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Best Practices Bizagi Tips and Tricks

Working with Tables in Bizagi

Content

  1. Editable table with row validation
  2. Filter dropdown values to exclude already selected ones

Editable table with row validation

Table Functionality

Table functionality in Bizagi
Categories
Bizagi Tips and Tricks

Credential in Bizagi

Credential vs Me.Case.WorkingCredential

The important thing to consider when deciding to choose between these two functions is the CONTEXT: are you using this function in an ongoing case or outside of a case like Queries, Summary forms, Global forms etc?

  • Use Credential, when it is required to use the information of the currently logged-in user in Query, Summary or Global forms etc (i.e., without context).
  • Use Me.WorkingCredential, when it is required to use the information of the current user allocated to the current task in Process forms or expressions (i.e., with context).
Categories
Bizagi Tips and Tricks

Working with XMLs

Content

  1. EntityManagerSOA web methods
  2. Execute Events
  3. Execute Activity
  4. Create a new case

EntityManagerSOA web methods

Bizagi EntityManagerSOA web methods
Categories
Bizagi

Bizagi Support Levels

Bizagi offers 2 support levels: the Basic Support Service (with no SLAs) and the Premium Support Service (with SLAs) which you may purchase separately according to your requirements.

Basic Support Service

To receive basic support, you must have an active maintenance support contract. Maintenance includes product upgrades/updates and basic product support. Basic Support does not offer any Service Level (no SLAs) and allows customers to open support tickets in Bizagi Portal to report bugs, errors, or suggestions for product enhancement. Support Tickets may also be used to make simple consultations regarding product functionality.

Premium Support Service

This service was designed for those companies that require service levels and special attention to their incidents. This is an optional service, aimed to complement the Basic Support included in the maintenance. The Premium Support Service is based on incidents and is offered in three modalities: Bronze, Silver, and Gold, depending on your service level (SLA) requirements and the number of pre-paid support hours. In order to have access to this service you must have a current and valid maintenance contract for your Bizagi licenses.

The Premium Support programs differentiate from the Basic Support scheme in the sense that they include SLAs and specific time dedication from our support team, which depends on the selected option: Bronze and Silver (5×8) and Gold (7×24). To submit an incident, the client should access Bizagi Portal and open a new ticket, which will be attended to according to the conditions of the acquired program.

Categories
Bizagi Tips and Tricks

How to build inline validation in Bizagi

Why should you choose inline validation over Bizagi’s default validation

  1. Increases User Engagement and Satisfaction: Inline validation improves the user experience by providing real-time feedback on errors or invalid entries. This helps users to correct mistakes instantly, making them feel more in control and engaged with the form, which can increase user satisfaction.
  2. Reduces Errors and Form Abandonment: Inline validation helps to reduce errors and form abandonment by guiding users to correct mistakes as they go. This reduces the chances of users submitting incomplete or incorrect forms and ensures that all required fields are filled out before submission.
  3. Saves Time and Effort: Inline validation saves time and effort for both users and website owners. Users don’t have to go back and forth to correct mistakes, and website owners don’t have to manually check and correct invalid entries. This makes the whole process quicker and more efficient.
Categories
Bizagi Tips and Tricks

Responsive email templates in Bizagi

Why responsive emails are a most

  1. Improved User Experience: By using responsive emails, you can ensure that your emails look great on any device, whether it’s a desktop, laptop, tablet, or smartphone. This can help improve the user experience and increase engagement with your emails. When users can easily read and interact with your emails, they’re more likely to take the action you want them to take, such as making a purchase or signing up for your service.
  2. Increased Reach: With more and more people using mobile devices to check their email, it’s important to make sure your emails are optimized for mobile screens. By using responsive emails, you can ensure that your emails are accessible to a wider audience, regardless of the device they’re using.
  3. Better Email Performance: Responsive emails can help improve your email performance metrics, such as open rates and click-through rates. When users can easily read and interact with your emails on any device, they’re more likely to engage with your content and take the desired action. This can help increase the effectiveness of your email marketing campaigns and ultimately lead to better ROI.
Categories
Bizagi Tips and Tricks

Use REGEX inside expressions

Bizagi allows you to use a regular expression (REGEX) on input text fields. So what happens if you want to use REGEX inside an expression?

Categories
Bizagi Tips and Tricks

How to display the data from a master entity (Bizagi Cloud)

How to display the data from a master entity (Bizagi Cloud)

Before when Bizagi was installed on-premise, you had access to the database. And it was super easy to perform a SELECT and to retrieve the data from a particular table.

So how can you display the data from an entity/table when Bizagi is Cloud-based? Do you open a support ticket every time you want to query your entity? No! The easiest way is to use the SOA layer and get the values using the EntityManagerSOA getEntitiesAsString

Categories
Bizagi Tips and Tricks

Create custom HTML emails in Bizagi

How to create custom emails

Go to Activity Actions (Events) and select your activity. Add a new e-Mail.

Categories
Bizagi Tips and Tricks

How to get the case link in Bizagi

In this article, I will walk you through an easy and powerful solution on how to get the case link in Bizagi.