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<p>New releases &gt; BRIX On-Premises / 2023.10</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">2023.10</span></h1>
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<p class="p_Normal"><span style="color: #394149; background-color: #ffffff;">BRIX On-Premises 2023.10 includes all the&nbsp;</span><span style="color: #394149; background-color: #ffffff;"><a href="2023_10.html" class="topiclink">BRIX SaaS 2023.10 updates</a></span><span style="color: #394149; background-color: #ffffff;">, as well as the following changes:</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="color: #394149; background-color: #ffffff;">1. Updated licensing system: The new licensing system aims to make license protection more reliable while meeting the security service requirements. This update is only for the On-premises edition.</span></p>
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<li value="1" class="p_Normal"><span style="color: #394149; background-color: #ffffff;">For users, activation procedures and the interface remain unchanged.</span></li><li value="2" class="p_Normal"><span style="color: #394149; background-color: #ffffff;">Machine data has been replaced with infrastructure data.</span></li></ol>
<ul style="list-style-type:circle"><ul style="list-style-type:circle">
<li class="p_Normal"><span style="color: #394149; background-color: #ffffff;">During infrastructure setup, it's recommended to use a trial key, as it doesn't require platform reactivation when reconfiguring the infrastructure. The maximum activation period for a trial key is one month.</span></li><li class="p_Normal"><span style="color: #394149; background-color: #ffffff;">For commercial use, a commercial key is recommended. Note that infrastructure reconfiguration might require platform reactivation.</span></li></ul></li></ul>
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<li value="3" class="p_Normal"><span style="color: #394149; background-color: #ffffff;">Activation keys now are valid for 15 days from the date of generation.</span></li><li value="4" class="p_Normal"><span style="color: #394149; background-color: #ffffff;">Node activation for the Enterprise edition is no longer required. Any node can perform the license check.</span></li><li value="5" class="p_Normal"><span style="color: #394149; background-color: #ffffff;">Removed the option &quot;Show Cluster Servers&quot; in the Administration &gt; License Management.</span></li><li value="6" class="p_Normal"><span style="color: #394149; background-color: #ffffff;">Clients updating to version 2023.10 from earlier versions will see a message in Administration &gt; License Management about the need to update the activation key.</span></li></ol>
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<li class="p_Normal"><span style="color: #394149; background-color: #ffffff;">The key must be updated before upgrading the platform to version 2024.4, as the old licensing system will no longer be supported.</span></li><li class="p_Normal"><span style="color: #394149; background-color: #ffffff;">Only the platform needs reactivation; system and business solutions do not.</span></li></ul></li></ul>
<p class="p_Normal"><span style="color: #394149; background-color: #ffffff;">2. Added the option to choose between OnlyOffice and R7 Office editions during the installation of BRIX add-ons.</span></p>
<p class="p_Normal"><span style="color: #394149; background-color: #ffffff;">3. Updated the configuration method of the BRIX platform for installing custom microservices.</span></p>
<p class="p_Normal"><span style="color: #394149; background-color: #ffffff;">4. Added two add-ons (Addons) for BRIX Enterprise: Loki for log collection and Tempo for trace collection. Details on installation, configuration, and use will soon be available in the help section.</span></p>
<p class="p_Normal"><span style="color: #394149; background-color: #ffffff;">5. Updated the Monitoring addon (Prometheus + Grafana): Added several BRIX application dashboards, improved the dashboard delivery system for installing multiple BRIX instances in a single Kubernetes cluster.</span></p>
<p class="p_Normal"><span style="color: #394149; background-color: #ffffff;">6. To monitor all BRIX instances in a cluster, one Monitoring, one Loki, and one Tempo will be required. More details can be found in the help guide at&nbsp;<a href="install-monitoring-tools.html" class="topiclink">https://brix365.com/en/help/install-monitoring-tools.html</a>.</span></p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">2024.4</span></h1>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif;">Version BRIX On-Premises 2024.4 includes all updates for <a href="2024_4.html" class="topiclink">BRIX SaaS 2024.4</a>, as well as the following improvements:</span></p>
<ol style="list-style-type:decimal">
<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif;">All delivered Docker images of BRIX starting from this release are protected with digital signatures. To verify the authenticity of the images during installation, you can use the Kyverno verification policy. This can be useful in closed environments after BRIX delivery to a secure perimeter, to ensure that the images have not been altered during transportation. Read more in <a href="docker-image-verification-policy.html" class="topiclink">Signature verification policy for Docker image</a>.</span></li></ol>
<p style="line-height: 1.28; margin: 0 0 11px 34px;"><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif;">We also automatically compile a list of dependencies for the BRIX Application, known as Software Bill of Materials, which allows checking the images against a list of known vulnerabilities (Common Vulnerabilities and Exposures) and make a decision about updating the BRIX version. The SBOM list is available upon request.</span></p>
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<p>New releases &gt; BRIX On-Premises / 2024.5</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">2024.5</span></h1>
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<p class="p_Normal">Version BRIX On-Premises 2024.5 includes all updates for <a href="2024_5.html" class="topiclink">BRIX SaaS 2024.5</a>, as well as the following improvements:</p>
<p class="p_Normal">A significant number of updates have been released, aimed at improving functionality and stability.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-weight: bold;">Monitoring:</span></p>
<ul style="list-style-type:disc">
<li class="p_Normal">Updated the Monitoring addon (Prometheus 0.73.2 + Grafana 10.4.1).</li><li class="p_Normal">Upgraded the Loki addon to version 3.0.0, enhancing the performance of the logging system.</li><li class="p_Normal">Updated the Tempo addon to version 2.5.0.</li><li class="p_Normal">Added the Mimir addon for long-term metric storage.</li><li class="p_Normal">Introduced the EventsExporter addon for collecting Kubernetes events into Loki and facilitating viewing in the provided Grafana dashboard.</li></ul>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-weight: bold;">Security:</span></p>
<ul style="list-style-type:disc">
<li class="p_Normal">Updated the Cert-Manager certificate manager to 1.14.5.</li></ul>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-weight: bold;">Service Mesh:</span></p>
<ul style="list-style-type:disc">
<li class="p_Normal">Updated the Linkerd addon to 2.14.10 for compatibility with Kubernetes up to version 1.30.</li><li class="p_Normal">Added instructions for automatic updating of mTLS certificates for Linkerd through Cert-Manager.</li></ul>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-weight: bold;">Auto-Scaling:</span></p>
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<li class="p_Normal">Updated the KEDA addon to 2.13.1.</li></ul>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-weight: bold;">Compatibility:</span></p>
<ul style="list-style-type:disc">
<li class="p_Normal">Tested the compatibility of BRIX with the newly released RedOS version 8. BRIX On-Premises Standard (KinD), BRIX On-Premises Enterprise (Deckhouse, Vanilla Kubernetes) have been installed and function without issues.</li><li class="p_Normal">Tested compatibility of BRIX Standard, BRIX Enterprise (Deckhouse) with the recent Ubuntu Linux 24.04 release.</li></ul>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">Also, in the BRIX 2024.5.0 release, there were several minor corrections in the backup system, deployment system in closed networks, and improved compatibility with new Kubernetes versions.</p>
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<p>New releases &gt; BRIX SaaS / 2024.6</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">2024.6</span></h1>
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<p class="p_Normal"><span style="font-weight: bold;">Introduction of the</span> <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span> <span style="font-weight: bold;">tag</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">To enhance the update process and increase your awareness about significant changes, we are introducing the new <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span> tag. This tag will be used to mark critical changes that could impact the operation of your system. Please pay special attention to any updates marked with this tag, as they may require additional actions on your part to adapt or adjust your current configuration.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Processes</span></h2>
<p class="p_Normal">TEAM-12541 A new &quot;read-only&quot; mode for administrators has been added in the process designer. It allows them to view the settings and layout of the process without the ability to edit it. This mode is activated upon request and prevents accidental modifications in critical processes. <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">TEAM-26232 In this platform update, a feature has been added that allows for enlarging the process map window in the monitor or on the task page. Users can now open the map in full-screen mode, which greatly simplifies the analysis and navigation of complex business processes. <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">TEAM-10589 Improved readability of business process maps. Now, the background of connector names in process diagrams is semi-transparent, which facilitates visual perception of the map.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Reports</span></h2>
<p class="p_Normal">TEAM-27874 A new feature has been added to the <span style="font-weight: bold;">Report</span> app type that allows users to flexibly configure the display of columns and filters. A <span style="font-weight: bold;">Settings</span> button has been added to the report page, with the option to select <span style="font-weight: bold;">Table Settings</span>. Users can specify which columns to display, which to use for filtering, and which field to use for sorting. The list of available columns is set by the administrator when creating the report, and users can adapt their display according to their own needs. <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">TEAM-28134 Reports now have the option to add columns with links to app items. Users can activate this feature by checking the <span style="font-weight: bold;">Link to app item</span> box when creating or editing a report. This allows each column associated with the <code><b>__name</b></code> field to display a clickable link to directly access the app item from the report. This feature is only available for reports whose data sources are of the App type. <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">CRM</span></h2>
<p class="p_Normal">TEAM-25985 Added the ability to hide Kanban statuses in the sales pipeline depending on the user's role. Now it is possible to:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">designate statuses visible only to managers, for example, for distributing tasks among performers.</li><li class="p_Normal">manage several types of sales within the same pipeine with both common and individual statuses. This allows all users to see a fully populated Kanban board without gaps, enhancing visual perception and ease of use.</li></ul>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Scripts</span></h2>
<p class="p_Normal">TEAM-12807 The error handling of the <code><b>getWorkingTime()</b></code> method has been improved. Now, if parameters are passed to the method where <code><b>from</b></code> is later than <code><b>to</b></code>, the script does not crash with an error. Instead, the difference between the dates is calculated regardless of the order. If <code><b>from</b></code> is greater than <code><b>to</b></code>, the method correctly returns the difference from the greater to the lesser.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">TEAM-16205 The script editor has added the <code><b>Blob</b></code> interface and the <code><b>blob()</b></code> method.</p>
<ul style="list-style-type:disc">
<li class="p_Normal">The Blob interface is a universal wrapper for the standard type <a href="https://developer.mozilla.org/ru/docs/Web/API/Blob" target="_blank" class="weblink">https://developer.mozilla.org/ru/docs/Web/API/Blob</a> on both client and server;</li><li class="p_Normal">The <code><b>blob()</b></code> method in <code><b>FetchResponse</b></code> for obtaining a response in the form of binary data.</li></ul>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">TEAM-26574 The <code><b>OrgunitField</b></code> in the <code><b>Permission</b></code> structure no longer has to be present in the <code><b>json item</b></code>. This avoids SQL query errors when the field is absent in the <code><b>json</b></code>.</p>
<p class="p_Normal">For example, previously, when adding access fields to process instances such as <code><b>"__createdBy", "__currentPerformers", "__subscribers"</b></code>, and the new field <code><b>"__viewers"</b></code> (with the <code><b>"omitempty"</b></code> flag), the system required all these fields to be present. Now, fields that may not be in each instance do not cause a query error.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">TEAM-27334 Added the <code><b>body</b></code> field in the <code><b>fetch</b></code> request response that contains the result stream of the request.</p>
<p class="p_Normal">Example of stream handling:</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">async&nbsp;function&nbsp;test()&nbsp;{</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">const&nbsp;</span><span class="f_CodeExample">res&nbsp;=&nbsp;await&nbsp;fetch(&quot;http://my-api.com/list&quot;);</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">const&nbsp;</span><span class="f_CodeExample">reader&nbsp;=&nbsp;res.body.getReader();</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample">Context.data.debug&nbsp;=&nbsp;'';</span><br />
<span class="f_CodeExample">&nbsp;</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-style: italic;">//&nbsp;Read&nbsp;the&nbsp;stream</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">while&nbsp;</span><span class="f_CodeExample">(</span><span class="f_CodeExample" style="font-weight: bold;">true</span><span class="f_CodeExample">)&nbsp;{</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">const&nbsp;</span><span class="f_CodeExample">{&nbsp;done,&nbsp;value&nbsp;}&nbsp;=&nbsp;await&nbsp;reader.read();</span><br />
<span class="f_CodeExample">&nbsp;</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">if&nbsp;</span><span class="f_CodeExample">(done)&nbsp;{</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">break</span><span class="f_CodeExample">;</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample">}</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample">Context.data.debug&nbsp;+=&nbsp;value</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample">}</span><br />
<span class="f_CodeExample">}</span></p>
<p class="p_Normal">The new field is available in both client and server scripts.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Mobile app</span></h2>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">TEAM-3204 Added the ability to share files from mobile devices to the BRIX mobile app, starting with version 1.4.8. Users can now send files from messengers such as Telegram directly into the BRIX app.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Widgets</span></h2>
<p class="p_Normal">TEAM-24615 In the widget builder settings, you can now configure how to display the widget when it is added to the template of another widget. The following display modes are available:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">fully (default);</li><li class="p_Normal">fully, but without calling the initialization function;</li><li class="p_Normal">display only the title;</li><li class="p_Normal">a separate widget for the builder mode.</li></ul>
<p class="p_Normal">This feature is useful for reusable widgets, especially those distributed in BRIX Store solutions. Developers can now more flexibly manage widget display in builder mode, avoiding rendering and initialization issues.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">EQL</span></h2>
<p class="p_Normal">TEAM-26240 In the EQL control, it is now possible to set parameters using the &quot;@&quot; symbol.</p>
<p class="p_Normal">Example: <code><b>[__createdBy]=@Author</b></code>. When setting such a query, additional fields for filtering appear. This feature can be useful for use in saved filters.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Contracts</span></h2>
<p class="p_Normal">TEAM-18302 Improvements &nbsp;to <span style="font-weight: bold;">Contracts</span>:</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal">The title in the source settings window has been changed from <span style="font-weight: bold;">Contract Settings</span> to <span style="font-weight: bold;">Source Settings</span>.</li><li value="2" class="p_Normal">When all sources are deleted, the correct label <span style="font-weight: bold;">No sources for the contract</span> is displayed.</li><li value="3" class="p_Normal">If there is an incomplete mapping of source fields to the contract fields and the recovery form is closed, a confirmation window is displayed with a message about the incomplete mapping.</li><li value="4" class="p_Normal">Sources with incomplete field mapping are saved and displayed in source settings with an error.</li></ol>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">TEAM-27251 In the field mapping window of source and contract, to the titles of the <span style="font-weight: bold;">Contract</span> and <span style="font-weight: bold;">App</span> columns, the names of the contract and the app have been added respectively, separated by a dash.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Projects</span></h2>
<p class="p_Normal">TEAM-24489 Now, when changing the responsible party in a project task, a notification is sent to the task activity stream.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">TEAM-27157 Added color indicators for unstarted processes in the Gantt chart.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">ECM</span></h2>
<p class="p_Normal">TEAM-25769 New access settings have been added to the hierarchical directory, allowing non-administrators to edit folders. It is now possible to separately configure rights for creating, viewing, and editing folders for specified employees.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">TEAM-25835 Added the ability to change the names of standard buttons in the signing activity. Works similarly to changing button names in the <span style="font-weight: bold;">Task</span> block in the process designer. If names are set for connectors in the diagram, they are used as button texts on the page. Otherwise, default values are used.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Service</span></h2>
<p class="p_Normal">TEAM-26374 Changed system behavior when opening the <span style="font-weight: bold;">Live Chats</span> workspace. Now, when navigating to the workspace, the top app or page automatically opens.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Users</span></h2>
<p class="p_Normal">TEAM-4548 Added the ability to view and clear occupied positions before sending invitations or saving changes.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">TEAM-6705 Implemented the ability to customize the menu for users, saving time searching for the needed workspace. The administrator enables the <span style="font-weight: bold;">Allow users to configure the menu</span> feature in <span style="font-weight: bold;">Administration &gt; Company Settings</span>. Users can customize their menu by clicking the wrench icon in the sidebar, changing the order of workspaces, and managing their visibility. The <span style="font-weight: bold;">Default</span> setting allows resetting individual settings and applying global administrator settings.</p>
<p class="p_Normal">Activation of the feature flag <code><b>enableCustomMenu</b></code> is required.</p>
<h2 class="p_Heading2"><span class="f_Heading2">&nbsp;</span></h2>
<h2 class="p_Heading2"><span class="f_Heading2">Data management</span></h2>
<p class="p_Normal">TEAM-20611 Implemented the ability to work with deleted context variables in apps, business processes, and widgets. Administrators can view, restore, or delete these variables using the <span style="font-weight: bold;">Show deleted variables</span> flag. This enhances data control and helps maintain data integrity, preventing errors due to incorrect deletion.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-weight: bold;">Activity stream</span></p>
<p class="p_Normal">TEAM-27260 Pinned the tabs <span style="font-weight: bold;">Chats</span>, <span style="font-weight: bold;">Activity Stream</span>, <span style="font-weight: bold;">Favorites</span> in the <span style="font-weight: bold;">Messages</span> workspace, so they remain visible when scrolling through the list of chats or objects.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">TEAM-27263 The context menu item <span style="font-weight: bold;">Show in the activity stream list</span> has been renamed to <span style="font-weight: bold;">Show in object list</span> to more accurately reflect the action's purpose.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Bugs fixed</span></h2>
<p class="p_Normal">1. TEAM-22473 Fixed the names of chart types in the <span style="font-weight: bold;">Chart</span> widget. Previously, the types <span style="font-weight: bold;">Advanced Pie</span> and <span style="font-weight: bold;">Multiple Pies</span> did not accurately reflect their actual appearance. They are now correctly labeled as <span style="font-weight: bold;">Advanced Doughnut</span> and <span style="font-weight: bold;">Multiple Doughnuts</span>, accurately reflecting their structure. <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">2. TEAM-24382 Fixed action logging for tasks in the <span style="font-weight: bold;">Security Audit</span> widget. Previously, the creation, updating, and completion of tasks were not recorded. Now, all actions with tasks are correctly displayed in the widget, ensuring full transparency of operations. <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">3. TEAM-27793 Fixed an error with transferring a temporary file in a process initiated via API. Previously, despite successful process execution, the <span style="font-weight: bold;">File</span> type variable appeared visually empty and displayed as &quot;00000000-0000-0000-0000-000000000000&quot; in the API. Now, files are correctly passed into the context of the launched process, ensuring their availability and use within the process. <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">4. TEAM-27573 A bug was identified related to the <code><b>json()</b></code> method for new unsaved app items. If you used the undocumented <code><b>json()</b></code> method for app items in scripts, as shown below, note that the behavior for the <code><b>__createdBy</b></code> field has changed.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample" style="font-weight: bold;">const&nbsp;</span><span class="f_CodeExample">item&nbsp;=&nbsp;Namespace.app.my_app_1.create();</span><br />
<span class="f_CodeExample">Context.data.test&nbsp;=&nbsp;JSON.stringify((&lt;any&gt;item).json());</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">Previously, an empty value in this field was an empty array [], but this is incorrect as the field is singular. Now the empty value will be null. <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">5. TEAM-27358 When sending a large body in an API Method, its content will never be encoded in base64. This behavior was unstable and led to development issues. Now, when working with the body of a request in the API Method script, you can always treat it as the original request. <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">6. TEAM-10053 Fixed an error in the app with incorrect display of nested properties on the process transition button. Previously, fields intended for editing nested properties were concatenated with a delimiter. Now, they are displayed correctly.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">7. TEAM-18105 Fixed an issue with displaying the name of a form after copying in processes. Previously, instead of the user-specified name, the form's identifier was displayed. Now the name correctly reflects the user's choice.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">8. TEAM-19258 Fixed a debugging issue in processes that prevented adding multiple items. Previously, when selecting an item with a long name, the input field expanded, hiding the magnifying glass icon and blocking the addition of more items. Now, the magnifying glass icon remains accessible, and users can add multiple items without restrictions.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">9. TEAM-23951 Fixed an issue in the <span style="font-weight: bold;">Tasks</span> workspace where, despite the <span style="font-weight: bold;">Not required</span> setting in the <span style="font-weight: bold;">Control</span> field, users received control tasks for subtasks.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">10. TEAM-24474 Fixed an error in the <code><b>changeDueDate</b></code> method, where the comment specified when changing the task completion date was not displayed in the process activity stream.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">11. TEAM-25013 Fixed an error in the <code><b>count()</b></code> method when using the<code><b>_searchInstances</b></code> function. Previously, the count() method incorrectly returned a number of process instances that differed from the actual count calculated through <code><b>.all().length</b></code>.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">12. TEAM-25258 Fixed an issue with transmitting values to a table from custom activities in business processes. Previously, when using activities in business processes, data was not correctly transmitted to tables despite the proper filling of the context and identical table fields.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">13. TEAM-26329 Fixed an issue with incorrect attribution of changes in items after using the <span style="font-weight: bold;">Edit app Item</span> activity in business processes. Now, the user is correctly displayed as the author of the changes, not the system.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">14. TEAM-26933 Previously, clicking the Help button on the process diagram would navigate on the current browser tab, now the help opens in a new tab.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">15. TEAM-27230 Fixed an issue that allowed setting the task completion deadline to a past date. Now, the <span style="font-weight: bold;">Complete by</span> field includes a restriction: it is not possible to select a date earlier than the current day.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">16. TEAM-27547 Fixed an error in report imports when data sources depend on other solutions. Previously, attempting to import reports without pre-installing dependent solutions resulted in a &quot;collections for datasources: not found&quot; error. Now, the system correctly handles dependencies between solutions, preventing such errors and ensuring successful report imports in any configuration.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">17. TEAM-27931 Fixed an error in exporting business process maps in PNG format. Previously, the shapes representing elements on the process map did not appear in the final image. Now, the export is performed correctly, and all elements are visualized as expected.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">18. TEAM-28131 Fixed an error that made deleted context variables accessible in business process reports. Now, when creating a report, it is not possible to select deleted context properties as columns, ensuring the accuracy and relevance of the displayed data.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">19. TEAM-28466 Fixed an error in reports when using a column aggregated by a Money type field, which led to failures when accessing data through scripts. Previously, attempts to use aggregated money data in scripts resulted in errors related to data format handling.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">20. TEAM-28469 Fixed an error in filtering report data in scripts. Previously, attempts to apply a filter to report data through a script resulted in internal errors, hindering the correct filling of the table.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">21. TEAM-28005 Fixed an issue where operators were receiving a missed call notification even if one of the operators had already answered the call. Now, if an operator picks up, other operators will not see a missed call notification.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">22. TEAM-24838 Added event handling for enabling/disabling a module.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">23. TEAM-26340 Previously, methods for obtaining a process template schema did not return the code and namespace of variables of the <span style="font-weight: bold;">App</span> type. Now the response includes additional schema data: <a href="https://api.brix.com/en/public-api/guides/FieldData/" target="_blank" class="weblink">https://api.brix.com/en/public-api/guides/FieldData/</a></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">24. TEAM-26527 A bug was identified where after exporting and importing workspaces, the <code><b>Imports</b></code> dependencies in the widget stopped working if the workspace code was changed during import. This led to errors indicating the absence of a workspace with the required code. The problem has been resolved.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">25. TEAM-27560 A bug was identified related to passing links to app items in business process action methods via <code><b>Imports</b></code>. When passing an array of users as a parameter, a <code><b>TypeError</b></code> occurred, indicating an attempt to convert a cyclic structure to JSON. The problem has been fixed.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">26. TEAM-27999 A bug was identified and fixed that occurred when creating an external portal from a template. The error manifested as &quot;TypeError: Cannot read properties of undefined (reading 'portal')&quot; both during initialization and at runtime of the portal's main page designer.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">27. TEAM-20729 A bug related to the <span style="font-weight: bold;">Show on condition</span> setting for <span style="font-weight: bold;">Yes/No</span> <span style="font-weight: bold;">Switch</span> &nbsp;variables in widget builder was identified and fixed. When creating an app item and applying this setting, the <span style="font-weight: bold;">Yes/No</span> <span style="font-weight: bold;">Switch</span> variable was automatically set to <span style="font-weight: bold;">No</span>, which did not match the expected behavior. This led to the variable visually appearing as selected, although it remained empty in the app context.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">28. TEAM-26261 A bug was identified and fixed related to the display of <span style="font-weight: bold;">Input/Output</span> columns in the context of a widget after enabling options to display the widget in the header with buttons on forms or in the sidebar in the low-code widget builder. Upon reopening the widget on the context tab, the <span style="font-weight: bold;">Input/Output</span> columns were not displayed, and the options for displaying the widget in the header and sidebar appeared as disabled and inactive, not allowing any changes.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">29. TEAM-27514 A bug related to the display of restricted dates on <span style="font-weight: bold;">Date</span> fields was identified and fixed. Previously, restricted dates were not marked on the calendar, which could lead users to misunderstand which dates were available for selection.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">30. TEAM-27670 A bug related to widget settings in the builder was identified and fixed. The problem was that after creating and binding a system function on the <span style="font-weight: bold;">Settings</span> tab, saving changes did not retain the selected method after exiting and re-entering the builder.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">31. TEAM-27959 A bug related to ignoring validation errors when the flag<span style="font-weight: bold;"> Do not display widget with validation errors</span> was enabled has been fixed. If the form setting was enabled, the app item was saved even when validation errors were present.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">32. TEAM-25975 An error was identified when adding the library <code><b>tabulator.min.js</b></code> to the <span style="font-weight: bold;">Code</span> widget, where a problem occurred due to the incorrect MIME type (application/octet-stream), leading to an execution error due to the activated strict MIME type checking.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">33. TEAM-27372 An error was identified related to the incorrect update of the <span style="font-weight: bold;">File Preview</span> widget's content when changing the selected file. When selecting a new app item and clicking the file preview button, the widget displayed the previously selected file, not considering the new data. A redraw of the view widget has been implemented upon changes in the widget's input data.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">34. TEAM-27780 A problem was identified with excessive buttons on the page with a document packet after completing the approval process and their placement on the task form. Users noticed the presence of the <span style="font-weight: bold;">Form Settings</span> button, which should not be displayed on this page. An error occurs when attempting to click <span style="font-weight: bold;">Form Settings</span>.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">35. TEAM-27783 A problem with narrowing the version comparison window after refreshing the page in the <span style="font-weight: bold;">Document</span> type app was identified. The error has been fixed.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">36. TEAM-27979 In the application for creating a signature in the Kontur provider for identification by SMS, a request for operation confirmation has been added to Kontur. Now, the SMS code for confirmation, which can be transmitted to the Kontur using tssdk, will be sent to the number specified in the <span style="font-weight: bold;">Advanced non-qualified e-signature request</span> block. </p>
<p class="p_Normal">&nbsp;</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">```javascript</span><br />
<span class="f_CodeExample" style="font-weight: bold;">const&nbsp;</span><span class="f_CodeExample">result&nbsp;=&nbsp;await&nbsp;signRequest.confirm(smsCode);</span><br />
<span class="f_CodeExample">```</span><br />
<span class="f_CodeExample">where:</span><br />
<span class="f_CodeExample">-&nbsp;`smsCode`&nbsp;-&nbsp;SMS&nbsp;code&nbsp;as</span><span class="f_CodeExample" style="font-weight: bold;">&nbsp;string</span><br />
<span class="f_CodeExample">-&nbsp;`signRequest`&nbsp;-&nbsp;request&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">for&nbsp;</span><span class="f_CodeExample">issuing&nbsp;the&nbsp;signature</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">After which the signature can be issued.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">37. TEAM-28071 A bug was identified and fixed in the <span style="font-weight: bold;">Approval</span> block related to changing the type of swimlane from dynamic to static during process setup. The error appeared after a user modified the settings of the second swimlane and selected a user group.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">38. TEAM-28145 The display of the <span style="font-weight: bold;">Sign</span> button on the user form has been corrected after it was removed in the designer and re-added.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">39. TEAM-28354 File deletion handling has been added to the system file viewer widget linked to the widget's field.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">40. TEAM-23251 The <span style="font-weight: bold;">Plan archive</span> field has been hidden from the user interface as it has been removed from the business logic of the workspace.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">41. TEAM-24435 If the <span style="font-weight: bold;">End date</span> falls on a non-working day, the date is adjusted to the next working day inclusive. This behavior is consistent for both drag-and-drop and inline editing. The duration of the task in days is kept according to the working days within the range. This check only works in the Gantt chart widget; it is not present on the task creation and editing forms.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">42. TEAM-26275 The milestone is considered in the overall progress of a stage task. If the milestone is not closed, the stage task will not be completed.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">43. TEAM-26344 Previously, notifications about the completion of project tasks were not sent to the manager. This error has been corrected.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">44. TEAM-26405 The <span style="font-weight: bold;">Project tasks</span> widget now functions correctly, filter values are applied to the widget and are saved; upon reopening the project view form, the saved filter is applied.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">45. TEAM-27725 Errors in solution import on various platform versions have been corrected.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">46. TEAM-27905 Errors in displaying individual interface elements in the Gantt chart have been corrected.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">47. TEAM-27947 A bug was identified and fixed related to missing fields in electronic signature details. Users encountered issues where fields such as <code><b>certSerialNumber</b></code>, <code><b>commonName</b></code>, and <code><b>organization</b></code> were not displayed correctly.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">48. TEAM-28497 An error related to the execution of linked tasks in the <span style="font-weight: bold;">Projects</span> system workspace was identified and fixed. The error occurred after setting end-to-start task dependencies and then trying to complete one of the linked tasks. When the <span style="font-weight: bold;">Done</span> button was pressed on the task form, an error notification appeared, although the task was marked as completed.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">49. TEAM-28798 An issue with increased load on MongoDB due to frequent queries to the <code><b>feature_flags</b></code> collection in the <code><b>elma365commerceVahter</b></code> database was identified. These queries, performed every 15 minutes, led to significant CPU load, impacting overall system performance. The error has been resolved.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">50. TEAM-28807 An error was identified and corrected during the retrieval of signature data from an external e-signature provider. The problem occurred when calling the <code><b>getDetails</b></code> method for the signed item <code><b>internalCorrespondence</b></code>, despite the item being correctly signed.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">51. TEAM-25233 An issue with missing notifications about the creation of events in the calendar was identified and corrected. Sometimes event participants did not receive notifications.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">52. TEAM-25388 An error causing duplication of business process instances upon multiple click on the <span style="font-weight: bold;">Start Process</span> button was identified and eliminated. This issue was evident when using the process start form, which reopened with each button press, allowing the same process to be launched multiple times without proper control. To resolve this issue, the start button is now locked until the previous start request is completed and a notification of successful process start appears.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">53. TEAM-26333 An error related to the incorrect saving of items in dependent apps was resolved. When attempting to create an item in one app through another app's form, the dependent item was saved even if the main item failed. Now, if the main item is not saved, the related items will also not be created, ensuring compliance with the logic of dependent fields and improving system stability.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">54. TEAM-26867 An error related to the incorrect setting of access rights when creating new companies for the <span style="font-weight: bold;">Projects</span> app was corrected. The issue occurred during data migration, where access rights were not properly applied. Now, access rights are correctly set, and access to app items is restricted according to settings, ensuring proper access control and data protection.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">55. TEAM-27162 An error was identified and corrected where messages from muted channels were not displayed in <span style="font-weight: bold;">Favorites</span>.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">56. TEAM-27323 An issue was identified and corrected where the module icon was not displayed after importing a solution. The problem manifested as follows: after importing the solution and navigating to the module administration workspace, the module icon was replaced with a placeholder. To resolve the issue in existing Store solutions using .svg icons, it is necessary to manually re-upload the icon, re-export the module, or specify the icon format through editing the package using <code><b>elma365pm</b></code>.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">57. TEAM-27733 A problem with synchronizing group members from AD was identified when dealing with a large number of users and groups. When attempting to synchronize with an OU containing over 10,000 users and a large number of groups with more than 2,000 members, the list of group members remained empty, despite logs indicating successful synchronization. This issue has been resolved.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">58. TEAM-27949 A bug was detected where an app with a button on the form that launches a process from another app could be exported without errors, despite warnings. This issue has been corrected.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">59. TEAM-28018 An error was identified and corrected where email sending for password change and recovery was not working when a periodic password change policy was active. The problem led to users not receiving password change notifications and being unable to reset their password through the &quot;forgot password&quot; function, causing errors. Now, emails are sent correctly.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">60. TEAM-28136 A bug was identified and corrected that caused the &quot;get page: not found&quot; error during configuration import. The issue occurred during the application import stage if the configuration contained a removed workspace.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">61. TEAM-28308 A bug was identified and corrected related to the lack of access to a new page for users and incorrect determination of the executor after updating the workspace or solution. The problem occurred when adding a new page and an access group in the workspace, then updating the workspace in another instance of the system. Users added to the group after the update did not have access to the new page, and re-saving access settings did not help. The error has now been corrected.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">62. TEAM-28552 An error was identified and corrected where solution updates were failing with the &quot;forbidden without check&quot; error. The problem occurred when attempting to update the solution after its initial import, where the first import status request led to an error. Following the correction, solution updates now proceed successfully without the error.</p>
<p class="p_Normal">&nbsp;</p>
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<p class="p_Normal">Version BRIX On-Premises 2024.6 includes all updates for <a href="2024_6.html" class="topiclink">BRIX SaaS 2024.6</a>, as well as the following improvements:</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">The release includes numerous minor enhancements aimed at stabilizing the installation and update process for BRIX:</p>
<p class="p_Normal">&nbsp;</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal">Fixed the DBSexporter chart for loading images from the BRIX repository.</li><li value="2" class="p_Normal">Added a &nbsp;event exporter to log events in Loki and added an event dashboard in Grafana.</li><li value="3" class="p_Normal">Corrected the operation of the service mesh Linkerd in Kubernetes 1.29 and 1.30.</li><li value="4" class="p_Normal">Fixed manifests for using existing Kubernetes secrets to connect BRIX to databases.</li><li value="5" class="p_Normal"> Implemented rapid certificate updates in KinD.</li><li value="6" class="p_Normal">Updated the Descheduler.</li><li value="7" class="p_Normal">Added the .global.backoffLimit parameter to specify the number of migration restarts during BRIX updates.</li></ol>
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<p>New releases &gt; BRIX SaaS / 2024.7</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">2024.7</span></h1>
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<p class="p_Normal"><span style="color: #394149; background-color: #ffffff;">Here is the list of changes that you can explore right now by activating the BRIX trial version.</span></p>
<p class="p_Normal"><span style="color: #394149; background-color: #ffffff;">After August 19, 2024, all changes will become available to our clients in their active companies. Please note, the list may be expanded after the release.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">To enhance the update process and increase your awareness about significant changes, we are introducing the new <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span> tag. This tag will be used to mark critical changes that could impact the operation of your system. Please pay special attention to any updates marked with this tag, as they may require additional actions on your part to adapt or adjust your current configuration.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">ECM</span></h2>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">1. TEAM-25768 You can now select custom providers as the default provider in the <span style="font-weight: bold;">Sign</span> business process activity.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">2. TEAM-26184 Support for exporting and importing the configuration of business process triggers when a sheet is archived has been implemented. Warnings are displayed during export for processes that are not included in the exported namespaces but are specified in the archiving settings.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">3. TEAM-26954 Support for exporting and importing access rights in the document categorization system has been implemented. Access rights to the registration office and folder are transferred during the export and import of apps. If the registration office or folder already exists in the target company, rights are not overwritten. User and group-level rights are preserved when transferring between companies.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">4. TEAM-27497 Sample templates for approval sheets and lists of informed users have been added to the settings for download, further editing, and re-upload.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">5. TEAM-27500 The <span style="font-weight: bold;">Approval Settings</span> page has been renamed to <span style="font-weight: bold;">Archiving Settings</span>, with the added ability to specify a business process when archiving a list of informed users (previously it worked only for approval).</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">6. TEAM-28665 Implemented inheritance of access rights from the registration office to the category and folder. Additional rights are not updated when access rights are changed and operate separately.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Projects</span></h2>
<p class="p_Normal">TEAM-23122 In <span style="font-weight: bold;">Projects</span>, a new feature has been added to filter and search tasks when requesting work completion estimates. Users can now quickly find the required tasks in the task selection window within the Gantt chart.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">TS SDK</span></h2>
<p class="p_Normal">1. TEAM-28339 A new method has been added to the BRIX SDK that allows changing the registration number after a document has been registered. Previously, users faced limitations that required deleting and re-registering the document in case of errors or typos, which was inconvenient and could lead to additional issues in administration and record-keeping.</p>
<p class="p_Normal">Example usage:</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">```typescript</span><br />
<span class="f_CodeExample">async&nbsp;function&nbsp;editReg():&nbsp;Promise&lt;</span><span class="f_CodeExample" style="font-weight: bold;">void</span><span class="f_CodeExample">&gt;&nbsp;{</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">const&nbsp;</span><span class="f_CodeExample">item&nbsp;=&nbsp;Context.data.dokument_s_registraciei!;</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">const&nbsp;</span><span class="f_CodeExample">registrations&nbsp;=&nbsp;await&nbsp;item.docflow().getRegistrations();</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">if&nbsp;</span><span class="f_CodeExample">(registrations.length</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">&lt;=</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">0)&nbsp;{</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">throw&nbsp;new&nbsp;</span><span class="f_CodeExample">Error('something&nbsp;went&nbsp;wrong');</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;</span><span class="f_CodeExample">}</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;</span><span class="f_CodeExample">await&nbsp;item.docflow().changeRegistration(registrations[0].nomenclatureId,&nbsp;&quot;number1&quot;);</span><br />
<span class="f_CodeExample">}</span><br />
<span class="f_CodeExample">```</span></p>
<p class="p_Normal">2. TEAM-9754 The BRIX SDK now includes the ability to retrieve a comment specified by a user when signing a document using an electronic signature.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">3. TEAM-27789 The TSSDK methods for retrieving system messages in live chats have been improved. Now, with the possibility of sending system messages within a session, the <code><b>`getAllMessages()`</code></b> and <code><b>`getLastMessage()`</b></code> methods have been updated: a <code><b>`payload`</b></code> field has been added for the message types <code><b>`payload`</b></code> and . This allows for separate handling of <code><b>`session_reassign_message`</b></code> system messages received through these methods.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">CRM</span></h2>
<p class="p_Normal">1. TEAM-23170 The Hierarchy widget now includes the ability to configure the displayed fields for the selected app. This feature expands upon the previous implementation, which was limited to the fields for the <span style="font-weight: bold;">Contact</span> app, and now covers all possible app fields except for the <span style="font-weight: bold;">Table</span> type.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">2. TEAM-25031 The <span style="font-weight: bold;">Activity Log</span> widget has been enhanced with customizable field display settings:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">You can now configure fields for both system and custom activities.</li><li class="p_Normal">The default field output for each activity has been adjusted.</li><li class="p_Normal">Contact display has been added if the <span style="font-weight: bold;">Activity Log</span> contains data for more than one contact.</li><li class="p_Normal">A new feature allows users to collapse and expand information for activity records.</li><li class="p_Normal">Contact data display has been included.</li></ul>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">3. TEAM-28489 The <span style="font-weight: bold;">Bar</span> <span style="font-weight: bold;">chart</span> widget has been improved:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">New chart types have been added: horizontal bars (with dril ldown) and vertical bars (with drill down).</li><li class="p_Normal">A <span style="font-weight: bold;">Detailed information</span> feature has been added for charts with drill down.</li><li class="p_Normal">A <span style="font-weight: bold;">Status display</span> setting is now available for sources with the <span style="font-weight: bold;">App</span> with statuses type.</li><li class="p_Normal">A <span style="font-weight: bold;">Display settings</span> configuration has been added to manage the list of columns when building detailed information.</li></ul>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">4. TEAM-29295 The ability to create an empty dynamic segment for later use in lead generation has been added.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Service</span></h2>
<p class="p_Normal">1. TEAM-20787 A new parameter, <span style="font-weight: bold;">Allow operators to add clients to blocklist</span> (Yes/No switch), has been added to the global live chat settings. If <span style="font-weight: bold;">Yes</span> is selected, the option to add a client to the blocklist via the session sidebar will be available to all operators. If <span style="font-weight: bold;">No</span> is selected, this feature will be hidden from operators and only available to supervisors.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">2. TEAM-23473 Added the ability to retrieve contact information from Telegram. Previously, contact details were not transmitted to BRIX when using the share contact feature in a chat or via a Telegram bot.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">3. TEAM-25507 Added the ability for operators to edit messages in Telegram. A new option, <span style="font-weight: bold;">Enable message editing</span>, has been added to the global live chat settings, which is disabled by default.</p>
<ul style="list-style-type:disc">
<li class="p_Normal">Editing is only possible for messages sent by the operator and can be done within 48 hours of sending. After this period, editing is blocked with an error notification.</li><li class="p_Normal">Edited messages in the chat will be marked with a pencil icon, and hovering over the icon will display the date and time of the last edit.</li></ul>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">4. TEAM-28774 Reactive updates to the session page have been implemented after executing the <span style="font-weight: bold;">Send Live Chat Response</span> block in a business process. Previously, the message was sent to the session but only displayed to the operator after refreshing the page. Now the message appears immediately without the need to refresh the page. The update is only available to the operator assigned to the session.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Number data type</span></h2>
<p class="p_Normal">TEAM-23954 Added the ability to specify the allowed number of decimal places in a <span style="font-weight: bold;">Number</span> (non-integer) field. Previously, the display of digits after the decimal point worked as follows:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">For integer numbers, the minimum required digit was 0, and the maximum was 20.</li><li class="p_Normal">For decimal numbers, the minimum was 2, and the maximum was 20.</li></ul>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">We have added the ability to specify the maximum number of displayed decimal places.</p>
<p class="p_Normal">For example, if the field contains the number 3.14159:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">Integer number, maximum digit not specified: Displayed as is: 3.14159</li><li class="p_Normal">Integer number, maximum digit = 2: Displayed as 3.14</li><li class="p_Normal">Integer number, maximum digit = 0: Displayed as 3</li><li class="p_Normal">Decimal number, maximum digit = 4: Displayed as 3.1416</li><li class="p_Normal">Decimal number, maximum digit = 1: Displayed as 3.1</li></ul>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">2FA</span></h2>
<p class="p_Normal">Support for custom 2FA providers has been implemented. To do this, you need to create an interface and function in the module script:</p>
<p class="p_CodeExample" style="white-space: normal; page-break-inside: avoid;"><span class="f_CodeExample">```typescript</span><br />
<span class="f_CodeExample" style="font-weight: bold;">interface </span><span class="f_CodeExample">SecondFactor_sendError {</span><br />
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">error: string;</span><br />
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">skip2fa: boolean;</span><br />
<span class="f_CodeExample">}</span><br />
<span class="f_CodeExample">async function secondFactor_sendCode(userID: string, code: string): Promise&lt;SecondFactor_sendError&gt; {}</span><br />
<span class="f_CodeExample">```</span></p>
<p class="p_Normal">The function accepts the identifier of the incoming user and the confirmation code. After saving and publishing, the module becomes available in the security settings.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Bugs fixed</span></h2>
<p class="p_Normal">1. TEAM-25578 A problem was identified and fixed in processes where, upon opening the <span style="font-weight: bold;">Settings</span> tab, the entire version history of the process was loaded, leading to long queries and browser overload. Now, the version history is displayed page by page, with 10 items per page, loading only when the <span style="font-weight: bold;">History</span> tab is selected. This significantly speeds up performance and prevents system overload. <span style="color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">2. TEAM-28081 Fixed the display of the task list in the <span style="font-weight: bold;">Associated tasks</span> widget. Depending on user rights, the widget now displays either the task block name (to exclude access to sensitive information) or the task name according to the template (if sufficient rights are available). Additionally, an information window appears when attempting to open a task without sufficient rights. <span style="color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">3. TEAM-29183 Fixed the display of the checklist in the <span style="font-weight: bold;">Associated tasks</span> widget. Previously, the checklist was not displayed. <span style="color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">4. TEAM-28083 The <code><b>_project_template</b></code> app has been moved to the trash, as it was removed from the workspace logic and Help Center. Functionality in scripts where the app was previously used remains unaffected until re-publication. For continued use, modifications to scripts are required or the app must be restored from the trash. <span style="color: #800000;">#BreakingChangeAlert</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">5. TEAM-23320 Fixed a bug where an edited file from the task page could not be saved if it was selected from the <span style="font-weight: bold;">Files</span> workspace. Additionally, previously added files disappeared after refreshing the page.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">6. TEAM-26662 Fixed a bug in business processes where the specified value for a <span style="font-weight: bold;">Money</span>-type variable was reset to zero after saving. Data is now saved correctly, and upon reopening the block settings, the set value is displayed instead of 0.00.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">7. TEAM-28781 Fixed a bug where the actual receipt amount was reset after editing the estimated amount.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">8. TEAM-26759 Fixed a bug related to removing permissions for an app property, where the method <code><b>perms.Delete(minus permissions.Permission)</b></code> incorrectly considered <code><b>OrgunitField</b></code> fields.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">9. TEAM-26911 Fixed a bug where client scripts did not account for replacing the current timezone for the object <code><b>system.timezones.current</b></code>. When creating a <code><b>TDatetime</b></code> object, the date and time were generated with the company's timezone instead of the timezone set for the <code><b>System</b></code> object.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">10. TEAM-27139 TS SDK: An error was found in the TS SDK documentation describing the <code><b>create</b></code> method for <span style="font-weight: bold;">Phone</span> and <span style="font-weight: bold;">Email</span> objects. The method was incorrectly listed as available through <code><b>Context.data</b></code>, which is not accurate. The <code><b>create</b></code> method actually exists only for the <code><b>fields</b></code> object. The correct usage example is: <code><b>Context.data.mail = Context.fields.mail.create('user@company.com');</b></code> The documentation error has been corrected to match the actual functionality.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">11. TEAM-27297 Fixed a bug where optional dependencies were not loading in widget settings, accompanied by the error &quot;uuid: incorrect UUID length: dictionarys&quot;. The issue occurred when trying to open page settings and select available items in the builder, where the list of items did not load.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">12. TEAM-28090 Fixed a bug where server-side scripts did not work if there were properties with the same code in the app context. The problem occurred when creating and calling a server script in an app where properties with the same code were linked between two apps. An error &quot;TypeError: STRING must be a string&quot; occurred when trying to open an app item for viewing. The fix now allows server-side scripts to work correctly even with properties with the same code, and the error no longer occurs.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">13. TEAM-29178 Fixed a bug where <code><b>item_permissions_update</b></code> events were not displayed in the Security Audit v2 solution, although they were correctly shown in the Security Audit v1 solution. The problem occurred when changing additional access rights to an app item — the event was only displayed in the old version of the audit.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">14. TEAM-18652 Fixed a bug related to incorrect validation of required fields on an app item form when the modal window content loads asynchronously. The problem was that an app item was created without filling required fields, despite validation errors being displayed under the field.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">15. TEAM-25440 Fixed a bug where <span style="font-weight: bold;">Page</span>-type widgets were unavailable in the widget builder. The issue was that the set of available widgets differed depending on where they were added: in one case, the <span style="font-weight: bold;">Main page</span> widget was available, while in another case, it was missing. The widget set is now consistently available in all cases, ensuring correct operation of the widget builder.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">16. TEAM-26972 Fixed a bug where context variable validation did not trigger if there was a variable with the same code in the form context. The problem manifested as follows: when creating an app item with a custom form, despite validation triggering and displaying an error under the field, the form still closed, and the item was successfully created.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">17. TEAM-28073 Fixed a bug where focus on the edit form moved from the first available field to the next. The error has been fixed.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">18. TEAM-11538 Fixed an error where outdated signature information was not displayed on the sidebar if the file or document attributes were changed. Previously, after signing a file and subsequently changing it, the sidebar did not show a warning about the outdated signature, and the button to view the signature archive was unavailable. The status of the signature is now correctly displayed: if the signature is outdated, it is clearly indicated, and the signature archive is available for viewing. Additionally, issues with page freezing when signing only files or attributes have been resolved.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">19. TEAM-28103 Fixed a bug where it was impossible to select a provider for signing in the standard signing task. The issue occurred in the interface when providers did not load correctly and were only available when clicking on the provider's name.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">20. TEAM-28264 Fixed a bug where a project type with a modified generation process was not created. The problem occurred after exporting and re-importing the <span style="font-weight: bold;">Projects</span> solution, as well as when modifying the <span style="font-weight: bold;">Generate from template</span> process for basic and custom types.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">21. TEAM-28516 A bug was identified and fixed where an error occurred during automatic approval if one of the users in the group had a substitution set up. The issue was that when starting a process with automatic approval and active substitution, the process would fail with the error &quot;rpc error: code = FailedPrecondition desc = resolve: not permitted: precondition&quot;. This error has now been resolved.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">22. TEAM-28571 A bug was identified and fixed in the <span style="font-weight: bold;">Document versions</span> widget in designer mode where an error occurred if no file was added. The issue was that the widget displayed the error &quot;TypeError: Cannot read properties of null (reading 'id')&quot; when no file was present.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">23. TEAM-28023 The functionality for customizable Gantt chart columns and the <span style="font-weight: bold;">Project plan</span> widget has been enhanced. It now supports adding, displaying, and inline editing for data types such as <span style="font-weight: bold;">Date/Time</span>, <span style="font-weight: bold;">App</span>, <span style="font-weight: bold;">Arbitrary app</span>, <span style="font-weight: bold;">User</span>, <span style="font-weight: bold;">Yes/No</span>, and <span style="font-weight: bold;">Category</span>. Design for multiple user displays and links to app items, as well as inline editing for <span style="font-weight: bold;">Yes/No</span> fields, has also been implemented.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">24. TEAM-22762 Fixed an issue in Live Chats where links in WhatsApp could be formed incorrectly and duplicated.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">25. TEAM-28054 Fixed an issue in Live Chats related to sending messages containing more than 4096 characters. Previously, such messages appeared in the BRIX session but did not reach the client in Telegram. Users will now see a warning, and sending such messages will be blocked. Note: In Telegram, messages with more than 4096 characters are automatically split into multiple messages.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">26. TEAM-28837 Fixed an issue with routing rule display in Live Chats. Previously, when trying to change the order of a rule by dragging, it could shift sideways, causing inconvenience. The shifting problem has now been resolved.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">27. TEAM-28868 Fixed a bug that allowed creating sessions with clients without a WhatsApp account. Now, when attempting to create such a session, users will see a corresponding notification, and the session will not be created.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">28. TEAM-21322 A bug was identified where a 504 Gateway Timeout error occurred when trying to open user search if many users were added to the platform and a filter was used to display them. The issue occurred when specifying a large number of users for filtering, leading to a server timeout and the inability to display the user list correctly. The error has now been resolved, and user search works correctly regardless of the number of users on the platform.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">29. TEAM-23731 A bug was identified where a custom widget on the homepage did not display for users without administrator rights. The issue occurred after exporting and updating the configuration, when the widget access settings were reset. The error has now been fixed.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">30. TEAM-27791 A bug was identified where it was impossible to add a dependency on a solution containing system directories when using widgets from this workspace in other solutions. The issue occurred when attempting to export a solution if a widget from system directories was placed in an app from another workspace, but the dependency on the solution with system directories could not be added. The error has been fixed.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">31. TEAM-28508 A bug was fixed that occurred when calculating dependencies and editing the content of a solution if it included an app for a paid solution. Now, a custom app from a system workspace can only be included in one solution. If the system workspace is added entirely to one solution and then another solution attempts to include a custom app from that same workspace, the application will be excluded from the first solution with a corresponding notification. Checks have also been added during the export and import of solutions to avoid conflicts when using the <span style="font-weight: bold;">Add workspace entirely</span> flag.</p>
<p class="p_Normal">&nbsp;</p>
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<p class="p_Normal">Version BRIX On-Premises 2024.6 includes all updates for <a href="2024_7.html" class="topiclink">BRIX SaaS 2024.7</a>, as well as the following improvements:</p>
<p class="p_Normal">In this release, dependencies in the Helm package have been updated, allowing for the disabling of certain microservices that are not in use. This is a step towards more flexible service management and infrastructure optimization.</p>
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<p>New releases &gt; BRIX SaaS / 2024.8</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">2024.8</span></h1>
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<p class="p_Normal"><span style="color: #394149; background-color: #ffffff;">Here is the list of changes that you can explore right now by activating the BRIX trial version.</span></p>
<p class="p_Normal"><span style="color: #394149; background-color: #ffffff;">After September 16, 2024, all changes will become available to our clients in their active companies. Please note, the list may be expanded after the release.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">To enhance the update process and increase your awareness about significant changes, we are introducing the new <span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span> tag. This tag will be used to mark critical changes that could impact the operation of your system. Please pay special attention to any updates marked with this tag, as they may require additional actions on your part to adapt or adjust your current configuration.</p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Processes</span></h2>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">TEAM-15626 On the process instance page, the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">History</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;tab now displays not only tasks but also subprocesses, with the ability to open them via links. This helps better track subprocess statuses and quickly locate them if the parent process has stalled. A similar link to the parent process has been added on the same tab of the subprocess page.&nbsp;</span><span style="font-weight: bold; color: #800000;">#BreakingChangeAlert</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Widgets</span></h2>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">TEAM-25584 The version history on the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">History</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;tab in the widget builder has been optimized. The following improvements were made:</span></p>
<ul style="list-style-type:disc">
<li class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">Page-by-page display. Pagination has been added with 10 items per page for easier viewing and managing versions.</span></li><li class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">Server-side optimization. Server queries now only return the necessary data for display, reducing query execution time and minimizing the risk of timeouts.</span></li></ul>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Contracts</span></h2>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">TEAM-24236 EQL query composition is now available in the search line for contracts. The search works for app items related to contracts but not for sources.</span></p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">File editing</span></h2>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">TEAM-26163 In BRIX desktop app version 2.1.21, the ability to edit files using installed Microsoft Office programs has been added.</span></p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">To use this feature, select the option&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Edit locally</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;on the file view page in BRIX. The document will be downloaded to your computer and opened in the required program. You can then make changes. During local editing, the file is locked in BRIX, and other users will only be able to view it. Once the edited file is saved, a new version will be added in BRIX.</span></p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">To enable this option, you need to update the app to version 2.1.21 and switch to the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Testing</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;channel.</span></p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Document Registration activity</span></h2>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">1. TEAM-28138 In the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Document Registration</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;activity in the business process designer, a new option&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Forbid to cancel registration</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;has been added. This setting blocks the</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">&nbsp;Cancel registration</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;button in the registration task, forcing the user to complete the registration process by specifying the folder and number.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">2. TEAM-28135 In the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Document Registration</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;activity in the business process designer, the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Cancel</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;button has been renamed to&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Cancel registration</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;for a more accurate reflection of the action during manual document registration.</span></p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Insert Watermark activity</span></h2>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">TEAM-26724 In the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Insert Watermark</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;activity settings in the business process designer, a new&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Error Handling</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;tab has been added. On this tab, you can:</span></p>
<ul style="list-style-type:disc">
<li class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">Specify the process path if an error occurs in the activity;</span></li><li class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">Select users to notify about the error;</span></li><li class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">Create or specify a variable in the process context where the error message will be recorded.</span></li></ul>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Hierarchical folder</span></h2>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">TEAM-28647 The appearance of the hierarchical folder has been updated according to system styles. Now, when selecting a folder in a Document-type app, the selected item is highlighted in a darker blue color, similar to the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">CRM</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;workspace, making the interface more consistent.</span></p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Projects</span></h2>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">1. TEAM-25909 Navigation through project plan elements in the Gantt Chart widget has been improved:</span></p>
<ul style="list-style-type:disc">
<li class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">System administrators can now configure task filters in the Gantt Chart. The fields available in the filter depend on the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Search and sort</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;settings in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Project Plan Element</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;app.</span></li><li class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">Task filtering settings have been changed. Now, when searching in the widget, the entire task hierarchy, including nested tasks, is displayed. Previously, nested and parent tasks were not shown in the results.</span></li></ul>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">2. TEAM-28607 A&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Create Plan</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;button has been added to the Gantt chart view widget. It appears when there is no project plan. By clicking the button, the user creates a draft plan and switches to the Gantt chart editing mode. The button is available to project managers and users with project plan editing rights.</span></p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">This feature is intended for manually creating a plan for project types where a project plan template is not configured, or an error occurred during the plan generation process.</span></p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Activity stream</span></h2>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">TEAM-25910 Now, if a message or file were not sent to a&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Channel</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;or object activity stream due to an error, it is temporarily saved and displayed in the interface, similar to how it works in chats. This allows the user to return to the unsent message even if navigating to other pages without losing the entered data.</span></p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">Temporary storage of unsent messages and files has also been implemented to prevent data loss when switching between pages.</span></p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Calendars</span></h2>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">TEAM-26004 The ability to select a time zone when exporting events from BRIX to Google Calendar and other external calendars has been added. This ensures correct synchronization of start and end times between systems, preventing shifts that previously occurred due to time zone mismatches.</span></p>
<p class="p_Normal">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Bugs fixed</span></h2>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">1. TEAM-10241 Fixed an issue that allowed creating business process activities with the same code in different modules, causing confusion in the attribute display within the activity settings. The system now correctly checks for code uniqueness and displays only the relevant attributes for each activity.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">2. TEAM-26908 Fixed an issue where the timer triggered according to UTC instead of the users specified time zone. Now, timers work correctly based on the time zone set in the company settings.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">3. TEAM-28761 Fixed an issue where a task in a process was assigned a deadline of the current time +1 minute if the date variable was empty and a script was present before the task. Now, tasks without a set deadline are created without a time limit if the date variable is not defined.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">4. TEAM-29225 Fixed an issue in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Notification</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;block of the business process interface where the variable selection buttons were missing in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Message subject</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;and&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Message text&nbsp;</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">fields. The buttons for adding variables now display correctly.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">5. TEAM-30287 Fixed an issue in the process debugging mode where tasks duplicated on the start event, an error occurred in the web part on the subprocess launch step, and the process stopped. The debugging process now works correctly.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">6. TEAM-29342 Fixed an issue where the name of the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Report</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;component did not change in the database after being edited in the settings.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">7. TEAM-30271 Fixed an issue where an action button added to a specific pipeline page in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Deals</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;or&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Leads</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;app was displayed for all pipelines.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">8. TEAM-28205 Fixed an issue where, if only the time was filled in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Date/Time</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;variable on the form for creating an app item and the form was saved, the date automatically set to the current one, even if not specified. Now, if the date is not filled, a validation error will occur, requiring this field to be completed.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">9. TEAM-28910 Fixed an issue where parameters were not passed correctly when calling a method via&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">ExtText</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;in a document template. The request body generated an incorrect data structure instead of the expected parameters. This issue has been resolved.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">10. TEAM-29007 Fixed an issue where business process activities did not return property types when called via scripts. This problem has been fixed.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">11. TEAM-29283 Fixed an issue where access rights export for nested fields worked incorrectly. The export rules included records referring to deleted apps and contextual variables, which should not have been included.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">12. TEAM-29388 Fixed an issue where artifacts and symbols appeared in the response body for an action with a&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Callback</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;type instead of the correct data. Now, data sent in the request to the URL from the action method arguments is returned in the expected format.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">13. TEAM-29408 Fixed a documentation issue in the TS SDK help for the description of one of the&nbsp;</span><code><b>TDatetime</b></code><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;object constructors.</span></p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">The example was fixed:</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample" style="font-style: italic;">//&nbsp;Invalid&nbsp;example:</span><br />
<span class="f_CodeExample" style="font-weight: bold;">const&nbsp;</span><span class="f_CodeExample">myDatetime1&nbsp;=&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">new&nbsp;</span><span class="f_CodeExample">Datetime(Date.UTC(2022,&nbsp;2,&nbsp;24))</span><br />
<span class="f_CodeExample" style="font-style: italic;">//&nbsp;Valid&nbsp;example:</span><br />
<span class="f_CodeExample" style="font-weight: bold;">const&nbsp;</span><span class="f_CodeExample">myDatetime2&nbsp;=&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">new&nbsp;</span><span class="f_CodeExample">Datetime(</span><span class="f_CodeExample" style="font-weight: bold;">new&nbsp;</span><span class="f_CodeExample">Date(Date.UTC(2024,&nbsp;5,&nbsp;27,&nbsp;10,&nbsp;10,&nbsp;45,&nbsp;666)))</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">14. TEAM-29533 Fixed an issue where a business process timer, configured to account for the business calendar, triggered immediately after task completion if it was finished after 6:00 PM, instead of starting on the next day.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">15. TEAM-28001 Fixed an issue where widgets were duplicated on new user pages of the portal created from a template. The option to&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Create from Template</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;has been removed when adding a new page, making new pages appear like existing portal pages by default.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">16. TEAM-29740 In this release, the feature flag&nbsp;</span><code><b>allowAttachExtensionScriptFiles</b></code><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;has been enabled for all BRIX distribution versions. Now, in the custom module on the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">API Methods</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;tab, file uploads with dependencies are available by default.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">17. TEAM-28836 Fixed an issue where exporting a configuration with a large number of widgets could take too long or fail altogether, resulting in a timeout. The export process has now been optimized to handle large amounts of data, preventing such delays and errors.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">18. TEAM-12571 Fixed an issue that allowed creating a contract with an&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">App</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;field without specifying a particular app. Now, such an attempt triggers a warning, and the contract cannot be saved.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">19. TEAM-20495 Fixed an issue where moving filters in the hierarchical folder using drag-and-drop did not change their position. This now works correctly.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">20. TEAM-24340 Fixed an issue where, after importing a workspace, template generation did not work without re-selecting the template. Now, templates function correctly right after import without additional actions.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">21. TEAM-26724 Fixed an issue where the process would stop at the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Insert Watermark</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;activity when transferring files with unsupported extensions. Now, error escalation has been added, including for incorrect file extensions, allowing such situations to be properly handled in business processes.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">22. TEAM-26945 Fixed an issue where slow client-side performance could cause multiple document registrations for a single app item through the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Document Registration</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;widget. Now, after pressing the button, it becomes inactive, preventing duplicate registrations.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">23. TEAM-27081 Fixed an issue where the admin could see all user signatures in their user profile settings under the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Signatures</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;tab, instead of only seeing their own signatures. Now, the admin only sees their own signatures.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">24. TEAM-27361 Fixed an issue where long file names in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Files</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;property on the viewing form were displayed incorrectly, extending beyond the screen. Now, long file names are truncated and decorated with an ellipsis, and the full name is displayed in a tooltip when hovering over the file name.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">25. TEAM-28118 Fixed an issue where the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Delete Version</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;button was not displayed for regular users in the mobile app, even if they had the appropriate permissions to delete file versions.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">26. TEAM-28223 Fixed a warning issue that appeared when attempting to sign a document or file using a simple electronic signature (SES) certificate.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">27. TEAM-28238 Fixed an issue where it was impossible to add a user to the approval sheet more than once if a substitution was created during the approval process. As a result, the process ended with an incorrect&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Denied</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;status, and the user could not participate in the approval again. The issue has been resolved.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">28. TEAM-28309 Fixed an issue where updating a workspace reset folder permissions in the hierarchical folder tree, leaving access only for the system group. Now, existing folder permissions are preserved during updates, and in case of a conflict, a warning window will appear.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">29. TEAM-29199 Fixed an issue where employees with project plan editing rights could not publish changes.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">30. TEAM-29208 Identified an issue in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Projects</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;workspace where a task of the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Process</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;type, added to the project plan, did not automatically start on the start date specified in its form. The task could only be started manually from the project plan. This issue has been fixed.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">31. TEAM-29387 Identified an issue where the start and end dates of tasks specified in the project plan were incorrectly determined in the request for estimated project deadlines. Updated dates set in the task for obtaining forecast deadlines were also incorrectly passed to the project plan. The issue has been fixed.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">32. TEAM-29391 Fixed an issue where uploading a new version of a file that did not support watermarks caused an error, and the preview did not refresh automatically. Now, the preview loads correctly without needing to refresh the page.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">33. TEAM-29513 Identified and fixed an issue in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Document Management</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;workspace where inheritance of access rights from the registration location was not applied to a specific folder.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">34. TEAM-29530 Fixed an issue that allowed users without access to the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Files</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;workspace to navigate there via a direct link. Now, access to the workspace and its contents is strictly limited according to the configured permissions, and users without the necessary rights will be redirected to the main page if they attempt to access it. Widgets displaying files and folders also function according to the set access rights.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">35. TEAM-29540 Identified and fixed an issue that occurred during the comparison of document versions when three or more versions were added.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">36. TEAM-29714 Fixed an issue where a process with parallel signing could freeze when one of the users either rejected or signed the document. Now, the process correctly completes, and comments regarding the signing or rejection are displayed in the object's activity stream.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">37. TEAM-29733 Identified and fixed an issue in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Projects</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;workspace where project participants did not receive system notifications about task deletions or changes to project task deadlines.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">38. TEAM-29786 Fixed an issue where the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Panel with Header</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;widget did not display .</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">jpg</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;files uploaded in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">File Preview</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;widget. Now, files are correctly displayed on the title panel.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">39. TEAM-29804 Changed the display of the project types list in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Projects</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;workspace, so extra folders and filters, such as Project Participant, Project Curator, and Project Manager, are no longer shown in the app.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">40. TEAM-29815 Identified and fixed an issue that occurred when trying to save contract field settings if a property of the App type was added to the list.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">41. TEAM-29913 Identified and fixed an issue that appeared as a warning when assigning a task to review a file.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">42. TEAM-30029 Identified and fixed an issue where action buttons in the document version list only appeared after clicking the upload or print icon. Now, the buttons for deleting a version and applying it as the current one are always visible.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">43. TEAM-30042 Identified and fixed an issue that occurred on the contract page when attempting to configure the table.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">44. TEAM-30054 The button to switch to parameter search did not appear on the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Files</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;workspace page. The issue has been identified and fixed.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">45. TEAM-30080 Identified and fixed an issue in the business process where the substitution ignore option was not applied in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Send Document/App Item</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;activity if this option was enabled in the activity settings.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">46. TEAM-30404 Identified and fixed an issue that occurred during the re-registration of an app item if the previous registration was deleted using the method&nbsp;</span><code><b>deleteRegistration(nomenclatureId)</b></code><span style="font-size: 13px; color: #394149; background-color: #ffffff;">.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">47. TEAM-25575 The user experience in the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Projects</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;workspace has been improved when creating a project plan. Now, changes made in the task table are saved when switching to another cell. Additionally, tasks can now be saved by pressing the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Enter</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;key.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">48. TEAM-26727 Fixed an issue where sessions in messengers were not created when sending messages with attachments totaling more than 3 MB.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">49. TEAM-29527 Identified and fixed an issue where it was impossible to open the page of a user mentioned in an associated activity stream.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">50. TEAM-24954 Identified and fixed an issue where, after a substitution ended, the task to create an app item assigned during a business process was not reassigned to the original assignee.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">51. TEAM-26648 Fixed an issue where the unread message counter in a channel remained active, even if all messages were read. The counter now updates correctly and resets after all messages are viewed.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">52. TEAM-28130 Fixed an issue where users were not receiving notifications about reactions to their personal messages.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">53. TEAM-28365 Fixed an issue in the mobile app where message and comment input fields were displayed incorrectly when entering letter characters.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">54. TEAM-28505 Fixed an issue where users could only see the last three unread comments on a new channel message. Now, all unread comments are displayed.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">55. TEAM-29259 Identified and fixed an issue where calculations based on specified formulas were not performed correctly when adding a table-type field in the interface designer.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">56. TEAM-29296 Identified and fixed an issue where dependencies on various entities like pages, widgets, contracts, and processes linked to different app items were not detected during solution export. Now, the system correctly identifies all dependencies during export, offering to add them, thus preventing potential errors during import and use of the solution.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">57. TEAM-29414 Fixed an issue where messages sent in a personal chat opened in multiple browser tabs did not display.</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">58. TEAM-29146 Improved the display of tiles with the names of system solutions on the&nbsp;</span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">License Management</span><span style="font-size: 13px; color: #394149; background-color: #ffffff;">&nbsp;page.</span></p>
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<p>New releases &gt; BRIX On-Premises / 2024.8</p>
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<p class="p_Normal">Version BRIX On-Premises 2024.8 includes all updates for <a href="2024_8.html" class="topiclink">BRIX SaaS 2024.8</a>, as well as the following improvements:</p>
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<li value="1" class="p_Normal">Added addons for storing DBMS connection credentials:</li></ol>
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<li class="p_Normal"><span style="font-weight: bold; background-color: #ffffff;">External Secrets Operator</span><span style="background-color: #ffffff;">. An operator for Kubernetes that integrates external secrets management systems such as HashiCorp Vault. The operator reads information from external APIs and automatically creates Kubernetes secrets. Read more in the&nbsp;<a href="install-external-secrets-operator.html" class="topiclink">official BRIX Help Center</a>.</span></li><li class="p_Normal"><span style="font-weight: bold; background-color: #ffffff;">HashiCorp Vault</span><span style="background-color: #ffffff;">. An open source tool that provides secure storage and encryption of sensitive data, as well as identity-based access to data through customizable policies. Read more in the&nbsp;<a href="install-vault.html" class="topiclink">official BRIX Help Center</a>.</span></li></ul></li></ul>
<ol style="list-style-type:decimal">
<li value="2" class="p_Normal">Updated location of BRIX distributions. Now all editions are in one directory for a specific version: <code><b>onPremise/YYYY/MM/xx/elma365-<installation>-<version></b></code>. More details in the <a href="links-for-install-elma365.html" class="topiclink">official BRIX Help Center</a>.</li></ol>
<p class="p_Normal">The distributions are also available with the old links until 12/31/2024 so that there is an opportunity to smoothly re-engineer your app delivery processes for the new system.</p>
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<p class="p_Normal">Version BRIX On-Premises 2024.8 includes all updates for <a href="2024_9.html" class="topiclink">BRIX SaaS 2024.9</a>, as well as the following improvements:</p>
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<li value="1" class="p_Normal"><span style="font-weight: bold;">New addons:</span></li></ol>
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<li class="p_Normal" style="margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">hostpath-provisioner</span>: added to create Persistent Volume connecting disks in a Kubernetes cluster.</li><li class="p_Normal" style="margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">ingress-nginx controller</span>: added to handle incoming connections in a Kubernetes cluster.</li></ul>
<ol style="list-style-type:decimal" start="2">
<li value="2" class="p_Normal"><span style="font-weight: bold;">New BRIX-overview dashboard for Grafana</span></li></ol>
<p class="p_Normal">BRIX-overview dashboard for Grafana has been added to BRIX Enterprise, providing an overview of the system. Details are available in the Help center in the <a href="install-monitoring-tools.html" class="topiclink">Install monitoring tools</a> section.</p>
<ol style="list-style-type:decimal" start="3">
<li value="3" class="p_Normal"><span style="font-weight: bold;">Updates and compatibility</span></li></ol>
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<li class="p_Normal"><span style="font-weight: bold;">Updated all addons</span> to the latest versions to improve compatibility with current versions of the infrastructure and optimize their performance.</li><li class="p_Normal"><span style="font-weight: bold;">Checked compatibility with Kubernetes 1.30</span> to ensure the security and stability of the BRIX app.</li></ul>
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<li class="p_Normal">The installation dialog script has been created to install BRIX Enterprise in offline mode. For more information, refer to the <a href="elma365-enterprise.html" class="topiclink">Install BRIX Enterprise offline</a> Help section.</li></ul>
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<p class="p_Normal">Version BRIX On-Premises 2025.1 includes all updates for <a href="2025_1.html" class="topiclink">BRIX SaaS 2025.1</a>, as well as the following improvements:</p>
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<li value="1" class="p_Normal">Added calculation of the <code><b>GOMAXPROCS</b></code> parameter for each container to improve the BRIX application efficiency.</li><li value="2" class="p_Normal">Added a HAProxy add-on, which is the DB Gateway tool. It is designed to proxy queries to Redis, RabbitMQ, PostgreSQL and MinIO databases. Access is provided through an entry point in a Kubernetes cluster. This simplifies the process of connecting to and working with databases, and optimizes the number of infrastructure components required to configure proxying.</li></ol>
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<li value="1" class="p_Normal">Added features to improve the security and fault tolerance of your deployment by configuring advanced parameters in BRIX Enterprise: <code><b>SecurityContext</b></code>, <code><b>Taints</b></code> and <code><b>Tolerations</b></code>, <code><b>Affinity</b></code> and <code><b>AntiAffinity</b></code>. Now, you can control where and how pods will run, as well as customize their interaction with nodes and other pods.</li><li value="2" class="p_Normal">A new Long Term Support release of BRIX 2024.10 LTS has been committed. This version will be supported for a long time. You can upgrade to this version directly from the previous release, 2024.4 LTS.</li><li value="3" class="p_Normal">Added a feature to configure some parameters of portable services in Kubernetes infrastructure. This will ensure that the service will meet corporate requirements and also improve scalability during operation.</li></ol>
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<p>System settings / Organizational chart</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Organizational chart</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">An <span style="font-weight: bold;">Organizational Chart</span> defines the hierarchy of divisions and jobs in the organization.It describes how the roles, authority, and responsibilities of a companys employees are assigned.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Modeling an org сhart is one of the first steps in setting up BRIX.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="OC1" width="1305" height="625" style="margin:0;width:1305px;height:625px;border:none" src="oc1.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Purpose of the org chart</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">In BRIX, the org chart reflects the real structure of your company. According to the org chart, roles are assigned to participants of the business processes. It is also used to assign access permissions to various workspaces of the system.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="org_chart_process_01" width="669" height="371" style="margin:0;width:669px;height:371px;border:none" src="org_chart_process_01.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Start modeling</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To start modeling, go to <span style="font-weight: bold;">Administration </span>&gt; <span style="font-weight: bold;">Org Chart</span>.<span style="font-weight: bold;"> </span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;">Only users included in the <a href="360006871932.html#administrators" class="topiclink">Administrators</a><span style="font-weight: bold;"> </span>group can create or edit the org chart.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">By default, the head element is already added to the org chart page.<a id="head_element" class="hmanchor"></a><span class="f_ImageCaption"> <img alt="OC3" width="1307" height="629" style="margin:0;width:1307px;height:629px;border:none" src="oc3.png"/></span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To add a new item, hover the mouse over an existing item and click on one of the icons that appear.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="OC4" width="292" height="107" style="margin:0;width:292px;height:107px;border:none" src="oc4.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="org_chart_item" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Org chart items</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-weight: bold;">Organizational chart items</span> are used to describe the hierarchy in the company. In BRIX there are three types of items: <span style="font-weight: bold;">job position</span>, <span style="font-weight: bold;">group, </span>and <span style="font-weight: bold;">department</span>.</p>
<div style="text-align: left; text-indent: 0; padding: 0 0 0 0; margin: 14px 0 0 0;"><table style="width:100%; border:none; border-spacing:2px;">
<tr>
<td style="vertical-align:middle; width:549px; padding:1px; border:none"><p class="p_Normal" style="line-height: 1.20;"><img alt="OC5" width="233" height="81" style="margin:0;width:233px;height:81px;border:none" src="oc5.png"/></p>
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<td style="vertical-align:middle; width:470px; padding:1px; border:none"><p class="p_Normal" style="line-height: 1.20;"><span style="font-weight: bold;">Job position</span>. You can select only one employee for a job position. For example, CEO, chief accountant, secretary, etc.;</p>
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<tr>
<td style="vertical-align:middle; width:549px; padding:1px; border:none"><p class="p_Normal" style="line-height: 1.20;"><img alt="OC6" width="233" height="81" style="margin:0;width:233px;height:81px;border:none" src="oc6.png"/></p>
</td>
<td style="vertical-align:middle; width:470px; padding:1px; border:none"><p style="line-height: 1.20;"><span style="font-weight: bold;">Group</span>. Defines a group of users with common job responsibilities.</p>
</td>
</tr>
<tr>
<td style="vertical-align:middle; width:549px; padding:1px; border:none"><p class="p_Normal" style="line-height: 1.20;"><img alt="OC7" width="233" height="81" style="margin:0;width:233px;height:81px;border:none" src="oc7.png"/></p>
</td>
<td style="vertical-align:middle; width:470px; padding:1px; border:none"><p class="p_Normal" style="line-height: 1.20;"><span style="font-weight: bold;">Department</span>. Consists of an unlimited number of employees and one department head. Inside the department, you can create groups of employees and individual job positions.</p>
</td>
</tr>
</table>
</div>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To configure the department structure, click on its name or on the <span style="font-weight: bold;">Expand</span> button.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span class="f_ImageCaption"> <img alt="OC8" width="252" height="96" style="margin:0;width:252px;height:96px;border:none" src="oc8.png"/></span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you want to rename, move, or delete an item of the org chart, hover the mouse over the item and select the action you want to perform.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="OC9" width="252" height="96" style="margin:0;width:252px;height:96px;border:none" src="oc9.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To move an item, select the job position that stands higher in the organizational hierarchy. <span class="f_ImageCaption"> <img alt="OC10" width="1306" height="630" style="margin:0;width:1306px;height:630px;border:none" src="oc10.png"/></span></p>
<p class="p_Normal"><span style="font-size: 15px; color: #394149;">You can also reorder the items belonging to one level of hierarchy by clicking </span><img alt="up" title="up" width="20" height="21" style="margin:0;width:20px;height:21px;border:none" src="up.png"/><span style="font-size: 15px; color: #394149;"> or </span><img alt="down" title="down" width="20" height="21" style="margin:0;width:20px;height:21px;border:none" src="down.png"/><span style="font-size: 15px; color: #394149;">. This will not change the hierarchy but the order in which the items are displayed in the org chart.</span></p>
<p class="p_Normal"><img alt="org_chart_sort" width="545" height="267" style="margin:0;width:545px;height:267px;border:none" src="org_chart_sort.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Save the org chart</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To apply changes and make the org chart available, you need to save it. To do this, click the <span style="font-weight: bold;">Save</span> button on the top panel of the page. After that users will be able to view it in <span style="font-weight: bold;">Company &gt; Company Structure</span>.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Assign users to job positions </span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">After having created and saved the org chart, you can assign users to job positions. To do this, go to <span style="font-weight: bold;">Administration </span>&gt; <span style="font-weight: bold;">Users</span>. Select a user and click on the <span style="font-weight: bold;">Edit</span> button. In the <span style="font-weight: bold;">Position</span> field, start typing the job title or click the magnifying glass icon to view the company structure and select the desired item.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="brix-orgchart-01" width="757" height="494" style="margin:0;width:757px;height:494px;border:none" src="brix-orgchart-01.png"/><br />
<span class="f_ImageCaption">&nbsp;</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">If you select a position that is already occupied by another employee, you will see a warning showing the user assigned to this position. You can remove the user from the position or assign them to another position by <a href="360004833572.html#edit" class="topiclink">editing their profile</a>. After saving these changes you will be able to assign the new user to the desired position.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="brix-orgchart-02" width="666" height="332" style="margin:0;width:666px;height:332px;border:none" src="brix-orgchart-02.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Edit the org chart</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">If you want to edit the organizational chart, go to the <span style="font-weight: bold;">Org Chart</span> page, make the changes and click the <span style="font-weight: bold;">Save</span> button. The changes will be immediately applied.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Export the org chart</span></h2>
<p style="line-height: 1.20; margin: 0 0 16px 0;"><span style="font-size: 15px; color: #394149;">You can download the org chart as a</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-weight: bold; color: #394149;">.png</span><span style="font-size: 15px; color: #394149;"> o</span><span style="font-size: 15px; color: #394149;">r </span><span style="font-weight: bold; color: #394149;">.pdf </span><span style="font-size: 15px; color: #394149;">file. To do that, click</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-weight: bold; color: #394149;">Export to PNG</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;">or</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-weight: bold; color: #394149;">Export to PDF</span><span style="font-size: 15px; color: #394149;"> in the toolbar. The org chart is also downloaded during the</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;"><a href="configuration.html" class="topiclink">export of the system configuration</a></span><span style="font-size: 15px; color: #394149;">.</span></p>
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<p>System settings / Users&nbsp;</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Users</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can manage users in <span style="font-weight: bold;">Administration &gt; Users</span>. Here you can:</p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.0; white-space: nowrap; page-break-inside: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a href="360004833572.html#invite" class="topiclink">Invite</a>&nbsp;users&nbsp;to&nbsp;your&nbsp;company:<ul style="list-style-type:circle">
<li class="p_Normal" style="line-height: 1.0; white-space: nowrap; page-break-inside: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a href="360004833572.html#invite" class="topiclink">Manually</a>&nbsp;by&nbsp;sending&nbsp;them&nbsp;an&nbsp;invitation&nbsp;to&nbsp;their&nbsp;email&nbsp;or&nbsp;phone&nbsp;number.</li><li class="p_Normal" style="line-height: 1.0; white-space: nowrap; page-break-inside: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Import&nbsp;them&nbsp;from&nbsp;another&nbsp;corporate&nbsp;system,&nbsp;such&nbsp;as&nbsp;<a href="import_ad_ldap.html" class="topiclink">Active&nbsp;Directory/LDAP</a>.</li></ul>
<li class="p_Normal" style="line-height: 1.0; white-space: nowrap; page-break-inside: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="background-color: #ffffff;"><a href="360004833572.html#lock" class="topiclink">Lock</a>&nbsp;and&nbsp;<a href="360004833572.html#reset" class="topiclink">unlock</a>&nbsp;user&nbsp;access&nbsp;to&nbsp;the&nbsp;system.</span></li><li class="p_Normal" style="line-height: 1.0; white-space: nowrap; page-break-inside: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="background-color: #ffffff;">Assign&nbsp;job&nbsp;positions.</span></li><li class="p_Normal" style="line-height: 1.0; white-space: nowrap; page-break-inside: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="background-color: #ffffff;">Add&nbsp;groups.</span></li><li class="p_Normal" style="line-height: 1.0; white-space: nowrap; page-break-inside: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="color: #0000ff; background-color: #ffffff;"><a href="360004833572.html#reset" class="topiclink">Restore&nbsp;passwords</a></span><span style="background-color: #ffffff;">.</span></li><li class="p_Normal" style="line-height: 1.0; white-space: nowrap; page-break-inside: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="color: #0000ff; background-color: #ffffff;"><a href="360004833572.html#delete-and-restore-users" class="topiclink">Delete&nbsp;the&nbsp;user&nbsp;account</a></span><span style="background-color: #ffffff;">.</span></li></ul>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">All the listed actions are applied to internal users and are available to <a href="360006871932.html#administrators" class="topiclink">Administrators</a> only. <a href="external-users.html" class="topiclink">External users</a> of the portal are added and managed in <a href="system_objects.html" class="topiclink">System apps</a>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="add" class="hmanchor"></a>The list the <span style="font-weight: bold;">Users</span> page shows employees with the <span style="font-weight: bold;">Active</span>, <span style="font-weight: bold;">Invited</span>, <span style="font-weight: bold;">Account is locked</span>, and <span style="font-weight: bold;">Invitation canceled</span> statuses. <span style="background-color: #ffffff;">To view the users that are&nbsp;</span><span style="color: #0000ff; background-color: #ffffff;"><a href="360004833572.html#lock" class="topiclink">locked manually</a></span><span style="background-color: #ffffff;">&nbsp;and users with&nbsp;</span><span style="color: #0000ff; background-color: #ffffff;"><a href="360004833572.html#cancel-inviting" class="topiclink">canceled</a></span><span style="background-color: #ffffff;">&nbsp;invites, please use <a href="360004833572.html#search-users" class="topiclink">search by parameters</a>.</span></p>
<p style="text-align: justify; line-height: 1.20; margin: 16px 0 16px 0;"><span style="background-color: #ffffff;">Also, you can see who is interacting with BRIX at the given moment. To do that, go to </span><span style="font-weight: bold; background-color: #ffffff;">Administration &gt;&nbsp;</span><span style="color: #0000ff; background-color: #ffffff;"><a href="active-users.html" class="topiclink">Active Users</a></span><span style="color: #394149; background-color: #ffffff;">.</span></p>
<h2 class="p_Heading2"><a id="invite" class="hmanchor"></a><span class="f_Heading2">Invite a new user</span></h2>
<p class="p_Normal">To add a new user to your company, send them an invite via email or phone number. </p>
<p class="p_Normal">You need to enable <a href="security_settings.html" class="topiclink">advanced authentication options</a> to send invites to phone numbers. </p>
<p class="p_Normal">Sending invitations to new users and <a href="360004833572.html#reset" class="topiclink">password recovery emails</a> is set by default in the SaaS edition, and is configured separately in the On-Premises edition.</p>
<p class="p_Normal"><a class="dropdown-toggle" style="font-style: normal; font-weight: normal; color: #000000; background-color: transparent; text-decoration: none;" href="javascript:HMToggle('toggle','TOGGLE0186A1')">Configure sending email invitations for BRIX On-Premises</a></p>
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<tr>
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal" style="page-break-after: avoid;">&nbsp;<br />
Follow the steps below to configure it:</p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="margin-top: 0; margin-right: 0; margin-bottom: 0;">For On-Premises Standard: set the connection parameters to the SMTP server in the <code><b>config-elma365.txt</b></code> file, and then update the system. For more details, see the <a href="change-elma365standard-parameters.html" class="topiclink">Modify BRIX Standard parameters</a> article.</li><li class="p_Normal" style="margin-top: 0; margin-right: 0; margin-bottom: 0;">For On-Premises Enterprise: set the parameters of connection with the SMTP server in the <code><b>values-elma365.yaml</b></code> file, and then update the system. For more details, see the <a href="change-elma365standard-parameters.html" class="topiclink">Modify BRIX Standard parameters</a> article.</li></ul>
</td>
</tr>
</table>
</div>
<p style="line-height: 1.20; margin: 19px 0 0 0;">To do this, go to <span style="font-weight: bold;">Administration</span> <span style="font-weight: bold;">&gt;</span> <span style="font-weight: bold;">Users</span>, and in the upper right corner click on the <span style="font-weight: bold;">+User</span> button.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="manage_users_01" width="983" height="314" style="margin:0;width:983px;height:314px;border:none" src="manage_users_01.png"/></p>
<p style="text-align: justify; line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Invite User</span> form opens.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="manage_users_02" width="425" height="524" style="margin:0;width:425px;height:524px;border:none" src="manage_users_02.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Fill out the fields:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Email address</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Specify the email address to which the invitation should be sent. It is unique for each user. If there is already a user with the specified address in the system, you cannot send an invitation. If you have enabled authentication by phone number, it is not necessary to fill in this field.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Full name</span>.<span style="font-weight: bold;"> </span>Specify the full name of the person.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Mobile</span>. Specify the employee<span style="color: #202122; background-color: #ffffff;"></span>s mobile phone number. If you have authentication by phone number enabled, the invitation to the company will be sent to the specified number. Please note that if you fill in the <span style="font-weight: bold;">Email</span> field, the invitation will be sent to the user<span style="color: #202122; background-color: #ffffff;"></span>s email address instead of the phone.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Work phone</span>.<span style="font-weight: bold;"> </span>Enter the employee<span style="color: #202122; background-color: #ffffff;"></span>s work phone number. The additional number is indicated with a <a href="360009707032.html#phone-number" class="topiclink">separator</a>.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Date of birth</span>.<span style="font-weight: bold;"> </span>Enter the date of birth of the employee.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Hire date</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>The current date is displayed by default.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Time zone</span>.<span style="font-weight: bold;"> </span>The user<span style="color: #202122; background-color: #ffffff;"></span>s time zone. The default value is the company<span style="color: #202122; background-color: #ffffff;"></span>s time zone.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Displayed position</span>. If a user has several positions, specify which one will be shown in their profile and users lists in the<span style="color: #394149;"> </span><span style="color: #394149;"><a href="360011604960.html" class="topiclink">Company</a> workspace.</span></li><li style="line-height: 1.20;"><span style="font-weight: bold;">Position</span>.<span style="font-weight: bold;"> </span>Select one or more positions from <a href="360003861992.html" class="topiclink">the organizational chart</a> of the company.</li></ul>
<p style="line-height: 1.20; margin: 0 0 0 34px;">If you have selected a position that is already occupied, a warning window will open with the employee in that position. You can remove the employee from the position or select another one by <a href="360004833572.html#edit" class="topiclink">editing the profile</a>. After saving the changes, assign a new user to the vacated position.<a id="business-calendar" class="hmanchor"></a></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Business calendar</span>. Select <a href="360004890291.html" class="topiclink">business calendar</a> from the drop-down list. The work schedule configured in the calendar will be used to <a href="360012495611.html#deadline" class="topiclink">calculate the due date</a> for tasks assigned to the user.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Groups</span>.<span style="font-weight: bold;"> </span>Add the employee to user groups.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Photo</span>.<span style="font-weight: bold;"> </span>Upload the employee<span style="color: #202122; background-color: #ffffff;"></span>s photo.</li><li style="line-height: 1.20;"><a id="accounts" class="hmanchor"></a><span style="font-weight: bold;">Accounts</span>. Select a messenger or social network from the list and enter employee credentials. You can add multiple accounts.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Additional data</span>. You can fill this field manually, by script, or via <a href="ad_ldap.html" class="topiclink">import from AD/LDAP</a>.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After all the data is entered, click on the <span style="font-weight: bold;">Send Invite</span> button. A message will be sent to the specified email or phone number. It will be valid for three days. The name of the employee will appear in the <span style="font-weight: bold;">Users</span> list with the <span style="font-weight: bold;">Invited </span>status.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">The user should follow the invitation link and fill in the form with personal data: password, full name, and phone number. This way they will be authorized in BRIX and will be able to start working in the system, and their status will change to <span style="font-weight: bold;">Active</span>.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">If the user was <a href="import_ad_ldap.html" class="topiclink">imported from AD/LDAP</a>, they are automatically assigned the <span style="font-weight: bold;">Active</span> status. They can log in using their login and password from AD/LDAP.</p>
<h3 class="p_Heading3"><span class="f_Heading3">Resend invitation</span></h3>
<p>If necessary, you can resend the invitation. To do this, open the user profile and click the <span style="font-weight: bold;">Resend Invitation</span> button.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="users_new_01" width="710" height="543" style="margin:0;width:710px;height:543px;border:none" src="users_new_01.png"/></p>
<h3 class="p_Heading3"><a id="cancel-inviting" class="hmanchor"></a><span class="f_Heading3">Cancel invitation</span></h3>
<p>If necessary, you can cancel the invitation. To do this, open the user profile and click on the <span style="font-weight: bold;">Cancel Invitation</span> button.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="users_new_02" width="674" height="515" style="margin:0;width:674px;height:515px;border:none" src="users_new_02.png"/></p>
<h2 class="p_Heading2"><a id="edit" class="hmanchor"></a><span class="f_Heading2">Edit user profile</span></h2>
<p class="p_Normal">If you need to add or edit the employee<span style="color: #202122; background-color: #ffffff;"></span>s information, for example, change the job position, go to their profile and click <span style="font-weight: bold;">Edit</span>.</p>
<h2 class="p_Heading2"><img alt="manage_users_11" width="689" height="562" style="margin:0;width:689px;height:562px;border:none" src="manage_users_11.png"/></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Make all the necessary changes and then click <span style="font-weight: bold;">Save</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Please note that the <span style="font-weight: bold;">Email address</span> field is editable only in <a href="elma365-on-premises.html" class="topiclink">BRIX On-Premises</a>.</p>
<h2 class="p_Heading2"><a id="reset" class="hmanchor"></a><span class="f_Heading2">Restore password</span></h2>
<p>If the user has forgotten the password or cannot log in to the system, they can use password recovery.</p>
<p>Open the users profile and click <span style="font-weight: bold;">Restore Password</span>. A password recovery link will be sent to the specified email address.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="manage_users_10" width="744" height="609" style="margin:0;width:744px;height:609px;border:none" src="manage_users_10.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">By clicking on the link, the user will be able to enter a new password and save it.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Restrict user access to the system</span></h2>
<p><a id="lock" class="hmanchor"></a>You can manually forbid a user to access the system by blocking their account, for example, when their employment contract is over. Also, access can be restricted automatically if the user has entered an invalid password several times in a row. This option is enabled on the <a href="security_settings.html" class="topiclink">Security Settings</a> page.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To limit access to corporate information, block their account. You can do this in one of the following ways:</p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Check one or several employees in the list, click <span style="font-weight: bold;">Selected Items</span> and select <span style="font-weight: bold;">Lock</span>.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Go to the employees profile and click <span style="font-weight: bold;">Lock</span>.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="manage_users_06" width="681" height="557" style="margin:0;width:681px;height:557px;border:none" src="manage_users_06.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If a user has unfinished tasks, you will see a list of these tasks when the account is locked. It is recommended to reassign or complete active tasks before proceeding. Click on a task name to navigate to it and perform the necessary actions.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="manage_users_07" width="681" height="405" style="margin:0;width:681px;height:405px;border:none" src="manage_users_07.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To lock the user without closing tasks, click <span style="font-weight: bold;">Continue anyway</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The users status will change to <span style="font-weight: bold;">Locked</span>. They will not be able to log in to the system.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Please note that only active users can be locked. The locked user will no longer be displayed in the general list of users. Their <a href="licences.html#namedlicense" class="topiclink">named license</a> is vacated.</p>
<h3 class="p_Heading3"><span class="f_Heading3">Unlock a user</span></h3>
<p>To restore the user's access to the system, find the user <a href="360009669952.html#by-parameters" class="topiclink">searching by parameters</a> — set <span style="font-weight: bold;">Locked</span> in the <span style="font-weight: bold;">Status</span> fields. Then restore access in one of the following ways:</p>
<ul style="list-style-type:disc">
<li>Check one or several employees in the list, click <span style="font-weight: bold;">Selected Items</span> and select <span style="font-weight: bold;">Unlock</span>.</li><li>Go to the employees profile and click <span style="font-weight: bold;">Unlock</span>.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="users_new_04" width="711" height="581" style="margin:0;width:711px;height:581px;border:none" src="users_new_04.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">After that, the employee will be displayed in the general list of active users and will be able to log in to the system.</p>
<h3 class="p_Heading3"><a id="automatic-lock" class="hmanchor"></a><span class="f_Heading3">Automatic lockout</span></h3>
<p style="line-height: 1.20; margin: 14px 0 0 0;">If you have set up login requirements on the<span style="color: #394149;"> <a href="security_settings.html" class="topiclink">Security Settings</a></span><span style="font-size: 15px; color: #394149;"> </span>page, a user may get locked out automatically after entering an invalid password several times in a row. In this case, their status will remain <span style="font-weight: bold;">Active</span>, however, the <span style="font-weight: bold;">Account is locked</span> label will appear on the right panel of the user's page, in the <span style="font-weight: bold;">Password Policy</span> section.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">To restore access, go to the employee<span style="color: #202122; background-color: #ffffff;"></span>s profile and click on the <span style="font-weight: bold;">Account is locked</span> label.</p>
<p style="line-height: 1.20; margin: 16px 0 16px 0;"><img alt="users_new_05" width="765" height="452" style="margin:0;width:765px;height:452px;border:none" src="users_new_05.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After you confirm the action, the user will be able to log in again<span style="font-size: 15px; color: #394149;">.</span></p>
<h2 class="p_Heading2"><a id="delete-and-restore-users" class="hmanchor"></a><span class="f_Heading2">Delete a user</span></h2>
<p>You can delete a users account, for example, when terminating an employment relationship. The user will not be able to log in and their data will be deleted from the system.</p>
<p>You can delete a user in any status: active, invited, or locked. The status does not change during deletion.</p>
<p>You can delete a user in one of the following ways:</p>
<ul style="list-style-type:disc">
<li>Check one or several employees in the list, click <span style="font-weight: bold;">Selected Items</span> and select <span style="font-weight: bold;">Delete</span>.</li><li>Go to the employees profile and click <span style="font-weight: bold;">Delete</span>.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="users_new_06" width="882" height="866" style="margin:0;width:882px;height:866px;border:none" src="users_new_06.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If a user has unfinished tasks, you will see them listed. It is recommended to reassign or complete active tasks before continuing. To do this, click on the task name and perform the necessary actions on its page.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To delete a user without closing tasks, click <span style="font-weight: bold;">Continue anyway</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="users_new_07" width="664" height="473" style="margin:0;width:664px;height:473px;border:none" src="users_new_07.png"/></p>
<p style="text-align: justify; line-height: 1.20; margin: 14px 0 0 0;">When a user is deleted from the system, the following is performed:</p>
<ul style="">
<li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">The users data is deleted and the user will not be able to authorize in the system.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;">The positions occupied by the user in the organizational structure are cleared.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;">The user is deleted from the list of executors in the tasks assigned to them.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;">The user-created items, files, sent messages are displayed without the author's indication.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;">Employees lose access to correspondence with the deleted user in the <span style="font-weight: bold;">Messages</span> workspace.</li></ul>
<h3 class="p_Heading3"><a id="restore_user" class="hmanchor"></a><span class="f_Heading3">Restore a user</span></h3>
<p>A deleted user can be recovered. All their data in the system will also be restored.</p>
<p>The user will be restored with the same status they had before deletion. They will also be listed again as an executor in the tasks assigned to them, signed as the author of items, files, activity stream messages, etc. Previous correspondence with them will become available to other employees in the <span style="font-weight: bold;">Messages</span> workspace.</p>
<p>When a user is deleted, their position in the organizational structure is vacated. When restoring, <a href="360004833572.html#edit" class="topiclink">edit the employees profile</a> and specify their position.</p>
<p>To restore a deleted user, find them using the <a href="360009669952.html#removed" class="topiclink">Deleted</a> filter.</p>
<p class="p_Normal">Then restore them in one of the following ways:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">Check one or several employees in the list, click <span style="font-weight: bold;">Selected Items</span> and select <span style="font-weight: bold;">Restore</span>.</li><li class="p_Normal">Go to the employees profile and click <span style="font-weight: bold;">Restore</span>.</li></ul>
<p class="p_Normal"><img alt="users_new_09" width="683" height="559" style="margin:0;width:683px;height:559px;border:none" src="users_new_09.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Please note that if you have imported another user with the same login, you cannot restore the deleted account.</p>
<h2 class="p_Heading2"><a id="search-users" class="hmanchor"></a><span class="f_Heading2">Find a user</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;">You can search for a user by full name, email address, or login. To do this, start typing a word in the search bar and press <span style="font-weight: bold;">Enter</span>.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">To use other search options, click on the filter icon. For example, you can search for a user by their position in the <a href="360003861992.html" class="topiclink">organizational chart</a> or the <a href="360007146071.html" class="topiclink">group</a> they are a member of. </p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">To search for locked users or those whose invitations have been canceled, specify the appropriate value in the <span style="font-weight: bold;">Status</span> field. You can find deleted users using the <a href="360009669952.html#removed" class="topiclink">Deleted filter</a>.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Customize the display of users</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">User profiles are presented on the page as a table. For other employees, this table is also displayed when searching in the <a href="360009707032.html#users" class="topiclink">Users</a> type field.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can customize the appearance of the table:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Add or remove columns with data.</li><li style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Move columns.</li><li style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Set sorting of entries by a certain parameter.</li></ul>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal">Table customization is available after enabling the <code><b>enableCustomUsersApplicationSettings</b></code> feature flag. Please contact BRIX tech support for this purpose.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal">To <a href="360009923311.html#table-settings" class="topiclink">configure the table</a>, click the gear icon in the upper right corner of the page.</p>
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<p>System settings / Business Calendar</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Business Calendar</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Business Calendar</span> is used to specify working and non-working days, and establish the working hours. This information is used in business processes when calculating <a href="360012495611.html#deadline" class="topiclink">task deadlines</a> or <a href="360012496011.html#schedule" class="topiclink">running a process on schedule</a>. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For example, the payroll process should start on the 10th and 20th days of the month. If these dates fall on a non-working day, then the process start will be moved to the previous working day. To do that, you can enable business calendar tracking in the settings of the start event. </p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Начало&nbsp;внимание</span></p>
<p class="p_Normal">Only the <a href="360006871932.html#administrators" class="topiclink">system administrator</a> can configure the business calendar.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Конец&nbsp;внимание</span></p>
<p class="p_Normal">Go to <span style="font-weight: bold;">Administration &gt; Business Calendar</span>. The page displays the company<span style="color: #202122; background-color: #ffffff;"></span>s default work schedule, which applies to all employees. It also includes public holidays and shortened workdays from the work calendar.</p>
<p class="p_Normal"><img alt="business-calendar-01" width="1053" height="540" style="margin:0;width:1053px;height:540px;border:none" src="business-calendar-01.png"/> </p>
<p class="p_Normal">Starting from version 2024.11 in BRIX, you can:</p>
<ul style="list-style-type:disc">
<li class="p_Normal"><a href="360004890291.html#edit-business-calendar" class="topiclink">Modify the default business calendar</a> while continuing to use it for all users.</li><li class="p_Normal"><a href="360004890291.html#create-business-calendar" class="topiclink">Create a business calendar from scratch</a> or configure multiple calendars with individual schedules and <a href="360004890291.html#personal-business-calendar" class="topiclink">assign them to different employees</a>.</li><li class="p_Normal"><a href="360004890291.html#holidays" class="topiclink">Create a work calendar</a> with holidays and shortened workdays specific to your company and link it to one or all work calendars.</li><li class="p_Normal"><a href="360004890291.html#import-business-calendar" class="topiclink">Import business and work calendars</a> configured in another program.</li></ul>
<p class="p_Normal"><a class="dropdown-toggle" style="font-style: normal; font-weight: normal; color: #000000; background-color: transparent; text-decoration: none;" href="javascript:HMToggle('toggle','TOGGLE0186A1')">Settings of the business calendar in versions previous to 2024.11</a></p>
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<td style="vertical-align:top; padding:0; border:none"><ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">To set up your business calendar, go to <span style="font-weight: bold;">Administration &gt;</span> <span style="font-weight: bold;">Business Calendar</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="business-calendar-2" width="971" height="579" style="margin:0;width:971px;height:579px;border:none" src="business-calendar-2.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The business calendar allows you to configure work schedules, non-working days, holidays, and short day.</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal">Configure the following:</li></ol>
<ul style="list-style-type:disc">
<li class="p_Normal">Work schedule: Specify the start and end times of the workday, as well as lunch break hours.</li><li class="p_Normal">Weekly non-working days: Define the number of days off per week by selecting the corresponding checkboxes. </li></ul>
<ol style="list-style-type:upper-roman">
<li value="2" class="p_Normal">Add shortened and holiday dates as follows. Click the <span style="font-weight: bold;">+Exception</span> button, enter the date and choose an option:</li></ol>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">For a holiday, enable the <span style="font-weight: bold;">Non-working day</span> option.</li><li style="line-height: 1.20;">For a shortened workday, specify the working hours.</li></ul>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20; margin: 0 0 0 13px;"><img alt="business-calendar-5" width="797" height="186" style="margin:0;width:797px;height:186px;border:none" src="business-calendar-5.png"/></p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">Please note that you cannot specify a past calendar date as a short or holiday day. You can delete a set day by clicking the recycle bin icon.</p>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" class="p_Normal">Load the information about holidays and short days over the past years.</li></ol>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">You can view and add short days and holidays for the previous period using the <span style="font-weight: bold;">Load current year</span> button. The data can be displayed sequentially for each year from the current year till 1970. The name of the button changes as the data is loaded.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">Consider the example below, where 2025 is the current year:</p>
<ol style="list-style-type:decimal">
<li value="1" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">The user has already clicked <span style="font-weight: bold;">Load current year</span>. Therefore, we see the data for the year 2025. At the same time, the name of the button has changed to <span style="font-weight: bold;">Load year 2024</span>.</li><li value="2" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">By clicking this button again, the user will add short days and holidays for 2024 to the list. And the name of the button will change to <span style="font-weight: bold;">Load year 2023</span>. In this way, it is possible to load data for several previous years sequentially.</li></ol>
<p style="text-align: justify; text-indent: -24px; line-height: 1.28; margin: 0 0 11px 48px;"><img alt="business_calendar01" width="973" height="359" style="margin:0;width:973px;height:359px;border:none" src="business_calendar01.png"/></p>
<ol style="list-style-type:upper-roman" start="5">
<li value="5" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">When you have completed the settings, click <span style="font-weight: bold;">Save changes</span> at the bottom of the page. The calendar will now be available in the system. You can use it to define time in business processes.</li></ol>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">If you change the settings of the business calendar, you should republish the processes that have time limits set based on the business calendar. Then the new work schedule will be applied to the settings configured.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
</td>
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<h2 class="p_Heading2"><a id="create-business-calendar" class="hmanchor"></a><span class="f_Heading2">Create a business calendar</span></h2>
<p class="p_Normal">Starting with version 2024.11, you can configure business calendars for your company from scratch or create multiple calendars in <span style="font-weight: bold;">Administration &gt; Business Calendar</span>. Here<span style="color: #202122; background-color: #ffffff;"></span>s how:</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal">In the top-right corner of the page, click <span style="font-weight: bold;">New Calendar</span>.</li><li value="2" class="p_Normal">Fill in the fields in the pop-up window:</li></ol>
<ul style="list-style-type:disc">
<li class="p_Normal"><span style="font-weight: bold;">Name</span><span style="color: #ff0000;">*</span>. Enter a name for the calendar.</li><li class="p_Normal"><span style="font-weight: bold;">Schedule type</span>. Choose between scheduling by work weeks or work shifts. Select the appropriate type from the drop-down.</li></ul>
<p class="p_Normal"><img alt="business-calendar-03" width="596" height="516" style="margin:0;width:596px;height:516px;border:none" src="business-calendar-03.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="3" class="p_Normal"><a id="weekend" class="hmanchor"></a>For week-based calendars, check the boxes for working days and leave weekends unchecked.</li></ol>
<p class="p_Normal" style="margin: 0 0 0 36px;">For shift-based calendars, specify the number of working and off days in a shift. For instance, for 2/2 shifts, add four days and mark two as working days.</p>
<ol style="list-style-type:upper-roman">
<li value="4" class="p_Normal"><a id="operating_mode" class="hmanchor"></a>Configure the work schedule: Specify the working and break hours for the selected days.</li></ol>
<p class="p_Normal" style="text-indent: -1px; margin: 0 0 0 36px;">To set different hours for each day, switch to <span style="font-weight: bold;">Advanced &nbsp;Mode</span> by clicking the relevant button in the top-right corner. Uncheck the <span style="font-weight: bold;">Standard Schedule</span> option next to a day and specify the working hours and breaks.</p>
<p class="p_Normal"><img alt="business-calendar-04" width="1087" height="636" style="margin:0;width:1087px;height:636px;border:none" src="business-calendar-04.png"/></p>
<p class="p_Normal" style="margin: 0 0 0 36px;">You cannot return to regular calendar settings mode once advanced editing is enabled. Future edits will always open in advanced mode. </p>
<ol style="list-style-type:upper-roman">
<li value="5" class="p_Normal">To include holidays and shortened days in the calendar, select a work calendar from the drop-down list.</li></ol>
<p class="p_Normal" style="margin: 0 0 0 36px;">By default, the system uses a work calendar with official public holidays. You can customize these exceptions to fit your company<span style="color: #202122; background-color: #ffffff;"></span>s schedule. To learn more, see <a href="360004890291.html#holidays" class="topiclink">Create a work calendar</a>. </p>
<ol style="list-style-type:upper-roman">
<li value="6" class="p_Normal">Click <span style="font-weight: bold;">Create</span>.</li></ol>
<p class="p_Normal">The new calendar will appear on the page and be available in the system. You can:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">Set it as the default calendar for all employees <a href="360004890291.html#company-business-calendar" class="topiclink">by default</a>.</li><li class="p_Normal"><a href="360004890291.html#personal-business-calendar" class="topiclink">Assign it</a> to specific users. &nbsp;</li></ul>
<p class="p_Normal">The assigned calendar determines <a href="360012495611.html#deadline" class="topiclink">task deadlines</a> for the employee. </p>
<h2 class="p_Heading2"><a id="holidays" class="hmanchor"></a><span class="f_Heading2">Create a work calendar</span></h2>
<p class="p_Normal">To take public holidays and shortened days into account, set up a work calendar and link it to your business calendar. You can also set additional holidays that are celebrated in your company, such as professional holidays.</p>
<p class="p_Normal">To create a work calendar:</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal">Navigate to <span style="font-weight: bold;">Administration &gt; Business Calendar</span> and click <span style="font-weight: bold;">Work Calendar</span> in the top-right corner.</li><li value="2" class="p_Normal">On the new page,<span style="font-weight: bold;"> </span>you can:</li></ol>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">Go to the template to fill in the <span style="font-weight: bold;">Work Calendar</span> and add holidays to it.</li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">Click the <span style="font-weight: bold;">+Work Calendar</span> button and customize the calendar from scratch.</li></ul>
<ol style="list-style-type:upper-roman">
<li value="3" class="p_Normal">In the settings specify the name of the calendar and select a year.</li></ol>
<p class="p_Normal"><img alt="business-calendar-05" width="1061" height="629" style="margin:0;width:1061px;height:629px;border:none" src="business-calendar-05.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="4" class="p_Normal">Click <span style="font-weight: bold;">Add</span> to add exceptional and non-working days:</li></ol>
<ul style="list-style-type:disc">
<li class="p_Normal">Select the date. Past dates cannot be marked as exceptions. </li></ul>
<ul style="list-style-type:disc">
<li class="p_Normal">Choose the day type:</li></ul>
<ul style="list-style-type:circle"><ul style="list-style-type:circle"><ul style="list-style-type:square">
<li class="p_Normal"><span style="font-weight: bold;">Exceptional</span>. A workday with non-standard hours (e.g., shortened).</li><li class="p_Normal"><span style="font-weight: bold;">Non-working</span>. A non-working day (e.g., a holiday).</li></ul></li></ul></li></ul>
<ul style="list-style-type:disc">
<li class="p_Normal">Add a brief description of the exception.</li><li class="p_Normal">For exceptional days, specify work hours and breaks.</li></ul>
<ol style="list-style-type:upper-roman">
<li value="5" class="p_Normal">Mark all exceptions for the calendar year (e.g., December 24, January 1, etc.). To delete an entry, click the recycle bin icon.</li><li value="6" class="p_Normal">Click <span style="font-weight: bold;">Create</span> to save the calendar.</li><li value="7" class="p_Normal">To apply exceptions, select the work calendar when <a href="360004890291.html#create-business-calendar" class="topiclink">creating</a> or <a href="360004890291.html#edit-business-calendar" class="topiclink">editing</a> a business calendar. </li></ol>
<p class="p_Normal">Display of exceptions:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">In employees <a href="calendar.html" class="topiclink">personal calendars</a>, holidays appear in green.</li><li class="p_Normal">In drop-down calendars for date/time fields, holidays are marked in red.</li></ul>
<h2 class="p_Heading2"><a id="company-business-calendar" class="hmanchor"></a><span class="f_Heading2">Set the default business calendar for the company</span></h2>
<p class="p_Normal">The business calendar affects employee schedules, task deadlines, and business processes. To set a default calendar for all employees:</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal">Go to <span style="font-weight: bold;">Administration &gt; Business Calendar</span>.</li><li value="2" class="p_Normal">Select a week-based calendar and click the three-dot menu.</li><li value="3" class="p_Normal">Click <span style="font-weight: bold;">Set As Default</span>.</li></ol>
<p class="p_Normal">The calendar will be marked with a star icon and applied to employees without individual schedules.</p>
<h2 class="p_Heading2"><a id="personal-business-calendar" class="hmanchor"></a><span class="f_Heading2">Assign an individual business calendar</span></h2>
<p class="p_Normal">You can assign a specific business calendar to an employee so that their task deadlines are calculated according to this individual schedule:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">Select an employee and open their page for <a href="360004833572.html#edit" class="topiclink">editing</a>. Select the calendar in the <span style="font-weight: bold;">Business calendar</span> field.</li><li class="p_Normal">Assign the calendar during the <a href="360004833572.html#business-calendar" class="topiclink">employee invitation process</a>.</li><li class="p_Normal">Assign a calendar to several users at once using a TypeScript script. Read more about it in <a href="https://tssdk.brix365.com/en/latest/interfaces/_12_work_calendar_.workcalendars.html#:~:text=WorkCalendar%5B%5D%3E-,setToUsers,-setToUsers" target="_blank" class="weblink">BRIX TS SDK</a>.</li></ul>
<p class="p_Normal">You can also schedule changes to an employees business calendar using the <img alt="business-calendar-11" title="business-calendar-11" width="29" height="34" style="margin:0;width:29px;height:34px;border:none" src="business-calendar-11.png"/><span class="f_ImageCaption"> </span>button next to the <span style="font-weight: bold;">Business calendar</span> field.</p>
<p class="p_Normal">The schedule and planned changes will be visible in the <a href="360016398552.html#settings" class="topiclink">employees profile settings</a>. </p>
<h2 class="p_Heading2"><a id="import-business-calendar" class="hmanchor"></a><span class="f_Heading2">Import a business or work calendar</span></h2>
<p class="p_Normal">You can import a calendar configured in another system to BRIX. For example, a work calendar with public holidays.</p>
<p class="p_Normal">To do this:</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal">Create a <span style="font-weight: bold;">.csv</span> file with calendar data and compress it into a <span style="font-weight: bold;">.zip</span> file.</li><li value="2" class="p_Normal">In BRIX, go to <span style="font-weight: bold;">Administration &gt; Business Calendar</span>.<span style="font-weight: bold;"> </span></li></ol>
<ul style="list-style-type:disc">
<li class="p_Normal">For a business calendar, click the <img alt="business-calendar-12" width="27" height="25" style="margin:0;width:27px;height:25px;border:none" src="business-calendar-12.png"/><span class="f_ImageCaption"> </span>button in the upper right corner of the page.</li><li class="p_Normal">For a work calendar, click <span style="font-weight: bold;">Work Calendar </span>and click <img alt="business-calendar-12" width="28" height="26" style="margin:0;width:28px;height:26px;border:none" src="business-calendar-12.png"/><span class="f_ImageCaption"> </span>in the upper right corner of the page.</li></ul>
<ol style="list-style-type:decimal">
<li value="3" class="p_Normal">Upload the file from your computer and click <span style="font-weight: bold;">Import</span>.</li></ol>
<h2 class="p_Heading2"><span class="f_Heading2">Edit, export, and delete a calendar </span></h2>
<p class="p_Normal">You can edit, export to another program, and delete a business or work calendar.</p>
<p class="p_Normal">For business calendars:</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal">Go to <span style="font-weight: bold;">Administration &gt; Business Calendar</span>.</li><li value="2" class="p_Normal">Click the three dots icon on the desired calendar page.</li><li value="3" class="p_Normal">Select an action:</li></ol>
<ul style="list-style-type:disc">
<li class="p_Normal"><a id="edit-business-calendar" class="hmanchor"></a><span style="font-weight: bold;">Edit</span>. Update the schedule or link a production calendar. Re-publish business processes if the updated calendar affects time constraints.</li><li class="p_Normal"><span style="font-weight: bold;">Export</span>. Download the calendar as a <span style="font-weight: bold;">.csv</span> file for use in another program.</li><li class="p_Normal"><span style="font-weight: bold;">Delete</span>. Remove unused calendars. If the deleted calendar was assigned to employees, their schedules will switch to the default calendar.</li></ul>
<p class="p_Normal">All work calendars are stored under <span style="font-weight: bold;">Business Calendar &gt; Work Calendar</span>. You can perform the following actions with them using the icons:</p>
<ul style="list-style-type:disc">
<li class="p_Normal"><img alt="business-calendar-13" title="business-calendar-13" width="34" height="37" style="margin:0;width:34px;height:37px;border:none" src="business-calendar-13.png"/><span style="font-size: 11px; color: #394149;"> </span> Edit a work calendar.</li><li class="p_Normal"><img alt="business-calendar-14" title="business-calendar-14" width="35" height="32" style="margin:0;width:35px;height:32px;border:none" src="business-calendar-14.png"/><span style="font-size: 11px; color: #394149;"> </span>Delete a work calendar. If linked to a business calendar, exceptions will no longer apply. The <a href="360004890291.html#operating_mode" class="topiclink">set work schedule</a> will be applied.</li><li class="p_Normal"><img alt="business-calendar-15" width="27" height="33" style="margin:0;width:27px;height:33px;border:none" src="business-calendar-15.png"/><span class="f_ImageCaption"> </span>Export a work calendar. The created <span style="font-weight: bold;">.csv</span> file can be used in another application.</li></ul>
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<p>System settings / Notification settings</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Notification settings</span></h1>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter; font-weight: bold;">Notifications</span><span style="font-family: Inter;"> inform users about new messages in the #Activity stream, chats, and channels. Moreover, notifications keep users updated about the latest changes in tasks, files, apps, etc.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;"><a href="360006871932.html#administrators" class="topiclink">Administrators</a> can set up <a href="360014352211.html#pop-up" class="topiclink">pop-up notifications</a> and enable sending messages about new tasks and events to users emails. </span>These settings will be applied by default to all users. However, each employee can set their own <span style="color: #0000ff;"><a href="360016398552.html#notification" class="topiclink">personalized notification settings</a></span>. The changes will not be applied to such a user if the administrator changes the general settings.</p>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">Go to the <span style="font-weight: bold;">Administration &gt; Notifications</span> workspace to set up notifications for employees and select one of the options:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="notification-settings-1" width="677" height="446" style="margin:0;width:677px;height:446px;border:none" src="notification-settings-1.png"/></p>
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<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">All events</span><span style="font-family: Inter;">. Users will see pop-up notifications about all new events in the <a href="360014162972.html" class="topiclink">#Activity stream</a>.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Personal events</span><span style="font-family: Inter;">. Users will see notifications about personal messages and messages that <a href="360014162052.html" class="topiclink">@mention their name</a> as well as notifications about tasks and events in the <a href="calendar.html" class="topiclink">calendar</a>.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Do not notify</span><span style="font-family: Inter;">. Users wont get pop-up notifications. Moreover, with this option, new tasks assigned to a user wont open automatically.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Change mobile app settings</span><span style="font-family: Inter;">. Enable this option to configure notification settings for mobile devices separately. For example, to enable only notifications about personal events on mobile phones.</span></li></ul>
<p style="line-height: 1.20; margin: 7px 0 7px 34px;"><span style="font-family: Inter;">Please note that the option is not displayed if the system administrator has disabled the <a href="360016488432.html#hide-app" class="topiclink">BRIX application installation option</a>.</span></p>
<p style="line-height: 1.20; margin: 7px 0 7px 0;"><span style="font-family: Inter;">You can also enable sending notifications to the email addresses of users specified when registering in the system:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Send notifications about new tasks by email</span><span style="font-family: Inter;">. This option allows to send notifications about tasks assigned to a user with their details and a link to quickly access them in the system.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Send notifications about events by email</span><span style="font-family: Inter;">. This option allows to send notifications about upcoming events with all their details.</span></li></ul>
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<p>System settings &gt; <a href="360007146071.html">Groups</a> / System groups</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">System groups</span></h1>
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<p style="text-align: justify; line-height: 1.20; margin: 14px 0 0 0;">The following system groups are set by default in BRIX:</p>
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<li style="line-height: 1.20;"><a href="360006871932.html#administrators" class="topiclink">Administrators</a>. Users who have access to all system settings. The system supervisor is included in the group by default and can add other users to the group.</li><li style="line-height: 1.20;"><a href="external-users.html" class="topiclink">External users</a>. Users who are not company employees and have been given access to the system for working in the <a href="service-portal.html" class="topiclink">external portal</a>.</li><li style="line-height: 1.20;"><a href="360006871932.html#all_users" class="topiclink">All users</a>. By default, this group includes all users of the company. Please note that external users are not included in this group.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Privileged users</span>. The group includes users who <a href="active_licences.html#priority" class="topiclink">use named licenses</a>.</li><li style="line-height: 1.20;"><a href="360006871932.html#supervisor" class="topiclink">System supervisor</a>. By default, it includes the person who created the company.</li><li style="line-height: 1.20;">Solution user groups. Members of these groups can use specific system solutions, for example, BRIX Service or BRIX Projects.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="SG1" width="700" height="560" style="margin:0;width:700px;height:560px;border:none" src="sg1.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">System groups cannot be deleted. You can only add or delete their members.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="supervisor" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">System supervisor</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">The <span style="font-weight: bold;">Supervisor</span> has a full set of permissions that can be assigned in the system. For example, they can create, edit, and delete:</p>
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<li style="line-height: 1.20;"><a href="360007990371.html" class="topiclink">Workspaces</a>.</li><li style="line-height: 1.20;"><a href="360006963072.html" class="topiclink">Apps</a> and app items.</li><li style="line-height: 1.20;"><a href="interface_settings.html" class="topiclink">Widgets</a>.</li><li style="line-height: 1.20;"><a href="360008121732.html" class="topiclink">Business processes</a>, etc.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Supervisor</span> has access to all system settings, <a href="360014189332.html" class="topiclink">system folders</a> and personal folders of users, can manage <a href="360014165012.html" class="topiclink">free storage space</a> and the company's service plan, edit the list of <a href="360004833572.html" class="topiclink">users</a> and <a href="360014191132.html" class="topiclink">channels</a>, as well as model the <a href="360003861992.html" class="topiclink">organizational chart</a> of the company.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="all_users" class="hmanchor"></a>Additionally, when BRIX fails to determine the executor of a business process task, such tasks are assigned to the <span style="font-weight: bold;">Supervisor</span>. This may happen, for example, if an employee specified in a <a href="360012263032.html" class="topiclink">swimlane</a> no longer works in the company.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Please note that the <span style="font-weight: bold;">System supervisor</span> is not a group, but a role that is occupied by only one user. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Also, the <span style="font-weight: bold;">Supervisor</span> cannot be <a href="360004833572.html#lock" class="topiclink">locked</a> out of the system. Therefore, they must first assign another user to this role if, for example, they are quitting the job and leaving the company. To do this, edit the <span style="font-weight: bold;">System supervisor</span> role in the <span style="font-weight: bold;">Administration</span> <span style="font-weight: bold;">&gt;</span> <span style="font-weight: bold;">Groups</span> workspace.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="administrators" class="hmanchor"></a><a id="administrator" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Administrators</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">The <span style="font-weight: bold;">Administrator</span> like the <a href="360006871932.html#supervisor" class="topiclink">Supervisor</a> has full access to all system objects. Unlike the supervisor, administrators do not receive business process tasks with undefined executors. Also, administrators cannot edit the <span style="font-weight: bold;">Supervisor</span> role and assign a different supervisor.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Users included in the <span style="font-weight: bold;">Administrators</span> group always have all the access permissions available in the system. Access restrictions are not applied to the supervisor or system administrators.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">By default, the <span style="font-weight: bold;">Administrators </span>group includes only the <span style="font-weight: bold;">Supervisor</span>, who can add other users to the group.</p>
<h2 class="p_Heading2"><span class="f_Heading2">External users</span></h2>
<p class="p_Normal" style="margin: 7px 0 0 0;">External users can access BRIX via the <a href="service-portal.html" class="topiclink">external portal</a> interface. They are given limited access to the data stored in the system, can start business processes, create new app items, etc. To make such actions available, add corresponding buttons and widgets to the portal pages.</p>
<p class="p_Normal" style="background: #ffffff; margin: 16px 0 0 0;"><span style="color: #212529;">For an external user to sign into the portal, provide them with an <a href="add-external-users.html#inviatation-link" class="topiclink">invite link</a>.</span></p>
<p class="p_Normal" style="background: #ffffff; margin: 7px 0 0 0;"><span style="color: #212529;">New external users can be added to the </span><span style="color: #212529;"><a href="system_objects.html" class="topiclink">System apps</a> workspace</span><span style="color: #212529;">. To learn more, see </span><span style="color: #212529;"><a href="add-external-users.html" class="topiclink">Add external users</a></span><span style="color: #212529;">.</span></p>
<p class="p_Normal" style="background: #ffffff; margin: 7px 0 7px 0;">This group is useful for setting<span style="color: #394149;"> </span><span style="color: #394149;"><a href="360007527512.html" class="topiclink">access</a></span><span style="color: #394149;"> </span>to system objects located on the portal page or for assigning an executor in a business process<span style="color: #394149;"> </span><span style="color: #394149;"><a href="360012263032.html" class="topiclink">swimlane</a>.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">All users</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">The <span style="font-weight: bold;">All users</span> group includes all the users who have access BRIX. Just as for <span style="font-weight: bold;">External users</span>, you &nbsp;can use this group to configure <a href="360007527512.html" class="topiclink">access permissions</a> to the system and assign executors in business processes. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Employees who are included in the <span style="font-weight: bold;">All users</span> group only cannot manage system settings and cannot open workspaces and apps with limited access.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">An administrator can create a <a href="360007146071.html" class="topiclink">user group</a> and add certain users to it, for example, to give them access to the restricted <span style="font-weight: bold;">Invoices</span> workspace.</p>
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<p>Low-code designer &gt; Workspace / Create a workspace</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Create a workspace</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">There are three ways to add a new workspace:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><a href="360006887271.html#from_scratch" class="topiclink">Create your own workspace from scratch</a>.</li><li style="line-height: 1.20;"><a href="360006887271.html#download" class="topiclink">Download a workspace from BRIX Store</a>.</li><li style="line-height: 1.20;"><a href="360006887271.html#file" class="topiclink">Import an .e365 file with a workspace</a>.</li></ul>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20;"><a id="from_scratch" class="hmanchor"></a>Only the users included in the <a href="360006871932.html#administrators" class="topiclink">Administrators</a><span style="font-weight: bold;"> </span>group can create workspaces.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание&nbsp;</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Create a new workspace</span></h2>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Click the plus icon at the bottom of the left menu on the main page.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="CAW 1" width="76" height="196" style="margin:0;width:76px;height:196px;border:none" src="hmfile_hash_471c0085.png"/></p>
<ol style="list-style-type:upper-roman" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Select <span style="font-weight: bold;">Create</span>. In the window that opens, specify the workspace parameters.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="create_wspc" width="466" height="374" style="margin:0;width:466px;height:374px;border:none" src="create_wspc.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Specify the name that will be displayed in the left menu on the main page.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace URL</span>.<span style="font-weight: bold;"> </span>The URL is generated automatically basing on the workspace name. The link text can be changed at the creation stage. It is used for quick access to the workspace.</li><li style="line-height: 1.20;"><a id="visibility" class="hmanchor"></a><span style="font-weight: bold;">Workspace icon</span>. Helps users find the workspace in the left menu.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Visibility</span>.<span style="font-weight: bold;"> </span>Select which employees should be granted access to the workspace. You can change these settings later and specify groups of employees who can interact with the workspace.<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Visible to everyone</span>. All the system users will be able to see the workspace.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Only to Administrators</span>.<span style="font-weight: bold;"> </span>Only the users included in the <span style="font-weight: bold;">Administrators</span> group will be able to see the workspace.</li></ul></li></ul>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click <span style="font-weight: bold;">Create</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The created workspace will appear in the left menu. On the opened page, you can fill the workspace by adding apps, a contract, or a report, as well as <a href="360009672852.html" class="topiclink">separators</a>, <a href="360009925031.html" class="topiclink">links</a>, and <a href="360009924451.html" class="topiclink">pages</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="create-workspace-4" width="729" height="457" style="margin:0;width:729px;height:457px;border:none" src="create-workspace-4.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">&nbsp;</p>
<h2 class="p_Heading2"><a id="download" class="hmanchor"></a><span class="f_Heading2">Download a workspace from BRIX Store</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can download a ready-made workspace from the <span style="font-weight: bold;">BRIX Store</span> catalog.</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click the plus icon at the bottom of the left menu on the main page.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="CAW 1" width="76" height="196" style="margin:0;width:76px;height:196px;border:none" src="hmfile_hash_471c0085.png"/></p>
<ol style="list-style-type:upper-roman" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Select <span style="font-weight: bold;">Download</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="add-brix-workspace-01" width="495" height="216" style="margin:0;width:495px;height:216px;border:none" src="add-brix-workspace-01.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">BRIX Stor</span><span style="font-weight: bold;">e</span><span style="font-weight: bold;"> </span>catalog will open, offering all the available the workspaces.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="create-workspace-8" width="853" height="528" style="margin:0;width:853px;height:528px;border:none" src="create-workspace-8.png"/></p>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click on a workspace to see its description and the list of <a href="360006963072.html" class="topiclink">apps</a><span style="font-weight: bold;"> </span>that it includes.</li><li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">To upload the workspace to your company, click <span style="font-weight: bold;">Install namespace</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="download_wspc" width="906" height="451" style="margin:0;width:906px;height:451px;border:none" src="download_wspc.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you import a workspace created or modified in a newer system version (e.g. 2024.4) than your current version (e.g. 2024.1), a warning message appears. The import may fail or the workspace may not work properly because the newer version may have changes that are incompatible with your version. Select whether to cancel or continue the import process.</p>
<ol style="list-style-type:upper-roman" start="5">
<li value="5" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the provided window, edit the data if necessary.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="download_wspc2" width="688" height="193" style="margin:0;width:688px;height:193px;border:none" src="download_wspc2.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Fill in the following fields:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Specify the workspace name which will be displayed in the left menu on the main page. By default, it is the name of the workspace you are downloading.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace URL</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold; color: #ff0000;"> </span>The URL is generated automatically based on the workspace name. The URL is used for quick access to the workspace.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Description</span>.<span style="font-weight: bold;"> </span>This field shows a description if one was added when the workspace was exported to <a href="360007722171.html#export_in_store" class="topiclink">BRIX Store</a>.</li></ul>
<ol style="list-style-type:upper-roman" start="6">
<li value="6" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> After filling out the form, click <span style="font-weight: bold;">Next</span>.</li><li value="7" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> Configure the <span style="font-weight: bold;">initial workspace settings</span>.<span style="font-weight: bold;"> </span>Add users to <a href="360007331871.html" class="topiclink">groups</a><span style="font-weight: bold;"> </span>and choose their <a href="360007331871.html#role" class="topiclink">roles</a>. These data are used in workspace business processes and access settings. &nbsp;To add an item to a field, click on the magnifying glass icon and select a position or a person from the list<span style="font-size: 15px; color: #394149;">.</span></li><li value="8" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> Click <span style="font-weight: bold;">Install</span></li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="add-brix-workspace-02" width="543" height="610" style="margin:0;width:543px;height:610px;border:none" src="add-brix-workspace-02.png"/></p>
<ol style="list-style-type:upper-roman" start="6">
<li value="9" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;"> </span>Once installation is completed, click<span style="font-weight: bold;"> Go to Workspace</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="file" class="hmanchor"></a></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Import a workspace from an .e365 file</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can import a workspace to a company by uploading an <span style="font-weight: bold;">.e365</span> file. The <a href="360006963072.html" class="topiclink">apps</a>, <a href="360009924451.html" class="topiclink">pages</a>, <a href="360009672852.html" class="topiclink">separators</a>, and <a href="360009661232.html" class="topiclink">business processes</a> included in the workspace, will be imported with it. </p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">On the main page, in the left menu, click <span style="font-weight: bold;">Add Solution or Workspace</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="CAW 1" width="76" height="196" style="margin:0;width:76px;height:196px;border:none" src="hmfile_hash_471c0085.png"/></p>
<ol style="list-style-type:upper-roman" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click <span style="font-weight: bold;">Upload file</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="add-brix-workspace-03" width="477" height="207" style="margin:0;width:477px;height:207px;border:none" src="add-brix-workspace-03.png"/></p>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Upload a <span style="font-weight: bold;">.e365</span> file from your computer or select one from the system files. Click <span style="font-weight: bold;">Next</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span class="f_ImageCaption"> <img alt="caw 16" width="580" height="157" style="margin:0;width:580px;height:157px;border:none" src="hmfile_hash_9aa26440.png"/></span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you import a workspace created or modified in a newer system version (e.g. 2024.4) than your current version (e.g. 2024.1), a warning message appears. The import may fail or the workspace may not work properly because the newer version may have changes that are incompatible with your version. Select whether to cancel or continue the import process.</p>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> In the window that opens, edit the workspace data if necessary.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="caw 17" width="612" height="223" style="margin:0;width:612px;height:223px;border:none" src="hmfile_hash_bcec351e.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;">. </span>The workspace name, displayed in the left menu.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace URL</span><span style="font-weight: bold; color: #ff0000;">*</span>. The link for quick access to the workspace.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Description</span>. This field shows a description if one was added when <a href="360007722171.html" class="topiclink">exporting the .e365 file</a>.</li></ul>
<ol style="list-style-type:upper-roman" start="5">
<li value="5" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click <span style="font-weight: bold;">Next</span>. </li></ol>
<ol style="list-style-type:upper-roman" start="6">
<li value="6" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> Configure the <span style="font-weight: bold;">initial workspace settings</span>. Add users to <a href="360007331871.html" class="topiclink">groups</a><span style="font-weight: bold;"> </span>and choose their <a href="360007331871.html#role" class="topiclink">roles</a>. To add an item to a field, click on the magnifying glass icon and select a position or person from the list.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="add-brix-workspace-04" width="561" height="555" style="margin:0;width:561px;height:555px;border:none" src="add-brix-workspace-04.png"/></p>
<ol style="list-style-type:upper-roman" start="6">
<li value="7" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> Click <span style="font-weight: bold;">Install</span>.</li></ol>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20;">The imported workspace will be checked for errors. The structures of custom groups and fields are checked, as well as links in the <a href="360009707032.html" class="topiclink">App</a> type fields to existing apps in the workspace, duplicate pages are detected, etc.</p>
<p style="line-height: 1.20; margin: 16px 0 16px 0;">If an error is found, you will see an alert. Import will be impossible. It will be impossible to import the app to the company.</p>
<p style="line-height: 1.20; margin: 16px 0 16px 0;"><img alt="add-brix-workspace-05" width="500" height="139" style="margin:0;width:500px;height:139px;border:none" src="add-brix-workspace-05.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">If non-critical errors are found, for example, variable inconsistencies in <a href="360026936731.html" class="topiclink">document templates</a>, you will see a warning. You can continue installing the app.</p>
<ol style="list-style-type:upper-roman" start="8">
<li value="8" style="line-height: 1.20; margin-top: 16px; margin-right: 0; margin-bottom: 16px;"> If there are no errors, click <span style="font-weight: bold;">Go to Workspace</span>.</li></ol>
<p style="line-height: 1.20; margin: 16px 0 16px 0;"><img alt="add-brix-workspace-06" width="542" height="196" style="margin:0;width:542px;height:196px;border:none" src="add-brix-workspace-06.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Add items to the workspace menu</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="background-color: #ffffff;">Inside a workspace you can create <a href="360006963072.html" class="topiclink">apps</a>, <a href="360009672852.html" class="topiclink">separators</a>, <a href="360009925031.html" class="topiclink">links</a>, and <a href="360009924451.html" class="topiclink">pages</a>. To do this, click the&nbsp;</span><img alt="clip0274" width="63" height="27" style="margin:0;width:63px;height:27px;border:none" src="clip0274.png"/><span style="background-color: #ffffff;">&nbsp;button in the left menu of the workspace and select an item in the opened window.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="create-workspace-18" width="523" height="285" style="margin:0;width:523px;height:285px;border:none" src="create-workspace-18.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="background-color: #ffffff;">After creating or installing a workspace, you can change its name, describe its features, or select a new icon. To learn more, see&nbsp;<a href="360006965372.html" class="topiclink">Workspace settings</a>.</span></p>
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<p>Low-code designer / App</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">App</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">An<span style="font-weight: bold;"> app</span> is a BRIX component intended for creating and storing app items and business processes. For example, the <span style="font-weight: bold;">Contacts</span> app stores data about legal entities, their addresses, phone numbers, etc. Each added company will be an item of this app.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app_01" width="820" height="328" style="margin:0;width:820px;height:328px;border:none" src="app_01.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can associate business processes with an app. In this case, data stored in the app will be automatically sent to the tasks assigned to users during the process execution. At each process stage, employees will receive all the information that they need to perform their tasks and make decisions.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">An app can only be created within a <a href="360007990371.html" class="topiclink">workspace</a>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 0 0 11px 0;">It is convenient to group all apps used to address thematically related tasks in one workspace. For example, apps with data for the marketing department, such as <span style="font-weight: bold;">Contacts</span>, <span style="font-weight: bold;">Leads</span>, <span style="font-weight: bold;">Deals</span>, etc., are added in the <span style="font-weight: bold;">CRM</span> workspace.</p>
<h2 class="p_Heading2"><a id="system-apps" class="hmanchor"></a><span class="f_Heading2">Built-in apps</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">BRIX includes default built-in apps located in <a href="system-workspaces.html" class="topiclink">built-in workspaces</a> that are ready for use. These are:</span></p>
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<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">In the</span><span style="font-family: Inter; font-weight: bold;"> System apps </span><span style="font-family: Inter;">workspace:</span><span style="font-family: Inter; font-weight: bold;"> My legal entities </span><span style="font-family: Inter;">and</span><span style="font-family: Inter; font-weight: bold;"> External users</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">In the</span><span style="font-family: Inter; font-weight: bold;"> CRM</span><span style="font-family: Inter;"> workspace: </span><span style="font-family: Inter; font-weight: bold;">Leads</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Deals</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Companies</span><span style="font-family: Inter;">, and </span><span style="font-family: Inter; font-weight: bold;">Contacts</span><span style="font-family: Inter;">.</span></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If you navigate to a built-in app page, the underscore prefix appears before its name in the address bar, for example, </span><span style="font-family: Inter; font-weight: bold;">_clients/_contacts</span><span style="font-family: Inter;">.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You cannot export a built-in app as an individual system component, nor is it possible to copy or delete it. </span>Exporting such an app is only possible within a built-in workspace or a solution and it has its own <span style="color: #0000ff;"><a href="360009669292.html#export" class="topiclink">peculiarities and limits</a></span>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample" style="font-size: 16px; font-family: Arial,Helvetica,sans-serif;">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Actions with apps</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In apps, you can:</p>
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<li style="line-height: 1.20;">Create <a href="360016427291.html" class="topiclink">app items</a> (entries).</li><li style="line-height: 1.20;">Configure <a href="360028941032.html" class="topiclink">custom forms</a> for item creation, viewing, and editing<span style="font-weight: bold;"> </span>pages.</li><li style="line-height: 1.20;">Generate an <a href="360007679591.html" class="topiclink">app item name</a> from a template.</li><li style="line-height: 1.20;"><a href="360007527512.html" class="topiclink">Configure access</a> to the app and its items.</li><li style="line-height: 1.20;"><a href="360012265552.html" class="topiclink">Model business processes</a>.</li><li style="line-height: 1.20;"><a href="360019229331.html" class="topiclink">Add action buttons</a>.</li><li style="line-height: 1.20;">Configure app <a href="360009920611.html" class="topiclink">item statuses</a>, which can be changed in a business process or manually.</li><li style="line-height: 1.20;"><a href="360009705932.html" class="topiclink">Change the list and order</a> of apps in a workspace.</li><li style="line-height: 1.20;"><a href="360009264480.html" class="topiclink">Export</a> and <a href="360009354059.html" class="topiclink">import</a> data.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To learn more about working with apps, read these articles:</p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360028941032.html" class="topiclink">Configure forms in the Advanced Mode</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360007708691.html" class="topiclink">App settings</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009919211.html" class="topiclink">Access to an app</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009669292.html" class="topiclink">Export an app</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009921131.html" class="topiclink">Business process associated with an app</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009669952.html" class="topiclink">Search and filters</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360007527512.html" class="topiclink">Access to app data</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009923311.html" class="topiclink">App item view</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009920611.html" class="topiclink">Status field</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009705932.html" class="topiclink">Arrange apps in the left menu</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009921431.html" class="topiclink">API in apps</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009354059.html" class="topiclink">Data import</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360007331871.html" class="topiclink">Groups and roles</a></p>
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<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009264480.html" class="topiclink">Data export</a></p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Workspace settings</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In workspace settings, <a href="360006871932.html#administrators" class="topiclink">system administrators</a> can change the name of the workspace, describe how to use it, and select a new icon.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal">To work with the settings of the workspace and all its components, the interface language in the administrator's profile must match the language of the workspace.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To open workspace settings, click the gear icon<span class="f_ImageCaption"> </span>next to a workspaces name and select <span style="font-weight: bold;">Workspace Settings</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="wspc_settings" width="578" height="480" style="margin:0;width:578px;height:480px;border:none" src="wspc_settings.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="section-settings" class="hmanchor"></a>The <span style="font-weight: bold;">Edit Workspace </span>window opens.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="workspace_settings_01" width="598" height="419" style="margin:0;width:598px;height:419px;border:none" src="workspace_settings_01.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can edit the following fields:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>The name of the workspace displayed in the left menu.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Description</span>. A description of what the workspace is intended for.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace icon</span>.<span style="font-weight: bold;"> </span>An<span style="font-weight: bold;"> </span>icon representing the workspace.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace language</span>. The source language of the interface in which the workspace is created.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After editing the fields, click <span style="font-weight: bold;">Save</span>.</p>
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<p>System settings / Groups</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Groups</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Groups</span> are used to configure access to <a href="360014164452.html" class="topiclink">files</a>, documents, <a href="360006963072.html" class="topiclink">apps</a>, <a href="360016427291.html" class="topiclink">app items</a>, and <a href="360007990371.html" class="topiclink">workspaces</a>, and to determine executors in the <a href="360008121732.html" class="topiclink">business process</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Employees who perform similar tasks or are at the same level in the corporate hierarchy can be added to groups without having to configure access permissions for each of them individually. For example, you can group department heads together and give them access to a folder with reports.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">When you add a user to a group, the user automatically inherits the group's access permissions.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A user can be a member of several groups at the same time. The combination of their personal access permissions and the permissions for the groups they are a member of is always valid for them.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">There are the following groups:</p>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Custom. The <span style="color: #0000ff;"><a href="360006871932.html#administrators" class="topiclink">administrator</a></span> can create, edit, and delete them.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="color: #0000ff;"><a href="360006871932.html" class="topiclink">System</a></span>. They are created automatically and cannot be deleted but can be edited.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="groups_admin_list" width="979" height="587" style="margin:0;width:979px;height:587px;border:none" src="groups_admin_list.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Create a group</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To add a new group:</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Go to <span style="font-weight: bold;">Administration </span>&gt; <span style="font-weight: bold;">Groups</span>. Here all the groups are displayed including groups and roles created in workspaces and apps.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">All groups that are in the system are displayed here, including groups and roles configured in workspaces and apps.</p>
<ol style="list-style-type:upper-roman">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the upper right corner, click on the +<span style="font-weight: bold;">Group</span> button.</li><li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> Fill in the fields in the <span style="font-weight: bold;">Add group</span> window that opens.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="Gr3" width="786" height="467" style="margin:0;width:786px;height:467px;border:none" src="gr3.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>The name that will be shown in the list of groups.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Description</span>.<span style="font-weight: bold;"> </span>Detailed group description.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Default group</span>.<span style="font-weight: bold;"> </span>If the box is set to <span style="font-weight: bold;">Yes</span>, all new users will be added to this group automatically.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">List of group participants</span>.<span style="font-weight: bold;"> </span>You can add users, existing groups, and <a href="360003861992.html" class="topiclink">org chart items</a> to the group.</li></ul>
<p style="line-height: 1.20; margin: 7px 0 7px 34px;">When selecting users, all employees of the company are available. You can use <a href="search-on-app-form.html" class="topiclink">search by parameters</a> to filter employees, for example, by position or hire date.</p>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 0;">After entering the data, save the group.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Groups can be created <a href="360007331871.html" class="topiclink">in workspaces and apps</a>. You can make changes to the group data or <a href="360007146071.html" class="topiclink">delete</a> it.</p>
<p class="p_Normal">In the general list, groups of the <span style="font-weight: bold;">Role</span> type are marked with the<span style="font-size: 15px; color: #394149;"> </span><img alt="check_role" width="27" height="22" style="margin:0;width:27px;height:22px;border:none" src="check_role.png"/><span class="f_ImageCaption"> </span>icon<span style="color: #394149;">.</span></p>
<h2 class="p_Heading2"><a id="edit-group" class="hmanchor"></a><span class="f_Heading2">Edit a group</span></h2>
<p class="p_Normal">You can edit the created group:</p>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Rename or change its description.</li><li style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Make it a default group or, on the contrary, stop automatically adding new users to it.</li><li style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;"><span style="color: #0000ff;"><a href="360007146071.html" class="topiclink">Add members</a></span>.</li></ul>
<p style="text-align: justify; line-height: 1.20; margin: 19px 0 0 0;">To edit a group, go to <span style="font-weight: bold;">Administration </span>&gt; <span style="font-weight: bold;">Groups</span>, select a group, and click the <span style="font-weight: bold;">Edit</span> button. Make changes and click <span style="font-weight: bold;">Save</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="Gr4" width="731" height="320" style="margin:0;width:731px;height:320px;border:none" src="gr4.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="add-user-to-group" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Add a user to a group</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">There are two ways to add a user to a group:</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a href="360007146071.html#edit-group" class="topiclink">Edit the group data</a>. In the edit window, in the <span style="font-weight: bold;">List of group participants</span> field, select users, user groups, or an org chart item.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="Gr5" width="780" height="448" style="margin:0;width:780px;height:448px;border:none" src="gr5.png"/></p>
<ol style="list-style-type:upper-roman" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Select the groups when <a href="360004833572.html#add" class="topiclink">inviting a user</a> or <a href="360004833572.html#edit" class="topiclink">editing a user profile</a>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="Gr6" width="891" height="598" style="margin:0;width:891px;height:598px;border:none" src="gr6.png"/></p>
<h2 class="p_Heading2"><span class="f_Heading2">Find a group</span></h2>
<p class="p_Normal" style="margin: 14px 0 0 0;">You can find a group by name or description. To do this, start typing a word in the search bar and press <span style="font-weight: bold;">Enter</span>.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Delete a group</span></h2>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal">You cannot delete a <a href="360006871932.html" class="topiclink">system group</a>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal">To delete a custom group or role, open its page and click <span style="font-weight: bold;">Delete</span>. The group will become unavailable in the general list, but you can restore it later.</p>
<p class="p_Normal">If the deleted group is used in access permission settings and business processes, these settings will still apply and you will see the deleted group in them. To revoke the previously granted permissions, delete the group manually.</p>
<p class="p_Normal">If you want to restore a deleted group:</p>
<ul style="list-style-type:disc"><ol style="list-style-type:decimal">
<li value="1" style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Display it in the list of groups by using the <span style="font-weight: bold;">Deleted</span> filter in the search bar.</li></ol></li></ul>
<p style="text-align: justify; line-height: 1.20; margin: 14px 0 0 0;"><img alt="Gr7" width="734" height="401" style="margin:0;width:734px;height:401px;border:none" src="gr7.png"/></p>
<ul style="list-style-type:disc"><ol style="list-style-type:decimal">
<li value="2" style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Open the group page and click <span style="font-weight: bold;">Restore</span>.</li></ol></li></ul>
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<p>Low-code designer &gt; <a href="360006963072.html">App</a> / Creating an app</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Creating an app</span></h1>
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<!-- Placeholder for topic body. -->
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">There are two ways to create an app:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><a href="360007235031.html#from_scratch" class="topiclink">Create an app from scratch</a>.</li><li style="line-height: 1.20;"><a href="360007235031.html#import_from_file" class="topiclink">Import an .e365 file with an app</a>.</li></ul>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group can create apps.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание&nbsp;</span></p>
<h2 class="p_Heading2"><a id="from_scratch" class="hmanchor"></a><span class="f_Heading2">Create an app from scratch</span></h2>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the left menu of a <a href="360007990371.html" class="topiclink">workspace</a>, click <span style="font-weight: bold;">Add</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="CAA 1" width="231" height="473" style="margin:0;width:231px;height:473px;border:none" src="hmfile_hash_0d45ccca.png"/></p>
<ol style="list-style-type:upper-roman" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the window that opens, click on the <span style="font-weight: bold;">App</span> area.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="CAA 2" width="486" height="425" style="margin:0;width:486px;height:425px;border:none" src="hmfile_hash_54d5afbb.png"/></p>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Fill out the fields with information about the app.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="caa 4" width="527" height="422" style="margin:0;width:527px;height:422px;border:none" src="hmfile_hash_e9fa1bbc.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="add_app" class="hmanchor"></a></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">App Name</span><span style="font-weight: bold; color: #ff0000;">*</span>. Enter a name that will be displayed in the left menu of the workspace.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">App URL</span>. A link to the app that is formed automatically based on the app name. While you're creating the app, you can edit this link. It will be used in the future to access the app.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Item Name</span>. Specify the name of the <a href="360016427291.html#element_page_create" class="topiclink">button for adding a new app item</a> that will be displayed on the app page.</li></ul>
<p style="line-height: 1.20;"><a id="link" class="hmanchor"></a></p>
<p style="line-height: 1.20;"><a id="type" class="hmanchor"></a></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Type</span>. Select the type of new app.</li></ul>
<ul style="list-style-type:disc"><ul style="list-style-type:circle">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Standard</span>. Standard app that stores data entered by users.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Event</span>. An app that allows you to create events in the <a href="360026962272.html" class="topiclink">calendar</a>.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Document</span>.<span style="font-weight: bold;"> </span>An app intended for creating documents. <a href="360009923631.html" class="topiclink">Document</a> type apps have special features that facilitate document management. They allow you to <a href="360009671252.html" class="topiclink">upload, view, and edit a file on a documents page</a>, <a href="app-registration-settings.html#registration" class="topiclink">register documents</a>, and reserve registration numbers.</li></ul></li></ul>
<p style="line-height: 1.20; margin: 0 0 0 43px;">Please note that it is impossible to change an app type after creation.</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Visibility</span>. Specify who has <a href="360009919211.html" class="topiclink">access to the app</a>. You can <a href="360009919211.html" class="topiclink">change</a> these settings later and select groups of employees who will be able to work with the app.</li></ul>
<p style="line-height: 1.20;"><a id="visibility" class="hmanchor"></a></p>
<ul style="list-style-type:disc"><ul style="list-style-type:circle">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Visible to everyone</span>. All the system users will be able to see the app.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Only to administrators</span>. Only the users included in the <a href="360006871932.html#administrators" class="topiclink">Administrators</a> group will be able to see the app.</li></ul></li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">App Icon</span>. An image assigned to the app that users will see in the workspace left menu. Icons help users find apps faster.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Show</span>.<span style="font-weight: bold;"> </span>Select how app items will be displayed: as tiles or as a table.</li></ul>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> After filling out the fields, click <span style="font-weight: bold;">Create</span>.</li><li value="5" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">The next step is configuring the app <span style="font-family: Inter; color: #171717;">form.</span></li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="create_form" class="hmanchor"></a>The <span style="font-weight: bold;">Form Settings </span>window is divided into two areas: on the left you can see the <a href="360016427291.html" class="topiclink">app item</a> form, and on the right is the properties panel. You can find more information about all the property types in <a href="360009707032.html" class="topiclink">System data types</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="CAA 5" width="779" height="475" style="margin:0;width:779px;height:475px;border:none" src="hmfile_hash_8ad85c8e.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To set up the form, drag the properties from the panel and drop them on the form. You can also drag and drop them to rearrange the order.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Each property on the form is a field that users will need to fill in when creating a new app item. Specify which fields will be required <img alt="required" width="13" height="14" style="margin:0;width:13px;height:14px;border:none" src="required.png"/>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the left part of the window the properties are collapsed. Click on a property to expand it and view all of its options.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="CAA 6" width="684" height="262" style="margin:0;width:684px;height:262px;border:none" src="hmfile_hash_b3502c53.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can edit:</p>
<div style="text-align: left; text-indent: 0; padding: 0 0 0 0; margin: 14px 0 0 0;"><table style="width:762px; border:solid thin #a0a0a0; border-spacing:2px;">
<tr>
<td style="vertical-align:middle; width:344px; height:48px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20;"><img alt="CAA 7" width="186" height="30" style="margin:0;width:186px;height:30px;border:none" src="hmfile_hash_b5c55856.png"/></p>
</td>
<td style="vertical-align:middle; width:401px; height:48px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20; margin: 0 0 0 7px;">The property's name that will be displayed on the forms for creating, viewing, and editing an app item.</p>
</td>
</tr>
<tr>
<td style="vertical-align:middle; width:344px; height:48px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20;"><img alt="CAA 8" width="58" height="34" style="margin:0;width:58px;height:34px;border:none" src="hmfile_hash_fe4f64cf.png"/></p>
</td>
<td style="vertical-align:middle; width:401px; height:48px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20; margin: 0 0 0 8px;">The property's code that will be used when working with the API. </p>
</td>
</tr>
<tr>
<td style="vertical-align:middle; width:344px; height:74px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20;"><img alt="caa 9" width="58" height="34" style="margin:0;width:58px;height:34px;border:none" src="hmfile_hash_9985403a.png"/></p>
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<td style="vertical-align:middle; width:401px; height:74px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20; margin: 0 0 0 8px;">Additional information that clarifies how to fill in the field on an app item form.<span style="font-style: italic;"> </span>For example, <span style="font-family: Inter; color: #171717;"></span>Enter a phone number as +1 5ХХ ХХХ ХХ ХХ<span style="font-family: Inter; color: #171717;"></span>.</p>
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<td style="vertical-align:middle; width:401px; height:74px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20; margin: 0 0 0 8px;">If you select this option, this field will be used as a parameter in <a href="360009669952.html" class="topiclink">search</a>.<a id="search_sort" class="hmanchor"></a><span style="font-weight: bold;"> </span></p>
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<td style="vertical-align:middle; width:401px; height:213px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20; margin: 0 0 0 7px;">Each property has a set of parameters. For instance, for a <span style="font-weight: bold;">Phone number</span> type property, you can specify its type (home, work, mobile, etc.). For a <span style="font-weight: bold;">Money</span> type property, you can select a currency, for example, USD. Learn more about properties and their settings in <a href="360009707032.html" class="topiclink">System data types</a>.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To delete a property, click the recycle bin icon in the property row. Please note that the property marked with the <img alt="key" width="19" height="20" style="margin:0;width:19px;height:20px;border:none" src="key.png"/> icon is the <a href="360007679591.html#ways" class="topiclink">key variable</a>. It cannot be deleted because it is used to generate app item names. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Learn more about form settings in <a href="360009918011.html" class="topiclink">App item form</a>.</p>
<ol style="list-style-type:upper-roman" start="6">
<li value="6" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">After configuring the form, click <span style="font-weight: bold;">Save</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="CAA 12" width="845" height="515" style="margin:0;width:845px;height:515px;border:none" src="hmfile_hash_0a263bf9.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">By default, the form you configured will open when a user is creating, viewing, or editing an item of the app. If you want to set up different forms for creation, viewing, and editing, use the <a href="360028941032.html" class="topiclink">Advanced mode</a>.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="import_from_file" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Import an app from an .e365 file</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">When you upload an app to a company, the business processes, groups, and statuses configured in the app will be imported from an <span style="font-weight: bold;">.e365</span> file.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To upload a file, follow these steps:</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the workspace's left menu, click the <span style="font-weight: bold;">+Add </span>button and select <span style="font-weight: bold;">Upload File</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="caa 15" width="582" height="302" style="margin:0;width:582px;height:302px;border:none" src="hmfile_hash_3e080014.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Select the <span style="font-weight: bold;">.e365</span> file to upload from your PC or system files and click <span style="font-weight: bold;">Next</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="caa 13" width="558" height="152" style="margin:0;width:558px;height:152px;border:none" src="hmfile_hash_b2e65d24.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you upload an app created or modified in a newer version of the system (e.g., 2024.4) than your current version (e.g., 2024.1), a warning message will appear. The import may fail or the app may not work properly because the newer version may have changes that are incompatible with your version. Select whether to cancel or continue the import process.</p>
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<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the window that opens, you can edit the app data if needed.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="caa 14" width="492" height="235" style="margin:0;width:492px;height:235px;border:none" src="hmfile_hash_b7877b25.png"/></p>
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<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Specify the app name that will be displayed in the workspace left menu. &nbsp;</li><li style="line-height: 1.20;"><span style="font-weight: bold;">App URL</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>The link is generated automatically, based on the app name. It is used to quickly access the app.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Description</span>. This field displays the information which specified when <a href="360009669292.html" class="topiclink">exporting the app</a>.</li></ul>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">When you finish, click <span style="font-weight: bold;">Next</span>.</li><li value="5" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the next step, configure the initial settings of the app. Add users to <a href="360007331871.html" class="topiclink">groups</a><span style="font-weight: bold;"> </span>and assign <a href="360007331871.html#role" class="topiclink">roles</a>. To do that, click on the magnifying glass icon and select a job position or an employee from the list. </li><li value="6" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click <span style="font-weight: bold;">Install</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The app that you're importing will be checked for errors. If an error is found (for example, if the structure of the user groups is invalid), you will see a notification. In this case, the app cannot be added to the company.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">If non-critical errors are found, for example, variable inconsistencies in <a href="360026936731.html" class="topiclink">document templates</a>, you will see a warning. You can continue installing the app.</p>
<ol style="list-style-type:upper-roman" start="7">
<li value="7" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">When the app is successfully installed, click <span style="font-weight: bold;">Open App</span> in the provided window.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the app, you can create <a href="360016427291.html" class="topiclink">app items</a> and <a href="360009921131.html" class="topiclink">business processes</a>, <a href="360009918011.html" class="topiclink">edit forms</a> and configure <a href="360009920611.html" class="topiclink">statuses</a>. Moreover, you can change the app name, the name of its items, its icon, and its description. To learn more, read the <a href="360007708691.html" class="topiclink">App settings</a> article.</p>
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<p>Low-code designer &gt; App builder / Groups and roles in workspaces and apps</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Groups and roles in workspaces and apps</span></h1>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can create user groups and assign users to roles in workspaces and apps.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">With groups and roles, you can:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Manage general access settings of a <a href="360009660872.html" class="topiclink">workspace</a> or <a href="360009919211.html" class="topiclink">app</a>.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Set individual access settings for an <a href="app-rights.html" class="topiclink">app</a>, its <a href="folder-rights.html" class="topiclink">folders</a>, or its <a href="element-right.html" class="topiclink">app items</a>.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Define executors for a</span> <a href="360012263032.html" class="topiclink">static swimlane</a> in a business process.</li></ul>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Groups and roles created for an app cannot be used to set up access to a workspace.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="d180d0bed0bbd18c" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Groups</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">When several employees perform similar tasks in an app or a workspace, you can unite them in a user group for easier access management.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Consider the following example. In the sales department, some employees work only with organizations and others only with individuals. You can create two user groups and grant one of them access to the </span><span style="font-family: Inter; font-weight: bold;">Organizations</span><span style="font-family: Inter;"> app, and the other to the </span><span style="font-family: Inter; font-weight: bold;">Individuals</span><span style="font-family: Inter;"> app of the </span><span style="font-family: Inter; font-weight: bold;">Counterparties</span><span style="font-family: Inter;"> workspace. It is easier and faster than configuring access for each employee separately.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">You can also use groups when modeling the company processes. Then process tasks will be assigned to users in the group you choose.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Roles</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">Roles work in a similar way as groups, but only one user or <a href="360003861992.html" class="topiclink">org chart</a> item can be assigned to a role. When you export a workspace or an app, the role model is retained and it is easy to configure it for a new company by assigning the appropriate users or positions to the roles.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">For example, in your company, all incoming documents are registered by the records manager. In another company, this work is performed by the secretary. In the </span><span style="font-family: Inter; font-weight: bold;">Documents</span><span style="font-family: Inter;"> workspace, assign the records manager to the </span><span style="font-family: Inter; font-weight: bold;">Document Registration</span><span style="font-family: Inter;"> role and set the necessary access permissions to the </span><span style="font-family: Inter; font-weight: bold;">Letters</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Agreements</span><span style="font-family: Inter;">, and </span><span style="font-family: Inter; font-weight: bold;">Certificates</span><span style="font-family: Inter;"> apps. When this workspace is imported to the second company, the secretary will be assigned to the </span><span style="font-family: Inter; font-weight: bold;">Document Registration</span><span style="font-family: Inter;"> role instead of the records manager, but the access settings will remain the same.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">If instead of using roles you assign access permissions to a specific employee and include them in business process tasks, these settings will not be saved when importing the workspace or app, and they will have to be configured again.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Only users included in the</span><span style="font-weight: bold;"> </span><a href="360006871932.html" class="topiclink">Administrators</a> group can create and edit groups and roles in workspaces and apps.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="d0b3d180d183d0bfd0bfd0b0_d180d0b0d0b7d0b4d0b5d0bb" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Create roles and groups in a workspace</span></h2>
<ol style="list-style-type:upper-roman">
<li value="1" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Click the gear icon next to the workspace name and select </span><span style="font-family: Inter; font-weight: bold;">Group Settings</span><span style="font-family: Inter;"> in the menu.</span></li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="d181d0bfd0b8d181d0bed0ba_d0b3d180d183d0bfd0bf" class="hmanchor"></a><span style="font-size: 13px; font-family: 'Arial Unicode MS';"> </span><img alt="GAR 5" width="398" height="345" style="margin:0;width:398px;height:345px;border:none" src="hmfile_hash_5366d8a0.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The list of groups and roles will open. </span></p>
<ol style="list-style-type:upper-roman" start="2">
<li value="2" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">To add a new group or role, click </span><span style="font-family: Inter; font-weight: bold;">+Group</span><span style="font-family: Inter;"> in the right corner of the page.</span></li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="GAR 2" width="680" height="181" style="margin:0;width:680px;height:181px;border:none" src="hmfile_hash_9432a40a.png"/></p>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Fill out the fields:</span></li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="GAR 3" width="500" height="380" style="margin:0;width:500px;height:380px;border:none" src="hmfile_hash_367d0813.png"/></p>
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<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Name</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">The name that will be displayed in the group list.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Description</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">Describe the purpose of the group.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Type</span><span style="font-family: Inter;">. Select the type you want to create:</span><ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><a id="role" class="hmanchor"></a><span style="font-family: Inter;">A </span><span style="font-family: Inter; font-weight: bold;">role</span><span style="font-family: Inter;"> can be assigned only to one user or org chart item. In business processes, roles are used only in static swimlanes.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">A</span><span style="font-family: Inter; font-weight: bold;"> group </span><span style="font-family: Inter;">can include several users, groups, or org chart items. In business processes, groups are used only in static swimlanes.</span></li></ul>
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Default group</span><span style="font-family: Inter;">. If you select </span><span style="font-family: Inter; font-weight: bold;">Yes</span><span style="font-family: Inter;">, all new users will be automatically added to this group.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">List of group participants</span><span style="font-family: Inter;">. Add specific users, groups, or org chart items to the list. To do that, either start typing the name of the user, group, or org chart item in the provided field or click the magnifying glass icon and select the required items in the opened window. One user can be included in several groups.</span></li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="GAR 4" width="453" height="228" style="margin:0;width:453px;height:228px;border:none" src="hmfile_hash_55de0673.png"/></p>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">When you fill out all the fields, click </span><span style="font-family: Inter; font-weight: bold;">Save</span><span style="font-family: Inter;"> to apply the changes.</span></li></ol>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The group or role you created will appear in the list.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Creating groups and roles in an app</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">Click the gear icon next to the app name and select </span><span style="font-family: Inter; font-weight: bold;">Groups and Roles</span><span style="font-family: Inter;">.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="groups-roles-5" width="424" height="466" style="margin:0;width:424px;height:466px;border:none" src="groups-roles-5.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The rest of the procedure is similar to creating a group or a role in a</span> <a href="360007331871.html" class="topiclink">workspace</a>.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="editinggroupsettings" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Edit group settings</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">You can change the group data: name, description, and list of participants.The type defined at creation cannot be changed.</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">Go to the list of groups and click on a group or role name to open its page. Then click </span><span style="font-family: Inter; font-weight: bold;">Edit</span><span style="font-family: Inter;">.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="GAR 6" width="584" height="299" style="margin:0;width:584px;height:299px;border:none" src="hmfile_hash_64b16dde.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In the editing window, you can make the necessary changes.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Delete a group</span></h2>
<p class="p_Normal">To delete a created group or role, open its page and click <span style="font-weight: bold;">Delete</span>. The deleted group will no longer be available in the general list of workspace or app groups, but you can restore it later.</p>
<p class="p_Normal">If the deleted group is used in permission settings and business processes, these settings will still apply and you will see the deleted group in them. To revoke previously granted permissions, delete the group manually.</p>
<p class="p_Normal">When you export an app or workspace, deleted groups are not exported.</p>
<p class="p_Normal">To restore a deleted group:</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal"><span style="font-family: Inter;">Display it in the list of workspace or app groups using the </span><span style="font-family: Inter; font-weight: bold;">Removed</span><span style="font-family: Inter;"> filter in the search bar.</span></li></ol>
<p class="p_Normal"><img alt="groups_roles_01" width="916" height="193" style="margin:0;width:916px;height:193px;border:none" src="groups_roles_01.png"/></p>
<ol style="list-style-type:decimal" start="2">
<li value="2" class="p_Normal">Open the group page and click <span style="font-weight: bold;">Restore</span>.</li></ol>
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<p><a href="access_permissions.html">Access permissions in BRIX</a> / Access to app data</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Access to app data</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In BRIX, you can set up flexible access permissions for data stored in apps.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Depending on employees<span style="font-size: 15px; font-family: Inter;"></span> positions or roles, they can have different <a href="360007527512.html#assign" class="topiclink">types of access permissions</a> to app <span style="font-size: 15px; font-family: Inter;">data</span>. For example, a sales manager can create, edit, or delete items in the <a href="360012680899.html" class="topiclink">Deals</a> app, whereas a sales rep can only view them.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only users included in the<span style="font-weight: bold;"> </span><a href="360006871932.html" class="topiclink">Administrators</a> group can grant or restrict access in app settings.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Configure access</span></h2>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Please note that employees regularly working with an app should be granted access <a href="360009660872.html" class="topiclink">to the workspace</a> it belongs to and <a href="360009919211.html" class="topiclink">to the app</a> itself. Then they will be able to see all app items they have access to by opening the app in the left menu.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">If an employee needs one-time access to a specific app item, for example, within a business process task, they dont need access to the workspace and app. The employee will be able to open the app item page using a direct link, for example, from the task.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To manage access to app<span style="font-family: Inter;"> data:</span></p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Click the <img alt="app gear icon" width="19" height="20" style="margin:0;width:19px;height:20px;border:none" src="hmfile_hash_f96bd8e3.png"/><span class="f_ImageCaption"> </span>icon to the right of the app name and select <span style="font-weight: bold;">Access Settings</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="ACS 1" width="496" height="489" style="margin:0;width:496px;height:489px;border:none" src="hmfile_hash_c023cf8e.png"/></p>
<ol style="list-style-type:upper-roman" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">The <span style="font-weight: bold;">Access Settings</span> page will open. The default option is <span style="font-weight: bold;">All users have access to the App and all its items</span>. This means that all users can:</li></ol>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Create, view, edit, and delete app items.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">See folders of the <a href="folder_tree.html" class="topiclink">folder hierarchy</a> configured in the app and items included in them.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a href="360009264480.html" class="topiclink">Export</a> and <a href="360009354059.html" class="topiclink">import</a> app data.</li></ul>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="ACS 2" width="853" height="187" style="margin:0;width:853px;height:187px;border:none" src="hmfile_hash_a20e874b.png"/></h2>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">If you wish to configure access to app data for specific employees, select </span><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Restrict access to data</span><span style="font-size: 15px; font-family: Inter;">.</span></li></ol>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="limit" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Restrict access</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">When the <span style="font-weight: bold;">Restrict access to data </span>option is enabled, you can select users and specify which actions they are allowed to perform with app items.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="access-settings-3" width="682" height="386" style="margin:0;width:682px;height:386px;border:none" src="access-settings-3.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">You can restrict access to app data by selecting one of the following options:</span></p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a href="app-rights.html" class="topiclink">Restrict access to app</a>. The most general option. <span style="font-family: Inter;">The access permissions that you set up will be applied to all items in the app.</span></li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><span style="font-family: Inter;">Use this option if all data in the app can be available to all employees working with it. You can configure permissions based on the employees position. For example, all HR department employees can view job openings, but only the manager can create, edit, and delete them.</span></p>
<ol style="list-style-type:decimal">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;"><a href="folder-rights.html" class="topiclink">Restrict access to app folders</a>. If <a href="folder_tree.html" class="topiclink">folder hierarchy</a> is enabled in the app, you can configure different access settings for different app folders.</span></li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><span style="font-family: Inter;">Use this option if different employees should have access to data from different folders. For example, there can be two folders in the </span><span style="font-family: Inter; font-weight: bold;">Job Openings</span><span style="font-family: Inter;"> app: for management positions and other employees. Only the HR department manager works with the first folder, while the second one is available to all HR department employees.</span></p>
<ol style="list-style-type:decimal">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a href="element-right.html" class="topiclink">Restrict access to app items</a>.<span style="font-weight: bold;"> </span>The most specific option. <span style="font-family: Inter;">You can configure permissions individually for each app item and grant access to different users.</span></li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><span style="font-family: Inter;">Use this option when you need to set up specific permissions for each app item. For example, each sales rep in the sales department may only have access to the contracts they work with. Data from contracts is considered confidential and cannot be shown to any other employees. You can grant permission to view and edit a contract to its </span><span style="font-family: Inter; font-weight: bold;">Author</span><span style="font-family: Inter;"> and employees specified on the contract page as the </span><span style="font-family: Inter; font-weight: bold;">Superior</span><span style="font-family: Inter;"> and the </span><span style="font-family: Inter; font-weight: bold;">Approver</span><span style="font-family: Inter;">.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Please note that you can grant <a href="element-right.html#access" class="topiclink">temporary additional permissions</a> to specific app items to let users complete one-time tasks. This can be done:</span></p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">On app item pages.</span></li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">In business process settings.</span></li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The following options are available for each type of restriction:</span></p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Enable permission inheritance based on org chart subordination</span><span style="font-family: Inter;">. The option is enabled by default and allows all higher-ranking managers specified in the <a href="360003861992.html" class="topiclink">organizational chart</a> to have the same access to the app, its folders, and items as is granted to a subordinate.</span></li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><span style="font-family: Inter;">If your companys regulations require that employees work with confidential information to which third-party access must be restricted, disable this option. After that, supervisors will not have the same access rights as those granted to a subordinate.</span></p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">If access is denied, hide the list of users who can provide access rights</span><span style="font-family: Inter;">. By default, an employee without access rights sees a list of users with the privilege of granting rights when trying to open the page of an app item. To hide the list, enable this option.</span></li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Read more about different cases of restricting access to app data in <a href="rights-combinations.html" class="topiclink">Combinations of access permissions</a>.</span></p>
<h2 class="p_Heading2"><a id="assign" class="hmanchor"></a><span class="f_Heading2">Types of access permissions</span></h2>
<p class="p_Normal">You can grant the following permissions to users:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">View/Read</span>. The users can view and download the app item.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Create</span>.<span style="font-weight: bold;"> </span>The users can create new app items.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Edit</span>. The users can edit previously created app items and rename them. For <a href="360009923631.html" class="topiclink">Document type apps</a>, users will be able to add file versions, and <a href="approval-sheets.html#archive" class="topiclink">retrieve approval sheets from the archive</a>.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Delete</span>. The users can delete app items.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Assign Permissions</span>. The users can grant and restrict additional permissions to specific app items, as well as grant permissions to view an item when the user is mentioned in the associated activity stream. This option is not available for the <a href="element-right.html" class="topiclink">Restrict access to app items</a> option.</li><li style="line-height: 1.20;"><a id="processmanagement" class="hmanchor"></a><span style="font-family: Inter; font-weight: bold;">Process Management</span><span style="font-family: Inter;">. The users can interrupt business processes, view task pages, and reassign tasks.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Export</span><span style="font-family: Inter;">. The users can <a href="360009264480.html" class="topiclink">export</a> app items that they can view. This option is not available for specific app folders.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Import</span><span style="font-family: Inter;">. The users can <a href="360009354059.html" class="topiclink">import</a> data to the app. This option is not available for specific app folders.</span></li><li style="line-height: 1.20;"><span style="font-weight: bold;">Full Access</span>. All the actions mentioned above are allowed.</li></ul>
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<p>Low-code designer &gt; App builder / Counters</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Counters</span></h1>
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<p class="p_Normal" style="line-height: 1.20;"><span style="font-weight: bold;">Counters </span>are <span style="font-family: Inter;">sets of rules for generating serial numbers of app items. </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">For example, they can be used to <a href="360007679591.html#name_template" class="topiclink">generate item names by template</a>.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Counters can be configured for <a href="360007990371.html" class="topiclink">workspaces</a> and <a href="360006963072.html" class="topiclink">apps</a>. Workspace counters are used for continuous numbering of items stored in several apps within a workspace, whereas app counters are applied to items within one app.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">If a workspace counter is used for numbering in several apps, these apps cannot be exported individually.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="workspace" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Workspace counters</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">A counter created within a workspace allows for continuous numbering of items across multiple apps. To create a workspace counter:</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Click the gear icon next to the workspace name and select <span style="font-weight: bold;">Counters</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="counters 2" width="387" height="500" style="margin:0;width:387px;height:500px;border:none" src="hmfile_hash_312ca4fd.png"/></p>
<ol style="list-style-type:upper-roman" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">On the page that opens, click <span style="font-weight: bold;">+Counter</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="counters 3" width="543" height="151" style="margin:0;width:543px;height:151px;border:none" src="hmfile_hash_64447b18.png"/></p>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Fill out the fields:</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="counters_step_01" width="398" height="310" style="margin:0;width:398px;height:310px;border:none" src="counters_step_01.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Enter a name for the counter, for example, <span style="font-weight: bold;">Agreement counter</span>.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Start value</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Specify the value that numbering will start from, for example, <span style="font-weight: bold;">1</span>.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Step</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Specify the step with which the numbers will be assigned to the items. For example, if the step is <span style="font-weight: bold;">1</span>, numbers will be assigned in the following sequence: 1, 2, 3, 4, etc.</li></ul>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click <span style="font-weight: bold;">Create</span> to apply the changes.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="counters-4" width="622" height="229" style="margin:0;width:622px;height:229px;border:none" src="counters-4.png"/></p>
<ol style="list-style-type:upper-roman" start="4">
<li value="5" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Within the workspace, open the apps that you wish to link with continuous numbering. In the settings of each app, <a href="360007529451.html#specify-workspace-counter" class="topiclink">specify the created workspace counter</a>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To set different numbering for separate groups of apps, configure multiple counters in the workspace.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="app" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">App counters</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">A counter in an app assigns sequential numbers to items stored in the <span style="font-weight: bold;">Index</span> system field from the app context.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can configure:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">Numbering of items within one app.</li><li class="p_Normal">Continuous numbering for items in multiple apps within a single workspace.</li></ul>
<p class="p_Normal">To configure a counter:</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Click the gear icon next to the app name and select <span style="font-weight: bold;">Counter</span> in the menu.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="counter-4" width="456" height="481" style="margin:0;width:456px;height:481px;border:none" src="counter-4.png"/></p>
<ol style="list-style-type:upper-roman" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a id="specify-workspace-counter" class="hmanchor"></a>On the <span style="font-weight: bold;">App</span> tab, configure numbering of items in the current app.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="counters_step_02" width="471" height="318" style="margin:0;width:471px;height:318px;border:none" src="counters_step_02.png"/></p>
<ul style="list-style-type:disc">
<li class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #374151;">Step</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #ff0000;">*</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">. Specify the step with which numbers are assigned to items.</span></li><li class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #374151;">Next number</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">. The value from which numbering will start or continue. It can be changed.</span></li><li class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #374151;">Assign an index number when opening app creation form</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">. Enable this option so the number is assigned at the moment the item creation form is opened, not after saving it. For example, to ensure the item name, including its number, is formed immediately and does not change after saving. The number is considered used, even if the user closed the creation form. Therefore, enabling this setting may result in gaps in numbering.</span></li></ul>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">Click the </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #374151;">Workspace</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;"> tab to configure continuous numbering of items across multiple apps within a single workspace:</span></li></ol>
<ul style="list-style-type:disc">
<li class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #374151;">Counter</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #ff0000;">*</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">. Specify the counter created for the workspace. Its settings will be used for the numbering of items in the app.</span></li></ul>
<ul style="list-style-type:disc">
<li class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #374151;">Assign an index number when opening item creation form</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">. Enable this option so the number is assigned at the moment the item creation form is opened, not after saving it. The number is considered used, even if the user closed the creation form. Therefore, enabling this setting may result in gaps in the numbering.</span></li></ul>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">Click </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #374151;">Save</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">.</span></li></ol>
<p class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">The counter settings will be applied for all subsequently created items.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Edit counter settings</span></h2>
<p class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">After saving the settings, sequential numbers are automatically assigned to app items. You can edit a counter.</span></p>
<p class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">For the app, change the settings as described in the <a href="360007529451.html#app" class="topiclink">App counters</a> section.</span></p>
<p class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">To edit the counter created for a workspace, click the gear icon next to the workspace name and select </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #374151;">Counters</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">. Open the counter from the list, edit its name and step, then click </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #374151;">Save</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">.</span></p>
<p class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">The new settings will be applied for assigning numbers to new items.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Set the next value</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can manually set the sequential number from which numbering will continue. For example, to reset the numbering, you can set the value to <span style="font-weight: bold;">1</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">For an app counter, go to its <a href="360007529451.html#app" class="topiclink">settings</a>, and in the <span style="font-weight: bold;">Next number</span> field, click <span style="font-weight: bold;">Change</span>. Enter the new value and save the settings.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">For the workspace, go to the <a href="360007529451.html#workspace" class="topiclink">list of counters</a>. Next to the counter name, click the three dots icon and select <span style="font-weight: bold;">Set Next Value</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="counters-8" width="819" height="330" style="margin:0;width:819px;height:330px;border:none" src="counters-8.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the window that opens, enter the desired next number and click <span style="font-weight: bold;">Set</span> to apply the changes.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="counters-9" width="404" height="194" style="margin:0;width:404px;height:194px;border:none" src="counters-9.png"/></p>
<p class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #374151;">Continuous numbering of items will continue from the specified value.</span></p>
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<p>Low-code designer &gt; App builder / App item name</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">App item name</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a href="360016427291.html" class="topiclink">App items</a> are entries with a specific set of fields. Items are displayed on the app page. Item names can be specified <a href="360007679591.html#d0bad0bbd18ed187d0b5d0b2d0b0d18f_d0bfd0b5d180d0b5d0bcd0b5d0bdd0bdd0b0d18f" class="topiclink">manually</a> or generated from a <a href="360007679591.html#name_template" class="topiclink">template</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="item name 1" width="913" height="392" style="margin:0;width:913px;height:392px;border:none" src="hmfile_hash_3852b880.png"/></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only users included in the <a href="360006871932.html#administrator" class="topiclink">Administrators</a><span style="font-weight: bold;"> </span>group<span style="font-weight: bold;"> </span>can configure item name settings.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="d0bcd0b5d0bdd18e_d0bdd0b0d0b7d0b2d0b0d0bdd0b8d0b5" class="hmanchor"></a><span style="font-family: Inter;">To configure the way app items are named, click the</span> <img alt="app gear icon" width="21" height="22" style="margin:0;width:21px;height:22px;border:none" src="hmfile_hash_f96bd8e3.png"/> <span style="font-family: Inter;">icon next to the apps name and select </span><span style="font-family: Inter; font-weight: bold;">Item Name</span><span style="font-family: Inter;">.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="item_name" width="543" height="412" style="margin:0;width:543px;height:412px;border:none" src="item_name.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="ways" class="hmanchor"></a>In the opened window, select one of the two options: <span style="font-weight: bold;">Key variable</span> or <span style="font-weight: bold;">Generated from template</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="d0bad0bbd18ed187d0b5d0b2d0b0d18f_d0bfd0b5d180d0b5d0bcd0b5d0bdd0bdd0b0d18f" class="hmanchor"></a><img alt="item name 3" width="680" height="327" style="margin:0;width:680px;height:327px;border:none" src="hmfile_hash_843139f2.png"/></p>
<h2 class="p_Heading2"><span class="f_Heading2">Key variable</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">Select this option if you want users to enter the name of each item manually.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">A key variable is a required field marked with the </span><img alt="key" width="22" height="23" style="margin:0;width:22px;height:23px;border:none" src="key.png"/> i<span style="font-family: Inter;">con on the creation form, for example, it can be called </span><span style="font-family: Inter; font-weight: bold;">Name</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="item name 4" width="866" height="452" style="margin:0;width:866px;height:452px;border:none" src="hmfile_hash_17532c34.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">This field is set when creating the app and displayed on the app item form if the </span><span style="font-family: Inter; font-weight: bold;">Key variable </span><span style="font-family: Inter;">option is selected.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">When creating a new item, the user fills out this field manually. Its value is used as the item name that is displayed on the item page and app page.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="name_template" class="hmanchor"></a><img alt="item name 5" width="876" height="452" style="margin:0;width:876px;height:452px;border:none" src="hmfile_hash_59908baf.png"/></p>
<h2 class="p_Heading2"><span class="f_Heading2">&nbsp;</span></h2>
<h2 class="p_Heading2"><span class="f_Heading2">Generated from template</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">If you select this option, item names will be generated automatically based on the template you set.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In a template, you can use app fields, their nested properties, as well as functions, conditions, and any additional text.</span></p>
<h3 class="p_Heading3"><span class="f_Heading3">Add properties to the template</span></h3>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">To add context variables to the template, click </span><span style="font-family: Inter; font-weight: bold;">{+}</span><span style="font-family: Inter;"> in the right corner of the </span><span style="font-family: Inter; font-weight: bold;">Generated from template </span><span style="font-family: Inter;">field and select the properties you need from the drop-down list.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="item name 6" width="679" height="580" style="margin:0;width:679px;height:580px;border:none" src="hmfile_hash_0fd4adea.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Here you can select both from the system fields, which are the same in all apps, and from the custom fields added to the app when configuring its</span> <a href="360009918011.html" class="topiclink">form</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="item name 7" width="220" height="443" style="margin:0;width:220px;height:443px;border:none" src="hmfile_hash_fe59df43.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="system_fields" class="hmanchor"></a><span style="font-weight: bold;">System fields</span>:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Identifier</span>. <span style="font-family: Inter;">The items ID.</span> It is used for <a href="360009921431.html" class="topiclink">integrating</a> BRIX with third-party systems.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Index Number</span>. The serial number of an app item, for example, a contract. The index number is given according to <a href="360007529451.html" class="topiclink">counter</a> settings.</li><li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Created</span><span style="font-family: Inter;">.The creation date of the item. By default, the full date is specified in the following format: </span>20250405<span style="font-family: Inter;"> 10:56:06 +0000 UTC. You can change the date format using the</span> <a href="360027003711.html#date_time_function" class="topiclink">DateTime()</a> function.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Author</span>.<span style="font-weight: bold;"> </span><span style="font-family: Inter;">The first and last name of the user who created the app item. This field has such nested properties as </span><span style="font-family: Inter; font-weight: bold;">Full Name</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Email</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Hire Date</span><span style="font-family: Inter;">, and </span><span style="font-family: Inter; font-weight: bold;">Birthday</span><span style="font-family: Inter;">. They can also be used in the template, for example, to specify only the last name of the user instead of their full name.</span></li><li style="line-height: 1.20;"><span style="font-weight: bold;">Changed on</span>. <span style="font-family: Inter;">The change date of the item. By default, the full date is specified. You can change the date format using the</span> <code><b>DateTime()</b></code><span style="font-size: 13px;"> </span>function.</li><li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Editor</span>.<span style="font-weight: bold;"> </span><span style="font-family: Inter;">The first and last name of the user who was the last to edit the app item. This field has the same nested properties as the </span><span style="font-family: Inter; font-weight: bold;">Author</span><span style="font-family: Inter;">.</span></li><li style="line-height: 1.20;"><span style="font-weight: bold;">Deleted</span>. <span style="font-family: Inter;">The date the item was </span><code><b>DateTime()</b></code><span style="font-size: 13px;"> </span><span style="font-family: Inter;">deleted. By default, the full date is specified. You can change the date format using the </span> function. <span style="font-family: Inter;">If you add this field to the template, the deletion date will be added to the items name when it is deleted. You will see it in search results if you apply the </span><span style="font-family: Inter; font-weight: bold;">Removed</span><span style="font-family: Inter;"> filter.</span></li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">&nbsp;</p>
<h3 style="line-height: 1.20;"><a id="conditions-and-functions" class="hmanchor"></a><span class="f_Heading3">Add conditions and functions to the template</span><span style="font-weight: bold; color: #0a141e;"> &nbsp;</span></h3>
<p style="line-height: 1.20;">Apart from context variables, you can use conditions and functions in you app name template to make the name more informative.</p>
<p style="line-height: 1.20; margin: 16px 0 0 0;">For example, use the <a href="360027003711.html#date_time_function" class="topiclink">DateTime</a> function to add the date and time to the name. To add the function, click <span style="font-weight: bold;">f(x)</span> in the right corner of the <span style="font-weight: bold;">Generated from template</span> field. See <a href="360007679591.html#date_time" class="topiclink">below</a> for more information on using the DateTime function.</p>
<p style="line-height: 1.20; margin: 16px 0 0 0;">To create an even more informative name, you can include other functions by typing them in the <span style="font-weight: bold;">Generated from template</span> field. For example, you can format the string variables to change the name from singular to plural. To see the full list of functions and examples of how to use them, go to <a href="360027003711.html" class="topiclink">Template syntax</a>.</p>
<p style="line-height: 1.20; margin: 16px 0 16px 0;">Use conditions to add rules for how the item name is generated. Lets say you have added the <span style="font-weight: bold;">Priority</span> property to the app context. If when creating a new app item you set this property to <span style="font-weight: bold;">Yes</span>, the word <span style="font-weight: bold;">Urgent</span> will be added to the items name. To learn more about using conditions in templates, see <a href="360027003711.html#if" class="topiclink">Template syntax</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="date_time" class="hmanchor"></a></p>
<h2 class="p_Heading2"><span class="f_Heading2">DateTime() function</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">T<span style="font-family: Inter;">o add the </span><code><b>DateTime()</b></code><span style="font-family: Inter;"> function to the template, </span>click <span style="font-weight: bold;">f(x)</span> i<span style="font-family: Inter;">n the right corner of the </span><span style="font-family: Inter; font-weight: bold;">Generated from template</span><span style="font-family: Inter;"> field. </span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="item name 8" width="649" height="270" style="margin:0;width:649px;height:270px;border:none" src="hmfile_hash_97c84e2a.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">It is used to change the date format in the </span><span style="font-family: Inter; font-weight: bold;">Created on</span><span style="font-family: Inter;">,</span><span style="font-family: Inter; font-weight: bold;"> Changed</span><span style="font-family: Inter;">, and </span><span style="font-family: Inter; font-weight: bold;">Deleted</span><span style="font-family: Inter;"> fields.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">By default, these dates are displayed in the full format, specifying the year, month, date, and the exact time. To change the format, add the </span><code><b>DateTime()</b></code><span style="font-family: Inter;"> function to the template and insert the field you need to add instead of the underscore symbol.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="item name 9" width="702" height="100" style="margin:0;width:702px;height:100px;border:none" src="hmfile_hash_d69f1236.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Now you can specify the desired date format by typing it in quotes of the following types: </span><span style="background-color: #ffffff;">&quot; &quot;, « », “ “, ” ”, ' '.</span><span style="font-family: Inter;"> For example, if you want to specify only the day, the month, and the year, manually change the format to </span><code><b>{DateTime("DD-MM-YYYY",_)}:</b></code>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="item name 10" width="702" height="100" style="margin:0;width:702px;height:100px;border:none" src="hmfile_hash_463c879b.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In this case, an item name will look like this:</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="item name 11" width="226" height="96" style="margin:0;width:226px;height:96px;border:none" src="hmfile_hash_714052fb.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Read more about the </span><code><b>DateTime()</b></code><span style="font-family: Inter;"> function in the <a href="360027003711.html#date_time_function" class="topiclink">Template syntax</a> article.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">After you add all the fields and click </span><span style="font-family: Inter; font-weight: bold;">Save</span><span style="font-family: Inter;">, the item name template will be created. Names for items will be generated based on the values of the variables you added to it.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Change the naming method</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can change the selected naming method. In the app menu, select <a href="360007679591.html#d0bcd0b5d0bdd18e_d0bdd0b0d0b7d0b2d0b0d0bdd0b8d0b5" class="topiclink">Item Name</a> and choose the desired method.</p>
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<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">If you select </span><span style="font-family: Inter; font-weight: bold;">Generated from template</span><span style="font-family: Inter;">, names created manually earlier will remain the same. They will change according to the template after the items are edited.</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">If you select </span><span style="font-family: Inter; font-weight: bold;">Key variable</span><span style="font-family: Inter;">, the</span> <a href="360007679591.html#ways" class="topiclink">key variable</a> <span style="font-family: Inter;">field will be added to the app form. In this field, you will be able to manually edit names generated from template or leave them without changes.</span></li></ul>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">App settings</span></h1>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In the app settings, you can change the app name, describe its purpose, or select a different icon for it. You can also edit the name of app items, change item layout, and enable bulk actions with app items.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group can edit app settings.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To manage app settings:</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click the <img alt="app gear icon" width="22" height="23" style="margin:0;width:22px;height:23px;border:none" src="hmfile_hash_f96bd8e3.png"/><span class="f_ImageCaption"> </span>icon <span style="font-family: Inter;">to the right of an apps name and select </span><span style="font-family: Inter; font-weight: bold;">App Settings</span><span style="font-family: Inter;">.</span></li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="ApS 1" width="508" height="423" style="margin:0;width:508px;height:423px;border:none" src="hmfile_hash_ac3a56d4.png"/></p>
<ol style="list-style-type:decimal" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a id="settings" class="hmanchor"></a><span style="font-family: Inter;">Change the settings in the opened window, which is similar to the <a href="360007235031.html#add_app" class="topiclink">app creation window</a>.</span></li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app_settings_01" width="713" height="833" style="margin:0;width:713px;height:833px;border:none" src="app_settings_01.png"/></p>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">App Name</span><span style="font-weight: bold; color: #ff0000;">*</span>. Edit the app name.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Description</span>. Specify the tooltip text. It will appear when a user working with the workspace hovers the mouse over the app name.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">App URL</span>. The link is formed when <span style="color: #0000ff;"><a href="360007235031.html#add_app" class="topiclink">creating the app</a></span>. It cannot be changed.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Item Name</span>. Specify the value that will be displayed on the <span style="font-weight: bold;">+Item Name</span> button on the app page, as well as in the name of the forms for creating and editing the item.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">App Icon</span>. Change the app icon in the left menu of the workspace by selecting an option from the drop-down list.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Forbid simultaneous editing of items</span>. Check this option to prevent multiple users from making changes to item data in <span style="color: #0000ff;"><a href="360016427291.html#edit" class="topiclink">edit mode</a></span>. The option does not block simultaneous editing of the item by other methods: during the business process, using scripts and <span style="color: #0000ff;"><a href="https://api.brix365.com/en/" target="_blank" class="weblink">Web API</a></span>, or through bulk editing.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Bulk actions</span>. Enable this option to be able to apply <span style="color: #0000ff;"><a href="mass_actions.html" class="topiclink">bulk actions</a></span> to items in the app: edit and delete them, change their status, or start business processes with several app items.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">View</span>. Specify the app item view. Two options are available: <span style="color: #0000ff;"><a href="360009923311.html#table" class="topiclink">table</a></span> or <span style="color: #0000ff;"><a href="360009923311.html#tiles" class="topiclink">tiles</a></span>.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Additional Parameters</span>. Click on the link to open the list of parameters used in scripts. You can read more about their use in the <span style="color: #0000ff;"><a href="360009207779.html" class="topiclink">Additional parameters</a></span> article.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Show the number of items in the search field</span>. Select how many items will be displayed in the search field on the app page. The available options are:</li></ul>
<ul style="list-style-type:disc"><ul style="list-style-type:circle">
<li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Exact</span>. This option shows the exact number of items created or matching the search parameters.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Approximate</span>. This option shows the approximate number of items with a ~ sign. It is recommended for apps with a large number of items where the value changes rarely.</li><li style="text-align: justify; line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Do not show</span>. The search bar does not show the number of existing or found items. Enable this option to make the result of the item search load faster.</li></ul></li></ul>
<ol style="list-style-type:decimal" start="3">
<li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">When you finish, click the <span style="font-weight: bold;">Save </span>button.</li></ol>
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<p>Low-code designer &gt; Workspace / Export a workspace</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Export a workspace</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can export a <a href="360007990371.html" class="topiclink">workspace</a><span style="font-weight: bold;"> </span>from one company to another or upload it to the BRIX Store<span style="font-weight: bold;"> </span>catalog.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Please note that:</p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">You cannot export a <a href="360007990371.html" class="topiclink">workspace</a> linked to global system objects, namely to other <a href="360007990371.html" class="topiclink">workspaces</a>, <a href="360006963072.html" class="topiclink">apps</a>,<span style="font-weight: bold;"> </span>or <a href="360008121732.html" class="topiclink">business processes</a>.</li></ul>
<ul style="list-style-type:disc">
<li class="p_Normal">You can export a built-in workspace:</li></ul>
<ul style="list-style-type:circle"><ul style="list-style-type:circle">
<li class="p_Normal">Entirely.</li><li class="p_Normal">Entirely as part of a solution. You can add an entire workspace with all of its apps, business processes and widgets associated with the workspace to one solution only.</li><li class="p_Normal">Add some of the workspace<span style="color: #202122; background-color: #ffffff;"></span>s apps to a solution. In this case, the processes and widgets (both built-in and custom ones) associated with the workspace are not exported.</li></ul></li></ul>
<p class="p_Normal" style="margin: 0 0 0 37px;">You can learn more about the details of exporting built-in workspaces in <a href="system-workspaces.html#export_built_in" class="topiclink">Built-in workspaces</a>. </p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Using <code><b>Global</b></code> or <code><b>Namespace</b></code> constants in scripts restricts the export of system components. Read more about it in the <a href="global-constants.html#export" class="topiclink">Global constants in scripts</a> article.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">When you export a workspace, you export:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><a href="360009661232.html" class="topiclink">Its business processes</a> and <a href="360009921131.html" class="topiclink">apps</a>.</li><li style="line-height: 1.20;"><a href="360007799052.html" class="topiclink">Left menu settings</a>.</li><li style="line-height: 1.20;"><a href="360009920611.html" class="topiclink">Statuses</a> and <a href="360009669952.html" class="topiclink">filters</a>, configured in the apps.</li><li style="line-height: 1.20;"><a href="360007529451.html" class="topiclink">Counters</a>.</li><li style="line-height: 1.20;"><a href="360007331871.html" class="topiclink">Groups and roles</a>.</li><li style="line-height: 1.20;"><a href="360009918011.html" class="topiclink">Forms</a> and context variables, used in business processes.</li><li style="line-height: 1.20;"><a href="360019228531.html" class="topiclink">Button settings</a> from the apps.</li><li style="line-height: 1.20;">global settings of <a href="360009923311.html" class="topiclink">app item view</a>.</li><li style="line-height: 1.20;">Hidden apps, <a href="360009924451.html" class="topiclink">pages</a>, and <a href="360009672852.html" class="topiclink">separators</a>.</li><li style="line-height: 1.20;"><a href="contract.html" class="topiclink">Contracts</a> and those of their <a href="add-contract-source.html" class="topiclink">source apps</a> included in the exported workspace.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">All these elements will be imported with the workspace to another company or uploaded to <span style="font-weight: bold;">BRIX Store</span>.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Start export</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To start exporting a workspace, click <img alt="workspace gear 1" width="15" height="17" style="margin:0;width:15px;height:17px;border:none" src="hmfile_hash_85b98ea9.png"/> next to its name and select <span style="font-weight: bold;">Export Workspace</span>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only the users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group can export workspaces.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span class="f_ImageCaption"> <img alt="wksp_export" width="293" height="484" style="margin:0;width:293px;height:484px;border:none" src="wksp_export.png"/></span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Next, in the window that opens, click <span style="font-weight: bold;">Start Export</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="exworskpace_01" width="536" height="282" style="margin:0;width:536px;height:282px;border:none" src="exworskpace_01.png"/></p>
<h3 class="p_Heading3"><span class="f_Heading3">Step 1: Workspace checking</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">At the first export step, the workspace is checked for links between the exported workspace and global objects of the system.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If such links are detected, a corresponding notification will be displayed. You will not be able to export the workspace until the links are removed manually. In case you need to keep the link to other components, we recommend that you export the workspace as part of a <a href="export-solution-file.html" class="topiclink">solution</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You will also see a warning if scripts within a workspace have <a href="optional-dependencies.html" class="topiclink">optional dependencies</a> on other workspaces or modules. Such dependencies do not prevent export, but the correct work of the scripts is not guaranteed when importing the workspace later.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="exworskpace_02" width="643" height="418" style="margin:0;width:643px;height:418px;border:none" src="exworskpace_02.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If there are no links to global system objects, the following notification will be displayed:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="EW 3" width="536" height="245" style="margin:0;width:536px;height:245px;border:none" src="hmfile_hash_9e501868.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To continue export, click <span style="font-weight: bold;">Next</span>.</p>
<h3 class="p_Heading3"><span class="f_Heading3">Step 2: Select an export option</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">At this step, choose a workspace export option: <span style="font-weight: bold;">Export to BRIX Store</span> or <a href="360007722171.html#export_in_file" class="topiclink">Export to File</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The further steps depend on the option you select. </p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Export to a file</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="export_in_file" class="hmanchor"></a>To export a workspace as a file, click <span style="font-weight: bold;">Export to File</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="exworskpace_03" width="660" height="350" style="margin:0;width:660px;height:350px;border:none" src="exworskpace_03.png"/></p>
<h3 class="p_Heading3"><span class="f_Heading3">Step 3: Enter information about the workspace</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the opened window, fill in the fields:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="ew 11" width="528" height="426" style="margin:0;width:528px;height:426px;border:none" src="hmfile_hash_c6b54e01.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>The workspace name.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Description</span>. A description of the features and specifics of the workspace.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace Apps</span>. The list of <a href="360006963072.html" class="topiclink">apps</a> included in the workspace. If necessary, you can add short descriptions for the apps.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To continue exporting, click <span style="font-weight: bold;">Next</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The workspace will be exported to a file.<span style="font-weight: bold;"> </span>To save the file to your PC, click on the link in the opened window.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="EW 13" width="507" height="269" style="margin:0;width:507px;height:269px;border:none" src="hmfile_hash_0f6c61a6.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Later you will be able to <a href="360006887271.html#file" class="topiclink">import</a> the file to another Company.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="export_in_store" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Export to </span><span class="f_Heading2">BRIX Store</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To submit a workspace to the official <span style="font-weight: bold;">BRIX Store</span>, click <span style="font-weight: bold;">Export to BRIX Store</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="exworskpace_04" width="618" height="322" style="margin:0;width:618px;height:322px;border:none" src="exworskpace_04.png"/></p>
<h3 class="p_Heading3"><span class="f_Heading3">Step 3: Enter information about the workspace</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the opened window, fill in the fields:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="EW 6" width="514" height="558" style="margin:0;width:514px;height:558px;border:none" src="hmfile_hash_12ff78e4.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>The name of the workspace which will be displayed in the official <span style="font-weight: bold;">BRIX Store</span> catalog.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Description</span>.<span style="font-weight: bold;"> </span>A description of the features and specifics of the workspace.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Screenshots</span>. Attach the workspace<span style="font-weight: bold;"> </span>screenshots that can illustrate its capabilities. </li><li style="line-height: 1.20;"><span style="font-weight: bold;">Link to video</span>. If necessary, add a link to a video, which demonstrates how to work with this workspace.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Language</span>. Select the language used in the workspace from the drop-down list. The default language is <span style="font-weight: bold;">English</span>.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Category</span>. Select the categories, to which the workspace belongs. </li><li style="line-height: 1.20;"><span style="font-weight: bold;">Versions</span>. If you are exporting a new version of a workspace which is already published in BRIX Store, check the box <span style="font-weight: bold;">This is a new version of a Workspace that already exists in BRIX Store</span>. In the opened window, specify the URL of the existing workspace.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace Apps</span>. This unit contains all the <a href="360006963072.html" class="topiclink">apps</a>, <a href="360009925031.html" class="topiclink">links</a>, <a href="360009924451.html" class="topiclink">pages</a>, and <a href="360009672852.html" class="topiclink">separators</a>, included in the workspace. If necessary, you can add short descriptions for these elements.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To continue exporting, click <span style="font-weight: bold;">Next</span>.</p>
<h3 class="p_Heading3"><span class="f_Heading3">Step 4: Sign in to BRIX Store</span><span class="f_Heading2"> </span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Sign in with your login and password. If you don't have an account in <span style="font-weight: bold;">BRIX Store</span>, click <span style="font-weight: bold;">Register</span> to create one.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="exworskpace_05" width="1108" height="597" style="margin:0;width:1108px;height:597px;border:none" src="exworskpace_05.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Check your <span style="font-weight: bold;">Company </span>information. If it is correct, click <span style="font-weight: bold;">Publish</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If the workspace is published successfully, you will see a corresponding notification.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After that, the workspace<span style="font-weight: bold;"> </span>will be checked by a moderator and published in the official <span style="font-weight: bold;">BRIX Store</span> catalog.</p>
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<p>Low-code designer &gt; Workspace / Arrange workspaces in the menu</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Arrange workspaces in the menu</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Workspaces can be hidden from the left menu of the <a href="360016631091.html" class="topiclink">main page</a> and rearranged. You can also delete workspaces and restore them from the Recycle Bin.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only the users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group can configure the display of workspaces. If users are given <a href="360016488432.html#menu" class="topiclink">permissions to customize the menu</a>, they can rearrange the workspaces in their left menu.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание&nbsp;</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To do that, click the <img alt="settings_icon" title="settings_icon" width="23" height="23" style="margin:0;width:23px;height:23px;border:none" src="settings_icon.png"/>icon at the bottom of the left menu on the main page.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="DOW" width="85" height="268" style="margin:0;width:85px;height:268px;border:none" src="dow.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Workspace and Solution Settings</span> window will open. It consists of three tabs: <span style="font-weight: bold;">Active Workspaces</span>, <span style="font-weight: bold;">Recycle Bin</span>,<span style="font-weight: bold;"> Solutions.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Active Workspaces</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">The <span style="font-weight: bold;">Active Workspaces</span> tab displays all the <span style="font-weight: bold;">Workspaces</span> available to users.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"> On this tab, you can:</p>
<ol style="list-style-type:decimal">
<li value="1" style="line-height: 1.20;">Rearrange the <a href="360007990371.html" class="topiclink">Workspaces</a>, <a href="360009925031.html" class="topiclink">links</a>, and <a href="360009924451.html" class="topiclink">pages</a><span style="font-weight: bold;"> </span>in the left menu using drag-and-drop.</li><li value="2" style="line-height: 1.20;">Remove a workspace from the left menu by clicking <span style="font-weight: bold;">Hide. </span>Note that a hidden workspace will still be available via a direct link.</li><li value="3" style="line-height: 1.20;">Delete a workspace, link, or page. Deleted items are moved to the <span style="font-weight: bold;">Recycle Bin</span> and become unavailable to users. Note that built-in workspaces (<span style="font-weight: bold;">Live Chats, Document categorization</span>,<span style="font-weight: bold;"> CRM</span>,<span style="font-weight: bold;"> System apps</span>) cannot be deleted but can be hidden.</li></ol>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Recycle Bin</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">The <span style="font-weight: bold;">Recycle Bin</span> tab displays deleted <a href="360007990371.html" class="topiclink">Workspaces</a>, <a href="360009925031.html" class="topiclink">links</a>, <a href="360009924451.html" class="topiclink">pages</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="wsp_solution_settings_2" width="586" height="472" style="margin:0;width:586px;height:472px;border:none" src="wsp_solution_settings_2.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can always restore deleted menu items by clicking <span style="font-weight: bold;">Restore</span> next to the item's name. After that, it will appear on the <span style="font-weight: bold;">Active Workspaces </span>tab as well as in the left menu and will become available to users.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">&nbsp;</p>
<h2 class="p_Heading2"><span class="f_Heading2">Solutions</span></h2>
<p class="p_Normal" style="line-height: 1.36;">On the <span style="font-weight: bold;">Solutions</span> tab, <span style="font-size: 15px; color: #394149;">you can create, download or upload a solution. To learn more, see </span><span style="font-size: 15px; color: #394149;"><a href="solution.html" class="topiclink">Solutions</a></span><span style="font-size: 15px; color: #394149;">.</span></p>
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<p class="p_Normal" style="line-height: 1.36; margin: 11px 0 0 0;"><span style="font-size: 15px; color: #394149;">Add a solution, upload it to the system and complete all the necessary settings such as assigning roles to employees.</span></p>
<p class="p_Normal" style="line-height: 1.36; margin: 11px 0 11px 0;"><img alt="wsp_solution_settings4" width="697" height="300" style="margin:0;width:697px;height:300px;border:none" src="wsp_solution_settings4.png"/></p>
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<p>Low-code designer &gt; Workspace / What is a workspace</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">What is a workspace</span></h1>
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<p class="p_Normal"><span style="font-weight: bold;">Workspaces</span> comprise of <a href="360006963072.html" class="topiclink">apps</a> related to the same topic. They are located in the left menu and are intended for specific activities of a company, such as personnel management, finance, records management, and so on. </p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">For instance, the <span style="font-weight: bold;">Finance</span> workspace may include such apps as <span style="font-weight: bold;">Invoices</span> and <span style="font-weight: bold;">Cash Requests</span>. The <span style="font-weight: bold;">Document Management</span> workspace may consist of <span style="font-weight: bold;">Contracts</span>, <span style="font-weight: bold;">Memos</span>, and <span style="font-weight: bold;">Acceptance Certificates</span> apps.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Apart from apps, workspaces have <a href="360009924451.html" class="topiclink">pages</a>, <a href="360009925031.html" class="topiclink">links</a>, <a href="360007529451.html" class="topiclink">counters</a>, and <a href="360009672852.html" class="topiclink">separators</a>. <a href="360009661232.html" class="topiclink">Business processes associated with a workspace</a> connect apps of this workspace. </p>
<p class="p_Normal">Also, in a workspace you can create an <a href="service-portal.html" class="topiclink">external portal</a> and use it to collaborate with <a href="external-users.html" class="topiclink">external users</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">With the <a href="360007799052.html" class="topiclink">Configure Workspaces</a> option, you can change the order of workspaces in the left menu.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="workspace-1" width="818" height="416" style="margin:0;width:818px;height:416px;border:none" src="workspace-1.png"/></p>
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<p>Business process designer / Introduction to business processes</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Introduction to business processes</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The activities of any company can be viewed as a set of business processes. In order to manage the compan<span style="font-family: Inter;">ys</span> work, you need to be able to describe, perform, monitor, and improve these processes.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">What is a process</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">There are many definitions of this concept. We will use the following one:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A <span style="font-weight: bold;">business process</span> is a regularly recurring sequence of interrelated actions aimed at creating a certain product or service for <span style="font-family: Inter;">customers. Note that by customers, we mean both internal and external ones.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Consider the following example. A bank provides loans to its clients. This is a business process with an external customer. When the same bank recruits a loan specialist, the customer will be the head of the department looking for a new employee. A business process like this satisfies the internal needs of the company.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Why we need to describe processes</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Any organization has regulations and procedures that arrange and monitor the activities of employees. However, these regulations are often unclear and complicated for new hires. Apart from that, it can be difficult for managers to track the implementation of these regulations. This results in lower employee performance and decreases the whole company<span style="font-family: Inter;">s</span> efficiency.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Business processes help you solve the problems mentioned above. By describing all procedures in the company in the form of business processes, you will make them transparent and understandable. Moreover, when describing processes, you might find some unnecessary operations that consume a lot of time and money and exclude them from the processes. By optimizing and improving business processes, you can improve the efficiency of the company.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">How to describe processes</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Processes can be described in the form of job instructions, but it<span style="font-family: Inter;"></span>s preferable to use special notations. BRIX is based on the BPMN 2.0 notation. It allows not only describing the sequence of operations in a process but also defining its participants. This is undoubtedly one of the main advantages of the BPMN notation.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A business process in BPMN is a diagram. Each process participant is represented as a rectangle shape, or a <a href="360012263032.html" class="topiclink">swimlane</a>. All <a href="360012495611.html" class="topiclink">tasks</a> and <a href="360012496011.html" class="topiclink">events</a> the process participant is responsible for are placed inside their swimlane.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Below is an example of a purchase process in BRIX:</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="360019035751-mceclip0" width="680" height="400" style="margin:0;width:680px;height:400px;border:none" src="360019035751-mceclip0.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Benefits</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">This approach allows representing the company<span style="font-family: Inter;"></span>s operations as a chain of interrelated business processes rather than work of separate departments. Each step in this chain can be optimized so that it brings added value to customers and, consequently, ensures your competitive advantage.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In addition, business processes define ways that different departments can work together more effectively to achieve the company<span style="font-family: Inter;">s</span> goals. They clearly define the roles and responsibilities of each participant in the process. Different departments do not need to compete for the same resources. As part of one process, they work together to achieve better results and increase productivity.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The described processes are easy to change and improve. Since the process is transparent and streamlined, it is easy to understand at what stage the improvement is needed, and what needs to be changed. A company that is able to quickly adapt to the changing market gains a competitive advantage.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Finally, described processes can be automated with the help of such BPM systems as BRIX. Automation allows you to reduce risks associated with human errors, save time and increase productivity. All tasks will be assigned to employees automatically, in the order specified on the diagram. This means that all steps of a process will be completed, and you will get a predictable and high-quality outcome.</p>
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<p>System settings / Additional parameters&nbsp;</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Additional parameters</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In this section, you can add and store parameters and then use them in business process <a href="360027203731.html" class="topiclink">scripts</a>. Unlike <a href="process_context.html" class="topiclink">context variables</a> whose values change from instance to instance, parameters remain unchanged for all process instances. You can also use such parameters in server-side <a href="client_server_scripts.html" class="topiclink">widget scripts</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">All parameters are stored in one place. This means that in the future if you need to change a parameter, it won<span style="font-family: Inter;"></span>t require you to rewrite all scripts that access it. It will suffice to edit the data in the <span style="font-weight: bold;">Additional Parameters</span> section.<span class="f_ImageCaption"> <img alt="AP1" width="1082" height="348" style="margin:0;width:1082px;height:348px;border:none" src="ap1.png"/></span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;примера</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Example</span></p>
<p style="line-height: 1.20;">Suppose a company accepts orders from customers through a website. The website is integrated with <span style="font-size: 13px;">BRIX</span>. This allows exchanging information about order updates with the website, and customers are always aware of the progress on their orders.</p>
<p style="line-height: 1.20;">Such integration is implemented with a script. To ensure correct script operation, you need to specify the website address and token for authorization. No matter how many process instances there are, these parameters will remain unchanged. In addition, if the company decides to create another business process and set up integration with the website, the same parameters will be reused.</p>
<p style="line-height: 1.20;">Given this, it is convenient to store the site address and token in the <span style="font-weight: bold;">Additional Parameters</span> section. If the website address or token changes, the company employees won<span style="font-family: Inter;"></span>t have to check all the scripts in the processes. It will be enough to change the parameter in the <span style="font-weight: bold;">Additional Parameters</span> section.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;примера</span></p>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<h2 class="p_Heading2"><a id="parameter-types" class="hmanchor"></a><span class="f_Heading2">Types of parameters </span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Parameters can be divided into two groups:</p>
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<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Global parameters</span>. These parameters are set at the company level and are always accessible in company processes and widgets created at the company level. You can also use them when creating scripts in &nbsp;any <a href="360007990371.html" class="topiclink">workspace</a> or <a href="360006963072.html" class="topiclink">app</a> after enabling the <code><b>Global</b></code> constant setting. Please note that in this case, you will not be able to export such workspace or app.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Workspace parameters</span>. These parameters are set at the workspace level. &nbsp;Workspace parameters are always accessible from the workspace processes. In addition, these parameters can be applied in the app business processes, after enabling the <code><b>Namespace</b></code> constant setting.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">App parameters</span>. These parameters are defined at the app level and are accessible in processes and widgets created at the app level.</li></ul>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Using <code><b>Global.params</b></code> or<span style="font-size: 15px; font-family: Inter; color: #212529; background-color: #ffffff;">&nbsp;</span><code><b>Namespace.params</b></code> constants in scripts restricts the export of system components. Read more about it in <a href="global-constants.html#export" class="topiclink">Global constants in scripts</a>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Create a new parameter</span></h2>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Create a parameter in one of the following ways:<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Go to <span style="font-weight: bold;">Administration &gt; System Settings &gt; Additional Parameters</span>. Here you can set global parameters as well as parameters for a workspace or an app.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Select a workspace, go to its settings, and click <span style="font-weight: bold;">Additional Parameters</span>. Here you can only set parameters for a specific workspace and its apps.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In a workspace, select an app, go to its settings, and click <span style="font-weight: bold;">Additional Parameters</span>. Here you can only set parameters for an app.</li></ul>
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">On the page that opens, in the upper right corner, click on the <span style="font-weight: bold;">+ Parameter</span> button.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="AP2" width="1110" height="343" style="margin:0;width:1110px;height:343px;border:none" src="ap2.png"/></p>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the window that opens, fill in the following fields:</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="AP3" width="474" height="380" style="margin:0;width:474px;height:380px;border:none" src="ap3.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">&nbsp;</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Display Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Enter the name that will be displayed in the list of parameters.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Property Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>This name is generated automatically based on the parameter name. If necessary, you can edit it.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Tip</span>.<span style="font-weight: bold;"> </span>Here you can enter additional information about the parameter.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Type</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>The <a href="360009707032.html" class="topiclink">data type</a> that this parameter stores.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Value</span>.<span style="font-weight: bold;"> </span>Specify the value of the parameter.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If necessary, the parameter value can be changed. To do this, select the value you want to correct in the list of parameters, and then click on the pencil icon.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="AP4" width="631" height="155" style="margin:0;width:631px;height:155px;border:none" src="ap4.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Example of using additional parameters</span></h2>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Parameters <code><b>Global.params</b></code><span style="font-size: 15px; font-family: Inter; color: #212529; background-color: #ffffff;">,&nbsp;</span><code><b>Namespace.params</b></code><span style="font-size: 15px; font-family: Inter; color: #212529; background-color: #ffffff;">,&nbsp;</span><span style="font-size: 15px; font-family: 'Courier New',Courier,monospace; font-weight: bold; color: #394149;">and </span><code><b>Application.params</b></code><span style="font-size: 15px; font-family: 'Courier New',Courier,monospace; font-weight: bold; color: #394149;"> </span>are only available in server scripts and are read-only.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Consider a solution set up for the tech support department. While performing process tasks in BRIX, an employee describes the issue, and then using a script, the data is sent to GitLab, bug tracking system. There, the ticket is automatically created with a title and description, and the executor is selected.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To implement this integration, you can set up the following additional parameters:</p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><code><b>gitlab_host</b></code>. Server address.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><code><b>gitlab_project</b></code>. Identifier of the project that will include a new ticket.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><code><b>gitlab_token</b></code>. Authorization token.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><code><b>gitlab_user</b></code>. A user who will deal with the ticket.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The ticket subject and description are defined through the context variables<span style="font-style: italic;"> </span><code><b>title</b></code><span style="font-style: italic;"> </span>and <code><b>description</b></code>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The script looks as follows:</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">async&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">function</span><span class="f_CodeExample">&nbsp;createIssueInGitlab():&nbsp;Promise&nbsp;{</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">const</span><span class="f_CodeExample">&nbsp;issue&nbsp;=&nbsp;await&nbsp;fetch(`${&nbsp;Namespace.params.data.gitlab_host&nbsp;}/api/v4/projects/${&nbsp;Namespace.params.data.gitlab_project&nbsp;}/issues`,&nbsp;{</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;method:&nbsp;'post',</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;headers:&nbsp;{</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;'PRIVATE-TOKEN':&nbsp;Namespace.params.data.gitlab_token,</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;'Content-Type':&nbsp;'application/json',</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;},</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;body:&nbsp;JSON.stringify({</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;title:&nbsp;Context.data.title,</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;description:&nbsp;Context.data.description,</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;assignee_ids:&nbsp;[Namespace.params.data.gitlab_user],</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;}),</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;}).then(res&nbsp;=&gt;&nbsp;res.json());</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;Context.data.issue_url&nbsp;=&nbsp;issue.web_url</span><br />
<span class="f_CodeExample">}</span></p>
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<p>Low-code designer &gt; Manage apps / Data export</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Data export</span></h1>
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<!-- Placeholder for topic body. -->
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can export data from an <a href="360006963072.html" class="topiclink">app</a>. For example, you can download a customer database, orders, invoices, or other documents. The data is saved to a <span style="font-weight: bold;">.xlsx</span> or <span style="font-weight: bold;">.csv</span> file, which allows you to later import data into other programs.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">By default, <a href="360006871932.html#all_users" class="topiclink">all users</a> can export data from apps. Learn how to restrict export in the <a href="360007527512.html" class="topiclink">Access to app data</a> article.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal">To start exporting data, click the <img alt="three-vert-dots-icon" width="17" height="21" style="margin:0;width:17px;height:21px;border:none" src="three-vert-dots-icon.png"/> icon in the upper right corner of the app page. Select <span style="font-weight: bold;">Data Export</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-export-1" width="1550" height="742" style="margin:0;width:1550px;height:742px;border:none" src="data-export-1.gif"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="export-data" class="hmanchor"></a>In the provided window, specify the following:</p>
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<p class="p_Normal">The data format used in the exported file is the same in data <a href="360009354059.html#format" class="topiclink">import</a>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">You can download only the app<span style="font-family: Inter;"> data</span>. Filters, images, files, tasks, comments, etc. will not be exported.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">During export, all app fields are downloaded. If the app form has been configured in the <a href="360028941032.html" class="topiclink">advanced mode</a>, the entire <a href="360028941112.html" class="topiclink">app context</a> is exported.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you do not check the options before starting the export, only identifiers will be uploaded for associated objects.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The file with the exported data will be saved in the <span style="font-weight: bold;">Downloads</span> folder on the hard drive of your computer.</p>
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<p>Basic features &gt; User profile / My department</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">My department</span></h1>
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<p class="p_Normal" style="line-height: 1.96;">On the <span style="font-weight: bold;">My Department </span>page, managers will find information about the workload of their team: current and overdue tasks, scheduled meetings and calls. If a team member is planning to go on vacation, a manager can timely reassign tasks and make sure that all work is done on time and with maximum efficiency. Also, this workspace shows absent employees and their <a href="360010244599.html" class="topiclink">substitutes</a>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.96;">This page is available only to those users who are assigned to managerial positions in the companys <a href="360003861992.html" class="topiclink">organizational chart</a>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.96; margin: 14px 0 0 0;"><img alt="MD 1" width="835" height="446" style="margin:0;width:835px;height:446px;border:none" src="hmfile_hash_d9ea5cb4.png"/></p>
<h2 class="p_Heading2" style="line-height: 2.63;"><span class="f_Heading2" style="font-size: 23px; font-family: 'Times New Roman',Times,Georgia,serif;">How to find information about employees</span></h2>
<p class="p_Normal" style="line-height: 1.96; margin: 19px 0 0 0;">There are three BRIX workspaces that provide an outline of your departments workload: <span style="font-weight: bold;">Company</span>, <span style="font-weight: bold;">Tasks</span>, <span style="font-weight: bold;">Calendar</span>.</p>
<h3 class="p_Heading3" style="line-height: 2.17;"><span class="f_Heading3" style="font-size: 19px; font-family: 'Times New Roman',Times,Georgia,serif;">Company</span></h3>
<p class="p_Normal" style="line-height: 1.96; margin: 5px 0 0 0;"><img alt="MD 2" width="604" height="446" style="margin:0;width:604px;height:446px;border:none" src="hmfile_hash_c8910d14.png"/></p>
<p class="p_Normal" style="line-height: 1.96; margin: 14px 0 0 0;">On the main page, click <span style="font-weight: bold;">Company &gt;</span> <span style="font-weight: bold;">My Department</span>. You will see a list of all employees working in your department. Next to the name of each employee, you will find his or her job position, the number of current and overdue tasks, and scheduled events. For more information on tasks or events, simply click on the appropriate counter.</p>
<h3 class="p_Heading3" style="line-height: 2.17;"><span class="f_Heading3" style="font-size: 19px; font-family: 'Times New Roman',Times,Georgia,serif;">Tasks</span></h3>
<p class="p_Normal" style="line-height: 1.96; margin: 14px 0 0 0;"><img alt="MD 3" width="848" height="361" style="margin:0;width:848px;height:361px;border:none" src="hmfile_hash_604e8712.png"/></p>
<p class="p_Normal" style="line-height: 1.96; margin: 14px 0 0 0;">In the <a href="360014163712.html" class="topiclink">Tasks</a> workspace, you will see the list of your own tasks (<span style="font-weight: bold;">My Tasks</span>, <span style="font-weight: bold;">Assisting</span>, <span style="font-weight: bold;">Assigned by me</span>) and the tasks assigned to your department staff. The drop-down list on the right side of the page shows the names of the five most recently viewed employees. Switching between them, you can control their current workload, reassign open tasks and, if necessary, create new ones.</p>
<h3 class="p_Heading3" style="line-height: 2.17;"><span class="f_Heading3" style="font-size: 19px; font-family: 'Times New Roman',Times,Georgia,serif;">Calendar</span></h3>
<p class="p_Normal" style="line-height: 1.96; margin: 14px 0 0 0;"><img alt="MD 4" width="836" height="456" style="margin:0;width:836px;height:456px;border:none" src="hmfile_hash_521c9fc3.png"/></p>
<p class="p_Normal" style="line-height: 1.96; margin: 14px 0 0 0;">In the <a href="calendar.html" class="topiclink">Calendar</a> workspace, you get an overview of the department employees schedules. If necessary, you can add a new event to the personal calendars of their team members. Controls at the top of the page allow changing the display settings: you can select either day, week or month view.</p>
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<p>Low-code designer &gt; Manage apps / Data import</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Data import</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can import data by uploading Excel spreadsheets and <span style="font-weight: bold;">.csv</span> files to BRIX apps. So you can quickly add a large amount of data to the system.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">By default, <a href="360006871932.html#all_users" class="topiclink">all users</a> can import data to the system. Learn how to restrict import in the <a href="360007527512.html" class="topiclink">Access to app data</a> article.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can also add or update app items in batches by using scripts. For more information, see the <a href="batch-actions.html" class="topiclink">Batch actions with app items in scripts</a> article.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To start importing data, follow these steps:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">1. Create an app that will store the data</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To ensure that data is imported correctly, add fields to the app <a href="360007235031.html#create_form" class="topiclink">form</a> that will store this data. Suppose you want to upload your customer database to BRIX. Customer data is stored in a <span style="font-weight: bold;">.xlsx</span> table in the following columns: company name, phone, email address, contact person, and bank details. In order to complete the import, you first need to create an app and add fields of the <a href="360009707032.html" class="topiclink">corresponding types</a> to its form: <span style="font-family: Inter; font-weight: bold;">String</span><span style="font-family: Inter;"> (to store names), </span><span style="font-family: Inter; font-weight: bold;">Phone Number</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Email</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Full Name</span><span style="font-family: Inter;">, and </span><span style="font-family: Inter; font-weight: bold;">Text</span><span style="font-family: Inter;">.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-import-1" width="897" height="414" style="margin:0;width:897px;height:414px;border:none" src="data-import-1.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If the <span style="font-weight: bold;">Status</span> system field is specified in the table you import, <a href="360009920611.html" class="topiclink">statuses</a> need to be configured in the app.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">2. Generate a template for the app</span>.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">A template is used to make the file you are going to upload meet the import requirements. &nbsp;</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">To download the template, click the </span><img alt="three-vert-dots-icon" width="17" height="21" style="margin:0;width:17px;height:21px;border:none" src="three-vert-dots-icon.png"/><span style="font-family: Inter;"> icon in the upper right corner of the app page and select </span><span style="font-family: Inter; font-weight: bold;">Data Import</span><span style="font-family: Inter;">. In the window that opens, choose the type of template depending on the type of file you are planning to import: </span><span style="font-family: Inter; font-weight: bold;">.xlsx</span><span style="font-family: Inter;"> or </span><span style="font-family: Inter; font-weight: bold;">.csv</span><span style="font-family: Inter;">.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-import-2" width="590" height="317" style="margin:0;width:590px;height:317px;border:none" src="data-import-2.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">3. Bring the file you want to import according to the template</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The template contains a table with columns that match app fields. In each column, there is an example of data it can contain. &nbsp; <img alt="DI 3" width="730" height="138" style="margin:0;width:730px;height:138px;border:none" src="hmfile_hash_c2604e28.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 14px 0;"><a id="format" class="hmanchor"></a><span style="font-family: Inter;">You can copy the names of fields from the template into your file or fill out the template with your data. Here are the requirements for the format of the data you want to import:</span></p>
<div style="text-align: left; text-indent: 0; line-height: 1.80; padding: 0 0 0 0; margin: 0 0 0 0;"><table style="border:none; border-spacing:0; border-collapse:collapse;">
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter; font-weight: bold;">Field type</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter; font-weight: bold;">Data format in the template</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter; font-weight: bold;">Note</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter; font-weight: bold;">Example value</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Name</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Text</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Invoice</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">String</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Text</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Order</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Number</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Integer or non-integer</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">In the format preset in the template column.</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">27.37</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Yes/No switch</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter; font-weight: bold;">true</span><span style="font-family: Inter;"> or </span><span style="font-family: Inter; font-weight: bold;">false</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter; font-weight: bold;">true</span><span style="font-family: Inter;"> means the variable is switched to </span><span style="font-family: Inter; font-weight: bold;">Yes</span><span style="font-family: Inter;"> or another value that replaces it.</span></p>
<p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter; font-weight: bold;">false</span><span style="font-family: Inter;"> means the variable is switched to </span><span style="font-family: Inter; font-weight: bold;">No</span><span style="font-family: Inter;"> or another value that replaces it.</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Text value: Enabled</span></p>
<p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Value in the template: </span><span style="font-family: Inter; font-weight: bold;">true</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Date/Time</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Date and time</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">In the format preset in the template column.</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">4/17/2022 3:27 PM</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Category</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Text</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">The option of the </span><span style="font-family: Inter; font-weight: bold;">Category</span><span style="font-family: Inter;"> field (the name, not the code) assigned to the field during import.</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Lets say the </span><span style="font-family: Inter; font-weight: bold;">Delivery</span><span style="font-family: Inter;"> field has three values: Customer pickup, Courier delivery, and Parcel collection. You need to import an order delivered by courier. To do this, in the import template in the row with order data in the </span><span style="font-family: Inter; font-weight: bold;">Delivery</span><span style="font-family: Inter;"> column, specify </span><span style="font-family: Inter; font-weight: bold;">Courier</span><span style="font-family: Inter;"> delivery.</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Money</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Integer or noninteger</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">125.6</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Account</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Cannot be imported.</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Phone Number</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Integer</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">16505551122</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Email</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Text</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Format: name@domain</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">name@example.com</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Files</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">File name[file ID]</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">You can only import the ID of the file uploaded to BRIX. It will be displayed in the browser address bar, if you click on the file name.</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">file1[fd2af6d9-3e95-4896-9604-250929347acb]</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Image</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Image name[image ID]</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">You can only import the ID of the image uploaded to BRIX. It will be displayed in the browser address bar if you click on the image name.</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">image1[fd2af6d9-3e95-4896-9604-250929347acb]</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; height:145px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Full Name</span></p>
<p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
</td>
<td style="vertical-align:top; width:136px; height:145px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Text</span></p>
</td>
<td style="vertical-align:top; width:170px; height:145px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">The first word is considered the last name, the second one the first name, and the others the middle name.</span></p>
</td>
<td style="vertical-align:top; width:219px; height:145px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Rogers Sarah Jane</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Link</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Link text</span></p>
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<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">https://brix365.com/en</span></p>
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<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Table</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.20;">[{&quot;rows&quot;:[{&quot;column code&quot;:{&quot;cell code&quot;: &quot;cell value&quot;}}], &quot;result&quot;:{&quot;__count&quot;:number of rows in the table}, &quot;view&quot;:&quot;&quot;}]</p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.20;">A string listing all cells in the table with their values.</p>
<p style="line-height: 1.20;">Specify the number of rows in the <span style="font-weight: bold;">result</span> parameter.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">Leave the <span style="font-weight: bold;">view</span> parameter without value. It will be filled in automatically if the <a href="360010201779.html#kind-of-table" class="topiclink">template view</a> is set up for the table.</p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.20;">For example, an entry for a table with <span style="font-weight: bold;">Account</span> and <span style="font-weight: bold;">Customer Name </span>columns, consisting of two rows:</p>
<p style="line-height: 1.20;">[{&quot;rows&quot;:[{&quot;account&quot;:{&quot;login&quot;:&quot;@example&quot;}, &quot;name&quot;:{&quot;lastname&quot;: &quot;Rogers&quot;, &quot;firstname&quot;:</p>
<p style="line-height: 1.20;">&quot;Sarah&quot;, middlename: Jane}},</p>
<p style="line-height: 1.20;">{&quot;account&quot;:{&quot;login&quot;:&quot;@example1&quot;}},</p>
<p style="line-height: 1.20;">&quot;name&quot;:{”lastname&quot;: Rogers,</p>
<p style="line-height: 1.20;">{ &quot;firstname&quot;:</p>
<p style="line-height: 1.20;">&quot;Sarah&quot;, middlename: Jane }}],</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">&quot;result&quot;:{&quot;__count&quot;:2},&quot;view&quot;:&quot;&quot;}]</p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">Users</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">[Users ID]</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">To get a users ID, go to </span><span style="font-family: Inter; font-weight: bold;">Administration &gt; Users</span><span style="font-family: Inter;"> and click on the name of the users account. The ID will be displayed in your browsers address bar.</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">[29cadb73-8246-4f3d-9992-87a4a1ad20cf]</span></p>
</td>
</tr>
<tr>
<td style="vertical-align:top; width:79px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">App</span></p>
</td>
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">[App items ID]</span></p>
</td>
<td style="vertical-align:top; width:170px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">The app item needs to belong to the app that the field is linked with.</span></p>
</td>
<td style="vertical-align:top; width:219px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.28; margin: 14px 0 11px 0;"><span style="font-family: Inter;">[12f05b18-5559-40cb-b138-97b8d0233f4c]</span></p>
</td>
</tr>
</table>
</div>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="ignore-event-handler" class="hmanchor"></a><span style="font-weight: bold;">4. Upload the file populated with data to BRIX</span>. </p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">When you make sure the file you are importing is aligned with the template, go back to the BRIX interface. Click the </span><img alt="three-vert-dots-icon" width="17" height="21" style="margin:0;width:17px;height:21px;border:none" src="three-vert-dots-icon.png"/><span style="font-family: Inter;"> icon in the upper right corner of the app page and select </span><span style="font-family: Inter; font-weight: bold;">Data Import</span><span style="font-family: Inter;">. In the opened window, upload the prepared file.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Here you can also check the </span><span style="font-family: Inter; font-weight: bold;">Ignore event handler</span><span style="font-family: Inter;"> box. It disables all <a href="events_processing.html" class="topiclink">event handlers</a> configured in </span><span style="font-family: Inter; font-weight: bold;">Administration &gt; Modules </span><span style="font-family: Inter;">while importing the data. This allows you to reduce the system load if an event handler runs whenever a new app item is created (for example, if a notification is sent or a business process is launched).</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Click </span><span style="font-family: Inter; font-weight: bold;">Import</span><span style="font-family: Inter;">, then </span><span style="font-family: Inter; font-weight: bold;">Close</span><span style="font-family: Inter;">. The new data will appear in the app.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-import-4" width="926" height="496" style="margin:0;width:926px;height:496px;border:none" src="data-import-4.gif"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Please note that the importing speed depends on the number of app items and the number of indexes in the PostgreSQL database. Indexes are created in the database for each app property with the <a href="360028941112.html#searchandsortbyfield" class="topiclink">Search and sort option enabled</a>. If you need to import a large volume of data, we recommend enabling this option after the import.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Import features</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">By importing files, you can update information stored in several app items at once. To do that, <a href="360009264480.html" class="topiclink">export</a> data from an existing app into a file (you need to check the </span><span style="font-family: Inter; font-weight: bold;">Export system information</span><span style="font-family: Inter;"> box). Edit field values in the file, then import it back into the app. All edited app items will be updated.</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">Please note that if you specify an ID (status: id) in the </span><span style="font-family: Inter; font-weight: bold;">Status</span><span style="font-family: Inter;"> system field that does not exist in the app, the item will be assigned an initial status.</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="data-import-status" width="589" height="124" style="margin:0;width:589px;height:124px;border:none" src="data-import-status.png"/></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">If you export data from an app without system information, new items will be created in the app when you import the file.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Import multiple values </span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can import multiple values into one BRIX field. In this case, you should use comma (,) as separator.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;примера</span></p>
<p class="p_Normal">Example:</p>
<p style="line-height: 1.20;">company@example1.com, company@example2.com allow you to add two email addresses to one field.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;примера</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">This works for the following <a href="360009707032.html" class="topiclink">types of fields</a>: <span style="font-weight: bold;">Number</span>, <span style="font-weight: bold;">Category</span>, <span style="font-weight: bold;">Phone Number</span>, <span style="font-weight: bold;">Email</span>, <span style="font-weight: bold;">Link</span>, <span style="font-weight: bold;">Users</span>, and <span style="font-weight: bold;">App</span>.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Possible errors</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">The format of the uploaded data must match the type of field. Otherwise, you will see a warning indicating the row and column in which the incorrect entry was found.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="DI 4" width="467" height="212" style="margin:0;width:467px;height:212px;border:none" src="hmfile_hash_576e2c35.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Correct the entry and continue importing.</p>
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<p><a href="access_permissions.html">Access permissions in BRIX</a> / Access to a workspace</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Access to a workspace</span></h1>
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<p style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">Users who have access to a workspace can interact with the apps stored in it that are <a href="360009919211.html" class="topiclink">accessible</a> to them. Access can be configured when</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;"><a href="360006887271.html" class="topiclink">creating</a></span><span style="font-size: 15px; color: #394149;"> the workspace or later in its settings</span><span style="font-size: 15px; color: #394149;">.</span></p>
<p style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">Access to a workspace can only be granted to user groups.</span></p>
<p style="line-height: 1.20; margin: 16px 0 0 0;"><span style="font-size: 15px; color: #394149;">If you</span><span style="font-family: Inter;">re</span><span style="font-size: 15px; color: #394149;"> not included in such a group, you won</span><span style="font-family: Inter;">t</span><span style="font-size: 15px; color: #394149;"> see the workspace or its apps in the left menu</span><span style="font-size: 15px; color: #394149;">. If you have <a href="360009919211.html" class="topiclink">access to an app</a> within the workspace, but you don</span><span style="font-family: Inter;">t have access to the workspace itself, the app will not be available. If you have <a href="360007527512.html" class="topiclink">access to the apps data</a>, you will be able to work with its items using direct links, for example, from process tasks. Read more about access settings in <a href="access_permissions.html" class="topiclink">Access permissions in BRIX</a>.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only the users included in the <a href="360006871932.html" class="topiclink">Administrators</a><span style="font-weight: bold;"> </span>group can manage access to workspaces.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To configure workspace access, click the gear icon next to its name and select <span style="font-weight: bold;">Workspace Access</span>. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="access_1" width="415" height="674" style="margin:0;width:415px;height:674px;border:none" src="access_1.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the window that opens, specify the <a href="360007146071.html" class="topiclink">user groups</a> that should be able to see the workspace in the left menu.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For example, the <span style="font-weight: bold;">HR</span> workspace should only be available to the HR department. Select the <span style="font-weight: bold;">HR department</span> group from the list and click <span style="font-weight: bold;">Save</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="access_ws" width="597" height="243" style="margin:0;width:597px;height:243px;border:none" src="access_ws.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After you save the changes, users not included in the specified group won<span style="font-family: Inter;">t be able to see the workspace and its apps in the left menu or access them using a direct link.</span></p>
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<p>Low-code designer &gt; Workspace / Workspace business processes</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Workspace business processes</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a href="360007990371.html" class="topiclink">Workspace</a> business processes describe the logic of the workspace and can connect several <a href="360006963072.html" class="topiclink">apps</a> that belong to it. For example, you can create an order handling business process in the <span style="font-weight: bold;">Customer Management</span> workspace which will include two apps: <span style="font-weight: bold;">Clients</span> and <span style="font-weight: bold;">Contracts</span>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;">Only the users included in the <a href="360007146071.html" class="topiclink">Administrators</a><span style="font-weight: bold;"> </span>group<span style="font-weight: bold;"> </span>can model, configure and edit business processes.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Start modeling</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Modeling a <a href="360007990371.html" class="topiclink">workspace</a> business processes is similar to <a href="360012265552.html" class="topiclink">modeling global processes</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To create a process, follow the steps below:</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a id="bp_list" class="hmanchor"></a>Click on the <img alt="workspace gear 1" width="19" height="21" style="margin:0;width:19px;height:21px;border:none" src="hmfile_hash_85b98ea9.png"/><span class="f_ImageCaption"> </span>icon<span class="f_ImageCaption"> </span>next to a <span style="font-weight: bold;">Workspace </span>name and select <span style="font-weight: bold;">Business Processes</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="WBP 1" width="422" height="645" style="margin:0;width:422px;height:645px;border:none" src="hmfile_hash_08697be6.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;">The page with the list of the workspace business processes will open.</p>
<ol style="list-style-type:upper-roman" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">To create a new business process click <span style="font-weight: bold;">+Process</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="WBP 2" width="829" height="150" style="margin:0;width:829px;height:150px;border:none" src="hmfile_hash_9be6e3f9.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;">In the window that opens, fill in the fields:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="WBP 3" width="638" height="268" style="margin:0;width:638px;height:268px;border:none" src="hmfile_hash_dbe44a3e.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Enter a name that will be displayed in the list of workspace business processes.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Code</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Used for working with API. This field is filled in automatically, but you can edit the value if necessary.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Parent category</span>.<span style="font-weight: bold;"> </span>Specify to which category the business process will be added. To create a new category, go to the business process list page and click <span style="font-weight: bold;">+Folder</span>.</li></ul>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">After filling in the fields, click <span style="font-weight: bold;">Create</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;">After that, the business process modeling page will open. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;">It works the same as for <a href="360012265552.html" class="topiclink">global business processes</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="WBP 4" width="925" height="520" style="margin:0;width:925px;height:520px;border:none" src="hmfile_hash_cced9bbf.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A business process created in a workspace can be:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Renamed.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Copied and bound to the current workspace or any app belonging to it.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Moved to another parent folder created in the general list of processes.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To do so, open the <a href="360009661232.html" class="topiclink">list of business processes</a> that belong to the process, click on the three dots in the field with the process name, and choose an action.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="WBP 6" width="763" height="381" style="margin:0;width:763px;height:381px;border:none" src="hmfile_hash_37799f28.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">From the list, you can switch back to the process designer. If the process is already being edited by another users, you will be able to open the diagram only for viewing.</p>
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<p>Low-code designer &gt; Manage apps / Export an app</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Export an app</span></h1>
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<p style="line-height: 1.20; margin: 0 0 11px 0;">You can <span style="font-weight: bold;">export</span> an <span style="color: #0000ff;"><a href="360007990371.html" class="topiclink">app</a></span> to move it from one company to another.</p>
<p style="line-height: 1.20; margin: 0 0 11px 0;">Please note that:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">You can export a system app only as part of a workspace or solution. For more information, see the <a href="360009669292.html#export" class="topiclink">Export a built-in app</a> section of this article.</li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">If a custom app has links to global system objects, namely other <span style="color: #0000ff;"><a href="360006963072.html" class="topiclink">apps</a></span>, <span style="color: #0000ff;"><a href="360007990371.html" class="topiclink">workspaces</a></span>, or <span style="color: #0000ff;"><a href="360008121732.html" class="topiclink">business processes</a></span>, an error will occur when exporting it.</li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Using <code><b>Global</b></code> or <code><b>Namespace</b></code> constants in scripts restricts the export of system components. Read more about it in the <span style="color: #0000ff;"><a href="global-constants.html#export" class="topiclink">Global constants in scripts</a></span> article.</li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;">When you export an app, all of the following items are exported:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><a href="360009921131.html" class="topiclink">Business processes</a>.</li><li style="line-height: 1.20;">Configured <a href="360009920611.html" class="topiclink">statuses</a> and <a href="360009669952.html" class="topiclink">filters</a>, including filtering in the <a href="limit-selection-of-elements.html" class="topiclink">Add filter</a> option.</li><li style="line-height: 1.20;"><a href="360007529451.html" class="topiclink">Counters</a>.</li><li style="line-height: 1.20;"><a href="360007331871.html" class="topiclink">Groups and roles</a>.</li><li style="line-height: 1.20;"><a href="360009918011.html" class="topiclink">Forms</a> and context variables used in business processes.</li><li style="line-height: 1.20;"><a href="360019228531.html" class="topiclink">Button settings</a>.</li><li style="line-height: 1.20;">Global settings for <a href="360009923311.html" class="topiclink">app item view</a>.</li><li style="line-height: 1.20;"><span style="font-family: Inter;"><a href="access_permissions.html" class="topiclink">Access permissions</a> to the app and its data set up for <a href="360006871932.html" class="topiclink">system groups and roles</a>.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter;"><a href="360026936731.html" class="topiclink">Document templates</a> created in an app.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter;"><a href="records_classification.html" class="topiclink">Document categorization scheme</a> if registration is enabled in the app.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter;"><a href="set-up-digital-signature.html" class="topiclink">Signature settings</a>.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter;"><a href="approval-settings.html" class="topiclink">Archiving settings for approval sheets and lists of informed users</a>.</span></li></ul>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">All of these elements will be imported with the app to the other company.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Export an app</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To start exporting an app, click <img alt="gear icon" width="20" height="21" style="margin:0;width:20px;height:21px;border:none" src="hmfile_hash_8eb4920c.png"/> next to its name and select <span style="font-weight: bold;">Export App</span>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only the users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group can export apps.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание&nbsp;</span><span class="f_ImageCaption">&nbsp;</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="export-app-1" width="419" height="499" style="margin:0;width:419px;height:499px;border:none" src="export-app-1.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">In the window that opens, click </span><span style="font-family: Inter; font-weight: bold;">Start Export</span><span style="font-family: Inter;">.</span></p>
<h3 class="p_Heading3"><span class="f_Heading3">Step 1: App checking</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">At the first export step, the app is checked for links to global system objects.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If such links are detected, a corresponding notification is displayed. You will not be able to export the workspace until the links are removed manually. If you need to keep the links to other system components, it is recommended to export the app as part of a <a href="360007722171.html" class="topiclink">workspace</a> or <a href="export-solution-file.html" class="topiclink">solution</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You will also see a warning if the app scripts have <a href="optional-dependencies.html" class="topiclink">optional dependencies</a> from other workspaces or modules. Such dependencies do not prevent export, but the correct operation of the scripts is not guaranteed when the app is imported later.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You will also see a warning if:</p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">There are <a href="optional-dependencies.html" class="topiclink">optional dependencies</a> from other workspaces or modules in scripts within the app.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">There are mismatched variables in <a href="360026936731.html" class="topiclink">document templates</a>.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Such dependencies do not prevent export, but the correct operation of the scripts and document templates is not guaranteed when the app is imported later.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app_export_01" width="843" height="593" style="margin:0;width:843px;height:593px;border:none" src="app_export_01.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If there are no links to global system objects, the following notification is displayed:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="EA 3" width="570" height="231" style="margin:0;width:570px;height:231px;border:none" src="hmfile_hash_4167e0c4.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To continue export, click <span style="font-weight: bold;">Next</span>.</p>
<h3 class="p_Heading3"><span class="f_Heading3">Step 2: Export the app</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Enter the apps name and description.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="EA 4" width="584" height="307" style="margin:0;width:584px;height:307px;border:none" src="hmfile_hash_7393d933.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Name</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">. Specify the name of the app.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Description</span><span style="font-family: Inter;">. Describe the features and specifics of the app.</span></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Click </span><span style="font-family: Inter; font-weight: bold;">Next</span><span style="font-family: Inter;"> to continue export.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The app</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">will be exported to a file. To save the file to your PC, click on the link in the provided window.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Later you will be able to</span> <a href="360006887271.html#file" class="topiclink">import</a> <span style="font-family: Inter;">the file to another company.</span></p>
<h2 class="p_Heading2"><a id="export" class="hmanchor"></a><span class="f_Heading2">Export a built-in app</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">BRIX includes default built-in apps located in <a href="system-workspaces.html" class="topiclink">built-in workspaces</a> that are ready for use. Exporting a built-in app is possible as part of a <a href="360007722171.html" class="topiclink">built-in workspace</a> or a <a href="solution.html" class="topiclink">solution</a>.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Export peculiarities:</span></p>
<ol style="list-style-type:decimal">
<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">If other apps and workspaces are associated with a built-in app, they can be exported. Lets say you want to export the </span><span style="font-family: Inter; font-weight: bold;">Contracts</span><span style="font-family: Inter;"> workspace, which has a contract approval business process that is associated with the <a href="360012584980.html" class="topiclink">Companies</a> built-in app. During export and subsequent import of the workspace, there are no errors, since every company in BRIX has an identical built-in app. However, if a custom app not associated with the </span><span style="font-family: Inter; font-weight: bold;">Contracts</span><span style="font-family: Inter;"> workspace is incorporated into the process, an error will occur during export.</span></li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">If you export a built-in app together with a <a href="system-workspaces.html#part-of-solution" class="topiclink">built-in workspace as part of a solution</a>, all the structures (processes and widgets) associated with the app will also be exported.</span></li></ol>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Using </span><code><b>Global</b></code><span style="font-family: Inter;"> or </span><code><b>Namespace</b></code><span style="font-family: Inter;"> constants in scripts restricts the export of system components. Read more about it in the <a href="global-constants.html#export" class="topiclink">Global constants in scripts</a> article.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
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<p>Low-code designer &gt; Manage apps / Delete an app</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Delete an app</span></h1>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The administrator can delete custom apps. To do this, they need to click the </span><img alt="app gear icon" width="21" height="22" style="margin:0;width:21px;height:22px;border:none" src="hmfile_hash_f96bd8e3.png"/><span class="f_ImageCaption"> </span><span style="font-family: Inter;">icon to the right of an apps name and select </span><span style="font-family: Inter; font-weight: bold;">Delete App</span><span style="font-family: Inter;">.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;"><a href="360006963072.html#system-apps" class="topiclink">Built-in apps</a> cannot be deleted.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="delete-app-1" width="560" height="674" style="margin:0;width:560px;height:674px;border:none" src="delete-app-1.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Click </span><span style="font-family: Inter; font-weight: bold;">OK</span><span style="font-family: Inter;"> to confirm deletion</span><span style="font-family: Inter; font-weight: bold;">.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="DA 2" width="384" height="157" style="margin:0;width:384px;height:157px;border:none" src="hmfile_hash_63e24537.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <a href="360006963072.html" class="topiclink">app</a> will be deleted from the left menu of the workspace. It will be moved to the <a href="360009705932.html#delete" class="topiclink">Recycle Bin</a> and will become unavailable to all users. You can <a href="360009705932.html#delete" class="topiclink">restore</a> a deleted app if necessary. All the apps items will be restored, too. </p>
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<p>Low-code designer &gt; <a href="360006963072.html">App</a> / Search and filters</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Search and filters</span></h1>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter; font-weight: bold;">Search</span><span style="font-family: Inter;"> helps you find a particular entry across all items within an app. You can search in several ways:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Specify the name of the item.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Filter entries by system and custom properties, as well as by item-related tasks.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Create a more complex query using EQL365 (BRIX Query Language). This way you can specify detailed search conditions, applying functions and special operations.</span></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">These methods can be combined. If you specify several parameters, you can save the query as a <a href="360009669952.html" class="topiclink">filter</a> and use it in the future.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="search_by_name" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Search by name</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">To start searching, open the app page and type your query in the search bar at the top. You can enter the full name of an item or a part of it. The search is not case-sensitive.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="SAF 1" width="599" height="321" style="margin:0;width:599px;height:321px;border:none" src="hmfile_hash_122c521f.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Press </span><span style="font-family: Inter; font-weight: bold;">Enter</span><span style="font-family: Inter;"> on your keyboard. You will see all app items that have the text you entered in their name.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In the search bar, you will see how many items are found in total. In the <a href="360007708691.html#settings" class="topiclink">app settings</a>, you can choose which way to show the number of matching items in the search bar. You can select an exact or approximate number, and disable the display to make the search result load faster.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="SAF 2" width="554" height="305" style="margin:0;width:554px;height:305px;border:none" src="hmfile_hash_9de31f9f.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">To clear the search bar, click on the cross on the right side of it or press </span><span style="font-family: Inter; font-weight: bold;">Esc</span><span style="font-family: Inter;"> on your keyboard.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Full-text search</span><a id="full-text-search" class="hmanchor"></a></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">A full-text search is performed in the same way as a <a href="360009669952.html#search_by_name" class="topiclink">search by name</a>. For an app property to participate in a full-text search, the <a href="360028941112.html#fulltextsearch" class="topiclink">Full text search</a> check box must be selected in the property settings.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<h2 class="p_Heading2"><a id="by-parameters" class="hmanchor"></a><span class="f_Heading2">Search by parameters</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">To narrow down the results, you can also search by specific parameters. You can get the most precise results by using several parameters at the same time.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In addition, you can use such a search when filling in fields on the forms of creating or editing an app item. For more information, see the <a href="search-on-app-form.html" class="topiclink">Search by parameters on app item page</a> article.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">To search by parameters, on the app page, click the filter icon in the search bar.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In the opened form, you can search by app main and system fields, as well as by tasks associated with the item. In addition, you can create a query in EQL365: specify complex search conditions to get the most accurate results.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="search-5" width="411" height="481" style="margin:0;width:411px;height:481px;border:none" src="search-5.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Main fields</span><span style="font-family: Inter;">. These are custom app properties that the </span><span style="font-family: Inter; font-weight: bold;">Search and sort by field</span><span style="font-family: Inter;"> option was enabled for when <a href="360009918011.html#search_field" class="topiclink">configuring the app form</a>. Please note that <a href="360009707032.html#app" class="topiclink">App</a> type fields are displayed on the search form only for those users who have <a href="360009919211.html" class="topiclink">access</a> to the app. In apps with configured <a href="360009920611.html" class="topiclink">statuses</a>, you can use the Status field as a search parameter. It is possible to choose any status, including <a href="360009920611.html#hide_status" class="topiclink">hidden final</a> ones. When you use search by status, results are displayed on the page as a <a href="360009923311.html#table" class="topiclink">table</a>.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a id="eql-search" class="hmanchor"></a><span style="font-family: Inter; font-weight: bold;">EQL search</span><span style="font-family: Inter;">. Create a query in EQL365 (BRIX Query Language) and specify conditions for complex data selection. The query is formed taking into account the developed syntax.</span></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 34px;"><span style="font-family: Inter;">To refer to properties, use their codes. Search conditions are specified using operations and functions. You can specify several criteria in one query using logical bindings. You can compose a query using the autocomplete option. The drop-down menu with available arguments is called by the </span><span style="font-family: Inter; font-weight: bold;">Ctrl </span><span style="font-family: Inter;">+ </span><span style="font-family: Inter; font-weight: bold;">Space</span><span style="font-family: Inter;"> key combination.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 34px;"><span style="font-family: Inter;">For example, you can find all the companies that have made orders for a certain amount and whose address includes New York. For more information refer to <a href="eql365-search.html" class="topiclink">Search queries in EQL365</a>.</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Tasks</span><span style="font-family: Inter;">. Here you can search by tasks associated with the app items, that is, assigned in a business process or in the <a href="bound_tasks_widget.html" class="topiclink">Associated tasks</a> widget. Read more in the <a href="360014163772.html#connection" class="topiclink">Search tasks</a> article. You can specify the following parameters:</span></li></ul>
<ul style="list-style-type:disc"><ul style="list-style-type:circle">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Executors</span><span style="font-family: Inter;">. Specify the user responsible for tasks associated with the app items you are searching for.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Overdue</span><span style="font-family: Inter;">. Search results will include app items that have overdue tasks associated with them.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">No tasks</span><span style="font-family: Inter;">. Search results will include app items that have no tasks associated with them.</span></li></ul></li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">System fields</span><span style="font-family: Inter;">. These are fields that are the same for all apps. Here you can specify the following parameters:</span><ul style="list-style-type:circle">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Author</span><span style="font-family: Inter;">. The user who created the app item.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Edited by</span><span style="font-family: Inter;">. The user who last modified the item.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Date created</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">The date of item creation. You can specify a time interval (from ... to ...). The beginning of a calendar day is considered 00:00:00 am, so you can find items created during one day, for example, January 1, 2023, by specifying a date interval in the following format: 01/01/2023  01/02/2023.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Date modified</span><span style="font-family: Inter;">. The date of item modification. You can specify a time interval (from ... to ...). It is possible to select a precise date or specify a period. The beginning of a calendar day is considered 00:00:00 am.</span></li></ul></li></ul>
<p style="text-indent: -24px; line-height: 1.20; margin: 7px 0 7px 24px;"><span style="font-family: Inter;">After filling in the fields, click the </span><span style="font-family: Inter; font-weight: bold;">Search</span><span style="font-family: Inter;"> button.</span></p>
<p style="text-indent: -24px; line-height: 1.20; margin: 7px 0 7px 24px;"><span style="font-family: Inter;">To reset the options and see all available items again, click the cross in the search bar. </span></p>
<p style="line-height: 1.20; margin: 7px 0 7px 0;"><img alt="reset_parameter_search" width="572" height="58" style="margin:0;width:572px;height:58px;border:none" src="reset_parameter_search.png"/></p>
<h3 class="p_Heading3"><a id="searching-by-fields" class="hmanchor"></a><span class="f_Heading3">Features of search by app fields</span></h3>
<p class="p_Normal">Additional search options are available for fields of different types.</p>
<ol style="list-style-type:decimal">
<li value="1" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;"><a href="360009707032.html#app" class="topiclink">App</a> type fields. If the </span><span style="font-family: Inter; font-weight: bold;">Multiple</span><span style="font-family: Inter;"> option is enabled in the property settings, you can select multiple values at once. Then the result will display all app items that have at least one of the values listed in the search in the specified field. For example, on the <a href="360012584980.html" class="topiclink">Company</a> app page, you can specify multiple values for the </span><span style="font-family: Inter; font-weight: bold;">Contacts</span><span style="font-family: Inter;"> field in the search. Then the result will display all the companies that have at least one contact that matches the specified ones. </span></li><li value="2" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a href="360009707032.html#users" class="topiclink">Users</a> type fields. You can find a user by entering their name, email address, or login in the search bar. User names can be displayed with last name or last and second names. The display is <a href="locale-settings.html#always-display-full-name" class="topiclink">configured within the company</a> by the system administrator.</li></ol>
<p style="line-height: 1.20; margin: 14px 0 0 34px;">You can also use the parameter search by clicking the magnifying glass icon, e.g., search for a user by position in the organizational structure, group, etc.</p>
<p style="line-height: 1.20; margin: 14px 0 0 34px;">In addition, the <span style="font-weight: bold;">Current user</span> option is available for the field, which substitutes your name in the selected field. For example, in this way, you can find deals for which you are responsible or contracts where you are the approver.</p>
<ol style="list-style-type:decimal">
<li value="3" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">The </span><span style="font-family: Inter; font-weight: bold;">Empty</span><span style="font-family: Inter;"> option is available for fields of the </span><span style="font-family: Inter; font-weight: bold;">Users</span><span style="font-family: Inter;"> and </span><span style="font-family: Inter; font-weight: bold;">App</span><span style="font-family: Inter;"> types. Select it to search for the app items with incomplete data. For example, orders without an employee responsible or deals without a specified contact.</span></li><li value="4" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a href="360009707032.html#number" class="topiclink">Number</a> type fields. The search for these fields is performed within a specified range. For example, to find all the items with the value <span style="font-weight: bold;">2</span> in the selected field, specify the range as <span style="font-weight: bold;">[2;2]</span>. If you only fill out the first cell, for example, enter <span style="font-weight: bold;">2</span>, the search will be performed in the range <span style="font-weight: bold;">[2;infinity]</span>.</li></ol>
<h3 class="p_Heading3"><a id="removed" class="hmanchor"></a><span class="f_Heading3">Search for deleted items</span></h3>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In the top right corner of the </span><span style="font-family: Inter; font-weight: bold;">Search by parameters</span><span style="font-family: Inter;"> form, you can see the </span><span style="font-family: Inter; font-weight: bold;">Deleted</span><span style="font-family: Inter;"> filter. Click on it to search among app items that were <a href="button-types-settings.html#delete-button" class="topiclink">deleted</a> and therefore hidden from the app page.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="search-6" width="592" height="686" style="margin:0;width:592px;height:686px;border:none" src="search-6.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If you need to continue working with deleted items, you can return them to the app page. To do that, open an item page and add the <a href="button-types-settings.html#restore_button" class="topiclink">Restore</a> button to it. Read more in the <a href="360019228531.html#create-button" class="topiclink">Manage buttons on app item pages</a> article.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="filters" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Use filters</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If you are planning to use a certain set of parameters frequently, you can save it as a filter. In this case, you dont need to select fields each time</span><span style="color: #4d5156; background-color: #ffffff;"></span><span style="font-family: Inter;">just click on the filter name.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">There are two types of filters:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">General</span><span style="font-family: Inter;">. Filters created by the administrator and visible to all users.</span></li><li style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Personal</span><span style="font-family: Inter;">. Filters created by the users themselves and not displayed to others.</span></li></ul>
<h3 class="p_Heading3"><span class="f_Heading3">Create a filter</span></h3>
<p><span style="font-family: Inter;">Open the search window, specify the parameters, and click the </span><span style="font-family: Inter; font-weight: bold;">Save as Filter</span><span style="font-family: Inter;"> button.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">In the field that appears, enter the filter name and click </span><span style="font-family: Inter; font-weight: bold;">Save</span><span style="font-family: Inter;">.</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="search-7" width="489" height="412" style="margin:0;width:489px;height:412px;border:none" src="search-7.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The saved filter will appear on the right panel of the advanced search form of the app where it was created.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="search-and-filters-filter-example" width="774" height="569" style="margin:0;width:774px;height:569px;border:none" src="search-and-filters-filter-example.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">General filters are displayed at the beginning of the list. Personal filters are placed below them.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can delete a filter or change its name. To do that, click on the pencil icon next to the filter name. Enter a new name for the filter or delete it by clicking on the recycle bin icon.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="search-8" width="325" height="98" style="margin:0;width:325px;height:98px;border:none" src="search-8.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">To save the changes, click on the</span> <img alt="mark icon" width="18" height="21" style="margin:0;width:18px;height:21px;border:none" src="hmfile_hash_888e012e.png"/> icon.</p>
<h3 class="p_Heading3"><span class="f_Heading3">Apply a filter</span></h3>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">To apply a filter, click on its name. Search results will include all items that correspond to the filters parameters. You can apply a filter and use <a href="360009669952.html#full-text-search" class="topiclink">full-text search</a> at the same time. You can also search by name among filtered items.</span></p>
<h3 class="p_Heading3"><span class="f_Heading3">Pin a filter</span></h3>
<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">You can pin a previously created filter. In this case, the next time you open the app, its page will display items matching the search parameters.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">To pin a filter, hover the mouse over its name and click the</span> <img alt="pin-filter-icon" width="21" height="22" style="margin:0;width:21px;height:22px;border:none" src="pin-filter-icon.png"/> icon. <span style="font-family: Inter;">To unpin a filter, click the icon again. Only one filter can be pinned at a time.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="crm-search-4" width="811" height="358" style="margin:0;width:811px;height:358px;border:none" src="crm-search-4.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Users included in the</span> <a href="360006871932.html#administrators" class="topiclink">Administrators</a> <span style="font-family: Inter;">group can pin a general filter that will be automatically applied for all users. If a user has already pinned another filter, the users filter will be applied instead.</span></p>
<h3 class="p_Heading3"><span class="f_Heading3">Reset a filter</span></h3>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">To reset the filter in the search bar, click the cross next to the filter name.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="clear_filter" width="521" height="57" style="margin:0;width:521px;height:57px;border:none" src="clear_filter.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The filter is also cleared by clicking on the app name in the left menu.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">You can reset either a manually applied filter or a pinned one.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">If you use a full-text search at the same time as applying a filter, the search bar will not be cleared: all available app items are searched.</span></p>
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<p>Low-code designer &gt; Workspace &gt; <a href="360009924231.html">Custom menu items</a> / Separator</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Separator</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A<span style="font-weight: bold;"> Separator</span> helps you visually organize <span style="font-weight: bold;"><a href="360006963072.html" class="topiclink">apps</a></span> in a <span style="font-weight: bold;"><a href="360007990371.html" class="topiclink">Workspace</a> </span>menu.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the example below, we added two separators to the Deal Management workspace: <span style="font-weight: bold;">Clients </span>and <span style="font-weight: bold;">Suppliers</span>:</p>
<p class="p_Normal"><img alt="sep 1" width="226" height="349" style="margin:0;width:226px;height:349px;border:none" src="hmfile_hash_6fbcf5cf.png"/></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal">Only the users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group can create and edit separators.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Add a new separator</span><br />
<span class="f_Heading2" style="font-size: 24px;">&nbsp;</span></h2>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal">Go to the left menu of a workspace and click Add.</li><li value="2" class="p_CodeExample" style="page-break-inside: avoid;">In&nbsp;the&nbsp;provided&nbsp;window&nbsp;select&nbsp;the&nbsp;<span style="font-weight: bold;">Separator</span>&nbsp;option.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="add_separator" width="1223" height="727" style="margin:0;width:1223px;height:727px;border:none" src="add_separator.gif"/></p>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Fill out the form:</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sep 2" width="639" height="226" style="margin:0;width:639px;height:226px;border:none" src="hmfile_hash_18047366.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>The name of the separator that will be shown in the workspace menu.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Visibility</span>.<span style="font-weight: bold;"> </span>Specify the users who will be able to see the separator in their left menu. Later on, you can <a href="360009672852.html#settings" class="topiclink">change</a> the visibility settings if necessary.<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Visible to everyone</span>. All users with access to the workspace will see the separator</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Only to administrators</span>. Only users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group will see the separator.</li></ul></li></ul>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> After having filled out the form, click <span style="font-weight: bold;">Save</span> to apply changes. The separator will appear in the menu.</li><li value="5" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">To position the separator in the menu, click <a href="360009705932.html" class="topiclink">Set Up</a> at the bottom the workspace's menu.</li><li value="6" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> In the provided window you can drag the separator up or down and place it where you need to.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="settings" class="hmanchor"></a></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Separator settings</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can edit a separator's <a href="360009672852.html#visibility" class="topiclink">visibility</a> and <a href="360009672852.html#change_name" class="topiclink">name</a>, and <a href="360009672852.html#delete" class="topiclink">delete</a> it from the menu. To do that, click the gear icon <img alt="app gear icon" width="19" height="20" style="margin:0;width:19px;height:20px;border:none" src="hmfile_hash_f96bd8e3.png"/> to the right of the separator's name and select the required option.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="visibility" class="hmanchor"></a><span class="f_ImageCaption"> </span></p>
<ul style="list-style-type:disc">
<li class="p_Normal"><span style="font-weight: bold;">Separator visibility</span>. Select groups of users who must be able to see the separator in the menu. Click <span style="font-weight: bold;">Save</span> to apply changes.</li><li class="p_Normal"><span style="font-weight: bold;">Separator settings</span>. Change the separator's name and click <span style="font-weight: bold;">Save.</span><a id="change_name" class="hmanchor"></a><a id="delete" class="hmanchor"></a><span class="f_ImageCaption"> </span></li><li class="p_Normal"><span style="font-weight: bold;">Delete separator</span>.<span style="font-weight: bold;"> </span>The separator will be moved to the <a href="360009705932.html#delete" class="topiclink">Recycle Bin</a>. It will disappear from the menu and become unavailable to users.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To restore a deleted separator, go to the <a href="360009705932.html#delete" class="topiclink">Recycle Bin</a> and click <span style="font-weight: bold;">Restore</span> next to the separator's name.</p>
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<p>Low-code designer &gt; <a href="360006963072.html">App</a> / Display of apps in the left menu</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Display of apps in the left menu</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can hide and rearrange apps in a workspace<span style="font-family: Inter;">s</span> left menu using the <span style="font-weight: bold;">Set up</span> option. You can also use it to delete apps or restore them from the <span style="font-weight: bold;">Trash</span>. </p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group can manage the display of apps in the left menu.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание&nbsp;</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Click <span style="font-weight: bold;">Set up</span> in a workspace<span style="font-family: Inter;"></span>s left menu.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="DALM 1" width="250" height="378" style="margin:0;width:250px;height:378px;border:none" src="hmfile_hash_6b8125ea.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The settings window will open. It has two tabs: <span style="font-weight: bold;">Active Apps</span> and <span style="font-weight: bold;">Trash</span>.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Active Apps tab</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">The <span style="font-weight: bold;">Active Apps </span>tab shows all apps that are available to users.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Here you can:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Change the order of apps,<span style="font-weight: bold;"> </span>separators,<span style="font-weight: bold;"> </span>links,<span style="font-weight: bold;"> </span>and pages in the left menu by dragging and dropping them in the list.</li><li style="line-height: 1.20;">Hide an app from the left menu. Note that a hidden app will still be accessible via a URL and will be available for use in business processes.</li><li style="line-height: 1.20;">Delete an app, report, page, separator, or link. Deleted elements are moved to the <span style="font-weight: bold;">Trash</span> and become unavailable to users.<br />
<img alt="DALM 2" width="567" height="453" style="margin:0;width:567px;height:453px;border:none" src="hmfile_hash_956222a0.png"/></li></ul>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="delete" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Trash tab</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">The <span style="font-weight: bold;">Trash</span> tab shows deleted apps, reports, links, pages, and separators. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="DALM 3" width="504" height="190" style="margin:0;width:504px;height:190px;border:none" src="hmfile_hash_9b9c85fa.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can restore deleted elements of the left menu at any moment. To do that, click the <span style="font-weight: bold;">Restore</span> button opposite the element<span style="font-family: Inter;">s name. T</span>he element will be moved to the <span style="font-weight: bold;">Active Apps</span> tab. It will appear in the left menu and become available to users.</p>
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<p>Low-code designer &gt; App builder / System data types</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">System data types</span></h1>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">To store data on forms as well as in widgets, tasks, or business process start events, you can use sets of fields. The information you want to display determines the field types you need to use. For example, you can create a </span><span style="font-family: Inter; font-weight: bold;">String</span><span style="font-family: Inter;"> type field for a comment and a </span><span style="font-family: Inter; font-weight: bold;">Money</span><span style="font-family: Inter;"> type field for a contract amount.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Read more about adding fields to forms in the <a href="360028941112.html" class="topiclink">Context tab</a> article. Below you can find the description of all the data types available in the system. Read about working with different types in scripts in <a href="https://tssdk.brix365.com/en/latest/pages/quick-start/intro_types.html" target="_blank" class="weblink">BRIX TS SDK</a>.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="string" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">String</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">This type is used to add text information.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-1" width="504" height="108" style="margin:0;width:504px;height:108px;border:none" src="data-types-1.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The content can be displayed as a string or as text. The </span><span style="font-family: Inter; font-weight: bold;">Markdown</span><span style="font-family: Inter;"> option allows you to format the text you enter. Read more in the <a href="markdown.html" class="topiclink">Markdown</a> article.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-2" width="588" height="308" style="margin:0;width:588px;height:308px;border:none" src="data-types-2.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Apart from <a href="360009918011.html#common_fields" class="topiclink">general settings</a>, this type has an additional setting:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Validators</span><span style="font-family: Inter;">. Here you can set a template to validate the text that the user enters.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Input mask</span><span style="font-family: Inter;">. An input mask is a set of regular expressions. Only expressions without flags are available in masks. Read more about writing regular expressions in the <a href="https://developer.mozilla.org/en-US/docs/Web/JavaScript/Guide/Regular_Expressions" target="_blank" class="weblink">MDN Web Docs</a> documentation.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Message shown when the input does not comply with the mask</span><span style="font-family: Inter;">. Write a message shown when the user enters text that doesnt comply with the input mask. Read more in the <a href="field-masks.html" class="topiclink">Create input masks for Strings using regular expressions</a> article.</span></li></ul>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="number" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Number</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">This field is used for entering numbers. It is not possible to enter other characters than digits.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-3" width="421" height="48" style="margin:0;width:421px;height:48px;border:none" src="data-types-3.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">When adding the property, select its type:</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="number-brix-01" width="569" height="240" style="margin:0;width:569px;height:240px;border:none" src="number-brix-01.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Integer </span><span style="font-family: Inter;">or</span><span style="font-family: Inter; font-weight: bold;"> Non-integer</span><span style="font-family: Inter;">. Here you can select the number format.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Maximum number of digits after separator</span><span style="font-family: Inter;">. This option is available only for non-integers and allows you to specify how many decimal places will be displayed on the form. The limit is selected from the list ranging from two to ten. Let</span><span style="color: #202122; background-color: #ffffff;"></span><span style="font-family: Inter;">s say a field is <a href="360013448740.html" class="topiclink">calculated using a formula</a>, and you set the maximum number to digits after separator to </span><span style="font-family: Inter; font-weight: bold;">2</span><span style="font-family: Inter;">. If the result of the calculation is 3.14159, only </span><span style="font-family: Inter; font-weight: bold;">3.14</span><span style="font-family: Inter;"> will be displayed on the form.</span><br />
<span style="font-family: Inter;">If a user types the number manually on the create or edit form, they will not be able to enter more decimal places than specified by the limit.</span></li></ul>
<p class="p_Normal">The calculation of a non-integer in the system may be inaccurate due to the peculiarities of JavaScript language execution in the users browser and in NodeJS on the server. Read more about it in the article <a href="js-imprecise-calculations.html" class="topiclink">Inaccurate calculations in JavaScript</a>.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="yes-no-switch" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Yes/No switch</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">This type adds a checkbox or a radio button that allows the user to mark one of two options.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The default options are </span><span style="font-family: Inter; font-weight: bold;">Yes</span><span style="font-family: Inter;"> and </span><span style="font-family: Inter; font-weight: bold;">No</span><span style="font-family: Inter;">, but you can rename them.</span><br />
<span style="font-family: Inter;">To display one of the values on the form by default, select the check box next to it. If necessary, you can change the field value on the form.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-5" width="567" height="285" style="margin:0;width:567px;height:285px;border:none" src="data-types-5.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Choose a selection type:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Checkbox</span></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-6" width="210" height="36" style="margin:0;width:210px;height:36px;border:none" src="data-types-6.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Radio button</span></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-7" width="340" height="43" style="margin:0;width:340px;height:43px;border:none" src="data-types-7.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can configure the selection type you chose when creating the field. To do that, open the <a href="360009918011.html#configuringformfields" class="topiclink">Form Settings</a>, select the field, and change the type.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="date-time" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Date/time</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">This type is used to add a date and/or time to a form.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdt 9" width="416" height="327" style="margin:0;width:416px;height:327px;border:none" src="hmfile_hash_3d6423d9.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The display format can be configured only when creating the property or context variable</span><span style="font-family: Inter; font-weight: bold;">.</span></p>
<ol style="list-style-type:decimal">
<li value="1" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Date/time</span><span style="font-family: Inter;">. The user will need to specify a date and time.</span></li><li value="2" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Date</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">The user will need to specify only a date. The time is automatically set to</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-weight: bold;">00:00</span><span style="font-size: 15px; color: #394149;">.</span></li><li value="3" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Time</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">The user will need to specify only the time.</span></li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdt 10" width="514" height="229" style="margin:0;width:514px;height:229px;border:none" src="hmfile_hash_1834fa4a.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can also enable the following options:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Set current date and time</span><span style="font-family: Inter;">. The current date and time will be specified in the field by default. If you select this option for a <a href="process_context.html" class="topiclink">business process variable</a>, the date of the process start will be specified in the field.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Do not require to specify time</span><span style="font-family: Inter;">. Apart from the date, the user will be able to specify the time if needed. This option is available for the </span><span style="font-family: Inter; font-weight: bold;">Date/time</span><span style="font-family: Inter;"> format. You can also define the default time:</span></li></ul>
<ul style="list-style-type:disc"><ul style="list-style-type:circle">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Day Start</span><span style="font-family: Inter;">. The default time will be 12:00 AM.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Day End</span><span style="font-family: Inter;">. The default time will be 11:59 PM.</span></li></ul></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 14px;"><img alt="data-types-8" width="374" height="50" style="margin:0;width:374px;height:50px;border:none" src="data-types-8.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The time you choose will be shown in the </span><span style="font-family: Inter; font-weight: bold;">Time</span><span style="font-family: Inter;"> field by default.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="category" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Category</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">This type of field allows you to let the user choose one or more options from a drop-down list. The list of options is defined when configuring or editing a <a href="360009918011.html" class="topiclink">form</a> or when creating a <a href="process_context.html#add_new_variable" class="topiclink">context variable</a>.</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">Specify how many options a user can choose by enabling either the </span><span style="font-family: Inter; font-weight: bold;">Single</span><span style="font-family: Inter;"> or </span><span style="font-family: Inter; font-weight: bold;">Multiple</span><span style="font-family: Inter;"> option.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-9" width="508" height="323" style="margin:0;width:508px;height:323px;border:none" src="data-types-9.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">To select an option on the configured form, open the drop-down list.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="category_select_01" width="508" height="191" style="margin:0;width:508px;height:191px;border:none" src="category_select_01.png"/></p>
<p class="p_Normal">You can reset the value by clicking the <img alt="clip0235" width="16" height="20" style="margin:0;width:16px;height:20px;border:none" src="clip0235.png"/> icon or by selecting an empty row.</p>
<p class="p_Normal">When working with a <a href="https://tssdk.brix365.com/en/latest/interfaces/_02_types_.enumfield.html" target="_blank" class="weblink">Category</a> field, you can use scripts to automatically fill out the options in the list, for example, with <a href="360009920611.html" class="topiclink">app statuses</a>. To do that, you have to configure a dynamic list and use a variable that will collect the statuses and their values sent to the <span style="font-weight: bold;">Category</span> field as an array. This configuration also ensures that the list is automatically updated when app statuses change, eliminating the need for manual adjustments. </p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="money" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Money</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">A field for entering numbers with a currency code.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdt 17" width="536" height="278" style="margin:0;width:536px;height:278px;border:none" src="hmfile_hash_b92f5b62.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Currency</span><span style="font-family: Inter;">. Select the currency type from the drop-down list to the right of the field name. You can change the currency when you edit the field after saving. However, the values entered by users before that will not change until somebody edits the field and saves the data. The currency names and codes are in accordance with the ISO 4217 standard.</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Digits after decimal point to be displayed</span><span style="font-family: Inter;">. Specify the number of digits to be displayed after the decimal point on an app item form. This feature is available for integers as well. For example, if you enter 2 in this field, the data on a form will be displayed in the following way: $100.00.</span><br />
<span style="font-family: Inter;">The maximum number of digits depends on the currency type. If it is exceeded, you see the </span><img alt="clip0236" width="27" height="26" style="margin:0;width:27px;height:26px;border:none" src="clip0236.png"/><span class="f_ImageCaption"> </span>icon<span style="font-family: Inter;">. Hover over it to see the number of digits allowed.</span></li></ul>
<h2 class="p_Heading2"><a id="account" class="hmanchor"></a><span class="f_Heading2">Account</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">This field type is used to store messenger accounts. An app that has this type of field in its context can be linked with sessions in <a href="chat_lines.html" class="topiclink">live chats</a> from the </span><span style="font-family: Inter; font-weight: bold;">Live Chats</span><span style="font-family: Inter;"> workspace.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can specify the </span><span style="font-family: Inter; font-weight: bold;">Account type</span><span style="font-family: Inter;">: Telegram, WhatsApp, etc. You can also select </span><span style="font-family: Inter; font-weight: bold;">Other</span><span style="font-family: Inter;">. This format can be used to store an account not included in the list, for example, an additional email address.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-12" width="547" height="219" style="margin:0;width:547px;height:219px;border:none" src="data-types-12.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If you select </span><span style="font-family: Inter; font-weight: bold;">Several</span><span style="font-family: Inter;">, the user will be able to select the account type on their own and add several accounts when entering information in this field on the form.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-13" width="383" height="178" style="margin:0;width:383px;height:178px;border:none" src="data-types-13.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="phone-number" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Phone number</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">The field is used to enter the phone number.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">You can specify the </span><span style="font-family: Inter; font-weight: bold;">Phone number type</span><span style="font-family: Inter;">: main, home, work, etc.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdt 19" width="560" height="226" style="margin:0;width:560px;height:226px;border:none" src="hmfile_hash_53f170a5.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If you select </span><span style="font-family: Inter; font-weight: bold;">Several</span><span style="font-family: Inter;">, the user will be able to select the phone number type on their own when entering information in this field on the form.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The </span><span style="font-family: Inter; font-weight: bold;">Validation level</span><span style="font-family: Inter;"> option allows you to determine how the number entered on the form is checked against the format of numbers in the selected country:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Warn About Invalid Value</span><span style="font-family: Inter;">. If the user enters a number in an incorrect format, the </span><img alt="clip0236" width="27" height="26" style="margin:0;width:27px;height:26px;border:none" src="clip0236.png"/><span style="font-family: Inter;"> icon will appear to the right of the field. At the same time, the app item with such a value in the field can be saved.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Forbid Invalid Values</span><span style="font-family: Inter;">. If the number format is incorrect, a warning message will appear below the field. To save the app item, the user needs to correct the phone number.</span></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data_types_01" width="550" height="252" style="margin:0;width:550px;height:252px;border:none" src="data_types_01.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can add a phone extension using a separator. For example:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">+14841234567 x1234</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">+14841234567 ext 1234</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter;">+14841234567;1234</span></li></ul>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">The view form will display the extension number as follows: +14841234567 x1234.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="email" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Email</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">This type of field is used to enter an email address.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can select the </span><span style="font-family: Inter; font-weight: bold;">Email type</span><span style="font-family: Inter;">: main, home, or work.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-18" width="621" height="256" style="margin:0;width:621px;height:256px;border:none" src="data-types-18.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">If you select </span><span style="font-family: Inter; font-weight: bold;">Several</span><span style="font-family: Inter;">, the user will be able to select the type on their own.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The </span><span style="font-family: Inter; font-weight: bold;">Validation level</span><span style="font-family: Inter;"> option allows you to how the email address entered on the form is checked:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Warn About Invalid Value</span><span style="font-family: Inter;">. If the user enters an email address in an incorrect format, the </span><img alt="clip0236" width="27" height="26" style="margin:0;width:27px;height:26px;border:none" src="clip0236.png"/><span style="font-family: Inter;"> icon will appear to the right of the field. At the same time, the app item with such a value in the field can be saved.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Forbid Invalid Values</span><span style="font-family: Inter;">. If the address format is incorrect, a warning message will appear below the field. To save the app item, the user needs to correct the address.</span></li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data_types_02" width="625" height="271" style="margin:0;width:625px;height:271px;border:none" src="data_types_02.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">When this field is filled in, additional options are available on the view form: the user can quickly proceed to add and send an email to the specified address, as well as copy the email to the clipboard. To do that, click the </span><img alt="arrow-down-icon" width="16" height="10" style="margin:0;width:16px;height:10px;border:none" src="arrow-down-icon.png"/> <span style="font-family: Inter;">icon next to the entered email and select the option you need.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="data-types-19" width="499" height="187" style="margin:0;width:499px;height:187px;border:none" src="data-types-19.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Default Email Client</span><span style="font-family: Inter;">. Select this option to open the page of the main email client installed on your PC. The recipients address will be filled out automatically.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">BRIX</span><span style="font-family: Inter;">. If you linked an email address to the BRIX built-in email client in the <a href="email-workspace.html" class="topiclink">Email</a> workspace, you can create and send an email directly in the BRIX interface. The </span><span style="font-family: Inter; font-weight: bold;">Write message</span><span style="font-family: Inter;"> window will open if you click it. The </span><span style="font-family: Inter; font-weight: bold;">To</span><span style="font-family: Inter;"> field will be filled in automatically.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Copy to Clipboard</span><span style="font-family: Inter;">. Copy the email address to the clipboard.</span></li></ul>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="image" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Image</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">In an</span><span style="font-family: Inter; font-weight: bold;"> Image </span><span style="font-family: Inter;">type field, you can attach a </span><span style="font-family: Inter; font-weight: bold;">.jpg</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">.tif</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">.tiff</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">.avif</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">.webp</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">.gif</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">.bmp</span><span style="font-family: Inter;">, or </span><span style="font-family: Inter; font-weight: bold;">.png</span><span style="font-family: Inter;"> file. When setting up this field, you can select how many images can be attached to it: </span><span style="font-family: Inter; font-weight: bold;">One</span><span style="font-family: Inter;"> or </span><span style="font-family: Inter; font-weight: bold;">Many</span><span style="font-family: Inter;">.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">If you check the </span><span style="font-family: Inter; font-weight: bold;">Clip image when uploading</span><span style="font-family: Inter;"> box, the user will be able to select an area of the image to display when uploading it.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdt 25" width="578" height="325" style="margin:0;width:578px;height:325px;border:none" src="hmfile_hash_fa05fc4e.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">This is how it is displayed on the form.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-21" width="220" height="79" style="margin:0;width:220px;height:79px;border:none" src="data-types-21.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="file_type" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Files</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">A </span><span style="font-family: Inter; font-weight: bold;">Files</span><span style="font-family: Inter;"> type field allows you to attach files of any type, such as invoices, documents, videos, etc.</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">You can specify if the user can attach </span><span style="font-family: Inter; font-weight: bold;">One</span><span style="font-family: Inter;"> or </span><span style="font-family: Inter; font-weight: bold;">Many</span><span style="font-family: Inter;"> files.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="sdt 28" width="584" height="199" style="margin:0;width:584px;height:199px;border:none" src="hmfile_hash_d8b7a5d2.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Please note that if you change the type from <span style="font-weight: bold;">Many</span> to <span style="font-weight: bold;">One</span>, you will be able to keep only one file in the field when editing a previously created item storing various files. Once you save the app item, the excessive files will be removed.</p>
<p style="text-align: justify; line-height: 1.20; margin: 19px 0 0 0;">To attach a file, drag it from your computer or click the <span style="font-weight: bold;">three dots</span> icon and then add it from the <span style="color: #0000ff;"><a href="360014164452.html" class="topiclink">Files</a></span> workspace or clipboard.</p>
<p style="text-align: justify; line-height: 1.20; margin: 19px 0 0 0;"><img alt="attach-file" width="580" height="196" style="margin:0;width:580px;height:196px;border:none" src="attach-file.png"/></p>
<p style="text-align: justify; line-height: 1.20; margin: 19px 0 0 0;">Please note that the Mozilla Firefox browser does not support pasting multiple files from the clipboard. In this case, only the first file will be added.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Here is what an uploaded file looks like:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="doc_scan" width="455" height="58" style="margin:0;width:455px;height:58px;border:none" src="doc_scan.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">You can copy a link to a file to share with a colleague. To do this, click the <img alt="clip0270" width="20" height="21" style="margin:0;width:20px;height:21px;border:none" src="clip0270.png"/> icon. Another employee will be able to download the file via the link if they have the appropriate permissions.<br />
By clicking on the file on an app item or task form, you can open its <a href="preview-and-edit-files.html#view" class="topiclink">preview</a> page. On the preview page, you can:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Download the file to your PC by clicking <img alt="save-doc-icon" title="save-doc-icon" width="23" height="27" style="margin:0;width:23px;height:27px;border:none" src="save-doc-icon.png"/><span class="f_ImageCaption" style="font-size: 16px; font-weight: normal;">.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Open a menu with more options by clicking <img alt="doc-options-icon" title="doc-options-icon" width="14" height="21" style="margin:0;width:14px;height:21px;border:none" src="doc-options-icon.png"/>:<ul style="list-style-type:circle">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Create Shortcut</span>. Place a link to a file in the selected folder in the <a href="360014164452.html" class="topiclink">Files</a> workspace. This helps you organize data and quickly find the documents you need. Select an option, then navigate to the folder where you want to create a link to this file and click <span style="font-weight: bold;">+Paste Shortcut</span> or press <span style="font-weight: bold;">Ctrl+V</span> keys. </li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Compare with File</span>. Upload a file from your computer to <a href="versions-compare.html" class="topiclink">compare</a> it to the current version of the file in on the item or task page. The option is available for <span style="font-weight: bold;">.doc</span> and <span style="font-weight: bold;">.docx</span> files. Only files of the same formats can be compared.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Create Copy</span>. You can save a copy of this file to a folder in the <span style="font-weight: bold;">Files</span> workspace. All the <a href="360014353991.html" class="topiclink">actions</a> available for files will also become available for this file.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Compare with Version</span>. This action is available if<a href="360009707032.html#file_versions" class="topiclink"> the file version history</a> for documents from the <span style="font-weight: bold;">File</span>-type properties is enabled and configured in the system. The option will be displayed for <span style="font-weight: bold;">.doc</span> and <span style="font-weight: bold;">.docx</span> files on the item or task page when you add multiple versions. Only files of the same formats can be compared.</li></ul></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Access to the file is determined by the access settings of the app item to which it is added. To allow other users to work with the file, you can provide them with <a href="element-right.html#permissions-on-item-page" class="topiclink">additional permissions</a> to the item.</p>
<h3 class="p_Heading3"><a id="file_versions" class="hmanchor"></a><span class="f_Heading3">File version history for the Files type fields</span></h3>
<p class="p_Normal" style="line-height: 1.36;">For files uploaded to the <span style="font-weight: bold;">Files</span> field, <a href="docs-versions.html" class="topiclink">version history</a> is available. </p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">For the version history to become available, the <a href="360006871932.html#administrators" class="topiclink">system administrator</a> has to enable the <code><b>allowAddVersionFileFields</b></code> feature flag. To learn more, see <a href="change-settings-enterprise.html#enable-feature-flag-enterpeise" class="topiclink">Modify BRIX Enterprise parameters</a> and <a href="change-elma365standard-parameters.html#enable-feature-flag-standard" class="topiclink">Modify BRIX Standard parameters</a>. If you are using the SaaS edition, to enable the feature flag, please contact your BRIX sales rep.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">To add a new file version to the field, upload the file from your PC when editing the app item, or attach the version in the course of a business process via the <a href="360020300571.html" class="topiclink">Assign Value</a> and <a href="360012454020.html" class="topiclink">Edit App Item</a> activities. </p>
<p style="line-height: 1.28; page-break-after: avoid; margin: 0 0 11px 0;"><span style="font-family: Inter;">Keep in mind that:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">If you upload a new file to a field of the </span><span style="font-family: Inter; font-weight: bold;">One</span><span style="font-family: Inter;"> type, it will be added as a version for the existing file.</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">If you upload files with the same name and format to a field </span>of the <span style="font-weight: bold;">Many</span> type<span style="font-family: Inter;">, they will be added as versions to the existing files.</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">If during a business process or script execution a file is added to a field that matches exactly with the last version of an existing file, a new version will not be added.</span></li></ul>
<p class="p_Normal">All uploaded versions of the file are saved in the system. To display the list of versions on a task page or app item page, add the <a href="document-version.html" class="topiclink">Document versions</a> widget to the form, and in its settings, specify the property that stores the file.</p>
<p class="p_Normal"><img alt="file_versioning_widget" width="631" height="396" style="margin:0;width:631px;height:396px;border:none" src="file_versioning_widget.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="full-name" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Full Name</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">This field allows the user to enter the last name, first name, and middle name.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdt 29" width="736" height="42" style="margin:0;width:736px;height:42px;border:none" src="hmfile_hash_24556bd9.png"/></p>
<h2 class="p_Heading2"><a id="arbitrary-app" class="hmanchor"></a><span class="f_Heading2">Arbitrary app</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">This type allows the user to select an item from any app.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can specify if the user can select </span><span style="font-family: Inter; font-weight: bold;">One</span><span style="font-family: Inter;"> or </span><span style="font-family: Inter; font-weight: bold;">Many</span><span style="font-family: Inter;"> app items.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">If </span><span style="font-family: Inter; font-weight: bold;">Many</span><span style="font-family: Inter;"> is selected, items from different apps can be specified on the form.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="data-types-25" width="560" height="218" style="margin:0;width:560px;height:218px;border:none" src="data-types-25.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">To select an app item, click the field on the form or the magnifying glass icon in it. In the window that opens, an app from the list needs to be selected.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-26" width="353" height="302" style="margin:0;width:353px;height:302px;border:none" src="data-types-26.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">A window with app items will open, and you will be able to select an app item by clicking on it. On the form, the app item will be displayed as a link. Click it to access the app item page.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">To select another app item, click the recycle bin icon to the right of the link. The field will be cleared.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="data-types-27" width="448" height="57" style="margin:0;width:448px;height:57px;border:none" src="data-types-27.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If the recycle bin icon is not displayed, the field is </span><span style="font-family: Inter; font-weight: bold;">read-only</span><span style="font-family: Inter;">. It is impossible to change its value.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can add an </span><span style="font-family: Inter; font-weight: bold;">Arbitrary App</span><span style="font-family: Inter;"> type field to a widget. Then you can use it as a universal component on different forms.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Please note that when you configure input and output variables or bind settings to an </span><span style="font-family: Inter; font-weight: bold;">Arbitrary App</span><span style="font-family: Inter;"> type field, you can specify variables of the following types: </span><span style="font-family: Inter; font-weight: bold;">Arbitrary App</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">App</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">File</span><span style="font-family: Inter;">, or </span><span style="font-family: Inter; font-weight: bold;">Users</span><span style="font-family: Inter;">.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Read more about <a href="360012266792.html" class="topiclink">input and output variables</a> and <a href="common_widget_settings.html" class="topiclink">binding fields</a>.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="link" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Link</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">This field allows displaying a link to a website, a document, or workspace in BRIX, or to other internet sources.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-28" width="258" height="55" style="margin:0;width:258px;height:55px;border:none" src="data-types-28.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="table" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Table</span></h2>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">With the </span><span style="font-family: Inter; font-weight: bold;">Table</span><span style="font-family: Inter;"> field, you can structure data by rows and columns, change its design, and insert special formulas that will perform calculations. Learn more about working with fields of this type in the <a href="360010201779.html" class="topiclink">Table data type</a> article.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdt 33" width="558" height="133" style="margin:0;width:558px;height:133px;border:none" src="hmfile_hash_60d44412.png"/></p>
<h2 class="p_Heading2"><a id="role" class="hmanchor"></a><span class="f_Heading2">Role</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In a </span><span style="font-family: Inter; font-weight: bold;">Role</span><span style="font-family: Inter;"> type field, you can specify a user, a <a href="360007146071.html" class="topiclink">group</a> of users, or an <a href="360003861992.html" class="topiclink">org chart</a> item.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-30" width="522" height="93" style="margin:0;width:522px;height:93px;border:none" src="data-types-30.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Using a </span><span style="font-family: Inter; font-weight: bold;">Role</span><span style="font-family: Inter;"> type field is convenient when you need to specify a whole group of users of an org chart item. You dont need to select each specific user. You only need to select the necessary group or position.</span></p>
<p style="text-align: justify; line-height: 1.20; margin: 14px 0 0 0;">You can allow employees to specify locked users and those who have received an invitation to the company but have not yet logged in to the field.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="checking" width="363" height="245" style="margin:0;width:363px;height:245px;border:none" src="checking.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="users" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Users</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">In this field, you can select one or more specific system users.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdt 31" width="673" height="84" style="margin:0;width:673px;height:84px;border:none" src="hmfile_hash_0502a32c.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">After adding the field to the form, specify the settings:</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="data-types-33" width="541" height="302" style="margin:0;width:541px;height:302px;border:none" src="data-types-33.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Enter the field name and code.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Select the number of users you can specify in the field: </span><span style="font-family: Inter; font-weight: bold;">One</span><span style="font-family: Inter;"> or </span><span style="font-family: Inter; font-weight: bold;">Many</span><span style="font-family: Inter;">.</span></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 34px;"><span style="font-family: Inter;">For the </span><span style="font-family: Inter; font-weight: bold;">Users (One)</span><span style="font-family: Inter;"> property in the <a href="360029250931.html#addingpropertytotheform" class="topiclink">interface designer</a>, you can place nested fields, such as </span><span style="font-family: Inter; font-weight: bold;">Full Name</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Position</span><span style="font-family: Inter;">, etc., on a widget template or app form.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 34px;"><span style="font-family: Inter;">For the </span><span style="font-family: Inter; font-weight: bold;">Users (Many)</span><span style="font-family: Inter;"> type property, you can configure <a href="360009669952.html" class="topiclink">search by parameters</a> and select users from the list by clicking the magnifying glass icon.</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Check the following options:</span></li></ul>
<ul style="list-style-type:disc"><ul style="list-style-type:circle">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Show locked users</span> and <span style="font-weight: bold;">Show invited users</span>. The employees will be able to specify locked users and &nbsp;those who have received an invitation to the company but have not yet logged in in the field.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Add filter</span><span style="font-family: Inter;">. Configure conditions for filtering entries when selecting users in the field. For example, to show only employees of a certain position. Read more about it in the </span><a href="limit-selection-of-elements.html" class="topiclink">Add a filter for users and app items on the item form</a> article.</li></ul></li></ul>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="app" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">App</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">If you place a field of this type on an app form, you can use it to specify one or more app items of another app. This creates a link between the two apps. The link to the associated app item is displayed on the page of the main app item. Click on it to open the page of the associated item.</span></p>
<p class="p_Normal">The app is selected when configuring the form or creating the context variable. To determine how many app items the user will be able to specify in the field, select <span style="font-weight: bold;">One</span> or <span style="font-weight: bold;">Many</span> in the variables settings.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdt 34" width="603" height="279" style="margin:0;width:603px;height:279px;border:none" src="hmfile_hash_1d60d0d6.png"/></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal">If the field is placed on the form of an app that already contains app items, you cannot change the type from <span style="font-weight: bold;">Many</span> to <span style="font-weight: bold;">One</span>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;примечание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Note</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">When configuring the <a href="360009923311.html" class="topiclink">display of items on an app page</a>, a field with the subtype </span><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Many</span><span style="font-size: 15px; font-family: Inter;"> can be added to a table, tiles, or a kanban board. In this case, when the app is opened, data is loaded for all links from this field for each displayed item page. This increases the system load, especially if there are many such links. To optimize the display of app pages, you can <a href="360009923311.html#eager-load" class="topiclink">enable eager data loading</a>.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;примечание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">When the app is selected, additional options become available:</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdt 35" width="617" height="328" style="margin:0;width:617px;height:328px;border:none" src="hmfile_hash_1720d629.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Default values for new items</span><span style="font-family: Inter;">. Enable the option and configure the app to make it possible for users to create new app items with pre-filled fields directly from the form. For example, the user can create supplementary agreements directly on the form of a contract they relate to. Their fields will be pre-filled with values form the contract. To learn more, see <a href="360022129191.html" class="topiclink">Default values for new items</a>.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Bound app</span><span style="font-family: Inter;">. Check the option to add child app items when creating an app item and save them only after saving the main item. To learn more, see <a href="360020016471.html" class="topiclink">Bound apps</a>.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Add filter</span><span style="font-family: Inter;">. Enable the option and configure conditions for filtering entries when selecting items of the linked app. For example, show only items created later than a specified date or items that were added by the current user. To learn more, see </span><a href="limit-selection-of-elements.html" class="topiclink">Add a filter for users and app items on the item form</a><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In the <a href="360029250931.html#addingpropertytotheform" class="topiclink">interface designer</a>, you can place nested fields of the </span><span style="font-family: Inter; font-weight: bold;">App</span><span style="font-family: Inter;"> type with the </span><span style="font-family: Inter; font-weight: bold;">One</span><span style="font-family: Inter;"> subtype on a widget template or app form.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app-5" width="687" height="413" style="margin:0;width:687px;height:413px;border:none" src="app-5.png"/></p>
<p style="line-height: 1.20; margin: 7px 0 7px 0;"><span style="font-family: Inter;">To fill in a field on a configured form, start typing the name of an item or click the magnifying glass icon to go to the list of available items and <a href="search-on-app-form.html" class="topiclink">search by options</a>.</span></p>
<p style="line-height: 1.20; margin: 7px 0 7px 0;"><span style="font-family: Inter;">If you have <a href="360007527512.html#assign" class="topiclink">permissions to create app items</a> in the selected app, you will be able to create a new app item as you fill out the fields on the form. To do that, click the </span><span style="font-family: Inter; font-weight: bold;">+Create</span><span style="font-family: Inter;"> button.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="app_type_1" width="551" height="178" style="margin:0;width:551px;height:178px;border:none" src="app_type_1.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">In the <a href="360028941032.html" class="topiclink">advanced mode</a>, the </span><span style="font-family: Inter; font-weight: bold;">Read-only</span><span style="font-family: Inter;"> option is automatically enabled for fields of the </span><span style="font-family: Inter; font-weight: bold;">App</span><span style="font-family: Inter;"> type. When filling out a field on the form, users will only see a button to create a new item. You can configure how it will look like. Read more about it in</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;"><a href="360029148471.html#plus_create" class="topiclink">Create an app item on the page of another app</a></span><span style="font-size: 15px; color: #394149;">.</span></p>
<p class="p_Normal">To allow users to select an item from the list of existing items when filling out a field, go to the app form settings and disable the <span style="font-weight: bold;">Read-only</span> option for this property. Read more in <a href="360029250871.html" class="topiclink">Create, View, and Edit tabs</a>.</p>
<h2 class="p_Heading2"><a id="arbitrary-type" class="hmanchor"></a><span class="f_Heading2">Arbitrary type</span></h2>
<p class="p_Normal">You can use this type to pass or store arbitrary data in the context. You can read more about it in <a href="https://tssdk.brix365.com/en/latest/modules/_02_types_.html#tjson" target="_blank" class="weblink">BRIX TS SDK</a>. You can use this type as an auxiliary variable in scripts. For example, use it to record the results of a client script to create a dynamic form. For more information about this example, read the <a href="activities-features.html#arbitrary-type" class="topiclink">Use business process activities</a> article.</p>
<h2 class="p_Heading2"><a id="event" class="hmanchor"></a><span class="f_Heading2">Event</span></h2>
<p class="p_Normal">You can use this data type in the context of a custom widget to send an event from a child widget to a parent one. Events are a button click, data entry in a field, etc. When placing a widget on a form or a page, you can find a custom event in the widget settings on the <a href="common_widget_settings.html#events-tab" class="topiclink">Events</a> tab. You can work with it in the same way as with system events available by default.</p>
<p class="p_Normal">In this way, you can set up a script to run in the parent widget when an action occurs in the child widget. For example, if in the child widget a field value changes or the user clicks a button, then calculations with a formula or data filtering are performed in the parent widget.</p>
<p class="p_Normal">To do this, you need to add an <span style="font-weight: bold;">Event</span> type variable in the child widget and link a script to it in the parent widget. Then the following happens:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">In a child widget, it records an event, for example, the user clicks a button.</li><li class="p_Normal">In a parent widget, it starts an action, for example, data filtering is performed after clicking a button.</li></ul>
<p class="p_Normal">You can read more information about the property of the <span style="font-weight: bold;">Event</span> type and how to use it in <a href="https://tssdk.brix365.com/en/latest/interfaces/_02_types_.tclientevent.html" target="_blank" class="weblink">BRIX TS SDK</a>. See the use cases with this data type in the <a href="event-in-widgets.html" class="topiclink">Send an event from a child widget to a parent one</a> and <a href="child-widget-event.html" class="topiclink">Send an event between two child widgets</a> articles.</p>
<h2 class="p_Heading2"><a id="report" class="hmanchor"></a><span class="f_Heading2">Report</span></h2>
<p class="p_Normal">A report is a system component that displays data from several source apps in the form of a table. For example, in the <span style="font-weight: bold;">Order Register</span> report you can link different apps of the system and display information about an order, customer, contract, and invoice. Read more <span style="font-family: Inter;">in <a href="report.html" class="topiclink">Report</a>.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The </span><span style="font-family: Inter; font-weight: bold;">Report</span><span style="font-family: Inter;"> type field allows to add a link to the report created in the system to the app form or page. When you click on the link, the page with the configured report table will be opened.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="data_types_03" width="431" height="180" style="margin:0;width:431px;height:180px;border:none" src="data_types_03.png"/></p>
<p class="p_Normal">Creating a <span style="font-weight: bold;">Report</span> type field is available only in the <a href="interface_designer.html" class="topiclink">interface designer</a> on the <span style="font-weight: bold;">Context</span> tab.</p>
<p class="p_Normal">To add a <span style="font-weight: bold;">Report</span> type field:</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal">In the app, enable <span style="font-family: Inter;"><a href="360028941032.html" class="topiclink">advanced mode</a></span>.</li><li value="2" class="p_Normal">Go to the interface designer of the selected app form or page and click +<span style="font-weight: bold;">Add</span> on the <span style="font-weight: bold;">Context</span> tab.</li><li value="3" class="p_Normal">Specify a name and property type, select the report created in the system, and click <span style="font-weight: bold;">Create</span>.</li></ol>
<p class="p_Normal" style="margin: 0 0 0 34px;"><img alt="data_types_04" width="537" height="440" style="margin:0;width:537px;height:440px;border:none" src="data_types_04.png"/></p>
<p class="p_Normal" style="margin: 0 0 0 34px;">Now you will be able to refer to the fields of the selected report in scripts using <a href="https://tssdk.brix365.com/en/latest/interfaces/_02_types_.reportfield.html" target="_blank" class="weblink">TS SDK methods</a> or add a link to the report on a form or page.</p>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" class="p_Normal">Click the <span style="font-weight: bold;">Template</span> tab, select <span style="font-weight: bold;">Properties</span> in the right panel, and drag the <span style="font-weight: bold;">Report</span> type property to the field to be modeled.</li><li value="5" class="p_Normal">In the opened window, name the field on the form and click <span style="font-weight: bold;">Save</span>.</li><li value="6" class="p_Normal">To edit the report link name, change the field name on the <span style="font-weight: bold;">Context</span> tab.</li><li value="7" class="p_Normal">Save and publish the configured form or page.</li></ol>
<p class="p_Normal">For the <span style="font-weight: bold;">Report</span> type field, the <span style="font-weight: bold;">Read-only</span> option is enabled. Users will be able to navigate to the report page using the specified link, but will not be able to change the field value.</p>
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<p><a href="360024498352.html">Modules</a> &gt; Examples of BRIX integration modules / Integration with Google Docs using &lt;iframe&gt;</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Integration with Google Docs using &lt;iframe&gt;</span></h1>
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<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Integration with Google Docs allows several users to work with a document at the same time while still having access to standard BRIX features like sending documents for review or approval.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Linking a Google Docs document with an BRIX app item allows you to see all the necessary data (for example, information about the order or the client) and edit or view the content of the document on the same page.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">This article describes how to configure integration with Google Docs using </span><code><b>&lt;iframe&gt;</b></code><span style="font-family: Inter;">.</span></p>
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<li value="1" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;"><a href="360007235031.html" class="topiclink">Create an app</a> in BRIX.</span></li></ol>
<p style="text-indent: -24px; line-height: 1.20; margin: 14px 0 0 48px;"><img alt="google-docs-integration-1" width="536" height="430" style="margin:0;width:536px;height:430px;border:none" src="google-docs-integration-1.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="2" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Add a <a href="360009707032.html" class="topiclink">Link</a> type field (code </span><code><b>link</b></code><span style="font-family: Inter;">) and switch to the <a href="360028941032.html" class="topiclink">advanced mode</a>.</span></li></ol>
<p style="text-indent: -24px; line-height: 1.20; margin: 14px 0 0 48px;"><img alt="google-docs-integration-2" width="741" height="340" style="margin:0;width:741px;height:340px;border:none" src="google-docs-integration-2.png"/></p>
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<li value="3" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Create a custom view form.</span></li></ol>
<p style="text-indent: -24px; line-height: 1.20; margin: 14px 0 0 48px;"><img alt="google-docs-integration-3" width="803" height="465" style="margin:0;width:803px;height:465px;border:none" src="google-docs-integration-3.png"/></p>
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<li value="4" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Add the <a href="code_widget.html" class="topiclink">Code widget</a> to the form.</span></li></ol>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">To embed a document into a form, use </span><code><b>&lt;iframe&gt;</b></code><span style="font-family: Inter;">. Insert the following code in the editor:</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">&lt;% if (Context.data.link) { %&gt;</span><br />
<span class="f_CodeExample">&lt;div&gt;</span><br />
<span class="f_CodeExample"> &nbsp;&nbsp;&nbsp;Document</span><br />
<span class="f_CodeExample">&lt;/div&gt;</span><br />
<span class="f_CodeExample">&lt;iframe</span><br />
<span class="f_CodeExample"> &nbsp;&nbsp;&nbsp;width=&quot;900&quot;</span><br />
<span class="f_CodeExample"> &nbsp;&nbsp;&nbsp;height=&quot;700&quot;</span><br />
<span class="f_CodeExample"> &nbsp;&nbsp;&nbsp;frameborder=&quot;0&quot;</span><br />
<span class="f_CodeExample"> &nbsp;&nbsp;&nbsp;src=&quot;&lt;%= Context.data.link %&gt;&quot;</span><br />
<span class="f_CodeExample">&gt;&lt;/iframe&gt;</span><br />
<span class="f_CodeExample">&lt;% } %&gt;</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can learn more about working with forms in the <a href="360029250931.html" class="topiclink">Form templates</a> article and <a href="https://tssdk.brix365.com/" target="_blank" class="weblink">BRIX TS SDK</a>.</span></p>
<ol style="list-style-type:upper-roman">
<li value="5" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Save the form.</span></li></ol>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Now a user can specify a link to a Google Docs document when creating a new app item. This makes it possible to work with the document directly on the app items view form:</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="google-docs-integration-4" width="632" height="380" style="margin:0;width:632px;height:380px;border:none" src="google-docs-integration-4.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="google-docs-integration-5" width="978" height="560" style="margin:0;width:978px;height:560px;border:none" src="google-docs-integration-5.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Note that editing permissions are set up in Google Docs.</span></p>
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<p>Low-code designer &gt; Workspace / Delete workspace</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Delete workspace</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To delete a <span style="font-weight: bold;">workspace</span>, click <img alt="workspace gear 1" width="19" height="21" style="margin:0;width:19px;height:21px;border:none" src="hmfile_hash_85b98ea9.png"/> &nbsp;next to its name and select <span style="font-weight: bold;">Delete Workspace</span>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only the users included in the <a href="360006871932.html" class="topiclink">Administrators</a><span style="font-weight: bold;"> </span>group can delete workspaces.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="delete_wspc" width="600" height="809" style="margin:0;width:600px;height:809px;border:none" src="delete_wspc.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Confirm deleting by clicking <span style="font-weight: bold;">OK</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The workspace will be removed from the left menu of the main page, placed to the <span style="font-weight: bold;"><a href="360009705932.html#delete" class="topiclink">Recycle Bin</a></span><span style="text-decoration: underline;">,</span> and will become unavailable to all users. If necessary, you can <a href="360007799052.html#delete" class="topiclink">restore</a> the workspace. All its components will be restored as well.</p>
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<p>Low-code designer &gt; App builder / App item form</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">App item form</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A<span style="font-weight: bold;"> form</span> is the layout of an app item<span style="font-family: Inter;">s page</span>. When you configure a form, you specify what the page of an item will look like: what kind of data it will display, what information the user will have to enter, and which fields can or cannot be edited.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can configure forms when <a href="360007235031.html#from_scratch" class="topiclink">adding a new app</a> or when <a href="360009918011.html#edit_form" class="topiclink">editing an existing one</a>. A configured form is used for creating, viewing, and editing an <a href="360016427291.html" class="topiclink">app item</a>. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Here is what an app item form may look like:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="edit_form" class="hmanchor"></a><span class="f_ImageCaption"> <img alt="app-item-forms-1" width="771" height="529" style="margin:0;width:771px;height:529px;border:none" src="app-item-forms-1.png"/></span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Forms have fields that need to be filled out, like name, position, phone number, etc. In addition, you can add tables, lists, and radio buttons that allow the user to select one or more options.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="configuringformfields" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Configure form fields</span></h2>
<p class="p_Normal">You can add an unlimited number of fields to the form, defining their order and settings.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;">Only users included in the<span style="font-weight: bold;"> </span><a href="360006871932.html" class="topiclink">Administrators</a> group can configure forms.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">There are two ways to open form settings:</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the left menu of a workspace, click the <img alt="app gear icon" width="19" height="20" style="margin:0;width:19px;height:20px;border:none" src="hmfile_hash_f96bd8e3.png"/><span class="f_ImageCaption"> </span>icon next to an app<span style="font-family: Inter;">s</span> name and select <span style="font-weight: bold;">Form Settings</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 29px;"><img alt="AIF 2" width="488" height="561" style="margin:0;width:488px;height:561px;border:none" src="hmfile_hash_1799ee00.png"/></p>
<ol style="list-style-type:decimal" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">On an app page, click on the name of any app item. In the window that opens, click the <span style="font-weight: bold;">Form Settings </span>link.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 29px;"><img alt="aif 3" width="857" height="463" style="margin:0;width:857px;height:463px;border:none" src="hmfile_hash_b70cdd24.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Form Settings </span>window will open. It contains two areas: on the left you can see the <a href="360016427291.html" class="topiclink">app item</a> form, while on the right is the properties pane. You can find more information about all types of properties in the <a href="360009707032.html" class="topiclink">System data types</a> article.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Each property placed in the area on the left is a field on the form. Drag and drop properties from the pane on the right to add the fields you need.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="aif 4" width="806" height="565" style="margin:0;width:806px;height:565px;border:none" src="hmfile_hash_bfc03110.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can also drag and drop fields on the form to rearrange them.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After adding all the fields you need, you can start configuring them. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the left part of the window, fields are collapsed. Click on a field to expand it and define its parameters.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="AIF 5" width="860" height="648" style="margin:0;width:860px;height:648px;border:none" src="hmfile_hash_8f2a26a4.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can edit:</p>
<div style="text-align: left; text-indent: 0; padding: 0 0 0 0; margin: 14px 0 0 0;"><table style="width:762px; border:solid thin #a0a0a0; border-spacing:2px;">
<tr>
<td style="vertical-align:middle; width:298px; height:48px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20;"><img alt="aif 6" width="132" height="55" style="margin:0;width:132px;height:55px;border:none" src="hmfile_hash_3e852661.png"/></p>
</td>
<td style="vertical-align:middle; width:447px; height:48px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20; margin: 0 0 0 7px;">The field<span style="font-family: Inter;">s</span> name that will be displayed on the pages for creating, viewing, and editing an app item.</p>
</td>
</tr>
<tr>
<td style="vertical-align:middle; width:298px; height:48px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20;"><img alt="aif 7" width="132" height="55" style="margin:0;width:132px;height:55px;border:none" src="hmfile_hash_6eae26ce.png"/></p>
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<td style="vertical-align:middle; width:447px; height:48px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20; margin: 0 0 0 7px;"><a id="common_fields" class="hmanchor"></a>The field<span style="font-family: Inter;">s</span> code used when working with the API. </p>
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<tr>
<td style="vertical-align:middle; width:298px; height:74px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20;"><img alt="aif 8" width="132" height="55" style="margin:0;width:132px;height:55px;border:none" src="hmfile_hash_ebecd74f.png"/></p>
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<td style="vertical-align:middle; width:447px; height:74px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20; margin: 0 0 0 6px;">Additional information that clarifies how to fill out the field on an app item form.<span style="font-style: italic;"> </span>For example, <span style="font-family: Inter;"></span>Enter your mobile phone number in the following format: +1 5ХХ ХХХ ХХ ХХ<span style="font-family: Inter;"></span>.</p>
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<td style="vertical-align:middle; width:298px; height:74px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20;"><img alt="aif 9" width="171" height="46" style="margin:0;width:171px;height:46px;border:none" src="hmfile_hash_f640f7de.png"/></p>
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<td style="vertical-align:middle; width:447px; height:74px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20; margin: 0 0 0 7px;"><a id="search_field" class="hmanchor"></a>If you check this box, the field will be used as a parameter for <a href="360009669952.html" class="topiclink">search in the app</a>.</p>
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<td style="vertical-align:middle; width:298px; height:213px; padding:1px; border:solid thin #a0a0a0;"><p class="p_Normal" style="line-height: 1.20;"><img alt="aif 10" width="187" height="241" style="margin:0;width:187px;height:241px;border:none" src="hmfile_hash_f03db889.png"/></p>
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<td style="vertical-align:middle; width:447px; height:213px; padding:1px; border:solid thin #a0a0a0;"><p class="p_Normal" style="line-height: 1.20; margin: 0 0 0 8px;">Each property has a set of parameters. For instance, for a <span style="font-weight: bold;">Phone</span> <span style="font-weight: bold;">number</span> type property, you can specify its type: home, work, mobile, etc. For a <span style="font-weight: bold;">Money</span> type property, you can select the currency, for example, USD. You can learn more about properties and their settings in the <a href="360009707032.html" class="topiclink">System data types</a> article.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you need to make a field required, click the <img alt="required grey" width="18" height="21" style="margin:0;width:18px;height:21px;border:none" src="hmfile_hash_c7fb650f.png"/>icon next to its name.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Required fields are marked with<span class="f_ImageCaption"> <img alt="required" width="18" height="20" style="margin:0;width:18px;height:20px;border:none" src="required.png"/></span>on the form. If a required field is not filled out, the user will see a warning when saving the item.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app-item-forms-required" width="473" height="95" style="margin:0;width:473px;height:95px;border:none" src="app-item-forms-required.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To delete a field, click the <img alt="trash" width="19" height="22" style="margin:0;width:19px;height:22px;border:none" src="trash.png"/><span class="f_ImageCaption"> </span>icon.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="aif 12" width="944" height="597" style="margin:0;width:944px;height:597px;border:none" src="hmfile_hash_fa5225e8.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After configuring the form, click <span style="font-weight: bold;">Save</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="aif 13" width="880" height="593" style="margin:0;width:880px;height:593px;border:none" src="hmfile_hash_34b92d5b.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you want to set up different forms for creating, viewing, and editing app items, switch to the <a href="360028941032.html" class="topiclink">Advanced Mode</a>. </p>
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<p><a href="access_permissions.html">Access permissions in BRIX</a> / Access to an app</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Access to an app</span></h1>
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<p style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">Users who have access to an app can see the app in the left menu, interact with app items that are <a href="360007527512.html" class="topiclink">accessible</a> to them, and use the app in <a href="360009669952.html#by-parameters" class="topiclink">search by parameters</a>. Access can be configured when</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;"><a href="360007235031.html" class="topiclink">creating</a></span><span style="font-size: 15px; color: #394149;"> the app or later in its settings</span><span style="font-size: 15px; color: #394149;">.</span></p>
<p style="line-height: 1.20; margin: 16px 0 0 0;"><span style="font-size: 15px; color: #394149;">Access is granted to groups of users. Note that these groups also need to have <a href="360009660872.html" class="topiclink">access to the workspace</a> that the app is stored in.</span></p>
<p style="line-height: 1.20; margin: 16px 0 0 0;"><span style="font-size: 15px; color: #394149;">If you</span><span style="font-family: Inter;">re</span><span style="font-size: 15px; color: #394149;"> not included in a group that has access to an app, you won</span><span style="font-family: Inter;">t</span><span style="font-size: 15px; color: #394149;"> see it in the left menu, but</span><span style="font-family: Inter;"> you will be able to work with its items using direct links. Read more about access settings in <a href="access_permissions.html" class="topiclink">Access permissions in BRIX</a>.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only the users included in the<span style="font-weight: bold;"> </span><a href="360006871932.html" class="topiclink">Administrators</a> group can manage access to apps.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To configure an app<span style="font-family: Inter;">s access settings,</span> click the gear icon next to the app<span style="font-family: Inter;">s </span>name and select <span style="font-weight: bold;">App Access</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="access_2" width="499" height="542" style="margin:0;width:499px;height:542px;border:none" src="access_2.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the window that appears, select the <a href="360007146071.html" class="topiclink">groups of users</a> who should see the app in the workspace<span style="font-family: Inter;">s</span> left menu.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Example 1</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">CVs</span> app should be available only to the HR department and department managers. To make this possible, in the app access settings, select <span style="font-weight: bold;">HR department </span>and<span style="font-weight: bold;"> Department Managers</span> groups from the list, then save the changes. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="access_3" width="585" height="240" style="margin:0;width:585px;height:240px;border:none" src="access_3.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Now users who are not included in the specified groups will not be able to see the app in the workspace<span style="font-family: Inter;">s</span> left menu or access it using a direct link.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Example 2</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">An employee who was part of the HR department moved to another department. To restrict their<span style="font-family: Inter;"> access to the </span><span style="font-family: Inter; font-weight: bold;">CVs</span><span style="font-family: Inter;"> app, delete them from the </span><span style="font-family: Inter; font-weight: bold;">HR department</span><span style="font-family: Inter;"> group. The user wont be able to see the app in the left menu anymore.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If access to the data in the <span style="font-weight: bold;">CVs</span> app<span style="font-family: Inter;"> is set up for the </span><span style="font-family: Inter; font-weight: bold;">HR department</span><span style="font-family: Inter;"> group as well, the employee will loose access to app items of the app and wont be able to open them using direct links.</span></p>
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<p>Low-code designer &gt; App builder / Status field</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Status field</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">With <span style="font-weight: bold;">statuses</span>, you can track the current state and progress of an app item.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For example, the <span style="font-weight: bold;">Invoices</span> app can have the following statuses: <span style="font-weight: bold;">Pending approval</span>, <span style="font-weight: bold;">Approved</span>, <span style="font-weight: bold;">Rejected</span>, and <span style="font-weight: bold;">Paid</span>. At any moment you can see where the invoice is in its life-cycle.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Users can change statuses <a href="360009920611.html#change_manually" class="topiclink">manually</a> when completing a corresponding task or <a href="360009920611.html#change_automatically" class="topiclink">automatically within a business process</a>.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Create status</span></h2>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;">Only the users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group can create and edit statuses.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">This can be done in two ways:</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click the gear icon <img alt="app gear icon" width="19" height="20" style="margin:0;width:19px;height:20px;border:none" src="hmfile_hash_f96bd8e3.png"/> next to the app's name and select <span style="font-weight: bold;">Status Field</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="status_field_0" width="584" height="480" style="margin:0;width:584px;height:480px;border:none" src="status_field_0.png"/></p>
<ol style="list-style-type:decimal" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">If you have created a business process at the app level, open the process designer and click the <span style="font-weight: bold;">Statuses</span> tab.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The statuses configured from the app page and in the business process designer are linked. If you make changes in the designer, they are reflected in the status settings of the app where the process was created, and vice versa.</p>
<p class="p_Normal">The <span style="font-weight: bold;">Configure App Status</span> page opens.</p>
<ol style="list-style-type:decimal" start="3">
<li value="3" class="p_Normal">On the opened page, enable the <span style="font-weight: bold;">Add Status</span> field option.</li><li value="4" class="p_Normal">In the Status field enter a name and to the right of it click the <span style="font-weight: bold;">Add</span> button or press <span style="font-weight: bold;">Enter</span> on your keyboard.<br />
<img alt="status_field_01" width="731" height="331" style="margin:0;width:731px;height:331px;border:none" src="status_field_01.png"/></li><li value="5" class="p_Normal">The status will be added to the list with a special code that is used for working with <a href="https://brix365.com/en/help/360009921431.html" target="_blank" class="weblink">API</a>. You can edit the value in the <span style="font-weight: bold;">Code</span> field to refer to the status in scripts more easily.</li><li value="6" class="p_Normal">Create the rest of the statuses for this app by naming them and clicking <span style="font-weight: bold;">Add</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="status_field_02" width="757" height="570" style="margin:0;width:757px;height:570px;border:none" src="status_field_02.png"/></p>
<p class="p_Normal"><span style="font-size: 15px; color: #394149;">The </span><span style="font-size: 15px; color: #394149;"><a href="360025745312.html" class="topiclink">Kanban board</a> will show the statuses in the same order as they are added to the list. </span><span style="font-size: 15px; color: #394149;">The first status listed will be assigned to all new items.</span></p>
<ol style="list-style-type:decimal" start="7">
<li value="7" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Check the <span style="font-weight: bold;">Final</span> option next to the final statuses in the app item lifecycle. A final status cannot be changed to the next status in line </li><li value="8" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a id="hide_status" class="hmanchor"></a>For final statuses, you can check the <span style="font-weight: bold;">Hide</span> box. Enable it to prevent items with this status from being displayed on the Kanban board. You can find the hidden items by selecting the status in <a href="360009669952.html" class="topiclink">advanced search</a> parameters.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="status_field_03" width="579" height="519" style="margin:0;width:579px;height:519px;border:none" src="status_field_03.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Edit and delete status</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To change the name and the code of a status, click on the field that you want to edit and make the necessary changes. Also, you can check and uncheck the <span style="font-weight: bold;">Final</span> box at any moment<span style="font-weight: bold;">.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Drag and drop the statuses to rearrange them in the list.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="status_field_04" width="724" height="570" style="margin:0;width:724px;height:570px;border:none" src="status_field_04.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">If you want to delete a status, click the recycle bin icon <img alt="trash" width="18" height="21" style="margin:0;width:18px;height:21px;border:none" src="trash.png"/> &nbsp;on the right-hand side of the status field and confirm it.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">&nbsp;</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Status options</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-size: 15px; color: #394149;">On the status configuration page, you can enable additional options for changing and tracking statuses:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;"><span style="font-size: 15px; font-weight: bold; color: #394149;">Keep change history</span><span style="font-size: 15px; color: #394149;">. If the option is enabled, data about changes in the status of app items is recorded in the system. You can access this information in scripts using the </span><code><b>statusHistory()</b></code><span style="font-size: 15px; color: #394149;"> method. For example, to display in a widget the items that received a certain status during the last day. Read more in <a href="https://tssdk.brix365.com/en/latest/interfaces/_03_globals_.application.html#statushistory" target="_blank" class="weblink">BRIX TS SDK</a>.</span></li><li style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;"><span style="font-size: 15px; font-weight: bold; color: #394149;">Save the date that the status was changed on</span><span style="font-size: 15px; color: #394149;">. The date and time of the item status change will be written to a system field in the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Date the status was changed</span><span style="font-size: 15px; color: #394149;"> app context. You can display the field on the item form or on its page on the Kanban board. You can use the field to keep track of items that are at a certain stage of work for a long time.</span></li><li style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;"><span style="font-size: 15px; font-weight: bold; color: #394149;">Change status manually</span><span style="font-size: 15px; color: #394149;">. Users will be able to change the status of an item on its page or by moving it on the Kanban board.</span></li></ul>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="change_manually" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Set up manual change of a status</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To allow users to manually change statuses on the <a href="360016427291.html#element_page" class="topiclink">item page,</a> follow these steps:</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">On the status settings page, enable the <span style="font-weight: bold;">Change status manually</span> option.</li><li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">The <span style="font-weight: bold;">Transitions</span> column will appear in the table with statuses. In it, the sequence of status changes is defined for each status, except for the final ones.</li><li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">The default value for all statuses is <span style="font-weight: bold;">Next</span>. Click on it if you want to select a different option.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="status_field_05" width="756" height="587" style="margin:0;width:756px;height:587px;border:none" src="status_field_05.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">&nbsp;</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="next-status" class="hmanchor"></a><span style="font-weight: bold;">Any. </span>Users will be able to select any status from the list when changing the current one.</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Next.</span> Users will be able to change the current status to the one that stands next in the list. Drag and drop the statuses in the list to define the desired order.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Select Status.</span>Select the option and check the statuses that will be available to users when the current one is changed.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For statuses marked as final, you cannot configure the change order.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Ways to manually change item status</span></h2>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Change the status from the page using the <a href="app_element_status.html" class="topiclink">App item status</a> widget.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The widget is added to the app view form automatically when the manual status change option is enabled. To change the current status, open the item page. In the sidebar, click <span style="font-weight: bold;">Change</span> and select an available status from the list.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="change_automatically" class="hmanchor"></a><img alt="sf 9" width="877" height="474" style="margin:0;width:877px;height:474px;border:none" src="hmfile_hash_9955ff3c.png"/></p>
<ol style="list-style-type:decimal" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Change the status by dragging and dropping items on the Kanban board.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Go to the app page and enable the display of items as a <a href="360009923311.html#kanban_board" class="topiclink">Kanban board</a> Drag and drop an item to the desired status on the board. The statuses can be assigned according to the transition settings set for each status.</p>
<ol style="list-style-type:decimal" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Add a <span style="font-weight: bold;">Change status</span> button to the form.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Open the page of any app item, click on the gear icon in the bottom left corner, and add a <span style="font-weight: bold;">Change status</span> button. To learn more about configuring the button, read <a href="360019228531.html#create-button" class="topiclink">Manage buttons on app item pages</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To change status using the button, you don't need to enable the option to manually change status in the app. Using the <span style="font-weight: bold;">Change Status</span> button does not require you to enable <a href="360009920611.html#change_manually" class="topiclink">manual change of statuses</a>..</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Users can click the button, select any of the app statuses, and leave a comment, which will be displayed in the activity stream on the item sidebar. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sf 10" width="933" height="518" style="margin:0;width:933px;height:518px;border:none" src="hmfile_hash_1c48c89d.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Change status in a business process</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Statuses can change automatically during the execution of a business process. Depending on what stage the process is in, the app item gets one or another status. This is done by means of the <a href="360012263332.html" class="topiclink">Manage status</a><span style="font-weight: bold;"> </span>element. &nbsp;</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For example, when the accountant pays an invoice in the <span style="font-weight: bold;">Invoice Approval</span> process, the status of the invoice item automatically changes from <span style="font-weight: bold;">Approved</span> to <span style="font-weight: bold;">Paid</span>. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="Status_09.PNG" title="Status_09.PNG" width="725" height="597" style="margin:0;width:725px;height:597px;border:none" src="360019505012-status_09.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The new status is displayed in the app on the <a href="360016427291.html#element_page" class="topiclink">item page</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">&nbsp;</p>
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<p>Low-code designer &gt; App builder / Business process associated with an app</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Business process associated with an app</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Business processes</span> associated with apps describe the logic of the app. For example, for the <span style="font-weight: bold;">Invoice</span> app, you can create an approval process to describe all the stages of invoice approval in your company.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only the users included in the <a href="360007146071.html" class="topiclink">Administrators</a> group can model, configure, and edit business processes.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Create a new process</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Business processes associated with apps are created in a similar way to the <span style="background-color: #ffffff;"><a href="360012265552.html" class="topiclink">global processes</a></span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="list" class="hmanchor"></a>To create a process, follow the steps below:</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click on the <img alt="360012041271-__________" width="18" height="20" style="margin:0;width:18px;height:20px;border:none" src="360012041271-__________.png"/> icon next to the app<span style="color: #202122; background-color: #ffffff;">s</span> name and select <span style="font-weight: bold;">Business Processes</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="bpaa 1" width="497" height="481" style="margin:0;width:497px;height:481px;border:none" src="hmfile_hash_94595a30.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;">You will see a page with the list of the business processes associated with the app.</p>
<ol style="list-style-type:upper-roman" start="2">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">To add a new business process, click <span style="font-weight: bold;">+Process</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="bpaa 2" width="689" height="135" style="margin:0;width:689px;height:135px;border:none" src="hmfile_hash_dd2a24b9.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;">Fill in the fields in the provided window:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="bpaa 3" width="580" height="242" style="margin:0;width:580px;height:242px;border:none" src="hmfile_hash_f2b86d90.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>. Specify the name of the process.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Code</span><span style="font-weight: bold; color: #ff0000;">*</span>. The code is used for working with API. It is generated automatically but you can edit it if necessary.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Parent category</span>. Specify the folder where the process will be located. To create a new folder, go to the page with the list of business processes and click <span style="font-weight: bold;">+Folder</span>.</li></ul>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">After filling in all the fields, click <span style="font-weight: bold;">Create</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;">The process designer page will open.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="bpaa 4" width="998" height="554" style="margin:0;width:998px;height:554px;border:none" src="hmfile_hash_e2a4f900.png"/></p>
<p class="p_Normal">Note that in the context of a business process associated with an app, a variable referencing this app is always added automatically. This is convenient, for example, when you want to include app properties on task forms without manually adding them to the process context.</p>
<p class="p_Normal">Once published, the process appears in the <a href="360009921131.html#list" class="topiclink">apps list of business processes</a>. From there, you can return to the modeling designer. If the process is already being edited by another user, you can open its diagram in view mode.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Add app statuses to a process</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">When setting up a business process associated with an app, you can add or change app statuses directly in the process designer on the <span style="font-weight: bold;">Status</span> tab.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="bpaa 6" width="783" height="433" style="margin:0;width:783px;height:433px;border:none" src="hmfile_hash_13e89b14.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <a href="360009920611.html" class="topiclink">Status field</a> article describes in detail how to add statuses in the app settings. In the process designer, statuses are configured in exactly the same way.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="start-process" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Start a process associated with an app</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">After you have created the process, you can bind it to buttons on the <a href="360019229331.html#start_process_button" class="topiclink">app page</a> and the <a href="button-types-settings.html#add_launch_button" class="topiclink">creation and view forms</a> of the items. Once a user clicks the button on the form, the process starts.<span class="f_ImageCaption"> <img alt="bpaa 7" width="669" height="431" style="margin:0;width:669px;height:431px;border:none" src="hmfile_hash_9a03f02b.png"/></span></p>
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<p>Low-code designer &gt; App builder / APIs in apps</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">API in apps</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">BRIX API </span>is a tool used to integrate BRIX with external systems.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">With API methods you can create and edit app items or obtain data from them using just one request.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Read more about API methods<span style="font-weight: bold;"> </span>in <a href="https://api.brix365.com/en/public-api/guides/IntroWebAPI/" target="_blank" class="weblink">BRIX Public API</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">API</span> page in an app allows you to test the requests that you write.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">API page in apps</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To open the <span style="font-weight: bold;">API</span> page, click the <img alt="app gear icon" width="20" height="21" style="margin:0;width:20px;height:21px;border:none" src="hmfile_hash_f96bd8e3.png"/> icon next to the app<span style="font-family: Inter;"></span>s name and select <span style="font-weight: bold;">API</span> in the menu.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app-api-1" width="544" height="581" style="margin:0;width:544px;height:581px;border:none" src="app-api-1.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The API page of an app displays:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Available functions. For more information, please visit <a href="https://api.brix365.com/en/public-api/reference/app/" target="_blank" class="weblink">BRIX Public API</a>.</li><li style="line-height: 1.20;">Description<span style="font-weight: bold;"> </span>of each function.</li><li style="line-height: 1.20;">The method name.</li><li style="line-height: 1.20;">Request URL for the app.</li><li style="line-height: 1.20;">Request template.</li><li style="line-height: 1.20;">Possibility to test the request that you write.</li></ul>
<h3 class="p_Heading3" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading3" style="font-size: 19px;">Request template</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can find the request template on the <span style="font-weight: bold;">JSON Package</span> tab.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="api_apps_01" width="1056" height="683" style="margin:0;width:1056px;height:683px;border:none" src="api_apps_01.png"/></p>
<h3 class="p_Heading3" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading3" style="font-size: 19px;">Test a request</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can test your request on the <span style="font-weight: bold;">Test </span>tab.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the <span style="font-weight: bold;">Body </span>field, enter your request and click <span style="font-weight: bold;">Send</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="api_apps2" width="598" height="387" style="margin:0;width:598px;height:387px;border:none" src="api_apps2.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You will see the response to your request in the <span style="font-weight: bold;">Response </span>field.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="api_apps3" width="783" height="375" style="margin:0;width:783px;height:375px;border:none" src="api_apps3.png"/></p>
<p class="p_Normal"><a class="dropdown-toggle" style="font-style: normal; font-weight: normal; color: #000000; background-color: transparent; text-decoration: none;" href="javascript:HMToggle('toggle','TOGGLE0186A1')">Example of testing a request</a></p>
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<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Select the <span style="font-weight: bold;">Get Item</span> function and enter the ID of the app item in the <span style="font-weight: bold;">Identifier</span> field.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app_api_01" width="977" height="720" style="margin:0;width:977px;height:720px;border:none" src="app_api_01.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Click <span style="font-weight: bold;">Send</span>. You will see the result of the request in the <span style="font-weight: bold;">Response </span>field.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app_api_02" width="1005" height="457" style="margin:0;width:1005px;height:457px;border:none" src="app_api_02.png"/></p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">App item view</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">App items can be displayed as <a href="360009923311.html#tiles" class="topiclink">tiles</a>, a <a href="360009923311.html#table" class="topiclink">table</a> or a <a href="360025745312.html" class="topiclink">Kanban board</a>. <span style="font-family: Inter;">The last option is available if the <a href="360009920611.html" class="topiclink">statuses</a> of the app are set up. You can choose the view when</span> <a href="360007235031.html" class="topiclink">creating the app</a> <span style="font-family: Inter;">or change it later in the top right corner of the app page.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="items-layout-1" width="994" height="500" style="margin:0;width:994px;height:500px;border:none" src="items-layout-1.png"/></p>
<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter; background-color: #ffffff;">You can define how the table, tiles, or Kanban board will appear. For example, you can choose which item fields to display, sort rows and tiles by parameters, adjust tile sizes, etc. The settings are divided into two types:</span></p>
<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter; background-color: #ffffff;">global settings that are managed by the&nbsp;</span><span style="font-family: Inter;"><a href="360006871932.html#administrator" class="topiclink">Administrator</a></span><span style="font-family: Inter; background-color: #ffffff;">. They are applied for all the users and are exported with the app;</span></p>
<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter; background-color: #ffffff;">personal settings that each user configures for themselves. To reset them to global settings, click&nbsp;</span><span style="font-family: Inter; font-weight: bold; background-color: #ffffff;">Default</span><span style="font-family: Inter; background-color: #ffffff;">.</span></p>
<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter; background-color: #ffffff;">The administrator can switch between global and personal options in the table, tile or Kanban settings window.</span></p>
<p style="line-height: 1.20; margin: 0 0 11px 0;"><img alt="app-view-settings-01" width="565" height="183" style="margin:0;width:565px;height:183px;border:none" src="app-view-settings-01.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter; background-color: #ffffff;">Read more about display parameters and their settings in&nbsp;</span><span style="font-family: Inter;"><a href="360009923311.html#table-settings" class="topiclink">Table settings</a>,</span><span style="font-family: Inter; background-color: #ffffff;">&nbsp;</span><span style="font-family: Inter;"><a href="360009923311.html#tile-settings" class="topiclink">Tiles settings</a> and <a href="360025745312.html#kanban_view" class="topiclink">Kanban board</a>.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Let</span><span style="color: #202122; background-color: #ffffff;"></span><span style="font-family: Inter;">s take a closer look at each of the app item view options.</span></p>
<h2 class="p_Heading2"><a id="table" class="hmanchor"></a><span class="f_Heading2">Table view</span></h2>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">If you select this view </span> <img alt="table" width="21" height="20" style="margin:0;width:21px;height:20px;border:none" src="table.png"/>, <span style="font-family: Inter;">app items will be displayed as a customizable table. Items with overdue <a href="360012495611.html" class="topiclink">business process tasks</a> are marked with a red dot.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app-item-view-2" width="621" height="419" style="margin:0;width:621px;height:419px;border:none" src="app-item-view-2.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">To change the width of the column, drag the margin to the right of its name to the right width.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can sort the items in the table by one of the app parameters. To do this, click on the column name. Sorting is available by system fields, such as </span><span style="font-family: Inter; font-weight: bold;">Index</span><span style="font-family: Inter;"> and </span><span style="font-family: Inter; font-weight: bold;">Created on</span><span style="font-family: Inter;">, as well as by custom properties for which the <a href="360006871932.html#administrators" class="topiclink">system administrator</a> has enabled the <a href="360007235031.html#search_sort" class="topiclink">Search and sort by field</a> option.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app_view_tiles_01" width="1194" height="469" style="margin:0;width:1194px;height:469px;border:none" src="app_view_tiles_01.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<h3 class="p_Heading3"><a id="table-settings" class="hmanchor"></a><span class="f_Heading3">Table settings</span></h3>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">You can specify which properties will be shown in the table and sort items by a parameter.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">To customize the table, click the </span> <img alt="gear blue" width="18" height="18" style="margin:0;width:18px;height:18px;border:none" src="hmfile_hash_80fa9744.png"/> <span style="font-family: Inter;">icon  in the top right corner of the apps page and select </span><span style="font-family: Inter; font-weight: bold;">Table Settings</span><span style="font-family: Inter;">.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app_view_table_01" width="969" height="346" style="margin:0;width:969px;height:346px;border:none" src="app_view_table_01.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The table settings window will open.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app-view-settings-03" width="593" height="538" style="margin:0;width:593px;height:538px;border:none" src="app-view-settings-03.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Show properties</span>. <span style="font-family: Inter;">Select the item properties that you want to be displayed in the table. To do so, click the plus icon next to the property name. To delete a property from the list, click the minus icon.</span></li></ul>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;примечание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Display features for App (Many) fields in a table</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">You can add a field of the <a href="360009707032.html#app" class="topiclink">App (Many)</a> type to the table. In this case, each item in the current app will show links to associated items from another app. If there are many associated items, links to the first 10 items and the total number will be displayed.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">However, data for all related items of the selected apps is still loaded, which may increase system load. To speed up display and reduce load, the system administrator can enable <a href="360009923311.html#eager-load" class="topiclink">enable eager data loading</a>. In this case, only data for the first 10 items is loaded, and the total count is not displayed.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;примечание</span></p>
<p class="p_Normal">&nbsp;</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Sort</span>. <span style="font-family: Inter;">Select a parameter from the drop-down list, by which the sorting will be performed when opening the app page. App system fields are available, as well as properties for which the system administrator has enabled the <a href="360007235031.html#search_sort" class="topiclink">Search and sort by field</a> option. Then specify if the items need to be sorted in ascending or descending order.</span></li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Additional sorting</span><span style="font-family: Inter;">. Select a parameter for additional sorting of app items. For example, if items are sorted by name, and there are items with identical names, you can additionally sort them by the date they were created. You can select system fields, as well as properties with the </span><span style="font-family: Inter; font-weight: bold;">Search and sort by field</span><span style="font-family: Inter;"> option enabled.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Auto-refresh item list</span><span style="font-family: Inter;">. Enable the option to have the list updated when new items are added, as well as when changes are made to existing items.</span></li></ul>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span><br />
<span style="font-family: Inter;">Click </span><span style="font-family: Inter; font-weight: bold;">Save</span><span style="font-family: Inter;"> to apply all your changes. </span></p>
<h2 class="p_Heading2"><a id="tiles" class="hmanchor"></a><span class="f_Heading2">Tiles view</span></h2>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">If you select this view </span> <img alt="tiles" width="21" height="21" style="margin:0;width:21px;height:21px;border:none" src="tiles.png"/><span class="f_ImageCaption">, </span><span style="font-family: Inter;">items will be displayed as tiles with a certain set of <a href="360016427291.html" class="topiclink">fields</a>. Items with overdue <a href="360012495611.html" class="topiclink">business process tasks</a> are marked with a red dot.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="LAi 5" width="842" height="421" style="margin:0;width:842px;height:421px;border:none" src="hmfile_hash_5f7c777f.png"/></p>
<h3 class="p_Heading3" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="tile-settings" class="hmanchor"></a><span class="f_Heading3" style="font-size: 19px;">Tile settings</span></h3>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">You can set up the tile size, sort tiles by a parameter, and add or remove system information.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">To do that, click the</span> <img alt="gear blue" width="18" height="18" style="margin:0;width:18px;height:18px;border:none" src="hmfile_hash_80fa9744.png"/> <span style="font-family: Inter;">icon  in the top right corner of the app page and select </span><span style="font-family: Inter; font-weight: bold;">Tile Settings</span><span style="font-family: Inter;">.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="LAI 6" width="842" height="421" style="margin:0;width:842px;height:421px;border:none" src="hmfile_hash_2a3f295c.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The tile settings window will open.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app-view-settings-04" width="593" height="538" style="margin:0;width:593px;height:538px;border:none" src="app-view-settings-04.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Size</span><span style="font-family: Inter;">. Choose the tile size (</span><span style="font-family: Inter; font-weight: bold;">Large</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Medium</span><span style="font-family: Inter;">, or </span><span style="font-family: Inter; font-weight: bold;">Small</span><span style="font-family: Inter;">).</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Sort</span><span style="font-family: Inter;">. Choose the parameter to sort items by. App system fields are available, as well as properties for which the <a href="360006871932.html#administrators" class="topiclink">system administrator</a> has enabled the <a href="360007235031.html#search_sort" class="topiclink">Search and sort by field</a> option. Then specify if the items need to be sorted in ascending or descending order.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Additional sorting</span><span style="font-family: Inter;">. Select a parameter for additional sorting of app items. For example, if items are sorted by name, and there are items with identical names, you can additionally sort them by the date they were created. You can select system fields, as well as properties with the Search and sort by field option enabled.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Show system information</span><span style="font-family: Inter;">. Enable the option to display additional information about the author and date of item creation on the app item page.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Item fields</span><span style="font-family: Inter;">. Here you can select additional fields to be displayed on a tile. Click </span><span style="font-family: Inter; font-weight: bold;">+Field</span><span style="font-family: Inter;"> and select an app field from the list.</span></li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Click </span><span style="font-family: Inter; font-weight: bold;">Save</span><span style="font-family: Inter;"> to apply all your changes.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;примечание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Display features for App (Many) fields in tiles</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">You can add a field of the <a href="360009707032.html#app" class="topiclink">App (Many)</a> type to the tiles settings. In this case, each item in the current app will show links to associated items from another app. If there are many associated items, links to the first 10 items and the total number will be displayed.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">However, data for all related items of the selected apps is still loaded, which may increase system load. To speed up display and reduce load, the system administrator can enable <a href="360009923311.html" class="topiclink">enable eager data loading</a>. In this case, only data for the first 10 items is loaded, and the total count is not displayed.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;примечание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="kanban_board" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Kanban board view</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">If <a href="360009920611.html" class="topiclink">statuses</a> <span style="font-family: Inter;">are set up for the app, its items can also be displayed as a Kanban board. To view all items that are assigned a certain status, click the name of the column on the Kanban board. A new window will open, and the app items will be presented as a table. Read more about using this view in the <a href="360025745312.html" class="topiclink">Kanban board</a> article</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="LAI 11" width="928" height="432" style="margin:0;width:928px;height:432px;border:none" src="hmfile_hash_dcb7608f.png"/></p>
<h2 class="p_Heading2"><span class="f_Heading2">&nbsp;</span></h2>
<h2 class="p_Heading2"><span class="f_Heading2">Search and filters</span></h2>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">An item search is available for each display mode.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">The search bar at the top of the window displays the total number of items in the app and the number of items with overdue tasks.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The default search parameter is the </span><span style="font-family: Inter; font-weight: bold;">Name</span><span style="font-family: Inter;"> field. To use other parameters, for example, to find items with overdue tasks, click the </span><img alt="filter-icon" width="18" height="17" style="margin:0;width:18px;height:17px;border:none" src="filter-icon.png"/> <span style="font-family: Inter;">icon in the search bar.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The </span><span style="font-family: Inter; font-weight: bold;">Search by parameters</span><span style="font-family: Inter;"> window will open. You can search for items using:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Main fields of the item.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Tasks associated with the item.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">System fields.</span></li></ul>
<p class="p_Normal"><img alt="app_view_03" width="466" height="634" style="margin:0;width:466px;height:634px;border:none" src="app_view_03.png"/></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">You can select one parameter or several at the same time. If you are going to use the same search parameters multiple times, you can save them as a <a href="360009669952.html#filters" class="topiclink">filter</a>.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">For fields of the <a href="360009707032.html#users" class="topiclink">Users</a> and <a href="360009707032.html#app" class="topiclink">App</a> types, you can check the </span><span style="font-family: Inter; font-weight: bold;">Empty</span><span style="font-family: Inter;"> box to find items in which this field is not filled out.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Moreover, you can use the </span><span style="font-family: Inter; font-weight: bold;">Search by parameters</span><span style="font-family: Inter;"> window to find deleted app items. To do that, in the upper right corner of the form, click the </span><span style="font-family: Inter; font-weight: bold;">Deleted</span><span style="font-family: Inter;"> link.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Read more about using search in apps in the <a href="360009669952.html#by-parameters" class="topiclink">Search and filters</a> article.</span></p>
<h2 class="p_Heading2"><a id="eager-load" class="hmanchor"></a><span class="f_Heading2">Reducing load when displaying linked app items</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">A field of the </span><span style="font-family: Inter; font-weight: bold;">App (many) </span><span style="font-family: Inter;">type can include links to items from another app. This field can be added to the list of displayed properties in the settings for tables, tiles, or kanban boards. When an app page is opened, users will see, for each item, a list of links to related items from another app, as specified in its page.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If there are many related items, only the first 10 links are displayed. However, by default, data for all links from each displayed item is loaded. This data retrieval process can cause high database load and reduce system performance.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;"><a href="360006871932.html#administrators" class="topiclink">System administrators</a> can enable eager loading for linked app items. With this feature, only a single database query is performed, and information is loaded exclusively for the first 10 links for each item on the app page. This setting is applied at the company level and affects all apps.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">To enable eager loading, activate the feature flag </span><code><b>eagerLoadAppItemsEnabled</b></code><span style="font-family: Inter;">. For more details, refer to the articles <a href="change-settings-enterprise.html#enable-feature-flag-enterpeise" class="topiclink">Modify BRIX Enterprise parameters</a> and <a href="change-elma365standard-parameters.html#enable-feature-flag-standard" class="topiclink">Modify BRIX Standard parameters</a>. If you are using the SaaS version, contact your BRIX sales rep to enable the feature flag.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The method of retrieving data for related item links affects how they are displayed in tables, tiles, and kanban boards:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">With the default loading method, users can see the total number of hidden items:</span></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app-item-view_12" width="359" height="322" style="margin:0;width:359px;height:322px;border:none" src="app-item-view_12.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">When eager loading is enabled, users cannot see the total number of items in the field:</span></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="app-item-vie_13" width="339" height="315" style="margin:0;width:339px;height:315px;border:none" src="app-item-vie_13.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In either case, the user can open the item</span><span style="color: #202122; background-color: #ffffff;"></span><span style="font-family: Inter;">s page to view all the links.</span></p>
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<p>Low-code designer &gt; Workspace / Custom menu items</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Custom menu items</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Custom menu items </span>help you organize your workspaces and the left menu of the home page. They are used to sort apps and configure how information and links are displayed.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In BRIX, the following custom menu items are available:</p>
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<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a href="360009924451.html" class="topiclink">Page</a>. A page can feature <a href="interface_settings.html#widgets" class="topiclink">widgets</a>, instructions, and other relevant information. You can add this item to the menu of the main page or a workspace.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="items_menu_1" width="1315" height="829" style="margin:0;width:1315px;height:829px;border:none" src="items_menu_1.png"/></p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20;"><a href="360009925031.html" class="topiclink">Link</a>. You can place a URL of a web page or a web document in the left menu of the main page or a workspace.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="items_menu_2" width="83" height="260" style="margin:0;width:83px;height:260px;border:none" src="items_menu_2.png"/></p>
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<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a href="360009672852.html" class="topiclink">Separator</a>. Separators are used to visually group <a href="360006963072.html" class="topiclink">apps</a> in a <a href="360007990371.html" class="topiclink">workspace</a> by subject or purpose.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><img alt="items_menu_3" width="280" height="447" style="margin:0;width:280px;height:447px;border:none" src="items_menu_3.png"/></li></ul>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Page</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A<span style="font-weight: bold;"> page </span>is a custom menu item that uses <a href="360027211631.html" class="topiclink">widgets</a> to display necessary information. You can add a page to the <a href="360016631091.html" class="topiclink">main menu</a> or the menu of a <a href="360007990371.html" class="topiclink">workspace</a>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only the users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group can edit widgets on a page.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Add a new page</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To add a new page:</p>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Click <span style="font-weight: bold;">Add</span> in the workspace menu.</li><li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">In the window that opens, click on the <span style="font-weight: bold;">Page </span>area.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="addpage" width="1084" height="650" style="margin:0;width:1084px;height:650px;border:none" src="addpage.gif"/></p>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Fill out the form.</li></ol>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Page name</span><span style="font-weight: bold; color: #ff0000;">*</span>. Enter the name of the page that will be displayed in the left menu.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Page URL</span><span style="font-weight: bold; color: #ff0000;">*</span>. The URL is assigned automatically when the page is created and can be edited at that point. It is used for a quick access to the page.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Page icon. </span>Select a suitable icon. Icons help users navigate in the menu and quickly find the necessary page.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Layout</span>. Choose if you want the widgets on the page to be positioned in one or two columns.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Visibility</span>. Specify the users who will be able to see the page in their left menu. Later on, you can <span style="background-color: #ffffff;"><a href="360009924451.html#settings" class="topiclink">change</a></span> the visibility settings if necessary.<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Visible to everyone</span>. All system users will see the page.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Only to administrators</span>. Only users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group will see the page.</li></ul></li></ul>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> When the form is filled out, click <span style="font-weight: bold;">Create</span>.</li><li value="5" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">A new page will open. Now, fill it with widgets by clicking <span style="font-weight: bold;">Add Widget</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="new_page_widget" width="1014" height="623" style="margin:0;width:1014px;height:623px;border:none" src="new_page_widget.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Read more about how to create and set up widgets in <a href="360027211631.html" class="topiclink">Add a widget to a page</a>.<span style="font-family: Verdana,Geneva,Arial,sans-serif;"> </span></p>
<p class="p_Normal"><a class="dropdown-toggle" style="font-style: normal; font-weight: normal; color: #000000; background-color: transparent; text-decoration: none;" href="javascript:HMToggle('toggle','TOGGLE0186A1')">Example of using a page</a></p>
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<tr>
<td style="vertical-align:top; padding:0; border:none"><p style="line-height: 1.20;">Let's create a page that will contain the invoice policy of the company. The information is entered via an HTML widget.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span class="f_ImageCaption"> <img alt="page 5" width="1172" height="629" style="margin:0;width:1172px;height:629px;border:none" src="hmfile_hash_76d89876.png"/></span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Once the page is saved, it will look as follows:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="page 6" width="848" height="411" style="margin:0;width:848px;height:411px;border:none" src="hmfile_hash_ac649ed3.png"/></p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Manage page settings</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can edit a page's <a href="360009924451.html#visibility" class="topiclink">access</a>, change its <a href="360009924451.html#settings" class="topiclink">settings</a> or <a href="360009924451.html#delete" class="topiclink">delete</a> the page from the main menu or the menu of a workspace.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To do that, click the gear icon <img alt="app gear blue back" width="19" height="18" style="margin:0;width:19px;height:18px;border:none" src="hmfile_hash_f6ef74fe.png"/> to the right of the page's name and select the required option.<a id="visibility" class="hmanchor"></a></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-weight: bold;">Page Access</span>. Select user groups that must be able to see the page in the menu, and click <span style="font-weight: bold;">Save</span> to apply changes.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="settings" class="hmanchor"></a><span style="font-weight: bold;">Page Settings</span>. You can edit the following fields: <span style="font-weight: bold;">Page Name</span>, <span style="font-weight: bold;">URL, Icon, Layout</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="delete" class="hmanchor"></a><span style="font-size: 13px; font-family: 'Arial Unicode MS'; font-weight: bold;">Copy Page</span><span style="font-size: 13px; font-family: 'Arial Unicode MS';">. </span>Copy the page to create a new page with exactly the same settings.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Delete Page</span>. The page will be moved to the <a href="360009705932.html#delete" class="topiclink">Recycle Bin</a>. It will disappear from the menu and become unavailable to users. To restore a deleted page, go to the Recycle Bin and click <span style="font-weight: bold;">Restore</span> next to the page's name.</p>
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<p>Low-code designer &gt; Workspace &gt; <a href="360009924231.html">Custom menu items</a> / Link</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Link</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A<span style="font-weight: bold;"> Link</span> is a custom menu item that helps users quickly access a web page or a web document. You can add a link to the menu of the <a href="360016631091.html" class="topiclink">main page</a> or a <a href="360007990371.html" class="topiclink">workspace</a>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal">Only the users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group can create and edit links.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Add a new link</span></h2>
<ol style="list-style-type:upper-roman">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Click <span style="font-weight: bold;">Add</span> in the workspace menu.</li><li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">In the window that opens, select the <span style="font-weight: bold;">Link </span>option.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="add_link" width="1226" height="725" style="margin:0;width:1226px;height:725px;border:none" src="add_link.gif"/></p>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> Fill out the form:</li></ol>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>The name of the link that will be displayed in the menu.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">URL</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Specify the URL of the web page that you want to add to the menu.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Icon</span>.<span style="font-weight: bold;"> </span>Select a suitable icon. Icons help users find links in the menu.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Open in a new window</span>.<span style="font-weight: bold;"> </span>Select <span style="font-weight: bold;">Yes</span> if you want the link to open in a new browser window. If you want the link to open in the current window, select <span style="font-weight: bold;">No</span>.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Access</span>.<span style="font-weight: bold;"> </span>Specify the users who will be able to see the link in their left menu. Later on, you can <a href="360009925031.html#settings" class="topiclink">change</a> these settings if necessary.<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Visible to everyone</span>.<span style="font-weight: bold;"> </span>All the users of the system will see the link.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Only to administrators</span>.<span style="font-weight: bold;"> </span>Only users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group will see the link.</li></ul></li></ul>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" style="line-height: 1.20;"> After you have filled out the fields, click <span style="font-weight: bold;">Create</span>.</li></ol>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Manage link settings</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can manage a link's <a href="360009925031.html#visibility" class="topiclink">access</a>, change the settings <a href="360009925031.html#settings" class="topiclink">settings</a> or <a href="360009925031.html#delete" class="topiclink">delete</a> the link from the menu.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To do that, click the gear icon <img alt="app gear blue back" width="20" height="19" style="margin:0;width:20px;height:19px;border:none" src="hmfile_hash_f6ef74fe.png"/> to the right of the link's name and select the required option.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="visibility" class="hmanchor"></a><a id="settings" class="hmanchor"></a><a id="delete" class="hmanchor"></a></p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Link Access</span>. Select user groups who must be able to see the link in the menu and click <span style="font-weight: bold;">Save</span> to apply the changes.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Link Settings</span>. You can edit the following fields: <span style="font-weight: bold;">Name</span>, <span style="font-weight: bold;">URL</span>, <span style="font-weight: bold;">Icon</span>, <span style="font-weight: bold;">Open in a new window</span>.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Delete Link</span>. The link is moved to the <a href="360009705932.html" class="topiclink">Recycle Bin</a>. It will disappear from the menu and become unavailable to users.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To restore a deleted link, go to the <a href="360009705932.html#delete" class="topiclink">Recycle Bin</a> and click <span style="font-weight: bold;">Restore</span> next to the link's name.</p>
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<p>Low-code designer &gt; App builder / Table data type</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Table data type</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A <span style="font-weight: bold;">Table</span> is a specific <a href="360009707032.html" class="topiclink">field type</a> that can be used both in apps and in business processes. By adding it to a form, you will be able to organize data in rows and columns and insert formulas to make calculations.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For instance, add a table to the <span style="font-weight: bold;">Orders</span> <a href="360009918011.html" class="topiclink">app form</a> to display all the goods selected by a customer. Insert a formula to one of the table cells to automatically calculate the total amount depending on the number of the purchased goods.</p>
<h2 class="p_Heading2"><a id="addingtabletoappform" class="hmanchor"></a><span class="f_Heading2">Add a table to the app form</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can add a table field when <a href="360007235031.html#from_scratch" class="topiclink">creating a new app</a> or <a href="360009918011.html#edit_form" class="topiclink">editing an existing one</a>. </p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;">Only users in the <a href="360006871932.html" class="topiclink">Administrators</a> group can add and set up tables.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание&nbsp;</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Drag the <span style="font-weight: bold;">Table</span> property form a side panel to a form and configure the settings: </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="tables 365" width="1039" height="605" style="margin:0;width:1039px;height:605px;border:none" src="hmfile_hash_a8a2e178.gif"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">&nbsp;</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> Enter a </span>name that employees will see on the create, view, and edit forms of an app item.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Code</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Field code which is used when working with API, <a href="type-script.html" class="topiclink">scripts</a>, templates.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Tip</span>.<span style="font-weight: bold;"> </span>Here you can enter additional information, for example, a description or a short instruction. This helps employees fill out a table correctly.</li><li style="line-height: 1.20;"><a id="kind-of-table" class="hmanchor"></a><span style="font-weight: bold;">View</span>. Select the table view:<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Table</span>.<span style="font-weight: bold;"> </span>Standard table view.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Template</span>.<span style="font-weight: bold;"> </span>You might want to use this setting when working with large tables. It is not always necessary to show all the table rows. For instance, sometimes you need to display only the total amount while keeping the other rows hidden. In this case, use a template.</li></ul></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 26px;"><img alt="tables 1" width="617" height="89" style="margin:0;width:617px;height:89px;border:none" src="hmfile_hash_5b7771a9.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 31px;">In the <span style="font-weight: bold;">Template</span> field, enter a text that users will see on the form, for example, <span style="font-weight: bold;">Order total</span>.</p>
<p style="line-height: 1.20; margin: 14px 0 0 31px;">Click on the <span style="font-weight: bold;">{+}</span> icon to add the total value of the corresponding column. This option is available if the table has already been created and configured. Otherwise, you can add only the number of table rows.</p>
<p style="line-height: 1.20;"><a id="table_settings" class="hmanchor"></a></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"> <span style="font-weight: bold;">Use one header for all nested tables</span>.<span style="font-weight: bold;"> </span>You can create a table inside another table. By default, each row of a nested table will have a header. If you want the header to appear only under the parent column header, enable this option. &nbsp;</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Table Settings</span>.<span style="font-weight: bold;"> </span>Click this link to go to the table display settings. You can read more about them in <a href="table-visibility.html" class="topiclink">Table settings</a>. </li></ul>
<h2 class="p_Heading2"><span class="f_Heading2">Add a column to the table</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">In a table, you can add columns and specify what type of data they will contain, create auto-complete formulas.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To add a new column, <a href="360010201779.html#table_settings" class="topiclink">in the table settings window</a> click the <span style="font-weight: bold;">+</span> icon.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"> <span class="f_ImageCaption"> <img alt="tables 2" width="424" height="313" style="margin:0;width:424px;height:313px;border:none" src="hmfile_hash_32983fb3.png"/></span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Select column type: </p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><a href="360010201779.html#data_column" class="topiclink">Data</a>.<span style="font-weight: bold;"> </span>Each column can contain data of only one type. For example, only numbers, email addresses, or app items. You can choose any of the standard BRIX data types. For a detailed description of each type see <a href="360009707032.html" class="topiclink">System data types</a>. &nbsp;</li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><a href="360010201779.html#formula_column" class="topiclink">Formula</a>. This option is available only for such data types as <span style="font-weight: bold;">String</span>, <span style="font-weight: bold;">Money</span> or <span style="font-weight: bold;">Number</span>. It allows you to specify a formula for calculating the value in each row of a column. These rows cannot be filled out manually. A formula may include constants, operators, links.</li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;">A constant is a fixed value; it is not calculated, but always stays the same. It can be a number or a text. String constants should be written in double quotation marks.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Operators are used to perform arithmetic operations and return numerical values. You can add, subtract, multiply, and divide numbers using the following operators: +, -, *, and /. Parentheses () are used to set the priority of mathematical operations.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Links allow making reference to other table columns or to the app<span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif;"></span>s fields. </p>
<h3 class="p_Heading3" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="data_column" class="hmanchor"></a><span class="f_Heading3" style="font-size: 19px;">Data type column</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="tables 3" width="951" height="542" style="margin:0;width:951px;height:542px;border:none" src="hmfile_hash_c2d26992.gif"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To create a column, enter the following information: </p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Display Name</span><span style="font-weight: bold; color: #ff0000;">*</span>. The name of the column that will be displayed on the create, view, and edit forms of an app item.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Property Name</span><span style="font-weight: bold; color: #ff0000;">*</span>. The name of the property used when working with the API, scripts, and templates. The name is generated automatically, but you can change it if necessary.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Tip</span>. An explanatory text or an additional description that will be displayed as a tooltip when you hover over the column heading.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Type</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>The data <a href="360009707032.html" class="topiclink">type</a> used in this column. For example, by selecting the <span style="font-weight: bold;">String</span> type you will be able to fill the column with any text information.</li></ul>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">If you select <span style="font-weight: bold;">S</span><span style="font-weight: bold;">tring</span>, <span style="font-weight: bold;">Money</span> or <span style="font-weight: bold;">N</span><span style="font-weight: bold;">umber</span> data types, you will be able to calculate the column total. For the <span style="font-weight: bold;">M</span><span style="font-weight: bold;">oney</span> and <span style="font-weight: bold;">N</span><span style="font-weight: bold;">umber</span> data types, you can calculate the sum, maximum, minimum, or average. For the <span style="font-weight: bold;">String</span> type, you will be able to add a caption.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h3 class="p_Heading3" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="formula_column" class="hmanchor"></a><span class="f_Heading3" style="font-size: 19px;">Formula type column</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To understand formulas better, consider the following example.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">An employee enters order details in a table on the <span style="font-weight: bold;">Orders</span> app form. He or she specifies the name of the product, its quantity, and the price per unit. The total price for each table item can be calculated automatically via a formula, by multiplying the unit price and the quantity of the product.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Create a column of the <span style="font-weight: bold;">Formula</span> type where the quantity will be automatically multiplied by the price.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To do so, click the <span style="font-weight: bold;">+</span> icon and select <span style="font-weight: bold;">Formula</span>. &nbsp;</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="tables 4" width="949" height="573" style="margin:0;width:949px;height:573px;border:none" src="hmfile_hash_f30ab24b.gif"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the provided window, configure the <span style="font-weight: bold;">Formula</span> settings. First, create a name, for example, <span style="font-weight: bold;">Total cost</span>. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the <span style="font-weight: bold;">Formula</span> field, click the <span style="font-weight: bold;">{+}</span> icon. In the drop-down list, you will see the names of other columns and app fields. Select <span style="font-weight: bold;">Quantity</span> (link to the second column) and <span style="font-weight: bold;">Price</span> (link to the third column). Add the <span style="font-weight: bold;">* </span>operator to multiply the contents of the second and the third columns.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the <span style="font-weight: bold;">Type</span><span style="font-weight: bold; color: #ff0000;">*</span> field, select <span style="font-weight: bold;">Money</span>, as the column will show the total cost for each order position.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Note that the types of fields you can add to the formula depend on the type selected for the column. To add a field, click <span style="font-size: 15px; font-family: Inter; font-weight: bold; color: #394149;">{+} </span><span style="font-size: 15px; font-family: Inter; color: #394149;">and select a variable in the drop-down list. For a </span><span style="font-size: 15px; font-family: Inter; font-weight: bold; color: #394149;">String</span><span style="font-size: 15px; font-family: Inter; color: #394149;"> type column, you can only use fields of the </span><span style="font-size: 15px; font-family: Inter; font-weight: bold; color: #394149;">String</span><span style="font-size: 15px; font-family: Inter; color: #394149;"> type in the formula. For a </span><span style="font-size: 15px; font-family: Inter; font-weight: bold; color: #394149;">Number</span><span style="font-size: 15px; font-family: Inter; color: #394149;"> type column, you can only add </span><span style="font-size: 15px; font-family: Inter; font-weight: bold; color: #394149;">Number</span><span style="font-size: 15px; font-family: Inter; color: #394149;"> type fields. If you select a variable of a different type, the formula wont be validated. However, for a </span><span style="font-size: 15px; font-family: Inter; font-weight: bold; color: #394149;">Money</span><span style="font-size: 15px; font-family: Inter; color: #394149;"> type column, you can use the </span><span style="font-size: 15px; font-family: Inter; font-weight: bold; color: #394149;">Money*Number</span><span style="font-size: 15px; font-family: Inter; color: #394149;"> combination, that is, you can multiply the value of a </span><span style="font-size: 15px; font-family: Inter; font-weight: bold; color: #394149;">Money</span><span style="font-size: 15px; font-family: Inter; color: #394149;"> type field by the value of a </span><span style="font-size: 15px; font-family: Inter; font-weight: bold; color: #394149;">Number</span><span style="font-size: 15px; font-family: Inter; color: #394149;"> type field.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">For a <span style="font-weight: bold;">Formula</span> type column, BRIX can show the total in the footer. Click the footer. In the drop-down list, select the function you need: text, total, maximum, minimum, or average.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif;">Now when an employee fills out the table, he or she will only need to select a product and enter the quantity, and the total cost will be calculated automatically.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><a class="dropdown-toggle" style="font-style: normal; font-weight: normal; color: #000000; background-color: transparent; text-decoration: none;" href="javascript:HMToggle('toggle','TOGGLE0186A1')">Example of a configured table</a></p>
<div id="TOGGLE0186A1" class="dropdown-toggle-body" style="text-align: left; text-indent: 0; padding: 0 0 0 0; margin: 14px 0 0 0;"><table style="border:none; border-spacing:0;">
<tr>
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal"><img alt="tables ex" width="798" height="572" style="margin:0;width:798px;height:572px;border:none" src="hmfile_hash_14038d85.gif"/></p>
</td>
</tr>
</table>
</div>
<h2 class="p_Heading2"><span class="f_Heading2">Delete columns or rows from a table</span></h2>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 13px; font-family: Inter; color: #394149;">To delete a column, open the table settings window. Click the gear icon next to the name of the column you want to delete. A pop-up window will open. In the bottom right corner, click the recycle bin icon and confirm deletion.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="tables-7" width="527" height="456" style="margin:0;width:527px;height:456px;border:none" src="tables-7.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 13px; font-family: Inter; color: #394149;">If you want to delete a row in a table, you can do it on the apps create or edit form. Hover over the row you want to delete. Then click the recycle bin icon that appears on the left. Alternatively, you can use the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">Сtrl + Delete</span><span style="font-size: 13px; font-family: Inter; color: #394149;"> keyboard shortcut to delete a row you select.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="tables-8" width="560" height="216" style="margin:0;width:560px;height:216px;border:none" src="tables-8.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 13px; font-family: Inter; color: #394149;">Note that if the table includes columns with the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">Read only</span><span style="font-size: 13px; font-family: Inter; color: #394149;"> option enabled, you wont be able to delete rows. You can change this by opening the <a href="table-visibility.html#generalsettings" class="topiclink">table settings</a> and checking the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">Allow deleting rows with read-only cells</span><span style="font-size: 13px; font-family: Inter; color: #394149;"> box.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Add data from another app to the table </span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">When creating a table, you might need to refer to data from another app. Suppose you keep records of all stock items in the <span style="font-weight: bold;">Stock List</span> app, and all customer orders are accounted for in the <span style="font-weight: bold;">Orders</span> app. You can add a table to the order form, in which employees can select stock items from the drop-down list. At the same time, BRIX will automatically retrieve the item price from the <span style="font-weight: bold;">Stock List</span> app and display it in the table.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To do this, <a href="360010201779.html#addingtabletoappform" class="topiclink">add a Table type field</a> to the <span style="font-weight: bold;">Orders</span> app form. Then, in the table settings, create the <a href="360010201779.html#data_column" class="topiclink">Data column</a>. In the <span style="font-weight: bold;">Type</span> field, select <span style="font-weight: bold;">App </span>and add a link to the <span style="font-weight: bold;">Stock List</span> app. The column name is filled in automatically and matches the name of the app item.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="tables 5" width="527" height="419" style="margin:0;width:527px;height:419px;border:none" src="hmfile_hash_76fb2a1a.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Once you've completed the settings, save the table. On the app form, you will see a table that will refer to the items of the <span style="font-weight: bold;">Stock List</span> app. By clicking on the cell in the <span style="font-weight: bold;">Product </span>column, an employee can select a product.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-size: 13px; font-family: Inter; color: #394149;">The </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">Stock List</span><span style="font-size: 13px; font-family: Inter; color: #394149;"> app also stores each products price. You can add a <a href="360010201779.html#formula_column" class="topiclink">Formula</a> type column to the table and configure it so that the information about the price is displayed automatically. The employee will only need to select the products name.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 13px; font-family: Inter; color: #394149;">To do this, add a </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">Formula</span><span style="font-size: 13px; font-family: Inter; color: #394149;"> type column. In the column creation window, in the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">Formula</span><span style="font-size: 13px; font-family: Inter; color: #394149;"> field, click the </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">{+} </span><span style="font-size: 13px; font-family: Inter; color: #394149;">icon. In the drop-down list, you will see the names of other columns and app fields. Select </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">Product </span><span style="font-size: 13px; font-family: Inter; color: #394149;">(link to the first column), then </span><span style="font-size: 13px; font-family: Inter; font-weight: bold; color: #394149;">Price per unit</span><span style="font-size: 13px; font-family: Inter; color: #394149;"> (property).</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="tables 6" width="631" height="498" style="margin:0;width:631px;height:498px;border:none" src="hmfile_hash_6e14a91f.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Now, instead of entering this information into the form manually, the employee will open a drop-down list, select and item, and the system will automatically show its price.</p>
<h2 style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></h2>
<h2 class="p_Heading2"><span class="f_Heading2">Provide access to a file in a table</span></h2>
<p style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">Take a look at the following example:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">there is a </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Table</span><span style="font-size: 15px; color: #394149;">-type field added to an app item form;</span></li><li style="line-height: 1.20;"><span style="font-size: 15px; font-weight: bold; color: #394149;">File</span><span style="font-size: 15px; color: #394149;">-type data is used in the table's column;</span></li><li style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">during a business process, a user is given </span><span style="font-size: 15px; color: #394149;"><a href="assign_permissions.html" class="topiclink">permissions to the app item</a> but they cannot view the file in the table</span><span style="font-size: 15px; color: #394149;">.</span></li></ul>
<p style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">In this case, you can use a script and the </span><span style="font-weight: bold; color: #394149;">.setPermissions() </span><span style="color: #394149;">method</span><span style="font-size: 15px; color: #394149;"> to provide access to the file.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20;"><span style="color: #394149;">The Administrator always has access to files regardless of access permissions.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal">Script example:</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">async</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">function</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">setPerm():</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">Promise&lt;</span><span class="f_CodeExample" style="font-weight: bold;">void</span><span class="f_CodeExample">&gt;</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">{</span><br />
<span class="f_CodeExample">&nbsp;</span><br />
<span class="f_CodeExample" style="font-style: italic;">//&nbsp;Find&nbsp;the&nbsp;current&nbsp;user</span><br />
<span class="f_CodeExample" style="font-weight: bold;">const</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">user</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">=</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">await</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">System.users.getCurrentUser();</span><br />
<span class="f_CodeExample">&nbsp;</span><br />
<span class="f_CodeExample" style="font-style: italic;">//&nbsp;Get&nbsp;the&nbsp;current&nbsp;app&nbsp;item</span><br />
<span class="f_CodeExample">let</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">app</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">=</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">await</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">Context.data.order.fetch();</span><br />
<span class="f_CodeExample">&nbsp;</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-style: italic;">//&nbsp;Process&nbsp;each&nbsp;row&nbsp;with&nbsp;a&nbsp;cycle</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">for</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">(let</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">i</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">=</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">app.data.table!.length</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">-</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">1;</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">i</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">&gt;=</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">0;</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">i--)</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">{</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">const</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">row</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">=</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">app.data.table![i];</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-style: italic;">//&nbsp;Check&nbsp;if&nbsp;a&nbsp;row&nbsp;stores&nbsp;a&nbsp;file.&nbsp;Here&nbsp;you&nbsp;can&nbsp;specify&nbsp;other&nbsp;data&nbsp;for&nbsp;providing&nbsp;access&nbsp;to&nbsp;the&nbsp;file</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">if</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">(row.file)</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">{</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-style: italic;">//&nbsp;Create&nbsp;a&nbsp;new&nbsp;object&nbsp;of&nbsp;the&nbsp;Tpermissions&nbsp;type&nbsp;with&nbsp;permissions&nbsp;to&nbsp;read&nbsp;and&nbsp;delete.&nbsp;Give&nbsp;access&nbsp;to&nbsp;the&nbsp;user&nbsp;written&nbsp;to&nbsp;the&nbsp;user&nbsp;variable</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">const</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">permissions</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">=</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">new</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">Permissions([</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">new</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">PermissionValue(user,</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">[PermissionType.DELETE,</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">PermissionType.READ]),</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample">]);</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-style: italic;">//&nbsp;Provide&nbsp;permissions&nbsp;to&nbsp;the&nbsp;file&nbsp;of&nbsp;each&nbsp;row</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample">await</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">row.file.setPermissions(permissions);</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample">}</span><br />
<span class="f_CodeExample" style="color: #ffffff;">&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample">}</span><br />
<span class="f_CodeExample">}</span></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">Note that in this example the access will only be given to the user stored in the <code><b>user</b></code> variable. All the other users will lose access to the file. To avoid that, add new permissions to the array of existing ones using methods <code><b>.getPermissions()</b></code> and <code><b>.push</b></code>. Code example:</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample" style="font-style: italic;">//&nbsp;get&nbsp;current&nbsp;permissions</span><br />
<span class="f_CodeExample" style="font-weight: bold;">const</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">currPermission</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">=</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">await</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">row.file.getPermissions()</span><br />
<span class="f_CodeExample">&nbsp;</span><br />
<span class="f_CodeExample" style="font-style: italic;">//&nbsp;create&nbsp;access&nbsp;object</span><br />
<span class="f_CodeExample" style="font-weight: bold;">const</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">NewPermission</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">=</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">new</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">PermissionValue(user,</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">[PermissionType.DELETE,</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">PermissionType.READ]);</span><br />
<span class="f_CodeExample">&nbsp;</span><br />
<span class="f_CodeExample" style="font-style: italic;">//&nbsp;Add&nbsp;access&nbsp;object&nbsp;to&nbsp;the&nbsp;existing&nbsp;access&nbsp;permissions&nbsp;for&nbsp;the&nbsp;file</span><br />
<span class="f_CodeExample">currPermission.values.push(NewPermission);</span><br />
<span class="f_CodeExample">await</span><span class="f_CodeExample" style="color: #ffffff;">&nbsp;</span><span class="f_CodeExample">AppFetch.setPermissions(currPermission);</span></p>
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<p>System settings / Substitute users</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Substitute users</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">It is important to organize the workflow in such a way that work is not interrupted when an employee is absent from the workplace, for example, on vacation, in training, or on a business trip. For this purpose, the system provides absence notifications and a substitution mechanism.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Lets say your accountant is planning to take a vacation. They start the <span style="font-weight: bold;">Leave request</span> process. Within a process, the administrator can select a substitution type:</p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Inform users about accountants absence.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Assign a substitute. They will process requests that users address to the absent employee.</li></ul>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Absence and substitutions in the interface</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">In the <span style="font-weight: bold;">Company</span> workspace on the <span style="font-weight: bold;">Absence Schedule</span> tab, you can find the list of all employees who are absent for the current day. There you can also see who you are substituting at the moment.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="subs-brix-09" width="924" height="345" style="margin:0;width:924px;height:345px;border:none" src="subs-brix-09.png"/></p>
<p class="p_Normal">In the interface, a notification appears next to the name of the absent employee, indicating the period of absence and the user who is specified as the substitute. You can see the absence notification when creating and viewing a <a href="360014351011.html" class="topiclink">task</a>, <a href="360026962272.html" class="topiclink">event</a>, in the <a href="360009293799.html" class="topiclink">My Department</a> workspace, in <a href="360014191012.html" class="topiclink">chats</a> and <a href="360014162732.html" class="topiclink">group chats</a>, etc.</p>
<p class="p_Normal">If the absent user belongs to a group chat and the substitute user does not, other users can add the substitute user to that chat by clicking on the three dots icon next to the absent users name.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="subs-brix-08" width="946" height="279" style="margin:0;width:946px;height:279px;border:none" src="subs-brix-08.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <a href="360006871932.html#administrators" class="topiclink">system administrator</a> can configure the substitution. Read more about it in the <a href="substitution-add-working.html" class="topiclink">Create and work with substitutions</a> article.</p>
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<p>Business process designer / Debug a process</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Debug a process</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Debugging is a stage of business process development during which errors are detected and corrected. During debugging, the process is run step by step in real time. Thus, you can:</p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Check the logic of operations.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Evaluate how user-friendly and clear the task forms are set up.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Make sure that all scripts work correctly.</li></ul>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">Process debugging is available only to users included in the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="360006871932.html#administrators" class="topiclink">Administrators</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> group.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Configure the debugging start form</span></h2>
<p class="p_Normal" style="background: #ffffff;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d;">Before debugging, you can set up a start form to fill in the <a href="process_context.html" class="topiclink">context variables</a> of the process. This way, you wont need to manually fill in fields in the <a href="360012496011.html" class="topiclink">start event</a> and subsequent tasks of the process during debugging.</span></p>
<p class="p_Normal" style="background: #ffffff; margin: 20px 0 0 0;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d;">To do this, navigate to the </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #0d0d0d;">Settings</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d;"> tab of the designer and go to the </span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #0d0d0d;">Debugging Settings</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d;"> section. Select the desired context fields there.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Start debugging</span></h2>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 2.10;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">For the first version of a process, debugging can only be initiated after its publication.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<ol style="list-style-type:upper-roman">
<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">Open the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="360012265552.html#create_process" class="topiclink">process modeling page</a></span>.</li><li value="2" class="p_Normal"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d; background-color: #ffffff;">You can initiate debugging from a specific step. To do this, select the activity shape on the canvas from which you want to run the process. If no activity is selected, debugging will be executed for the entire process.</span></li><li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">On the top panel, click </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Debug</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span></li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d; background-color: #ffffff;">If an activity is selected on the canvas, a window will appear to choose the debugging mode: either for the entire process or starting from the selected step. In the picture, the&nbsp;</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #0d0d0d; background-color: #ffffff;">Prepare order</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d; background-color: #ffffff;">&nbsp;activity is selected, so the debugging mode&nbsp;</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #0d0d0d; background-color: #ffffff;">Starting from the selected step</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d; background-color: #ffffff;">&nbsp;is available. If it is selected, debugging will start from this activity.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="pd1" width="443" height="294" style="margin:0;width:443px;height:294px;border:none" src="pd1.png"/></p>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d; background-color: #ffffff;">The debugging start window will open. If you have configured its form, fill in the specified fields. By default, the window will only display the&nbsp;</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; font-weight: bold; color: #0d0d0d; background-color: #ffffff;">Start Debugging</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif; color: #0d0d0d; background-color: #ffffff;">&nbsp;button. Click it to initiate debugging.</span></li></ol>
<p style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="debugging-start-form" width="749" height="339" style="margin:0;width:749px;height:339px;border:none" src="debugging-start-form.png"/></p>
<ol style="list-style-type:upper-roman" start="4">
<li value="5" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">The debugging monitor will open. It is divided into four sections: </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">History</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">, </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Map</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">, </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Activity Stream</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">, and </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Context</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span></li></ol>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">History</span>.<span style="font-weight: bold;"> </span>All tasks assigned during the process are displayed here. <span style="font-family: 'Times New Roman',Times,Georgia,serif;">You can see information about executors, deadlines, creation date,</span> and errors that occurred when the process was run.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Map</span>.<span style="font-weight: bold;"> </span>This is a process diagram that allows you to track process progress in real time. Using the map, you can track which process steps have already been completed and which have not yet been debugged.<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Completed tasks, operations, and connectors are highlighted blue.</li><li style="line-height: 1.20;">Current activities are highlighted green.</li></ul></li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Activity Stream</span>. This section shows all system notifications that are automatically generated in the process, for example, when a task is performed or assigned, a script is triggered, or a document is generated. This section also shows notifications when a new task is assigned to a specific user. </li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Context</span>. In this section, by default, all process <a href="process_context.html" class="topiclink">context variables</a> and their values are displayed. </li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If the context variable stores a link to a file or an app, you can open it directly from the Debugging Monitor in the preview mode.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="pd2" width="1900" height="740" style="margin:0;width:1900px;height:740px;border:none" src="pd2.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Run a process in the debugging mode</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To run a process in the debugging mode, click on the name of a task in the <span style="font-weight: bold;">History</span> section. In the provided window, you will see the task page where you can enter data, select a user, attach a file, create an app item. In other words, to simulate all those actions that a user will perform at this step of the process.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">All new app items, files, and other system objects are created with the prefix [Debugging] and will be deleted after all the process steps are completed. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="process debugging" width="557" height="190" style="margin:0;width:557px;height:190px;border:none" src="hmfile_hash_aebdd482.png"/></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">If for debugging you select an existing app item and make changes to it at any step of the debugging process, this data will be written to the item and saved after exiting the debugging mode.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If an error occurs at some step of debugging, the name of the incorrectly working operation will be highlighted in red. Hover over it to see the detailed information on the error.</p>
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<p>Basic features &gt; Tasks &gt; <a href="360014351011.html">Create a new task</a> / Subtasks and checklists</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Subtasks and checklists</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can create subtasks and checklists for any tasks including the process ones. This is a convenient tool that allows you to break down larger tasks into smaller ones and take everything into account. Use it to plan and track progress.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">You can create subtasks and checklists not only for tasks but also for <a href="360014164452.html" class="topiclink">files</a> and <a href="360016427291.html" class="topiclink">app items</a>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Create a subtask</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Employees work with subtasks in the same way as with standard tasks. A subtask has its own deadline, executor, and even subtasks. The number of hierarchical levels is not limited. Each team member can mark their subtasks as completed, while the status of the parent task will not change. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">&nbsp;</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Depending on where you want to create a new subtask, open:</li></ol>
<ul style="list-style-type:disc"><ul style="list-style-type:circle">
<li class="p_Normal">The parent task by clicking on its name in <a href="360014163712.html#incoming" class="topiclink">My tasks</a> or <a href="360014163712.html#incoming" class="topiclink">Assisting</a>. In <a href="360014163712.html#outgoing" class="topiclink">Assigned by me</a> this option is available only when the task was not assigned in the course of a processes, or you are the process initiator and task executor at once.</li><li class="p_Normal"><a href="360016427291.html#view" class="topiclink">App item view page</a>.</li><li class="p_Normal"><a href="360014164452.html" class="topiclink">File</a>.</li></ul></li></ul>
<ol style="list-style-type:decimal">
<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click on the <span style="font-weight: bold;">+Task</span> button on the app item or file side panel. If you are creating a subtask on a task page, this button will be displayed in the <span style="font-weight: bold;">Subtasks</span> section.</li><li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Specify the name, the executor, and the deadline, and click <span style="font-weight: bold;">Save</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you want to add other participants, give a detailed description of the task, or attach a file, click on the three dots next to the <span style="font-weight: bold;">Deadline</span> field. A window with <a href="360014351011.html#task_page" class="topiclink">all task settings</a> will open.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sub1" width="671" height="421" style="margin:0;width:671px;height:421px;border:none" src="sub1.gif"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The subtask will be created, and the executor will receive a notification in the #Activity stream. On the subtask page, the employee will see a link to the parent task, app item, or file, so they will be able to access the initial data if necessary.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The employee who set the subtask, as well as the author of the parent task, will be able to track the progress of the subtask or interrupt its execution in the <a href="360014163692.html#outgoing" class="topiclink">Assigned by me</a> section.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">When the parent task is closed, all uncompleted subtasks remain active.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="check_list" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Create a checklist</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Apart from subtasks, you can create checklists. Checklists are separate items and will not shown in <span style="font-weight: bold;">My tasks</span>. You can view them on the page of the parent task, app item, or file.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To add a new checklist item, do the same steps as for creating a subtask, but without specifying the executor and deadline. All you have to do is type in its name and either press <span style="font-weight: bold;">Enter</span> or click <span style="font-weight: bold;">Save</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sub 2" width="649" height="503" style="margin:0;width:649px;height:503px;border:none" src="hmfile_hash_0cd28519.gif"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">To complete an item on the checklist, check the box to the left of the checklist. The completed item is crossed out. </span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">To delete a checklist item, click the </span><span style="font-family: Inter; font-weight: bold;">X</span><span style="font-family: Inter;"> icon on its right and confirm deleting.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can convert it into a subtask so that it is shown in <span style="font-weight: bold;">My tasks</span>. <span style="font-family: Inter;">To do that, click the pencil icon on its right. In the window that opens, you can specify the executors and deadlines for the subtask.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="subtasks-3" width="481" height="403" style="margin:0;width:481px;height:403px;border:none" src="subtasks-3.png"/></p>
<p class="p_Normal"><span style="font-size: 15px; color: #394149;">When you complete a task with an incomplete checklist, an alert will appear. The author of the task is assigned a control task where they can either close the task without completing the checklist or re-open it.</span></p>
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<p>Business process designer &gt; Graphical elements / Approval</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Approval</span></h1>
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<p class="p_Normal" style="line-height: 1.20;"><img alt="approval 1" width="115" height="90" style="margin:0;width:115px;height:90px;border:none" src="hmfile_hash_a1140c6d.png"/>The <span style="font-weight: bold;">Approval</span> activity is used to manually or automatically approve or reject a <span style="color: #394149;"><a href="360009923631" class="weblink">document</a></span><span style="color: #394149;">, an </span><span style="color: #394149;"><a href="360016427291" class="weblink">app item</a>,</span><span style="color: #394149;"> or a </span><span style="color: #394149;"><a href="360014164452" class="weblink">file</a></span><span style="font-size: 15px; color: #394149;"> </span>during a business process. When the process moves to the <span style="font-weight: bold;">Approval</span> activity, an <a href="approval-sheets.html" class="topiclink">approval sheet</a> is automatically created. By default, the final <span style="font-weight: bold;">Approved</span> or <span style="font-weight: bold;">Rejected</span> resolution is displayed in it after the process is completed. You can generate the approval result after the approval stage. To do this, use the <a href="360011756780.html" class="topiclink">End Approval</a> activity.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><a id="manual" class="hmanchor"></a>The location of the activity on the process diagram and its settings differ depending on the approval method that you select:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Manually</span>. In this case, when the process moves to the <span style="font-weight: bold;">Approval</span> activity, the task to review the document is assigned to the executor and an approval sheet with the <span style="font-weight: bold;">Pending approval</span> status is created. In the activity settings, you can configure the approval management. You can set parallel or sequential approvals for a group of approvers, the requirement to sign the document with a digital signature, and set a deadline. An employee actively participates in the approval process by performing the task that you have configured in the activity.</li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Automatically</span>. This option provides that the <span style="font-weight: bold;">Approval</span> activity is executed automatically. No approval task is assigned within the activity. Such a task should be set up additionally and placed on the process diagram before it moves to the <span style="font-weight: bold;">Approval</span> activity. The executor only needs to make a decision (approve or reject) via the standard task interface. Then the process will move to the <span style="font-weight: bold;">Approval</span> activity, where the corresponding decision will be made automatically. At the same time, an approval sheet with the decision is created. Read more in the <span style="color: #0000ff;"><a href="auto-approval.html" class="topiclink">Automatic approval</a></span> article.</li></ul>
<h2 class="p_Heading2"><span class="f_Heading2">Set up manual approval</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Place the <span style="font-weight: bold;">Approval</span> activity on the process segment where the employee specified in the swimlane must approve or reject the document. The user will be tasked to review the document. At the same time, an <a href="approval-sheets.html" class="topiclink">approval sheet</a> will be created. It will record the approvers decisions and their comments with additionally attached files.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">By default, the final <span style="font-weight: bold;">Approved</span> or <span style="font-weight: bold;">Rejected</span> resolution is generated after the end of the process. Until then, users see the <span style="font-weight: bold;">Pending approval</span> status. To display the final resolution in the approval sheet after the approval stage, use the <a href="360011756780.html" class="topiclink">End Approval</a> block. You can find the example of such process in the <a href="approval-use-case.html" class="topiclink">Approval use case</a> article.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Make sure that you have added a <a href="process_context.html" class="topiclink">process context</a> variable that will store the object <span style="font-family: Inter;">sent for approval</span>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To open the settings, double-click on the <span style="font-weight: bold;">Approval</span> activity on the process diagram.<span style="font-weight: bold;"> </span>The settings are managed in three tabs: <a href="360010366380.html#general_tab" class="topiclink">General</a>, <a href="360010366380.html#deadline_tab" class="topiclink">Deadline</a>, <a href="360010366380.html#schedule" class="topiclink">Schedule in Calendar</a>, <a href="360010366380.html#connectors_tab" class="topiclink">Connectors</a>, <a href="360010366380.html#custom-statuses" class="topiclink">Custom Statuses</a>, <a href="360010366380.html#signature" class="topiclink">Signature</a>, and<span style="font-family: 'Times New Roman',Times,Georgia,serif;"> </span><a href="360010366380.html#signature" class="topiclink">Substitutions</a><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. </span>You can specify the task name, set a deadline, define the approval logic, add the task to the executors calendar, enable the signature, etc.</p>
<h3 class="p_Heading3"><a id="general_tab" class="hmanchor"></a><span class="f_Heading3">General tab</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="approval-brix-01" width="788" height="507" style="margin:0;width:788px;height:507px;border:none" src="approval-brix-01.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Enter a name that will be displayed in the process diagram. We recommend choosing a short yet informative name to make the process diagram easy to read.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Task name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Enter a text that the task executor will see in their task list or on the task page. You can add a <a href="process_context.html" class="topiclink">context variable</a> to the name to make it more detailed. To do that, click on the <span style="font-weight: bold;">{+}</span> icon in the right corner of the field. You can also add <a href="360007679591.html#conditions-and-functions" class="topiclink">conditions and functions</a>, just like for the item name templates. This allows you to generate a more informative name for the task.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Item to send for approval</span><span style="font-weight: bold; color: #ff0000;">*</span>. Specify the <a href="process_context.html" class="topiclink">context variable</a> that will store the file or app item.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Write the output to a variable</span>. Specify a variable of the <span style="font-weight: bold;">String</span> type to which the code of the result of the current activity execution will be written: <code><b>approved</b></code> or <code><b>rejected</b></code>. The result depends on which button the approver clicks on the task page: <span style="font-weight: bold;">Approve</span> or <span style="font-weight: bold;">Reject</span>.<span style="font-weight: bold;"> </span>When there are several approvers and at least one of them refuses to approve, the result will contain the<code><b>rejected</b></code> value. If the agreement is terminated, the terminated value will be written. This variable can be placed on the app form, as well as used in <a href="360012495911.html" class="topiclink">gateways</a> and <a href="360027203731.html" class="topiclink">scripts</a> to implement more complex approval logic.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Approval method</span>. Depending on the selected method, the set of tabs in the settings window and the list of settings listed below the current tab differ. To configure <span style="color: #0000ff;"><a href="auto-approval.html" class="topiclink">automatic approval</a></span>, select the <span style="font-weight: bold;">Automatically</span> option.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Notification to the activity stream</span>. Enable this option so that a notification about approval start is sent to the file or app item activity stream.</li></ul>
<p style="line-height: 1.20;">In case you select the <span style="font-weight: bold;">Manually</span> approval method, the following fields will be displayed below:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Notification</span>. Enable the option to ensure that the approver receives a task assignment notification in the activity stream.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Approval type</span>.<span style="font-weight: bold;"> </span>This option appears only if a user group or a department is specified as executor in <a href="360012263032.html" class="topiclink">swimlane</a> settings. Determine how the approval task should be assigned and executed:</li></ul>
<ul style="list-style-type:disc"><ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Parallel</span>. The approval task will be simultaneously assigned to all executors included in the swimlane. Depending on the <a href="360010366380.html#connectors_tab" class="topiclink">connector settings</a>, there are two options. Either each executor needs to review the document before the process moves on to the next step, or the next step starts as soon as one of the executors approves or rejects the document.</li></ul></li></ul>
<ul style="list-style-type:disc"><ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Sequential</span>.<span style="font-weight: bold;"> </span>The task will be assigned consequently to all the executors included in the swimlane one by one. The process will go to the next step only when all the employees will complete the task. With <a href="360010366380.html#connectors_tab" class="topiclink">connector settings</a>, you can determine what happens if an approver rejects the document.</li></ul></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 58px;">Please note that in a dynamic swimlane, the tasks will be assigned in the same order as users were specified in the variable that stores users. In a static swimlane, the sequence is random.</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Leave only actual participants</span>. Remove those users who were assigned the approval task but had neither approved nor rejected the document from the approval sheet.</li></ul>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Here are some examples to explain more clearly in which cases this or that type of approval is used.</p>
<p class="p_Normal"><a class="dropdown-toggle" style="font-style: normal; font-weight: normal; color: #000000; background-color: transparent; text-decoration: none;" href="javascript:HMToggle('toggle','TOGGLE0186A1')">Example 1</a></p>
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<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">&nbsp;<br />
Lets assume that the approval process in a company is organized in such a way that the contract is sent to an accountant, a lawyer, an economist, and a security officer for review. It is important for us that the work on the contract is not delayed and the decision is made as soon as possible, so the task of approval should come to all the specified employees at the same time. In this case, you should wait for each of them to decide before sending the contract further down the path. If you select the <span style="font-weight: bold;">Parallel</span> option and set the approval percentage to 100 in the connector settings, then all employees will receive the task <span style="font-weight: bold;">Approve</span> <span style="font-weight: bold;">contract</span>, and until each of them completes their work, the process will not move on.</p>
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<p class="p_Normal"><a class="dropdown-toggle" style="font-style: normal; font-weight: normal; color: #000000; background-color: transparent; text-decoration: none;" href="javascript:HMToggle('toggle','TOGGLE0186A2')">Example 2</a></p>
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<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal">&nbsp;<br />
Lets consider the work of the legal department. Any employee can check the content of the contract for compliance with the law and predict the legal consequences of the stated conditions. It does not matter who exactly will be involved in the approval, it is only important that the task be completed as quickly as possible. In this case, you should use the <span style="font-weight: bold;">Parallel</span> option, but at the same time set the percentage of approvals and rejections in the <a href="360010366380.html#connectors_tab" class="topiclink">connector settings</a> to be higher than zero. The task will be sent to each employee of the legal department, and the one who is less busy at the moment will be able to start performing it immediately. When one of the employees makes a decision, the approval task will disappear from the list of tasks of other users. If the <span style="font-weight: bold;">Leave only actual participants</span> option is enabled, only the user who provided a decision will be displayed in the approval sheet.</p>
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<p class="p_Normal"><a class="dropdown-toggle" style="font-style: normal; font-weight: normal; color: #000000; background-color: transparent; text-decoration: none;" href="javascript:HMToggle('toggle','TOGGLE0186A3')">Example 3</a></p>
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<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal">&nbsp;<br />
Suppose we need several managers to read and approve a report before the process continues. If you select the <span style="font-weight: bold;">Sequential</span> option, the system assigns the review task to one manager first, and after they approve the report, to another manager. In the connector settings, you can specify how to proceed if one of the approvers rejects the report.</p>
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<h3 class="p_Heading3"><a id="form" class="hmanchor"></a><span class="f_Heading3">Form tab</span></h3>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">This tab appears if an app item has been sent for approval. It allows you to configure your own approval task form from scratch. If you want to use the default form, you do not need to change the settings on this tab.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">To create a form, click <span style="font-weight: bold;">Default</span> and then click <span style="font-weight: bold;">Create Form</span>.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">This opens the <span style="color: #0000ff;"><a href="360029250931.html" class="topiclink">form template</a></span> in the interface designer. Place the widgets and buttons you want on the form. You can apply scripts, set form validation, etc. Save the settings you have made.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">To configure the display of the app item properties being sent for approval, go to the <span style="font-weight: bold;">Form</span> tab in the <span style="font-weight: bold;">Approval</span> activity settings again.</p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><img alt="approval_activity_02" width="785" height="504" style="margin:0;width:785px;height:504px;border:none" src="approval_activity_02.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">Place the required fields on the form or create new ones. Set the settings of their visibility and mandatory filling. These actions are similar to the form settings in the <span style="color: #0000ff;"><a href="360012495611.html#form" class="topiclink">Task</a></span> element. Please note that these settings are available only for a custom form.</p>
<h3 class="p_Heading3"><a id="deadline_tab" class="hmanchor"></a><span class="f_Heading3">Deadline tab</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="approval_main2" width="597" height="326" style="margin:0;width:597px;height:326px;border:none" src="approval_main2.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">On this tab, you can set the due date for the task as well as specify the system behavior in case the task is not completed on time.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">There are two ways to set the deadline:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Exact time</span>.<span style="font-weight: bold;"> </span>Specify the number of days, hours, or minutes that the executor has to complete the task. <span style="font-family: Inter;">The calculations can be based on the</span> <a href="360004890291.html" class="topiclink">business calendar</a>.</li></ul>
<p style="line-height: 1.20; margin: 0 0 0 34px;">If the approval task belongs to a swimlane with multiple executors, each of the executors will have the specified number of days, hours, and minutes to complete the task.</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Variable</span>.<span style="font-weight: bold;"> </span>Sometimes it is important that the user completes the task before a certain date. For example, an employee can specify the exact date before which others need to read the new internal regulations. By this day, all specified users should have made a decision on the document. In this case, you can use a <a href="process_context.html" class="topiclink">context variable</a> of the <span style="font-weight: bold;">Date/Time</span> type to define the deadline for the approval task.</li></ul>
<p style="line-height: 1.20; margin: 0 0 0 34px;"><span style="font-family: Inter;">If the approval task belongs to a swimlane with multiple executors, and a variable is used to define the deadline, all the executors will have to complete their tasks by this moment. Otherwise, the task will be considered overdue.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the <span style="font-weight: bold;">Notification </span>field, you can select users who will be notified if the executor fails to complete the approval task on time. You can select the current user, a context variable (for example, the process initiator), a user group, or an org chart item.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdai 4" width="646" height="218" style="margin:0;width:646px;height:218px;border:none" src="hmfile_hash_95ae5ae4.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Interrupt</span> field allows you to specify which path the process flow should take if the executor fails to complete the task on time.<a id="escalation" class="hmanchor"></a></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="approval_activity_05" width="607" height="235" style="margin:0;width:607px;height:235px;border:none" src="approval_activity_05.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">This connector is marked with the timer icon on the process diagram. The process takes this path if the set time is over but the executor hasnt marked the task as completed. The other connectors will not be activated.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">For example, lets say that the employee from the legal department didnt complete the contract approval task on time. The process flow will take the escalation connector and assign the next task to the CEO.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="05.PNG" title="05.PNG" width="912" height="485" style="margin:0;width:912px;height:485px;border:none" src="360007221480-05.png"/></p>
<p class="p_Normal">&nbsp;</p>
<h3 class="p_Heading3"><span class="f_Heading3">Schedule in Calendar tab</span></h3>
<p style="line-height: 1.20;"><a id="schedule" class="hmanchor"></a></p>
<p style="line-height: 1.20;"><img alt="approval_activity_04" width="844" height="255" style="margin:0;width:844px;height:255px;border:none" src="approval_activity_04.png"/></p>
<p style="line-height: 1.20;">This tab appears if a deadline is set for the task, and is used to add the task to the executors calendar.</p>
<p style="line-height: 1.20; margin: 16px 0 0 0;">To avoid overscheduling, you can schedule the task only for some of the days. Lets say that the approval deadline is in a week. You can schedule the task to appear in the calendar only on the last three days of the week:</p>
<ol style="list-style-type:decimal">
<li value="1" style="line-height: 1.20;">Add <span style="font-weight: bold;">Date/Time</span> variables to the context. They will store the values for the task deadlines in the calendar.</li><li value="2" style="line-height: 1.20;">Add a <a href="360027203731.html" class="topiclink">script</a> on the process diagram before the <span style="font-weight: bold;">Approval</span> activity to calculate the values of these variables.</li><li value="3" style="line-height: 1.20;">On the <span style="font-weight: bold;">Schedule in Calendar</span> tab, link the variables with the <span style="font-weight: bold;">Start date</span> and <span style="font-weight: bold;">End date</span> fields.</li></ol>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<h3 class="p_Heading3"><a id="connectors_tab" class="hmanchor"></a><span class="f_Heading3">Connectors tab</span></h3>
<p style="line-height: 1.28; margin: 0 0 11px 0;">Here you can define the approval logic: specify the conditions that define which <a href="360015835331.html" class="topiclink">connector</a> the process flow should take. Do not forget to specify a default connector that the process will follow if none of the specified conditions are met.</p>
<p style="line-height: 1.20; margin: 0 0 11px 0;">If you have added a connector for <span style="color: #0000ff;"><a href="360010366380.html#error-handling" class="topiclink">error handling</a></span>, it will be displayed on this tab along with the others. Do not set conditions for it, as they will be ignored when the process is executed.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="approval_activity_03" width="699" height="369" style="margin:0;width:699px;height:369px;border:none" src="approval_activity_03.png"/></p>
<p class="p_Normal" style="line-height: 1.20; page-break-inside: avoid; margin: 14px 0 0 0;">Note that if an<span style="font-size: 15px; color: #394149;"> </span><a href="360010366380.html#escalation" class="topiclink">escalation connector</a> is set up on the <span style="font-weight: bold;">Deadlines</span> tab, the other connectors can be activated only before the tasks deadline is reached.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">By default, the <span style="font-weight: bold;">Approval</span> task form has only two buttons: <span style="font-weight: bold;">Approve</span> and <span style="font-weight: bold;">Reject</span>, regardless of how many outgoing connectors the activity has on the process diagram. You can add other buttons for the task by setting up <a href="360010366380.html#custom-statuses" class="topiclink">custom approval statuses</a>. However, the further process flow is determined only by the conditions set for the connectors.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To open the connectors settings, double-click on its name.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">On the <span style="font-weight: bold;">General</span> tab, enter a short and understandable name for the connector. It will be displayed on the process diagram. You can also add a description of the connector.</p>
<h3 class="p_Heading3" style="line-height: 1.20; margin: 26px 0 0 0;"><img alt="approval 6" width="564" height="271" style="margin:0;width:564px;height:271px;border:none" src="hmfile_hash_9f9fe8b4.png"/></h3>
<p class="p_Normal"><a id="condition" class="hmanchor"></a>On the <span style="font-weight: bold;">Conditions</span> tab, adjust the settings:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="approval_activity_06" width="553" height="251" style="margin:0;width:553px;height:251px;border:none" src="approval_activity_06.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Process Variable</span>. Specify a variable from the process context or a specific value: <ul style="list-style-type:circle">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Approval Percentage</span>.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Rejection Percentage</span>.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Archived</span>.<span style="font-size: 15px;"> </span>Check whether the approval sheet has been archived. Please note that for items the <span style="color: #0000ff;"><a href="approval-settings.html" class="topiclink">rules of sheet archiving</a></span> are set in the app settings. For files, sheets are always archived when a new version is added.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Approval object not found</span>. Check that the object is not deleted from the system. Please note that this option works only when a file is sent for approval. If an app item is being sent, the process will be terminated with an error upon its deletion.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">No access to the approval object</span>.</li></ul></li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Operation</span>. Define a comparison operator to check a specific condition.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Field Value</span>. Enter the value at which the condition will be met.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Logical Operator</span>. This is a logical operation used to check multiple conditions. If the overall check result is <span style="font-weight: bold;">True</span>, the process continues with this connector:<ul style="list-style-type:circle">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">AND</span>. The result is <span style="font-weight: bold;">True</span> if both conditions are met.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">OR</span>. The result is <span style="font-weight: bold;">True</span> if at least one condition is met.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">AND NOT</span>. The result is <span style="font-weight: bold;">True</span> if the first condition is met while the second condition is not.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">OR NOT</span>. The result is <span style="font-weight: bold;">True</span> if the first condition is met or the second condition is not.</li></ul></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Please note that conditions are checked in the order they are listed in the connector settings.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">For approval tasks assigned to a swimlane with multiple executors, connector conditions are checked each time one of them completes the task.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">For more details on using connectors in the process, refer to the <a href="360015835331.html" class="topiclink">Connectors</a> article. To configure conditions for connectors in the <span style="font-weight: bold;">Approval</span> activity, read the <a href="approval-use-case.html" class="topiclink">Approval use case</a> article.</p>
<h3 class="p_Heading3"><a id="custom-statuses" class="hmanchor"></a><span class="f_Heading3">Custom Statuses tab</span></h3>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">When creating a custom status in the task, an additional button will appear. With its help, employees will be able to provide custom decisions within the standard approval process.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Depending on what object (app item or file) is stored in the variable specified on the </span><span style="font-family: Inter; font-weight: bold;">General</span><span style="font-family: Inter;"> tab in the </span><span style="font-family: Inter; font-weight: bold;">Item to send for approval</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;"> field, the button will appear on the item page or on the file preview page.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">The buttons in the approval task are used only for making a decision and do not determine the further flow of the business process. The path to which the process is directed is automatically selected depending on the conditions set in the <a href="360010366380.html" class="topiclink">connector settings</a>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">For instance, you can add the status </span><span style="font-family: Inter; font-weight: bold;">Approved with Comments</span><span style="font-family: Inter;">. Employees can approve a document that requires minor edits. The document will continue to move through the process according to the logic defined by outgoing connectors. In the approval sheet, the </span><span style="font-family: Inter; font-weight: bold;">Approved with Comments </span><span style="font-family: Inter;">status will appear next to the last name of &nbsp;the user who selected this decision.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">The final status of the item will depend on whether it is approved or rejected by the approvers.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">To configure custom statuses, fill out the fields:</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><img alt="approval-custom-statuses-1" width="876" height="263" style="margin:0;width:876px;height:263px;border:none" src="approval-custom-statuses-1.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter; font-weight: bold;">Approved/Rejected</span><span style="font-family: Inter;">. Enable the </span><span style="font-family: Inter; font-weight: bold;">Use custom status</span><span style="font-family: Inter;"> option if you want users to be able to provide an additional decision within the approval or rejection decisions.</span></li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter; font-weight: bold;">Button label in the task</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">. Enter the name for the button that the user will click to make a decision on the app item or file, for example, </span><span style="font-family: Inter; font-weight: bold;">Approve with Comments</span><span style="font-family: Inter;">. Buttons for additional decisions will be displayed next to the system ones in the approval task.</span></li></ul>
<p style="text-indent: -24px; line-height: 1.20; margin: 7px 0 16px 36px;"><img alt="approval-custom-statuses-2" width="750" height="385" style="margin:0;width:750px;height:385px;border:none" src="approval-custom-statuses-2.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter; font-weight: bold;">Status Label</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">. Enter the name of the status that will be displayed in the approval sheet after closing the task.</span></li></ul>
<p style="text-indent: -24px; line-height: 1.20; margin: 7px 0 16px 36px;"><img alt="approval-custom-statuses-3" width="262" height="226" style="margin:0;width:262px;height:226px;border:none" src="approval-custom-statuses-3.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">The custom status will be shown in the approval sheet and will also be displayed alongside the system statuses when the sheet is exported.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="approval-custom-statuses-4" width="483" height="350" style="margin:0;width:483px;height:350px;border:none" src="approval-custom-statuses-4.png"/></p>
<h3 class="p_Heading3"><a id="signature" class="hmanchor"></a><span class="f_Heading3">Signature tab</span></h3>
<p style="line-height: 1.28; margin: 0 0 11px 0;">You can configure the use of an electronic signature at the approval step. In this case, the user clicks the <span style="font-weight: bold;">Approve</span> button in the received task and then enables the option of signing. In the opened window, the employee selects the objects to sign: attributes, file, and resolution. Thus, they make the resolution and confirm it with their electronic signature. The data about it are saved on the page of the signed document. For more information on how to perform such a task and where to view the details of the applied electronic signature, see the <a href="digital_signtature_in_apps.html" class="topiclink">Digital signature in apps</a> article.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">To make it possible to sign the approval object or decision, set the following parameters on the <span style="font-weight: bold;">Signature</span> tab:</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><img alt="approval_activity_07" width="909" height="331" style="margin:0;width:909px;height:331px;border:none" src="approval_activity_07.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Enable signing</span>. You can disable signing by selecting <span style="font-weight: bold;">Do not use</span>. Then the user completing the task will only need to click <span style="font-weight: bold;">Approve</span> without having to sign the document.</li></ul>
<p style="line-height: 1.20; margin: 7px 0 16px 34px;">To make a signing pop-up appear when a user clicks <span style="font-weight: bold;">Approve</span>, select one of the following options:</p>
<ul style="list-style-type:disc"><ul style="list-style-type:circle">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Optional</span>. The <span style="font-weight: bold;">Sign</span> option is disabled by default. Instead of <span style="font-weight: bold;">Next</span>, the user sees the <span style="font-weight: bold;">Approve</span> button. By clicking it, the user will approve the document without signing. At the same, time the user can set a checkbox and proceed to signing by clicking <span style="font-weight: bold;">Next</span>.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Preferred</span>. The <span style="font-weight: bold;">Sign</span> option is by default enabled but the user can disable it.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Required</span>. The <span style="font-weight: bold;">Sign</span> option is by default enabled, and the user cannot disable it. The user will not be able to close the task unless they move on to signing the attributes, document file, and solution.</li></ul></li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Sign attributes</span>. Defines whether the approver needs to sign the app item attributes:</li></ul>
<ul style="list-style-type:disc"><ul style="list-style-type:circle">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold;">Do not use</span>. The <span style="font-weight: bold;">Sign attributes</span> option will not be displayed. The user cannot sign the attributes.</li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold;">Optional</span>. The default checkbox is not selected in the <span style="font-weight: bold;">Sign attributes</span> option, the user can enable it.</li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold;">Preferred</span>. The default checkbox is selected in the <span style="font-weight: bold;">Sign attributes</span> option, the user can disable it.</li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold;">Required</span>. The option is selected by default and cannot be disabled. The user cannot approve the document without singing its attributes.</li></ul></li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold;">Sign File</span>. The settings for this field are the same as for <span style="font-weight: bold;">Sign attributes</span>.</li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Sign Decision</span>. The settings for this field are the same as for <span style="font-weight: bold;">Sign attributes</span>.<a id="provider" class="hmanchor"></a> With this option, the user signs a text file generated by the system. It includes information about the approval task, the item sent for approval, the approvers decision and comment, and the user who was approving the document.</li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Provider</span>. Select the provider whose certificate will be used for signing. The list is formed from the <a href="electronic-signature.html" class="topiclink">digital signature provider</a> modules that are configured in <span style="font-weight: bold;">Administration &gt; Modules &gt; Digital Signature</span>. The user will not be able to change the selected value to another one. If the field is left blank, the provider can be selected at the moment of signing.</li></ul>
<h3 class="p_Heading3"><span class="f_Heading3">Substitutions tab</span></h3>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">On this tab, you can specify a variable that controls the reassignment of the approval task to an employee who <span style="color: #0000ff;"><a href="360010244599.html" class="topiclink">substitutes</a></span> the primary performer.</p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><img alt="approval_activity_08" width="869" height="154" style="margin:0;width:869px;height:154px;border:none" src="approval_activity_08.png"/></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">In the <span style="font-weight: bold;">Ignore substitution</span> field, specify a variable from the business process context of the <span style="color: #0000ff;"><a href="360009707032.html" class="topiclink">Yes/No switch</a></span> type.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">If the variable is set to <span style="font-weight: bold;">Yes</span>, the approval task will be assigned to the initially specified approver, and if it is set to <span style="font-weight: bold;">No</span>, it will be assigned to the substitute employee. The value of the variable can be changed during the business process, for example, by placing the variable on the form of another task, or by using <span style="color: #0000ff;"><a href="360027203731.html" class="topiclink">scripts</a></span>.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">For example, you can ignore substitution if the document to be agreed upon contains confidential data that should not be disclosed to third parties.</p>
<h3 class="p_Heading3"><a id="error-handling" class="hmanchor"></a><span class="f_Heading3">Error handling tab</span></h3>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">During the process, an error may occur during the approval. For example, if a variable storing a file or app item for approval is not populated. You can define which path the business process will follow in this case and configure a notification:</p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><img alt="approval-14" width="658" height="355" style="margin:0;width:658px;height:355px;border:none" src="approval-14.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Notification</span>. Enable the option and specify the users to whom notification of an error in the process will be sent. You can select a user, a user <span style="color: #0000ff;"><a href="360007146071.html" class="topiclink">group</a></span>, or an <span style="color: #0000ff;"><a href="360003861992.html" class="topiclink">org chart item</a></span>, and specify a <span style="color: #0000ff;"><a href="process_context.html" class="topiclink">context variable</a></span>, for example, the process initiator.</li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-weight: bold;">Interrupt</span>. Enable the option and then specify in the <span style="font-weight: bold;">Transition</span> field which path the process will follow in case of an error. The connector specified in these settings is marked on the process diagram with the <img alt="error-connector-icon" width="23" height="25" style="margin:0;width:23px;height:25px;border:none" src="error-connector-icon.png"/><span class="f_ImageCaption"> </span>icon.</li></ul>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">Please note that if you select a connector for which <span style="color: #0000ff;"><a href="360010366380.html#condition" class="topiclink">conditions are set</a></span>, they will be ignored when the process executes. The process will continue on the specified connector only in case of an error.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">When the settings are complete, click the <span style="font-weight: bold;">Save</span> button.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Approval sheet</span></h2>
<p class="p_Normal">As soon as the process reaches the <span style="font-weight: bold;">Approval</span> activity, a notification about the assigned task appears in the <a href="360014162972.html" class="topiclink">#Activity stream</a> of the executors with a link to the file, document, or app item.</p>
<p class="p_Normal">An approval sheet is created on the objects page, listing the employees assigned to the tasks. A question mark appears next to the user who has not yet reviewed the document.</p>
<p class="p_Normal">After the task is completed, the approval sheet is updated with the date, time, decision, any comments left, and an additional attached file explaining the employees decision. You can download an attached file by clicking on it in the sheet.</p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><img alt="approval-15" width="706" height="410" style="margin:0;width:706px;height:410px;border:none" src="approval-15.png"/></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">If the document is sent to multiple executors, you can view the entire list by clicking <span style="font-weight: bold;">All users</span> in the approval sheet. In the opened window, users can be filtered by decision.</p>
<p style="text-align: justify; line-height: 1.20; margin: 19px 0 0 0;"><img alt="approval_sheets_03" width="381" height="277" style="margin:0;width:381px;height:277px;border:none" src="approval_sheets_03.png"/></p>
<p style="text-align: justify; line-height: 1.20; margin: 19px 0 0 0;">You can export the approval sheet with all decisions by clicking the upload icon on the sidebar of the document:</p>
<ul style="list-style-type:disc">
<li class="p_Normal"><img alt="read_doc_icon" width="19" height="19" style="margin:0;width:19px;height:19px;border:none" src="read_doc_icon.png"/> To export the list as an <span style="font-weight: bold;">.xlsx</span> file.</li><li class="p_Normal"><img alt="pdf-icon" width="18" height="22" style="margin:0;width:18px;height:22px;border:none" src="pdf-icon.png"/><span class="f_ImageCaption"> </span>To export the list as a <span style="font-weight: bold;">.pdf</span> file. The icon will be displayed if a <a href="ready-made-sheets-settings.html#create-template" class="topiclink">custom template</a> for sheet generation is used.</li></ul>
<p class="p_Normal">Read more about it in the <a href="approval-sheets.html" class="topiclink">Lists of informed users and approval sheets</a> article.</p>
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<p>Business process designer &gt; Graphical elements / Send Document/App Item</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Send Document/App Item</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="send_document1" width="106" height="86" style="float:left;margin:0;width:106px;height:86px;border:none" src="send_document1.png"/>The <span style="font-weight: bold;">Send Document/App Item</span> activity is used in a process when its participants need to <a href="360010245000.html#sendforinformation" class="topiclink">get informed</a> about the contents of a <a href="360014164452.html" class="topiclink">file</a>, a <a href="360009923631.html" class="topiclink">document</a>, or an <a href="360016427291.html" class="topiclink">app item</a>. <span style="font-family: Inter;">The users receive a task containing a link to the object that they have to view or read. After that, a </span><a href="360010385600.html#h_5d6dfa6b-3345-49e7-ac8f-47c604f77f17" class="topiclink">list of informed users</a> <span style="font-family: Inter;">is created on its page. It contains the employees decisions, comments, and additional files.</span></p>
<p style="text-align: justify; line-height: 1.20; margin: 14px 0 0 0;">To learn how to use the activity in a business process, refer to the <span style="color: #0000ff;"><a href="send-for-information-use-case.html" class="topiclink">Send for information use case</a></span> article.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">To open the activity settings, double-click on it on the process diagram. </span>Configure settings on the <span style="color: #0000ff;"><a href="360010385600.html#general-tab" class="topiclink">General</a></span>, <span style="color: #0000ff;"><a href="360010385600.html#form" class="topiclink">Form</a></span>, <span style="color: #0000ff;"><a href="360010385600.html#interrupt" class="topiclink">Deadline</a></span>, <span style="color: #0000ff;"><a href="360010385600.html#schedule-in-calendar" class="topiclink">Schedule in Calendar</a></span>, <span style="color: #0000ff;"><a href="360010385600.html#transitions-tab" class="topiclink">Connectors</a></span>, <span style="color: #0000ff;"><a href="360010385600.html#custom-statuses-tab" class="topiclink">Custom Statuses</a></span>, <span style="color: #0000ff;"><a href="360010385600.html#signature-settings-tab" class="topiclink">Signature</a></span>, and <span style="color: #0000ff;"><a href="360010385600.html#substitutions" class="topiclink">Substitutions</a></span> tabs.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Before configuring the settings, make sure that the <a href="process_context.html" class="topiclink">process context</a> contains a variable for storing the object that the users will have to view or read.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="general-tab" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">General tab</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="send-item-brix-01" width="906" height="477" style="margin:0;width:906px;height:477px;border:none" src="send-item-brix-01.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Enter the text that will be shown on the process diagram.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Task name</span><span style="font-weight: bold; color: #ff0000;">*</span>. Enter a brief and informative subject. It will be used as the title for the task shown to users in their <a href="360014162972.html" class="topiclink">#Activity stream</a>. To include <a href="process_context.html" class="topiclink">context variables</a> in the subject, click on the <span style="font-weight: bold;">{+}</span> symbol in the right corner of the field. <span style="font-family: Inter;">You can also <a href="360007679591.html#conditions-and-functions" class="topiclink">add conditions and functions</a>, just like for the item name templates. This allows you to generate a more informative name for the task.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Items to send</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">Select the context variable storing the file, document, or app item that you want the users to view or read.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Notify the executor</span><span style="font-family: Inter;">. If this option is enabled, the executor will receive a notification in their #Activity stream when the task is assigned.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Notification to the activity stream</span><span style="font-family: Inter;">. If this option is enabled, a message about the start of the task will be sent to the objects activity stream.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Message Text</span><span style="font-family: Inter;">. Here you can specify all the information that you want the employees to see. Also, you can use context variables to, for example, add a comment of a process participant. To include a variable, click on the </span><span style="font-family: Inter; font-weight: bold;">{+}</span><span style="font-family: Inter;"> symbol in the right corner of the field. You can also add a condition or a function in the same way as in the </span><span style="font-family: Inter; font-weight: bold;">Task name</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;"> field.</span></li></ul>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="form" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Form tab</span></h2>
<p style="line-height: 1.20; margin: 7px 0 7px 0;">This tab appears if an app item has been sent for review. It allows you to configure your own review form from scratch. If you want to use the <span style="color: #0000ff;"><a href="360010385600.html#h_5d6dfa6b-3345-49e7-ac8f-47c604f77f17" class="topiclink">default form</a></span>, you do not need to change the settings on this tab.</p>
<p style="line-height: 1.20; margin: 7px 0 7px 0;">To create a form, click <span style="font-weight: bold;">Default</span> and then click <span style="font-weight: bold;">+Create Form</span>.</p>
<p style="line-height: 1.20; margin: 7px 0 7px 0;">This opens the <span style="color: #0000ff;"><a href="360029250931.html#form_template" class="topiclink">form template</a></span> in the interface designer. Place the widgets and buttons you want on the form. You can apply scripts, set form validation, and so on. Save the settings.</p>
<p style="line-height: 1.20; margin: 7px 0 7px 0;">To customize the display of the properties of the app item being sent for information, go back to the <span style="font-weight: bold;">Form</span> tab in the activity settings. </p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 7px 0;"><img alt="send-item-brix-02" width="713" height="430" style="margin:0;width:713px;height:430px;border:none" src="send-item-brix-02.png"/></p>
<p style="line-height: 1.20; margin: 7px 0 7px 0;">Place the required fields on the form or create new ones. Set the settings of their visibility and mandatory filling. These actions are similar to the form settings in the <span style="color: #0000ff;"><a href="360012495611.html" class="topiclink">Task</a></span> element. Please note that these settings are available only for a custom form.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="interrupt" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Deadline tab</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="send-item-brix-03" width="671" height="347" style="margin:0;width:671px;height:347px;border:none" src="send-item-brix-03.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">On this tab, you can configure the due date for the task, as well as determine what happens if the task is not completed at the specified time.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">There are two ways to set the deadline: </p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Exact Time</span>.<span style="font-weight: bold;"> </span><span style="font-family: Inter;">Specify the number of days, hours, or minutes that the executor has to complete the task. The calculations can be based on the</span> <a href="360004890291.html" class="topiclink">business calendar</a>.</li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Variable</span>. <span style="font-family: Inter;">Sometimes it is important that the user completes the task before a certain date. For example, an employee can specify the exact date before which others need to read the new internal regulations. By this day, all specified users should have read the document. In this case, you can use a</span> <a href="process_context.html" class="topiclink">context variable</a> <span style="font-family: Inter;">of the </span><span style="font-family: Inter; font-weight: bold;">Date/Time</span><span style="font-family: Inter;"> type to determine the deadline for the task.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Consider the duration of the work day as a constant</span><span style="font-family: Inter;">. </span>This option is available when the business calendar is taken into account. It allows calculating the task deadline based on the number of working hours per day. The time specified in the business calendar settings in the <span style="font-weight: bold;">Standard work schedule</span> field is used for calculation.</li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 34px;"><span style="font-family: Inter;">If the task belongs to a swimlane with multiple executors and a variable is used to define the deadline, all the executors will have to complete their tasks by the specified moment. Otherwise, the task will be considered overdue.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In the </span><span style="font-family: Inter; font-weight: bold;">Notification </span><span style="font-family: Inter;">field, you can select users who will be notified if the executor fails to complete the task on time. You can select the current user, a context variable (for example, the process initiator), a user group, or an org chart item.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdai 4" width="743" height="251" style="margin:0;width:743px;height:251px;border:none" src="hmfile_hash_95ae5ae4.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">By default, a message will be sent to all employees specified in the</span> <a href="360012263032.html" class="topiclink">swimlane</a> <span style="font-family: Inter;">settings. To select other recipients, click the </span><span style="font-family: Inter; font-weight: bold;">Add</span><span style="font-family: Inter;"> button.</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Current User</span><span style="font-family: Inter;">. Executor of the swimlane where the activity is placed.</span></li><li style="line-height: 1.20;"><span style="font-family: Inter; font-weight: bold;">Context variable</span><span style="font-family: Inter;">. The recipient is specified in a</span> <a href="process_context.html" class="topiclink">process context</a> variable of the <span style="font-weight: bold;">User</span> type.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Group</span>. <span style="font-family: Inter;">The message will be sent to a specific</span> <a href="360007146071.html" class="topiclink">user group</a>.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Org Chart Item</span>. <span style="font-family: Inter;">You can specify the recipient using an</span> <a href="360003861992.html" class="topiclink">org chart</a> item. </li></ul>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">In the </span><span style="font-family: Inter; font-weight: bold;">Interrupt</span><span style="font-family: Inter;"> field, determine what the next step in the process will be if the executor does not have time to complete the task before the specified time.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">BRIX will automatically select the specified connector if the set time expires and the executor does not confirm that the task has been completed. On the process diagram, such a connector is marked with a clock icon.</span></p>
<h2 class="p_Heading2"><a id="schedule-in-calendar" class="hmanchor"></a><span class="f_Heading2">Schedule in Calendar tab</span></h2>
<p class="p_Normal"><img alt="send-item-brix-04" width="753" height="353" style="margin:0;width:753px;height:353px;border:none" src="send-item-brix-04.png"/></p>
<p class="p_Normal">This tab appears if the task has a deadline. Here you can enable the task to be displayed in the executor's calendar.</p>
<p class="p_Normal">To avoid cluttering the calendar, you can schedule the task only on specific days. For example, if the review period is three days, you can choose to display the task in the calendar only on the last day. To do this:</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal">Add <span style="font-weight: bold;">Date/Time</span> type variables to the context, which will store the values for the task deadlines in the calendar.</li><li value="2" class="p_Normal">Before the <span style="font-weight: bold;">Send document/App item</span> activity in the process diagram, place a <a href="360027203731.html" class="topiclink">script</a> that calculates the values of these variables.</li><li value="3" class="p_Normal">On the current tab, link the<span style="font-weight: bold;"> Start date</span> and <span style="font-weight: bold;">End date</span> fields to these variables.</li></ol>
<h2 class="p_Heading2"><a id="transitions-tab" class="hmanchor"></a><span class="f_Heading2">Connectors tab</span></h2>
<p>This tab is used to configure outgoing <a href="360015835331.html" class="topiclink">connectors</a>.</p>
<p>The main connector, where the process will continue after the user is informed, needs to be marked as the default one.</p>
<p>You can also add error-handling connectors to the process diagram. Their settings specify the conditions under which the process will automatically continue along the corresponding branches. For example, an additional connector can be used when a file sent for review has been deleted, a new version of the document has been added, or the user does not have permissions to view it. If the condition is met, the process will go down this path, and the <span style="font-weight: bold;">Rejected </span>status will be written to the file page or item page.</p>
<p class="p_Normal"><img alt="send-item-brix-05" width="729" height="375" style="margin:0;width:729px;height:375px;border:none" src="send-item-brix-05.png"/></p>
<p>Please note that if an <a href="360010385600.html#interrupt" class="topiclink">escalation connector</a> is configured on the <span style="font-weight: bold;">Deadline</span> tab, the other connectors can only be activated before the task deadline.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal">Since the process is routed through additional connectors automatically, there are no buttons for them in the review task. By default, the user will only see the <span style="font-weight: bold;">Informed</span> button. You can add buttons to make a <a href="360010385600.html#custom-statuses-tab" class="topiclink">custom decision on review</a>, but they do not affect the selection of a connector during the process execution.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p class="p_Normal">To open the window with connector settings, click on its name.</p>
<p class="p_Normal">On the <span style="font-weight: bold;">General</span> tab, enter a name for the connector that will appear on the process diagram. You can also enter a description.</p>
<p class="p_Normal"><img alt="send_item_08" width="576" height="283" style="margin:0;width:576px;height:283px;border:none" src="send_item_08.png"/></p>
<p>Then go to the <span style="font-weight: bold;">Conditions</span> tab, click <span style="font-weight: bold;">+Add Condition</span>, and specify:</p>
<p><img alt="send_item_09" width="633" height="258" style="margin:0;width:633px;height:258px;border:none" src="send_item_09.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Process Variable</span>. Specify a variable from the process context or a specific value: </li></ul>
<ul style="list-style-type:disc"><ul style="list-style-type:circle">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Archived</span>.<span style="font-size: 15px;"> </span>Check whether the list of informed users has been archived. Please note that for items, the <span style="color: #0000ff;"><a href="approval-settings.html" class="topiclink">rules of list archiving</a></span> are set in the app settings. For files, lists are always archived when a new version is added.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Cannot find information object</span>. Check that the object is not deleted from the system. Please note that this option works only when a file is sent for information. If an app item is being sent, the process will be terminated with an error upon its deletion.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">No access to the information object</span>.</li></ul></li></ul>
<ul style="list-style-type:disc">
<li><span style="font-weight: bold;">Operation</span>. Specify a comparison operator to check a specific condition.</li><li><span style="font-weight: bold;">Field value</span>. Enter the value with which the condition will be considered fulfilled.</li><li><span style="font-family: Inter; font-weight: bold;">Logical Operator</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">Determine which logical operations to apply when checking several conditions:</span></li></ul>
<ul style="list-style-type:disc"><ul style="list-style-type:circle">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">AND</span><span style="font-family: Inter;">. The result is </span><span style="font-family: Inter; font-weight: bold;">True</span><span style="font-family: Inter;"> if both conditions that this operator connects are met.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">OR</span><span style="font-family: Inter;">. The result is </span><span style="font-family: Inter; font-weight: bold;">True</span><span style="font-family: Inter;"> if at least one of the conditions that this operator connects is met.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">AND NOT</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">The result is </span><span style="font-family: Inter; font-weight: bold;">True</span><span style="font-family: Inter;"> if the first condition is met while the second condition is not.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">OR NOT</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">The result is </span><span style="font-family: Inter; font-weight: bold;">True</span><span style="font-family: Inter;"> if the first condition is met or the second condition is not.</span></li></ul></li></ul>
<p style="text-indent: -24px; line-height: 1.20; margin: 7px 0 7px 24px;"><span style="font-family: Inter;">Please note that the conditions are checked in the order they are listed in the connector settings.</span></p>
<p style="line-height: 1.20; margin: 7px 0 7px 0;"><span style="font-family: Inter;">For review tasks placed in the swimlane with multiple executors, the transition conditions are checked each time one of the users completes the task.</span></p>
<p style="text-indent: -24px; line-height: 1.20; margin: 7px 0 7px 24px;"><span style="font-family: Inter;">For more information about using connectors in processes, see the <a href="connectors-use-cases.html" class="topiclink">Connectors</a> article.</span></p>
<h2 class="p_Heading2"><a id="custom-statuses-tab" class="hmanchor"></a><span class="f_Heading2">Custom Statuses tab</span></h2>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">When creating a custom status in the task, an additional button will appear. With its help, employees will be able to provide custom decisions within the standard process of sending documents and app items for review.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Depending on what object (app item or file) is stored in the variable specified on the </span><span style="font-family: Inter; font-weight: bold;">General</span><span style="font-family: Inter;"> tab in the </span><span style="font-family: Inter; font-weight: bold;">Items to send</span><span style="font-family: Inter;"> field, the button will appear on the item page or on the file preview page.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal">The buttons in the review task are used only for specifying custom decisions and do not determine the further course of the business process. Regardless of the selected button, if the review is completed successfully, the process will continue with the <a href="360010385600.html#transitions-tab" class="topiclink">default connector</a> selected in the settings.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">For instance, you can add the </span><span style="font-family: Inter; font-weight: bold;">Requires Clarification </span><span style="font-family: Inter;">status. An employee can complete the task of viewing a document and specify that they have questions after reading it. The document progress through the process will continue according to the logic defined by the outgoing connectors. In the list of informed users, opposite the name of the user who selected this decision, the </span><span style="font-family: Inter; font-weight: bold;">Requires Clarification </span><span style="font-family: Inter;">status will appear.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">The final status of the item, regardless of the chosen decisions, will be </span><span style="font-family: Inter; font-weight: bold;">Informed</span><span style="font-family: Inter;">.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">To configure a custom status, enable the </span><span style="font-family: Inter; font-weight: bold;">Use custom status</span><span style="font-family: Inter;"> option and fill in the fields that appear:</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="send-item-brix-06" width="776" height="317" style="margin:0;width:776px;height:317px;border:none" src="send-item-brix-06.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Button label in task</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">. Enter the name of the button that the user will click to complete the task. The additional button will be displayed next to the </span><span style="font-family: Inter; font-weight: bold;">Informed</span><span style="font-family: Inter;"> system button. </span><img alt="send-document-custom-statuses-2" width="881" height="457" style="margin:0;width:881px;height:457px;border:none" src="send-document-custom-statuses-2.png"/></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Status Label</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">. Enter the name of the status that will be displayed in the list of informed users after closing the task.</span></li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 34px;"><img alt="send-document-custom-statuses-3" width="264" height="193" style="margin:0;width:264px;height:193px;border:none" src="send-document-custom-statuses-3.png"/></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">The custom status will be shown in the list of informed users and will also be displayed alongside the </span><span style="font-family: Inter; font-weight: bold;">Informed </span><span style="font-family: Inter;">system status when the list is exported.</span></p>
<h2 class="p_Heading2"><a id="signature-settings-tab" class="hmanchor"></a><span class="f_Heading2">Signature tab</span></h2>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">You can configure the use of electronic signature at the reviewing step. In this case, the user clicks the <span style="font-weight: bold;">Informed</span> button in the incoming task and then enables the signing option. In the opened window, the employee selects the objects for signing: attributes and file. In this way, they confirm that they have reviewed the document. The data about it are saved on the page of the signed app item. To learn more about how to perform such a task and where to view the details of the applied electronic signature, see the <a href="/en/help/ecm/digital_signtature_in_apps.html" target="_blank" class="weblink">Digital signature in apps</a> article. </p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">To enable signing of the review object, on the <span style="font-weight: bold;">Signature</span> tab set the parameters in the same way as for the <span style="font-weight: bold;">Approval</span> activity. The only option missing in the settings is <span style="font-weight: bold;">Sign Decision</span> because when getting informed, no resolution is made on the document. Read more about it in the <a href="360010366380.html" class="topiclink">Approval</a> article.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="send-item-brix-07" width="809" height="345" style="margin:0;width:809px;height:345px;border:none" src="send-item-brix-07.png"/></p>
<h2 class="p_Heading2"><a id="substitutions" class="hmanchor"></a><span class="f_Heading2">Substitutions tab</span></h2>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">On this tab, you can specify a variable that controls the reassignment of the task to an employee who <span style="color: #0000ff;"><a href="360010244599.html" class="topiclink">substitutes</a></span> the primary performer.</p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><img alt="send-item-brix-08" width="727" height="219" style="margin:0;width:727px;height:219px;border:none" src="send-item-brix-08.png"/></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">In the <span style="font-weight: bold;">Ignore substitution</span> field, specify a variable from the business process context of the <span style="color: #0000ff;"><a href="360009707032.html#yes-no-switch" class="topiclink">Yes/No switch</a></span> type.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">If the variable is set to <span style="font-weight: bold;">Yes</span>, the task will be assigned to the initially specified approver, and if it is set to <span style="font-weight: bold;">No</span>, it will be assigned to the substitute employee. The value of the variable can be changed during the business process, for example, by placing the variable on the form of another task, or by using <span style="color: #0000ff;"><a href="360027203731.html" class="topiclink">scripts</a></span>.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">For example, you can ignore substitution if the document to be read contains confidential data that should not be disclosed to third parties.</p>
<h2 class="p_Heading2"><a id="h_5d6dfa6b-3345-49e7-ac8f-47c604f77f17" class="hmanchor"></a><span class="f_Heading2">List of informed users</span></h2>
<p style="line-height: 1.20; margin: 0 0 11px 0;">Once the process reaches the <span style="font-weight: bold;">Send document/App item</span> activity, a notification about the assigned task with a link to a file, document, or app item is displayed in the <span style="color: #0000ff;"><a href="360014162972.html" class="topiclink">#Activity stream</a></span> of executors. </p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">A list of informed users is created on the object page with a list of employees to whom tasks have been assigned. A question mark is displayed next to the user who has not yet viewed the document. After the task is completed, the date, time, and the comment left, and the file attached during the review are added to the list.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sdai 5" width="797" height="397" style="margin:0;width:797px;height:397px;border:none" src="hmfile_hash_edab3e8e.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">If a document has been sent to multiple executors, you can view the entire list by clicking <span style="font-weight: bold;">All</span> <span style="font-weight: bold;">users</span> in the list. By applying a filter, you can find out which employees have not yet completed the task.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="send-document-list-export" width="291" height="252" style="margin:0;width:291px;height:252px;border:none" src="send-document-list-export.png"/></p>
<p style="text-align: justify; line-height: 1.20; margin: 19px 0 0 0;">You can export list of informed users with all decisions by clicking the upload icon on the sidebar of the document:</p>
<ul style="list-style-type:disc">
<li class="p_Normal"><img alt="read_doc_icon" width="19" height="19" style="margin:0;width:19px;height:19px;border:none" src="read_doc_icon.png"/> To export the list as an <span style="font-weight: bold;">.xlsx</span> file.</li><li class="p_Normal"><img alt="pdf-icon" width="18" height="22" style="margin:0;width:18px;height:22px;border:none" src="pdf-icon.png"/><span class="f_ImageCaption"> </span>To export the list as a <span style="font-weight: bold;">.pdf</span> file. The icon will be displayed if a <a href="ready-made-sheets-settings.html#create-template" class="topiclink">custom template</a> for sheet generation is used.</li></ul>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">Read more in the <a href="/en/help/ecm/approval-sheets.html" target="_blank" class="weblink">Lists of informed users and approval sheets</a> article.</p>
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<p>Business process designer / Process monitor</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Process monitor</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Process Monitor</span> is an analytical tool for system administrators that helps to track processes in real time.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Using the process monitor, you can:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">View the process statistics: how many instances are running, have been completed or interrupted, what task is currently being performed, and who is the executor. </li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">View the list of current operations and their executors, a map, and the start and end dates of the activity for a specific instance.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Bulk update the version for already running instances after publishing a new version of the process. </li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Interrupt the execution of one or more instances if errors are detected in their process.</li></ul>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only users included in the <a href="360006871932.html" class="topiclink">Administrators</a> group have access to the process monitor.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span>&nbsp;</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To go to the monitor page, go to <span style="font-weight: bold;">Administration &gt;</span> <span style="font-weight: bold;">Process Monitor</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="process_monitor_main" width="663" height="501" style="margin:0;width:663px;height:501px;border:none" src="process_monitor_main.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">The monitor allows you to track the following business processes:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">System, i.e., default processes of the platform and <span style="color: #0000ff;"><a href="solution.html#system-solutions" class="topiclink">system solutions</a></span> used.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Imported as part of workspaces, modules, and solutions, including business solutions from the BRIX Store. The exception is the processes of modules included in a paid solution, as they are not available on the monitor page.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Created by users at the level of the company, workspaces, apps, and <span style="color: #0000ff;"><a href="extention-processes.html" class="topiclink">custom modules</a></span>.</li></ul>
<h2 class="p_Heading2"><span class="f_Heading2">Process search</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;">In the SaaS edition, a search bar is available on the monitor page. Enter a process name or use a filter to search for a process by main and system fields or by <a href="eql365-search.html" class="topiclink">EQL search</a>.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><a id="feature-flag" class="hmanchor"></a>To use the search bar in the On-Premises edition, enable the <code><b>enableSearchInProcessMonitor</b></code><span style="font-weight: bold;"> </span>feature flag. For more information, see the <span style="color: #0000ff;"><a href="change-settings-enterprise.html#enable-feature-flag-enterpeise" class="topiclink">Modify BRIX Enterprise parameters</a></span> and <span style="color: #0000ff;"><a href="change-elma365standard-parameters.html#enable-feature-flag-standard" class="topiclink">Modify BRIX Standard parameters</a></span> articles.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Customize folders with business processes</span></h2>
<p class="p_Normal">You can customize the layout of the process tree. To do this, use the options in the upper right corner of the page:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Expand All</span>. Open all folders, including nested folders.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Click <img alt="Gear-icon" width="20" height="24" style="margin:0;width:20px;height:24px;border:none" src="gear-icon.png"/><span class="f_ImageCaption"> </span>to proceed to the following actions:<ul style="list-style-type:circle">
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Show workspaces in a separate folder</span>. Combine processes across all workspaces in the <span style="font-weight: bold;">Workspaces</span> folder.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Expand the tree when searching</span>. This option is enabled by default. The results of the process search will be displayed in the expanded folders. In the On-Premises edition, the option is available if the search bar display flag is enabled.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Sort in alphabetical order</span>. This option applies to the list of nested folders and the list of processes in them.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Hide empty folders</span>. Hide folders, workspaces, apps, and modules that do not contain processes.</li></ul></li></ul>
<h2 class="p_Heading2"><span class="f_Heading2">Process statistics page</span></h2>
<p style="line-height: 1.20; margin: 14px 0 0 0;">To see detailed information about instances, executors, tasks, etc., open the process page by clicking on its name in the list. The data on the page is grouped into three sections: </p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="color: #0000ff;"><a href="360010403439.html#process_info" class="topiclink">Process Information</a></span><span style="color: #394149;">.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="color: #0000ff;"><a href="360010403439.html#process_statuses" class="topiclink">By status and performer</a></span><span style="color: #394149;">.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="color: #0000ff;"><a href="360010403439.html#active_processes" class="topiclink">List of active instances and tasks</a></span><span style="color: #394149;">.</span></li></ul>
<h3 class="p_Heading3"><a id="process_info" class="hmanchor"></a><span class="f_Heading3">Process information</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Here you will find the version history, the map, the date when the process was created and the date when the latest version was published. By clicking on the number, you can see the comments for each version. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="pm2" width="434" height="148" style="margin:0;width:434px;height:148px;border:none" src="pm2.png"/></p>
<h3 class="p_Heading3"><a id="process_statuses" class="hmanchor"></a><span class="f_Heading3">By statuses and performers</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">This section provides information about the status of all instances that have ever been run. The left column shows how many instances are currently running, and how many have been completed or interrupted.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">By clicking on the counter to the right of the status, you can filter the information in the table below so that only current, completed, or interrupted instances are displayed. To reset filtering, click on <span style="font-weight: bold;">All Processes</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the <span style="font-weight: bold;">Executors</span> column, you will see a list of process participants with tasks. Click on the task counter to see all the tasks assigned to this employee in all instances of the process.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="process_monitor_01" width="672" height="270" style="margin:0;width:672px;height:270px;border:none" src="process_monitor_01.png"/></p>
<h3 class="p_Heading3"><a id="active_processes" class="hmanchor"></a><span class="f_Heading3">Table with a list of instances and active tasks</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Overdue tasks or incorrectly performed operations (scripts and webhooks) are highlighted in red. This allows you to quickly identify bottlenecks and take measures to eliminate the error and make the process continue.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Instances in the table can be sorted by name, start date, and completion date. To do this, click on the name of the column. To reverse the sort order, click on the arrows next to the name.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Using the search bar, you can find a process instance by its name. You can also apply a filter on main and system fields or use <span style="color: #0000ff;"><a href="eql365-search.html" class="topiclink">EQL search</a></span>. Please note that you need to enable the <span style="color: #0000ff;"><a href="360010403439.html#feature-flag" class="topiclink">feature flag</a></span> to display the search bar in the On-Premises edition.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="process_monitor_02" width="888" height="289" style="margin:0;width:888px;height:289px;border:none" src="process_monitor_02.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">When you click on the name of an instance, its page opens. It contains all the necessary information: a list of tasks, deadlines, executors, context variables, the process map, as well as links to running child and parent processes. You can read more about the process page in <a href="360012498891.html#history_tab" class="topiclink">Process instance page</a>.</p>
<h3 class="p_Heading3"><a id="bulk_update" class="hmanchor"></a><span class="f_Heading3">Update the process version in the instances</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After publishing a new process version, you can update already running instances so that they continue with the latest changes. To do this:</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the list of process instances, check the instances for which you want to update the version. You can select all instances on the page or all instances that have ever run by checking the box next to the <span style="font-weight: bold;">Name</span> column and selecting the desired option.</li><li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">To the right above the table, click the <span style="font-weight: bold;">Update Version</span> button.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 34px;"><img alt="monitor_bulk_update" width="734" height="331" style="margin:0;width:734px;height:331px;border:none" src="monitor_bulk_update.png"/></p>
<ol style="list-style-type:decimal">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">If you selected all existing instances, confirm the action by clicking <span style="font-weight: bold;">Update All</span> in the opened window. If you have selected particular instances, you can update or uncheck these instances using the <span style="font-weight: bold;">Update</span> and <span style="font-weight: bold;">Skip</span> buttons. To update the version for all instances in the list, in the lower-left corner of the window, click <span style="font-weight: bold;">Update All</span>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After the update, the latest changes will be made to the instance map and the process will continue according to the current flowchart.</p>
<h3 class="p_Heading3"><span class="f_Heading3">Interrupt the instance running</span></h3>
<p style="line-height: 1.38; margin: 0 0 13px 0;">If a process is incorrectly configured, you can interrupt its running instances. To do this:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.38; margin-top: 0; margin-right: 0; margin-bottom: 13px;">Go to the instance page and click <span style="font-weight: bold;">Interrupt Process</span>.</li><li style="line-height: 1.38; margin-top: 0; margin-right: 0; margin-bottom: 13px;">In the table with the list of instances, select the required items and click the <span style="font-weight: bold;">Interrupt </span>button.</li></ul>
<p style="line-height: 1.38; margin: 0 0 13px 0;">All participants of the interrupted process instance will be notified about it in <span style="color: #0563c1;"><a href="360014162972.html" class="topiclink">#Activity stream</a></span>.</p>
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<p>Getting started / Track process progress</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Track process progress</span></h1>
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<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">After creating your first process, you can configure additional settings. They let you track the current status of a business process and its progress.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">For example, for the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Contract approval</span><span style="font-family: Inter; color: #394149;"> business process, you can check how many contracts have been approved, signed and registered</span><span style="color: #394149;">.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Step 1. Create statuses</span></h2>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="font-family: Inter; color: #394149;">Begin with setting up statuses, for example, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">New</span><span style="font-family: Inter; color: #394149;">, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Approved</span><span style="font-family: Inter; color: #394149;">, </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Signed</span><span style="font-family: Inter; color: #394149;">, and </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Registered</span><span style="font-family: Inter; color: #394149;">.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">To do this, go to the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Statuses</span><span style="font-family: Inter; color: #394149;"> tab in the process designer</span><span style="color: #394149;">. The switch is located in the top menu.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="process_progress_01" width="756" height="65" style="margin:0;width:756px;height:65px;border:none" src="process_progress_01.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Check the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Add Status field</span><span style="font-family: Inter; color: #394149;"> box, then enter the status names. Do not forget to indicate the final status.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="process_progress_02" width="737" height="516" style="margin:0;width:737px;height:516px;border:none" src="process_progress_02.png"/></p>
<h2 class="p_Heading2"><span class="f_Heading2">Step 2. Add statuses to the process</span></h2>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="color: #394149;">Return to the process diagram. Select the </span><span style="font-weight: bold; color: #394149;">System elements</span><span style="color: #394149;"> tab on the right toolbar and drag the </span><span style="font-weight: bold; color: #394149;">Manage Status</span><span style="color: #394149;"> element onto the process diagram.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><img alt="process_progress_03" width="242" height="248" style="margin:0;width:242px;height:248px;border:none" src="process_progress_03.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">Place the element on the </span><span style="color: #394149;">diagram </span><span style="font-family: Inter; color: #394149;">where the contract should change its status</span><span style="font-family: Inter; font-weight: bold; color: #394149;">. </span><span style="font-family: Inter; color: #394149;">Suppose a new step was added to the process we created earlier: </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Sign the contract</span><span style="font-family: Inter; color: #394149;">. The document goes to the registration only after this step is completed. Place the statuses in the following places of the process:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">New</span><span style="font-family: Inter; color: #394149;"> status after the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Start event</span><span style="font-family: Inter; color: #394149;">.</span></li><li style="line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Approved</span><span style="font-family: Inter; color: #394149;"> status after </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Approval</span><span style="font-family: Inter; color: #394149;">.</span></li><li style="line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Signed</span><span style="font-family: Inter; color: #394149;"> status after </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Sign the contract</span><span style="font-family: Inter; color: #394149;">.</span></li><li style="line-height: 1.20; background: #ffffff; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Registered</span><span style="font-family: Inter; color: #394149;"> status after </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Register the contract</span><span style="font-family: Inter; color: #394149;">. This is the final status</span><span style="font-weight: bold; color: #394149;">. </span></li></ul>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="HtTPP4" width="727" height="510" style="margin:0;width:727px;height:510px;border:none" src="httpp4.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Double-click on a status change element on the canvas to configure the settings. Choose the appropriate status for each stage.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="process_progress_04" width="738" height="415" style="margin:0;width:738px;height:415px;border:none" src="process_progress_04.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">Save and publish the process. </span><span style="color: #394149;">Now the status of the contract changes automatically. Depending on what stage the process is at, the contract will take on one status or another.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Step 3. Set up Kanban view</span></h2>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="font-family: Inter; color: #394149;">The Kanban board in BRIX is a business process monitoring tool. </span><span style="color: #394149;">As the business process is being executed, the contract automatically moves across the board, and you can easily see exactly what stage of processing it is currently in.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="color: #394149;">Go to the </span><span style="font-weight: bold; color: #394149;">Contracts</span><span style="color: #394149;"> app page. After you have added statuses to the process, all the contracts are shown on the Kanban board.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="font-size: 13px; color: #000000; background-color: #ffffff;">&nbsp;</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="HtTPP6" width="1330" height="460" style="margin:0;width:1330px;height:460px;border:none" src="httpp6.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">Each column of the Kanban board corresponds to a specific contract status. The columns representing final statuses have a different background color.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: Inter; color: #394149;">Items on the board can be expanded to view current tasks. To do this, click the gear icon in the top right corner and select </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Board settings</span><span style="font-family: Inter; color: #394149;"> in the menu. In the provided window, check the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Show tasks</span><span style="font-family: Inter; color: #394149;"> and </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Expand item</span><span style="font-family: Inter; color: #394149;"> boxes. Also, here you can select other contract properties to be displayed, for example, the contractor and the user in charge.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">The image below demonstrates what a configured Kanban board may look like:</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><img alt="HtTPP7" width="1335" height="534" style="margin:0;width:1335px;height:534px;border:none" src="httpp7.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 0 0 11px 0;"><span style="font-family: Inter; color: #394149;">If a task in a business process has a deadline that has not been met, a red dot appears on the board item, and the task name is highlighted red. You can immediately see how many tasks are overdue.</span></p>
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<p>Getting started / Control schedule compliance</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Control schedule compliance</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For some tasks, it is crucial to meet deadlines and stay on schedule. This is especially true when you think about customer communications. Quickly handled applications and timely delivered goods provide your competitive advantage.</p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Earlier, we have created the <a href="how_to_bind_app_to_proccess.html" class="topiclink">Approval</a> business process. Now, lets set a deadline for the tasks in this business process.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Set deadlines</span></h2>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Click the gear icon next to the name of the </span><span style="font-weight: bold; color: #394149;">Contracts</span><span style="color: #394149;"> app. Select the </span><span style="font-weight: bold; color: #394149;">Business processes</span><span style="color: #394149;"> item in the menu and open the </span><span style="color: #0000ff;"><a href="how_to_bind_app_to_proccess.html" class="topiclink">Approval business process</a></span><span style="color: #394149;">.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Double-click on the </span><span style="font-weight: bold; color: #394149;">Approval</span><span style="color: #394149;"> task in the process diagram.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="HtCSC1 365" width="781" height="306" style="margin:0;width:781px;height:306px;border:none" src="hmfile_hash_2b92854c.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Go to the </span><span style="font-weight: bold; color: #394149;">Deadline</span><span style="color: #394149;"> tab in the window that opens.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="HtCSC2 365" width="644" height="413" style="margin:0;width:644px;height:413px;border:none" src="hmfile_hash_91e7fae8.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Select the</span><span style="font-weight: bold; color: #394149;"> Exact time </span><span style="color: #394149;">option and specify the amount of time for the executor to spend on the task.</span></p>
<p class="p_Normal" style="line-height: 1.20;"><span style="font-size: 15px; color: #394149; background-color: #ffffff;">It may happen so that the task is not be completed by the specified time, despite the deadlines.</span><span style="color: #394149;"> </span><span style="font-size: 15px; color: #394149; background-color: #ffffff;">In this case, control tools are needed to timely respond to the situation and take necessary measures.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Configure the </span><span style="font-weight: bold; color: #394149;">Notification</span><span style="color: #394149;"> field: specify the users who will receive a notification if the deadline is not met. You can select the current user, the process initiator or an org chart item as the recipient.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="HtCSC3 365" width="610" height="232" style="margin:0;width:610px;height:232px;border:none" src="hmfile_hash_d0889442.png"/></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Similarly, set the deadlines for any other tasks. Then, save and publish the process.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Monitor deadlines</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Once the process is started and the task is assigned, a user will see its due date. </p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="HtCSC4 365" width="878" height="451" style="margin:0;width:878px;height:451px;border:none" src="hmfile_hash_7bc4fab4.png"/><span class="f_ImageCaption"> </span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">When a deadline is not met, a red dot appears next to its name.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">On the contracts page, on the Kanban board, the overdue tasks are highlighted in red, and a red dot appears on the contract page.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="HtCSC5 365" width="1307" height="549" style="margin:0;width:1307px;height:549px;border:none" src="hmfile_hash_53acee51.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">This way you can easily identify a bottleneck in a business process and quickly take steps to eliminate it.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Schedule compliance </span></h2>
<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="color: #394149;">If a task has a deadline, you can also track schedule compliance. This is one of the important indicators reflecting an employees performance. It demonstrates how many tasks the employee completed in time within a month.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Select the </span><span style="font-weight: bold; color: #394149;">Company</span><span style="color: #394149;"> tab in the left menu of the main page. On the page that opens, you can see your own schedule compliance. &nbsp;</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Managers can also see the statistics of their subordinates.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="HtCSC7" width="865" height="430" style="margin:0;width:865px;height:430px;border:none" src="htcsc7.png"/></p>
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<p>Business process designer &gt; Graphical elements / Email Notification</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Email Notification</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="email-notification-1" width="97" height="78" style="margin:0;width:97px;height:78px;border:none" src="email-notification-1.png"/></p>
<p style="line-height: 1.20; margin: 0 0 11px 0;">The <span style="font-weight: bold;">Email Notification</span> graphical element allows you to inform others about the progress of a business process. </p>
<p style="line-height: 1.20; margin: 0 0 11px 0;">Emails are sent from the corporate email address. </p>
<p style="line-height: 1.20; margin: 0 0 11px 0;">Several recipients can be selected.</p>
<p class="p_Normal">&nbsp;</p>
<p class="p_CodeExample" style="white-space: normal; page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
<p style="line-height: 1.20; page-break-inside: avoid; margin: 14px 0 0 0;">You can use this element only if the administrator has enabled the companys corporate email in the <a href="email-settings.html" class="topiclink">Email settings</a>.</p>
<p class="p_CodeExample" style="white-space: normal; page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">For instance, you can set up automatic order shipment notifications or send your customer a contract right after it is approved by your legal department. Also, you can use it to let your staff know when they are assigned an important task.</p>
<p style="line-height: 1.20; margin: 19px 0 0 0;">If the company uses the <span style="color: #0563c1;"><a href="email-workspace.html" class="topiclink">Email workspace</a></span>, it is possible to send emails from the users address during the process. In this case, the email is sent using the <span style="color: #0563c1;"><a href="send-personal-email.html" class="topiclink">Send Personal Email</a></span> activity. Such messages will be saved in the users email and can be viewed in the built-in BRIX email inbox.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Set up a notification</span></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;">Let<span style="color: #202122;"></span>s consider the <span style="font-weight: bold;">Order fulfillment</span> process as an example. Once the order is packed and ready to be shipped, a notification is sent to the customer<span style="color: #202122;">s email</span>.</p>
<p style="line-height: 1.20; margin: 19px 0 0 0;">Open the business process designer and model the order route. To use the <span style="font-weight: bold;">Email Notification</span> element, in the toolbar to the right of the modeling canvas, click the <span style="font-weight: bold;">Integrations</span> tab. Drag and drop it onto the diagram and place it where you want the notification to be sent when the process is executed.</p>
<p style="line-height: 1.20; margin: 19px 0 0 0;">In our example, the element is placed after the <span style="font-weight: bold;">Pick and pack order </span>task assigned to a stock employee.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="emna2" width="834" height="422" style="margin:0;width:834px;height:422px;border:none" src="emna2.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Double-click on the element and configure the <span style="font-weight: bold;">General</span> tab and <span style="font-weight: bold;">Error Handling</span> tab.</p>
<h3 class="p_Heading3"><span class="f_Heading3">General tab</span></h3>
<p>Fill out the main parameters:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="email_notification_01" width="607" height="634" style="margin:0;width:607px;height:634px;border:none" src="email_notification_01.png"/></p>
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<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>. Enter text that will be displayed on the process diagram.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">To</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Specify the address to which the notification should be sent. You can add several addresses, as well as use a <a href="process_context.html" class="topiclink">context variable</a>, for example, contractor's email. In this case, the system will send the notification to the address specified on the page of the contractor who placed the order. To add a variable, click <span style="font-weight: bold; color: #394149;">{+}</span> in the right corner of the field. You can list multiple addresses, separating them with a comma.</li><li style="line-height: 1.20;"><a id="settings" class="hmanchor"></a><span style="font-weight: bold;">Sender</span> <span style="font-weight: bold;">name</span>.<span style="font-weight: bold;"> </span>Fill in this field if you want notifications to come not from the address specified in the system settings, but, for example, from BRIX or your company name.</li><li style="line-height: 1.20;"><a id="sender-address" class="hmanchor"></a><span style="font-weight: bold;">Reply address</span>. Specify the senders address to which you want to receive replies. If you leave this field blank, the email address from the <a href="email-settings.html" class="topiclink">system settings</a> is used.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Subject</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Enter a short and informative subject, for instance, <span style="font-weight: bold;">Order is packed and awaiting shipment</span>. Using a context variable, you can, for example, add the order<span style="color: #202122;"></span>s number. To add a variable, click <span style="font-weight: bold;">{+}</span> in the right corner of the field. If you wish, you can add <a href="360007679591.html#conditions-and-functions" class="topiclink">conditions and functions</a> as for the name of the template item. This will allow you to generate a more informative email subject.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Message</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Enter all the necessary details. Using process variables, you can add a list of purchased products, the total cost, the expected delivery date, and so on. To do this, click <span style="font-weight: bold;">{+}</span> in the right corner of the field. You can also <span style="color: #0563c1;"><a href="360007679591.html#conditions-and-functions" class="topiclink">add conditions and functions</a></span>. If you want to apply formatting, use HTML tags.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">File</span>.<span style="font-weight: bold;"> </span>Add a document used in the process, for example, a route sheet or a delivery note. To do this, select a context variable of the <span style="color: #0563c1;"><a href="360009707032.html#file_type" class="topiclink">File</a></span> type from the drop-down list.</li></ul>
<h3 class="p_Heading3"><span class="f_Heading3">Error Handling tab</span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">An error may occur when sending the notification, for example, if BRIX fails to determine the recipient's address. Decide how the system should behave in this case. Go to the <span style="font-weight: bold;">Error Handling</span> tab.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To do this, fill out the fields on the <span style="font-weight: bold;">Error</span> <span style="font-weight: bold;">handling</span> tab:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="emna4" width="644" height="485" style="margin:0;width:644px;height:485px;border:none" src="emna4.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Retry</span>.<span style="font-weight: bold;"> </span>Enable this option if you want the system to try sending the notification again.<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Number of retries</span>. Specify how many attempts should the system make.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Retry delay (sec)</span>. Determine the attempt frequency.</li></ul>
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Notification</span>.<span style="font-weight: bold;"> </span>Select this option to inform particular users about the error. You can select between:<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Current executor. The person who completed the task preceding the <span style="font-weight: bold;">Email Notification</span> element on the process diagram.</li><li style="line-height: 1.20;">Context variable, for example, the <span style="font-weight: bold;">Initiator</span>.</li><li style="line-height: 1.20;">Group.</li><li style="line-height: 1.20;">Org chart item.</li></ul>
<li style="line-height: 1.20;"><span style="font-weight: bold;">Interrupt</span>.<span style="font-weight: bold;"> </span>In case of an error, the process will go through the selected connector.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After you have specified all the settings, click <span style="font-weight: bold;">Save</span> and publish the process.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Once the order is packed and ready for shipment, a notification will be sent to the customer's email. It might look like this in the email service:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="07.PNG" title="07.PNG" width="619" height="261" style="margin:0;width:619px;height:261px;border:none" src="360008822319-07.png"/></p>
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<p>Basic features &gt; User profile / Schedule compliance</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Schedule compliance</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For managers, BRIX offers a schedule compliance monitoring tool. It demonstrates how many tasks the employees have completed on time and how many tasks are overdue. You can use these data to analyze the company performance and calculate performance-based bonuses.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">How is schedule compliance calculated</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Schedule compliance is displayed in percentages and represents the ratio between tasks completed on time and the total number of tasks. It includes all tasks that have been closed by the current moment starting from the first day of the month. For instance, if in January you were assigned a total of 10 tasks, but only 7 of them were done on time, while 2 were completed past due date and one is overdue and not completed, your schedule compliance rate will be 80%.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For calculation, BRIX uses the following formula:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-style: italic; font-weight: bold;">((total number of tasks number of overdue tasks) / total number of tasks) * 100%</span><span style="font-weight: bold;">.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-style: italic; font-weight: bold;">(Number of tasks completed on time х Coefficient 1) + (Number of overdue and completed tasks х Coefficient 0,5) + (Number of pending overdue tasks х Coefficient 0) / Total number of tasks) х 100%.</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If the schedule compliance rate goes below a certain level, its color changes to red, so you can immediately notice the problem and take measures.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">View schedule compliance </span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Go to the main page menu and click <span style="font-weight: bold;">Company &gt; Schedule Compliance</span>. Here you will see your personal schedule compliance and the rates of your employees. Also, here you can <a href="360011473699.html#report" class="topiclink">download a schedule compliance report</a> by clicking <span style="font-weight: bold;">Export to XLS</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="SC 1" width="678" height="542" style="margin:0;width:678px;height:542px;border:none" src="hmfile_hash_672bec40.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">&nbsp;</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To view the detailed statistics of a particular employee, click on his or her name. Their profile will open, showing data over the last five months including the number of completed and overdue tasks in the categories: <span style="font-weight: bold;">Completed on time</span>, <span style="font-weight: bold;">Overdue and completed</span>, <span style="font-weight: bold;">Pending - not overdue</span>, <span style="font-weight: bold;">Pending - overdue</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Another way to view a user's profile is to click on the user's name, say, in a chat or on a task page. Anyone can view their own schedule compliance rate by clicking on their name in the top right corner of BRIX.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Set up schedule compliance</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">If the schedule compliance rate goes below a certain number, it's color changes to red. The default threshold value is 70% but you can easily change it in <span style="font-weight: bold;">Administration &gt; Schedule Compliance. </span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only users included in the <a href="360006871932.html" class="topiclink">Administrators</a><span style="font-weight: bold;"> </span>group can change the schedule compliance settings.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание&nbsp;</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="SC 3" width="679" height="296" style="margin:0;width:679px;height:296px;border:none" src="hmfile_hash_f1e09d76.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In <span style="font-weight: bold;">Administration &gt; Schedule Compliance </span>you can also specify users who will be able to view the schedule compliance rates of all company employees. By default, managers can only see statistics of people from their own departments. However, it might be convenient for the Chief Commercial Officer or the Head of HR to have access to all the company's data.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sc 4" width="679" height="370" style="margin:0;width:679px;height:370px;border:none" src="hmfile_hash_c4ddbc34.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="report" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Export a schedule compliance report</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Employees with appropriate permissions can download the schedule compliance report for any company department. To grant such permissions go to <span style="font-weight: bold;">Administration</span> <span style="font-weight: bold;">&gt;</span> <span style="font-weight: bold;">Schedule Compliance</span> section.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To download the report, go to <span style="font-weight: bold;">Company &gt; Schedule Compliance, </span>select the department you need, specify the time period (month, quarter or year), and click <span style="font-weight: bold;">Export to XLS</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The report shows how many tasks each employee completed on time, how many remain open, and how many are overdue.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sc 5" width="702" height="154" style="margin:0;width:702px;height:154px;border:none" src="hmfile_hash_f2d6823e.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">This report can be useful, for example, for a payroll accountant for calculating monthly bonuses. Heads of departments have access to statistics of their employees and can download the schedule compliance report for the selected month, quarter or year.</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Company</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Company</span> workspace contains basic information about your organization: hierarchy, employees, absence schedule, substitutions, schedule compliance. The information is arranged in eight tabs. Each of them is described below.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="company 1" width="854" height="581" style="margin:0;width:854px;height:581px;border:none" src="hmfile_hash_ba7ccc78.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Employees</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">On this tab you can find information about your coworkers: their job positions, contact details. By clicking on a users avatar, you can quickly assign a task to the person or start chatting with them. If some of your colleagues are currently absent and <a href="360010244599.html" class="topiclink">substitutions have been created for them in the system</a>, then next to their names you will see warnings showing the duration of the leave period.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">My Department</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">This tab is only available to those users who were assigned to managerial positions in the companys <a href="360003861992.html" class="topiclink">organizational chart</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Here managers will find information about the workload of their team: current and overdue tasks, scheduled meetings and calls. If a team member is planning to go on vacation, the manager can timely reassign tasks and make sure that all work is done on time and with maximum efficiency. Also, this tab shows absent employees and their <a href="360010244599.html" class="topiclink">substitutes</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To learn more about the <span style="font-weight: bold;">My Department </span>page, see <a href="360009293799.html" class="topiclink">My department</a>.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">New Employees</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Here you will see all the employees who have been employed for less than a year. To quickly find a person in the list, enter a name or position in the search bar at the top of the page.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Birthdays</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">This tab displays all employees whose profiles show the date of birth.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Company Structure</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">The structure of the company shows the hierarchy of divisions and jobs in the organization.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="company 2" width="835" height="599" style="margin:0;width:835px;height:599px;border:none" src="hmfile_hash_40f33e3b.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Absence Schedule </span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">The absence schedule shows who is absent for the current day. By clicking on the employees avatar, you will see for how long they will be out of the office and who will substitute them.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">My Substitutions </span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">On this tab, you can see who you are substituting at the moment. Read more about substitutions in <a href="360010244599.html" class="topiclink">Substitute users</a>.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Schedule Compliance</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Schedule compliance represents the ratio between tasks completed on time and the total number of tasks. It is displayed in percentage and includes all tasks that have been closed by the current moment starting from the first day of the month.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">On this tab, you will see your personal schedule compliance and the rates of your employees. Also, here you can <a href="360011473699.html#report" class="topiclink">download a schedule compliance report</a> by clicking <span style="font-weight: bold;">Export to XLS</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To learn more, see <a href="360011473699.html" class="topiclink">Schedule compliance</a>.</p>
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<p>Business process designer &gt; Graphical elements / End Approval</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">End Approval</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="end_approval" width="93" height="75" style="float:left;margin:0;width:93px;height:75px;border:none" src="end_approval.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The<span style="font-weight: bold;"> End Approval</span> activity is used as an auxiliary element for the <span style="font-weight: bold;">Approval</span> block. It is placed on the process step where the final resolution on the document should be made. Then users will see the <span style="font-weight: bold;">Approved</span> or <span style="font-weight: bold;">Rejected</span> status on its page. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Without the auxiliary block, the final result is generated when the process ends. Before that, the page of the app item displays the <span style="font-weight: bold;">Pending approval</span> status. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To learn more about modeling the process with the formation of the final resolution after the document review stage, see the <a href="approval-use-case.html" class="topiclink">Approval use case</a> article.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Set up the End Approval activity</span></h2>
<p class="p_Normal">Place the <span style="font-weight: bold;">End Approval</span> activity on the process diagram after the <a href="360010366380.html" class="topiclink">Approval</a> activity.</p>
<p class="p_Normal">Before configuring an activity, make sure that a variable referring to the approval object: <a href="360009923631.html" class="topiclink">document</a>, <a href="360014164452.html" class="topiclink">file</a>, or <a href="360016427291.html" class="topiclink">app item</a> has been added to the process context.</p>
<p class="p_Normal">Double-click on the item in the process diagram to open the settings window. All configuration is done on the <span style="font-weight: bold;">General</span> tab:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="end_approval_activity" width="850" height="472" style="margin:0;width:850px;height:472px;border:none" src="end_approval_activity.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;">. </span>Enter a name that will be displayed in the process diagram.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">How approval sheet is closed</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;">. </span>Select how the approval sheet is selected for closing by enabling or disabling the <span style="font-weight: bold;">End approval with the approval activity</span> option:</li></ul>
<ol style="list-style-type:decimal">
<li value="1" style="line-height: 1.20;">When enabled, the sheet created within the selected <span style="font-weight: bold;">Approval</span> activity is closed. This allows you to complete a separate stage of approval: to make a decision on only one sheet. For example, it is convenient if two approval tasks are performed simultaneously in the process. When the approval of one activity is completed, you can independently make a decision for it, while the approval sheet for the second activity will remain open. When the approval is completed, the results for each activity can be written into variables to be used in a script or gateway to determine the future course of the process</li><li value="2" style="line-height: 1.20;">When disabled, the sheet to be closed is selected by file or document from the process context. This allows you to close all approval sheets open for a certain object. To do this, specify a context variable referring to the file or app in the <span style="font-weight: bold;">Approval object</span><span style="font-weight: bold; color: #ff0000;">*</span> field.</li></ol>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Decision</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;">. </span>Use the radio button to select a value. It will be displayed as a decision on the document after the approval is ended.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Write the output to a variable. </span>Specify a <span style="font-weight: bold;">String</span> type variable that will be used to store the output of the current operation: <code><b>approved</b></code> or <code><b>rejected</b></code>. The result depends on the<span style="font-weight: bold;"> </span>decision made by the approver. You can use this variable to display the approval result on the app form as well as in <a href="360012495911.html" class="topiclink">gateways</a> or <a href="360027203731.html" class="topiclink">scripts</a> when configuring a complex approval logic.</li></ul>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Use the End Approval activity in a process</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">The diagram below shows an example of using the <span style="font-weight: bold;">End Approval</span> activity in a business process.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">The lawyer, the finance specialist, and the CEO review the contract one after another. The contract remains in the <span style="font-weight: bold;">Pending approval</span> status all the time until it is finally approved.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">When the CEO approves the contract, the process flow goes to the <span style="font-weight: bold;">End approval</span> activity and the <span style="font-weight: bold;">Approved</span> decision appears on the contracts page. This is necessary because the final step of this process is signing the contract, and it is important to know beforehand if the document was approved or rejected.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="end-approval-3" width="758" height="490" style="margin:0;width:758px;height:490px;border:none" src="end-approval-3.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">We also need to place the <span style="font-weight: bold;">End Approval </span>activity before the <span style="font-weight: bold;">Edit the contract</span> task. In this case, if an approver rejects the contract and sends it back to the initiator to make corrections, the <span style="font-weight: bold;">Rejected</span> decision will appear to the contract's page. When the initiator corrects the contract and sends it for approval once again, the approval sheet with the <span style="font-weight: bold;">Rejected</span> decision will be archived. A new approval sheet will be created, and the contract will be marked as <span style="font-weight: bold;">Pending approval</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Below you can see how the <a href="approval_sheet.html" class="topiclink">approval sheet</a> looks when the document is sent back to the initiator for correction.</p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="04.PNG" title="04.PNG" width="283" height="120" style="margin:0;width:283px;height:120px;border:none" src="360009385339-04.png"/></p>
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<p>Business process designer &gt; Graphical elements / Swimlanes</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Swimlanes</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A <span style="font-weight: bold;">swimlane</span> represents a participant in a business process. This may be an employee, a department, a customer, a supplier, or a role, for example, the initiator or approver. The tasks and events for which the process participant is responsible are located within the swimlane.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Thus, by adding all the swimlanes to the process and placing the corresponding tasks in them, you will graphically represent the interaction between the process participants and describe the sequence of actions that must be taken by each of them. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="360019367491-mceclip3" width="684" height="405" style="margin:0;width:684px;height:405px;border:none" src="360019367491-mceclip3.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Types of swimlanes</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To identify the participants in a business process, you can use one of the following types of swimlanes:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Dynamic.</span> This type is used if the job position of the participant is determined during the execution of the process. In the diagram, it is indicated in green.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Static. </span>Choose this type if the job position of the responsible user is known before the process begins. In the diagram, it is indicated in gray.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="swimlanes 5" width="535" height="323" style="margin:0;width:535px;height:323px;border:none" src="hmfile_hash_cf93209c.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="add" class="hmanchor"></a>On the process diagram, swimlanes can be positioned both vertically and horizontally.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Add a swimlane</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">A swimlane representing the process <span style="font-weight: bold;">Initiator</span> is created automatically. Other swimlanes can be added in two ways:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Click on the plus sign in the modeling field process.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="swimlanes 6" width="386" height="400" style="margin:0;width:386px;height:400px;border:none" src="hmfile_hash_4256f00e.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Drag an item from the right panel to the modeling sheet.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="swimlanes 7" width="892" height="577" style="margin:0;width:892px;height:577px;border:none" src="hmfile_hash_a4ec6112.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Swimlane settings</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To make it easier for you to understand swimlane settings, lets take the purchase request process as an example.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Below you can see all the process steps and process participants:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Any employee can create a request and send it to their manager for approval.</li><li style="line-height: 1.20;">The manager rejects or approves the request.</li><li style="line-height: 1.20;">In case of a positive decision, the warehouse staff checks the availability of goods. If the requested product is in stock, it will be given to the initiator.</li><li style="line-height: 1.20;">If the product is not in stock, the warehouse employee will be assigned with the task to purchase the requested product.</li><li style="line-height: 1.20;">After the product is purchased, it will be given to the person who started the request process.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Let's describe the participants using dynamic and static swimlanes.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="dynamic" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Dynamic swimlane </span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">If any employee can start the process, then at the stage of process modeling their name or job position will be unknown. The system will determine the specific performer while the process is executed. In the diagram, the performer will be represented by a dynamic swimlane.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="swimlanes 8" width="281" height="336" style="margin:0;width:281px;height:336px;border:none" src="hmfile_hash_1e3104e4.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The Initiator swimlane is added automatically when you create a new process. To open the settings window, double-click on its name.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="swimlanes" width="443" height="238" style="margin:0;width:443px;height:238px;border:none" src="swimlanes.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Initiator </span>variable is also created automatically. Its value is determined immediately after the process starts. This variable stores the information of the user who launched the process. You can use this variable when modeling <a href="360012495611.html" class="topiclink">task forms</a>, <a href="360012495791.html" class="topiclink">notifications</a>, etc.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Let's <a href="360012263032.html#add" class="topiclink">add another swimlane</a> that will represent the manager of the initiator. In the opened window, select the <span style="font-weight: bold;">Dynamic</span> swimlane and save the settings. A swimlane named <span style="font-weight: bold;">Executor</span> will be added. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="swimlanes 2" width="936" height="580" style="margin:0;width:936px;height:580px;border:none" src="hmfile_hash_ecfc1eee.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To increase the readability of the process diagram, rename the swimlane to <span style="font-weight: bold;">Manager</span>. To do this, go to the <span style="font-weight: bold;">Settings</span> window by double-clicking on the name of the swimlane.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="swimlanes 3" width="574" height="240" style="margin:0;width:574px;height:240px;border:none" src="hmfile_hash_2fac785e.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Now you need to specify a variable that stores the performer of the task. It is determined every time someone starts a process. For example, the initiator will select their manager from the list of all company employees when filling out the request.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Click the <span style="font-weight: bold;">Create New Variable</span> button and in the opened window specify the necessary parameters.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="swimlanes 4" width="706" height="589" style="margin:0;width:706px;height:589px;border:none" src="hmfile_hash_95d6edef.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In this case, all required fields will be filled in automatically. Please note that you cannot change the type because in swimlanes you can only use the <span style="font-weight: bold;">User</span> type variables. However, you can specify additional parameters:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">One or Several</span>. Use the switch to specify how many users can be written to the variable.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Show Locked Users</span>. Check the option if you want to specify locked users as the value of the variable.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Show Invited Users</span>. Check the option if the value of the variable can be set to users who have received an invitation to the company but have not yet been authorized in the system.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Add filter</span>. Check the option to limit the list of users available for selection. For example, you can allow selecting employees only from a certain group. To configure the conditions, click the <span style="font-weight: bold;">Add Conditions</span> link.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Select the options you would like to apply and click <span style="font-weight: bold;">Create</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Once this is done, the settings window of the <span style="font-weight: bold;">Manager</span> swimlane will look like this:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="swimlanes 9" width="629" height="323" style="margin:0;width:629px;height:323px;border:none" src="hmfile_hash_e0968d9c.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Thus, using dynamic swimlanes we represented two process participants. Now let's proceed to the static swimlane settings.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="static" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Static swimlane</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Swimlanes of this type are used in cases when you know the position of the process participant or the group they belong to.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In the third step of the <span style="font-weight: bold;">Purchase request</span> process, the warehouse employee checks whether the equipment is in stock. Since we know who exactly will perform this task, we use a static swimlane to represent this process participant.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">Lets <a href="360012263032.html#add" class="topiclink">add a new swimlane</a> and select <span style="font-weight: bold;">Static</span> swimlane. Go to the settings window to rename the swimlane.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="swimlanes 10" width="714" height="331" style="margin:0;width:714px;height:331px;border:none" src="hmfile_hash_57f8ce34.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Lets consider other options provided in the window:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Variable</span>.<span style="font-weight: bold;"> </span>Here you can specify a <a href="360009707032.html#users" class="topiclink">Users</a> type variable that will store information about the position and the name of the process participant. You can use this variable when modeling task forms, notifications, etc.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">User Group</span>.<span style="font-weight: bold;"> </span>Select a <a href="360007146071.html" class="topiclink">user group</a> or an <a href="360003861992.html" class="topiclink">organizational chart</a> item to define who exactly will perform the tasks placed in the swimlane. For example, you can select the <span style="font-weight: bold;">Warehouse</span> group. Users included in this group will be responsible for the tasks placed in this swimlane.</li></ul>
<p style="line-height: 1.20;">These options can be used in a static swimlane:</p>
<ol style="list-style-type:decimal">
<li value="1" style="line-height: 1.20;">If the user group is specified, the <span style="font-weight: bold;">Variable</span> field can be left blank.</li><li value="2" style="line-height: 1.20;">If you set a variable and it is filled in before the process enters the swimlane, the executor of the task will be the person specified in the variable. The user group is not taken into account.</li><li value="3" style="line-height: 1.20;">If you have specified both a variable and a user group, but the variable is not filled in beforehand, the value from the <span style="font-weight: bold;">User Group</span> field will be automatically written to the variable.</li><li value="4" style="line-height: 1.20;">If the variable is specified and it is empty, the task executor will not be defined and the tasks will be automatically passed to the <a href="360006871932.html#supervisor" class="topiclink">supervisor</a>.</li></ol>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Lets consider an example. In the settings of the swimlane, the <span style="font-weight: bold;">Manager</span> variable is specified and the <span style="font-weight: bold;">Warehouse</span> group is selected in the <span style="font-weight: bold;">User Group</span> field.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="swimlanes 11" width="714" height="369" style="margin:0;width:714px;height:369px;border:none" src="hmfile_hash_d5bd4e20.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">The manager is defined in the <span style="font-weight: bold;">Review request </span>task, located in the business process earlier than in the <span style="font-weight: bold;">Warehouse</span> swimlane. On the task form, the <span style="font-weight: bold;">Manager</span> field appears depending on the type of goods. The goods are issued by the person responsible for it, other goods—by any employee of the warehouse. Then:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">If the <span style="font-weight: bold;">Manager</span> field is not filled in the <span style="font-weight: bold;">Consider the request</span> task, the executor in the swimlane will be the <span style="font-weight: bold;">Warehouse</span> group.</li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">If the <span style="font-weight: bold;">Manager</span> field is filled in, the value specified in it will determine the executor in the swimlane. The <span style="font-weight: bold;">Warehouse</span> value specified in the <span style="font-weight: bold;">User Group</span> field will not be applied.</li></ul>
<h2 class="p_Heading2"><span class="f_Heading2">Group of users</span></h2>
<p class="p_Normal">By default, if you specify a group of users or a department in a swimlane, the <a href="360012495611.html" class="topiclink">First response</a> option will be set for process tasks. A task will be assigned to all users included in the group or department. As soon as someone starts working on a task, it disappears from other users task lists.</p>
<p class="p_Normal">If you place several tasks in the swimlane, then each new task will be automatically assigned to the employee who performed the previous one.</p>
<p class="p_Normal">Additionally, for each task, you can select one of the <a href="360012495611.html#multi" class="topiclink">Multiple Instance</a> options: <span style="font-weight: bold;">First Response</span>, <span style="font-weight: bold;">Parallel</span>, or <span style="font-weight: bold;">Sequential</span>. Read more in the <a href="360012495611.html" class="topiclink">Task</a> article.</p>
<p>In the process diagram, the swimlane representing the user group or department is indicated by the <img alt="360011088231-mceclip0" width="31" height="21" style="margin:0;width:31px;height:21px;border:none" src="360011088231-mceclip0.png"/><span style="font-size: 11px; font-weight: bold;"> </span>icon.</p>
<p style="text-align: justify; line-height: 1.20; margin: 14px 0 0 0;">After setting up all the swimlanes, the purchase request process will look like this:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="360019365711-mceclip1" width="700" height="445" style="margin:0;width:700px;height:445px;border:none" src="360019365711-mceclip1.png"/></p>
<p class="p_Normal"><span style="font-size: 15px; color: #394149;">To learn about access permissions for app items and files used in tasks located in a certain swimlane, see </span><span style="font-size: 15px; color: #394149;"><a href="permissions-in-swimlane.html" class="topiclink">Access permissions</a></span><span style="font-size: 15px; color: #394149;">.</span></p>
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<p>Business process designer &gt; Process designer tabs / Settings tab</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Settings tab</span></h1>
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<p class="p_Normal">Here you can:</p>
<ul style="list-style-type:disc">
<li class="p_Normal">Schedule automatic process start on a timer.</li><li class="p_Normal">Add a name template.</li><li class="p_Normal">Edit the instance summary page.</li><li class="p_Normal">Select the activity stream that will be displayed on the task and process instance page.</li><li class="p_Normal">Check API correctness.</li><li class="p_Normal">Restore the previous version of the process.</li><li class="p_Normal">Set the form to process debugging start.</li></ul>
<h2 class="p_Heading2"><span class="f_Heading2">Start settings</span></h2>
<p class="p_Normal">You can determine how the<span style="font-family: Inter;"> business process can be started.</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Create button</span><span style="font-family: Inter;">. This option adds the process to the </span><span style="font-family: Inter; font-weight: bold;">Create</span><span style="font-family: Inter;"> buttons context menu. The user will be able to start the process by clicking its name in the list. By default, the button can be found on the main page of the system, but it can also be added to forms and pages. Read more in the <a href="create_button_widget.html" class="topiclink">Create button</a> article.</span></li><li style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Schedule</span><span style="font-family: Inter;">. You can set a schedule to automatically start the process on specific days, weeks, or months. You can set the time considering the current business calendar. The settings are the same as for the <a href="360012496011.html#schedule" class="topiclink">start event</a>.</span></li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="settings_tab_01" width="1359" height="603" style="margin:0;width:1359px;height:603px;border:none" src="settings_tab_01.png"/></p>
<h2 class="p_Heading2"><a id="process_logging" class="hmanchor"></a><span class="f_Heading2">Process logging</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="settings_tab_02" width="1205" height="425" style="margin:0;width:1205px;height:425px;border:none" src="settings_tab_02.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If you check the </span><span style="font-family: Inter; font-weight: bold;">Show in Tasks assigned by me</span><span style="font-family: Inter;"> option, information about all started process instances will be shown in the </span><span style="font-family: Inter; font-weight: bold;">Task</span><span style="font-family: Inter;"> section on the <a href="360014163692.html" class="topiclink">Assigned by me</a> page. Click on an instance name to view its details: the process history, its context, and map. To learn more, see <a href="360012498891.html" class="topiclink">Business process instance</a>.</span><br />
<img alt="assigned_instances" width="716" height="255" style="margin:0;width:716px;height:255px;border:none" src="assigned_instances.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If you check the </span><span style="font-family: Inter; font-weight: bold;">Notify about start</span><span style="font-family: Inter;"> option, a notification will pop-up whenever the process is started. A notification will also be posted to your <a href="360014162972.html" class="topiclink">#Activity stream</a>. This option is enabled by default.</span><br />
<img alt="proc_started" width="310" height="79" style="margin:0;width:310px;height:79px;border:none" src="proc_started.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Name</span></h2>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="settings_tab_03" width="958" height="360" style="margin:0;width:958px;height:360px;border:none" src="settings_tab_03.png"/></h2>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">On this tab, as well as in the <a href="360012496011.html#name_template" class="topiclink">settings of the Start event</a>, you can add a name template for the process instance. Once its done, you wont need to name a process instance manually every time the process is started.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In the </span><span style="font-family: Inter; font-weight: bold;">Template</span><span style="font-family: Inter;"> field, enter a name for the process instance. You can also add a context variable if necessary (for example, the full name of the initiator). To access the list of available variables, click the </span><span style="font-family: Inter; font-weight: bold;">{+}</span><span style="font-family: Inter;"> icon on the right of the field.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">With the </span><span style="font-family: Inter; font-weight: bold;">f(x)</span><span style="font-family: Inter;"> icon you can add <a href="360007679591.html#conditions-and-functions" class="topiclink">conditions and functions</a> to the template. This will generate a more informative name</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;">If you have created a name template in the settings of the start event, it will be displayed in this section.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="instance_page_settings" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Instance summary page</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="settings-tab-4" width="985" height="469" style="margin:0;width:985px;height:469px;border:none" src="settings-tab-4.png"/></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">In this section, you can configure the layout of the <a href="360012498891.html" class="topiclink">instance summary page</a>. By default, the page displays all the <a href="process_context.html" class="topiclink">context variables</a> of the process. To hide certain variables, uncheck the </span><span style="font-family: Inter; font-weight: bold;">Show all fields</span><span style="font-family: Inter;"> option. Then drag the variables you need to see on the page from the </span><span style="font-family: Inter; font-weight: bold;">Context</span><span style="font-family: Inter;"> column to the </span><span style="font-family: Inter; font-weight: bold;">Name on form</span><span style="font-family: Inter;"> column.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">If necessary, you can configure a custom form for the instance summary page, add or delete tabs, move fields, and change the content of the sidebar. To do this, use the form editor. Click the </span><span style="font-family: Inter; font-weight: bold;">&lt;Default&gt;</span><span style="font-family: Inter;"> link in the upper left corner and select </span><span style="font-family: Inter; font-weight: bold;">+Create Form</span><span style="font-family: Inter;">. Read more about how to work with the form editor in <a href="360012495991.html" class="topiclink">Forms tab</a>.</span></p>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">You can find the instance summary page in </span><span style="font-family: Inter; font-weight: bold;">Tasks &gt; Assigned by me</span><span style="font-family: Inter;">.</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="feed" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Associated activity stream</span></h2>
<p class="p_Normal" style="line-height: 1.36;"><img alt="bp_associated_stream" width="942" height="367" style="margin:0;width:942px;height:367px;border:none" src="bp_associated_stream.png"/></p>
<p style="line-height: 1.20; margin: 11px 0 0 0;"><span style="font-size: 15px; color: #394149;">Select which activity stream will be shown in process tasks and on the instance summary page:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">Associated activity stream of the business process</span><span style="font-size: 15px; color: #394149;">.</span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;"> </span><span style="font-size: 15px; color: #394149;">Messages sent to the task activity stream will be displayed on the process</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;"><a href="360012498891.html" class="topiclink">instance summary page</a>.</span></li><li style="line-height: 1.20;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">Associated activity stream of an app of file</span><span style="font-size: 15px; color: #394149;">. In the field provided below, select a variable of the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">App</span><span style="font-size: 15px; color: #394149;"> of </span><span style="font-size: 15px; font-weight: bold; color: #394149;">File</span><span style="font-size: 15px; color: #394149;"> type. Then, the activity stream of the </span><span style="font-size: 15px; color: #394149;"><a href="360014352191.html#app-item" class="topiclink">app item</a></span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;">or </span><span style="font-size: 15px; color: #394149;"><a href="360014352191.html#file" class="topiclink">file</a> stored in the variable will be displayed on the process task and process instance pages</span><span style="font-size: 15px; color: #394149;">. So, if a variable of the App type is selected and a message is sent during a process in a task, you will see it on the item page of that app. In case the variable is empty, the message will be displayed only in the process instance activity stream.</span></li></ul>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;"><a class="dropdown-toggle" style="font-style: normal; font-weight: normal; color: #394149; background-color: transparent; text-decoration: none;" href="javascript:HMToggle('toggle','TOGGLE0186A1')">Example of applying associated activity stream settings</a></span></p>
<div id="TOGGLE0186A1" class="dropdown-toggle-body" style="text-align: left; text-indent: 0; padding: 0 0 0 0; margin: 0 0 0 0;"><table style="border:none; border-spacing:0;">
<tr>
<td style="vertical-align:top; padding:0; border:none"><p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<ol style="list-style-type:decimal">
<li value="1" style="line-height: 1.20;">A contract approval process associated with the <span style="font-weight: bold;">Outgoing Contracts</span> app</li><li value="2" style="line-height: 1.20;">In process settings, select the <span style="font-weight: bold;">Associated activity stream of an App or File</span> option and specify a variable of the <span style="font-weight: bold;">App</span> type that refers to the <span style="font-weight: bold;">Outgoing Contracts</span> app.</li><li value="3" style="line-height: 1.50; margin-top: 0; margin-right: 0; margin-bottom: 11px;">If an outgoing contract is sent for approval, on its page you can view the list of process tasks and messages sent by users in these tasks.</li></ol>
</td>
</tr>
</table>
</div>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">API</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="settings_tab_04" width="1101" height="633" style="margin:0;width:1101px;height:633px;border:none" src="settings_tab_04.png"/></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-family: Inter;">This tab describes the available API and provides its description, method, and the URL.</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Description</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">How the API is used.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Method</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">Type of HTTP request that lets the server know what kind of action you want to perform.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">URL</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">Address of the request.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">JSON package</span><span style="font-family: Inter;">.</span><span style="font-family: Inter; font-weight: bold;"> </span><span style="font-family: Inter;">The text of the request.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Test</span><span style="font-family: Inter;">. On this tab, you can check the request to make sure it is error-free.</span></li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-family: Inter;">Using an API, you can integrate BRIX with your information systems. For example, after a customer places an order on your website, the order handling process can start automatically.</span></p>
<h2 class="p_Heading2"><a id="history" class="hmanchor"></a><span class="f_Heading2">Version history</span></h2>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">When you modify a process, you need to <a href="360012495291.html" class="topiclink">publish</a> it so that the new version is executed when it is started. All published versions of a process are displayed on the </span><span style="font-family: Inter; font-weight: bold;">Version history</span><span style="font-family: Inter;"> tab. Here you can find information about the author, the publishing time, and the comment the author wrote. Click the </span><img alt="map-icon" width="32" height="23" style="margin:0;width:32px;height:23px;border:none" src="map-icon.png"/><span class="f_ImageCaption"> </span><span style="font-family: Inter;">icon to view the process version <a href="360014352951.html#process-map" class="topiclink">map</a>. You can also restore the process to an earlier version. To do that, select the version you need, click the </span><img alt="floppy-disc-save-icon" width="19" height="18" style="margin:0;width:19px;height:18px;border:none" src="floppy-disc-save-icon.png"/> i<span style="font-family: Inter;">con, and confirm that you want the restore the process to this version.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><img alt="settings_tab_05" width="1294" height="336" style="margin:0;width:1294px;height:336px;border:none" src="settings_tab_05.png"/></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter; color: #394149;">The configuration of the selected version will be applied to the process draft on the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Flow chart</span><span style="font-family: Inter; color: #394149;"> tab. All saved but unpublished changes will be lost.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter; color: #394149;">You can edit a restored process diagram, change the order of its activities and task forms. To apply the new version, click </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Save</span><span style="font-family: Inter; color: #394149;"> and </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Publish</span><span style="font-family: Inter; color: #394149;"> on the process designer top toolbar one more time.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter; color: #394149;">Note that all process instances started before the new version is published will be run and completed without the recent changes. Read more in the <a href="360012495291.html" class="topiclink">Publish a business process</a> article.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Debugging settings</span></h2>
<p class="p_Normal"><img alt="settings_tab_06" width="934" height="429" style="margin:0;width:934px;height:429px;border:none" src="settings_tab_06.png"/></p>
<p class="p_Normal">You can configure the layout of the <a href="360010269299.html" class="topiclink">process debugging</a> start window to fill out it with process <a href="process_context.html" class="topiclink">context variables</a>. To do this, drag the desired fields from the <span style="font-weight: bold;">Context</span> column to the <span style="font-weight: bold;">Name on form</span> column. This will ensure that the fields in the start event and subsequent tasks of the process are not filled in during the process debugging. If you want to display the entire process context on the form, enable the <span style="font-weight: bold;">Show all fields</span> option.</p>
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<p>Business process designer &gt; Graphical elements / Manage Status</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Manage Status</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="manage_status" width="106" height="88" style="float:left;margin:0;width:106px;height:88px;border:none" src="manage_status.png"/><span class="f_ImageCaption"> </span>The <span style="font-weight: bold;">Manage Status</span> activity is used only in the business processes that involve <a href="360006963072.html" class="topiclink">apps</a> with customized <a href="360009920611.html" class="topiclink">statuses</a>. It allows you to track the process progress and also determines the status of one or several app items at a particular stage of the process.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For example, you can create an <span style="font-weight: bold;">Contracts</span> app and set up an <a href="360009921131.html" class="topiclink">associated business process</a> for document approval. By setting up statuses, you can track at what stage of the document life-cycle an contract currently is. As the process progresses, the contract will automatically acquire different statuses: <span style="font-weight: bold;">Approved</span>, <span style="font-weight: bold;">Signed</span>, <span style="font-weight: bold;">Rejected</span>, etc, providing clear information on how the work is being done.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can also use the block to change the status of several app items, for example, if a manager approves a number of similar agreements in a task.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="00.PNG" title="00.PNG" width="582" height="427" style="margin:0;width:582px;height:427px;border:none" src="360009277400-00.png"/></p>
<h2 class="p_Heading2"><span class="f_Heading2">Create statuses for the app</span></h2>
<p class="p_Normal">To customize a block, first define the statuses. You can do this in one of the following ways:</p>
<ul style="list-style-type:disc">
<li class="p_Heading2" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">In the <a href="360009920611.html" class="topiclink">app settings</a>.</li><li class="p_Normal">In the graphic process designer on the <a href="status-tab.html" class="topiclink">Statuses</a> tab.</li></ul>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Statuses</span> tab is only available in business processes <a href="360009921131.html" class="topiclink">associated with an app</a>. In global company and workspace processes, this tab is unavailable.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Set up the Manage Status activity &nbsp; </span></h2>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Open the process page and in the toolbar on the right, click the <span style="font-weight: bold;">System Elements</span> tab. </li><li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Drag the <span style="font-weight: bold;">Manage Status</span> block onto the diagram and place it where you want to change the status.<br />
<img alt="Manage3" width="787" height="407" style="margin:0;width:787px;height:407px;border:none" src="manage3.png"/></li></ol>
<ol style="list-style-type:decimal" start="3">
<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Double-click on the block in the diagram. In the window that opens, specify:<br />
<img alt="ms4" width="631" height="398" style="margin:0;width:631px;height:398px;border:none" src="ms4.png"/></li></ol>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>. Enter the name of the block to be displayed on the process diagram.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Variable</span><span style="font-weight: bold; color: #ff0000;">*</span>. Specify the variable to which the items for status change are written.<br />
&nbsp;<br />
If the process is associated with an app, the <span style="font-weight: bold;">Variable</span> field will already contain the <a href="process_context.html" class="topiclink">context variable</a> representing the app. To edit it, click <span style="font-weight: bold;">Change variable settings</span>. For example, in the window that opens, you can select the <span style="font-weight: bold;">Many</span> subtype when you are customizing a block to change the status of multiple items of the same app in bulk.<br />
&nbsp;<br />
If the variable is not set in the process context, click <span style="font-weight: bold;">Create new variable</span>.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Set status</span><span style="font-weight: bold; color: #ff0000;">*</span>. Select a value to assign to the items from the variable, and click <span style="font-weight: bold;">Save</span>.<br />
&nbsp;<br />
If you are setting up status change for the <a href="360012693999.html" class="topiclink">Deals</a> app, an additional <span style="font-weight: bold;">Reason for rejection</span> field will appear if the <span style="font-weight: bold;">Lost</span> status is selected. &nbsp; &nbsp; &nbsp; &nbsp; </li></ul>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Changing statuses of two or more apps in one process</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Sometimes you will use several apps in one process. The approval process mentioned above describes the stages of approving a contract. <span style="font-weight: bold;">Contracts</span> belong to the <span style="font-weight: bold;">Order Management</span> workspace, which may also store other apps, for instance, <span style="font-weight: bold;">Customers</span>, <span style="font-weight: bold;">Orders</span>, <span style="font-weight: bold;">Claims</span>. Each of these apps might have its own <a href="360009920611.html" class="topiclink">set of statuses</a>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="ms5" width="888" height="345" style="margin:0;width:888px;height:345px;border:none" src="ms5.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">When the contracts status changes, it seems reasonable to change the contractors status, too. For example, once the contract is signed, the contractors status can change from <span style="font-weight: bold;">Contract approval</span> to <span style="font-weight: bold;">Order</span> <span style="font-weight: bold;">fulfillment</span>.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">This way, both of these apps will be included in one process, and the statuses of both apps will change as the process progresses.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Here is how you can set this up:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">&nbsp;</p>
<ol style="list-style-type:upper-roman">
<li value="1" style="line-height: 1.20;">In process designer, go to the <span style="font-weight: bold;">Context</span> tab. <a href="process_context.html#add_new_variable" class="topiclink">Add a new variable</a> to represent the Contractoror app.</li></ol>
<p style="line-height: 1.20;"><img alt="ms6" width="885" height="402" style="margin:0;width:885px;height:402px;border:none" src="ms6.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="2" style="line-height: 1.20;">Place new <span style="font-weight: bold;">Manage status</span> elements where necessary, for instance, before and after the <span style="font-weight: bold;">Sign the contract</span> task.</li></ol>
<p style="line-height: 1.20;"><img alt="07.PNG" title="07.PNG" width="581" height="465" style="margin:0;width:581px;height:465px;border:none" src="360009279020-07.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="3" style="line-height: 1.20;">Double-click on the element to open its settings. In the <span style="font-weight: bold;">Variable</span> field, select Contractor. In the drop-down list select the required status and click <span style="font-weight: bold;">Save</span>.</li></ol>
<p style="line-height: 1.20;"><img alt="ms 7" width="703" height="300" style="margin:0;width:703px;height:300px;border:none" src="hmfile_hash_86917ef3.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Now you only have to decide how the <span style="font-weight: bold;">Contractors</span> variable added on step 1 shall be filled in.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">You can place the variable on a <a href="360012495611.html#form" class="topiclink">task form</a>. In this case, the employee performing this task will be asked to select a specific contractor on the task form. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Sometimes users specify the contractor directly in the contract when adding a new <a href="360016427291.html" class="topiclink">app item</a>. In this case, the contractors details shall be sent from the <span style="font-weight: bold;">Contracts</span> app to the variable created in step 1. To do that, use the <a href="360020300571.html" class="topiclink">Assign value</a> activity. </p>
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<p>Business process designer / Business process modeling in BRIX</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Business process modeling in BRIX</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A business process model (flow chart diagram) describes all the actions that employees must perform in order to achieve a specific goal of the company. The description is done with such graphic elements as swimlanes, tasks, events, gateways, and notifications.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Process diagrams modeled in BRIX are executable. This means that all tasks, notifications, etc., will be automatically assigned to the relevant employees at the right stage.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">All the default, imported or custom processes are available in <span style="font-weight: bold;">Administration &gt; Business Processes</span><a id="create_process" class="hmanchor"></a>.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Create a new process </span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">There are different process types available:</p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">A process associated with an app describes the logic of the app's operation. To learn more, see <a href="360009921131.html" class="topiclink">Business process associated with an app</a>, <a href="how_to_bind_app_to_proccess.html" class="topiclink">Associate a process with an app</a>.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">A process associated with a workspace implements the logic of the workspace. In such a process you can use and bind data of different apps belonging to this workspace. To learn more, see <a href="360009661232.html" class="topiclink">Workspace business processes</a>.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> A process created on the company level can use data from different workspaces that do not have to be exported.</li><li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Custom module process are described in <a href="extention-processes.html" class="topiclink">Processes in modules</a>.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For example, to create a process associated with an app, in the app settings select <span style="font-weight: bold;">Business Processes</span> and click <span style="font-weight: bold;">+ Process</span>. The flow chart page of the process designer opens.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="process-modeling-page" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Process modeling page</span><a id="process-page" class="hmanchor"></a></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_ImageCaption"> <img alt="bpmn 2" width="1079" height="594" style="margin:0;width:1079px;height:594px;border:none" src="hmfile_hash_5decde43.png"/></span></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">At the top of the page there are 5 tabs:</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Flow Chart. </span>A graphical diagram of the process.</li><li style="line-height: 1.20;"><a href="status-tab.html" class="topiclink">Statuses</a>. This tab is displayed if the process is created at the app level. It contains the app statuses</li><li style="line-height: 1.20;"><a href="process_context.html" class="topiclink">Context</a>. Variables used in the process.</li><li style="line-height: 1.20;"><a href="360012495991.html" class="topiclink">Forms</a>. Templates of task and event forms created for this process.</li><li style="line-height: 1.20;"><a href="360028476691.html" class="topiclink">Scripts</a>. All the scripts used in this process.</li><li style="line-height: 1.20;"><a href="360012263052.html" class="topiclink">Settings</a>. General process settings: start settings, name template, instance page form, API.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"> Below the tabs you can see the toolbar. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;"> </span><img alt="bpmn 3" width="575" height="51" style="margin:0;width:575px;height:51px;border:none" src="hmfile_hash_1d7341d8.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Save. </span>The process diagram will be saved as a draft, while the published process will not be modified. To quickly save the process, press the <span style="font-weight: bold;">Ctrl+S</span> combination while in the <span style="font-weight: bold;">Flow chart</span> tab.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Check</span>. The process diagram will be <a href="360012267032.html" class="topiclink">checked for logical errors</a>. If the diagram contains errors, a warning will appear at the bottom of the page.</li></ul>
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="bpmn 4" width="283" height="102" style="margin:0;width:283px;height:102px;border:none" src="hmfile_hash_974a858f.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Publish. </span>The program can only execute published processes. Make sure to publish the process every time you modify it. The changes that are saved but not published will not be available to users during the execution of the business process.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Debug.</span> During <a href="360010269299.html" class="topiclink">debugging</a>, the process operations are run step by step in real time. You can check the process logic, make sure that the task forms are created correctly, and test all the scripts.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Export to PNG.</span> The process diagram will be downloaded to your computer as an image.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Undo.</span> Undo the last action.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Redo.</span> Repeat the last undone action.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Navigate.</span> Use this button to move the modeling sheet.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Select.</span> Use this button to select multiple items in the diagram.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">On the right side of the page, there is a panel with graphical elements that are used for the process modeling.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="bpmn 5" width="245" height="518" style="margin:0;width:245px;height:518px;border:none" src="hmfile_hash_b977b0e1.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Standard elements </span>tab <img alt="bpmn 6" width="74" height="22" style="margin:0;width:74px;height:22px;border:none" src="hmfile_hash_e89274f1.png"/>:</p>
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<li style="line-height: 1.20;"><a href="360012495611.html" class="topiclink">Task</a></li><li style="line-height: 1.20;"><a href="360012495791.html" class="topiclink">Notification</a></li><li style="line-height: 1.20;"><a href="360012266792.html" class="topiclink">Start Process</a></li><li style="line-height: 1.20;"><a href="360027203731.html" class="topiclink">Script</a></li><li style="line-height: 1.20;"><a href="360012496011.html" class="topiclink">Events</a></li><li style="line-height: 1.20;"><a href="360012495911.html" class="topiclink">Gateways</a></li><li style="line-height: 1.20;"><a href="360012263032.html" class="topiclink">Swimlanes</a></li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">System elements </span>tab <img alt="bpmn 7" width="74" height="21" style="margin:0;width:74px;height:21px;border:none" src="hmfile_hash_2bfd093f.png"/>:</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Integration</span> <img alt="bpmn 9" width="74" height="21" style="margin:0;width:74px;height:21px;border:none" src="hmfile_hash_525f0625.png"/> tab displays integrations with external systems, as well as elements that are parts of installed business solutions and activated modules:</p>
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<li style="line-height: 1.20;"><a href="360024383972.html" class="topiclink">Webhook</a></li><li style="line-height: 1.20;"><a href="360011443400.html" class="topiclink">Email Notification</a></li><li style="line-height: 1.20;"><a href="360013409220.html" class="topiclink">Send Message</a></li><li style="line-height: 1.20;"><a href="issue-eds.html" class="topiclink">Signature Issuing Request</a></li><li style="line-height: 1.20;"><a href="await-eds.html" class="topiclink">Expect Signature Issuing</a></li></ul>
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<p>Business process designer &gt; Graphical elements / Start Process</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Start Process</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="start-process-1" width="109" height="89" style="margin:0;width:109px;height:89px;border:none" src="start-process-1.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Start Process</span> activity is used to decompose a process diagram and increase its readability. It allows you to call a nested process within the parent process.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">A nested or child process (also called a sub-process) is an independent business process described separately. All the conditions for execution are set within the process: participants, tasks, events, etc., so you can edit it without having to modify the main process.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">When a nested process starts, its name appears of the <a href="360012498891.html#history_tab" class="topiclink">instance summary page</a> of the parent process, on the History tab. Click on the name to open the page of the nested process and track its progress.</p>
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-size: 15px; color: #394149;">By adding the </span><span style="font-weight: bold; color: #394149;">Start Process</span><span style="font-size: 15px; color: #394149;"> activity to your process, you are basically adding a link to a complex task that will be executed as a sub-process. You can add several of such sub-processes to the main process.</span></p>
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-size: 15px; color: #394149;">Also, you can set it up to launch separate process instances for each app item sent to the main process from the nested one.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">How to use the activity</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For illustration, let's use the the <span style="font-weight: bold;">Job requisition</span> process as the main process. During its execution, as soon as a candidate is approved, the <span style="font-weight: bold;">Onboarding</span> sub-process starts. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="main_process_1" width="858" height="633" style="margin:0;width:858px;height:633px;border:none" src="main_process_1.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">Onboarding</span> process is modeled separately. All the conditions are set within the process: participants, tasks, events, etc. The process diagram looks like this:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="360020170691-mceclip0" width="569" height="441" style="margin:0;width:569px;height:441px;border:none" src="360020170691-mceclip0.png"/> &nbsp; &nbsp;</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If candidates go through multiple interviews and recruit tests during the selection process, you can remove these steps from the <span style="font-weight: bold;">Requisition</span> process and create another nested process instead. This will make the diagram of the parent process easy to read, and candidates will be interviewed and reviewed within a separate process.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Set up the activity</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To add and set the activity up:</p>
<ol style="list-style-type:decimal">
<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Open the diagram of the parent process.</li><li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Drag the <span style="font-weight: bold;">Start Process</span> activity to the diagram and place it where the nested process should be started.</li><li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Double-click on the shape to open the settings.</li><li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Fill out the fields on the <span style="font-weight: bold;">General</span> and <span style="font-weight: bold;">Inputs and Outputs</span> tabs. </li></ol>
<h3 class="p_Heading3"><span class="f_Heading3">General tab</span></h3>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="nested_settings" width="835" height="500" style="margin:0;width:835px;height:500px;border:none" src="nested_settings.png"/></h2>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Name. </span>Enter the name of the sub-process activity that will be displayed on the diagram.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Process. </span>Select the process that will be called as part of the parent process. Note that only a published process can be selected.</li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Perform on behalf of</span>. Select who will be specified as the process initiator on the <a href="360012498891.html#history_tab" class="topiclink">instance page</a>.<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Current user</span>.<span style="font-weight: bold;"> </span>The person who started the child process instance.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Context variable</span>.<span style="font-weight: bold;"> </span>Select a variable of the <a href="360009707032.html#users" class="topiclink">Users (one)</a> type from the context process. The employee stored in this variable will be specified as the child process initiator. For example, you can select a user who belongs to the swimlane where the child process is located.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">System</span>.<span style="font-weight: bold;"> </span>The child process will be performed on behalf of the user selected as the <a href="360006871932.html#supervisor" class="topiclink">system supervisor</a>.</li></ul></li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Asynchronous start. </span>Select this option if you want the parent process to continue after the start of the child process. If the option is disabled, the execution of the parent process is suspended until the child one is completed. </li><li style="line-height: 1.20;"><span style="font-weight: bold;">Link to field. </span>You can bind the sub-process launch to an App-type variable of the parent process. In this case, events occurring within the sub-process (for example, errors, task reassignment, etc.) will be displayed in the <a href="360014352191.html" class="topiclink">associated activity stream</a> of the bound app. <span style="font-size: 15px; color: #394149;">If you select a variable with the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Many</span><span style="font-size: 15px; color: #394149;"> option enabled, you will be able to launch process instances for several selected app items. To learn more, see </span><span style="font-size: 15px; color: #394149;"><a href="360012266792.html#multiple-start" class="topiclink">Multiple sub-process start</a></span><span style="font-size: 15px; color: #394149;">;</span></li><li style="line-height: 1.20;"><span style="font-weight: bold;">Subprocess field</span>. Select a variable from the child process that will store the app item of the parent process. This option becomes available only if you have selected a variable with the <span style="font-weight: bold;">Many</span> option enabled in the <span style="font-weight: bold;">Link to field</span> field.</li></ul>
<h3 class="p_Heading3"><a id="inputs-and-outputs" class="hmanchor"></a><span class="f_Heading3">Inputs and Outputs tab </span></h3>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can map context variables in the parent and child processes. Please note that only variables of the same type can be mapped.<span class="f_ImageCaption"> <img alt="onboarding_settings" width="842" height="394" style="margin:0;width:842px;height:394px;border:none" src="onboarding_settings.png"/></span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Input variables. </span>Variables that go from the parent process to the child process when the latter is started.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Output variables. </span>Variables that go to the parent process from a child process when the latter is ended. <span style="font-size: 15px; color: #394149;">Please note that you cannot set up output variables if you have enabled </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">Asynchronous start</span><span style="font-size: 15px; color: #394149;"> or have set up </span><span style="color: #394149;"><a href="360012266792.html#multiple-start" class="topiclink">multiple start</a> for the sub-process</span><span style="font-size: 15px; color: #394149;">.</span></li></ul>
<p style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">In output variables, the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Output code</span><span style="font-size: 15px; color: #394149;"> field is available. It allows sending the name of the end event of the child process of the parent process, once the child process is completed</span></p>
<p style="line-height: 1.20; margin: 16px 0 0 0;"><span style="font-size: 15px; color: #394149;">Let's say there is sub-process for signing an agreement within the main </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Procurement</span><span style="font-size: 15px; color: #394149;"> process. It has two end events:</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-weight: bold; color: #394149;">Original copy received</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;">и</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-weight: bold; color: #394149;">Original copy not received</span><span style="font-size: 15px; color: #394149;">. In order for the parent process to have the information about the event that the child process ended with, set up the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Output</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; font-weight: bold; color: #394149;">code</span><span style="font-size: 15px; color: #394149;"> field.</span></p>
<p style="line-height: 1.20; margin: 16px 0 0 0;"><span style="font-size: 15px; color: #394149;">To do that, add a String field to the context of the main process and give it a name, for example, </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Result</span><span style="font-size: 15px; color: #394149;">. In the output column, specify the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Output code</span><span style="font-size: 15px; color: #394149;"> variable of the sub-process, and in the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Sub-process</span><span style="font-size: 15px; color: #394149;"> column specify the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Result</span><span style="font-size: 15px; color: #394149;"> variable.</span><a id="multiple-start" class="hmanchor"></a></p>
<h2 class="p_Heading2"><span class="f_Heading2">Multiple sub-process start </span></h2>
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-size: 15px; color: #394149;">If necessary, you can start several separate sub-process instances for different app items. This is called multiple start. To set it up, you need to select a variable with the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Many</span><span style="font-size: 15px; color: #394149;"> option enabled in the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Start Process</span><span style="font-size: 15px; color: #394149;"> activity.</span></p>
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-size: 15px; color: #394149;">For illustration, let's change our </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Requisition</span><span style="font-size: 15px; color: #394149;"> process. The HR specialist will look for candidates and then create an app item for each candidate in the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Candidates</span><span style="font-size: 15px; color: #394149;"> app. Then the HR specialist prepares a list of candidates to be sent for approval to the requisition initiator: they add the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Candidates</span><span style="font-size: 15px; color: #394149;"> app items to the form of the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Submit candidates for review</span><span style="font-size: 15px; color: #394149;"> task. When they click </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Submit</span><span style="font-size: 15px; color: #394149;">, the list is sent to the initiator. For each of the app items added to the list, a separate instance of the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Review candidates</span><span style="font-size: 15px; color: #394149;"> process is started.</span></p>
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-size: 15px; color: #394149;">During the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Review candidate</span><span style="font-size: 15px; color: #394149;"> sub-process, the candidates are interviewed and tested. For the person who is accepted for the job, an employee profile is created. Then the parent process continues.</span></p>
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="nested_22" width="818" height="615" style="margin:0;width:818px;height:615px;border:none" src="nested_22.png"/></p>
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-size: 15px; color: #394149;">To set this logic up, do the following:</span></p>
<ol style="list-style-type:decimal">
<li value="1" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-size: 15px; color: #394149;">On the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">Context </span><span style="font-size: 15px; color: #394149;">tab, create a new variable of the App type. Select the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Candidates</span><span style="font-size: 15px; color: #394149;"> app and enable the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Many</span><span style="font-size: 15px; color: #394149;"> option.</span></li><li value="2" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-size: 15px; color: #394149;">Add the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Submit candidates for review</span><span style="font-size: 15px; color: #394149;"> task for the HR specialist. Place it after the steps where candidates are found and added to the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Candidates</span><span style="font-size: 15px; color: #394149;"> app. Open the task settings and add the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Candidates</span><span style="font-size: 15px; color: #394149;"> variable to the task form.</span></li></ol>
<p class="p_Normal" style="margin: 14px 0 0 22px;"><span style="font-size: 15px; color: #394149;">This task is required so that the HR specialist can select several of app items created on the previous step and add them to the variable. This way the list of candidates for review is created. Another way to send several app items to the process context is by using the </span><span style="font-size: 15px; color: #394149;"><a href="360027203731.html" class="topiclink">Script</a> activity</span><span style="font-size: 15px; color: #394149;">. To learn more about scripts, see </span><span style="font-size: 15px; color: #394149;"><a href="https://tssdk.brix365.com/en/index.html" target="_blank" class="weblink">BRIX TS SDK</a></span><span style="font-size: 15px; color: #394149;">.</span></p>
<ol style="list-style-type:decimal" start="3">
<li value="3" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-size: 15px; color: #394149;">After the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Submit candidates for review</span><span style="font-size: 15px; color: #394149;"> task, place the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Start Process</span><span style="font-size: 15px; color: #394149;"> activity. In its settings, select the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">Review candidate</span><span style="font-size: 15px; color: #394149;"> sub-process and enable the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">Asynchronous start</span><span style="font-size: 15px; color: #394149;"> option so that the parent process is paused until the child process is completed.</span></li><li value="4" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-size: 15px; color: #394149;">In the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">Link with field</span><span style="font-size: 15px; color: #394149;"> field, select the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Candidates</span><span style="font-size: 15px; color: #394149;"> variable that you added in </span><span style="font-size: 15px; font-style: italic; color: #394149;">step 1</span><span style="font-size: 15px; color: #394149;">. Also, select the property of the sub-process where the app items from the parent process will be sent to. In our case, these app items are the candidates. Save the settings.</span></li></ol>
<p class="p_Normal" style="margin: 14px 0 0 22px;"><img alt="candidates_settings" width="735" height="430" style="margin:0;width:735px;height:430px;border:none" src="candidates_settings.png"/></p>
<p class="p_Normal" style="line-height: 1.36; margin: 0 0 11px 0;"><span style="font-size: 15px; color: #394149;">Now, during the parent process, for each process item of the Candidates app listed in the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Submit candidates for review</span><span style="font-size: 15px; color: #394149;"> task, the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Review candidate</span><span style="font-size: 15px; color: #394149;"> sub-process will be started</span><span style="font-size: 15px; color: #394149;">. After it is completed, the parent process will continue according to the diagram.</span></p>
<p class="p_Normal" style="line-height: 1.36; margin: 0 0 11px 0;"><span style="font-size: 15px; color: #394149;">Please note, you can launch maximum 100 instances of the sub-process. It helps prevent endless execution of one step. To bypass this limitation, you can configure an exclusive gateway and a timer to launch instances gradually. Read more about it in the <a href="360020599512.html#interrupt-looped-process" class="topiclink">Possible process execution errors</a> article.</span></p>
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<p>Business process designer / Validate process logic</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Validate process logic</span></h1>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">After you create a process diagram, you can check whether it is composed correctly. When checking, the following types of logical errors can be detected: missing final event, incorrectly configured gateway, incorrectly defined conditions, undefined executors in swimlanes.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To find out if the process is composed correctly, click the <span style="font-weight: bold;">Check</span> button on the top toolbar.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If no errors are found, you will see the following notification at the top of the page:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="check_process_corret" width="393" height="27" style="margin:0;width:393px;height:27px;border:none" src="check_process_corret.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If any errors are found in the process, you will see a warning at the bottom of the page. In the process diagram, elements with errors are highlighted in red.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="plv3" width="1007" height="475" style="margin:0;width:1007px;height:475px;border:none" src="plv3.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Possible errors in process steps:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Scheduled process must not have a start event form;</li><li style="line-height: 1.20;">Process start form has fields that were not found in the context.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Possible errors in app items:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">App</span> type variable is not selected;</li><li style="line-height: 1.20;">Variable is not found in the context;</li><li style="line-height: 1.20;"><span style="font-weight: bold;">App</span> type variable is required;</li><li style="line-height: 1.20;">Value cannot be empty.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Possible errors in user tasks:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Task form has fields that were not found in the context;</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Possible errors in notifications:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Notification subject is missing;</li><li style="line-height: 1.20;">Notification recipients are not selected;</li><li style="line-height: 1.20;">Invalid target code, if the target is not the associated activity stream of the business process ;</li><li style="line-height: 1.20;">Context variable storing recipient is not found or has invalid type. Only <span style="font-weight: bold;">User</span> type variables are allowed;</li><li style="line-height: 1.20;">Invalid identifier of group or org chart item selected as recipient.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Possible errors in timer:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Days cannot be negative;</li><li style="line-height: 1.20;">Hours cannot be negative;</li><li style="line-height: 1.20;">Minutes cannot be negative;</li><li style="line-height: 1.20;">Minutes cannot be greater than 59;</li><li style="line-height: 1.20;">Context variable storing timer expiration value is not found.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"> <span style="font-weight: bold;">Possible errors in process start:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Workspace is not specified;</li><li style="line-height: 1.20;">Process code is not specified;</li><li style="line-height: 1.20;">Field cannot be empty;</li><li style="line-height: 1.20;">Context variable is not found.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Possible errors in swimlanes:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">No group selected for static swimlane;</li><li style="line-height: 1.20;">No context variable selected for dynamic swimlane.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Possible errors in connectors:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Source element is not found;</li><li style="line-height: 1.20;">Condition uses a non-existent service variable;</li><li style="line-height: 1.20;">Condition type does not match service variable type;</li><li style="line-height: 1.20;">Invalid context variable code. Only strings are allowed;</li><li style="line-height: 1.20;">Manual input selected for complex data types;</li><li style="line-height: 1.20;">Missing right operand for an operation other than comparison to null;</li><li style="line-height: 1.20;">Invalid operation for this operand type.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Possible errors in outgoing connectors:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Outgoing connector and source element mismatch;</li><li style="line-height: 1.20;">Source element has multiple default outgoing connectors;</li><li style="line-height: 1.20;">Outgoing connectors from end event are not allowed;</li><li style="line-height: 1.20;">Any elements other than the end event, gateway and user task cannot have more than one connector;</li><li style="line-height: 1.20;">Multiple instance task does not have a default connector;</li><li style="line-height: 1.20;">Exclusive gateway does not have a default connector;</li><li style="line-height: 1.20;">Connector has no source element.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Possible errors in start event:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Start event not found;</li><li style="line-height: 1.20;">First element must be start event;</li><li style="line-height: 1.20;">Incoming connectors are not allowed for the start event.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-weight: bold;">Possible flow errors:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;">Converging gateway requires a diverging gateway;</li><li style="line-height: 1.20;">Diverging gateway requires converging gateway;</li><li style="line-height: 1.20;">Multiple converging gateways with one diverging gateway;</li><li style="line-height: 1.20;">End event is not allowed between Diverging and Converging gateways;</li><li style="line-height: 1.20;">Element can be reached through multiple branches;</li><li style="line-height: 1.20;">Some branches going out of the dividing gateway do not reach the respective converging gateway;</li><li style="line-height: 1.20;">Types of diverging and converging gateways mismatch;</li><li style="line-height: 1.20;">End event cannot be reached;</li><li style="line-height: 1.20;">Start event cannot be reached.</li></ul>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Correct logic errors and then save and publish the process so that the system can execute it.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Please note that before publishing, the system will once again validate the process logic. </p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Glossary</span></h1>
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<li><a href="#A">A</a></li>
<li><a href="#B">B</a></li>
<li><a href="#C">C</a></li>
<li><a href="#D">D</a></li>
<li><a href="#E">E</a></li>
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<li><a href="#W">W</a></li>
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<div class="glossary-abc__table-wrapper">
<table class="glossary-abc__table">
<caption>Eng</caption>
<tbody id="A">
<tr>
<th>A</th>
<td>Activity stream</td>
<td>The #Activity stream displays all the latest news from the news channels you are a member of, and&nbsp;system alerts.
In the #Activity stream you can view messages, comment, share files, and assign tasks to your coworkers.</td>
</tr>
<tr>
<th>A</th>
<td>Additional parameters</td>
<td>Parameters for scripting within &nbsp;business processes.
Unlike context variables, whose value changes from instance to instance, the parameter remains the same for all process instances.</td>
</tr>
<tr>
<th>A</th>
<td>Administrator</td>
<td>A BRIX user with the ability to create and modify user accounts, change settings, and assign access rights in the system.</td>
</tr>
<tr>
<th>A</th>
<td>Advanced Mode</td>
<td>Advanced mode allows you to create and configure custom forms for the create, view, and edit pages of an app item. &nbsp;In particular,
you will be able to arrange form fields in the desired sequence, change their appearance, or specify which fields are mandatory and &nbsp;which are
read-only. You can also create a form template in Advanced Mode and set up the display of app items.</td>
</tr>
<tr>
<th>A</th>
<td>Advanced search</td>
<td>A function that allows you to search for system objects by a set of parameters.</td>
</tr>
<tr>
<th>A</th>
<td>App</td>
<td>BRIX component designed to create and store app and business process &nbsp;items.
For example, the <b>Companies</b> app is used to store data about specific legal entities, their addresses, phone numbers, etc.
Each specific company added to the <b>Companies</b> app and will be an item of it.</td>
</tr>
<tr>
<th>A</th>
<td>App data export</td>
<td>Download the data stored in the app as a <b>.xlsx</b> or <b>.csv</b> file.</td>
</tr>
<tr>
<th>A</th>
<td>App export</td>
<td>Download the app to an <b>.e365</b> file. &nbsp;When exporting an app, the following components are exported with it: business processes, &nbsp;customized statuses and filters,
counters, groups and roles, forms and context variables used in business processes,
button settings, pages, and separators.</td>
</tr>
<tr>
<th>A</th>
<td>App item</td>
<td>A page in an app that displays certain &nbsp;information.
The app item is created by users and stores the data entered by them.</td>
</tr>
<tr>
<th>A</th>
<td>App item page</td>
<td>The page that opens when you create, view, or edit an app &nbsp;item.
The pages have fields to fill in, such as name, contact person, phone &nbsp;number, etc.
In addition, tables, lists, and toggles can be added to the form to allow the user to select an option.</td>
</tr>
<tr>
<th>A</th>
<td>App item/task/process start form</td>
<td>A form refers to the appearance of an app or task item page, as well &nbsp;as
the process start window. When setting up a form, you specify what data will be displayed on it &nbsp;and
what data will be available for editing.</td>
</tr>
<tr>
<th>A</th>
<td>App status</td>
<td>Statuses are designed to track the current state of an app item.</td>
</tr>
<tr>
<th>A</th>
<td>App visibility</td>
<td>The visibility settings determine which users will &nbsp;see
the app in the Workspace menu. The app can be hidden &nbsp;or
visible to specific employees, administrators, or user groups.</td>
</tr>
<tr>
<th>A</th>
<td>Approval</td>
<td>The <b>Approval</b> graphical element is used to &nbsp;draw
document routes. It is placed at the point in the process where an &nbsp;employee,
such as a supervisor, must approve or reject a document.</td>
</tr>
<tr>
<th>A</th>
<td>Assign Value</td>
<td>The <b>Assign Value</b> graphical element is used to automatically &nbsp;pass
data to the business process and establish a &nbsp;correspondence
between app fields and context variables.</td>
</tr>
<tr>
<th>A</th>
<td>Associated activity stream</td>
<td>The activity stream displayed on the task, file, and app item &nbsp;pages.
In addition to messages from users, this activity stream displays &nbsp;the
event history of the associated object.</td>
</tr>
</tbody>
<tbody id="B">
<tr>
<th>B</th>
<td>BRIX Store</td>
<td>Catalog of ready-made solutions for BRIX.</td>
</tr>
<tr>
<th>B</th>
<td>BRIX Store component</td>
<td>An off-the-shelf solution (a package of workspaces, apps, and processes) &nbsp;designed
to extend the basic capabilities of BRIX.</td>
</tr>
<tr>
<th>B</th>
<td>Business process</td>
<td>A regularly repeated sequence of interrelated activities aimed &nbsp;at
creating a particular product or service for consumers. &nbsp;Besides,
consumers can be not only external customers but also internal customers.</td>
</tr>
<tr>
<th>B</th>
<td>Business process associated with an&nbsp;app</td>
<td>A business process that is created within an app. When working with such a &nbsp;process,
the user can set up the form and app statuses without leaving the process designer.</td>
</tr>
<tr>
<th>B</th>
<td>Business process associated with a&nbsp;workspace</td>
<td>Business processes at the workspace level describe the logic of its operation and can link multiple apps of a given &nbsp;workspace.
For example, for the <b>CRM</b> workspace, you can add a business process for order &nbsp;placement,
which will involve two apps: <b>Customers</b> and <b>Contract</b>.</td>
</tr>
<tr>
<th>B</th>
<td>Business process associated with an&nbsp;app</td>
<td>A business process bound to the <b>Save</b> button on the app page. As &nbsp;soon
as the user adds a new item, the bound process is launched with its data.</td>
</tr>
<tr>
<th>B</th>
<td>Business process context</td>
<td>All data that is created, modified, and stored during the execution of a particular process. For example, participant information, files, performer &nbsp;comments,
counterparts, forms, etc. This data is stored in variables &nbsp;whose
values are either set by the employees themselves during the process or &nbsp;determined
automatically by the system.</td>
</tr>
<tr>
<th>B</th>
<td>Business process instance</td>
<td>An instance is created every time someone starts a published process in BRIX.</td>
</tr>
</tbody>
<tbody id="C">
<tr>
<th>C</th>
<td>Calendar event</td>
<td>A record of a non-periodic event.</td>
</tr>
<tr>
<th>C</th>
<td>Channel</td>
<td>A tool for sharing information within teams and departments. With the help of channels, you can synchronize the work of employees,
share company news, notify your coworkers about a business trip or vacation, or introducte a new employee.</td>
</tr>
<tr>
<th>C</th>
<td>Chat</td>
<td>Chats are used for personal interaction between employees, timely exchange of &nbsp;important
data, coordination of activities, and quick resolution of issues.</td>
</tr>
<tr>
<th>C</th>
<td>Check list</td>
<td>A list of actions to be taken. A check list allows you to break down large tasks into &nbsp;steps and
plan your work step-by-step. Checklists can be created &nbsp;for
tasks, files, and app items.</td>
</tr>
<tr>
<th>C</th>
<td>Company</td>
<td>BRIX workspace, which contains basic information about &nbsp;your
organization on separate pages: structure, &nbsp;employees,
absence schedule, substitutions, executive discipline, etc.</td>
</tr>
<tr>
<th>C</th>
<td>Connector</td>
<td>A graphical element used to connect tasks, events, gateways, and other operations in a process flow &nbsp;chart. <b>The connector</b>
specifies the order in which actions are performed and defines the sequence of events in the process. Transition captions &nbsp;increase
the visibility of the flow chart and also serve as button names on task forms.</td>
</tr>
<tr>
<th>C</th>
<td>Context variable</td>
<td>A value that changes its meaning from one process instance to another. &nbsp;For example, the <b>Initiator</b>
variable stores information about the specific user who started the &nbsp;business process
instance. The value of such a variable will be unique for each new instance.</td>
</tr>
<tr>
<th>C</th>
<td>Contractor</td>
<td>A company with which the enterprise cooperates.</td>
</tr>
<tr>
<th>C</th>
<td>Counters</td>
<td>A set of rules that are used to generate sequential numbers for app &nbsp;items.
For example, to assign a number to a document during registration.</td>
</tr>
<tr>
<th>C</th>
<td>Custom form</td>
<td>A form designed and configured with a form builder for specific &nbsp;user or
company needs.</td>
</tr>
</tbody>
<tbody id="D">
<tr>
<th>D</th>
<td>Data/Field type</td>
<td>A characteristic of a data set that defines the range of its possible values, &nbsp;the
list of allowed operations, and the way the data set is stored.</td>
</tr>
<tr>
<th>D</th>
<td>Deal</td>
<td>A BRIX object that stores information about an agreement that a &nbsp;company
has entered into with a specific counterparty.</td>
</tr>
<tr>
<th>D</th>
<td>Deal Dynamics</td>
<td>A tool to get information about the current status of deals in the selected &nbsp;sales
pipeline. You can use it to track the status of transactions for a certain period.</td>
</tr>
<tr>
<th>D</th>
<td>Department</td>
<td>An item of the organizational structure that designates one department &nbsp;of a
company and allows for the creation of groups and individual job &nbsp;positions
within it.</td>
</tr>
<tr>
<th>D</th>
<td>Document</td>
<td>Document type app for creating documents in BRIX, such as &nbsp;contracts,
statements, invoices, etc.</td>
</tr>
<tr>
<th>D</th>
<td>Document lifecycle</td>
<td>All stages (statuses) that a document goes through in the company &nbsp;from
creation to sending it to the archive or deletion.</td>
</tr>
<tr>
<th>D</th>
<td>Document route</td>
<td>The path of document movement during document processing. Each stage of &nbsp;the
route has its own executor, specific tasks, and deadlines.</td>
</tr>
<tr>
<th>D</th>
<td>Document template</td>
<td>A <b>.docx</b> or <b>.xlsx</b> file containing a specific set of variables. Variable values &nbsp;are
automatically filled in from data stored in the business process context.</td>
</tr>
<tr>
<th>D</th>
<td>Document type app</td>
<td>The <b>Document</b> type app is intended for creating documents in &nbsp;BRIX, e.g.
contracts, apps, invoices, etc.</td>
</tr>
<tr>
<th>D</th>
<td>Dynamic forms</td>
<td>Task forms or pages, the appearance of which can change depending &nbsp;on the
data entered by the user in the system during the work process. &nbsp;This allows
you not to overload your forms with fields and buttons but to show them &nbsp;only
when necessary.</td>
</tr>
</tbody>
<tbody id="E">
<tr>
<th>E</th>
<td>End Approval</td>
<td>The <b>End Approval</b> graphical element is used as an auxiliary &nbsp;for the
<b>Approval</b> item when building document movement routes. It is placed &nbsp;at the
point where a document needs to be finalized and a resolution &nbsp;needs to be
issued without waiting for the business process to end.</td>
</tr>
<tr>
<th>E</th>
<td>End Event</td>
<td>Performs the termination of the process instance. When it is reached, the
process is considered complete.</td>
</tr>
<tr>
<th>E</th>
<td>Event</td>
<td>Events affect the flow of a process or the timing of its individual steps.
They can start a process, suspend its execution, and terminate a particular branch. In
the flow chart, events are depicted as a circle. There are three basic types
of events: <b>Start</b>, <b>Intermediate</b>, and <b>End</b>.</td>
</tr>
<tr>
<th>E</th>
<td>Event status</td>
<td>Increases the visibility of the calendar and allows you to &nbsp;quickly navigate to
scheduled events. If there are a large number of events, they can &nbsp;be sorted, for example, by <b>Open</b>, <b>Canceled</b>, or
<b>Closed,</b> status, which makes it easy to control the schedule.
</td>
</tr>
<tr>
<th>E</th>
<td>Event type app</td>
<td>With this type of app you can create calendars in different workspaces of the system.</td>
</tr>
<tr>
<th>E</th>
<td>Exclusive Gateway</td>
<td>Activates process operation for only one of the outgoing connectors. &nbsp;It is
mandatory to set a default connector for this gateway.</td>
</tr>
</tbody>
<tbody id="F">
<tr>
<th>F</th>
<td>File</td>
<td><b>.docx</b>, <b>.xlsx</b>, and <b>.pdf documents</b>, images, audio, and video &nbsp;uploaded to BRIX
from the users computer or created directly in the system.</td>
</tr>
<tr>
<th>F</th>
<td>Filter</td>
<td>Saved set of advanced object search parameters.</td>
</tr>
<tr>
<th>F</th>
<td>Flow chart</td>
<td>A visual scheme that depicts the entire process: participants, tasks, &nbsp;events,
operations, and connectors between them. The process flow charts modeled &nbsp;in
BRIX are executable. This means that all tasks, notifications, etc. &nbsp;will automatically
come to the appropriate employees at the right stage after the flow chart is published.</td>
</tr>
<tr>
<th>F</th>
<td>Folder</td>
<td>Folders are used to store and organize files. You can create and edit new &nbsp;folders and
manage access rights to them.</td>
</tr>
<tr>
<th>F</th>
<td>Form builder</td>
<td>A tool that allows you to design and modify forms to create, edit, &nbsp;and view
apps, tasks, and events.</td>
</tr>
<tr>
<th>F</th>
<td>Form template</td>
<td>Form templates are used when the functionality of a standard form is &nbsp;insufficient. The template
allows you to add new buttons and widgets, change field layout, etc. You &nbsp;can create form templates for
tasks, events, process instance pages, and apps.</td>
</tr>
</tbody>
<tbody id="G">
<tr>
<th>G</th>
<td>Gateway</td>
<td>Gateways represent decision points in the process. &nbsp;They are used to
direct the process along one branch or another, depending on certain conditions.</td>
</tr>
<tr>
<th>G</th>
<td>Generate from template</td>
<td>The <b>Generate by template</b> graphical element is used to model the &nbsp;process flow chart. It allows
you to create documents using templates uploaded to BRIX. Generation is done &nbsp;at runtime,
with data from the process context automatically substituted into the generated document.</td>
</tr>
<tr>
<th>G</th>
<td>Group</td>
<td>An item of an organizational structure that represents &nbsp;a group of users
with common job responsibilities.</td>
</tr>
<tr>
<th>G</th>
<td>Group chat</td>
<td>A chat with at least three users. It allows you to synchronize work within your team, &nbsp;stay up-to-date on the latest events,
share files, and quickly resolve work issues.</td>
</tr>
</tbody>
<tbody id="I">
<tr>
<th>I</th>
<td>Inclusive OR-gateway</td>
<td>Activates the process of all outgoing connectors for which the transition condition is met.</td>
</tr>
<tr>
<th>I</th>
<td>Instance summary page</td>
<td>The page that opens when you click on the &nbsp;process name in the
<b>Tasks > Assigned by me</b> workspace. It &nbsp;displays the start and end date,
process version, initiator name, and a &nbsp;process map showing the progress
of tasks in real time. If necessary, you can &nbsp;interrupt the execution of
an instance from its page.</td>
</tr>
</tbody>
<tbody id="J">
<tr>
<th>J</th>
<td>Job position</td>
<td>An item of the organizational &nbsp;structure denoting one employee of a company.
Examples of job positions: director, chief accountant, secretary, etc.</td>
</tr>
</tbody>
<tbody id="K">
<tr>
<th>K</th>
<td>Kanban board</td>
<td>A visual tool for tracking the current &nbsp;status of business processes. Each
column of the board corresponds to a certain stage of work. As &nbsp;the business process
is executed, items automatically move across the board &nbsp;from left to right,
showing the progress of execution.</td>
</tr>
<tr>
<th>K</th>
<td>Key variable</td>
<td>A variable involved in the automatic generation of the app item name.</td>
</tr>
</tbody>
<tbody id="L">
<tr>
<th>L</th>
<td>Link</td>
<td>A link is added to the left menu &nbsp;of a page or workspace and
allows you to quickly navigate to a third-party &nbsp;Internet
resource or open a web document.</td>
</tr>
<tr>
<th>L</th>
<td>Link to a folder</td>
<td>Links to folders help you organize your &nbsp;information and quickly
find folders you need or use frequently. &nbsp;A link can be
created in any folder.</td>
</tr>
</tbody>
<tbody id="M">
<tr>
<th>M</th>
<td>Main page</td>
<td>BRIX main page that is displayed immediately after the user &nbsp;logs into the
system or when you click on the main menu button.</td>
</tr>
<tr>
<th>M</th>
<td>Manage Status</td>
<td>The <b>Manage Status</b> graphical element is &nbsp;applied only in those business processes
that use apps with customized statuses. With &nbsp;this graphical element you can automatically
change the status of the app at a particular stage of the process &nbsp;and control the
execution of work.</td>
</tr>
<tr>
<th>M</th>
<td>Mentions</td>
<td>A convenient way to draw your colleagues &nbsp;attention to a file, task,
or comment in a chat or channel. If you &nbsp;mention a person using the
<b>@</b> symbol, they receive a pop-up notification of &nbsp;your message.</td>
</tr>
<tr>
<th>M</th>
<td>Multiple execution</td>
<td>A setting that allows you to assign a task simultaneously to all employees designated as executors of the swimlane.</td>
</tr>
</tbody>
<tbody id="N">
<tr>
<th>N</th>
<td>Notifications</td>
<td>The <b>Notifications</b> graphical element is used &nbsp;when modeling a business process
and is located in those areas where users need to be informed about &nbsp;important events,
for example, about approval or rejection of a document, payment of an &nbsp;invoice, etc.</td>
</tr>
</tbody>
<tbody id="O">
<tr>
<th>O</th>
<td>Organizational Chart</td>
<td>Presents the structure of the &nbsp;organization in the form of
a flow chart that reflects &nbsp;the entire hierarchy of the enterprise
(position, department, and &nbsp;division).</td>
</tr>
<tr>
<th>O</th>
<td>Org chart item</td>
<td>Component of the graphical model of &nbsp;the organizational
structure (department, job position, and &nbsp;group).</td>
</tr>
</tbody>
<tbody id="P">
<tr>
<th>P</th>
<td>Page</td>
<td>A component of the system on which you can place &nbsp;widgets to display
desired information. You can create a page either within &nbsp;a workspace or in the
left menu of the main page.</td>
</tr>
<tr>
<th>P</th>
<td>Parallel Gateway</td>
<td>Activates process operation for all outgoing &nbsp;connectors.
Required to run a process on multiple routes at the &nbsp;same time.</td>
</tr>
<tr>
<th>P</th>
<td>Parent task</td>
<td>A task that is decomposed into subtasks, i.e. from which page subtasks are created.</td>
</tr>
<tr>
<th>P</th>
<td>Personal calendar</td>
<td>A workspace of the system that allows you to schedule &nbsp;work activities:
create events and meetings and view the calendars &nbsp;of subordinates. It also displays
events from the calendars of other &nbsp;workspaces with which the current user
is related in any way.</td>
</tr>
<tr>
<th>P</th>
<td>Process debugging</td>
<td>The stage of business process development during which errors are &nbsp;detected and corrected. During debugging,
the process is reproduced step-by-step in real time. This way you can check the &nbsp;logic of operations, evaluate
how convenient and clear the task forms are set up, and make sure that all &nbsp;scripts work correctly.</td>
</tr>
<tr>
<th>P</th>
<td>Process designer</td>
<td>A section of the system designed for modeling business processes.</td>
</tr>
<tr>
<th>P</th>
<td>Process map</td>
<td>A graphical representation of a process that shows &nbsp;the progress of a
process instance and the current operations on it.</td>
</tr>
<tr>
<th>P</th>
<td>Process monitor</td>
<td>An analytical tool for system administrators to &nbsp;monitor the status
of processes in real time.</td>
</tr>
<tr>
<th>P</th>
<td>Process participant</td>
<td>Executor of a swimlane.</td>
</tr>
<tr>
<th>P</th>
<td>Process publishing</td>
<td>For a process to become executable, it must &nbsp;be published.
After that, the process will run automatically. Tasks &nbsp;will be
assigned to executors, notifications &nbsp;will be sent, and the process
will be suspended according to its flow chart.</td>
</tr>
<tr>
<th>P</th>
<td>Process task</td>
<td>A task assigned as part of a business process. &nbsp;Executing
a process task ensures that the process instance &nbsp;is completed and
the required result is achieved.</td>
</tr>
</tbody>
<tbody id="R">
<tr>
<th>R</th>
<td>Registration</td>
<td>The <b>Registration</b> graphical element helps to &nbsp;organize document
accounting and control within the company by &nbsp;assigning a registration number (index)
to the document.</td>
</tr>
<tr>
<th>R</th>
<td>Revenue Forecast</td>
<td>Report on planned cash receipts: amount, status, planned date, etc.</td>
</tr>
<tr>
<th>R</th>
<td>Role</td>
<td>Roles are used to set up access to files, documents, apps, app &nbsp;items, workspaces, and to define
performers in business process swimlanes. Only one user or job position from the organizational &nbsp;structure
can have a role. </td>
</tr>
</tbody>
<tbody id="S">
<tr>
<th>S</th>
<td>Sales pipeline</td>
<td>The principle of allocating deals to stages of the sales process.</td>
</tr>
<tr>
<th>S</th>
<td>Schedule compliance</td>
<td>The ratio of the number of tasks completed on time to the total &nbsp;number of assigned tasks. It is
calculated as a percentage and includes tasks that are currently closed since the &nbsp;beginning of the month.</td>
</tr>
<tr>
<th>S</th>
<td>Script</td>
<td>TypeScript code that allows you to access business process data, create, &nbsp;request, modify, delete app items
and interact with external systems over HTTP.</td>
</tr>
<tr>
<th>S</th>
<td>Separator</td>
<td>A separator is used to group apps within a &nbsp;workspace. It visually
separates apps from each other with &nbsp;a dividing line.</td>
</tr>
<tr>
<th>S</th>
<td>Start Event</td>
<td>Initiates the start of the process and specifies at what point it begins. A process
can contain only one <b>Start Event</b>.</td>
</tr>
<tr>
<th>S</th>
<td>Start Process</td>
<td>In modeling, the Start Process item is used to decompose and &nbsp;make flow charts more visual. It allows
you to call a subprocess within the parent process. A subprocess is essentially &nbsp;an independent business
process whose functionality is part of a larger parent process.</td>
<tr>
<th>S</th>
<td>Substitution</td>
<td>Temporary fulfillment of the duties of an absent employee by another &nbsp;employee. There are three
types of substitution in BRIX: informing, task reassignment, and &nbsp;completing transfer of access
permissions. They differ by the set of rights that are &nbsp;transferred.</td>
</tr>
<tr>
<th>S</th>
<td>Supervisor</td>
<td>The system role to which the user who created the company in BRIX is &nbsp;assigned by default. The
supervisor has full rights and receives tasks for &nbsp;the business process in case the executor
could not be identified &nbsp;automatically.</td>
</tr>
<tr>
<th>S</th>
<td>Swimlane</td>
<td>Determines the performer of tasks placed in a swimlane.</td>
</tr>
</tbody>
<tbody id="T">
<tr>
<th>T</th>
<td>Tables</td>
<td>A special type of app field. By adding it to the app &nbsp;form, you will be able
to structure data by rows and columns, change its appearance, &nbsp;and insert
special formulas that will &nbsp;perform calculations.</td>
</tr>
<tr>
<th>T</th>
<td>Task</td>
<td>One of the tools for organizing work within a company. &nbsp;Employees can set
deadlines and track tasks, share necessary &nbsp;information and documents to
achieve desired results &nbsp;on time.</td>
</tr>
<tr>
<th>T</th>
<td>Task page</td>
<td>The page that opens when you click on the task name. It displays &nbsp;all the information you need to complete the task: description,
attachments, deadlines, participants, task initiator, and &nbsp;completion percentage.</td>
</tr>
<tr>
<th>T</th>
<td>Task participant</td>
<td>A user that works on the task but is not
responsible for its execution.</td>
</tr>
<tr>
<th>T</th>
<td>Timer intermediate event</td>
<td>Suspends the process for a certain amount of time. The number of &nbsp;intermediate events is
unlimited: they can be located at any interval between &nbsp;the initial and final events.</td>
</tr>
<tr>
<th>T</th>
<td>Token</td>
<td>A token is used to authorize API requests&nbsp;, for example, to retrieve app
items or run a business process &nbsp;from an external system.</td>
</tr>
</tbody>
<tbody id="U">
<tr>
<th>U</th>
<td>User account</td>
<td>User login and password required &nbsp;to log in to the BRIX system and provide
access to personal data and &nbsp;settings.</td>
</tr>
<tr>
<th>U</th>
<td>User group</td>
<td>Groups are used to customize access &nbsp;to files, documents, apps,
app items, workspaces, and define &nbsp;executors in swimlanes in business processes.</td>
</tr>
</tbody>
<tbody id="V">
<tr>
<th>V</th>
<td>Version of a business process</td>
<td>Represents one version of a business process. Versions differ by
sequence number, status, date of creation, version creator, and description.</td>
</tr>
</tbody>
<tbody id="W">
<tr>
<th>W</th>
<td>Webhook</td>
<td>The <b>Webhook</b> graphical element &nbsp;is used to model a
process. It allows the automatic &nbsp;transfer of process
instance information from BRIX to &nbsp;an external system.</td>
</tr>
<tr>
<th>W</th>
<td>Widget</td>
<td>An interface element or a small auxiliary app &nbsp;with specific functionality for
tasks such as uploading a file, &nbsp;displaying instructions, activity stream,
user list, performing &nbsp;automatic calculations, etc.</td>
</tr>
<tr>
<th>W</th>
<td>Workspace</td>
<td>A workspace brings together one or more apps linked &nbsp;by a common theme. For example,
apps such as <b>Contract</b>, <b>Order</b>, <b>Memo</b> and <b>Report</b> &nbsp;can be compiled within the <b>Documents</b>
workspace. The function of workspaces is &nbsp;primarily organizational.</td>
</tr>
<tr>
<th>W</th>
<td>Workspace calendar</td>
<td>A calendar created using an <b>Event</b> type app in a specific workspace.</td>
</tr>
<tr>
<th>W</th>
<td>Workspace export</td>
<td>Unload the workspace with all apps.</td>
</tr>
<tr>
<th>W</th>
<td>Workspace visibility</td>
<td>The visibility settings determine which users will see the workspace in the
left menu of the home page. The workspace can be hidden or made visible to specific
employees, administrators, or user groups.</td>
</tr>
</tbody>
</table>
</div>
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