Bizagi Cloud Platform
Architecture
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Shared responsibility in the cloud
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Security controls
Identity and access management
Managing Access to Information
Network security
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Data encryption
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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?
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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 the platform
Customer Portal
Accessing the first time to an Enterprise subscription
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
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
Accessing Portals and Applications
Signing in the Bizagi Cloud Portals and Applications
Sign in to Modeler Services subscription
Sign in to Studio Services subscription
Sign in to the administration portals
Additional Customer Portal features
Studio Cloud Services roles
GDPR Anonymization in the Customer Portal
Monitoring Center
User Management in Monitoring Center
Monitoring Home
Monitoring Metrics
Metrics Dashboard
Metrics Details
Metrics Trends and Forecast
Monitoring Performance
Performance Dashboard
Performance Portal LRO
Performance Scheduler LRO
Performance External LRO
Performance API LRO
Monitoring Uptime
Uptime dashboard
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 with Bizagi Modeler
Bizagi Modeler user roles and portals
Subscription and models structure
Installing Bizagi Modeler
Cloud portals first steps
Customer portal first steps
Modeler Desktop signing in troubleshooting
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
Configure WebPart
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
Studio Cloud Services user roles and portals
Subscription and project structure
Cloud portals first steps
Customer Portal first steps
Autentication in Studio Cloud Services
Management Console first steps
Bizagi Studio first steps
Development considerations
Multiple Version Support for SCS
FAQs
Reliability
Service requirements
Available data centers
Enterprise subscription
Project and environment management
Environment Profiles in Studio Cloud Services
Studio Cloud Services Architecture
VPN integration
Ports and Protocols Requirements - Dataflow
Collaboration Team management
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
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
Mapping Types in 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
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
Perform timezone 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
Get User Related IDs
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
Manage existing AI Agents
Create AI Agents
AI Agent Templates
AI Agents from scratch
AI Actions
AI Agents using files as inputs
Files as inputs use cases
Enterprise Knowledge
Manage Knowledge Base Catalogs
Associate Knowledge Base Catalogs with 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
Execute AI Agents from Entity Forms
Execute AI Agents in Pipelines
AI Agents FAQs
AI Workers
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
Security in API 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
Component Library 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
Side menu
Types of Pages
Public and Private pages
Detail pages
Entity form pages
Persona pages
Inbox pages
Home pages
Page options
Types of layout
Web Page
Mobile
Header
Controls
Managing Controls
Types of Content
Banner
Enable My relevants
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
Export to Excel
User Filters
Experience Elements
Inbox
My relevants
Scorecards
Embeds
Embed a Website and HTML iFrame
Data visualization
Settings
Appearance
Color palette
Banner
Controls style
Forms Layout
Tools
Multilingual apps
Manage translations
Check-in / Check-out
Publishing an app
Ask Ada
Data domain
Collection filters
Replicated Entities in Ask Ada
Using Ask Ada
Ask Ada Dashboards
Dashboards management
Results management
Share Dashboards
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 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
Important considerations for the development in Automation Service
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 Details AI Workers
Consumption Detail Total Consumption
Consumption Detail Download Report
How to manage your environment with the Management Console
Environment Profiles in Automation Service
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
Local Certificates
How to extract the Thumbprint of a certificate
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
Tracing configuration
AI Tracing
AI Agents Tracing
AI Worker Tracing
Apps Tracing
Authentication Traces
Bizagi API Traces
OData Traces
SOA Traces
Connector Traces
Form Recognizer Traces
SAP Traces
Web Services Traces
Data Replication Traces
ECM Traces
Entity Manager Traces
LDAP Traces
Render Traces
RPA Traces
Rules and Expressions Traces
Scheduler Traces
Trigger and Actions Traces
Workflow Traces
Event log
Audit Log
RPA Bots
UiPath
Blue prism
Automation Anywhere
Data Visualization
Power BI
AI Hub
Knowledge Base Catalogs
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
Request Views and Stored Procedures
ODS Troubleshooting
Disclaimer