it should apply to).
These type of Actions are known as Merged actions.
Notice that when checking check-boxes of different records, Bizagi presents the Merged actions that are applicable to the whole set of the records (under a "their common denominator" approach).
To learn more about how are Actions configured in Bizagi Studio, refer to Actions.
Last Updated 10/7/2024 11:37:49 AM