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<p>New releases > 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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<!-- Placeholder for topic body. -->
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<p class="p_Normal"><span style="color: #394149; background-color: #ffffff;">BRIX On-Premises 2023.10 includes all the </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>
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<p class="p_Normal"> </p>
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<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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<p class="p_Normal"> </p>
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<ol style="list-style-type:decimal">
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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>
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<ul style="list-style-type:circle"><ul style="list-style-type:circle">
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<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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||||
<ol style="list-style-type:decimal" start="3">
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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 "Show Cluster Servers" in the Administration > 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 > License Management about the need to update the activation key.</span></li></ol>
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||||
<ul style="list-style-type:circle"><ul style="list-style-type:circle">
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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>
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||||
<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>
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||||
<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>
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||||
<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>
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||||
<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>
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||||
<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 <a href="install-monitoring-tools.html" class="topiclink">https://brix365.com/en/help/install-monitoring-tools.html</a>.</span></p>
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<p>New releases > BRIX On-Premises / 2024.4</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>
|
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<ol style="list-style-type:decimal">
|
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<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>
|
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<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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<li value="2" 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;">Updated versions of tools for interacting with DBMS in BRIX Backupper.</span></li><li value="3" 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;">Updated packages of BRIXdbs DBMS: PostgreSQL 15, MongoDB 6.0, RabbitMQ 3.13. Relevant for new installations. Upgrading already installed databases is done via dump: removing the old version, installing the new one, and restoring the data. More details: </span><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif; color: #0563c1;"><a href="discontinued-postgresql-support.html" class="topiclink">Discontinued PostgreSQL support</a></span><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif;">.</span></li><li value="4" 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;">PostgreSQL version check is enabled during BRIX update. Version 11 or higher is required. Reference: </span><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif; color: #0563c1;"><a href="discontinued-postgresql-support.html" class="topiclink">Discontinued PostgreSQL support</a></span><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif;">.</span></li><li value="5" 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;">Offline installation updated. Versions of the used tools have been increased.</span></li><li value="6" 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;">The feature flag </span><code><b>enableLowcodeCICD</b></code><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif;"> is now enabled by default. It activates the </span><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif; font-weight: bold;">Low‑code CI / CD</span><span style="font-size: 15px; font-family: Calibri,Vectora,'Droid Sans','Open Sans',Frutiger,sans-serif;"> tool. It is used for exchanging components between companies from different environments.</span></li></ol>
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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>
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<p class="p_Normal">A significant number of updates have been released, aimed at improving functionality and stability.</p>
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|
||||
<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"> </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"> </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"> </p>
|
||||
<p class="p_Normal"><span style="font-weight: bold;">Auto-Scaling:</span></p>
|
||||
<ul style="list-style-type:disc">
|
||||
<li class="p_Normal">Updated the KEDA addon to 2.13.1.</li></ul>
|
||||
<p class="p_Normal"> </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"> </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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<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"> </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"> </p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Processes</span></h2>
|
||||
<p class="p_Normal">TEAM-12541 A new "read-only" 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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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 function test() {</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample" style="font-weight: bold;">const </span><span class="f_CodeExample">res = await fetch("http://my-api.com/list");</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample" style="font-weight: bold;">const </span><span class="f_CodeExample">reader = res.body.getReader();</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">Context.data.debug = '';</span><br />
|
||||
<span class="f_CodeExample"> </span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample" style="font-style: italic;">// Read the stream</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample" style="font-weight: bold;">while </span><span class="f_CodeExample">(</span><span class="f_CodeExample" style="font-weight: bold;">true</span><span class="f_CodeExample">) {</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample" style="font-weight: bold;">const </span><span class="f_CodeExample">{ done, value } = await reader.read();</span><br />
|
||||
<span class="f_CodeExample"> </span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample" style="font-weight: bold;">if </span><span class="f_CodeExample">(done) {</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample" style="font-weight: bold;">break</span><span class="f_CodeExample">;</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">}</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">Context.data.debug += value</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </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"> </p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Mobile app</span></h2>
|
||||
<p class="p_Normal"> </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"> </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"> </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 "@" 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"> </p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Contracts</span></h2>
|
||||
<p class="p_Normal">TEAM-18302 Improvements 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"> </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"> </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"> </p>
|
||||
<p class="p_Normal">TEAM-27157 Added color indicators for unstarted processes in the Gantt chart.</p>
|
||||
<p class="p_Normal"> </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"> </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"> </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"> </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"> </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 > 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"> </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"> </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"> </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"> </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"> </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"> </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 "00000000-0000-0000-0000-000000000000" 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"> </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 </span><span class="f_CodeExample">item = Namespace.app.my_app_1.create();</span><br />
|
||||
<span class="f_CodeExample">Context.data.test = JSON.stringify((<any>item).json());</span></p>
|
||||
<p class="p_Normal"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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 "collections for datasources: not found" 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"> </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"> </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"> </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"> </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"> </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"> </p>
|
||||
<p class="p_Normal">22. TEAM-24838 Added event handling for enabling/disabling a module.</p>
|
||||
<p class="p_Normal"> </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"> </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"> </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"> </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 "TypeError: Cannot read properties of undefined (reading 'portal')" both during initialization and at runtime of the portal's main page designer.</p>
|
||||
<p class="p_Normal"> </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> 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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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 </span><span class="f_CodeExample">result = await signRequest.confirm(smsCode);</span><br />
|
||||
<span class="f_CodeExample">```</span><br />
|
||||
<span class="f_CodeExample">where:</span><br />
|
||||
<span class="f_CodeExample">- `smsCode` - SMS code as</span><span class="f_CodeExample" style="font-weight: bold;"> string</span><br />
|
||||
<span class="f_CodeExample">- `signRequest` - request </span><span class="f_CodeExample" style="font-weight: bold;">for </span><span class="f_CodeExample">issuing the signature</span></p>
|
||||
<p class="p_Normal"> </p>
|
||||
<p class="p_Normal">After which the signature can be issued.</p>
|
||||
<p class="p_Normal"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </p>
|
||||
<p class="p_Normal">45. TEAM-27725 Errors in solution import on various platform versions have been corrected.</p>
|
||||
<p class="p_Normal"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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 "forgot password" function, causing errors. Now, emails are sent correctly.</p>
|
||||
<p class="p_Normal"> </p>
|
||||
<p class="p_Normal">60. TEAM-28136 A bug was identified and corrected that caused the "get page: not found" error during configuration import. The issue occurred during the application import stage if the configuration contained a removed workspace.</p>
|
||||
<p class="p_Normal"> </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"> </p>
|
||||
<p class="p_Normal">62. TEAM-28552 An error was identified and corrected where solution updates were failing with the "forbidden without check" 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>
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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">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>
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<p class="p_Normal">The release includes numerous minor enhancements aimed at stabilizing the installation and update process for BRIX:</p>
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||||
<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 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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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">2024.7</span></h1>
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<!-- Placeholder for topic body. -->
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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"> </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"> </p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">ECM</span></h2>
|
||||
<p class="p_Normal"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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 function editReg(): Promise<</span><span class="f_CodeExample" style="font-weight: bold;">void</span><span class="f_CodeExample">> {</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample" style="font-weight: bold;">const </span><span class="f_CodeExample">item = Context.data.dokument_s_registraciei!;</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample" style="font-weight: bold;">const </span><span class="f_CodeExample">registrations = await item.docflow().getRegistrations();</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample" style="font-weight: bold;">if </span><span class="f_CodeExample">(registrations.length</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample"><=</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">0) {</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample" style="font-weight: bold;">throw new </span><span class="f_CodeExample">Error('something went wrong');</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">}</span><br />
|
||||
<span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">await item.docflow().changeRegistration(registrations[0].nomenclatureId, "number1");</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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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<SecondFactor_sendError> {}</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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </p>
|
||||
<p class="p_Normal">11. TEAM-27297 Fixed a bug where optional dependencies were not loading in widget settings, accompanied by the error "uuid: incorrect UUID length: dictionarys". 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"> </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 "TypeError: STRING must be a string" 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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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 "rpc error: code = FailedPrecondition desc = resolve: not permitted: precondition". This error has now been resolved.</p>
|
||||
<p class="p_Normal"> </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 "TypeError: Cannot read properties of null (reading 'id')" when no file was present.</p>
|
||||
<p class="p_Normal"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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>
|
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<p>New releases > BRIX On-Premises / 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">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 > 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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<!-- Placeholder for topic body. -->
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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"> </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"> </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 </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;"> 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. </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 </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;"> 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"> </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"> </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 </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;"> 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 </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;"> channel.</span></p>
|
||||
<p class="p_Normal"> </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 </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;"> activity in the business process designer, a new option </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;"> has been added. This setting blocks the</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;"> 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"> </p>
|
||||
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">2. TEAM-28135 In the </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;"> activity in the business process designer, the </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;"> button has been renamed to </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;"> for a more accurate reflection of the action during manual document registration.</span></p>
|
||||
<p class="p_Normal"> </p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Insert Watermark activity</span></h2>
|
||||
<p class="p_Normal"> </p>
|
||||
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">TEAM-26724 In the </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;"> activity settings in the business process designer, a new </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;"> 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"> </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 </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;"> workspace, making the interface more consistent.</span></p>
|
||||
<p class="p_Normal"> </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 </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;"> settings in the </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;"> 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"> </p>
|
||||
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">2. TEAM-28607 A </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;"> 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"> </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 </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;"> 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"> </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"> </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"> </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 user’s specified time zone. Now, timers work correctly based on the time zone set in the company settings.</span></p>
|
||||
<p class="p_Normal"> </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"> </p>
|
||||
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">4. TEAM-29225 Fixed an issue in the </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;"> block of the business process interface where the variable selection buttons were missing in the </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;"> and </span><span style="font-size: 13px; font-weight: bold; color: #394149; background-color: #ffffff;">Message text </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"> </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"> </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 </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;"> component did not change in the database after being edited in the settings.</span></p>
|
||||
<p class="p_Normal"> </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 </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;"> or </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;"> app was displayed for all pipelines.</span></p>
|
||||
<p class="p_Normal"> </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 </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;"> 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"> </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 </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;"> 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"> </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"> </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"> </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 </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;"> 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"> </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 </span><code><b>TDatetime</b></code><span style="font-size: 13px; color: #394149; background-color: #ffffff;"> 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;">// Invalid example:</span><br />
|
||||
<span class="f_CodeExample" style="font-weight: bold;">const </span><span class="f_CodeExample">myDatetime1 = </span><span class="f_CodeExample" style="font-weight: bold;">new </span><span class="f_CodeExample">Datetime(Date.UTC(2022, 2, 24))</span><br />
|
||||
<span class="f_CodeExample" style="font-style: italic;">// Valid example:</span><br />
|
||||
<span class="f_CodeExample" style="font-weight: bold;">const </span><span class="f_CodeExample">myDatetime2 = </span><span class="f_CodeExample" style="font-weight: bold;">new </span><span class="f_CodeExample">Datetime(</span><span class="f_CodeExample" style="font-weight: bold;">new </span><span class="f_CodeExample">Date(Date.UTC(2024, 5, 27, 10, 10, 45, 666)))</span></p>
|
||||
<p class="p_Normal"> </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"> </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 </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;"> has been removed when adding a new page, making new pages appear like existing portal pages by default.</span></p>
|
||||
<p class="p_Normal"> </p>
|
||||
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">16. TEAM-29740 In this release, the feature flag </span><code><b>allowAttachExtensionScriptFiles</b></code><span style="font-size: 13px; color: #394149; background-color: #ffffff;"> has been enabled for all BRIX distribution versions. Now, in the custom module on the </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;"> tab, file uploads with dependencies are available by default.</span></p>
|
||||
<p class="p_Normal"> </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"> </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 </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;"> 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"> </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"> </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"> </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 </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;"> 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"> </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 </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;"> widget. Now, after pressing the button, it becomes inactive, preventing duplicate registrations.</span></p>
|
||||
<p class="p_Normal"> </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 </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;"> tab, instead of only seeing their own signatures. Now, the admin only sees their own signatures.</span></p>
|
||||
<p class="p_Normal"> </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 </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;"> 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"> </p>
|
||||
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">25. TEAM-28118 Fixed an issue where the </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;"> 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"> </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"> </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 </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;"> status, and the user could not participate in the approval again. The issue has been resolved.</span></p>
|
||||
<p class="p_Normal"> </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"> </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"> </p>
|
||||
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">30. TEAM-29208 Identified an issue in the </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;"> workspace where a task of the </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;"> 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"> </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"> </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"> </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 </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;"> workspace where inheritance of access rights from the registration location was not applied to a specific folder.</span></p>
|
||||
<p class="p_Normal"> </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 </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;"> 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"> </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"> </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"> </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 </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;"> workspace where project participants did not receive system notifications about task deletions or changes to project task deadlines.</span></p>
|
||||
<p class="p_Normal"> </p>
|
||||
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">38. TEAM-29786 Fixed an issue where the </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;"> 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;"> files uploaded in the </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;"> widget. Now, files are correctly displayed on the title panel.</span></p>
|
||||
<p class="p_Normal"> </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 </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;"> 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"> </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"> </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"> </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"> </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"> </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 </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;"> workspace page. The issue has been identified and fixed.</span></p>
|
||||
<p class="p_Normal"> </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 </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;"> activity if this option was enabled in the activity settings.</span></p>
|
||||
<p class="p_Normal"> </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 </span><code><b>deleteRegistration(nomenclatureId)</b></code><span style="font-size: 13px; color: #394149; background-color: #ffffff;">.</span></p>
|
||||
<p class="p_Normal"> </p>
|
||||
<p class="p_Normal"><span style="font-size: 13px; color: #394149; background-color: #ffffff;">47. TEAM-25575 The user experience in the </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;"> 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 </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;"> key.</span></p>
|
||||
<p class="p_Normal"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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"> </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 </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;"> page.</span></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">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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<ul style="list-style-type:circle"><ul style="list-style-type:disc">
|
||||
<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 <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 <a href="install-vault.html" class="topiclink">official BRIX Help Center</a>.</span></li></ul></li></ul>
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<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>
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<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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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">2024.9</span></h1>
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<!-- Placeholder for topic body. -->
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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>
|
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<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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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">2025.1</span></h1>
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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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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">2025.2</span></h1>
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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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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">2025.3</span></h1>
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<p class="p_Normal">Version BRIX On-Premises 2025.3 includes all updates for <a href="2025_3.html" class="topiclink">BRIX SaaS 2025.3</a>, as well as the following improvements:</p>
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<li value="1" class="p_Normal">Added support for <code><b>SecurityContext</b></code>, <code><b>NodeAffinity</b></code>, <code><b>PodAntiaffinity</b></code>, and <code><b>PodDisruptionBudget</b></code> for more secure and reliable installation of BRIX Enterprise in the infrastructure.</li><li value="2" class="p_Normal">Fixed BRIX versioning check during updates. This will avoid missing intermediate versions.</li></ol>
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<p>System settings / Organizational chart</p>
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<p>Администрирование системы / Организационная структура</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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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Организационная структура</span></h1>
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<!-- Placeholder for topic body. -->
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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 company’s employees are assigned.</p>
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||||
<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>
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<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>
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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;">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>
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<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>
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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;">Start modeling</span></h2>
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||||
<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>> <span style="font-weight: bold;">Org Chart</span>.<span style="font-weight: bold;"> </span></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-weight: bold;">Организационная структура</span> — это иерархия подразделений и отдельных должностей в компании. Она описывает, каким образом распределяются роли, полномочия и ответственность сотрудников компании.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Моделирование организационной структуры является одним из первых этапов настройки системы ELMA365.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="ОргС1" width="924" height="549" style="margin:0;width:924px;height:549px;border:none" src="hmfile_hash_f977501b.png"/></p>
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||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Назначение организационной структуры</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">В ELMA365 организационная структура отражает реальную структуру вашей компании. На основе оргструктуры можно распределять роли в бизнес‑процессах. Также она используется для назначения прав доступа в различных разделах системы.</p>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;"><img alt="ОргС2" width="425" height="284" style="margin:0;width:425px;height:284px;border:none" src="hmfile_hash_9b4a4b9f.png"/></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">С чего начать моделирование</span></h2>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Перейдите в раздел<span style="font-weight: bold;"> Администрирование ></span> <span style="font-weight: bold;">Орг. структура</span>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="margin: 19px 0 0 0;">Создавать или вносить изменения в организационную структуру могут только пользователи, включённые в группу<span style="font-weight: bold;"> </span><a href="360006871932.html#administrators" class="topiclink">Администраторы</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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>
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||||
<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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><a id="head-element" class="hmanchor"></a>По умолчанию на страницу оргструктуры уже добавлен головной элемент.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="ОргС3" width="682" height="393" style="margin:0;width:682px;height:393px;border:none" src="hmfile_hash_1d9de645.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Для добавления нового элемента наведите курсор мыши на существующий элемент и нажмите на один из появившихся значков. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="ОргС4" width="292" height="111" style="margin:0;width:292px;height:111px;border:none" src="hmfile_hash_6c5fa322.png"/></p>
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||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="orgchart_item" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Элементы оргструктуры</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Элементы оргструктуры используются для описания иерархии в компании. В ELMA365 есть три вида элементов: должность, группа сотрудников и отдел.</p>
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||||
<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;">
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||||
<tr>
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||||
<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>
|
||||
<td style="vertical-align:middle; width:609px; height:147px; padding:1px; border:none"><p class="p_Normal"><span class="f_ImageCaption"> <img alt="ОргС5" width="295" height="67" style="margin:0;width:295px;height:67px;border:none" src="hmfile_hash_d73272af.png"/></span></p>
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||||
</td>
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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>
|
||||
<td style="vertical-align:middle; width:529px; height:147px; padding:1px; border:none"><p><span style="font-weight: bold;">Должность</span>. На должность может быть назначен только один сотрудник. Примеры должностей: директор, главный бухгалтер, секретарь и т. д.</p>
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||||
</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="OC6" width="233" height="81" style="margin:0;width:233px;height:81px;border:none" src="oc6.png"/></p>
|
||||
<td style="vertical-align:middle; width:609px; height:169px; padding:1px; border:none"><p class="p_Normal"><img alt="ОргС6" width="292" height="65" style="margin:0;width:292px;height:65px;border:none" src="hmfile_hash_b9a57b4f.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 style="vertical-align:middle; width:529px; height:169px; padding:1px; border:none"><p><span style="font-weight: bold;">Группа сотрудников</span>. Определяет группу пользователей с общими должностными обязанностями. </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 style="vertical-align:middle; width:609px; height:160px; padding:1px; border:none"><p class="p_Normal"><img alt="ОргС7" width="297" height="66" style="margin:0;width:297px;height:66px;border:none" src="hmfile_hash_4cb7c3e2.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 style="vertical-align:middle; width:529px; height:160px; padding:1px; border:none"><p class="p_Normal"><span style="font-weight: bold;">Отдел</span>. Состоит из неограниченного количества сотрудников и одного начальника отдела. Внутри отдела можно создавать группы сотрудников и отдельные должности.</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 > 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>> <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"> </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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Чтобы настроить структуру отдела, нажмите на его название или на кнопку <span style="font-weight: bold;">Развернуть</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="ОргС8" width="301" height="105" style="margin:0;width:301px;height:105px;border:none" src="hmfile_hash_d6abf58b.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Если добавленный элемент нужно переименовать, удалить или переместить в рамках модели оргструктуры, наведите на него курсор и выберите нужное действие.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="ОргС9" width="296" height="103" style="margin:0;width:296px;height:103px;border:none" src="hmfile_hash_b7c36905.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">При перемещении элемента выберите вышестоящую должность. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="ОргС10" width="1293" height="791" style="margin:0;width:1293px;height:791px;border:none" src="hmfile_hash_b32a4785.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Также вы можете поменять местами элементы одного уровня, нажав значок <img alt="up" width="20" height="21" style="margin:0;width:20px;height:21px;border:none" src="up.png"/> или <img alt="down" width="20" height="21" style="margin:0;width:20px;height:21px;border:none" src="down.png"/>. При этом иерархия должностей в компании не изменится.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="organizational-structure-12" width="306" height="159" style="margin:0;width:306px;height:159px;border:none" src="organizational-structure-12.png"/></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Сохранение оргструктуры</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Чтобы оргструктура стала доступна для использования, её нужно сохранить. Для этого на верхней панели страницы нажмите кнопку <span style="font-weight: bold;">Сохранить</span>.</p>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">После этого сотрудники могут просмотреть её в разделе <span style="font-weight: bold;">Компания > Структура компании</span>.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Назначение пользователей на должности</span></h2>
|
||||
<p class="p_Normal">После создания и сохранения организационной структуры можно назначить пользователей на должности. </p>
|
||||
<p class="p_Normal">Обратите внимание, одного пользователя можно назначить на несколько должностей.</p>
|
||||
<p class="p_Normal">Перейдите в раздел <span style="font-weight: bold;">Администрирование > Пользователи</span> и выполните одно из следующих действий:</p>
|
||||
<ul style="list-style-type:disc">
|
||||
<li class="p_Normal">нажмите <span style="font-weight: bold;">+ Пользователь</span> и заполните форму <a href="360004833572.html#invite" class="topiclink">приглашения пользователя</a> в систему;</li><li class="p_Normal">выберите профиль пользователя и отредактируйте его данные.</li></ul>
|
||||
<p class="p_Normal">В поле <span style="font-weight: bold;">Должность</span> начните вводить название должности или нажмите значок лупы, чтобы просмотреть оргструктуру компании и выбрать нужную позицию.</p>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;"><img alt="поле должность" width="842" height="593" style="margin:0;width:842px;height:593px;border:none" src="hmfile_hash_533b749c.png"/></p>
|
||||
<p class="p_Normal">Если вы выбрали должность, которая предназначена для одного работника и уже занята, откроется окно с предупреждением, где будет указан сотрудник в этой должности. Вы можете снять сотрудника с должности или выбрать ему другую, <a href="360004833572.html#edit" class="topiclink">отредактировав профиль</a>. После сохранения изменений назначьте на освободившуюся должность нового пользователя.</p>
|
||||
<p class="p_Normal"><img alt="company-structure-1" width="926" height="364" style="margin:0;width:926px;height:364px;border:none" src="company-structure-1.png"/></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Изменение оргструктуры</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Если в ходе работы у вас появилась необходимость внести коррективы в организационную структуру, перейдите на страницу <span style="font-weight: bold;">Орг. структура</span>, внесите изменения и нажмите кнопку <span style="font-weight: bold;">Сохранить</span>. После этого внесённые изменения станут доступны в системе.</p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Экспорт оргструктуры </span></h2>
|
||||
<p class="p_Normal">Вы можете загрузить оргструктуру себе на компьютер в формате <span style="font-weight: bold;">.png</span> или <span style="font-weight: bold;">.pdf</span>. Для этого на верхней панели страницы нажмите кнопку <span style="font-weight: bold;">Экспорт в PNG</span> или <span style="font-weight: bold;">Экспорт в PDF</span>. Оргструктура также выгружается при <a href="configuration.html" class="topiclink">экспорте конфигурации системы</a>.</p>
|
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|
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|
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|
||||
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
<html lang="en">
|
||||
<html lang="ru">
|
||||
|
||||
<head>
|
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<title>Users </title>
|
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<title>Управление пользователями</title>
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||||
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|
||||
<meta name="description" content="Управление пользователями осуществляется в разделе Администрирование > Пользователи. Здесь вы можете:" />
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@ -63,7 +65,7 @@
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
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||||
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||||
@ -78,8 +80,8 @@
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||||
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@ -92,15 +94,15 @@
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|
||||
|
||||
<div class="topic__breadcrumbs">
|
||||
<p>System settings / Users </p>
|
||||
<p>Администрирование системы / Управление пользователями</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
<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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Управление пользователями</span></h1>
|
||||
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|
||||
|
||||
</header>
|
||||
@ -109,124 +111,136 @@
|
||||
<a href="#h1-article" class="scroll-top"></a>
|
||||
</div>
|
||||
<!-- Placeholder for topic body. -->
|
||||
<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 > Users</span>. Here you can:</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Управление пользователями осуществляется в разделе <span style="font-weight: bold;">Администрирование > Пользователи</span>. Здесь вы можете:</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> users to your 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> by sending them an invitation to their email or phone 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 them from another corporate system, such as <a href="import_ad_ldap.html" class="topiclink">Active 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> and <a href="360004833572.html#reset" class="topiclink">unlock</a> user access to the 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 job 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 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 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 the user 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 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 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 </span><span style="color: #0000ff; background-color: #ffffff;"><a href="360004833572.html#lock" class="topiclink">locked manually</a></span><span style="background-color: #ffffff;"> and users with </span><span style="color: #0000ff; background-color: #ffffff;"><a href="360004833572.html#cancel-inviting" class="topiclink">canceled</a></span><span style="background-color: #ffffff;"> 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 > </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>
|
||||
<div id="TOGGLE0186A1" class="dropdown-toggle-body" 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;">
|
||||
<li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">добавить пользователя в компанию:</li></ul>
|
||||
<ul style="list-style-type:circle"><ul style="list-style-type:square">
|
||||
<li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a href="360004833572.html#invite" class="topiclink">вручную</a>, отправив ему приглашение на электронную почту или номер телефона;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">импортировать из другой корпоративной системы, например из <a href="/ru/help/business_solutions/import_ad_ldap.html" target="_blank" class="weblink">Active Directory/LDAP</a>;</li></ul></li></ul>
|
||||
<ul style="list-style-type:disc">
|
||||
<li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a href="360004833572.html#lock" class="topiclink">блокировать</a> и <a href="360004833572.html#restore_access" class="topiclink">разблокировать</a> доступ пользователя к системе;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">назначить его на должность;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">добавить в группу;</li><li class="p_Normal"><a href="360004833572.html#restore" class="topiclink">восстановить пароль</a>;</li><li class="p_Normal"><a href="360004833572.html#delete-and-restore-users" class="topiclink">удалить пользовательский аккаунт</a>.</li></ul>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Начало внимание</span></p>
|
||||
<p class="p_Normal">Эти действия выполняются для внутренних пользователей системы и доступны только <a href="360006871932.html#administrators" class="topiclink">администратору</a>. <a href="external-users.html" class="topiclink">Внешние пользователи</a> портала добавляются и редактируются в разделе <a href="system_objects.html" class="topiclink">Системные справочники</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Конец внимание</span></p>
|
||||
<p class="p_Normal">В списке на странице <span style="font-weight: bold;">Пользователи</span> отображаются сотрудники со статусами <span style="font-weight: bold;">Активный</span>, <span style="font-weight: bold;">Приглашен</span>, <span style="font-weight: bold;">Заблокирован</span>, <span style="font-weight: bold;">Приглашение отменено</span>. Чтобы увидеть <a href="360004833572.html#lock" class="topiclink">заблокированных вручную</a> пользователей или тех, чьи приглашения были <a href="360004833572.html#cancel-inviting" class="topiclink">отменены</a>, воспользуйтесь <a href="360004833572.html#search-users" class="topiclink">поиском по параметрам.</a></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">Вы можете выбрать пользователей в списке и применить к ним массовые действия: заблокировать и разблокировать, удалить и восстановить, а также изменить сервер AD/LDAP.</p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">Чтобы посмотреть, кто из сотрудников взаимодействует с системой ELMA365 в данный момент, перейдите в раздел <span style="font-weight: bold;">Администрирование > </span><a href="active-users.html" class="topiclink">Активные пользователи</a>.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="invite" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Пригласить пользователя</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Чтобы добавить в компанию нового пользователя, необходимо отправить ему приглашение на электронную почту или номер телефона. </p>
|
||||
<p class="p_Normal">Для отправки приглашения на номер телефона необходимо включить <a href="security_settings.html#mobile" class="topiclink">расширенную аутентификацию</a>. </p>
|
||||
<p class="p_Normal"><a id="setting-invitation-recovery" class="hmanchor"></a>Отправка приглашений новым пользователям и <a href="360004833572.html#restore" class="topiclink">писем для восстановления пароля</a> в поставке SaaS задана по умолчанию, а в поставке On‑Premises настраивается отдельно.</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')">Настройка отправки приглашений на электронную почту для ELMA365 On-Premises</a></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 class="p_Normal" style="page-break-after: avoid;"> <br />
|
||||
Follow the steps below to configure it:</p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Для настройки выполните следующие действия:</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>
|
||||
<li class="p_Normal">в On-Premises Standard — задайте параметры соединения с SMTP‑сервером в файле <code><b>config-elma365.txt</b></code> и обновите систему. Подробнее об этом читайте в статье <a href="change-elma365standard-parameters.html#smtp-server-settings" class="topiclink">«Изменение параметров ELMA365 Standard»</a>;</li><li class="p_Normal">в On-Premises Enterprise — задайте параметры соединения с SMTP‑сервером в файле <code><b>values-elma365.yaml</b></code> и обновите систему. Подробнее об этом читайте в статье <a href="change-settings-enterprise.html#connect-smtp-server" class="topiclink">«Изменение параметров ELMA365 Enterprise»</a>.</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;">></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>
|
||||
<p class="p_Normal">Перейдите в раздел <span style="font-weight: bold;">Администрирование > Пользователи </span>и в правом верхнем углу нажмите кнопку <span style="font-weight: bold;">+ Пользователь</span>.</p>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;"><img alt="user_managment-1" width="1030" height="341" style="margin:0;width:1030px;height:341px;border:none" src="user_managment-1.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Появится форма <span style="font-weight: bold;">Приглашение пользователя</span>.<a id="add" class="hmanchor"></a></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="add-user-2" width="634" height="762" style="margin:0;width:634px;height:762px;border:none" src="add-user-2.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Заполните поля:</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>
|
||||
<li><span style="font-weight: bold;">Эл. почта</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;"> </span>— почта, на которую нужно отправить приглашение. Электронный адрес уникален для каждого пользователя. Если в системе уже есть пользователь с указанным адресом, отправить приглашение нельзя. Если у вас включена аутентификация по номеру телефона, заполнять поле необязательно; </li><li><span style="font-weight: bold;">ФИО </span>— фамилия, имя и отчество приглашаемого пользователя;</li><li><span style="font-weight: bold;">Сотовый </span>— номер мобильного телефона сотрудника. Если у вас включена аутентификация по номеру телефона, приглашение в компанию придёт на указанный номер. Обратите внимание, если вы заполните поле <span style="font-weight: bold;">Эл. почта</span>, приглашение будет отправлено не на телефон, а на электронный адрес пользователя; </li><li><span style="font-weight: bold;">Рабочий</span> — номер рабочего телефона сотрудника. Добавочный номер указывается через <a href="360009707032.html#phone-number" class="topiclink">разделитель</a>, например, после «доб»; </li><li><span style="font-weight: bold;">Дата рождения</span> — дата рождения сотрудника;</li><li><span style="font-weight: bold;">Дата приема на работу</span><span style="font-weight: bold; color: #ff0000;">* </span>— по умолчанию отображается текущая дата;</li><li><span style="font-weight: bold;">Часовой пояс</span> — часовой пояс, в котором находится пользователь. По умолчанию установлен часовой пояс компании;</li><li><span style="font-weight: bold;">Отображаемая должность</span> — если сотрудник назначается на несколько должностей, укажите, какая из них будет отображаться в его профиле, а также в списках пользователей в разделе <a href="360011604960.html" class="topiclink">Компания</a>; </li><li class="p_Normal"><span style="font-weight: bold;">Должность</span> — выберите одну или несколько должностей из <a href="360003861992.html" class="topiclink">оргструктуры компании</a>.</li></ul>
|
||||
<p class="p_Normal" style="margin: 0 0 0 36px;">Если вы выбрали должность, которая уже занята, откроется окно с предупреждением, где будет указан сотрудник в этой должности. Вы можете снять сотрудника с должности или выбрать ему другую, <a href="360004833572.html#edit" class="topiclink">отредактировав профиль</a>. После сохранения изменений назначьте на освободившуюся должность нового пользователя;</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 user’s 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>
|
||||
<li class="p_Normal"><a id="business-calendar" class="hmanchor"></a><span style="font-weight: bold;">Рабочий календарь</span> — выберите <a href="360004890291.html" class="topiclink">рабочий календарь</a> из выпадающего списка. Настроенный в календаре режим работы будет применяться для <a href="360012495611.html#deadline" class="topiclink">расчёта срока выполнения задач</a>, назначенных на пользователя; </li></ul>
|
||||
<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 employee’s 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 user’s 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>
|
||||
<li><span style="font-weight: bold;">Группы</span> — выберите группы, в которых должен состоять сотрудник;</li><li><span style="font-weight: bold;">Фотография</span> — загрузите фотографию сотрудника;</li><li><a id="accounts" class="hmanchor"></a><span style="font-weight: bold;">Учетные записи</span> — выберите мессенджер или социальную сеть из списка и введите учётные данные сотрудника. Вы можете добавить несколько учётных записей;</li><li><span style="font-weight: bold;">Дополнительные данные</span> — вы можете заполнить это поле вручную, с помощью скрипта или через <a href="ad_ldap.html" class="topiclink">импорт из AD/LDAP</a>.</li></ul>
|
||||
<p class="p_Normal">После того как все данные внесены, нажмите кнопку <span style="font-weight: bold;">Выслать</span> <span style="font-weight: bold;">приглашение</span>. На указанную электронную почту или номер телефона будет отправлено сообщение с ссылкой-приглашением, которое действительно в течение трёх дней. Имя сотрудника появится в списке пользователей со статусом <span style="font-weight: bold;">Приглашен</span>.</p>
|
||||
<p class="p_Normal">Пользователю нужно перейти по ссылке и заполнить открывшуюся форму личными данными: пароль, ФИО, сотовый телефон. Таким образом он будет авторизован в ELMA365 и сможет начать работу в системе. Его статус изменится на <span style="font-weight: bold;">Активный</span>. </p>
|
||||
<p class="p_Normal">Если пользователь был <a href="/ru/help/business_solutions/import_ad_ldap.html" target="_blank" class="weblink">импортирован из AD/LDAP</a>, ему автоматически присваивается статус <span style="font-weight: bold;">Активный</span>. Он может войти в систему по своему логину и паролю из AD/LDAP.</p>
|
||||
<h3 class="p_Heading3" style="margin: 19px 0 0 0;"><span class="f_Heading3" style="font-size: 19px;">Отправить приглашение повторно</span></h3>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">При необходимости приглашение можно выслать повторно. Для этого откройте профиль пользователя и нажмите кнопку <span style="font-weight: bold;">Пригласить еще раз</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="user_managment-2" width="596" height="445" style="margin:0;width:596px;height:445px;border:none" src="user_managment-2.png"/></p>
|
||||
<h3 class="p_Heading3" style="margin: 19px 0 0 0;"><a id="cancel-inviting" class="hmanchor"></a><span class="f_Heading3" style="font-size: 19px;">Отменить приглашение</span></h3>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Вы также можете отменить высланное приглашение. Для этого откройте профиль пользователя и нажмите <span style="font-weight: bold;">Отменить приглашение</span>.</p>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;"><img alt="user_managment-3" width="602" height="445" style="margin:0;width:602px;height:445px;border:none" src="user_managment-3.png"/></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Отредактировать профиль пользователя</span><a id="edit" class="hmanchor"></a></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Если вам необходимо откорректировать информацию о сотруднике, например, изменить должность, откройте нужный профиль и нажмите кнопку <span style="font-weight: bold;">Редактировать</span>.</p>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;"><img alt="user_managment-11" width="868" height="666" style="margin:0;width:868px;height:666px;border:none" src="user_managment-11.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Внесите необходимые изменения в поля на открывшейся форме, а затем нажмите кнопку <span style="font-weight: bold;">Сохранить</span>.</p>
|
||||
<p class="p_Normal">Обратите внимание, поле <span style="font-weight: bold;">Эл. почта</span> можно отредактировать только в <a href="elma365-on-premises.html" class="topiclink">ELMA365 On‑Premises</a>.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Восстановить пароль</span><a id="restore" class="hmanchor"></a></h2>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Если пользователь забыл пароль или не может авторизоваться в системе, можно воспользоваться восстановлением пароля.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Откройте профиль пользователя и нажмите <span style="font-weight: bold;">Восстановить пароль</span>. На указанную почту пользователю придёт ссылка для восстановления пароля.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="user_managment-10" width="868" height="665" style="margin:0;width:868px;height:665px;border:none" src="user_managment-10.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Перейдя по ссылке, пользователь получит возможность ввести новый пароль и сохранить его.</p>
|
||||
<h2 class="p_Heading2"><a id="lock" class="hmanchor"></a><span class="f_Heading2">Ограничить пользователю доступ в систему</span></h2>
|
||||
<p style="line-height: 1.28;">Вы можете вручную ограничить доступ в систему, заблокировав аккаунт сотрудника, например, при окончании рабочего контракта. Кроме того, вход в систему может быть заблокирован автоматически, если пользователь несколько раз ввёл неверный пароль при авторизации. Эту функцию можно включить на странице <a href="security_settings.html#incorrect-password" class="topiclink">Настройки безопасности</a>. </p>
|
||||
<p style="margin: 7px 0 16px 0;">Чтобы ограничить доступ к корпоративной информации, заблокируйте аккаунт пользователя одним из следующих способов:</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 employee’s 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 user’s 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>
|
||||
<li style="margin-top: 7px; margin-right: 0; margin-bottom: 16px;">отметьте одного или нескольких сотрудников в списке, затем нажмите на появившуюся кнопу <span style="font-weight: bold;">С выделенными…</span> и выберите действие <span style="font-weight: bold;">Заблокировать</span>;</li><li style="margin-top: 7px; margin-right: 0; margin-bottom: 16px;">перейдите в профиль нужного сотрудника и нажмите кнопку <span style="font-weight: bold;">Блокировать</span>.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="user_managment-4" width="672" height="522" style="margin:0;width:672px;height:522px;border:none" src="user_managment-4.png"/></p>
|
||||
<p class="p_Normal">Если у пользователя есть незавершённые задачи, то при блокировке аккаунта вы увидите список этих задач. Рекомендуется переназначить или завершить активные задачи перед тем, как продолжить. Нажмите на название задачи, чтобы перейти к ней и выполнить необходимые действия. </p>
|
||||
<p class="p_Normal"><img alt="user_managment-8" width="874" height="416" style="margin:0;width:874px;height:416px;border:none" src="user_managment-8.png"/></p>
|
||||
<p class="p_Normal">Для блокировки пользователя без закрытия задач нажмите <span style="font-weight: bold;">Всё равно продолжить</span>. </p>
|
||||
<p class="p_Normal">Статус пользователя изменится на <span style="font-weight: bold;">Заблокирован</span>. Он не сможет авторизоваться в системе.</p>
|
||||
<p class="p_Normal">Обратите внимание, блокировать можно только активных пользователей. Заблокированный пользователь перестаёт отображаться в общем списке пользователей. Его <a href="licences.html#registered" class="topiclink">именная лицензия</a> освобождается.</p>
|
||||
<h3 class="p_Heading3"><a id="restore_access" class="hmanchor"></a><span class="f_Heading3">Восстановить доступ</span></h3>
|
||||
<p class="p_Normal">Чтобы вернуть пользователю доступ к системе, найдите его через <a href="360009669952.html#expanded_search" class="topiclink">поиск по параметрам</a>, указав в поле <span style="font-weight: bold;">Статус</span> значение <span style="font-weight: bold;">Заблокирован</span>. Далее восстановите доступ одним из следующих способов:</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 employee’s 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 user’s 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 employee’s 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>
|
||||
<li style="margin-top: 7px; margin-right: 0; margin-bottom: 16px;">отметьте одного или нескольких сотрудников в списке, затем нажмите на появившуюся кнопу <span style="font-weight: bold;">С выделенными…</span> и выберите действие <span style="font-weight: bold;">Разблокировать</span>;</li><li style="margin-top: 7px; margin-right: 0; margin-bottom: 16px;">перейдите в профиль нужного сотрудника и нажмите кнопку <span style="font-weight: bold;">Разблокировать</span>.</li></ul>
|
||||
<p class="p_Normal"><img alt="user_managment-9" width="622" height="524" style="margin:0;width:622px;height:524px;border:none" src="user_managment-9.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">После этого сотрудник отобразится в общем списке активных пользователей и сможет авторизоваться в системе.</p>
|
||||
<h3 class="p_Heading3"><a id="automatic_blocking" class="hmanchor"></a><span class="f_Heading3">Настроить автоматическую блокировку пользователя </span></h3>
|
||||
<p class="p_Normal">Если вы задали определённые требования для авторизации в системе на странице <a href="security_settings.html" class="topiclink">Настройки безопасности</a>, при вводе неверного пароля возможность входа для пользователя будет автоматически блокироваться. В этом случае статус пользователя останется <span style="font-weight: bold;">Активный</span>, однако в его профиле на правой боковой панели в блоке <span style="font-weight: bold;">Политика паролей</span> появится отметка <span style="font-weight: bold;">Вход заблокирован</span>. </p>
|
||||
<p class="p_Normal">Чтобы восстановить доступ к системе, откройте профиль сотрудника и нажмите на отметку <span style="font-weight: bold;">Вход заблокирован</span>. </p>
|
||||
<p class="p_Normal"><img alt="user_managment-7" width="811" height="430" style="margin:0;width:811px;height:430px;border:none" src="user_managment-7.png"/></p>
|
||||
<p class="p_Normal">После подтверждения действия вход в систему для сотрудника станет доступен.</p>
|
||||
<h2 class="p_Heading2"><a id="delete-and-restore-users" class="hmanchor"></a><span class="f_Heading2">Удалить пользователя</span></h2>
|
||||
<p class="p_Normal">Вы можете удалить аккаунт пользователя, например, при прекращении трудовых отношений. Пользователь не сможет авторизоваться, а его данные будут стёрты из системы.</p>
|
||||
<p class="p_Normal">Удалить можно пользователя в любом статусе: активного, приглашённого или заблокированного. Статус при удалении не меняется.</p>
|
||||
<p class="p_Normal">Чтобы удалить пользователя, используйте один из следующих способов:</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 employee’s 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>
|
||||
<li style="margin-top: 7px; margin-right: 0; margin-bottom: 16px;">отметьте одного или нескольких сотрудников в списке, затем нажмите на появившуюся кнопу <span style="font-weight: bold;">С выделенными…</span> и выберите нужное действие;</li><li style="margin-top: 7px; margin-right: 0; margin-bottom: 16px;">перейдите в профиль нужного сотрудника и нажмите кнопку <span style="font-weight: bold;">Удалить</span>.</li></ul>
|
||||
<p class="p_Normal"><img alt="user_management-12" width="980" height="753" style="margin:0;width:980px;height:753px;border:none" src="user_management-12.png"/></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Если у пользователя есть незавершённые задачи, вы увидите их в виде списка. Рекомендуем переназначить или завершить активные задачи перед тем, как продолжить. Для этого нажмите на название задачи и в её карточке выполните необходимые действия.</span></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Чтобы удалить пользователя без закрытия задач, нажмите </span><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Всё равно продолжить</span><span style="font-size: 15px; font-family: Inter;">.</span></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="user_management-13" width="1038" height="581" style="margin:0;width:1038px;height:581px;border:none" src="user_management-13.png"/></p>
|
||||
<p class="p_Normal">После удалении пользователя в системе выполняется следующее:</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 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 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>
|
||||
<li class="p_Normal">удаляются данные о пользователе, и он не сможет авторизоваться в системе;</li><li class="p_Normal">очищаются занимаемые пользователем должности в <a href="360003861992.html" class="topiclink">оргструктуре</a>;</li><li class="p_Normal">пользователь удаляется из списка исполнителей в назначенных на него задачах;</li><li class="p_Normal">созданные пользователем элементы, файлы, отправленные сообщения отображаются без указания автора;</li><li class="p_Normal">сотрудники теряют доступ к переписке с удалённым пользователем в разделе <span style="font-weight: bold;">Сообщения</span>.</li></ul>
|
||||
<p class="p_Normal">Если вы импортируете пользователей из Active Directory/LDAP или создаёте их при помощи интеграции с провайдером SAML или OAuth2, удаление аккаунта позволяет освободить логин для повторного использования.</p>
|
||||
<h3 class="p_Heading3"><a id="restore-user" class="hmanchor"></a><span class="f_Heading3">Восстановить пользователя</span></h3>
|
||||
<p class="p_Normal">Удалённого пользователя можно восстановить. При этом восстанавливаются и все его данные в системе. </p>
|
||||
<p class="p_Normal">Пользователь будет восстановлен с тем же статусом, который имел до удаления. Он снова будет указан в качестве исполнителя в назначенных на него задачах, подписан как автор элементов, файлов, сообщений в ленте и т. д. Прежняя переписка с ним станет доступна для других сотрудников в разделе <span style="font-weight: bold;">Сообщения</span>.</p>
|
||||
<p class="p_Normal">При удалении пользователя его должность в оргструктуре освобождается. При восстановлении <a href="360004833572.html#edit" class="topiclink">отредактируйте профиль</a> сотрудника и укажите для него должность.</p>
|
||||
<p style="line-height: 1.28; page-break-after: avoid; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Чтобы восстановить удалённого пользователя, найдите его с помощью фильтра </span><a href="360009669952.html#search_deleted" class="topiclink">Удаленные</a><span style="font-size: 15px; font-family: Inter;">.</span></p>
|
||||
<p style="margin: 0 0 11px 0;">Далее используйте один из следующих способов:</p>
|
||||
<ul style="list-style-type:disc">
|
||||
<li style="margin-top: 7px; margin-right: 0; margin-bottom: 16px;">отметьте одного или нескольких сотрудников в списке, затем нажмите на появившуюся кнопу <span style="font-weight: bold;">С выделенными…</span> и выберите действие <span style="font-weight: bold;">Восстановить</span>;</li><li style="margin-top: 7px; margin-right: 0; margin-bottom: 16px;">перейдите в профиль нужного сотрудника и нажмите кнопку <span style="font-weight: bold;">Восстановить</span>.</li></ul>
|
||||
<p style="line-height: 1.28; page-break-after: avoid; margin: 0 0 11px 0;"><img alt="user_management-15" width="898" height="725" style="margin:0;width:898px;height:725px;border:none" src="user_management-15.png"/></p>
|
||||
<p class="p_Normal">Обратите внимание, если вы импортировали другого пользователя с таким же логином, восстановление удалённого аккаунта невозможно.</p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Изменить источник интеграции Active Directory/LDAP </span></h2>
|
||||
<p class="p_Normal">Вы можете изменить источник учётных записей пользователей, импортированных из <a href="/ru/help/business_solutions/ad_ldap.html" target="_blank" class="weblink">Active Directory/LDAP</a>. </p>
|
||||
<p class="p_Normal">Например, если вы загрузили пользователей в ELMA365, а затем переместили их данные на другой сервер AD/LDAP, обновите источник интеграции в карточках этих пользователей. </p>
|
||||
<p style="margin: 7px 0 16px 0;">Для этого используйте один из следующих способов:</p>
|
||||
<ul style="list-style-type:disc">
|
||||
<li style="margin-top: 7px; margin-right: 0; margin-bottom: 16px;">отметьте одного или нескольких пользователей в списке, затем нажмите на появившуюся кнопку <span style="font-weight: bold;">С выделенными…</span> и выберите действие <span style="font-weight: bold;">Изменить сервер AD/LDAP</span>;</li><li style="margin-top: 7px; margin-right: 0; margin-bottom: 16px;">откройте профиль нужного сотрудника, затем на боковой панели карточки в поле <span style="font-weight: bold;">Источник </span>нажмите кнопку <span style="font-weight: bold;">Изменить </span>и выберите нужный сервер. </li></ul>
|
||||
<p class="p_Normal"><img alt="user_managment-18" width="678" height="507" style="margin:0;width:678px;height:507px;border:none" src="user_managment-18.png"/> </p>
|
||||
<h2 class="p_Heading2"><a id="search-users" class="hmanchor"></a><span class="f_Heading2">Найти пользователя</span></h2>
|
||||
<p style="margin: 14px 0 0 0;">Вы можете найти пользователя по Ф. И. О., электронной почте или логину. Для этого начните вводить слово в строке поиска и нажмите <span style="font-weight: bold;">Enter</span>. </p>
|
||||
<p style="margin: 14px 0 0 0;">Чтобы использовать другие параметры поиска, нажмите значок фильтра. Например, можно найти пользователя по должности в <a href="360003861992.html" class="topiclink">оргструктуре</a> или <a href="360007146071.html" class="topiclink">группе</a>, в которую он включён.</p>
|
||||
<p style="margin: 14px 0 0 0;">Для поиска заблокированных пользователей или тех, чьи приглашения были отменены, укажите в поле <span style="font-weight: bold;">Статус</span> соответствующее значение. <span style="font-size: 15px; font-family: Inter;">Удалённых пользователей можно найти с помощью </span><span style="font-size: 15px; font-family: Inter; color: #0000ff;"><a href="360009669952.html#search_deleted" class="topiclink">фильтра Удаленные</a></span><span style="font-size: 15px; font-family: Inter;">.</span></p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Настроить отображение пользователей</span></h2>
|
||||
<p class="p_Normal">Профили пользователей представлены на странице в виде таблицы. Для других сотрудников эта таблица также отображается при поиске в поле типа <a href="360009707032.html#users" class="topiclink">Пользователи</a>. </p>
|
||||
<p class="p_Normal">Вы можете изменить внешний вид таблицы: </p>
|
||||
<ul style="list-style-type:disc">
|
||||
<li class="p_Normal">добавить или удалить столбцы с данными;</li><li class="p_Normal">поменять колонки местами;</li><li class="p_Normal">задать сортировку записей по определённому параметру.</li></ul>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Начало внимание</span></p>
|
||||
<p class="p_Normal">Настройка таблицы доступна после включения фича-флага <code><b>enableCustomUsersApplicationSettings</b></code>. Для этого обратитесь в техподдержку ELMA365.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Конец внимание</span></p>
|
||||
<p class="p_Normal">Чтобы <a href="360009923311.html#table_settings" class="topiclink">настроить таблицу</a>, в правом верхнем углу страницы нажмите значок шестерёнки. </p>
|
||||
|
||||
<div class="bottom-nav">
|
||||
|
||||
<a id="prev-link" class="topic__navi_prev" href="360003861992.html">
|
||||
<a id="prev-link" class="topic__navi_prev" href="360006871932.html">
|
||||
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
|
||||
class="bottom-nav__link">360003861992.html</span>
|
||||
class="bottom-nav__link">360006871932.html</span>
|
||||
</a>
|
||||
|
||||
|
||||
@ -237,7 +251,7 @@ Follow the steps below to configure it:</p>
|
||||
|
||||
</div>
|
||||
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
|
||||
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
|
||||
<div class="feedback-wrap"><div class="feedback" id="feedback"><span><b>Была ли статья полезной?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx">Спасибо за ваш отзыв!</div><div id="feedback-success-popup"><div class="wrap"><button type="button" class="feedback-popup-close">×</button><svg width="44" height="44" viewBox="0 0 44 44" fill="none" xmlns="http://www.w3.org/2000/svg"><g clip-path="url(#clip0_212_2187)"><path d="M22 0.6875C10.2294 0.6875 0.6875 10.2294 0.6875 22C0.6875 33.7706 10.2294 43.3125 22 43.3125C33.7706 43.3125 43.3125 33.7706 43.3125 22C43.3125 10.2294 33.7706 0.6875 22 0.6875ZM22 40.5625C11.8023 40.5625 3.4375 32.3078 3.4375 22C3.4375 11.8024 11.6922 3.4375 22 3.4375C32.1977 3.4375 40.5625 11.6922 40.5625 22C40.5625 32.1976 32.3078 40.5625 22 40.5625ZM34.1713 16.933L18.6613 32.3186C18.257 32.7197 17.604 32.7171 17.203 32.3128L9.82283 24.873C9.42176 24.4686 9.42434 23.8157 9.82867 23.4146L10.5609 22.6884C10.9652 22.2873 11.6181 22.2899 12.0192 22.6942L17.9468 28.6697L31.9926 14.7366C32.3969 14.3356 33.0498 14.3382 33.4509 14.7425L34.1772 15.4747C34.5783 15.879 34.5757 16.532 34.1713 16.933Z" fill="#27AE60"></path></g><defs><clipPath id="clip0_212_2187"><rect width="44" height="44" fill="white"></rect></clipPath></defs></svg><p>Ваш отзыв успешно отправлен!</p><span>Спасибо за обратную связь.</span></div></div><div class="feedback__popup" id="feedback__popup_why"><button type="button" class="feedback-popup-close">×</button><div class="feedback__popup-header">Уточните, почему:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Рекомендации не помогли</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Текст трудно понять</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Нет ответа на мой вопрос</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Содержание статьи не соответствует заголовку</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Другая причина</label></div><div class="feedback__popup" id="feedback__popup-other"><button type="button" class="feedback-popup-close">×</button> <div class="feedback__popup-header">Расскажите, что вам не понравилось в статье:</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Отправить"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg"/><span class="feedback-form__btn-group_yes-btn">Да</span></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg"/><span class="feedback-form__btn-group_no-btn">Нет</span></label></div><select name="category"><option disabled>Выберите вариант</option><option value="bad_recommendation" selected>Рекомендации не помогли</option><option value="difficult_text">Текст трудно понять</option><option value="no_answer">Нет ответа на мой вопрос</option><option value="bad_header">Содержание статьи не соответствует заголовку</option><option value="other_reason">Другая причина</option></select><input type="submit"></form></div></div>
|
||||
|
||||
</section>
|
||||
</div>
|
||||
@ -245,7 +259,7 @@ Follow the steps below to configure it:</p>
|
||||
<input type="checkbox" />
|
||||
<div class="article__arrow"></div>
|
||||
<div class="table-of-contents elma365-right" id="toc2Content">
|
||||
<h3 class="h3-toc">In this topic</h3>
|
||||
<h3 class="h3-toc">В этой статье</h3>
|
||||
<nav id="toc2"></nav>
|
||||
</div>
|
||||
</aside>
|
||||
@ -256,30 +270,63 @@ Follow the steps below to configure it:</p>
|
||||
<div class="footer-container">
|
||||
<div class="footer-mobile">
|
||||
|
||||
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
|
||||
<ul class="footer-mobile__list"><li><a href="https://api.elma365.com/ru/" target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/" target="_blank">TS SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/elma365" target="_blank">Академия</a></li></ul><ul class="footer-mobile__list"><li><a href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li></ul>
|
||||
|
||||
|
||||
</div>
|
||||
<div class="footer-wrap">
|
||||
<div class="container">
|
||||
<div class="footer-wrap">
|
||||
|
||||
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
|
||||
<div><span class="mobile-question-popup">Отправить фидбэк</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Задать вопрос</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Отправить"></div></form><div class="hidden fade-in question-success-xs">Ваш фидбэк отправлен.</div></div>
|
||||
|
||||
<div class="footer-flex-b">
|
||||
<span class="footer-copy">© 2025 BRIX</span>
|
||||
<ul class="footer-list">
|
||||
<div class="footer-flex-b">
|
||||
<div class="footer-top">
|
||||
<span class="footer-copy">© 2025
|
||||
ELMA365
|
||||
|
||||
<li class="footer-item">
|
||||
<a href="#" class="arrow-top" style="display: block;"></a>
|
||||
</li>
|
||||
|
||||
</ul>
|
||||
</span>
|
||||
|
||||
<a href="https://navigator.sk.ru/orn/1122971" target="_blank">
|
||||
<img src="sk-resident.svg" alt="sk icon" class="footer-img" width="117" height="34">
|
||||
</a>
|
||||
|
||||
</div>
|
||||
<div class="footer-line">
|
||||
|
||||
<div class="footer-line-copy">
|
||||
<span class="footer-copy">© 2025
|
||||
ELMA365
|
||||
|
||||
|
||||
</span>
|
||||
</div>
|
||||
|
||||
<ul class="footer-list">
|
||||
|
||||
<li class="footer-item"><a href="https://elma365.com/ru/" target="_blank" class="footer-link" style="color: #0D4A75;"><img src="browse.svg" alt="browse icon" class="footer-img">elma365.com</a></li><li class="footer-item"><a href="https://www.youtube.com/user/ELMABPM" target="_blank" class="footer-link"><img src="yt.svg" alt="youtube icon" class="footer-img"></a></li><li class="footer-item"><a href="https://vk.com/elma_bpm" target="_blank" class="footer-link"><img src="vk.svg" alt="vk icon" class="footer-img"></a></li><li class="footer-item"><a href="https://t.me/elmaday" target="_blank" class="footer-link"><img src="tg.svg" alt="telegram icon" class="footer-img"></a></li><li class="footer-item"><a href="https://dzen.ru/elma" target="_blank" class="footer-link"><img src="dzen.svg" alt="dzen icon" class="footer-img"></a></li>
|
||||
|
||||
|
||||
<li class="footer-item">
|
||||
<a href="https://navigator.sk.ru/orn/1122971" target="_blank">
|
||||
<img src="sk-resident.svg" alt="sk icon" class="footer-img" width="117" height="34">
|
||||
</a>
|
||||
</li>
|
||||
|
||||
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<a href="#" class="arrow-top"></a>
|
||||
</div>
|
||||
|
||||
</footer>
|
||||
<!-- <script type="text/javascript" src="jquery1.min.js"></script>-->
|
||||
<iframe name="hmnavigation" style="display:none!important"></iframe>
|
||||
<script src="./jquery-ui.js"></script>
|
||||
<!--<script src="./jquery-ui.js"></script> -->
|
||||
<script src="./jquery-ui.min.js"></script>
|
||||
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
|
||||
<script src="./jquery.tocify.min.js"></script>
|
||||
<script src="./TypoReporter.min.js"></script>
|
||||
|
||||
@ -1,19 +1,20 @@
|
||||
<!DOCTYPE html>
|
||||
<html lang="en">
|
||||
<html lang="ru">
|
||||
|
||||
<head>
|
||||
<title>Business Calendar</title>
|
||||
<title>Рабочий календарь</title>
|
||||
<meta name="generator" content="Help+Manual" />
|
||||
<meta name="keywords" content="" />
|
||||
<meta name="keywords" content="Администраторы,стартового события" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<meta name="description" content="The Business Calendar is used to specify working and non-working days, and establish the working hours. This information is used in business processes when calculating task..." />
|
||||
<meta name="description" content="На странице Рабочий календарь указываются рабочие, выходные и праздничные дни, а также продолжительность рабочего дня. Эта информация используется в бизнес-процессах при..." />
|
||||
<meta name="picture" content="" />
|
||||
<meta property="og:type" content="website" />
|
||||
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
|
||||
<meta property="og:url" content="https://brix365.com/en/help" />
|
||||
<meta property="og:title" content="Cправка по Low-code платформе ELMA365" />
|
||||
<meta property="og:url" content="https://elma365.com/ru/help" />
|
||||
<meta property="og:image" content="" />
|
||||
<meta property="og:site_name" content="ELMA365" />
|
||||
<link rel="icon" href="favicon.png" type="image/png" />
|
||||
|
||||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
|
||||
@ -23,6 +24,7 @@
|
||||
<link rel="stylesheet" href="./article.css" />
|
||||
<link rel="stylesheet" href="./glossary.css" />
|
||||
<link rel="stylesheet" href="./theme.css" />
|
||||
|
||||
<script type="text/javascript" src="jquery.js"></script>
|
||||
<script type="text/javascript" src="helpman_settings.js"></script>
|
||||
<script type="text/javascript" src="helpman_topicinit.js"></script>
|
||||
@ -34,16 +36,16 @@
|
||||
</head>
|
||||
|
||||
<body>
|
||||
|
||||
<script async src="https://www.googletagmanager.com/gtag/js?id=G-M6ETBEC1R9"></script><script>window.dataLayer=window.dataLayer || []; function gtag(){dataLayer.push(arguments);}gtag('js', new Date()); gtag('config', 'G-M6ETBEC1R9');</script>
|
||||
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
|
||||
|
||||
<header class="header elma-365">
|
||||
<div class="container">
|
||||
<a class="header__logo" href="https://brix365.com/en/help">
|
||||
<img src="./logo-en.svg" alt="header logo">
|
||||
<a class="header__logo" href="https://elma365.com/ru/help">
|
||||
<img src="./logo.svg" alt="header logo">
|
||||
</a>
|
||||
<!-- <div class="hero__search-form" id="search-panel">
|
||||
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
|
||||
<form class="search-form" onsubmit="ym(83179930,'reachGoal','poisk')">
|
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<label class="search-form__label">
|
||||
<span id="reset-search" class="search__icon"></span>
|
||||
<input class="search-form__input" type="text">
|
||||
@ -63,7 +65,7 @@
|
||||
</div>
|
||||
<div class="header__navi">
|
||||
|
||||
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|
||||
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|
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</div>
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@ -92,15 +94,15 @@
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<div class="article-inner">
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<div class="content">
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<header class="article__header">
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|
||||
|
||||
<div class="topic__breadcrumbs">
|
||||
<p>System settings / Business Calendar</p>
|
||||
<p>Администрирование системы / Рабочий календарь</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
<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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Рабочий календарь</span></h1>
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||||
<a href="#h1-article" class="scroll-top"></a>
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|
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<!-- Placeholder for topic body. -->
|
||||
<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_Normal">На странице<span style="font-weight: bold;"> Рабочий календарь</span> указываются рабочие, выходные и праздничные дни, а также продолжительность рабочего дня. Эта информация используется в бизнес-процессах при <a href="360012495611.html#deadline" class="topiclink">расчёте срока выполнения задач</a> и при <a href="360012496011.html#schedule" class="topiclink">запуске по расписанию</a>.</p>
|
||||
<p class="p_Normal">Например, процесс выдачи заработной платы запускается ежемесячно 10 и 20 числа. Если эти даты выпадают на выходной, старт процесса должен переноситься на предыдущий рабочий день. Для этого в настройках стартового события можно задать учёт рабочего календаря. </p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Начало 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_Normal">Настраивать рабочий календарь может только <a href="360006871932.html#administrators" class="topiclink">администратор системы</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Конец внимание</span></p>
|
||||
<p class="p_Normal">Go to <span style="font-weight: bold;">Administration > 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>
|
||||
<p class="p_Normal">Перейдите в раздел <span style="font-weight: bold;">Администрирование > Рабочий календарь</span>. На странице отображается режим работы компании, который по умолчанию используется для всех сотрудников. </p>
|
||||
<p class="p_Normal"><img alt="business-calendar-7" width="1006" height="370" style="margin:0;width:1006px;height:370px;border:none" src="business-calendar-7.png"/> </p>
|
||||
<p class="p_Normal">Начиная с версии 2024.11 в ELMA365 вы можете:</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>
|
||||
<div id="TOGGLE0186A1" class="dropdown-toggle-body" 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;">
|
||||
<li class="p_Normal"><a href="360004890291.html#edit-business-calendar" class="topiclink">изменить рабочий календарь</a>, продолжая использовать его по умолчанию для всех пользователей;</li><li class="p_Normal"><a href="360004890291.html#create-business-calendar" class="topiclink">создать рабочий календарь с нуля</a> или настроить несколько календарей с индивидуальным режимом работы и <a href="360004890291.html#personal-business-calendar" class="topiclink">назначить их для разных сотрудников</a>;</li><li class="p_Normal"><a href="360004890291.html#holidays" class="topiclink">создать производственный календарь</a> с праздничными и укороченными днями, которые применяются в вашей компании, и привязать его к определённому или всем рабочим календарям;</li><li class="p_Normal"><a href="360004890291.html#import-business-calendar" class="topiclink">импортировать рабочий и производственный календари</a>, настроенные в другой программе. </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')">Настройка рабочего календаря в системе версии до 2024.11</a></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"><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 ></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>
|
||||
<li value="1" class="p_Normal">Перейдите в раздел <span style="font-weight: bold;">Администрирование > Рабочий календарь</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 36px;"><img alt="business-calendar-2" width="862" height="480" style="margin:0;width:862px;height:480px;border:none" src="business-calendar-2.png"/></p>
|
||||
<ol style="list-style-type:upper-roman">
|
||||
<li value="1" class="p_Normal">Configure the following:</li></ol>
|
||||
<li value="2" class="p_Normal">Настройте:</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>
|
||||
<li class="p_Normal">режим работы — укажите начало и окончание рабочего дня, время обеденного перерыва;</li><li class="p_Normal">выходные дни недели — определите количество выходных дней в неделе, отметив их флажком. </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>
|
||||
<li value="3" class="p_Normal">Добавьте укороченные и праздничные дни. Для этого нажмите кнопку <span style="font-weight: bold;">+ Исключение</span>, укажите дату и выберите вариант:</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;"> </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>
|
||||
<li>для праздничного дня — включите опцию <span style="font-weight: bold;">Выходной</span>;</li><li>для сокращённого дня — укажите рабочие часы.</li></ul>
|
||||
<p style="text-indent: 1px; margin: 0 0 0 35px;"><img alt="business-calendar-5" width="760" height="263" style="margin:0;width:760px;height:263px;border:none" src="business-calendar-5.png"/></p>
|
||||
<p>Обратите внимание, указать прошедшую по календарю дату как укороченный или праздничный день нельзя. Вы можете удалить установленный день, нажав значок корзины.</p>
|
||||
<ol style="list-style-type:upper-roman">
|
||||
<li value="4" class="p_Normal">Загрузите данные о праздниках и укороченных днях за предыдущие года.</li></ol>
|
||||
<p class="p_Normal">Вы можете просмотреть и добавить в рабочий календарь укороченные и праздничные дни за прошлый период, используя кнопку <span style="font-weight: bold;">Загрузить за текущий год</span>. Данные можно отобразить последовательно за каждый год, начиная с текущего и до 1970 года. Название кнопки изменяется по мере загрузки данных.<br />
|
||||
</p>
|
||||
<p class="p_Normal">Рассмотрим пример, в котором 2025 год является текущим:</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>
|
||||
<li value="1" class="p_Normal">Пользователь нажал кнопку <span style="font-weight: bold;">Загрузить за текущий год</span>. В календаре отобразились дни за 2025 год. При этом название кнопки изменилось на <span style="font-weight: bold;">Загрузить за 2024 год</span>.</li><li value="2" class="p_Normal">Нажав эту кнопку снова, пользователь добавит в список укороченные и праздничные дни за 2024 год. А название кнопки поменяется на <span style="font-weight: bold;">Загрузить за 2023 год</span>. Таким образом последовательно можно загрузить данные за несколько предыдущих лет.</li></ol>
|
||||
<p class="p_Normal" style="text-indent: -1px; margin: 0 0 0 36px;"><img alt="business-calendar-6" width="666" height="197" style="margin:0;width:666px;height:197px;border:none" src="business-calendar-6.png"/></p>
|
||||
<ol style="list-style-type:upper-roman">
|
||||
<li value="5" class="p_Normal">После завершения настроек рабочего календаря, внизу страницы нажмите <span style="font-weight: bold;">Сохранить изменения</span>. </li></ol>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="margin: 7px 0 16px 0;">Если вы изменяете настройки рабочего календаря, нужно повторно опубликовать процессы, в которых установлены ограничения времени с учётом рабочего календаря. Тогда к заданным настройкам применится новый график работы.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
</div>
|
||||
<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 > Business Calendar</span>. Here<span style="color: #202122; background-color: #ffffff;">’</span>s how:</p>
|
||||
<h2 class="p_Heading2"><a id="create-business-calendar" class="hmanchor"></a><span class="f_Heading2">Создать рабочий календарь</span></h2>
|
||||
<p class="p_Normal">С версии ELMA365 2024.11 в разделе <span style="font-weight: bold;">Администрирование > Рабочий календарь</span> вы можете настроить рабочий календарь вашей компании с нуля или создать несколько календарей. Для этого:</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>
|
||||
<li value="1" class="p_Normal">В правом верхнем углу страницы нажмите кнопку <span style="font-weight: bold;">Новый календарь</span>.</li><li value="2" class="p_Normal">В открывшемся окне заполните поля:</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>
|
||||
<li class="p_Normal"><span style="font-weight: bold;">Название</span><span style="color: #ff0000;">*</span> — введите наименование календаря;</li><li class="p_Normal"><span style="font-weight: bold;">Тип рабочего графика</span> — вы можете распланировать занятость сотрудников по рабочим неделям или по рабочим сменам. В выпадающем списке выберите соответствующий тип.</li></ul>
|
||||
<p class="p_Normal" style="margin: 0 0 0 36px;"><img alt="business-calendar-8" width="688" height="741" style="margin:0;width:688px;height:741px;border:none" src="business-calendar-8.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>
|
||||
<li value="3" class="p_Normal"><a id="weekend" class="hmanchor"></a>Для календаря по неделям отметьте флажком рабочие дни недели, выходные оставьте пустыми. </li></ol>
|
||||
<p class="p_Normal" style="margin: 0 0 0 36px;">Для календаря по сменам добавьте количество рабочих и выходных дней в одну смену. Например, если сотрудники работают по сменам 2/2, добавьте четыре дня и два из них отметьте флажком как рабочие.</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 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>
|
||||
<li value="4" class="p_Normal"><a id="operating_mode" class="hmanchor"></a>Настройте режим работы — укажите часы работы и отдыха для выбранных рабочих дней. </li></ol>
|
||||
<p class="p_Normal" style="text-indent: -1px; margin: 0 0 0 36px;">Чтобы настроить разные часы работы для каждого рабочего дня, перейдите в расширенный режим редактирования календаря, нажав в правом верхнем углу страницы соответствующую кнопку. Рядом с днём недели снимите флажок с опции <span style="font-weight: bold;">Стандартный режим</span> и установите время работы и перерывов.</p>
|
||||
<p class="p_Normal" style="text-indent: -1px; margin: 0 0 0 37px;"><img alt="business-calendar-9" width="959" height="602" style="margin:0;width:959px;height:602px;border:none" src="business-calendar-9.png"/></p>
|
||||
<p class="p_Normal" style="margin: 0 0 0 36px;">Вернуться в обычный режим настройки календаря нельзя. При редактировании календарь всегда будет открываться в расширенном режиме. </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>
|
||||
<li value="5" class="p_Normal">Для учёта праздничных и укороченных дней в рабочем календаре выберите предварительно созданный <a href="360004890291.html#holidays" class="topiclink">производственный календарь</a> из выпадающего списка.</li></ol>
|
||||
<p class="p_Normal" style="margin: 0 0 0 36px;">Вы можете настроить производственный календарь позднее и прикрепить его к рабочему календарю в <a href="360004890291.html#edit-business-calendar" class="topiclink">режиме редактирования</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>
|
||||
<li value="6" class="p_Normal">Нажмите кнопку <span style="font-weight: bold;">Создать</span>. </li></ol>
|
||||
<p class="p_Normal">Карточка нового календаря отобразится на странице, и новый режим работы будет доступен в системе. Вы можете:</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. </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>
|
||||
<li class="p_Normal">сделать календарь по неделям рабочим календарём компании и <a href="360004890291.html#company-business-calendar" class="topiclink">использовать его по умолчанию</a> для всех работников; </li><li class="p_Normal"><a href="360004890291.html#personal-business-calendar" class="topiclink">закрепить календарь</a> за определёнными пользователями. </li></ul>
|
||||
<p class="p_Normal">При <a href="360012495611.html#deadline" class="topiclink">расчёте срока выполнения задач</a> применится указанный для сотрудника рабочий календарь. </p>
|
||||
<h2 class="p_Heading2"><a id="holidays" class="hmanchor"></a><span class="f_Heading2">Создать производственный календарь</span></h2>
|
||||
<p class="p_Normal">Чтобы учитывать государственные праздники и укороченные дни, настройте производственный календарь и прикрепите его к рабочему календарю. Вы также можете задать в производственном календаре дополнительные праздники, которые отмечаются в вашей компании, например профессиональные. </p>
|
||||
<p class="p_Normal">Для этого:</p>
|
||||
<ol style="list-style-type:upper-roman">
|
||||
<li value="1" class="p_Normal">Navigate to <span style="font-weight: bold;">Administration > 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>
|
||||
<li value="1" class="p_Normal">Перейдите на страницу <span style="font-weight: bold;">Администрирование > Рабочий календарь</span> и в правом верхнем углу нажмите <span style="font-weight: bold;">Производственный календарь</span>.</li><li value="2" class="p_Normal">На открывшейся странице вы можете:</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>
|
||||
<li class="p_Normal">перейти в шаблон для заполнения <span style="font-weight: bold;">Производственный календарь</span> и добавить в него праздничные дни;</li><li class="p_Normal">нажать кнопку <span style="font-weight: bold;">+ Производственный календарь</span> и настроить календарь с нуля.</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>
|
||||
<li value="3" class="p_Normal">В настройках введите название календаря и выберите год его действия. </li></ol>
|
||||
<p class="p_Normal" style="text-indent: 1px; margin: 0 0 0 36px;"><img alt="business-calendar-10" width="945" height="624" style="margin:0;width:945px;height:624px;border:none" src="business-calendar-10.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>
|
||||
<li value="4" class="p_Normal">Добавьте укороченные и праздничные дни, используя кнопку <span style="font-weight: bold;">Добавить</span>:</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>
|
||||
<li class="p_Normal">установите дату. Указать прошедшую по календарю дату как укороченный или праздничный день нельзя;</li><li class="p_Normal">выберите тип дня:<ul style="list-style-type:circle">
|
||||
<li class="p_Normal"><span style="font-weight: bold;">Исключительный</span> — рабочий день с нестандартным временем работы, например укороченный;</li><li class="p_Normal"><span style="font-weight: bold;">Выходной</span> — нерабочий день, например праздничный; </li></ul>
|
||||
<li class="p_Normal">добавьте краткую информацию об исключении;</li><li class="p_Normal">для исключительного типа дня укажите часы работы и добавьте время перерыва.</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>
|
||||
<li value="5" class="p_Normal">Таким образом отметьте все исключения на календарный год, в том числе 1, 2 января и т. д. Чтобы удалить установленный день, нажмите значок корзины. </li><li value="6" class="p_Normal">Завершите настройку, нажав кнопку <span style="font-weight: bold;">Создать</span>. </li><li value="7" class="p_Normal">Примените исключения в рабочем календаре. Для этого при <a href="360004890291.html#create-business-calendar" class="topiclink">создании</a> или <a href="360004890291.html#edit-business-calendar" class="topiclink">редактировании</a> рабочего календаря выберите производственный календарь в соответствующем поле. </li></ol>
|
||||
<p class="p_Normal">Укороченные и праздничные дни отмечаются:</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>
|
||||
<li class="p_Normal">в <a href="calendar.html" class="topiclink">личных календарях</a> сотрудников — зелёным цветом;</li><li class="p_Normal">в выпадающем календаре при выборе значения в поле типа <span style="font-weight: bold;">Дата/Время</span> — красным цветом.</li></ul>
|
||||
<h2 class="p_Heading2"><a id="company-business-calendar" class="hmanchor"></a><span class="f_Heading2">Использовать рабочий календарь для всей компании</span></h2>
|
||||
<p class="p_Normal">Режим работы сотрудников, расчёт времени выполнения задач и запуск бизнес-процессов зависят от рабочего календаря. Чтобы установить один календарь по умолчанию для всех сотрудников компании:</p>
|
||||
<ol style="list-style-type:decimal">
|
||||
<li value="1" class="p_Normal">Go to <span style="font-weight: bold;">Administration > 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>
|
||||
<li value="1" class="p_Normal">Перейдите в <span style="font-weight: bold;">Администрирование > Рабочий календарь</span>.</li><li value="2" class="p_Normal">Выберите нужный календарь по неделям, нажмите значок три точки.</li><li value="3" class="p_Normal">Нажмите <span style="font-weight: bold;">Использовать по умолчанию</span>.</li></ol>
|
||||
<p class="p_Normal">После этого календарь отмечается значком звёздочки и применяется для всех сотрудников без индивидуального режима работы.</p>
|
||||
<h2 class="p_Heading2"><a id="personal-business-calendar" class="hmanchor"></a><span class="f_Heading2">Назначить индивидуальный рабочий календарь для пользователя</span></h2>
|
||||
<p class="p_Normal">Рабочий календарь можно закрепить за определённым сотрудником. Тогда сроки выполнения задач для этого человека будут рассчитываться в соответствии с индивидуальным графиком.</p>
|
||||
<p class="p_Normal">Сделать это можно следующими способами:</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 employee’s 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">employee’s 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>
|
||||
<li class="p_Normal">в разделе <span style="font-weight: bold;">Администрирование > Пользователи</span> выберите сотрудника и <a href="360004833572.html#edit" class="topiclink">отредактируйте</a> его карточку. В поле <span style="font-weight: bold;">Рабочий календарь</span> укажите календарь, по которому пользователь будет работать;</li><li class="p_Normal">укажите рабочий календарь при <a href="360004833572.html#business-calendar" class="topiclink">приглашении пользователя в компанию</a>;</li><li class="p_Normal">назначьте календарь сразу нескольким пользователям с помощью скрипта на языке TypeScript. Подробнее об этом читайте в <a href="https://tssdk.elma365.com/ru/latest/interfaces/_12_work_calendar_.workcalendars.html#:~:text=WorkCalendar%5B%5D%3E-,setToUsers,-setToUsers" target="_blank" class="weblink">справке ELMA365 TS SDK</a>. </li></ul>
|
||||
<p class="p_Normal">Вы также можете запланировать изменение рабочего графика сотрудника с определённой даты, используя в его карточке кнопку <img alt="business-calendar-11" width="19" height="21" style="margin:0;width:19px;height:21px;border:none" src="business-calendar-11.png"/> рядом с полем <span style="font-weight: bold;">Рабочий календарь</span>.</p>
|
||||
<p class="p_Normal">График работы сотрудника и запланированные изменения режима работы отображаются в <a href="360016398552.html#settings" class="topiclink">настройках профиля пользователя</a>. </p>
|
||||
<h2 class="p_Heading2"><a id="import-business-calendar" class="hmanchor"></a><span class="f_Heading2">Импорт рабочего и производственного календаря</span></h2>
|
||||
<p class="p_Normal">Вы можете загрузить в ELMA365 календарь, настроенный в другой системе. Например, производственный календарь с заданными государственными праздниками. </p>
|
||||
<p class="p_Normal">Для этого: </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 > Business Calendar</span>.<span style="font-weight: bold;"> </span></li></ol>
|
||||
<li value="1" class="p_Normal">Создайте файл с данными в формате <span style="font-weight: bold;">.csv</span> и упакуйте его в <span style="font-weight: bold;">.zip</span>-архив.</li><li value="2" class="p_Normal">В ELMA365 перейдите в раздел <span style="font-weight: bold;">Администрирование > Рабочий календарь</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>
|
||||
<li class="p_Normal">для рабочего календаря — в правом верхнем углу страницы нажмите кнопку <img alt="business-calendar-12" width="15" height="16" style="margin:0;width:15px;height:16px;border:none" src="business-calendar-12.png"/>;</li><li class="p_Normal">для производственного календаря — нажмите <span style="font-weight: bold;">Производственный календарь</span> и в правом верхнем углу страницы нажмите <img alt="business-calendar-12" width="15" height="16" style="margin:0;width:15px;height:16px;border:none" src="business-calendar-12.png"/>.</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>
|
||||
<li value="3" class="p_Normal">Загрузите файл с компьютера и нажмите кнопку <span style="font-weight: bold;">Импортировать</span>.</li></ol>
|
||||
<h2 class="p_Heading2"><a id="edit-business-calendar" class="hmanchor"></a><span class="f_Heading2">Редактировать, экспортировать и удалить календарь </span></h2>
|
||||
<p class="p_Normal">Вы можете изменить, выгрузить в другую программу и удалить рабочий и производственный календари. </p>
|
||||
<p class="p_Normal">Чтобы выполнить эти действия с рабочим календарём:</p>
|
||||
<ol style="list-style-type:decimal">
|
||||
<li value="1" class="p_Normal">Go to <span style="font-weight: bold;">Administration > 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>
|
||||
<li value="1" class="p_Normal">Перейдите на страницу <span style="font-weight: bold;">Администрирование > Рабочий календарь</span>.</li><li value="2" class="p_Normal">Нажмите в карточке нужного календаря значок три точки.</li><li value="3" class="p_Normal">Выберите действие:</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 > Work Calendar</span>. You can perform the following actions with them using the icons:</p>
|
||||
<li class="p_Normal"><span style="font-weight: bold;">редактировать</span> — скорректируйте режим работы, а также привяжите или выберите новый производственный календарь для учёта праздничных и укороченных дней. Если вы изменяете рабочий календарь, нужно повторно опубликовать бизнес-процессы, в которых установлены ограничения времени с учётом этого календаря. Тогда к заданным настройкам применится новый график работы; </li><li class="p_Normal"><span style="font-weight: bold;">экспортировать</span> — вы можете скачать рабочий календарь из ELMA365 в файл формата <span style="font-weight: bold;">.csv</span> и использовать его в другой программе. Чтобы добавить в выгружаемый файл данные связанного производственного календаря, в окне экспорта включите опцию <span style="font-weight: bold;">Экспортировать производственный календарь</span>;</li><li class="p_Normal"><span style="font-weight: bold;">удалить</span> — календарь, который не используется по умолчанию, можно удалить. Если удалённый календарь был закреплён за определёнными сотрудниками, их режим работы изменится согласно рабочему календарю по умолчанию.</li></ul>
|
||||
<p class="p_Normal">Все производственные календари хранятся на странице <span style="font-weight: bold;">Рабочий календарь > Производственный календарь</span>. Вы можете выполнить с ними следующие действия, используя значки:</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>
|
||||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"> </p>
|
||||
<li class="p_Normal"><img alt="business-calendar-13" width="19" height="18" style="margin:0;width:19px;height:18px;border:none" src="business-calendar-13.png"/> — отредактировать календарь;</li><li class="p_Normal"><img alt="business-calendar-14" width="16" height="18" style="margin:0;width:16px;height:18px;border:none" src="business-calendar-14.png"/> — удалить. Если производственный календарь привязан к рабочему календарю, то исключения перестанут учитываться. Ко всем дням применится <a href="360004890291.html#operating_mode" class="topiclink">настроенный режим работы</a>;</li><li class="p_Normal"><img alt="business-calendar-15" width="21" height="17" style="margin:0;width:21px;height:17px;border:none" src="business-calendar-15.png"/> — экспортировать производственный календарь. Сформированный файл формата <span style="font-weight: bold;">.csv</span> можно использовать в другой программе. </li></ul>
|
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|
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<div class="bottom-nav">
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|
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@ -249,7 +246,7 @@
|
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<img src="./logo-en.svg" alt="header logo">
|
||||
<a class="header__logo" href="https://elma365.com/ru/help">
|
||||
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</a>
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||||
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||||
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
|
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
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||||
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||||
<div class="topic__breadcrumbs">
|
||||
<p>System settings / Notification settings</p>
|
||||
<p>Администрирование системы / Настройки оповещений</p>
|
||||
</div>
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||||
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||||
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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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Настройки оповещений</span></h1>
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<!-- Placeholder for topic body. -->
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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;"> </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 > 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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Оповещения информируют о новых сообщениях в #ленте, чатах и каналах. Кроме того, с помощью оповещений пользователь узнаёт об изменениях в задачах, файлах, приложениях и т. д.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><a href="360006871932.html#administrators" class="topiclink">Администраторы</a> могут настроить <a href="360014352211.html#pop-up" class="topiclink">всплывающие оповещения</a> и включить отправку уведомлений о новых задачах и событиях на электронную почту сотрудников. Эти настройки будут применяться по умолчанию ко всем пользователям. Однако каждый сотрудник может задать свои <a href="360016398552.html#notification" class="topiclink">персональные настройки оповещений</a>. К такому пользователю не будут применяться изменения, если администратор поменяет общие настройки. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Перейдите в раздел <span style="font-weight: bold;">Администрирование > Оповещения</span>, чтобы настроить уведомления для сотрудников, и выберите нужную опцию:</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="notifications-1" width="777" height="482" style="margin:0;width:777px;height:482px;border:none" src="notifications-1.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;">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 won’t get pop-up notifications. Moreover, with this option, new tasks assigned to a user won’t 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>
|
||||
<li><span style="font-weight: bold;">Все события</span> — пользователям будут приходить всплывающие оповещения обо всех новых сообщениях в <a href="360014162972.html" class="topiclink">#ленте</a>;</li><li><span style="font-weight: bold;">Персональные события</span> — пользователям будут приходить оповещения о личных сообщениях и сообщениях с <a href="360014162052.html" class="topiclink">@упоминанием их имени</a>, задачах и событиях в <a href="calendar.html" class="topiclink">календаре</a>;</li><li><span style="font-weight: bold;">Не оповещать</span> — пользователям не будут приходить всплывающие оповещения. Кроме того, эта опция отключает автоматическое открытие формы новой назначенной на пользователя задачи; </li><li><span style="font-weight: bold;">Изменить настройки для мобильного приложения</span> — включите опцию, чтобы установить индивидуальные настройки оповещений для мобильных устройств. Например, вы можете получать на мобильный телефон только оповещения о персональных событиях.</li></ul>
|
||||
<p class="p_Normal" style="text-indent: -1px; margin: 0 0 0 37px;">Обратите внимание, опция не отображается, если администратор отключил в настройках компании <a href="360016488432.html#hide-app" class="topiclink">возможность устанавливать приложение ELMA365</a>. </p>
|
||||
<p>Также можно включить отправку уведомлений на электронные адреса пользователей, указанные ими при регистрации в системе:</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>
|
||||
<li><span style="font-weight: bold;">Отправлять оповещения о задачах на email</span> —уведомления о назначении на пользователя задач с их деталями и ссылкой для быстрого перехода к ним в системе.</li><li><span style="font-weight: bold;">Отправлять оповещения о событиях на email</span> — уведомление о предстоящем событии со всеми его деталями. </li></ul>
|
||||
|
||||
<div class="bottom-nav">
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||||
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||||
@ -136,7 +137,7 @@
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</div>
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@ -144,7 +145,7 @@
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<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
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<div><span class="mobile-question-popup">Отправить фидбэк</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Задать вопрос</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Отправить"></div></form><div class="hidden fade-in question-success-xs">Ваш фидбэк отправлен.</div></div>
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<p>System settings > <a href="360007146071.html">Groups</a> / System groups</p>
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<p>Администрирование системы > <a href="360007146071.html">Группы</a> / Системные группы</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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Системные группы</span></h1>
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<!-- Placeholder for topic body. -->
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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>
|
||||
<p class="p_Normal">В ELMA365 по умолчанию установлены следующие системные группы:</p>
|
||||
<ul style="list-style-type:disc">
|
||||
<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>
|
||||
<li><a href="360006871932.html#administrators" class="topiclink">Администраторы</a> — пользователи, которым доступны все настройки системы. По умолчанию в группу включён супервизор системы, он может добавить сюда других пользователей;</li><li><a id="external_users" class="hmanchor"></a><a href="external-users.html" class="topiclink">Внешние пользователи</a> — группа включает пользователей, которые не являются сотрудниками вашей организации и добавлены в систему для работы с <a href="service-portal.html" class="topiclink">внешним порталом</a>;</li><li><a href="360006871932.html#all_users" class="topiclink">Все пользователи</a> — по умолчанию в эту группу включены все <a href="360004833572.html" class="topiclink">пользователи</a> компании. Обратите внимание, внешние пользователи к этой группе не относятся;</li><li><span style="font-weight: bold;">Привилегированные пользователи</span> — в группу добавляются пользователя <a href="active_licences.html#privileged" class="topiclink">именных лицензий</a> платформы;</li><li><a href="360006871932.html#supervisor" class="topiclink">Супервизор системы</a> — по умолчанию на эту роль назначен создатель компании;</li><li>Группы пользователей лицензированных решений — участники этих групп обладают именными лицензиями активированных <a href="licensing-elma365.html#licensing-system-solutions" class="topiclink">платных решений</a>. Например, это могут быть пользователи решения <a href="licenses-service.html" class="topiclink">ELMA365 Service</a> или <a href="licenses-projects.html" class="topiclink">ELMA365 Проекты</a>. Лицензии таких решений покупаются отдельно от платформы. </li></ul>
|
||||
<p><span class="f_ImageCaption"> <img alt="system_groupes_1" width="766" height="457" style="margin:0;width:766px;height:457px;border:none" src="system_groupes_1.png"/></span></p>
|
||||
<p class="p_Normal">Системные группы нельзя удалить. Изменить в них можно только состав участников. </p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="supervisor" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Роль «Супервизор системы»</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;"><span style="font-weight: bold;"> Супервизор </span>обладает полным набором любых прав, которые можно назначить в системе. Он может создавать, редактировать и удалять:</p>
|
||||
<ul style="list-style-type:disc">
|
||||
<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;">></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>
|
||||
<li><a href="360007990371.html" class="topiclink">разделы</a>;</li><li><a href="360006963072.html" class="topiclink">приложения</a> и их элементы;</li><li><a href="interface_settings.html" class="topiclink">виджеты</a>;</li><li><a href="360008121732.html" class="topiclink">бизнес-процессы</a> и т. д.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Ему доступны настройки системы, все <a href="360014189332.html" class="topiclink">системные папки</a> и личные папки пользователей. Он может управлять <a href="360014165012.html" class="topiclink">свободным местом на диске</a> и тарифным планом компании, списком <a href="360004833572.html" class="topiclink">пользователей</a> и <a href="360014191132.html" class="topiclink">каналами</a>, а также моделировать <a href="360003861992.html" class="topiclink">организационную структуру</a> компании.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><a id="all_users" class="hmanchor"></a>Дополнительно <span style="font-weight: bold;">Супервизор</span> получает задачи по бизнес-процессу в том случае, если ELMA365 не удалось определить исполнителя задачи. Например, если сотрудник, указанный в <a href="360012263032.html" class="topiclink">зоне ответственности</a>, больше не работает в компании.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-weight: bold;">Супервизор</span> назначает администраторов системы, а также может назначить вместо себя другого супервизора. </p>
|
||||
<p class="p_Normal">Обратите внимание, <span style="font-weight: bold;">Супервизор системы</span> — это не группа, а роль, которую занимает только один пользователь. </p>
|
||||
<p class="p_Normal">Супервизора нельзя <a href="360004833572.html#lock" class="topiclink">заблокировать</a> в системе. Поэтому в случае, например, увольнения, ему нужно сначала назначить на эту роль другого пользователя. Для этого в разделе <span style="font-weight: bold;">Администрирование > Группы</span> отредактируйте роль <span style="font-weight: bold;">Супервизор системы</span>. </p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="administrators" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Группа «Администраторы»</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;"><span style="font-weight: bold;">Администратор</span>, как и <a href="360006871932.html#supervisor" class="topiclink">Супервизор</a>, имеет полный доступ ко всем объектам системы. Единственное исключение — на администратора не назначаются задачи по бизнес-процессам, когда исполнитель не определён. Также администратор не может отредактировать роль <span style="font-weight: bold;">Супервизор</span> и назначить на неё другого пользователя.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="line-height: 1.28; margin: 0 0 11px 0;">Пользователи группы <span style="font-weight: bold;">Администраторы</span> всегда имеют полный набор любых прав, которые можно назначить в системе. Ограничение прав не применяется к супервизору и администраторам системы.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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 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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В группу <span style="font-weight: bold;">Администраторы</span> по умолчанию включён только <span style="font-weight: bold;">Супервизор</span> системы, но он может добавить туда и других пользователей.</p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Группа «Внешние пользователи»</span></h2>
|
||||
<p style="margin: 7px 0 16px 0;"><span style="color: #212529;">Внешние пользователи </span>могут работать в ELMA365 через интерфейс <a href="service-portal.html" class="topiclink">внешнего портала</a>. При этом они получают ограниченный доступ к данным системы, могут запускать бизнес-процессы, создавать элементы приложения и т. д. Для этого необходимо добавить соответствующие кнопки и виджеты на страницы портала<span style="color: #212529;">.</span></p>
|
||||
<p style="background: #ffffff; margin: 0 0 7px 0;"><span style="color: #212529;">Для входа на портал пользователю необходимо предоставить индивидуальную <a href="add-external-users.html#get_link" class="topiclink">ссылку-приглашение</a>.</span></p>
|
||||
<p style="background: #ffffff; margin: 0 0 7px 0;"><span style="color: #212529;">Создать внешнего пользователя можно в разделе <a href="system_objects.html" class="topiclink">Системные справочники</a>. Подробнее об этом читайте в статье <a href="add-external-users.html" class="topiclink">«Добавление пользователей»</a>.</span></p>
|
||||
<p style="background: #ffffff; margin: 0 0 7px 0;">Группу удобно использовать при настройке <a href="360007527512.html" class="topiclink">прав доступа</a> к объектам системы, <span style="color: #394149;">размещённым на странице портала</span> или при выборе исполнителя в <a href="360012263032.html" class="topiclink">зоне ответственности</a> бизнес процессов.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Группа «Все пользователи»</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Группа <span style="font-weight: bold;">Все пользователи</span> включает в себя всех пользователей компании, у которых есть доступ к ELMA365. Как и для <span style="font-weight: bold;">Внешних пользователей</span>, вы можете использовать группу для настройки <a href="360007527512.html" class="topiclink">прав доступа</a> в системе, а также для назначения исполнителей в бизнес-процессах. </p>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">У сотрудников, включённых только в группу <span style="font-weight: bold;">Все пользователи</span>, нет прав на изменение настроек системы и нет доступа к закрытым разделам и приложениям.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Администратор может создать <a href="360007146071.html" class="topiclink">пользовательскую группу</a> и добавить туда определённых пользователей, например, чтобы дать им доступ к закрытому разделу <span style="font-weight: bold;">Счета</span>.</p>
|
||||
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<div class="bottom-nav">
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<p>Low-code designer > Workspace / Create a workspace</p>
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<p>Low-code дизайнер > <a href="360007990371.html">Раздел</a> / Создать раздел</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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Создать раздел</span></h1>
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<!-- Placeholder for topic body. -->
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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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Есть три способа добавить новый раздел:</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>
|
||||
<li><a href="360006887271.html#from_scratch" class="topiclink">создать раздел с нуля</a>;</li><li><a href="360006887271.html#download" class="topiclink">загрузить готовый раздел из каталога ELMA365 Store</a>;</li><li><a href="360006887271.html#file" class="topiclink">импортировать файл формата .e365 с разделом</a>.</li></ul>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 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 workspace</span></h2>
|
||||
<p style="margin: 14px 0 0 0;">Создавать раздел могут только пользователи, включенные в группу <a href="360006871932.html#administrators" class="topiclink">Администраторы</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
|
||||
<h2 class="p_Heading2"><a id="from_scratch" class="hmanchor"></a><span class="f_Heading2">Создать раздел с нуля</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>
|
||||
<li value="1" class="p_Normal" style="margin-top: 19px; margin-right: 0; margin-bottom: 0;">В главном левом меню со списком разделов нажмите <img alt="plus" width="16" height="16" style="margin:0;width:16px;height:16px;border:none" src="plus.png"/>. </li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 13px;"><img alt="добавить раздел кнопка" width="80" height="191" style="margin:0;width:80px;height:191px;border:none" src="hmfile_hash_d0f29d0f.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>
|
||||
<li value="2" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Выберите опцию <span style="font-weight: bold;">Создать</span>. В открывшемся окне внесите данные о новом разделе.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 13px;"><img alt="создание раздела 365" width="533" height="428" style="margin:0;width:533px;height:428px;border:none" src="hmfile_hash_2f63643f.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>
|
||||
<li><span style="font-weight: bold;">Название раздела</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;"> </span>—<span style="font-weight: bold;"> </span>укажите имя раздела, которое будет отображаться в левом меню главной страницы;</li><li><span style="font-weight: bold;">Ссылка на раздел</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;"> </span>—<span style="font-weight: bold;"> </span>формируется автоматически, исходя из названия раздела. На этапе создания текст ссылки можно изменить. Используется для быстрого доступа к разделу;</li><li><a id="visibility" class="hmanchor"></a><span style="font-weight: bold;">Иконка раздела </span>— помогает пользователям быстрее находить нужный раздел в левом меню главной страницы;</li><li><span style="font-weight: bold;">Видимость</span> — выберите, кому из сотрудников нужно предоставить <a href="360009660872.html" class="topiclink">доступ к разделу</a>. Позднее эти настройки можно будет <a href="360009660872.html" class="topiclink">изменить</a> и указать группы сотрудников, которые смогут взаимодействовать с разделом;<ul style="list-style-type:disc">
|
||||
<li><span style="font-weight: bold;">Открыт всем</span> — раздел будет отображаться на главной странице в левом меню у всех пользователей;</li><li><span style="font-weight: bold;">Только администраторам</span> — раздел смогут увидеть только пользователи, включенные в группу <a href="360006871932.html#administrators" class="topiclink">Администраторы</a>.</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;"> </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>
|
||||
<li value="3">Нажмите кнопку <span style="font-weight: bold;">Создать</span>. </li></ol>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">Созданный раздел отобразится в левом меню. На открывшейся странице вы можете наполнить раздел, добавив <a href="360006963072.html" class="topiclink">приложения</a>, <a href="contract.html" class="topiclink">контракт</a> или <a href="report.html" class="topiclink">отчёт</a>, а также <a href="360009672852.html" class="topiclink">разделители</a>, <a href="360009925031.html" class="topiclink">ссылки</a> и <a href="360009924451.html" class="topiclink">страницы</a>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="создание раздела" width="1243" height="663" style="margin:0;width:1243px;height:663px;border:none" src="hmfile_hash_f8a85574.png"/></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="download" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Загрузить раздел из ELMA365 Store</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Данный способ позволяет загрузить готовый раздел из каталога <a href="https://store.elma365.ru/" target="_blank" class="weblink">ELMA365 Store</a>.</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>
|
||||
<li value="1" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">На главной странице в левом меню нажмите кнопку <span style="font-weight: bold;">Добавить Решение или Раздел</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 13px;"><img alt="добавить раздел кнопка" width="80" height="191" style="margin:0;width:80px;height:191px;border:none" src="hmfile_hash_d0f29d0f.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>
|
||||
<li value="2" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Выберите опцию <span style="font-weight: bold;">Скачать</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 13px;"><img alt="download_workspace" width="652" height="287" style="margin:0;width:652px;height:287px;border:none" src="download_workspace.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Откроется каталог <span style="font-weight: bold;">ELMA365 Store</span>, в котором представлены все доступные для загрузки разделы.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="elma365_store-1" width="706" height="508" style="margin:0;width:706px;height:508px;border:none" src="elma365_store-1.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>
|
||||
<li value="3" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Нажмите на раздел, чтобы открыть страницу с его описанием и перечнем входящих в него <a href="360006963072.html" class="topiclink">приложений</a>.</li><li value="4" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Чтобы начать загрузку готового раздела в компанию, нажмите на кнопку <span style="font-weight: bold;">Установить</span>. </li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 13px;"><img alt="elma365-store-2" width="560" height="260" style="margin:0;width:560px;height:260px;border:none" src="elma365-store-2.png"/></p>
|
||||
<p style="margin: 14px 0 0 0;">Если вы импортируете раздел, созданный или изменённый в более новой версии системы (например, 2024.4), чем ваша текущая версия (например, 2024.1), появится предупреждение. Импорт может не выполниться или раздел может работать некорректно, т. к. в более новой версии могут быть изменения, несовместимые с вашей версией. Выберите, отменить или продолжить процесс импорта.</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>
|
||||
<li value="5" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">В открывшемся окне при необходимости отредактируйте информацию о загружаемом разделе.</li></ol>
|
||||
<p class="p_Normal" style="margin: 0 0 0 13px;"><img alt="elma365-store-3" width="699" height="272" style="margin:0;width:699px;height:272px;border:none" src="elma365-store-3.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>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>
|
||||
<li><span style="font-weight: bold;">Название</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;"> </span>— укажите название раздела, которое будет отображаться в левом меню главной страницы. По умолчанию поле содержит название загружаемого раздела. </li><li><span style="font-weight: bold;">Ссылка на раздел</span><span style="font-weight: bold; color: #ff0000;">* </span>—<span style="font-weight: bold;"> </span>генерируется автоматически из названия раздела. Ссылка служит для быстрого доступа к разделу.</li><li><span style="font-weight: bold;">Описание </span>— поле содержит информацию, указанную при <a href="360007722171.html#export_in_store" class="topiclink">экспорте раздела в ELMA365 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. 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>
|
||||
<li value="6" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Нажмите кнопку <span style="font-weight: bold;">Далее</span>.</li></ol>
|
||||
<ol style="list-style-type:upper-roman" start="7">
|
||||
<li value="7" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">На следующем шаге задайте <span style="font-weight: bold;">Начальные настройки раздела</span>.<span style="font-weight: bold;"> </span>Добавьте пользователей в<span style="font-weight: bold;"> </span><a href="360007331871.html" class="topiclink">группы</a> и назначьте на <a href="360007331871.html#role" class="topiclink">роли</a>. Эти данные используются в бизнес-процессах раздела, а также в настройках доступа. Чтобы добавить элемент в поле, нажмите на значок лупы и выберите нужную должность или сотрудника из открывшегося списка. </li><li value="8" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Нажмите на кнопку <span style="font-weight: bold;">Установить</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 13px;"><img alt="elma365-store-4" width="508" height="401" style="margin:0;width:508px;height:401px;border:none" src="elma365-store-4.png"/></p>
|
||||
<ol style="list-style-type:upper-roman" start="9">
|
||||
<li value="9" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="color: #394149;">Когда установка завершится, нажмите кнопку </span><span style="font-weight: bold; color: #394149;">Перейти в Раздел</span><span style="color: #394149;">. </span></li></ol>
|
||||
<h2 class="p_Heading2"><a id="file" class="hmanchor"></a><span class="f_Heading2">Импортировать раздел из файла .e365</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Данный способ позволяет импортировать раздел в компанию из файла формата <span style="font-weight: bold;">.e365</span>. При этом будут импортированы <a href="360006963072.html" class="topiclink">приложения</a>, <a href="360009924451.html" class="topiclink">страницы</a>, <a href="360009672852.html" class="topiclink">разделители</a>, <a href="360009661232.html" class="topiclink">бизнес-процессы</a>, входящие в раздел.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Для загрузки файла выполните следующие действия: </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>
|
||||
<li value="1" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">На главной странице в левом меню нажмите кнопку<span class="f_ImageCaption"> </span><span style="font-weight: bold;">Добавить Решение или Раздел</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 13px;"><img alt="добавить раздел кнопка" width="80" height="191" style="margin:0;width:80px;height:191px;border:none" src="hmfile_hash_d0f29d0f.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>
|
||||
<li value="2" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Выберите опцию <span style="font-weight: bold;">Загрузить файл</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 13px;"><img alt="download_file" width="585" height="290" style="margin:0;width:585px;height:290px;border:none" src="download_file.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>
|
||||
<li value="3" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Добавьте файл формата <span style="font-weight: bold;">.e365</span> для загрузки с локального компьютера или из файлов системы и нажмите <span style="font-weight: bold;">Далее</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 13px;"><img alt="выбрать файл" width="596" height="165" style="margin:0;width:596px;height:165px;border:none" src="hmfile_hash_9941e3e7.png"/></p>
|
||||
<p style="margin: 14px 0 0 0;">Если вы импортируете раздел, созданный или изменённый в более новой версии системы (например, 2024.4), чем ваша текущая версия (например, 2024.1), появится предупреждение. Импорт может не выполниться или раздел может работать некорректно, т. к. в более новой версии могут быть изменения, несовместимые с вашей версией. Выберите, отменить или продолжить процесс импорта.</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>
|
||||
<li value="4" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">В открывшемся окне при необходимости отредактируйте информацию о загружаемом разделе.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 13px;"><img alt="импорт раздела 2 365" width="818" height="225" style="margin:0;width:818px;height:225px;border:none" src="hmfile_hash_afed68e8.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>
|
||||
<li><span style="font-weight: bold;">Название</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;"> </span>— имя раздела, отображаемое в левом меню главной страницы;</li><li><span style="font-weight: bold;">Ссылка на раздел</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;"> </span>— ссылка для быстрого доступа к разделу.</li><li><span style="font-weight: bold;">Описание</span> — поле содержит информацию, указанную при <a href="360007722171.html#export_in_file" class="topiclink">экспорте раздела в файл .e365</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;"> </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>
|
||||
<li value="5" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Нажмите кнопку <span style="font-weight: bold;">Далее</span>. </li><li value="6" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">На следующем этапе укажите <span style="font-weight: bold;">Начальные настройки раздела</span>. Определите список пользователей в <a href="360007331871.html" class="topiclink">группах</a> и назначьте их на <a href="360007331871.html#role" class="topiclink">роли</a>. Чтобы добавить элемент в поле, нажмите на значок лупы и выберите нужную должность или сотрудника из открывшегося списка. </li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 13px;"><img alt="начальные настройки раздела 2" width="478" height="552" style="margin:0;width:478px;height:552px;border:none" src="hmfile_hash_55dbfd10.png"/></p>
|
||||
<ol style="list-style-type:upper-roman" start="7">
|
||||
<li value="7" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"> нажмите кнопку <span style="font-weight: bold;">Установить</span>.</li></ol>
|
||||
<p class="p_Normal">Запустится проверка импортируемого раздела на наличие ошибок. Проверяются структуры пользовательских групп и полей, а также ссылки в полях типа <a href="360009707032.html#app" class="topiclink">Приложение</a> на существующие в разделе приложения, выявляются дублирующие страницы и т. д. </p>
|
||||
<p class="p_Normal">Если в результате проверки найдена ошибка, вы увидите оповещение. Раздел нельзя будет импортировать в компанию.</p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="import-failed-window" width="504" height="150" style="margin:0;width:504px;height:150px;border:none" src="import-failed-window.png"/></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">Если найдены некритические ошибки, например, несоответствия переменных в <a href="360026936731.html" class="topiclink">шаблонах документов</a>, вы увидите предупреждение об этом. Установку раздела можно продолжить.</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;"> </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 </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;"> 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 <a href="360006965372.html" class="topiclink">Workspace settings</a>.</span></p>
|
||||
<li value="8" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Если установка завершится успешно, нажмите кнопку <span style="font-weight: bold;">Перейти в Раздел</span>. </li></ol>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 13px;"><img alt="create_workspace-16" width="565" height="159" style="margin:0;width:565px;height:159px;border:none" src="create_workspace-16.png"/></p>
|
||||
<h2 class="p_Heading2"><a id="add-item" class="hmanchor"></a><span class="f_Heading2">Добавить элемент в раздел</span></h2>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Внутри раздела можно создавать <a href="360006963072.html" class="topiclink">приложения</a>, <a href="360009925031.html" class="topiclink">ссылки</a>, <a href="360009924451.html" class="topiclink">страницы</a> и т. д. Для этого в левом меню раздела нажмите на кнопку <img alt="add-item-buttom" width="95" height="25" style="margin:0;width:95px;height:25px;border:none" src="add-item-buttom.png"/> и в открывшемся окне выберите элемент, который хотите создать.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="create-workspace-17" width="596" height="329" style="margin:0;width:596px;height:329px;border:none" src="create-workspace-17.png"/></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">После создания или установки раздела вы можете изменить его название, описать особенности работы или выбрать новую иконку. Подробнее об этом читайте в статье <a href="360006965372.html" class="topiclink">«Настройки раздела»</a>. </p>
|
||||
|
||||
<div class="bottom-nav">
|
||||
|
||||
@ -209,7 +207,7 @@
|
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|
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|
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||||
</section>
|
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</div>
|
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@ -217,7 +215,7 @@
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<input type="checkbox" />
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<div class="article__arrow"></div>
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<div class="table-of-contents elma365-right" id="toc2Content">
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<h3 class="h3-toc">In this topic</h3>
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<h3 class="h3-toc">В этой статье</h3>
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@ -228,30 +226,63 @@
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<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
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<div><span class="mobile-question-popup">Отправить фидбэк</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Задать вопрос</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Отправить"></div></form><div class="hidden fade-in question-success-xs">Ваш фидбэк отправлен.</div></div>
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@ -1,19 +1,20 @@
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<html lang="ru">
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<meta name="description" content="An app is a BRIX component intended for creating and storing app items and business processes. For example, the Contacts app stores data about legal entities, their addresses,..." />
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<meta name="description" content="Приложение — это компонент ELMA365, который позволяет создавать и хранить данные, необходимые для работы. Например, в приложении Компании вы можете добавить информацию о..." />
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@ -23,6 +24,7 @@
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@ -34,16 +36,16 @@
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@ -63,7 +65,7 @@
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|
||||
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
|
||||
|
||||
|
||||
</div>
|
||||
@ -78,8 +80,8 @@
|
||||
|
||||
<aside class="sidebar" id="sidebar">
|
||||
<div class="sidebar__header">
|
||||
<a class="header__logo" href="https://brix365.com/en/help">
|
||||
<img src="./logo-light-en.svg">
|
||||
<a class="header__logo" href="https://elma365.com/ru/help">
|
||||
<img src="./logo-light.svg">
|
||||
</a>
|
||||
<span class="sidebar__close elma-365-close" id="close"></span>
|
||||
</div>
|
||||
@ -92,15 +94,15 @@
|
||||
<div class="article-inner">
|
||||
<div class="content">
|
||||
<header class="article__header">
|
||||
<div class="article__bread" style="display:flex; gap:10px;">
|
||||
<div class="article__bread" style="display:flex; gap:10px;">
|
||||
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
|
||||
|
||||
<div class="topic__breadcrumbs">
|
||||
<p>Low-code designer / App</p>
|
||||
<p>Low-code дизайнер / Приложение</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
<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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Приложение</span></h1>
|
||||
</div>
|
||||
|
||||
</header>
|
||||
@ -109,90 +111,89 @@
|
||||
<a href="#h1-article" class="scroll-top"></a>
|
||||
</div>
|
||||
<!-- Placeholder for topic body. -->
|
||||
<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_Normal" style="margin: 14px 0 0 0;"><span style="font-weight: bold;">Приложение</span> — это компонент ELMA365, который позволяет создавать и хранить данные, необходимые для работы. Например, в приложении <span style="font-weight: bold;">Компании</span> вы можете добавить информацию о контрагентах, их адресах, телефонах и т. д. Эти записи являются элементами приложения. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="app-1" width="909" height="421" style="margin:0;width:909px;height:421px;border:none" src="app-1.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">С приложением можно связать бизнес-процессы. Тогда данные из приложений будут автоматически передаваться в задачи, которые назначаются в ходе выполнения процесса. Таким образом на этапах процесса сотрудники получают информацию, нужную для выполнения задач и принятия решений. </p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="margin: 14px 0 0 0;">Приложение можно создать только в <a href="360007990371.html" class="topiclink">разделе</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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>
|
||||
<p class="p_Normal">Все приложения, которые используются для решения тематически связанных задач, удобно объединить в одном разделе. Например, приложения с данными для работы отдела маркетинга, <span style="font-weight: bold;">Контакты</span>, <span style="font-weight: bold;">Лиды</span>, <span style="font-weight: bold;">Сделки</span> и др., добавлены в разделе <span style="font-weight: bold;">CRM</span>. </p>
|
||||
<h2 class="p_Heading2"><a id="system-applications" class="hmanchor"></a><span class="f_Heading2">Системные приложения</span></h2>
|
||||
<p class="p_Normal">В ELMA365 есть системные приложения, которые по умолчанию размещены в <a href="system-workspaces.html" class="topiclink">системных разделах</a> и готовы к использованию. Например:</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;">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>
|
||||
<li class="p_Normal">в разделе <a href="system_objects.html" class="topiclink">Системные справочники</a> — системные приложения <span style="font-weight: bold;">Мои юридические лица</span>, <span style="font-weight: bold;">Внешние пользователи</span>, <span style="font-weight: bold;">График обслуживания, Сотрудники</span>;</li><li class="p_Normal">в разделе <span style="font-weight: bold;">CRM</span> — системные приложения <span style="font-weight: bold;">Лиды</span>, <span style="font-weight: bold;">Сделки</span>, <span style="font-weight: bold;">Компании</span>, <span style="font-weight: bold;">Контакты</span>.</li></ul>
|
||||
<p class="p_Normal">Если перейти на страницу системного приложения, в адресной строке перед его названием указан знак нижнего подчеркивания, например: <span style="font-weight: bold;">_clients/_contacts</span>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 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>
|
||||
<p class="p_Normal">Системное приложение нельзя экспортировать как отдельный компонент системы, а также копировать и удалить. Экспорт такого приложения возможен в составе системного раздела или решения и имеет свои <a href="360009669292.html#export-system-object" class="topiclink">особенности и ограничения</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Действия с приложениями</span></h2>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В приложениях можно:</p>
|
||||
<ul style="list-style-type:disc">
|
||||
<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>
|
||||
<li>создавать <a href="360016427291.html" class="topiclink">элементы приложения</a> (записи);</li><li>настраивать <a href="360028941032.html" class="topiclink">пользовательские формы</a> для карточек создания, просмотра, редактирования<span style="font-weight: bold;"> </span>элементов;</li><li>формировать <a href="360007679591.html" class="topiclink">название элемента</a> приложения по шаблону;</li><li><a href="360007527512.html" class="topiclink">ограничивать доступ</a> к самому приложению и его элементам;</li><li><a href="360012265552.html" class="topiclink">моделировать бизнес-процесс</a>;</li><li><a href="360019229331.html" class="topiclink">добавлять кнопки действия</a>;</li><li>настраивать <a href="360009920611.html" class="topiclink">статусы элемента</a>, которые можно изменять в рамках бизнес-процесса или вручную;</li><li><a href="360009705932.html" class="topiclink">изменять список и порядок</a> приложений в разделе;</li><li><a href="360009264480.html" class="topiclink">выгружать</a> и <a href="360009354059.html" class="topiclink">загружать</a> данные.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Подробнее о работе с приложениями читайте в следующих статьях:</p>
|
||||
<div style="text-align: left; text-indent: 0; padding: 0 0 0 0; margin: 14px 0 0 0;"><table style="width:692px; border:none; border-spacing:2px;">
|
||||
<tr>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360007235031.html" class="topiclink">Create an app</a></p>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360007235031.html" class="topiclink">Создание приложения</a></p>
|
||||
</td>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360028941032.html" class="topiclink">Расширенный режим настройки форм</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009918011.html" class="topiclink">Configure app fields</a></p>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009918011.html" class="topiclink">Настройка полей приложения</a></p>
|
||||
</td>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360007708691.html" class="topiclink">Настройки приложения</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009707032.html" class="topiclink">System data types</a></p>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009707032.html" class="topiclink">Базовые типы полей</a></p>
|
||||
</td>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009919211.html" class="topiclink">Настройка видимости приложения</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360016427291.html" class="topiclink">App item</a></p>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360016427291.html" class="topiclink">Элемент приложения</a></p>
|
||||
</td>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009669292.html" class="topiclink">Экспорт приложения</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360007679591.html" class="topiclink">Item name</a></p>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360007679591.html" class="topiclink">Название элемента</a></p>
|
||||
</td>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p style="line-height: 1.20;"><a href="360009669492.html" class="topiclink">Delete an app</a></p>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009669492.html" class="topiclink">Удаление приложения</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009921131.html" class="topiclink">Бизнес-процессы на уровне приложения</a></p>
|
||||
</td>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009669952.html" class="topiclink">Настройка поиска и фильтров</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360007527512.html" class="topiclink">Настройка доступа</a></p>
|
||||
</td>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009923311.html" class="topiclink">Настройка отображения таблиц и карточек</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009920611.html" class="topiclink">Поле «Статус»</a></p>
|
||||
</td>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009705932.html" class="topiclink">Порядок расположения приложений</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009921431.html" class="topiclink">API в приложениях</a></p>
|
||||
</td>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009354059.html" class="topiclink">Импорт данных</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<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><a href="360007331871.html" class="topiclink">Группы и роли в приложении</a></p>
|
||||
</td>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:342px; padding:1px; border:none"><p><a href="360009264480.html" class="topiclink">Экспорт данных</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
</div>
|
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"> </p>
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<div class="bottom-nav">
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@ -209,7 +210,7 @@
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</section>
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@ -217,7 +218,7 @@
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<input type="checkbox" />
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<div class="article__arrow"></div>
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<div class="table-of-contents elma365-right" id="toc2Content">
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@ -228,30 +229,63 @@
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<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
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<div><span class="mobile-question-popup">Отправить фидбэк</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Задать вопрос</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Отправить"></div></form><div class="hidden fade-in question-success-xs">Ваш фидбэк отправлен.</div></div>
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@ -1,19 +1,20 @@
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<!DOCTYPE html>
|
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<html lang="en">
|
||||
<html lang="ru">
|
||||
|
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<head>
|
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<title>Workspace settings</title>
|
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<title>Настройки раздела</title>
|
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<meta name="generator" content="Help+Manual" />
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<meta name="description" content="In workspace settings, system administrators can change the name of the workspace, describe how to use it, and select a new icon." />
|
||||
<meta name="description" content="В настройках раздела администратор системы может изменить его название, описать особенности работы с разделом и выбрать новую иконку." />
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<meta property="og:type" content="website" />
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<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
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<meta property="og:url" content="https://brix365.com/en/help" />
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<meta property="og:title" content="Cправка по Low-code платформе ELMA365" />
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<meta property="og:url" content="https://elma365.com/ru/help" />
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<meta property="og:site_name" content="ELMA365" />
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
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@ -23,6 +24,7 @@
|
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<link rel="stylesheet" href="./article.css" />
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<link rel="stylesheet" href="./glossary.css" />
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<link rel="stylesheet" href="./theme.css" />
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<script type="text/javascript" src="jquery.js"></script>
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<script type="text/javascript" src="helpman_settings.js"></script>
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<script type="text/javascript" src="helpman_topicinit.js"></script>
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@ -34,16 +36,16 @@
|
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</head>
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<body>
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<script async src="https://www.googletagmanager.com/gtag/js?id=G-M6ETBEC1R9"></script><script>window.dataLayer=window.dataLayer || []; function gtag(){dataLayer.push(arguments);}gtag('js', new Date()); gtag('config', 'G-M6ETBEC1R9');</script>
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|
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<div class="container">
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<a class="header__logo" href="https://brix365.com/en/help">
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<img src="./logo-en.svg" alt="header logo">
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<a class="header__logo" href="https://elma365.com/ru/help">
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<img src="./logo.svg" alt="header logo">
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</a>
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<!-- <div class="hero__search-form" id="search-panel">
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<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
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<form class="search-form" onsubmit="ym(83179930,'reachGoal','poisk')">
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<label class="search-form__label">
|
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<span id="reset-search" class="search__icon"></span>
|
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<input class="search-form__input" type="text">
|
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@ -63,7 +65,7 @@
|
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</div>
|
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<div class="header__navi">
|
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|
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
|
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
|
||||
|
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|
||||
</div>
|
||||
@ -78,8 +80,8 @@
|
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|
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<aside class="sidebar" id="sidebar">
|
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<div class="sidebar__header">
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<a class="header__logo" href="https://brix365.com/en/help">
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<a class="header__logo" href="https://elma365.com/ru/help">
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<img src="./logo-light.svg">
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</a>
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<span class="sidebar__close elma-365-close" id="close"></span>
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</div>
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@ -92,15 +94,15 @@
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<div class="article-inner">
|
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<div class="content">
|
||||
<header class="article__header">
|
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<div class="article__bread" style="display:flex; gap:10px;">
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<div class="article__bread" style="display:flex; gap:10px;">
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<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
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|
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<div class="topic__breadcrumbs">
|
||||
<p>Low-code designer > Workspace / Workspace settings</p>
|
||||
<p>Low-code дизайнер > <a href="360007990371.html">Раздел</a> / Настройки раздела</p>
|
||||
</div>
|
||||
|
||||
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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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Настройки раздела</span></h1>
|
||||
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|
||||
|
||||
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|
||||
@ -109,18 +111,18 @@
|
||||
<a href="#h1-article" class="scroll-top"></a>
|
||||
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|
||||
<!-- Placeholder for topic body. -->
|
||||
<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_Normal" style="margin: 14px 0 0 0;">В настройках раздела <a href="360006871932.html#administrators" class="topiclink">администратор системы</a> может изменить его название, описать особенности работы с разделом и выбрать новую иконку.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="margin: 14px 0 0 0;">Для работы с настройками раздела и всех входящих в него компонентов язык интерфейса в профиле администратора должен совпадать с языком раздела.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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 workspace’s 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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Чтобы перейти к настройкам раздела, нажмите на значок шестерёнки справа от его названия и выберите пункт меню <span style="font-weight: bold;">Настройки Раздела</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="workspace_settings" width="478" height="440" style="margin:0;width:478px;height:440px;border:none" src="workspace_settings.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><a id="section-settings" class="hmanchor"></a>Откроется окно <span style="font-weight: bold;">Настройки Раздела</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="workspace-settings-2" width="516" height="369" style="margin:0;width:516px;height:369px;border:none" src="workspace-settings-2.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В нем можно отредактировать следующие поля:</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>
|
||||
<li><span style="font-weight: bold;">Название Раздела</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;"> </span>— название раздела, отображаемое в левом меню главной страницы;</li><li><span style="font-weight: bold;">Описание </span> — описание функциональных возможностей раздела;</li><li><span style="font-weight: bold;">Иконка Раздела </span>—<span style="font-weight: bold;"> </span>графическое обозначение раздела;</li><li><span style="font-weight: bold;">Язык Раздела</span> — исходный язык интерфейса, на котором создан раздел.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">После того как данные будут внесены, нажмите кнопку <span style="font-weight: bold;">Сохранить</span>. </p>
|
||||
|
||||
<div class="bottom-nav">
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@ -137,7 +139,7 @@
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|
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<p>System settings / Groups</p>
|
||||
<p>Администрирование системы / Группы</p>
|
||||
</div>
|
||||
|
||||
</div>
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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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Группы</span></h1>
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@ -109,63 +111,63 @@
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<!-- Placeholder for topic body. -->
|
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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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-weight: bold;">Группы</span> используются для настройки доступа к <a href="360014164452.html" class="topiclink">файлам</a>, документам, <a href="360006963072.html" class="topiclink">приложениям</a>, <a href="360016427291.html" class="topiclink">элементам приложений</a>, <a href="360007990371.html" class="topiclink">разделам</a>, а также для определения исполнителей в <a href="360008121732.html" class="topiclink">бизнес-процессах</a>.</p>
|
||||
<p class="p_Normal">Сотрудников, которые выполняют схожие задачи или находятся на одном уровне в корпоративной иерархии, удобно объединять в группы, чтобы не настраивать права доступа для каждого по отдельности. Например, можно объединить руководителей отделов и предоставить их группе доступ к папке с отчётами.</p>
|
||||
<p class="p_Normal">Когда вы добавляете пользователя в группу, он автоматически получает права доступа, которыми обладают члены данной группы.</p>
|
||||
<p class="p_Normal">Пользователь может одновременно быть участником нескольких групп. При этом для него всегда действует комбинация его личных прав доступа и прав для групп, членом которых он является.</p>
|
||||
<p class="p_Normal">Существуют следующие группы:</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>
|
||||
<li class="p_Normal">пользовательские. <a href="360006871932.html#administrators" class="topiclink">Администратор</a> может создавать их, редактировать и удалять;</li><li class="p_Normal"><a href="360006871932.html" class="topiclink">системные</a>. Создаются автоматически, их нельзя удалить, но можно <a href="360007146071.html#edit-group" class="topiclink">отредактировать</a>. </li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="groups-1" width="1026" height="620" style="margin:0;width:1026px;height:620px;border:none" src="groups-1.png"/></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Создать группу</span></h2>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Чтобы добавить новую группу: </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>> <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>> <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>
|
||||
<li value="1" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Перейдите на страницу <span style="font-weight: bold;">Администрирование</span> ><span style="font-weight: bold;"> Группы</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Здесь отображены все группы, которые есть в системе, включая группы и роли, настроенные в разделах и приложениях.</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 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 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>
|
||||
<li value="2" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">В правом верхнем углу страницы нажмите кнопку <span style="font-weight: bold;">+ Группа</span>.</li></ol>
|
||||
<ol style="list-style-type:upper-roman" start="3">
|
||||
<li value="3" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Заполните поля в открывшемся окне <span style="font-weight: bold;">Добавление группы</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 36px;"><img alt="groups-2" width="799" height="474" style="margin:0;width:799px;height:474px;border:none" src="groups-2.png"/></p>
|
||||
<ul style="list-style-type:disc">
|
||||
<li><span style="font-weight: bold;">Название</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;"> </span>— название группы, которое будет отображаться в списке групп;</li><li><span style="font-weight: bold;">Описание </span>—<span style="font-weight: bold;"> </span>подробная характеристика группы;</li><li><span style="font-weight: bold;">Группа по умолчанию </span>—<span style="font-weight: bold;"> </span>при выборе опции <span style="font-weight: bold;">Да</span> все новые пользователи будут добавляться в данную группу автоматически;</li><li><span style="font-weight: bold;">Список участников группы </span>—<span style="font-weight: bold;"> </span>в качестве участников можно выбирать определённых пользователей, уже существующие группы и элементы <a href="360003861992.html" class="topiclink">оргструктуры</a>.</li></ul>
|
||||
<p class="p_Normal" style="text-indent: -1px; margin: 0 0 0 37px;">При выборе пользователей доступны все сотрудники компании. Можно воспользоваться <a href="search-on-app-form.html" class="topiclink">поиском по параметрам</a> и отфильтровать сотрудников, например, по должности или дате приёма на работу.</p>
|
||||
<ol style="list-style-type:upper-roman" start="4">
|
||||
<li value="4" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">После внесения данных сохраните группу.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Группы можно также <a href="360007331871.html" class="topiclink">создавать в разделах и приложениях</a>. Вы можете внести изменения в данные группы или <a href="360007146071.html#delete-group" class="topiclink">удалить</a> её.</p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">В общем списке группы типа <span style="font-weight: bold;">Роль</span> обозначены значком <img alt="check-mark-icon" width="27" height="22" style="margin:0;width:27px;height:22px;border:none" src="check-mark-icon.png"/>.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="edit-group" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Изменить данные группы</span></h2>
|
||||
<p class="p_Normal">Созданную группу можно отредактировать:</p>
|
||||
<ul style="list-style-type:disc">
|
||||
<li class="p_Normal">переименовать или изменить её описание;</li><li class="p_Normal">сделать группой по умолчанию или, наоборот, прекратить автоматически добавлять в неё новых пользователей;</li><li class="p_Normal"><a href="360007146071.html#add-user-to-group" class="topiclink">добавить участников</a>. </li></ul>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Для редактирования группы перейдите в раздел <span style="font-weight: bold;">Администрирование</span> > <span style="font-weight: bold;">Группы</span>, выберите группу и нажмите на кнопку <span style="font-weight: bold;">Редактировать</span>. Внесите изменения и сохраните их.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="groups-6" width="655" height="263" style="margin:0;width:655px;height:263px;border:none" src="groups-6.png"/></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="add-user-to-group" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Добавить пользователя в группу</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Добавить пользователя в группу можно двумя способами:</p>
|
||||
<p class="p_Normal">1. <a href="360007146071.html#edit-group" class="topiclink">Изменить данные группы</a>. В окне редактирования в поле <span style="font-weight: bold;">Список участников группы</span> выберите пользователей, группы пользователей или элемент оргструктуры. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="groups-7" width="789" height="464" style="margin:0;width:789px;height:464px;border:none" src="groups-7.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">2. Выбрать необходимые группы при <a href="360004833572.html#add" class="topiclink">приглашении пользователя</a> или при <a href="360004833572.html#edit" class="topiclink">редактировании профиля пользователя</a>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="groups-8" width="789" height="579" style="margin:0;width:789px;height:579px;border:none" src="groups-8.png"/></p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Поиск группы</span></h2>
|
||||
<p style="margin: 14px 0 0 0;">Вы можете найти нужную группу по названию или описанию. Для этого в строке поиска начните вводить слово и нажмите <span style="font-weight: bold;">Enter</span>.</p>
|
||||
<h2 class="p_Heading2"><a id="delete-group" class="hmanchor"></a><span class="f_Heading2">Удалить группу</span></h2>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Начало внимание</span></p>
|
||||
<p class="p_Normal"><a href="360006871932.html" class="topiclink">Системную группу</a> удалить нельзя. </p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Конец внимание</span></p>
|
||||
<p class="p_Normal">Чтобы удалить пользовательскую группу или роль, откройте её карточку и нажмите <span style="font-weight: bold;">Удалить</span>. В общем списке группа станет недоступна, но в дальнейшем её можно восстановить. </p>
|
||||
<p class="p_Normal">Если удалённая группа используется в настройках прав доступа и бизнес-процессах, эти настройки по-прежнему будут применяться, и вы увидите в них удалённую группу. Чтобы отменить выданные ранее права, удалите группу вручную.</p>
|
||||
<p class="p_Normal">Если вы хотите восстановить удалённую группу:</p>
|
||||
<ol style="list-style-type:decimal">
|
||||
<li value="1" class="p_Normal">Отобразите её в списке групп, используя в строке поиска фильтр <span style="font-weight: bold;">Удаленные</span>.</li></ol>
|
||||
<p class="p_Normal"><img alt="groups-5" width="674" height="202" style="margin:0;width:674px;height:202px;border:none" src="groups-5.png"/></p>
|
||||
<ol style="list-style-type:decimal">
|
||||
<li value="2" class="p_Normal">Откройте карточку группы и нажмите <span style="font-weight: bold;">Восстановить</span>.</li></ol>
|
||||
|
||||
<div class="bottom-nav">
|
||||
|
||||
<a id="prev-link" class="topic__navi_prev" href="active-users.html">
|
||||
<a id="prev-link" class="topic__navi_prev" href="360003861992.html">
|
||||
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
|
||||
class="bottom-nav__link">active-users.html</span>
|
||||
class="bottom-nav__link">360003861992.html</span>
|
||||
</a>
|
||||
|
||||
|
||||
@ -176,7 +178,7 @@
|
||||
|
||||
</div>
|
||||
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
|
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@ -184,7 +186,7 @@
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<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
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@ -1,19 +1,20 @@
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<html lang="ru">
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|
||||
<a class="header__logo" href="https://brix365.com/en/help">
|
||||
<img src="./logo-en.svg" alt="header logo">
|
||||
<a class="header__logo" href="https://elma365.com/ru/help">
|
||||
<img src="./logo.svg" alt="header logo">
|
||||
</a>
|
||||
<!-- <div class="hero__search-form" id="search-panel">
|
||||
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
|
||||
<form class="search-form" onsubmit="ym(83179930,'reachGoal','poisk')">
|
||||
<label class="search-form__label">
|
||||
<span id="reset-search" class="search__icon"></span>
|
||||
<input class="search-form__input" type="text">
|
||||
@ -63,7 +65,7 @@
|
||||
</div>
|
||||
<div class="header__navi">
|
||||
|
||||
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
|
||||
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
|
||||
|
||||
|
||||
</div>
|
||||
@ -78,8 +80,8 @@
|
||||
|
||||
<aside class="sidebar" id="sidebar">
|
||||
<div class="sidebar__header">
|
||||
<a class="header__logo" href="https://brix365.com/en/help">
|
||||
<img src="./logo-light-en.svg">
|
||||
<a class="header__logo" href="https://elma365.com/ru/help">
|
||||
<img src="./logo-light.svg">
|
||||
</a>
|
||||
<span class="sidebar__close elma-365-close" id="close"></span>
|
||||
</div>
|
||||
@ -92,15 +94,15 @@
|
||||
<div class="article-inner">
|
||||
<div class="content">
|
||||
<header class="article__header">
|
||||
<div class="article__bread" style="display:flex; gap:10px;">
|
||||
<div class="article__bread" style="display:flex; gap:10px;">
|
||||
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
|
||||
|
||||
<div class="topic__breadcrumbs">
|
||||
<p>Low-code designer > <a href="360006963072.html">App</a> / Creating an app</p>
|
||||
<p>Low-code дизайнер > <a href="360006963072.html">Приложение</a> / Создание приложения</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
<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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Создание приложения</span></h1>
|
||||
</div>
|
||||
|
||||
</header>
|
||||
@ -109,109 +111,104 @@
|
||||
<a href="#h1-article" class="scroll-top"></a>
|
||||
</div>
|
||||
<!-- 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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Приложение можно создать двумя способами:</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 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 внимание </span></p>
|
||||
<h2 class="p_Heading2"><a id="from_scratch" class="hmanchor"></a><span class="f_Heading2">Create an app from scratch</span></h2>
|
||||
<li><a href="360007235031.html#from_scratch" class="topiclink">создать приложение с нуля</a>;</li><li><a href="360007235031.html#import_from_file" class="topiclink">импортировать из файла формата .e365</a>.</li></ul>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Начало внимание </span></p>
|
||||
<p class="p_Normal">Создавать приложения могут только пользователи, включенные в группу <a href="360006871932.html#administrators" class="topiclink">Администраторы</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Конец внимание</span></p>
|
||||
<h2 class="p_Heading2"><a id="from_scratch" class="hmanchor"></a><span class="f_Heading2">Создать приложение с нуля</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>
|
||||
<li value="1" class="p_Normal">В левом меню <a href="360007990371.html" class="topiclink">раздела</a> нажмите кнопку <span style="font-weight: bold;">Добавить</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 0 0 0 34px;"><img alt="360007235031-1" width="222" height="413" style="margin:0;width:222px;height:413px;border:none" src="360007235031-1.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>
|
||||
<li value="2" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">В открывшемся окне нажмите на блок <span style="font-weight: bold;">Приложение</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 34px;"><img alt="create-app-2" width="589" height="521" style="margin:0;width:589px;height:521px;border:none" src="create-app-2.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>
|
||||
<li value="3" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a id="add-app" class="hmanchor"></a>Внесите данные о приложении.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="create-app-3" width="582" height="502" style="margin:0;width:582px;height:502px;border:none" src="create-app-3.png"/></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>
|
||||
<li><span style="font-weight: bold;">Название Приложения</span><span style="font-weight: bold; color: #ff0000;">*</span> — укажите имя приложения, которое будет отображаться в левом меню раздела;</li><li><span style="font-weight: bold;">Ссылка на Приложение </span>— формируется автоматически из названия приложения. На этапе создания текст ссылки можно изменить. В дальнейшем ссылка используется для быстрого доступа к приложению;</li><li><a id="link" class="hmanchor"></a><span style="font-weight: bold;">Название элемента</span> — укажите название <a href="360016427291.html#create_form" class="topiclink">кнопки создания нового элемента</a> на странице приложения;</li><li><a id="type" class="hmanchor"></a><span style="font-weight: bold;">Тип </span>—<span style="font-weight: bold;"> </span>выберите тип приложения:<ul style="list-style-type:disc">
|
||||
<li><span style="font-weight: bold;">Стандартное</span> — приложение типа справочник;</li><li><span style="font-weight: bold;">Событие</span> — приложение, позволяющее создавать события в <a href="360028290132.html" class="topiclink">календаре</a>;</li><li><span style="font-weight: bold;">Документ</span> — приложение, предназначенное для создания документов. У приложения типа <a href="360009923631.html" class="topiclink">Документ</a> есть ряд особых настроек, предназначенных для упрощения работы с документами. К ним относится <a href="360009671252.html" class="topiclink">возможность загрузки, просмотра и редактирования файла на карточке документа</a>, <a href="app-registration-settings.html" class="topiclink">регистрация</a> и резервирование номеров документов.</li></ul></li></ul>
|
||||
<p style="margin: 0 0 0 35px;">Обратите внимание, после создания приложения нельзя изменить его тип. </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 document’s 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>
|
||||
<li><a id="visibility" class="hmanchor"></a><span style="font-weight: bold;">Видимость</span> — выберите, кому из сотрудников нужно предоставить <a href="360009919211.html" class="topiclink">доступ к приложению</a>. Позднее эти настройки можно будет <a href="360009919211.html" class="topiclink">изменить</a> и указать группы сотрудников, которые смогут взаимодействовать с приложением;<ul style="list-style-type:disc">
|
||||
<li><span style="font-weight: bold;">Открыт всем</span> — приложение будет отображаться в левом меню раздела у всех пользователей. Каждый сотрудник сможет просматривать его элементы;</li><li><span style="font-weight: bold;">Только администраторам</span> — приложение смогут увидеть только пользователи, включенные в группу <a href="360006871932.html#administrators" class="topiclink">Администраторы</a>.</li></ul>
|
||||
<li><span style="font-weight: bold;">Иконка Приложения</span> — графическое изображение приложения в левом меню раздела. Помогает пользователям быстрее находить приложение;</li><li><a id="view" class="hmanchor"></a><span style="font-weight: bold;">Показывать</span> — выберите один из способов отображения элементов приложения: в виде<span style="font-weight: bold;"> </span>плитки или таблицы.</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>
|
||||
<li value="4" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Нажмите на кнопку <span style="font-weight: bold;">Создать</span>.</li><li value="5" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">На следующем шаге необходимо настроить форму приложения.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><a id="create_form" class="hmanchor"></a>Окно <span style="font-weight: bold;">Настройки формы</span> содержит две области: слева — форма <a href="360016427291.html" class="topiclink">элемента приложения</a>, справа — боковая панель со свойствами. Подробное описание всех типов свойств вы найдете в статье <span style="background-color: #ffffff;"><a href="360009707032.html" class="topiclink">«Типы данных в системе»</a></span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="настройки формы приложения" width="701" height="452" style="margin:0;width:701px;height:452px;border:none" src="hmfile_hash_cd57a9a3.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Чтобы создать форму, перетаскивайте свойства с боковой панели в левую часть окна. Используйте способ drag‑and‑drop, чтобы изменить порядок расположения свойств.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Каждое размещенное на форме слева свойство — это поле, которое пользователи должны будут заполнить при создании нового элемента приложения. Укажите, какие поля будут обязательны для заполнения <img alt="8.png" title="8.png" width="20" height="20" style="margin:0;width:20px;height:20px;border:none" src="360011749351-8.png"/>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Свойства отображаются в левой части окна в свернутом виде. Нажмите на свойство, чтобы просмотреть все доступные настройки.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="настройка форм приложения" width="761" height="174" style="margin:0;width:761px;height:174px;border:none" src="hmfile_hash_1649d08f.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Вы можете отредактировать:</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 style="vertical-align:middle; width:245px; height:48px; padding:1px; border:solid thin #a0a0a0;"><p><img alt="номер телефона" width="135" height="25" style="margin:0;width:135px;height:25px;border:none" src="hmfile_hash_eb036ae8.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 style="vertical-align:middle; width:501px; height:48px; padding:1px; border:solid thin #a0a0a0;"><p style="margin: 0 0 0 7px;">Название свойства, которое будет отображаться на формах создания, просмотра и редактирования элемента приложения.</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 style="vertical-align:middle; width:245px; height:48px; padding:1px; border:solid thin #a0a0a0;"><p><img alt="код" width="51" height="31" style="margin:0;width:51px;height:31px;border:none" src="hmfile_hash_fd45442f.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 style="vertical-align:middle; width:501px; height:48px; padding:1px; border:solid thin #a0a0a0;"><p style="margin: 0 0 0 7px;">Код свойства, использующийся при работе с 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>
|
||||
<td style="vertical-align:middle; width:245px; height:74px; padding:1px; border:solid thin #a0a0a0;"><p><img alt="подсказка" width="72" height="25" style="margin:0;width:72px;height:25px;border:none" src="hmfile_hash_81067ce4.png"/></p>
|
||||
</td>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:510px; height:74px; padding:1px; border:solid thin #a0a0a0;"><p style="margin: 0 0 0 7px;">Дополнительная информация, поясняющая каким образом можно заполнить поле на форме элемента приложения,<span style="font-style: italic;"> </span>например: «Укажите номер телефона в формате +7 9ХХ ХХХ ХХ ХХ».</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 10" width="170" height="34" style="margin:0;width:170px;height:34px;border:none" src="hmfile_hash_11308794.png"/></p>
|
||||
<td style="vertical-align:middle; width:245px; height:74px; padding:1px; border:solid thin #a0a0a0;"><p><img alt="поиск и сортировка по полю" width="190" height="28" style="margin:0;width:190px;height:28px;border:none" src="hmfile_hash_f938c0bd.png"/></p>
|
||||
</td>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:501px; height:74px; padding:1px; border:solid thin #a0a0a0;"><p style="margin: 0 0 0 7px;"><a id="search-and-sort-by-field" class="hmanchor"></a>Если вы выберете эту опцию, то значение данного поля будет использоваться в качестве параметра <a href="360009669952.html" class="topiclink">поиска элемента приложения</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="vertical-align:middle; width:344px; height:213px; padding:1px; border:solid thin #a0a0a0;"><p style="line-height: 1.20;"><img alt="caa 11" width="178" height="223" style="margin:0;width:178px;height:223px;border:none" src="hmfile_hash_709071da.png"/></p>
|
||||
<td style="vertical-align:middle; width:245px; height:213px; padding:1px; border:solid thin #a0a0a0;"><p><img alt="тип телефона" width="178" height="219" style="margin:0;width:178px;height:219px;border:none" src="hmfile_hash_098a3bd7.png"/></p>
|
||||
</td>
|
||||
<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>
|
||||
<td style="vertical-align:middle; width:501px; height:213px; padding:1px; border:solid thin #a0a0a0;"><p style="margin: 0 0 0 7px;">У каждого свойства есть свой набор параметров. Например, для свойства <span style="font-weight: bold;">Номер телефона</span> можно указать тип номера — домашний, рабочий, мобильный и т. д. Для свойства <span style="font-weight: bold;">Деньги</span> — тип валюты, например, российский рубль, доллар США и т. д. Подробнее о свойствах и их персональных настройках можно прочитать в статье <a href="360009707032.html" class="topiclink">«Типы данных в системе»</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
</div>
|
||||
<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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Чтобы удалить свойство, нажмите на значок корзины в строке со свойством. Обратите внимание, свойство отмеченное значком <img alt="360014651772-mceclip10" width="26" height="23" style="margin:0;width:26px;height:23px;border:none" src="360014651772-mceclip10.png"/> — это <a href="360007679591.html#ways" class="topiclink">ключевая переменная</a>. Ее нельзя удалить, так как она используется для генерации имени элемента приложения.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Подробное описание настройки формы приводится в статье <span style="background-color: #ffffff;"><a href="360009918011.html" class="topiclink">«Формы элемента приложения»</a></span><span style="color: #394149; background-color: #ffffff;">.</span></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>
|
||||
<li value="6" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">После того как вы настроили форму, нажмите кнопку <span style="font-weight: bold;">Сохранить</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="сохранить настройки формы приложения" width="671" height="352" style="margin:0;width:671px;height:352px;border:none" src="hmfile_hash_c4fae48d.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">По умолчанию настроенная таким образом форма будет открываться при создании, просмотре и редактировании элемента приложения. Если вы хотите, чтобы формы создания, просмотра и редактирования различались, перейдите в <a href="360028941032.html" class="topiclink">расширенный режим</a>.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="import_from_file" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Импортировать приложение из файла .e365</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">При добавлении приложения в компанию из файла формата <span style="font-weight: bold;">.e365</span> будут импортированы бизнес-процессы, группы, статусы, настроенные в приложении.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Чтобы загрузить файл, выполните следующие действия:</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>
|
||||
<li value="1" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">В левом меню раздела нажмите кнопку <span style="font-weight: bold;">Добавить</span> и выберите опцию <span style="font-weight: bold;">Загрузить файл</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="create-app-7" width="556" height="495" style="margin:0;width:556px;height:495px;border:none" src="create-app-7.png"/></p>
|
||||
<ol style="list-style-type:upper-roman" start="2">
|
||||
<li value="2" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Выберите файл формата <span style="font-weight: bold;">.e365</span> для загрузки с локального компьютера или из файлов системы и нажмите <span style="font-weight: bold;">Далее</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="выберите файл" width="441" height="123" style="margin:0;width:441px;height:123px;border:none" src="hmfile_hash_083e928e.png"/></p>
|
||||
<p style="margin: 14px 0 0 0;">Если вы загружаете приложение, созданное или изменённое в более новой версии системы (например, 2024.4), чем ваша текущая версия (например, 2024.1), появится предупреждение. Импорт может не выполниться или приложение может работать некорректно, т. к. в более новой версии могут быть изменения, несовместимые с вашей версией. Выберите, отменить или продолжить процесс импорта.</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, 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>
|
||||
<li value="3" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">В открывшемся окне при необходимости отредактируйте информацию о загружаемом приложении.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="импорт приложения2" width="550" height="190" style="margin:0;width:550px;height:190px;border:none" src="hmfile_hash_0d213287.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>Specify the app name that will be displayed in the workspace left menu. </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>
|
||||
<li><span style="font-weight: bold;">Название</span><span style="font-weight: bold; color: #ff0000;">*</span> — название загружаемого приложения, отображаемое в левом меню раздела. На этапе импорта его можно изменить;</li><li><span style="font-weight: bold;">Ссылка на приложение</span><span style="font-weight: bold; color: #ff0000;">*</span> — генерируется из названия приложения и используется для быстрого доступа к нему;</li></ul>
|
||||
<ul style="list-style-type:disc">
|
||||
<li><span style="font-weight: bold;">Описание </span>— данное поле содержит информацию, которую указал пользователь при <a href="360009669292.html" class="topiclink">экспорте приложения</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>
|
||||
<li value="4" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Нажмите на кнопку <span style="font-weight: bold;">Далее</span>.</li></ol>
|
||||
<ol style="list-style-type:upper-roman" start="5">
|
||||
<li value="5" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">На следующем этапе укажите начальные настройки приложения. Определите список пользователей в <a href="360007331871.html" class="topiclink">группах</a> и назначьте их на <a href="360007331871.html#role" class="topiclink">роли</a>. Чтобы добавить элемент в поле, нажмите значок лупы и выберите нужную должность или сотрудника из открывшегося списка.</li><li value="6" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Нажмите кнопку <span style="font-weight: bold;">Установить</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 0 0 0 34px;">Запустится проверка загруженного приложения на наличие ошибок. Если в результате проверки найдена ошибка, например, нарушена структура созданных пользовательских групп, вы увидите оповещение. Приложение нельзя будет добавить в компанию.</p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 35px;">Если найдены некритические ошибки, например, несоответствия переменных в <a href="360026936731.html" class="topiclink">шаблонах документов</a>, вы увидите предупреждение об этом. Установку приложения можно продолжить.</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>
|
||||
<li value="7" class="p_Normal">Когда загрузка завершится успешно, в открывшемся окне нажмите кнопку <span style="font-weight: bold;">Перейти к Приложению</span>.</li></ol>
|
||||
<p class="p_Normal">После добавления приложения вы можете создавать <a href="360016427291.html" class="topiclink">элементы приложения</a> и <a href="360009921131.html" class="topiclink">бизнес-процессы</a>, <a href="360009918011.html" class="topiclink">редактировать формы</a> и настраивать <a href="360009920611.html" class="topiclink">статусы</a>. Кроме того, можно изменить название приложения и его элементов, его иконку и описание. Подробнее читайте в статье <span style="background-color: #ffffff;"><a href="360007708691.html" class="topiclink">«Настройки приложения»</a></span><span style="color: #394149; background-color: #ffffff;">.</span></p>
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<div class="bottom-nav">
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@ -228,7 +225,7 @@
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@ -236,7 +233,7 @@
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@ -1,19 +1,20 @@
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<!DOCTYPE html>
|
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<html lang="en">
|
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<html lang="ru">
|
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|
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<head>
|
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<title>Groups and roles in workspaces and apps</title>
|
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<title>Группы и роли в разделах и приложениях</title>
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
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<meta name="description" content="You can create user groups and assign users to roles in workspaces and apps." />
|
||||
<meta name="description" content="Вы можете создавать группы пользователей, а также назначать пользователям определённые роли в разделах и приложениях." />
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<meta property="og:title" content="Cправка по Low-code платформе ELMA365" />
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@ -23,6 +24,7 @@
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@ -34,16 +36,16 @@
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<body>
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@ -63,7 +65,7 @@
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
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</div>
|
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@ -78,8 +80,8 @@
|
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||||
<aside class="sidebar" id="sidebar">
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||||
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<a class="header__logo" href="https://brix365.com/en/help">
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@ -92,15 +94,15 @@
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||||
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|
||||
<p>Low-code designer > App builder / Groups and roles in workspaces and apps</p>
|
||||
<p>Low-code дизайнер > Конструктор приложений / Группы и роли в разделах и приложениях</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
<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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Группы и роли в разделах и приложениях</span></h1>
|
||||
</div>
|
||||
|
||||
</header>
|
||||
@ -109,62 +111,62 @@
|
||||
<a href="#h1-article" class="scroll-top"></a>
|
||||
</div>
|
||||
<!-- Placeholder for topic body. -->
|
||||
<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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Вы можете создавать группы<span style="font-weight: bold;"> </span>пользователей, а также назначать пользователям определённые роли в разделах и приложениях.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Это<span style="font-weight: bold;"> </span>позволяет:</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>
|
||||
<li class="p_Normal">управлять основным доступом к <a href="360009660872.html" class="topiclink">разделам</a> и <a href="360009919211.html" class="topiclink">приложениям</a>; </li><li class="p_Normal">настраивать индивидуальный доступ к <a href="app-rights.html" class="topiclink">приложению</a>, его <a href="folder-rights.html" class="topiclink">папкам</a> и <a href="element-right.html" class="topiclink">элементам</a>; </li><li class="p_Normal">определить исполнителей в <a href="360012263032.html#static" class="topiclink">статической зоне ответственности</a> бизнес-процесса.</li></ul>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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_Normal" style="margin: 14px 0 0 0;">Группы и роли, созданные в приложении, нельзя использовать при настройке доступа к разделу.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="group" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Группа</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Несколько сотрудников могут выполнять схожие задачи в рамках раздела или приложения. Объедините их в группы для того, чтобы управлять доступом было проще.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Например, в отделе продаж часть сотрудников работает с юридическими лицами, а часть — с физическими. Вы можете объединить их в две разные группы и соответствующим образом настроить доступ к приложениям <span style="font-weight: bold;">Юр. лица</span> и <span style="font-weight: bold;">Физ. лица</span> в разделе <span style="font-weight: bold;">Контрагенты</span>. Это быстрее и удобнее, чем настраивать доступ для каждого сотрудника индивидуально.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Вы также можете использовать группы при моделировании процессов компании. В этом случае задачи будут назначаться именно этой группе сотрудников.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Роль</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Роль схожа с группой по своим функциям, но на неё можно назначить только одного пользователя или должность из <a href="360003861992.html" class="topiclink">организационной структуры</a>. При экспорте раздела или приложения ролевая модель сохраняется, и её легко настроить для новой компании, назначив на роли соответствующих пользователей или должности.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Например, в вашей компании регистрацией входящей документации занимается один сотрудник — делопроизводитель. В другой компании эту же задачу выполняет секретарь. Вы назначаете делопроизводителя на роль <span style="font-weight: bold;">Регистрация документов</span> в разделе <span style="font-weight: bold;">Документы</span> и даёте ему доступ к приложениям <span style="font-weight: bold;">Корреспонденция</span>, <span style="font-weight: bold;">Договоры</span> и <span style="font-weight: bold;">Акты</span>. При импорте этого раздела в другую компанию на эту же роль назначат секретаря, а настройки доступа при этом сохранятся.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Если вы не используете роль, а настраиваете доступ для конкретного сотрудника и включаете его в исполнители задач бизнес-процесса, то при импорте эти настройки не перенесутся в другую компанию и их придется настраивать заново.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="margin: 14px 0 0 0;">Создавать и редактировать группы и роли в разделах и приложениях могут только пользователи, включённые в группу<span style="font-weight: bold;"> </span><a href="360006871932.html#administrators" class="topiclink">Администраторы</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="create-workspace-group" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Создать группу или роль в разделе</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>
|
||||
<li value="1" class="p_Normal" style="margin-top: 19px; margin-right: 0; margin-bottom: 0;">Нажмите на значок шестерёнки рядом с его названием и выберите пункт <span style="font-weight: bold;">Настройки групп</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="360007331871-1" width="370" height="324" style="margin:0;width:370px;height:324px;border:none" src="360007331871-1.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Откроется страница со списком групп и ролей. </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>
|
||||
<li value="2" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">В правом углу страницы нажмите <span style="font-weight: bold;">+ Группа</span> для добавления новой группы или роли.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="360007331871-2" width="667" height="217" style="margin:0;width:667px;height:217px;border:none" src="360007331871-2.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>
|
||||
<li value="3" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Заполните поля:</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 36px;"><img alt="create-group-3" width="914" height="566" style="margin:0;width:914px;height:566px;border:none" src="create-group-3.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;">.</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>
|
||||
<li><span style="font-weight: bold;">Название</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;"> </span>—<span style="font-weight: bold;"> </span>укажите название, которое будет отображаться в списке групп;</li><li><span style="font-weight: bold;">Описание </span>— опишите назначение группы;</li><li><span style="font-weight: bold;">Тип</span> — выберите тип, который хотите создать:<ul style="list-style-type:circle">
|
||||
<li><a id="role" class="hmanchor"></a>на роль можно назначить только одного пользователя или элемент оргструктуры. В бизнес-процессах роли используются только в статических<span style="font-weight: bold;"> </span>зонах ответственности;</li><li>группа может содержать несколько пользователей, групп и элементов оргструктуры. В бизнес-процессах группы используются только в статических<span style="font-weight: bold;"> </span>зонах ответственности;</li></ul>
|
||||
<li><span style="font-weight: bold;">Группа по умолчанию</span> — при выборе значения <span style="font-weight: bold;">Да</span> в группу будут автоматически добавляться все новые пользователи системы;</li><li><span style="font-weight: bold;">Список участников группы </span>— добавьте конкретных пользователей, группы или элементы оргструктуры. Для этого либо начните вводить фамилию или название в поле, либо нажмите на значок лупы и выберите необходимые объекты в открывшемся окне. Один пользователь может быть включён в несколько групп.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"> <img alt="groups-and-roles-4" width="556" height="279" style="margin:0;width:556px;height:279px;border:none" src="groups-and-roles-4.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>
|
||||
<li value="4" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">После того как вы указали данные нажмите <span style="font-weight: bold;">Сохранить</span>. </li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Созданная группа или роль появится в списке групп. </p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Создать группу или роль в приложении</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Нажмите значок шестерёнки рядом с названием приложения и выберите пункт <span style="font-weight: bold;">Группы и роли</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="groups-and-roles-5" width="459" height="427" style="margin:0;width:459px;height:427px;border:none" src="groups-and-roles-5.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Дальнейшие шаги аналогичны шагам при <a href="360007331871.html#create-workspace-group" class="topiclink">создании группы или роли в разделе</a>.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Редактировать группу</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Вы можете изменить данные группы: название, описание и список участников. Определённый при создании тип не редактируется. </p>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Откройте список групп и нажмите на название группы или роли, чтобы перейти в её карточку. Затем нажмите <span style="font-weight: bold;">Редактировать</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="groups-and-roles-6" width="455" height="254" style="margin:0;width:455px;height:254px;border:none" src="groups-and-roles-6.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Откроется окно <span style="font-weight: bold;">Редактирование группы</span>, в котором вы можете внести изменения.</p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Удалить группу</span></h2>
|
||||
<p class="p_Normal">Чтобы удалить созданную группу или роль, откройте её карточку и нажмите <span style="font-weight: bold;">Удалить</span>. В общем списке групп раздела или приложения удалённая группа станет недоступна, но в дальнейшем её можно восстановить. </p>
|
||||
<p class="p_Normal">Если удалённая группа используется в настройках прав доступа и бизнес-процессах, эти настройки по‑прежнему будут применяться, и вы увидите в них удалённую группу. Чтобы отменить выданные ранее права, удалите группу вручную.</p>
|
||||
<p class="p_Normal">При экспорте приложения или раздела удалённые группы не экспортируются.</p>
|
||||
<p class="p_Normal">Чтобы восстановить удалённую группу:</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>
|
||||
<li value="1" class="p_Normal">Отобразите её в списке групп раздела или приложения, используя в строке поиска фильтр <span style="font-weight: bold;">Удаленные</span>.</li></ol>
|
||||
<p class="p_Normal"><img alt="groups-and-roles-1" width="1012" height="220" style="margin:0;width:1012px;height:220px;border:none" src="groups-and-roles-1.png"/></p>
|
||||
<ol style="list-style-type:decimal">
|
||||
<li value="2" class="p_Normal">Откройте карточку группы и нажмите <span style="font-weight: bold;">Восстановить</span>.</li></ol>
|
||||
|
||||
<div class="bottom-nav">
|
||||
|
||||
@ -181,7 +183,7 @@
|
||||
|
||||
</div>
|
||||
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
|
||||
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||||
</section>
|
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</div>
|
||||
@ -189,7 +191,7 @@
|
||||
<input type="checkbox" />
|
||||
<div class="article__arrow"></div>
|
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<div class="table-of-contents elma365-right" id="toc2Content">
|
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<h3 class="h3-toc">In this topic</h3>
|
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<h3 class="h3-toc">В этой статье</h3>
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@ -200,30 +202,63 @@
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<div class="footer-mobile">
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|
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<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
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<ul class="footer-mobile__list"><li><a href="https://api.elma365.com/ru/" target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/" target="_blank">TS SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/elma365" target="_blank">Академия</a></li></ul><ul class="footer-mobile__list"><li><a href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li></ul>
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<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
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<div><span class="mobile-question-popup">Отправить фидбэк</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Задать вопрос</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Отправить"></div></form><div class="hidden fade-in question-success-xs">Ваш фидбэк отправлен.</div></div>
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<div class="footer-flex-b">
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<span class="footer-copy">© 2025 BRIX</span>
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<div class="footer-flex-b">
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<div class="footer-top">
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<span class="footer-copy">© 2025
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ELMA365
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<li class="footer-item">
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<div class="footer-line-copy">
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<span class="footer-copy">© 2025
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ELMA365
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<li class="footer-item"><a href="https://elma365.com/ru/" target="_blank" class="footer-link" style="color: #0D4A75;"><img src="browse.svg" alt="browse icon" class="footer-img">elma365.com</a></li><li class="footer-item"><a href="https://www.youtube.com/user/ELMABPM" target="_blank" class="footer-link"><img src="yt.svg" alt="youtube icon" class="footer-img"></a></li><li class="footer-item"><a href="https://vk.com/elma_bpm" target="_blank" class="footer-link"><img src="vk.svg" alt="vk icon" class="footer-img"></a></li><li class="footer-item"><a href="https://t.me/elmaday" target="_blank" class="footer-link"><img src="tg.svg" alt="telegram icon" class="footer-img"></a></li><li class="footer-item"><a href="https://dzen.ru/elma" target="_blank" class="footer-link"><img src="dzen.svg" alt="dzen icon" class="footer-img"></a></li>
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</div>
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</div>
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<a href="#" class="arrow-top"></a>
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BIN
platform/360007426699-6.png
Normal file
BIN
platform/360007426699-6.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 50 KiB |
@ -1,19 +1,20 @@
|
||||
<!DOCTYPE html>
|
||||
<html lang="en">
|
||||
<html lang="ru">
|
||||
|
||||
<head>
|
||||
<title>Access to app data</title>
|
||||
<title>Доступ к данным приложения</title>
|
||||
<meta name="generator" content="Help+Manual" />
|
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<meta name="description" content="In BRIX, you can set up flexible access permissions for data stored in apps." />
|
||||
<meta name="description" content="В ELMA365 можно гибко настраивать доступ к данным, хранящимся в приложении." />
|
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<meta name="picture" content="" />
|
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<meta property="og:type" content="website" />
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<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
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<meta property="og:url" content="https://brix365.com/en/help" />
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<meta property="og:title" content="Cправка по Low-code платформе ELMA365" />
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
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@ -23,6 +24,7 @@
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@ -34,16 +36,16 @@
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</head>
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<body>
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<header class="header elma-365">
|
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<a class="header__logo" href="https://brix365.com/en/help">
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<img src="./logo-en.svg" alt="header logo">
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<a class="header__logo" href="https://elma365.com/ru/help">
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<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
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@ -63,7 +65,7 @@
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</div>
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<div class="header__navi">
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|
||||
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
|
||||
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
|
||||
|
||||
|
||||
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|
||||
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|
||||
|
||||
<aside class="sidebar" id="sidebar">
|
||||
<div class="sidebar__header">
|
||||
<a class="header__logo" href="https://brix365.com/en/help">
|
||||
<img src="./logo-light-en.svg">
|
||||
<a class="header__logo" href="https://elma365.com/ru/help">
|
||||
<img src="./logo-light.svg">
|
||||
</a>
|
||||
<span class="sidebar__close elma-365-close" id="close"></span>
|
||||
</div>
|
||||
@ -92,15 +94,15 @@
|
||||
<div class="article-inner">
|
||||
<div class="content">
|
||||
<header class="article__header">
|
||||
<div class="article__bread" style="display:flex; gap:10px;">
|
||||
<div class="article__bread" style="display:flex; gap:10px;">
|
||||
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
|
||||
|
||||
<div class="topic__breadcrumbs">
|
||||
<p><a href="access_permissions.html">Access permissions in BRIX</a> / Access to app data</p>
|
||||
<p><a href="access_permissions.html">Система прав доступа в ELMA365</a> / Доступ к данным приложения</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
<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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Доступ к данным приложения</span></h1>
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|
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||||
<a href="#h1-article" class="scroll-top"></a>
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<!-- Placeholder for topic body. -->
|
||||
<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_Normal" style="margin: 14px 0 0 0;">В ELMA365 можно гибко настраивать доступ к данным, хранящимся в приложении.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В зависимости от занимаемой должности или роли у сотрудников могут быть разные <a href="360007527512.html#assign" class="topiclink">типы прав доступа</a> к данным приложения. Например, руководитель отдела продаж может создавать, редактировать и удалять записи в приложении <a href="360012680899.html" class="topiclink">Сделки</a>, а менеджер по продажам — только просматривать.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="line-height: 1.28; margin: 0 0 11px 0;">Выдавать и ограничивать доступ к данным приложения может <a href="360006871932.html#administrators" class="topiclink">администратор</a> системы в настройках приложения.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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 don’t 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>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Как настроить доступ</span></h2>
|
||||
<p style="margin: 14px 0 0 0;">Обратите внимание, для сотрудников, постоянно работающих с приложением, нужно предоставить верхнеуровневый доступ <a href="360009660872.html" class="topiclink">к разделу</a>, в котором оно размещено, и <a href="360009919211.html" class="topiclink">к самому приложению</a>. Тогда к доступным элементам приложения можно перейти через левое меню.</p>
|
||||
<p style="margin: 14px 0 0 0;">Если отдельные сотрудники работают с данными приложения разово, например, только в рамках задач бизнес-процесса, можно не предоставлять доступы к разделу и приложению. Тогда сотрудник с доступом к данным приложения перейдёт в карточку элемента по прямой ссылке, например, из процессной задачи.</p>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Чтобы ограничить доступ к данным приложения:</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>
|
||||
<li value="1" class="p_Normal" style="margin-top: 19px; margin-right: 0; margin-bottom: 0;">Нажмите на значок шестерёнки<span class="f_ImageCaption"> </span>справа от его названия и выберите <span style="font-weight: bold;">Настройка доступа</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 36px;"><img alt="access_settings-1" width="412" height="322" style="margin:0;width:412px;height:322px;border:none" src="access_settings-1.png"/></p>
|
||||
<ol style="list-style-type:upper-roman">
|
||||
<li value="2" class="p_Normal" style="margin-top: 19px; margin-right: 0; margin-bottom: 0;">На открывшейся странице по умолчанию выбрана опция <span style="font-weight: bold;">У всех пользователей есть доступ к Приложению и ко всем его элементам</span>. Это значит, что все пользователи могут:</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>
|
||||
<li class="p_Normal">создавать, просматривать, редактировать и удалять элементы приложения;</li><li class="p_Normal">видеть папки настроенного в приложении <a href="folder_tree.html" class="topiclink">иерархического справочника</a> и входящие в них элементы;</li><li class="p_Normal"><a href="360009264480.html" class="topiclink">экспортировать</a> и <a href="360009354059.html" class="topiclink">импортировать</a> данные приложения.</li></ul>
|
||||
<p class="p_Normal" style="margin: 0 0 0 36px;"><img alt="настройка доступа 2" width="631" height="178" style="margin:0;width:631px;height:178px;border:none" src="hmfile_hash_8eda61ac.png"/></p>
|
||||
<ol style="list-style-type:upper-roman">
|
||||
<li value="3" class="p_Normal" style="margin-top: 19px; margin-right: 0; margin-bottom: 0;">Если вы хотите разграничить права доступа, выберите опцию <span style="font-weight: bold;">Ограничить доступ к данным</span>.</li></ol>
|
||||
<h2 class="p_Heading2"><a id="limit" class="hmanchor"></a><span class="f_Heading2">Ограничение доступа</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Опция <span style="font-weight: bold;">Ограничить доступ к данным </span>позволяет выбрать сотрудников и определить, какие действия они могут совершать с элементами приложения.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="access_settings-3" width="981" height="445" style="margin:0;width:981px;height:445px;border:none" src="access_settings-3.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Ограничить доступ к данным приложения можно, выбрав один из вариантов:</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 employee’s position. For example, all HR department employees can view job openings, but only the manager can create, edit, and delete them.</span></p>
|
||||
<li value="1"><a href="app-rights.html" class="topiclink">На уровне приложения</a> — самый мягкий вариант. Назначенные пользователям права применяются ко всем элементам приложения.</li></ol>
|
||||
<p style="margin: 7px 0 7px 36px;">Используйте этот уровень ограничения, когда все данные приложения могут быть доступны всем сотрудникам, работающим с ним. При этом разграничить права можно в зависимости от должности. Например, просматривать любую вакансию могут все HR-менеджеры, а создавать, редактировать и удалять — только начальник HR-отдела.</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>
|
||||
<li value="2"><a href="folder-rights.html" class="topiclink">На уровне папок приложения</a> — если в приложении <a href="folder_tree.html" class="topiclink">созданы папки</a>, можно назначить разным пользователям разные права для данных каждой папки приложения.</li></ol>
|
||||
<p style="margin: 7px 0 7px 36px;">Используйте этот вариант, когда разным сотрудникам доступны данные разных папок. Например, в приложении <span style="font-weight: bold;">Вакансии</span> созданы две папки: для вакансий на руководящие должности и для вакансий на должности специалистов. С данными первой папки работает только начальник HR-отдела, а с данными второй папки — HR-менеджеры.</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>
|
||||
<li value="3"><a href="element-right.html" class="topiclink">На уровне элементов приложения</a> — самый строгий вариант разграничения доступа. Можно назначить разные права разным пользователям к отдельным элементам приложения.</li></ol>
|
||||
<p style="margin: 7px 0 7px 37px;">Используйте этот уровень, когда нужно разграничить доступ к каждому элементу приложения. Например, в отделе продаж каждый менеджер работает только со своими договорами. Данные договоров являются конфиденциальной информацией для других сотрудников. Тогда право просматривать и редактировать договор можно назначить только его <span style="font-weight: bold;">Автору</span> и сотрудникам, указанным в карточке договора <span style="font-weight: bold;">Руководителем</span> и <span style="font-weight: bold;">Согласующим</span>.</p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">Обратите внимание, на уровне элементов приложения есть возможность временно выдавать <a href="element-right.html#access" class="topiclink">дополнительный доступ</a> к конкретным элементам для выполнения разовых задач:</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>
|
||||
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">в карточке элемента приложения;</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">в настройках бизнес-процесса.</li></ul>
|
||||
<p class="p_Normal">Для каждого типа ограничения доступны опции:</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 company’s 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>
|
||||
<li class="p_Normal"> <span style="font-weight: bold;">Включить наследование прав с учетом подчинения в организационной структуре </span>— включена по умолчанию и позволяет всем вышестоящим руководителям, указанным в иерархии <a href="360003861992.html" class="topiclink">оргструктуры</a>, получать тот же доступ к приложению, его папкам и элементам, который выдан подчинённому.</li></ul>
|
||||
<p class="p_Normal" style="margin: 0 0 0 36px;">Если по регламенту вашей компании сотрудники работают с конфиденциальной информацией, к которой должен быть ограничен доступ третьих лиц, отключите эту опцию. После этого руководители не получат тех же прав доступа, которые предоставлены подчинённому.</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>
|
||||
<li style="background: #ffffff; margin-top: 0; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold;">При ошибке доступа скрывать список пользователей, которые могут предоставить доступ</span> — по умолчанию сотрудник без прав доступа при попытке открыть карточку элемента приложения увидит список пользователей с привилегией выдачи прав. Чтобы скрыть список, включите опцию.</li></ul>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">О других примерах ограничения доступа к данным приложения на разных уровнях читайте в статье <a href="rights-combinations.html" class="topiclink">«Комбинации настроек доступа»</a>.</p>
|
||||
<h2 class="p_Heading2"><a id="assign" class="hmanchor"></a><span class="f_Heading2">Типы прав доступа</span></h2>
|
||||
<p class="p_Normal">Вы можете выдать пользователям следующие права: </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>
|
||||
<li><span style="font-weight: bold;">Просмотр/Загрузка</span> — разрешено просматривать и загружать элемент приложения;</li><li><span style="font-weight: bold;">Создание</span> — разрешено создавать элементы приложения;</li><li><span style="font-weight: bold;">Редактирование</span> — разрешено вносить изменения в ранее созданные элементы приложения, переименовывать. Для <a href="360009923631.html" class="topiclink">приложений типа Документ</a> пользователи смогут добавлять версии файлов, а также <a href="/ru/help/ecm/approval-sheets.html#archive" target="_blank" class="weblink">возвращать из архива листы согласования</a>;</li><li><span style="font-weight: bold;">Удаление</span> — разрешено удалять элементы приложения;</li><li><span style="font-weight: bold;">Назначение прав</span> — разрешено выдавать и ограничивать <a href="element-right.html#rights-in-card" class="topiclink">дополнительные права</a> к отдельным элементам приложения, а также предоставлять права на просмотр элемента при упоминании пользователя в <a href="360014352191.html" class="topiclink">ассоциированной ленте</a>. Опция доступна, только если права к данным приложения настроены <a href="element-right.html" class="topiclink">на уровне его элементов</a>;</li><li><span style="font-weight: bold;">Управление процессами</span> — разрешено прерывать бизнес-процессы, открывать карточки задач и переназначать задачи;</li><li><span style="font-weight: bold;">Экспорт</span> — пользователям разрешено <a href="360009264480.html" class="topiclink">экспортировать</a> элементы приложения, которые они могут просматривать. Опция недоступна на уровне отдельных папок приложения;</li><li><span style="font-weight: bold;">Импорт</span> — разрешено <a href="360009354059.html" class="topiclink">импортировать</a> данные приложения. Опция недоступна на уровне отдельных папок приложения;</li><li><span style="font-weight: bold;">Полный доступ</span> — разрешены все перечисленные выше действия.</li></ul>
|
||||
|
||||
<div class="bottom-nav">
|
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|
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@ -171,7 +173,7 @@
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<meta name="description" content="Нумератор — это набор правил, которые используются для генерации последовательных номеров для элементов приложения. Например, их можно использовать для формирования названия..." />
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<p>Low-code designer > App builder / Counters</p>
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<p>Low-code дизайнер > Конструктор приложений / Нумераторы</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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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Нумераторы</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>
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<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>
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<p class="p_Normal"><span style="font-weight: bold;">Нумератор</span> — это набор правил, которые используются для генерации последовательных номеров для элементов приложения. <span style="font-family: Inter;">Например, их можно использовать для </span><span style="font-family: Inter; color: #0563c1;"><a href="360007679591.html#name_template" class="topiclink">формирования названия элемента по шаблону</a></span><span style="font-family: Inter;">.</span></p>
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||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Различают нумераторы на уровне <a href="360007990371.html" class="topiclink">раздела</a> и на уровне <a href="360006963072.html" class="topiclink">приложения</a>. Первые служат для сквозной нумерации нескольких приложений, вторые — для присвоения порядковых номеров в рамках одного приложения.</p>
|
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 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>
|
||||
<p style="margin: 14px 0 0 0;">Если нумератор на уровне раздела связывает несколько приложений, то такие приложения нельзя экспортировать по отдельности.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание </span></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="workspace" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Нумератор на уровне раздела</span></h2>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Нумератор на уровне раздела позволяет установить сквозную нумерацию элементов нескольких приложений. Чтобы создать его:</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 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>
|
||||
<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">Нажмите рядом с названием раздела значок шестерёнки</span> и выберите пункт <span style="font-weight: bold;">Нумераторы</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 34px;"><img alt="нумератор" width="445" height="387" style="margin:0;width:445px;height:387px;border:none" src="hmfile_hash_1404ce0b.png"/></p>
|
||||
<ol style="list-style-type:upper-roman" start="2">
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||||
<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>
|
||||
<li value="2" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">На открывшейся странице нажмите на кнопку <span style="font-weight: bold;">+ Нумератор</span>.</li></ol>
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||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="нумератор 2" width="655" height="183" style="margin:0;width:655px;height:183px;border:none" src="hmfile_hash_2c64f31c.png"/></p>
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<ol style="list-style-type:upper-roman" start="3">
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<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>
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||||
<li value="3" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">В появившемся окне заполните поля:</li></ol>
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||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="counters-3" width="456" height="433" style="margin:0;width:456px;height:433px;border:none" src="counters-3.png"/></p>
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<p class="p_Normal" style="margin: 14px 0 0 0;"> </p>
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<ul style="list-style-type:disc">
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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>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">
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||||
<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>
|
||||
<li><span style="font-weight: bold;">Название</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;"> </span>—<span style="font-weight: bold;"> </span>укажите название нумератора, например, <span style="font-weight: bold;">Входящее письмо</span>;</li><li><span style="font-weight: bold;">Начальное значение </span>—<span style="font-weight: bold;"> </span>укажите, с какого числа начнется присвоение номеров, например, с 1;</li><li class="p_Normal"><span style="font-weight: bold;">Шаг</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;"> </span>—<span style="font-weight: bold;"> </span>укажите, с каким шагом номера будут присваиваться элементам. Например, если в поле указано значение 1, то номера будут присваиваться в следующей последовательности: 1, 2, 3, 4 и т. д.;</li></ul>
|
||||
<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>
|
||||
<li class="p_Normal"><span style="font-weight: bold;">Сбрасывать нумерацию раз в период</span> — активируйте опцию, чтобы запланировать обновление нумерации элементов. Нажмите <span style="font-weight: bold;">Изменить</span> и задайте регулярность и точную дату следующего сброса нумерации. </li></ul>
|
||||
<p class="p_Normal" style="margin: 0 0 0 36px;">Например, для ежегодного обновления в поле <span style="font-weight: bold;">Период сброса нумерации</span> введите значение <span style="font-weight: bold;">1</span> и выберите <span style="font-weight: bold;">Год</span>. Чтобы нумерация сбрасывалась один раз каждые два месяца, введите значение <span style="font-weight: bold;">2</span> и выберите период <span style="font-weight: bold;">Месяц</span>.</p>
|
||||
<ol style="list-style-type:upper-roman" start="4">
|
||||
<li value="4" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Нажмите на кнопку <span style="font-weight: bold;">Создать</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="counters-4" width="957" height="297" style="margin:0;width:957px;height:297px;border:none" src="counters-4.png"/></p>
|
||||
<ol style="list-style-type:upper-roman" start="5">
|
||||
<li value="5" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Откройте приложения из раздела, которые необходимо объединить между собой сквозной нумерацией. В <a href="360007529451.html#app" class="topiclink">настройках</a> каждого из них укажите созданный нумератор.</span></li></ol>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Чтобы задать разную нумерацию для отдельных групп приложений, вы можете настроить несколько нумераторов на уровне раздела.</span></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="app" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Нумератор на уровне приложения</span></h2>
|
||||
<p class="p_Normal"><span style="font-family: Inter;">С помощью нумератора на уровне приложения элементам присваиваются последовательные номера, которые записываются в системное поле </span><span style="font-family: Inter; font-weight: bold;">Индекс</span><span style="font-family: Inter;"> из </span>контекста приложения. </p>
|
||||
<p class="p_Normal">Вы можете настроить:</p>
|
||||
<ul style="list-style-type:disc">
|
||||
<li class="p_Normal">нумерацию элементов в рамках одного приложения; </li><li class="p_Normal">сквозную нумерацию для элементов нескольких приложений в рамках одного раздела. </li></ul>
|
||||
<p class="p_Normal">Чтобы настроить нумератор:</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>
|
||||
<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">Рядом с названием приложения нажмите значок шестерёнки</span> и выберите пункт <span style="font-weight: bold;">Нумератор</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="нумератор 1" width="458" height="459" style="margin:0;width:458px;height:459px;border:none" src="hmfile_hash_2b7a7f3d.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>
|
||||
<li value="2" style="page-break-after: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">На вкладке </span><span style="font-family: Inter; font-weight: bold;">Приложение</span><span style="font-family: Inter;"> задайте настройки для нумерации элементов текущего приложения. </span></li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="counters-8" width="637" height="502" style="margin:0;width:637px;height:502px;border:none" src="counters-8.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>
|
||||
<li style="margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Шаг</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter; color: #ff0000;"> </span><span style="font-family: Inter;">— укажите, с каким шагом номера присваиваются элементам;</span></li><li style="margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Следующий номер</span><span style="font-family: Inter;"> — значение, с которого начнётся или продолжится нуме</span>рация. Его можно <a href="360007529451.html#set-next-number" class="topiclink">изменить</a>;</li><li style="margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold;">Сбрасывать нумерацию раз в период</span> — активируйте опцию, чтобы запланировать обновление нумерации элементов. Нажмите <span style="font-weight: bold;">Изменить</span> и задайте регулярность и точную дату следующего сброса нумерации;</li><li style="margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-weight: bold;">Присваивать номер при открытии формы создания элемента</span> — включите опцию, чтобы номер присваивался элементу в момент открытия формы создания, а не после сохранения записи. Номер считается использованным, даже если пользователь закрыл форму создания. Поэтому при включении настройки возможны пропуски в нумерации.</li></ul>
|
||||
<ol style="list-style-type:upper-roman" start="2">
|
||||
<li value="3" style="page-break-after: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Перейдите на вкладку <span style="font-weight: bold;">Раздел</span> для настройки сквозной нумерации элементов нескольких приложений в рамках одного раздела:</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>
|
||||
<li style="page-break-after: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Нумератор</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;"> — укажите </span><span style="font-family: Inter; color: #0000ff;"><a href="360007529451.html#workspace" class="topiclink">нумератор, созданный на уровне раздела</a></span><span style="font-family: Inter;">. Для нумерации элементов приложения будут использоваться его настройки;</span></li><li style="page-break-after: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Присваивать номер при открытии формы создания элемента</span><span style="font-family: Inter;"> — </span>включите опцию, чтобы номер присваивался элементу в момент открытия формы создания, а не после сохранения записи. <span style="font-family: Inter;">Номер считается использованным, даже если пользователь закрыл форму создания. Поэтому при включении настройки возможны пропуски в нумерации.</span></li></ul>
|
||||
<ol style="list-style-type:upper-roman" start="2">
|
||||
<li value="4" style="page-break-after: avoid; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">Нажмите </span><span style="font-family: Inter; font-weight: bold;">Сохранить</span><span style="font-family: Inter;">.</span></li></ol>
|
||||
<p style="margin: 14px 0 0 0;"><span style="font-family: Inter;">Настройки нумератора будут использоваться при присвоении номеров для всех новых элементов данного приложения.</span></p>
|
||||
<h2 class="p_Heading2"><a id="change-settings" class="hmanchor"></a><span class="f_Heading2">Изменить настройки нумератора</span></h2>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">После сохранения настроек порядковые номера присваиваются элементам приложения автоматически. Вы можете отредактировать используемый нумератор.</span></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Для приложения измените настройки, как описано в разделе </span><span style="font-family: Inter; color: #0000ff;"><a href="360007529451.html#app" class="topiclink">«Нумератор на уровне приложения»</a></span><span style="font-family: Inter;">.</span></p>
|
||||
<p class="p_Normal">Чтобы отредактировать нумератор на уровне раздела, нажмите значок шестерёнки рядом с названием этого раздела и выберите <span style="font-weight: bold;">Нумераторы</span>. Откройте нумератор из списка и скорректируйте его настройки. <span style="font-family: Inter;">Изменённые правила будут использоваться для нумерации новых элементов.</span></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="set-next-number" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Установить следующий номер вручную</span></h2>
|
||||
<p style="margin: 14px 0 0 0;"><span style="font-family: Inter;">Вы можете вручную задать порядковый номер, с которого продолжится нумерация. Например, чтобы сбросить нумерацию, можно установить значение </span><span style="font-family: Inter; font-weight: bold;">1</span><span style="font-family: Inter;">. </span></p>
|
||||
<p style="margin: 19px 0 0 0;"><span style="font-family: Inter;">Для нумератора на уровне приложения перейдите в его </span><span style="font-family: Inter; color: #0000ff;"><a href="360007529451.html#app" class="topiclink">настройки</a></span><span style="font-family: Inter;"> и в поле </span><span style="font-family: Inter; font-weight: bold;">Следующий номер</span><span style="font-family: Inter;"> нажмите </span><span style="font-family: Inter; font-weight: bold;">Изменить</span><span style="font-family: Inter;">. Введите новое значение и сохраните настройки. </span></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Для раздела перейдите к </span><span style="font-family: Inter; color: #0000ff;"><a href="360007529451.html#workspace" class="topiclink">списку нумераторов</a></span><span style="font-family: Inter;">. Напротив названия нумератора нажмите значок три точки</span> <span style="font-family: Inter;">и выберите пункт </span><span style="font-family: Inter; font-weight: bold;">Установить следующее значение</span><span style="font-family: Inter;">.</span></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="counters-10" width="921" height="347" style="margin:0;width:921px;height:347px;border:none" src="counters-10.png"/></p>
|
||||
<p style="margin: 14px 0 0 0;"><span style="font-family: Inter;">В появившемся окне укажите следующий номер и нажмите кнопку</span><span style="font-family: Inter; font-weight: bold;"> Установить</span><span style="font-family: Inter;">.</span></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="нумератор 8" width="308" height="143" style="margin:0;width:308px;height:143px;border:none" src="hmfile_hash_c6689b7d.png"/></p>
|
||||
<p style="margin: 14px 0 0 0;"><span style="font-family: Inter;">Сквозная нумерация элементов продолжится с заданного значения.</span></p>
|
||||
|
||||
<div class="bottom-nav">
|
||||
|
||||
@ -185,7 +188,7 @@
|
||||
|
||||
</div>
|
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@ -193,7 +196,7 @@
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<div class="table-of-contents elma365-right" id="toc2Content">
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@ -204,30 +207,63 @@
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|
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<meta name="description" content="Элементы приложения — это записи с определённым набором полей, которые отображаются на странице приложения. Названия элементов можно задать вручную или создать по шаблону." />
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@ -78,8 +80,8 @@
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<div class="topic__breadcrumbs">
|
||||
<p>Low-code designer > App builder / App item name</p>
|
||||
<p>Low-code дизайнер > Конструктор приложений / Название элемента</p>
|
||||
</div>
|
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|
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</div>
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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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Название элемента</span></h1>
|
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@ -109,57 +111,54 @@
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<a href="#h1-article" class="scroll-top"></a>
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</div>
|
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<!-- Placeholder for topic body. -->
|
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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_Normal" style="margin: 14px 0 0 0;"><a href="360016427291.html" class="topiclink">Элементы приложения</a> — это записи с определённым набором полей, которые отображаются на странице приложения. Названия элементов можно задать <a href="360007679591.html#create_manually" class="topiclink">вручную</a> или создать по <a href="360007679591.html#name_template" class="topiclink">шаблону</a>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="название элемента" width="1243" height="449" style="margin:0;width:1243px;height:449px;border:none" src="hmfile_hash_bccc85ed.png"/></p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="margin: 14px 0 0 0;">Работать с настройками названия элемента могут только пользователи, включённые в группу <a href="360006871932.html#administrators" class="topiclink">Администраторы</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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 app’s 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"> </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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><a id="name_settings" class="hmanchor"></a>Чтобы определить, каким образом элементам будет присваиваться название, нажмите значок шестерёнки рядом с названием приложения и выберите пункт <span style="font-weight: bold;">Название элемента</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="название эл-та 2" width="440" height="260" style="margin:0;width:440px;height:260px;border:none" src="hmfile_hash_b8b83b79.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><a id="ways" class="hmanchor"></a>В открывшемся окне выберите способ присвоения названия: <span style="font-weight: bold;">Ключевая переменная</span> или <span style="font-weight: bold;">Формирование по шаблону</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="название эл-та 3" width="658" height="301" style="margin:0;width:658px;height:301px;border:none" src="hmfile_hash_c64c0a92.png"/></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="create_manually" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Ключевая переменная</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Выберите этот способ, если хотите, чтобы пользователи вводили название каждого элемента вручную.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Ключевая переменная — это обязательное для заполнения поле, отмеченное на форме создания элемента значком ключа, например, <span style="font-weight: bold;">Название</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="название эл-та 4" width="586" height="214" style="margin:0;width:586px;height:214px;border:none" src="hmfile_hash_a3007607.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Поле задаётся при создании приложения и отображается на форме элемента, если выбран способ <span style="font-weight: bold;">Ключевая переменная</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">При создании нового элемента пользователи вручную заполняют это поле. Его значение используется в качестве названия создаваемого элемента и отображается в карточке элемента и в приложении.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="название эл-та 5" width="538" height="332" style="margin:0;width:538px;height:332px;border:none" src="hmfile_hash_14354ff3.png"/></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="name_template" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Формирование названия по шаблону</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">В данном случае название элемента будет генерироваться автоматически по заданному вами шаблону.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Для создания шаблона вы можете использовать поля приложения, их вложенные свойства, а также функции, условия и любой дополнительный текст.</p>
|
||||
<h3 class="p_Heading3"><span class="f_Heading3">Добавление свойств в шаблон </span></h3>
|
||||
<p class="p_Normal">Для добавления в шаблон переменных из контекста приложения, в правом углу поля <span style="font-weight: bold;">Формирование по шаблону</span> нажмите значок <span style="font-weight: bold;">{+}</span>. Откроется список, в котором вы можете выбрать нужные поля.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="название эл-та 6" width="643" height="491" style="margin:0;width:643px;height:491px;border:none" src="hmfile_hash_9ea74429.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Здесь доступны как системные поля, одинаковые для всех приложений, так и поля, которые вы добавили в приложение при настройке его <a href="360009918011.html" class="topiclink">формы</a>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="название эл-та 7" width="266" height="463" style="margin:0;width:266px;height:463px;border:none" src="hmfile_hash_9f2c6a19.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><a id="system_fields" class="hmanchor"></a><span style="font-weight: bold;">Системные поля:</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 item’s 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>2025‑04‑05<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 item’s 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;"> </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;"> </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. Let’s 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 item’s 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;">" ", « », “ “, ” ”, ' '.</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>
|
||||
<li><span style="font-weight: bold;">Идентификатор</span> — идентификатор элемента, который используется для <a href="360009921431.html" class="topiclink">интеграции</a> ELMA365 со сторонними системами; </li><li><span style="font-weight: bold;">Индекс</span> — порядковый номер элемента, например, договора. Номер присваивается в соответствии с настройками <a href="360007529451.html" class="topiclink">нумератора</a>; </li><li><span style="font-weight: bold;">Дата создания</span> — дата создания элемента по умолчанию указывается полностью, например, 2025‑04‑05 10:56:06 +0000 UTC. Вы можете изменить формат даты при помощи функции <a href="360027003711.html#datetime-function" class="topiclink">DateTime()</a>;</li><li><span style="font-weight: bold;">Автор</span> — имя и фамилия пользователя, который создал элемент приложения. Это поле имеет такие вложенные свойства, как <span style="font-weight: bold;">ФИО</span>, <span style="font-weight: bold;">Эл.почта</span>, <span style="font-weight: bold;">Дата приема на работу</span> и <span style="font-weight: bold;">День рождения</span>. Их вы также можете использовать в шаблоне и, например, указать только фамилию сотрудника вместо полного имени; </li><li><span style="font-weight: bold;">Дата изменения</span> — дата редактирования элемента по умолчанию указывается полностью. Вы можете установить нужный формат даты при помощи функции <code><b>DateTime()</b></code>; </li><li><span style="font-weight: bold;">Редактор</span> — имя и фамилия пользователя, который последним редактировал элемент приложения. Это поле имеет такие же вложенные свойства, как поле <span style="font-weight: bold;">Автор</span>; </li><li><span style="font-weight: bold;">Дата удаления</span> — дата удаления элемента по умолчанию указывается полностью. Вы можете установить нужный формат даты при помощи функции <code><b>DateTime()</b></code>. Если вы добавите эту переменную в шаблон, то при удалении элемента в его название будет добавлена дата удаления, и вы увидите её при поиске с фильтром <span style="font-weight: bold;">Удаленные</span>.</li></ul>
|
||||
<h3 class="p_Heading3"><a id="conditions_and_functions" class="hmanchor"></a><span class="f_Heading3">Добавление в шаблон условий и функций </span></h3>
|
||||
<p class="p_Normal">Помимо контекстных переменных в шаблон можно добавлять условия и функции, которые позволяют генерировать более информативное название элемента. </p>
|
||||
<p class="p_Normal">Например, с помощью функции <a href="360027003711.html#datetime-function" class="topiclink">DateTime()</a> вы можете выводить в название элемента дату и время. Для быстрой вставки функции в правом углу поля <span style="font-weight: bold;">Формирование по шаблону</span> нажмите на значок <span style="font-weight: bold;">f(x)</span>. Подробнее об использовании функции читайте <a href="360007679591.html#date_time" class="topiclink">ниже</a>. </p>
|
||||
<p class="p_Normal">Для формирования более сложного названия вы можете использовать другие функции, вручную вписав их в поле <span style="font-weight: bold;">Формирование по шаблону</span>. Например, можно отформатировать строковые значения, чтобы просклонять имена или названия по падежам. Ознакомиться с полным списком доступных функций и примерами их использования вы можете в статье <a href="360027003711.html" class="topiclink">«Синтаксис шаблонов»</a>.</p>
|
||||
<p class="p_Normal">С помощью условий вы можете задавать правила для формирования названия. Например, в контексте приложения может быть расположено свойство <span style="font-weight: bold;">Приоритет</span>. Если при создании элемента в этом свойстве установлено значение <span style="font-weight: bold;">Да</span>, в название добавится пометка <span style="font-weight: bold;">Срочно</span>. Подробнее об использовании условий в шаблонах читайте в статье <a href="360027003711.html#if" class="topiclink">«Синтаксис шаблонов»</a>.</p>
|
||||
<h3 class="p_Heading3"><a id="date_time" class="hmanchor"></a><span class="f_Heading3">Функция DateTime()</span></h3>
|
||||
<p class="p_Normal">Для использования функции <code><b>DateTime()</b></code> в правом углу поля <span style="font-weight: bold;">Формирование по шаблону</span> нажмите значок <span style="font-weight: bold;">f(x)</span>. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="название эл-та 8" width="694" height="296" style="margin:0;width:694px;height:296px;border:none" src="hmfile_hash_052053f0.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Функция используется для смены формата даты в полях <span style="font-weight: bold;">Дата создания</span>, <span style="font-weight: bold;">Дата изменения</span> и <span style="font-weight: bold;">Дата удаления</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">По умолчанию используется расширенный формат год-месяц-день с указанием точного времени. Чтобы его изменить, добавьте в шаблон функцию <code><b>DateTime()</b></code> и вставьте в неё нужное поле вместо символа подчёркивания.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="название эл-та 9" width="695" height="100" style="margin:0;width:695px;height:100px;border:none" src="hmfile_hash_cba1aa05.png"/></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Теперь вы можете определить нужный формат даты, задав его в кавычках одного из следующих видов</span><span style="font-size: 13px; font-family: Inter;">: </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">" "</span><span style="font-size: 13px; font-family: Inter;">, </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">« »</span><span style="font-size: 13px; font-family: Inter;">, </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">“ “</span><span style="font-size: 13px; font-family: Inter;">, </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">” ”</span><span style="font-size: 13px; font-family: Inter;">, </span><span style="font-size: 13px; font-family: Inter; font-weight: bold;">' '</span><span style="font-size: 13px; font-family: Inter;">.</span><span style="font-family: Inter;"> Например, чтобы указать только день, месяц и год, вручную поменяйте формат на</span> <code><b>{DateTime(«DD-MM-YYYY»,_)}</b></code>:</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="название эл-та 10" width="694" height="98" style="margin:0;width:694px;height:98px;border:none" src="hmfile_hash_4d74d115.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В этом случае название элемента будет выглядеть так:</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="название эл-та 11" width="229" height="93" style="margin:0;width:229px;height:93px;border:none" src="hmfile_hash_d38457d2.png"/></p>
|
||||
<p style="margin: 14px 0 0 0;"><span style="font-family: Inter;">Подробнее о функции </span><code><b>DateTime()</b></code><span style="font-family: Inter;"> читайте в статье </span><span style="font-family: Inter; color: #0563c1;"><a href="360027003711.html#datetime-function" class="topiclink">«Синтаксис шаблонов»</a></span><span style="font-family: Inter;">.</span></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">После того как вы выберите все нужные поля и нажмёте <span style="font-weight: bold;">Сохранить</span>, шаблон будет создан. Теперь названия элементов будут генерироваться из значений полей, указанных в них.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Изменить способ присвоения названия</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Нажмите на значок шестерёнки рядом с названием приложения и выберите пункт <a href="360007679591.html#name_settings" class="topiclink">Название элемента</a>. Отметьте нужную опцию:</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;">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>
|
||||
<li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Формирование по шаблону</span> — названия, созданные ранее вручную, останутся прежними, а при редактировании элемента они автоматически изменятся согласно заданному шаблону; </li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Ключевая переменная</span> — на форме редактирования ранее добавленных элементов появится обязательное поле для ввода названия вручную. Отредактировав его, вы сможете изменить сформированные по шаблону названия.</li></ul>
|
||||
|
||||
<div class="bottom-nav">
|
||||
|
||||
@ -176,7 +175,7 @@
|
||||
|
||||
</div>
|
||||
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
|
||||
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<div class="feedback-wrap"><div class="feedback" id="feedback"><span><b>Была ли статья полезной?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx">Спасибо за ваш отзыв!</div><div id="feedback-success-popup"><div class="wrap"><button type="button" class="feedback-popup-close">×</button><svg width="44" height="44" viewBox="0 0 44 44" fill="none" xmlns="http://www.w3.org/2000/svg"><g clip-path="url(#clip0_212_2187)"><path d="M22 0.6875C10.2294 0.6875 0.6875 10.2294 0.6875 22C0.6875 33.7706 10.2294 43.3125 22 43.3125C33.7706 43.3125 43.3125 33.7706 43.3125 22C43.3125 10.2294 33.7706 0.6875 22 0.6875ZM22 40.5625C11.8023 40.5625 3.4375 32.3078 3.4375 22C3.4375 11.8024 11.6922 3.4375 22 3.4375C32.1977 3.4375 40.5625 11.6922 40.5625 22C40.5625 32.1976 32.3078 40.5625 22 40.5625ZM34.1713 16.933L18.6613 32.3186C18.257 32.7197 17.604 32.7171 17.203 32.3128L9.82283 24.873C9.42176 24.4686 9.42434 23.8157 9.82867 23.4146L10.5609 22.6884C10.9652 22.2873 11.6181 22.2899 12.0192 22.6942L17.9468 28.6697L31.9926 14.7366C32.3969 14.3356 33.0498 14.3382 33.4509 14.7425L34.1772 15.4747C34.5783 15.879 34.5757 16.532 34.1713 16.933Z" fill="#27AE60"></path></g><defs><clipPath id="clip0_212_2187"><rect width="44" height="44" fill="white"></rect></clipPath></defs></svg><p>Ваш отзыв успешно отправлен!</p><span>Спасибо за обратную связь.</span></div></div><div class="feedback__popup" id="feedback__popup_why"><button type="button" class="feedback-popup-close">×</button><div class="feedback__popup-header">Уточните, почему:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Рекомендации не помогли</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Текст трудно понять</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Нет ответа на мой вопрос</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Содержание статьи не соответствует заголовку</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Другая причина</label></div><div class="feedback__popup" id="feedback__popup-other"><button type="button" class="feedback-popup-close">×</button> <div class="feedback__popup-header">Расскажите, что вам не понравилось в статье:</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Отправить"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg"/><span class="feedback-form__btn-group_yes-btn">Да</span></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg"/><span class="feedback-form__btn-group_no-btn">Нет</span></label></div><select name="category"><option disabled>Выберите вариант</option><option value="bad_recommendation" selected>Рекомендации не помогли</option><option value="difficult_text">Текст трудно понять</option><option value="no_answer">Нет ответа на мой вопрос</option><option value="bad_header">Содержание статьи не соответствует заголовку</option><option value="other_reason">Другая причина</option></select><input type="submit"></form></div></div>
|
||||
|
||||
</section>
|
||||
</div>
|
||||
@ -184,7 +183,7 @@
|
||||
<input type="checkbox" />
|
||||
<div class="article__arrow"></div>
|
||||
<div class="table-of-contents elma365-right" id="toc2Content">
|
||||
<h3 class="h3-toc">In this topic</h3>
|
||||
<h3 class="h3-toc">В этой статье</h3>
|
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|
||||
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|
||||
</aside>
|
||||
@ -195,30 +194,63 @@
|
||||
<div class="footer-container">
|
||||
<div class="footer-mobile">
|
||||
|
||||
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
|
||||
<ul class="footer-mobile__list"><li><a href="https://api.elma365.com/ru/" target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/" target="_blank">TS SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/elma365" target="_blank">Академия</a></li></ul><ul class="footer-mobile__list"><li><a href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li></ul>
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|
||||
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|
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<div class="container">
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<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
|
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<div><span class="mobile-question-popup">Отправить фидбэк</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Задать вопрос</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Отправить"></div></form><div class="hidden fade-in question-success-xs">Ваш фидбэк отправлен.</div></div>
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|
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<div class="footer-flex-b">
|
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<span class="footer-copy">© 2025 BRIX</span>
|
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<ul class="footer-list">
|
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<div class="footer-flex-b">
|
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<span class="footer-copy">© 2025
|
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ELMA365
|
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<li class="footer-item">
|
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<a href="#" class="arrow-top" style="display: block;"></a>
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|
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</span>
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<a href="https://navigator.sk.ru/orn/1122971" target="_blank">
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<img src="sk-resident.svg" alt="sk icon" class="footer-img" width="117" height="34">
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|
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|
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<div class="footer-line-copy">
|
||||
<span class="footer-copy">© 2025
|
||||
ELMA365
|
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|
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|
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</span>
|
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</div>
|
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|
||||
<ul class="footer-list">
|
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|
||||
<li class="footer-item"><a href="https://elma365.com/ru/" target="_blank" class="footer-link" style="color: #0D4A75;"><img src="browse.svg" alt="browse icon" class="footer-img">elma365.com</a></li><li class="footer-item"><a href="https://www.youtube.com/user/ELMABPM" target="_blank" class="footer-link"><img src="yt.svg" alt="youtube icon" class="footer-img"></a></li><li class="footer-item"><a href="https://vk.com/elma_bpm" target="_blank" class="footer-link"><img src="vk.svg" alt="vk icon" class="footer-img"></a></li><li class="footer-item"><a href="https://t.me/elmaday" target="_blank" class="footer-link"><img src="tg.svg" alt="telegram icon" class="footer-img"></a></li><li class="footer-item"><a href="https://dzen.ru/elma" target="_blank" class="footer-link"><img src="dzen.svg" alt="dzen icon" class="footer-img"></a></li>
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|
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<li class="footer-item">
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<a href="https://navigator.sk.ru/orn/1122971" target="_blank">
|
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<img src="sk-resident.svg" alt="sk icon" class="footer-img" width="117" height="34">
|
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</a>
|
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</li>
|
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|
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|
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</ul>
|
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</div>
|
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</div>
|
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</div>
|
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</div>
|
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<a href="#" class="arrow-top"></a>
|
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</div>
|
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|
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</footer>
|
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<!-- <script type="text/javascript" src="jquery1.min.js"></script>-->
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File diff suppressed because one or more lines are too long
@ -1,19 +1,20 @@
|
||||
<!DOCTYPE html>
|
||||
<html lang="en">
|
||||
<html lang="ru">
|
||||
|
||||
<head>
|
||||
<title>Export a workspace</title>
|
||||
<title>Экспорт раздела</title>
|
||||
<meta name="generator" content="Help+Manual" />
|
||||
<meta name="keywords" content="" />
|
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<meta name="keywords" content="ELMA365 Store" />
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|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<meta name="description" content="You can export a workspace from one company to another or upload it to the BRIX Store catalog." />
|
||||
<meta name="description" content="Экспорт раздела используется для переноса раздела из одной компании в другую или выгрузки его в каталог ELMA365 Store. " />
|
||||
<meta name="picture" content="" />
|
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<meta property="og:type" content="website" />
|
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<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
|
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<meta property="og:url" content="https://brix365.com/en/help" />
|
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<meta property="og:title" content="Cправка по Low-code платформе ELMA365" />
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|
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
|
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@ -23,6 +24,7 @@
|
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<link rel="stylesheet" href="./article.css" />
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<link rel="stylesheet" href="./glossary.css" />
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@ -34,16 +36,16 @@
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</head>
|
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|
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<body>
|
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<header class="header elma-365">
|
||||
<div class="container">
|
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<a class="header__logo" href="https://brix365.com/en/help">
|
||||
<img src="./logo-en.svg" alt="header logo">
|
||||
<a class="header__logo" href="https://elma365.com/ru/help">
|
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<img src="./logo.svg" alt="header logo">
|
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</a>
|
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<!-- <div class="hero__search-form" id="search-panel">
|
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<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
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|
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@ -63,7 +65,7 @@
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</div>
|
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<div class="header__navi">
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|
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
|
||||
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
|
||||
|
||||
|
||||
</div>
|
||||
@ -78,8 +80,8 @@
|
||||
|
||||
<aside class="sidebar" id="sidebar">
|
||||
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<a class="header__logo" href="https://brix365.com/en/help">
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<a class="header__logo" href="https://elma365.com/ru/help">
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@ -92,15 +94,15 @@
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|
||||
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
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<div class="topic__breadcrumbs">
|
||||
<p>Low-code designer > Workspace / Export a workspace</p>
|
||||
<p>Low-code дизайнер > <a href="360007990371.html">Раздел</a> / Экспорт раздела</p>
|
||||
</div>
|
||||
|
||||
</div>
|
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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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Экспорт раздела</span></h1>
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<!-- Placeholder for topic body. -->
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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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Экспорт раздела<span style="font-weight: bold;"> </span>используется для переноса <a href="360007990371.html" class="topiclink">раздела</a> из одной компании в другую или выгрузки его в каталог <a href="https://store.elma365.ru/" target="_blank" class="weblink">ELMA365 Store</a>. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Обратите внимание:</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>
|
||||
<li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">экспорт <a href="360007990371.html" class="topiclink">раздела</a>, который имеет ссылки на глобальные объекты системы, а именно другие <a href="360007990371.html" class="topiclink">разделы</a>,<span style="font-weight: bold;"> </span><a href="360006963072.html" class="topiclink">приложения</a><span style="font-weight: bold;"> </span>или <a href="360008121732.html" class="topiclink">бизнес‑процессы</a>, недоступен;</li></ul>
|
||||
<ul style="list-style-type:disc">
|
||||
<li class="p_Normal">You can export a built-in workspace:</li></ul>
|
||||
<li class="p_Normal">экспортировать системный раздел можно:</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>
|
||||
<li class="p_Normal">целиком;</li><li class="p_Normal">целиком в составе решения. При этом добавить системный раздел со всеми приложениями, а также бизнес-процессами и виджетами на уровне раздела, можно только в одно решение;</li><li class="p_Normal">добавив в решение отдельные приложения раздела. В этом случае процессы и виджеты (системные и пользовательские), которые находятся на уровне раздела, не экспортируются.</li></ul></li></ul>
|
||||
<p class="p_Normal" style="margin: 0 0 0 37px;">Подробнее об особенностях экспорта системных разделов читайте в статье <a href="system-workspaces.html#system-workspace-export" class="topiclink">«Системные разделы»</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>
|
||||
<li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">использование констант <code><b>Global</b></code> и <code><b>Namespace</b></code> в скриптах ограничивает экспорт компонентов системы. Подробнее об этом читайте в статье <a href="global-constants.html#export-restrictions" class="topiclink">«Глобальные константы в скриптах»</a>.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Когда вы экспортируете раздел, вместе с ним экспортируются следующие компоненты системы:</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>
|
||||
<li><a href="360009661232.html" class="topiclink">бизнес-процессы раздела</a> и его <a href="360009921131.html" class="topiclink">приложений</a>;</li><li><a href="360007799052.html" class="topiclink">настройки левого меню</a>;</li><li><a href="360009920611.html" class="topiclink">статусы</a> и <a href="360009669952.html" class="topiclink">фильтры</a>, настроенные в приложениях;</li><li><a href="360007529451.html" class="topiclink">нумераторы</a>;</li><li><a href="360007331871.html" class="topiclink">группы и роли</a>;</li><li><a href="360009918011.html" class="topiclink">формы</a> и контекстные переменные, используемые в бизнес-процессах;</li><li><a href="360019228531.html" class="topiclink">настройки кнопок</a> в приложениях;</li><li><span style="font-size: 15px; font-family: Inter;">глобальные настройки </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360009923311.html" class="topiclink">отображения элементов на страницах приложений</a></span><span style="font-size: 15px; font-family: Inter;">;</span></li><li>скрытые приложения, <a href="360009924451.html" class="topiclink">страницы</a> и <a href="360009672852.html" class="topiclink">разделители</a>;</li><li><a href="contract.html" class="topiclink">контракты</a> и те их <a href="add-contract-source.html" class="topiclink">приложения-источники</a>, которые входят в экспортируемый раздел. </li></ul>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Как начать экспорт</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Для начала экспорта раздела нажмите на значок шестерёнки справа от его названия и выберите пункт меню <span style="font-weight: bold;">Экспорт Раздела</span>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="margin: 14px 0 0 0;">Экспортировать разделы могут только пользователи, входящие в группу <a href="360006871932.html#administrators" class="topiclink">Администраторы</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="экспорт раздела 365" width="365" height="503" style="margin:0;width:365px;height:503px;border:none" src="hmfile_hash_4e4fc61f.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В появившемся окне нажмите кнопку <span style="font-weight: bold;">Начать экспорт</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="экспорт раздела 365 начать" width="495" height="266" style="margin:0;width:495px;height:266px;border:none" src="hmfile_hash_2518b1fc.png"/></p>
|
||||
<h3 class="p_Heading3"><span class="f_Heading3">Шаг 1. Проверка раздела</span></h3>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">На первом шаге экспорта в разделе проверяется наличие ссылок на глобальные объекты системы.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Если при проверке ссылок обнаружены ошибки, вы увидите уведомление. Экспорт раздела будет недоступен до тех пор, пока вручную не будут удалены все ссылки. <span style="font-family: Inter;">Если ссылки на другие компоненты системы нужно сохранить, рекомендуем выгрузить раздел в составе </span><span style="font-family: Inter; color: #0563c1;"><a href="export-solution-file.html" class="topiclink">решения</a></span><span style="font-family: Inter;">.</span></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-family: Inter;">Вы также увидите предупреждение, если в скриптах внутри раздела есть </span><span style="font-family: Inter; color: #0000ff;"><a href="optional-dependencies.html" class="topiclink">опциональные зависимости</a></span><span style="font-family: Inter;"> от других разделов или модулей. Такие ошибки не препятствуют экспорту, однако при последующем импорте раздела не гарантируется корректная работа скриптов.</span></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="экспорт ошибка" width="1070" height="568" style="margin:0;width:1070px;height:568px;border:none" src="hmfile_hash_456a4606.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Если ссылки на глобальные объекты отсутствуют, откроется следующее уведомление:</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="проверка раздела" width="521" height="273" style="margin:0;width:521px;height:273px;border:none" src="hmfile_hash_75b891b5.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Для продолжения экспорта нажмите <span style="font-weight: bold;">Далее</span>.</p>
|
||||
<h3 class="p_Heading3"><span class="f_Heading3">Шаг 2. Выбор варианта экспорта</span></h3>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">На данном шаге необходимо указать вариант экспорта раздела: <a href="360007722171.html#export_in_store" class="topiclink">Экспортировать в ELMA365 Store</a> или <a href="360007722171.html#export_in_file" class="topiclink">Экспортировать в файл</a>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Дальнейшие шаги будут отличаться в зависимости от выбранного варианта. </p>
|
||||
<h2 class="p_Heading2"><a id="export_in_file" class="hmanchor"></a><span class="f_Heading2">Экспорт раздела в файл</span></h2>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Чтобы экспортировать раздел в файл, нажмите на кнопку <span style="font-weight: bold;">Экспортировать в файл</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="exporting_a_workspace-5" width="642" height="345" style="margin:0;width:642px;height:345px;border:none" src="exporting_a_workspace-5.png"/></p>
|
||||
<h3 class="p_Heading3"><span class="f_Heading3">Шаг 3. Внесение информации о разделе</span></h3>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В открывшемся окне заполните поля:</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="exporting_a_workspace-6" width="604" height="498" style="margin:0;width:604px;height:498px;border:none" src="exporting_a_workspace-6.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>
|
||||
<li><span style="font-weight: bold;">Название</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="color: #ff0000;"> </span>— наименование раздела;</li><li><span style="font-weight: bold;">Описание</span> — описание функциональных возможностей раздела и его особенностей;</li><li><span style="font-weight: bold;">Приложения раздела</span> — список <a href="360006963072.html" class="topiclink">приложений</a>, входящих в раздел. При необходимости вы можете дать их краткое описание.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Для продолжения экспорта нажмите на кнопку <span style="font-weight: bold;">Далее</span>. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Раздел<span style="font-weight: bold;"> </span>будет экспортирован в файл. Чтобы загрузить файл себе на компьютер, нажмите на ссылку в появившемся окне.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="exporting_a_workspace-7" width="642" height="348" style="margin:0;width:642px;height:348px;border:none" src="exporting_a_workspace-7.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В дальнейшем файл можно <a href="360006887271.html#file" class="topiclink">импортировать</a> в другую компанию.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="export_in_store" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Экспорт раздела в </span><span class="f_Heading2">ELMA365 Store</span></h2>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; color: #394149; background-color: #ffffff;">Чтобы оставить заявку на публикацию раздела в </span><span style="font-size: 15px; background-color: #ffffff;">официальном каталоге <a href="https://store.elma365.ru/" target="_blank" class="weblink">ELMA365 Store</a></span><span style="font-size: 15px; color: #394149; background-color: #ffffff;">, нажмите на кнопку</span><span style="font-size: 13px;"> </span><span style="font-size: 15px; font-weight: bold; color: #394149; background-color: #ffffff;">Экспортировать в </span><span style="font-size: 15px; font-weight: bold; color: #394149;">ELMA365 Store</span><span style="font-size: 15px; font-weight: bold; background-color: #ffffff;">.</span></p>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;"><img alt="exporting_a_workspace-8" width="681" height="368" style="margin:0;width:681px;height:368px;border:none" src="exporting_a_workspace-8.png"/></p>
|
||||
<h3 class="p_Heading3"><span class="f_Heading3">Шаг 3. Внесение информации о разделе</span></h3>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В открывшемся окне заполните поля:</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="exporting_a_workspace-9" width="509" height="682" style="margin:0;width:509px;height:682px;border:none" src="exporting_a_workspace-9.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>
|
||||
<li><span style="font-weight: bold;">Название</span><span style="font-weight: bold; color: #ff0000;">*</span> — наименование раздела, которое в дальнейшем будет отображено в <span style="font-size: 15px; background-color: #ffffff;">официальном каталоге <a href="https://store.elma365.ru/" target="_blank" class="weblink">ELMA365 Store</a></span><span style="font-size: 13px;">;</span></li><li><span style="font-weight: bold;">Описание</span> — описание функциональных возможностей раздела<span style="font-weight: bold;"> </span>и его особенностей;</li><li><span style="font-weight: bold;">Скриншоты</span> — прикрепите снимки раздела, которые могут продемонстрировать его возможности;</li><li><span style="font-weight: bold;">Ссылка на видео</span> — при необходимости укажите в данном поле ссылку на видеоролик, в котором продемонстрирована работа с разделом;</li><li><span style="font-weight: bold;">Язык </span>— выберите из выпадающего списка язык, используемый в разделе. По умолчанию установлено значение <span style="font-weight: bold;">Русский</span>;</li><li><span style="font-weight: bold;">Категория</span> — выберите категории, к которым относится экспортируемый раздел;</li><li><span style="font-weight: bold;">Версии</span> — в случае, если вы экспортируете новую версию ранее опубликованного в<span style="font-weight: bold;"> </span>ELMA365 Store<span style="font-weight: bold;"> </span>раздела, установите флажок в поле <span style="font-weight: bold;">Это новая версия Раздела, который уже есть в ELMA365 Store</span>. В появившемся окне укажите URL существующего раздела из ELMA365 Store;</li><li><span style="font-weight: bold;">Приложения раздела</span> — в этом блоке перечислены все <a href="360006963072.html" class="topiclink">приложения</a>, <a href="360009924451.html" class="topiclink">страницы</a>, <a href="360009925031.html" class="topiclink">ссылки</a> и <a href="360009672852.html" class="topiclink">разделители</a>, входящие в раздел. При необходимости вы можете дать их краткое описание.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Для продолжения экспорта нажмите на кнопку <span style="font-weight: bold;">Далее</span>.</p>
|
||||
<h3 class="p_Heading3"><span class="f_Heading3">Шаг 4. Авторизация в ELMA365 Store</span></h3>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Авторизуйтесь<span style="font-weight: bold;"> </span>в<span style="font-weight: bold;"> </span>ELMA365 Store, воспользовавшись логином и паролем для входа в систему. <span style="background-color: #ffffff;">Если у вас нет учётной записи </span>ELMA365 Store<span style="background-color: #ffffff;">, нажмите кнопку </span><span style="font-weight: bold; background-color: #ffffff;">Зарегистрироваться</span><span style="background-color: #ffffff;">.</span></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="exporting_a_workspace-10" width="562" height="465" style="margin:0;width:562px;height:465px;border:none" src="exporting_a_workspace-10.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Проверьте данные вашей компании. Если всё верно, нажмите кнопку <span style="font-weight: bold;">Опубликовать</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Если публикация прошла успешно, появится оповещение об успешной загрузке раздела.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">После этого раздел<span style="font-weight: bold;"> </span>будет проверен модератором и опубликован в <span style="background-color: #ffffff;">официальном каталоге <a href="https://store.elma365.ru/" target="_blank" class="weblink">ELMA365 Store</a>.</span></p>
|
||||
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<div class="bottom-nav">
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<a id="prev-link" class="topic__navi_prev" href="360009914991.html">
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<a id="prev-link" class="topic__navi_prev" href="section-administration.html">
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<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
|
||||
class="bottom-nav__link">360009914991.html</span>
|
||||
class="bottom-nav__link">section-administration.html</span>
|
||||
</a>
|
||||
|
||||
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||||
@ -186,7 +187,7 @@
|
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|
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<meta name="description" content="Вы можете скрыть названия разделов из левого меню главной страницы, а также изменить порядок их расположения. Для этого используется опция Настроить разделы. При помощи этой..." />
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<p>Low-code designer > Workspace / Arrange workspaces in the menu</p>
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<p>Low-code дизайнер > <a href="360007990371.html">Раздел</a> / Отображение разделов в левом меню</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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Отображение разделов в левом меню</span></h1>
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<!-- Placeholder for topic body. -->
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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 style="line-height: 1.28; margin: 0 0 11px 0;">Вы можете скрыть названия разделов из левого меню <a href="360016631091.html" class="topiclink">главной страницы</a>, а также изменить порядок их расположения. Для этого используется опция <span style="font-weight: bold;">Настроить разделы</span>. При помощи этой опции также можно удалить или восстановить перемещённые в корзину разделы.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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_Normal">По умолчанию только <a href="360006871932.html#administrators" class="topiclink">администратор системы</a> настраивает отображение разделов. Если в настройках компании включена опция <a href="360016488432.html#allow-to-change-menu" class="topiclink">Разрешить настройку меню пользователям</a>, сотрудники могут персонально изменять список разделов. </p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание </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>
|
||||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="wsp_solution_settings" width="586" height="472" style="margin:0;width:586px;height:472px;border:none" src="wsp_solution_settings.png"/></p>
|
||||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="delete" 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;">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;"> </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>
|
||||
<p class="p_Normal" style="line-height: 1.36; margin: 11px 0 0 0;"><img alt="wsp_solution_settings3" width="586" height="472" style="margin:0;width:586px;height:472px;border:none" src="wsp_solution_settings3.png"/></p>
|
||||
<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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">На главной странице в левом меню нажмите на значок <img alt="settings_icon" width="21" height="21" style="margin:0;width:21px;height:21px;border:none" src="settings_icon.png"/>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="настроить разделы" width="74" height="188" style="margin:0;width:74px;height:188px;border:none" src="hmfile_hash_572bad82.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Откроется окно <span style="font-weight: bold;">Настройка Разделов и Решений</span>, которое содержит несколько вкладок: <span style="font-weight: bold;">Активные Разделы</span>, <span style="font-weight: bold;">Корзина</span>, <span style="font-weight: bold;">Решения</span>.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Активные Разделы</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">На вкладке <span style="font-weight: bold;">Активные Разделы</span> перечислены разделы, которые доступны пользователям для работы.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">На данной вкладке можно:</p>
|
||||
<ul style="list-style-type:disc">
|
||||
<li style="margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">изменить последовательность отображения </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="https://elma365.com/ru/help/360007990371.html" target="_blank" class="weblink">разделов</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">, в том числе системных </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="https://elma365.com/ru/help/360009925031.html" target="_blank" class="weblink">ссылок</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> и </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="https://elma365.com/ru/help/360009924451.html" target="_blank" class="weblink">страниц</a></span>, <span style="font-family: 'Times New Roman',Times,Georgia,serif;">в левом меню, используя Drag-and-Drop;</span></li><li style="margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">убрать название раздела из левого меню, нажав на кнопку </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Скрыть</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Обратите внимание, скрытый раздел будет доступен для работы по ссылке;</span></li><li style="margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">удалить </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="https://elma365.com/ru/help/360007990371.html" target="_blank" class="weblink">раздел</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">, </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="https://elma365.com/ru/help/360009924451.html" target="_blank" class="weblink">страницу</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> или </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="https://elma365.com/ru/help/360009925031.html" target="_blank" class="weblink">ссылку</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Удалённые элементы будут перемещены в корзину и станут недоступны для работы пользователям. Обратите внимание, системные разделы (</span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Линии, Номенклатура дел, CRM, Системные справочники</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">) нельзя удалить, их можно только скрыть.</span></li></ul>
|
||||
<p class="p_Normal" style="line-height: 1.80; margin: 14px 0 0 0;"><img alt="360007799052_1" width="748" height="598" style="margin:0;width:748px;height:598px;border:none" src="360007799052_1.png"/></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="recycle_bin" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Корзина</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">На вкладке <span style="font-weight: bold;">Корзина</span> отображаются удалённые <a href="360007990371.html" class="topiclink">разделы</a>, <a href="360009925031.html" class="topiclink">ссылки</a>, <a href="360009924451.html" class="topiclink">страницы</a>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="360007799052_2" width="704" height="462" style="margin:0;width:704px;height:462px;border:none" src="360007799052_2.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В любой момент удалённые элементы меню можно восстановить, для этого нажмите на кнопку <span style="font-weight: bold;">Восстановить</span> рядом с названием элемента. После этого элемент появится на вкладке <span style="font-weight: bold;">Активные разделы</span>, отобразится в левом меню и станет доступен для работы пользователям.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Решения</span></h2>
|
||||
<p class="p_Normal"> </p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">На вкладке <span style="font-weight: bold;">Решения</span> вы можете создать, скачать или загрузить файл существующего решения из разделов: <span style="font-weight: bold;">Документооборот</span>, <span style="font-weight: bold;">CRM</span>, <span style="font-weight: bold;">Решения 365</span> и <span style="font-weight: bold;">Офисные бизнес-процессы</span>. Подробнее читайте в статье <a href="solution.html" class="topiclink">«Решения»</a>.</p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="360007799052_3" width="685" height="515" style="margin:0;width:685px;height:515px;border:none" src="360007799052_3.png"/></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">Выберите решение из разделов, загрузите его в систему и выполните необходимые настройки.</p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="360007799052_4" width="779" height="335" style="margin:0;width:779px;height:335px;border:none" src="360007799052_4.png"/></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 13px; color: #000000;"> </span></p>
|
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|
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<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
|
||||
class="bottom-nav__link">section_update.html</span>
|
||||
class="bottom-nav__link">360009914991.html</span>
|
||||
</a>
|
||||
|
||||
|
||||
@ -149,7 +151,7 @@
|
||||
|
||||
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|
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</section>
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@ -157,7 +159,7 @@
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<input type="checkbox" />
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<div class="article__arrow"></div>
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<div class="table-of-contents elma365-right" id="toc2Content">
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<h3 class="h3-toc">In this topic</h3>
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<h3 class="h3-toc">В этой статье</h3>
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@ -168,30 +170,63 @@
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<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
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BIN
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@ -1,19 +1,20 @@
|
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<!DOCTYPE html>
|
||||
<html lang="en">
|
||||
<html lang="ru">
|
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|
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<head>
|
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<title>What is a workspace</title>
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<title>Раздел</title>
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<meta name="description" content="Workspaces comprise of apps 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,..." />
|
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<meta name="description" content="Разделы объединяют приложения, связанные одной тематикой. Разделы располагаются в левом меню и предназначены для решения ряда специфических задач компании, таких как..." />
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<meta name="picture" content="" />
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<meta property="og:type" content="website" />
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<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
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<meta property="og:url" content="https://brix365.com/en/help" />
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<meta property="og:title" content="Cправка по Low-code платформе ELMA365" />
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
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@ -23,6 +24,7 @@
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<link rel="stylesheet" href="./glossary.css" />
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@ -34,16 +36,16 @@
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@ -63,7 +65,7 @@
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
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<p>Low-code designer > Workspace / What is a workspace</p>
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<p>Low-code дизайнер / Раздел</p>
|
||||
</div>
|
||||
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||||
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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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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1" style="font-size: 32px;">Раздел</span></h1>
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<!-- Placeholder for topic body. -->
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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"> </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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-weight: bold;">Разделы</span> объединяют <a href="360006963072.html" class="topiclink">приложения</a>, связанные одной тематикой. Разделы располагаются в левом меню и предназначены для решения ряда специфических задач компании, таких как организация работы с персоналом, управление финансами, создание канцелярии и т. д.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Например, раздел <span style="font-weight: bold;">Клиентская база</span> может включать такие приложения, как <span style="font-weight: bold;">Клиенты</span> и <span style="font-weight: bold;">Услуги</span>. Внутри раздела <span style="font-weight: bold;">Документооборот</span> могут быть собраны следующие приложения: <span style="font-weight: bold;">Договор</span>, <span style="font-weight: bold;">Приказ</span>, <span style="font-weight: bold;">Служебная записка</span>, <span style="font-weight: bold;">Акт</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Помимо приложений, раздел может содержать такие элементы, как <a href="360009924451.html" class="topiclink">страницы</a>,<a href="360009925031.html" class="topiclink"> ссылки</a>, <a href="360007529451.html" class="topiclink">нумераторы</a> и <a href="360009672852.html" class="topiclink">разделители</a>. <a href="360009661232.html" class="topiclink">Бизнес-процессы на этом уровне</a> связывают приложения одного раздела.</p>
|
||||
<p style="margin: 14px 0 0 0;">Кроме того, вы можете создать <a href="service-portal.html" class="topiclink">внешний портал</a> на уровне раздела для взаимодействия с <a href="external-users.html" class="topiclink">внешними пользователями</a>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">С помощью опции <a href="360007799052.html" class="topiclink">Настроить разделы</a> можно изменить порядок расположения разделов в левом меню.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><span class="f_ImageCaption"> <img alt="зачем нужны разделы" width="909" height="580" style="margin:0;width:909px;height:580px;border:none" src="hmfile_hash_808b1840.png"/></span></p>
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<div class="bottom-nav">
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@ -132,7 +133,7 @@
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<p>Business process designer / Introduction to business processes</p>
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<p>Дизайнер бизнес-процессов / Для чего нужны бизнес-процессы</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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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Для чего нужны бизнес-процессы</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;">y’s</span> work, you need to be able to describe, perform, monitor, and improve these processes.</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;">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>
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||||
<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>
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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;">Why we need to describe processes</span></h2>
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<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>
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||||
<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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Деятельность любой компании можно рассматривать как <a href="https://elma365.com/ru/articles/chto-takoe-biznes-processy-obzor-bazovyh-ponyatij-bpm/" target="_blank" class="weblink">набор бизнес-процессов</a>. Для того чтобы управлять работой компании, вам нужно уметь описывать, выполнять, контролировать и улучшать эти процессы.</p>
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||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Что такое процесс</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Существует множество определений этому понятию. Мы будем придерживаться следующего:</p>
|
||||
<p style="margin: 14px 0 0 0;"><span style="font-weight: bold;">Бизнес-процесс</span> — это регулярно повторяющаяся последовательность взаимосвязанных действий, направленных на создание определённого продукта или услуги для потребителей. При этом потребителями могут быть не только внешние заказчики, но и внутренние.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Приведём пример. Банк выдаёт кредиты своим клиентам — это бизнес-процесс с внешним заказчиком. Когда тот же банк принимает на работу менеджера по кредитованию, в качестве заказчика будет выступать уже руководитель департамента банка, который ищет себе нового сотрудника. Такой бизнес-процесс удовлетворяет внутренние нужды компании.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Зачем описывать процессы</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">В любой организации существуют регламенты и процедуры, которые призваны упорядочить деятельность сотрудников. Однако зачастую они бывают непрозрачны и сложны для новичков. Кроме того, руководителям бывает сложно отследить исполнение этих регламентов. Все это приводит к снижению эффективности работы отдельных сотрудников и компании в целом.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Бизнес-процессы призваны решать упомянутые проблемы. Описав все регламенты и процедуры при помощи бизнес-процессов, вы сделаете их прозрачными и понятными. При описании часто выявляются лишние операции, требующие больших временных и денежных затрат. Таким образом, оптимизировав и улучшив бизнес-процессы, вы сможете повысить эффективность компании.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Как описывать процессы</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Процессы можно описать и при помощи должностных инструкций, но лучше использовать для этого специальные нотации. В системе за основу мы взяли нотацию BPMN 2.0. Она позволяет не только описать последовательность действий в процессе, но и определить его участников. Это, несомненно, одно из главных преимуществ нотации BPMN.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Бизнес-процесс в BPMN — это схема, на которой каждый участник представлен в виде прямоугольника или <a href="360012263032.html" class="topiclink">зоны ответственности</a>. Внутри прямоугольника располагаются <a href="360012496011.html" class="topiclink">события</a> и <a href="360012495611.html" class="topiclink">задачи</a>, за которые отвечает участник процесса.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Вот, например, как будет выглядеть процесс закупки, описанный в ELMA365:</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="1_1.png" title="1_1.png" width="840" height="433" style="margin:0;width:840px;height:433px;border:none" src="360011976531-1_1.png"/></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">В чем плюсы</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">При применении такого подхода вся деятельность компании представляется как цепочка взаимосвязанных бизнес-процессов, а не работа отдельных департаментов. Каждый шаг в этой цепочке можно оптимизировать так, чтобы он приносил дополнительную ценность заказчику и, соответственно, обеспечивал ваше конкурентное преимущество. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Кроме того, бизнес-процесс определяет способ, с помощью которого различные отделы могут работать вместе для более эффективного достижения целей компании. Он четко регламентирует роли и обязанности каждого участника процесса. Разным отделам не нужно бороться за одни и те же ресурсы. Являясь частью одного процесса, они сотрудничают в целях достижения лучших результатов и увеличения объема производства.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Описанные процессы легко изменять и улучшать. Поскольку процесс прозрачен и выстроен в строгом порядке, легко понять на каком этапе требуется доработка, и что именно нужно изменить. Компания, способная быстро адаптироваться к изменяющимся потребностям рынка, приобретает конкурентное преимущество.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Ну и наконец, описанные процессы можно автоматизировать при помощи BPM систем. Автоматизация позволяет снизить риски, связанные с человеческими ошибками, сэкономить время и повысить производительность. Все задачи будут назначаться сотрудникам автоматически в заданной на схеме последовательности. Это значит, что будут соблюдены все шаги процесса, и вы получите прогнозируемый качественный результат. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Подробнее о процессном подходе, теории и практике построения бизнес-процессов вы можете узнать из видео на нашем канале <a href="https://vkvideo.ru/playlist/-30025605_7" class="weblink">Naked BPM</a>.</p>
|
||||
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<meta name="description" content="В этом разделе вы можете добавлять и хранить параметры, а затем использовать их в скриптах внутри бизнес-процессов. В отличие от контекстных переменных, значение которых..." />
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@ -23,6 +24,7 @@
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@ -78,8 +80,8 @@
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||||
<p>System settings / Additional parameters </p>
|
||||
<p>Администрирование системы / Дополнительные параметры</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
<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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Дополнительные параметры</span></h1>
|
||||
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</header>
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||||
@ -109,48 +111,48 @@
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<a href="#h1-article" class="scroll-top"></a>
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</div>
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<!-- Placeholder for topic body. -->
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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_Normal" style="margin: 14px 0 0 0;">В этом разделе вы можете добавлять и хранить параметры, а затем использовать их в <a href="360027203731.html" class="topiclink">скриптах</a> внутри бизнес-процессов. В отличие от <a href="process_context.html" class="topiclink">контекстных переменных</a>, значение которых меняется от экземпляра к экземпляру, параметр остаётся неизменным для всех экземпляров процесса. Также такие параметры можно использовать в серверных <a href="client_server_scripts.html" class="topiclink">скриптах виджетов</a>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Параметры хранятся в разделе централизованно. Это значит, что в дальнейшем, если вам потребуется изменить параметр, не нужно будет вносить правки в скрипты, в которых он используются. Достаточно отредактировать данные в разделе <span style="font-weight: bold;">Дополнительные параметры</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="additional-parameters-1" width="1016" height="366" style="margin:0;width:1016px;height:366px;border:none" src="additional-parameters-1.png"/></p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="margin: 14px 0 0 0;"><span style="font-weight: bold;">Пример применения параметров</span></p>
|
||||
<p>Предположим, компания принимает заказы от клиентов через сайт. Между сайтом и ELMA365 настроена интеграция. Это позволяет передавать данные о готовности заказа в личный кабинет на сайте.</p>
|
||||
<p>Такая интеграция осуществляется при помощи скрипта. Для корректной работы скрипта необходимо указать адрес сайта и токен для авторизации. Неважно, сколько экземпляров процесса будет запущено, эти параметры останутся неизменными. Кроме того, если компания решит создать ещё один бизнес-процесс и настроить в нем интеграцию с сайтом, ей понадобятся те же самые параметры.</p>
|
||||
<p>Учитывая это, удобно хранить адрес сайта и токен в разделе <span style="font-weight: bold;">Дополнительные параметры</span>. Если однажды адрес сайта или токен изменятся, сотрудникам компании не придётся проверять все скрипты в процессах. Достаточно будет изменить нужный параметр в соответствующем разделе.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец примера</span></p>
|
||||
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </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>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><a id="parameter-types" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Типы параметров</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Параметры можно разделить на три группы:</p>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;"> </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;">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 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. 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>
|
||||
<li><span style="font-weight: bold;">глобальные параметры</span> — заданы на уровне компании и всегда доступны для использования в процессах компании и виджетах, созданных на уровне компании. Также вы можете применять их при создании скриптов в любом <a href="360007990371.html" class="topiclink">разделе</a> или <a href="360006963072.html" class="topiclink">приложении</a>, но для этого необходимо включить использование константы <code><b>Global</b></code>. Обратите внимание, в таком случае экспорт раздела или приложения станет недоступен;</li><li><span style="font-weight: bold;">параметры раздела</span> — заданы на уровне раздела и всегда доступны для использования в процессах и виджетах этого раздела. Кроме того, эти параметры могут применяться в процессах и виджетах приложений, входящих в раздел, но для этого необходимо включить использование константы <code><b>Namespace</b></code>;</li><li><span style="font-weight: bold;">параметры приложения</span> — заданы на уровне приложения и доступны для использования в процессах и виджетах, созданных на уровне этого приложения.</li></ul>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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;"> </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_Normal">Использование констант <code><b>Global</b></code> или <code><b>Namespace</b></code> в скриптах ограничивает экспорт компонентов системы. Подробнее об этом читайте в статье <a href="global-constants.html#export-restrictions" class="topiclink">«Глобальные константы в скриптах»</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Создание параметров</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 > System Settings > 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>
|
||||
<li value="1" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Перейдите к созданию параметра одним из следующих способов:<ul style="list-style-type:disc">
|
||||
<li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">откройте страницу <span style="font-weight: bold;">Администрирование > Настройки системы</span> <span style="font-weight: bold;">></span> <span style="font-weight: bold;">Дополнительные параметры</span>. Здесь можно задать как глобальные параметры, так и параметры раздела или приложения;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">выберите раздел и в меню его настроек нажмите <span style="font-weight: bold;">Дополнительные параметры</span>. Здесь можно задать только параметры конкретного раздела и его приложений;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">в разделе выберите приложение и в меню его настроек нажмите <span style="font-weight: bold;">Дополнительные параметры</span>. Здесь можно задать только параметры конкретного приложения.</li></ul>
|
||||
<li value="2" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">На открывшейся странице в правом верхнем углу нажмите на кнопку <span style="font-weight: bold;">+ Параметр</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="additional-parameters-2" width="1016" height="366" style="margin:0;width:1016px;height:366px;border:none" src="additional-parameters-2.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;"> </p>
|
||||
<li value="3" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">В открывшемся окне заполните следующие поля:<br />
|
||||
<img alt="additional-parameters-3" width="530" height="488" style="margin:0;width:530px;height:488px;border:none" src="additional-parameters-3.png"/></li></ol>
|
||||
<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>
|
||||
<li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Отображаемое имя</span><span style="font-weight: bold; color: #ff0000;">*</span> — укажите название, которое будет отображаться в списке параметров;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Имя свойства</span><span style="font-weight: bold; color: #ff0000;">*</span> — генерируется автоматически, исходя из названия параметра. При желании вы можете отредактировать содержимое поля;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Подсказка</span> — здесь можно указать дополнительную информацию о параметре;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Тип</span><span style="font-weight: bold; color: #ff0000;">*</span> — <a href="360009707032.html" class="topiclink">тип данных</a>, которые хранит данный параметр;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Значение</span> — в этом поле задайте значение параметра.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Значение параметра можно изменить. Для этого выберите его в списке параметров и нажмите значок карандаша.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><span class="f_ImageCaption"> <img alt="additional-parameters-4" width="572" height="137" style="margin:0;width:572px;height:137px;border:none" src="additional-parameters-4.png"/></span></p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Использование параметров</span></h2>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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;">, </span><code><b>Namespace.params</b></code><span style="font-size: 15px; font-family: Inter; color: #212529; background-color: #ffffff;">, </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_Normal"><span style="font-size: 15px; color: #212529; background-color: #ffffff;">Параметры </span><code><b>Global.params</b></code><span style="font-size: 15px; color: #212529; background-color: #ffffff;">, </span><code><b>Namespace.params</b></code><span style="font-size: 15px; color: #212529; background-color: #ffffff;">, </span><code><b>Application.params</b></code><span style="font-size: 15px; color: #212529; background-color: #ffffff;"> доступны только в серверных скриптах и только для чтения.</span></p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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>
|
||||
<p class="p_Normal">Рассмотрим решение для техподдержки. В ходе процесса в ELMA365 сотрудник описывает возникшую проблему, а затем при помощи скрипта данные отправляются в систему для отслеживания сообщений об ошибках — GitLab. Там автоматически создаётся задача с заголовком и описанием, а также выбирается исполнитель.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Чтобы реализовать такую интеграцию, заданы следующие дополнительные параметры:</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 </span><span class="f_CodeExample" style="font-weight: bold;">function</span><span class="f_CodeExample"> createIssueInGitlab(): Promise {</span><br />
|
||||
<span class="f_CodeExample"> </span><span class="f_CodeExample" style="font-weight: bold;">const</span><span class="f_CodeExample"> issue = await fetch(`${ Namespace.params.data.gitlab_host }/api/v4/projects/${ Namespace.params.data.gitlab_project }/issues`, {</span><br />
|
||||
<li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><code><b>gitlab_host</b></code> — адрес сервера;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><code><b>gitlab_project</b></code> — идентификатор проекта, в котором будет создаваться тикет;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><code><b>gitlab_token</b></code> — токен авторизации;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><code><b>gitlab_user</b></code> — пользователь, на которого тикет будет назначен.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Заголовок задачи и описание определяются через контекстные переменные <code><b>title</b></code> и <code><b>description</b></code>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Скрипт выглядит следующим образом:</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">async function createIssueInGitlab(): Promise {</span><br />
|
||||
<span class="f_CodeExample"> const issue = await fetch(`${ Namespace.params.data.gitlab_host }/api/v4/projects/${ Namespace.params.data.gitlab_project }/issues`, {</span><br />
|
||||
<span class="f_CodeExample"> method: 'post',</span><br />
|
||||
<span class="f_CodeExample"> headers: {</span><br />
|
||||
<span class="f_CodeExample"> 'PRIVATE-TOKEN': Namespace.params.data.gitlab_token,</span><br />
|
||||
@ -180,7 +182,7 @@
|
||||
|
||||
</div>
|
||||
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|
||||
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<meta name="description" content="You can export data from an app. For example, you can download a customer database, orders, invoices, or other documents. The data is saved to a .xlsx or .csv file, which..." />
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<meta name="description" content="Вы можете экспортировать данные, хранящиеся в приложениях. Например, можно выгрузить клиентскую базу, список заказов, счета или другие документы. Данные сохраняются в виде..." />
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@ -78,8 +80,8 @@
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<p>Low-code designer > Manage apps / Data export</p>
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</div>
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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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Экспорт данных</span></h1>
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@ -109,22 +111,22 @@
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<a href="#h1-article" class="scroll-top"></a>
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<!-- Placeholder for topic body. -->
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<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 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_Normal" style="margin: 14px 0 0 0;">Вы можете экспортировать данные, хранящиеся в <a href="360006963072.html" class="topiclink">приложениях</a>. Например, можно выгрузить клиентскую базу, список заказов, счета или другие документы. Данные сохраняются в виде файла формата <span style="font-weight: bold;">.xlsx</span> или <span style="font-weight: bold;">.csv</span>, что позволяет в дальнейшем загрузить их в другие программы.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">Начало внимание </span></p>
|
||||
<p class="p_Normal">По умолчанию выгружать данные могут <a href="360006871932.html#all_users" class="topiclink">Все пользователи</a>. Доступ к экспорту можно ограничить. Подробнее об этом читайте в статье <a href="360007527512.html" class="topiclink">«Доступ к данным приложения»</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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>
|
||||
<p style="margin: 14px 0 0 0;">Чтобы начать выгрузку данных, нажмите на значок <img alt="import" width="5" height="16" style="margin:0;width:5px;height:16px;border:none" src="import.png"/> в правом верхнем углу страницы приложения. Выберите пункт <span style="font-weight: bold;">Экспорт данных</span>.</p>
|
||||
<p style="line-height: 1.0; white-space: nowrap; page-break-inside: avoid;"><img alt="export_gif" width="1728" height="791" style="margin:0;width:1728px;height:791px;border:none" src="export_gif.gif"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><a id="export-data-fields" class="hmanchor"></a>В открывшемся окне укажите:</p>
|
||||
<ul style="list-style-type:disc">
|
||||
<li style="line-height: 1.20;"><span style="font-weight: bold;">Format</span>.<span style="font-weight: bold;"> </span>You can save data either to an <span style="font-weight: bold;">.xlsx</span> or to a <span style="font-weight: bold;">.csv</span> file. </li><li style="line-height: 1.20;"><span style="font-weight: bold;">Export system information</span>. Select this option to export system fields, codes, and identifiers in complex data types. It will allow saving links to related objects if in the future you plan to import data into another BRIX app. Suppose you need to export a list of customers. The app fields also contain links to contracts and agreements signed with customers. If you download the app with system information, after importing data into BRIX, all contracts and agreements will still be accessible from the app item page by clicking on the link. </li><li style="line-height: 1.20;"><span style="font-weight: bold;">Export filtered data</span>. Select this option to export data that you have previously selected by certain parameters using <a href="360009669952.html#search_by_name" class="topiclink">search</a> or a <a href="360009669952.html#filters" class="topiclink">filter</a>. For example, it can be contracts filtered by signing date or contractor.</li><li class="p_Normal"><span style="font-weight: bold;">Export dates and convert to UTC+0</span>. Select this option if you are uploading data with the <a href="360009707032.html#date-time" class="topiclink">Date/time</a> type properties. It allows you to match the dates to the recipient company<span style="color: #202122; background-color: #ffffff;">’</span>s <a href="locale-settings.html#timezone" class="topiclink">time zone</a>.</li><li class="p_Normal"><span style="font-weight: bold;">Export the names of app items, users, files</span>. Select this option if you want the linked objects<span style="font-family: Inter;">’</span> data to be displayed as names without identifiers in the export file. To export both names and identifiers, check the <span style="font-weight: bold;">Export system information</span> box as well.</li></ul>
|
||||
<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>
|
||||
<li><span style="font-weight: bold;">Формат</span> — вы можете сохранить данные в файл формата <span style="font-weight: bold;">.xlsx</span> или <span style="font-weight: bold;">.csv</span>; </li><li><span style="font-weight: bold;">Экспортировать системную информацию</span> — выберите эту опцию, чтобы выгрузить системные поля, коды и идентификаторы в сложных типах данных. Это нужно, чтобы сохранить ссылки на связанные объекты, если в дальнейшем вы планируете импортировать данные в другое приложение ELMA365. <span style="color: #212529; background-color: #ffffff;">Предположим, вы экспортируете список клиентов. Поля приложения содержат также ссылки на заключённые с клиентами договоры и акты. Если выгрузить системную информацию, </span>то при импорте данных в ELMA365 все договоры и акты будут по-прежнему открываться с карточки элемента приложения по ссылке; </li><li><span style="font-weight: bold;">Экспортировать по текущему фильтру</span> — выберите эту опцию, чтобы выгрузить данные, которые вы предварительно отобрали по определённым параметрам через <a href="360009669952.html#search_by_name" class="topiclink">поиск</a> или <a href="360009669952.html#filter" class="topiclink">фильтр</a>. К примеру, это могут быть договоры, отфильтрованные по дате заключения или по контрагенту; </li><li><span style="font-weight: bold;">Экспортировать даты в UTC+0</span> — выберите опцию, если выгружаете данные со свойствами типа <a href="360009707032.html#date-time" class="topiclink">Дата/время</a>. Она позволяет установить соответствие дат <a href="locale-settings.html#timezone" class="topiclink">временной зоне</a> компании-получателя;</li><li><span style="font-weight: bold;">Экспортировать названия элементов приложений, пользователей, файлов</span> — выберите опцию, чтобы в выгруженном файле данные о связанных объектах отображались в виде названий без идентификаторов. Чтобы выгрузить названия вместе с идентификаторами, дополнительно отметьте опцию <span style="font-weight: bold;">Экспортировать системную информацию</span>. </li></ul>
|
||||
<p>В файле экспорта применяется такой же формат данных, как при <a href="360009354059.html#format" class="topiclink">импорте</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="margin: 14px 0 0 0;">Выгрузить можно только данные приложения. Фильтры, изображения, файлы, задачи, комментарии и т. д. не экспортируются.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">При экспорте выгружаются все поля приложения. Если форма приложения была настроена в <a href="360028941032.html" class="topiclink">расширенном режиме</a>, то экспортируется весь <a href="360028941112.html" class="topiclink">контекст приложения</a>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Если перед началом экспорта вы не отметили опции, для связанных объектов будут выгружены только идентификаторы.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Файл с выгруженными данными сохранится в папке <span style="font-weight: bold;">Загрузки</span> на жёстком диске вашего компьютера. </p>
|
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<meta name="description" content="В разделе Мой отдел руководитель найдет информацию о загрузке сотрудников. Здесь отображаются текущие и просроченные задачи и запланированные события из личных календарей. Если..." />
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<p>Basic features > 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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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Мой отдел</span></h1>
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<!-- Placeholder for topic body. -->
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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>
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<p class="p_Normal" style="margin: 14px 0 0 0;">В разделе <span style="font-weight: bold;">Мой отдел</span> руководитель найдет информацию о загрузке сотрудников. Здесь отображаются текущие и просроченные задачи и запланированные события из личных календарей. Если кто-то из сотрудников отдела собрался в отпуск, руководитель может быстро переназначить задачи, чтобы во время отсутствия не было простоя в работе. Также здесь можно увидеть, какие сотрудники в данный момент отсутствуют, и кто их <a href="360010244599.html" class="topiclink">замещает</a>.</p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
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<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 company’s <a href="360003861992.html" class="topiclink">organizational chart</a>.</p>
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||||
<p style="margin: 14px 0 0 0;">Данный раздел доступен только тем пользователям, которые назначены на руководящие позиции в <a href="360003861992.html" class="topiclink">организационной структуре</a> компании.</p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
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<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>
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<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>
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<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 department’s workload: <span style="font-weight: bold;">Company</span>, <span style="font-weight: bold;">Tasks</span>, <span style="font-weight: bold;">Calendar</span>.</p>
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<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>
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||||
<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>
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<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 ></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>
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<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>
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<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>
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<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>
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<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>
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||||
<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>
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<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 class="p_Normal" style="margin: 14px 0 0 0;"><span class="f_ImageCaption"> <img alt="МО_01" width="1195" height="618" style="margin:0;width:1195px;height:618px;border:none" src="hmfile_hash_205447c7.png"/></span></p>
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<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Где можно посмотреть информацию о моих сотрудниках?</span></h2>
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||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Информация об отделе отображается в 3 разделах ELMA365: <span style="font-weight: bold;">Компания</span>, <span style="font-weight: bold;">Задачи</span>, <span style="font-weight: bold;">Календарь</span>.</p>
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||||
<h3 class="p_Heading3" style="margin: 19px 0 0 0;"><span class="f_Heading3" style="font-size: 19px;">Компания</span></h3>
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||||
<p class="p_Normal" style="margin: 19px 0 0 0;"><span class="f_ImageCaption"> <img alt="МО_02" width="870" height="618" style="margin:0;width:870px;height:618px;border:none" src="hmfile_hash_6a195251.png"/></span></p>
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||||
<p class="p_Normal" style="margin: 14px 0 0 0;">На главной странице нажмите <span style="font-weight: bold;">Компания</span> > <span style="font-weight: bold;">Мой отдел</span>. На открывшейся странице вы увидите список всех сотрудников, работающих в вашем отделе. Рядом с именем каждого указана должность, количество текущих и просроченных задач, а также запланированные события в календаре. Чтобы получить более подробную информацию о задачах или событиях, просто нажмите на соответствующий счетчик.</p>
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||||
<h3 class="p_Heading3" style="margin: 19px 0 0 0;"><span class="f_Heading3" style="font-size: 19px;">Задачи</span></h3>
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<p class="p_Normal" style="margin: 19px 0 0 0;"><img alt="МО_03" width="1193" height="625" style="margin:0;width:1193px;height:625px;border:none" src="hmfile_hash_d660e001.png"/></p>
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<p class="p_Normal" style="margin: 14px 0 0 0;">В разделе <a href="360014163712.html" class="topiclink">Задачи</a>, помимо ваших собственных задач (входящих, исходящих и тех, в которых вы являетесь участником), отображаются задачи сотрудников вашего отдела. В раскрывающемся списке в правой части страницы показываются имена 5 последних просмотренных сотрудников. Переключаясь между ними, вы сможете проконтролировать их текущую загрузку, перераспределить открытые задачи и при необходимости поставить новые.</p>
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||||
<h3 class="p_Heading3" style="margin: 19px 0 0 0;"><span class="f_Heading3" style="font-size: 19px;">Календарь</span></h3>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;"><img alt="МО_04" width="1196" height="695" style="margin:0;width:1196px;height:695px;border:none" src="hmfile_hash_58c752ca.png"/></p>
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||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В разделе <a href="calendar.html" class="topiclink">Календарь</a> руководитель может посмотреть события из личных календарей сотрудников его отдела, а также запланировать новое событие. Вверху страницы можно выбрать вариант отображения событий: по дням, неделям или месяцам.</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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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Импорт данных</span></h1>
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<!-- Placeholder for topic body. -->
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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_Normal" style="margin: 14px 0 0 0;">Инструмент импорта позволяет загружать электронные таблицы <span style="font-weight: bold;">Excel</span> и файлы формата <span style="font-weight: bold;">.csv</span> в приложения ELMA365. Таким образом вы можете быстро добавить большой объём данных в систему. </p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 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. </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. <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;">
|
||||
<p class="p_Normal">По умолчанию загружать данные могут <a href="360006871932.html#all_users" class="topiclink">Все пользователи</a>. О том, как ограничить доступ к импорту, читайте в статье <a href="360007527512.html" class="topiclink">«Доступ к данным приложения»</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание </span></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Вы также можете массово добавить или обновить элементы приложения, используя скрипты. Подробнее об этом читайте в статье <a href="batch-actions.html" class="topiclink">«Массовые действия с элементами приложений в скрипте»</a>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Чтобы начать импорт, выполните следующие шаги:</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-weight: bold;">1. Создайте приложение, в котором будут храниться данные</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Чтобы корректно импортировать данные в приложение, вам нужно добавить на его <a href="360007235031.html#create_form" class="topiclink">форму</a> поля, которые могут хранить эти данные. Предположим, вы хотите загрузить в ELMA365 свою клиентскую базу. Данные клиентов хранятся в виде таблицы <span style="font-weight: bold;">.xlsx</span>, которая содержит такие столбцы, как название компании, телефон, адрес электронной почты, контактное лицо, реквизиты. Чтобы выполнить импорт, необходимо предварительно создать приложение и добавить на его форму поля <a href="360009707032.html" class="topiclink">соответствующих типов</a>: <span style="font-weight: bold;">Строка</span> (для переноса названия), <span style="font-weight: bold;">Номер телефона</span>, <span style="font-weight: bold;">Электронная почта</span>, <span style="font-weight: bold;">ФИО</span>, <span style="font-weight: bold;">Текст</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="импорт данных 1" width="772" height="412" style="margin:0;width:772px;height:412px;border:none" src="hmfile_hash_52bb3df6.png"/></p>
|
||||
<p class="p_Normal">Если в импортируемом документе присутствует системное поле <span style="font-weight: bold;">Статус</span>, в приложении необходимо настроить <a href="360009920611.html" class="topiclink">статусы</a>. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-weight: bold;">2. Сгенерируйте шаблон приложения</span>. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Шаблон нужен для того, чтобы привести загружаемый файл в соответствие с требованиями для импорта. </p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">Чтобы загрузить шаблон себе на компьютер, в правом верхнем углу страницы приложения нажмите на значок <img alt="import" width="5" height="16" style="margin:0;width:5px;height:16px;border:none" src="import.png"/><span class="f_ImageCaption"> </span>и выберите опцию <span style="font-weight: bold;">Импорт Данных</span>. В открывшемся окне выберите тип шаблона в зависимости от того, какой файл вы планируете импортировать: <span style="font-weight: bold;">.xlsx</span> или <span style="font-weight: bold;">.csv</span>. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="импорт данных 2" width="579" height="314" style="margin:0;width:579px;height:314px;border:none" src="hmfile_hash_d3edfe49.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-weight: bold;">3. Приведите импортируемый файл в соответствие с шаблоном</span>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Шаблон содержит таблицу, каждый столбец которой соответствует полю приложения. Для каждого столбца приводится пример данных, которые могут в нём содержаться.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="импорт данных 3" width="818" height="195" style="margin:0;width:818px;height:195px;border:none" src="hmfile_hash_a12cb98d.png"/></p>
|
||||
<p class="p_Normal"><a id="format" class="hmanchor"></a>Вы можете скопировать название столбцов в импортируемый файл либо заполнить шаблон вашими данными. Требования к импортируемым данным приведены в таблице:</p>
|
||||
<div 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; 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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal"><span style="font-weight: bold;">Тип поля</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal"><span style="font-weight: bold;">Формат данных в шаблоне</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal"><span style="font-weight: bold;">Примечание</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal"><span style="font-weight: bold;">Пример значения в шаблоне</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Название</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">текст</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;"> </span></p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><br />
|
||||
</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">счёт-фактура</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Строка</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">текст</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;"> </span></p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><br />
|
||||
</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">заказ</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Число</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">целое или дробное число</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">в формате, предустановленном в столбце шаблона</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">27.37</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Выбор <br />
|
||||
«да/нет»</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal"><code><b>true</b></code> или <code><b>false</b></code></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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal"><code><b>true</b></code> — истина</p>
|
||||
<p class="p_Normal"><code><b>false</b></code> — ложь</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Текстовое значение: Включено, <br />
|
||||
в шаблоне: <code><b>true</b></code></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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Дата/время</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">дата и время</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">в формате, предустановленном в столбце шаблона</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">04.07.1977 13:27</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Категория</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">текст</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">значение категории (название, а не код), которое присваивается полю при импорте</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;">Let’s 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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Например, категория <span style="font-weight: bold;">Способ </span><br />
|
||||
<span style="font-weight: bold;">доставки</span> имеет три значения: <span style="font-weight: bold;">Самовывоз</span>, <span style="font-weight: bold;">Курьер</span> и <span style="font-weight: bold;">Почта</span>. <br />
|
||||
Нам нужно импортировать заказ, <br />
|
||||
который доставляется курьером. <br />
|
||||
Для этого в шаблоне импорта <br />
|
||||
в строке с данными заказа <br />
|
||||
в колонке <span style="font-weight: bold;">Способ доставки</span> <br />
|
||||
следует указать <span style="font-weight: bold;">Курьер</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Деньги</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">целое или дробное число</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;"> </span></p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><br />
|
||||
</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">125.6</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Учётная запись</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;"> </span></p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><br />
|
||||
</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">импорт не поддерживается</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;"> </span></p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><br />
|
||||
</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Номер телефона</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">целое число</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;"> </span></p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><br />
|
||||
</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">89125554433</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Электронная почта</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">текст</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">в формате имя@домен</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">name@example.com</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Файлы</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">название файла[идентификатор файла]</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">импортировать можно только идентификатор файла, загруженного в ELMA365. Он отобразится в адресной строке браузера, если нажать на имя файла</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">file1[fd2af6d9-3e95-4896-9604-250929347acb]</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Изображение </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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">название изображения[идентификатор изображения</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">импортировать можно только идентификатор изображения, загруженного в ELMA365. Он отобразится в адресной строке браузера, если нажать на имя изображения.</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">image1[fd2af6d9-3e95-4896-9604-250929347acb]</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;"> </span></p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Ф.И.О.</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">текст</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">первое слово интерпретируется как фамилия, второе — как имя, последующие — как отчество</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Петров Иван Александрович</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Ссылка</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>
|
||||
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal">текст ссылки</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;"> </span></p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><br />
|
||||
</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>
|
||||
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal">https://elma365.com/ru</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;">Table</span></p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Таблица</p>
|
||||
</td>
|
||||
<td style="vertical-align:top; width:136px; padding:4px; border:solid thin #000000;"><p style="line-height: 1.20;">[{"rows":[{"column code":{"cell code": "cell value"}}], "result":{"__count":number of rows in the table}, "view":""}]</p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal">[{"rows":[{"код столбца":{"код ячейки":"значение ячейки"}}],"result":{"__count":количество строк в таблице},"view":""}]</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Строка, где перечисляются все ячейки таблицы с их значениями. </p>
|
||||
<p class="p_Normal">В параметре <span style="font-weight: bold;">result</span> укажите количество строк.</p>
|
||||
<p class="p_Normal">Параметр <span style="font-weight: bold;">view</span> оставьте без значения. Он заполнится автоматически, если для таблицы <a href="360010201779.html#kind-of-table" class="topiclink">настроено представление по шаблону</a>.</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;">[{"rows":[{"account":{"login":"@example"}, "name":{"lastname": "Rogers", "firstname":</p>
|
||||
<p style="line-height: 1.20;">"Sarah", ‘middlename’: ‘Jane}},</p>
|
||||
<p style="line-height: 1.20;">{"account":{"login":"@example1"}},</p>
|
||||
<p style="line-height: 1.20;">"name":{”lastname": ‘Rogers,</p>
|
||||
<p style="line-height: 1.20;">{ "firstname":</p>
|
||||
<p style="line-height: 1.20;">"Sarah", ‘middlename’: ‘Jane }}],</p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">"result":{"__count":2},"view":""}]</p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Например, запись для таблицы <br />
|
||||
с колонками <span style="font-weight: bold;">Аккаунт</span> и <br />
|
||||
<span style="font-weight: bold;">Имя клиента</span>, состоящей <br />
|
||||
из двух строк:</p>
|
||||
<p class="p_Normal">[{“rows”:[{“account”:{“login”:“@example”},“name”:{“lastname”:“Петров”,“firstname”:<br />
|
||||
“Петр”,“middlename”:“Петрович”}},<br />
|
||||
{“account”:{“login”:“@example1”},<br />
|
||||
“name”:{“lastname”:“Иванов”,<br />
|
||||
“firstname”:<br />
|
||||
“Иван”,“middlename”:“Иванович”}}],<br />
|
||||
"result":{"__count":2},"view":""}]</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Пользователи</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;">[User’s ID]</span></p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal">[идентификатор пользователя]</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 user’s ID, go to </span><span style="font-family: Inter; font-weight: bold;">Administration > Users</span><span style="font-family: Inter;"> and click on the name of the user’s account. The ID will be displayed in your browser’s address bar.</span></p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal">чтобы узнать идентификатор пользователя, перейдите в <span style="font-weight: bold;">Администрирование > Пользователи</span> и нажмите на учётную запись пользователя. Идентификатор отобразится в адресной строке браузера.</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">[29cadb73-8246-4f3d-9992-87a4a1ad20cf]</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">Приложение</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 item’s ID]</span></p>
|
||||
<td style="vertical-align:top; padding:0; border:none"><p class="p_Normal">[идентификатор элемента приложения]</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">элемент должен относиться к приложению, с которым связано поле.</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 style="vertical-align:top; padding:0; border:none"><p class="p_Normal">[12f05b18-5559-40cb-b138-97b8d0233f4c]</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 > 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_Normal" style="margin: 14px 0 0 0;"><span style="font-weight: bold;">4. Загрузите подготовленный файл с данными в систему</span>.<span style="font-weight: bold;"> </span></p>
|
||||
<p class="p_Normal">После того как вы приведёте импортируемый файл в соответствие с шаблоном, вернитесь в интерфейс ELMA365. Нажмите на значок <img alt="import" width="5" height="16" style="margin:0;width:5px;height:16px;border:none" src="import.png"/> в правом верхнем углу страницы приложения и выберите опцию <span style="font-weight: bold;">Импорт Данных</span>. В открывшемся окне загрузите импортируемый файл. </p>
|
||||
<p class="p_Normal">Также здесь вы можете отметить опцию <span style="font-weight: bold;">Игнорировать обработчики событий</span>. Она отключает на время импорта все <a href="events_processing.html" class="topiclink">обработчики событий</a>, настроенные в разделе <span style="font-weight: bold;">Администрирование > Модули</span>. Это позволит уменьшить нагрузку на систему, если обработчик срабатывает при добавлении новых элементов, например, выводит уведомления или запускает бизнес-процесс. </p>
|
||||
<p class="p_Normal">Нажмите <span style="font-weight: bold;">Импортировать</span>, а затем <span style="font-weight: bold;">Закрыть</span>. После этого данные появятся в приложении. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="import_gif" width="1139" height="655" style="margin:0;width:1139px;height:655px;border:none" src="import_gif.gif"/></p>
|
||||
<p class="p_Normal">Обратите внимание, на скорость импорта влияет количество элементов приложения, а также количество индексов, расположенных в базе данных <span style="font-weight: bold;">PostgreSQL</span>. Индексы создаются в БД для каждого свойства приложения, для которого включена опция <a href="360028941112.html#search" class="topiclink">Поиск и сортировка по полю</a>. Если вы хотите импортировать большой объём данных, рекомендуем включать опцию после переноса приложения. </p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Особенности импорта</span></h2>
|
||||
<p class="p_Normal">Используя импорт файлов, вы можете обновить данные сразу в нескольких элементах приложений. Для этого <a href="360009264480.html" class="topiclink">экспортируйте файл</a> из существующего приложения, отметив опцию <span style="font-weight: bold;">Экспортировать системную информацию</span>, и внесите изменения в значения полей. После этого импортируйте файл обратно в приложение. Все изменённые элементы приложения обновятся. </p>
|
||||
<p class="p_Normal">Обратите внимание, если в системном поле <span style="font-weight: bold;">Статус</span> вы укажете идентификатор (status: id), которого нет в приложении, элементу присвоится начальный статус. </p>
|
||||
<p style="margin: 7px 0 16px 0;"><img alt="import-status" width="716" height="132" style="margin:0;width:716px;height:132px;border:none" src="import-status.png"/></p>
|
||||
<p class="p_Normal">Если вы экспортируете файл без системной информации, при импорте изменённого файла в приложение добавятся новые элементы. </p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Импорт нескольких значений </span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Вы можете импортировать несколько значений в одно поле ELMA365. В этом случае следует использовать запятую (,) в качестве разделителя. </p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="margin: 14px 0 0 0;">Пример:</p>
|
||||
<p>company@example1.com, company@example2.com — позволяет добавить два адреса электронной почты в одно поле.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Таким способом можно загрузить данные в поля следующих <a href="360009707032.html" class="topiclink">типов</a>: <span style="font-weight: bold;">Число</span>, <span style="font-weight: bold;">Категория</span>, <span style="font-weight: bold;">Номер телефона</span>, <span style="font-weight: bold;">Электронная почта</span>, <span style="font-weight: bold;">Ссылка</span>, <span style="font-weight: bold;">Пользователи</span>, <span style="font-weight: bold;">Приложение</span>.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Возможные ошибки при импорте</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Формат загружаемых данных должен соответствовать типу поля. В противном случае вы увидите предупреждение с указанием строки и столбца, в которых была обнаружена некорректная запись. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="импорт данных 4" width="357" height="207" style="margin:0;width:357px;height:207px;border:none" src="hmfile_hash_60300124.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Внесите исправления и продолжите импорт. </p>
|
||||
|
||||
<div class="bottom-nav">
|
||||
|
||||
@ -359,7 +372,7 @@
|
||||
|
||||
</div>
|
||||
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
|
||||
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|
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@ -367,7 +380,7 @@
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|
||||
<div class="article__arrow"></div>
|
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<div class="table-of-contents elma365-right" id="toc2Content">
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|
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<p><a href="access_permissions.html">Access permissions in BRIX</a> / Access to a workspace</p>
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<p><a href="access_permissions.html">Система прав доступа в ELMA365</a> / Доступ к разделу</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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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Доступ к разделу</span></h1>
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<!-- Placeholder for topic body. -->
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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 app’s 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_Normal">Пользователь с правами доступа к разделу может взаимодействовать с входящими в него <a href="360009919211.html" class="topiclink">доступными</a> приложениями. Доступ можно настроить при <a href="360006887271.html" class="topiclink">создании</a> раздела или позже в его настройках.</p>
|
||||
<p class="p_Normal">Доступ к разделу предоставляется только группам пользователей.</p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">При отсутствии доступа вы не увидите раздел и его приложения в левом меню. Если у вас есть <a href="360009919211.html" class="topiclink">доступ к приложению</a>, которое размещено в разделе, но нет доступа к самому разделу, приложение будет недоступно. Имея при этом <a href="360007527512.html" class="topiclink">доступ к данным приложения</a>, вы можете работать с его элементами по прямым ссылкам, например, из задачи процесса. Подробнее о разных уровнях доступа читайте в статье <a href="access_permissions.html" class="topiclink">«Система прав доступа в ELMA365»</a>. </p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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_Normal">Настраивать доступ к разделу могут только пользователи, включённые в группу <a href="360006871932.html#administrators" class="topiclink">Администраторы</a>. </p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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>
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||||
<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>
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||||
<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>
|
||||
<p class="p_Normal">Чтобы перейти в настройки доступа к разделу, нажмите на значок <img alt="__________.png" title="__________.png" width="20" height="22" style="margin:0;width:20px;height:22px;border:none" src="360012041271-__________.png"/> справа от его названия и выберите пункт <span style="font-weight: bold;">Доступ к Разделу</span>. </p>
|
||||
<p class="p_Normal"><img alt="workspace_settings2" width="449" height="567" style="margin:0;width:449px;height:567px;border:none" src="workspace_settings2.png"/></p>
|
||||
<p class="p_Normal">В появившемся окне укажите <a href="360007146071.html" class="topiclink">группы пользователей</a>, для которых требуется отображать раздел в левом меню.</p>
|
||||
<p class="p_Normal">Например, раздел <span style="font-weight: bold;">HR</span> должны видеть только сотрудники отдела по работе с персоналом. Для этого из списка групп выберите HR-отдел и сохраните внесенные изменения. </p>
|
||||
<p class="p_Normal"><img alt="workspace_settings3" width="577" height="244" style="margin:0;width:577px;height:244px;border:none" src="workspace_settings3.png"/></p>
|
||||
<p class="p_Normal">После сохранения настроек пользователи, не включённые в указанную группу, не увидят раздел и его приложения в левом меню и не смогут получить доступ к ним по прямой ссылке. </p>
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<meta name="description" content="Бизнес-процессы на уровне раздела описывают логику его работы и могут связывать несколько приложений данного раздела. Например, для раздела Работа с клиентами можно добавить..." />
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<p>Low-code designer > Workspace / Workspace business processes</p>
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<p>Low-code дизайнер > <a href="360007990371.html">Раздел</a> / Бизнес-процессы на уровне раздела</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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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Бизнес-процессы на уровне раздела</span></h1>
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<!-- Placeholder for topic body. -->
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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_Normal" style="margin: 14px 0 0 0;">Бизнес-процессы на уровне <a href="360007990371.html" class="topiclink">раздела</a> описывают логику его работы и могут связывать несколько <a href="360006963072.html" class="topiclink">приложений</a> данного раздела. Например, для раздела <span style="font-weight: bold;">Работа с клиентами</span> можно добавить бизнес-процесс оформления заказа, в котором будут участвовать два приложения — <span style="font-weight: bold;">Клиенты</span> и <span style="font-weight: bold;">Договор</span>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="margin: 19px 0 0 0;">Моделировать, настраивать и редактировать бизнес-процессы могут только пользователи, включённые в группу<span style="font-weight: bold;"> </span><a href="360006871932.html#administrators" class="topiclink">Администраторы</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Как начать моделировать</span></h2>
|
||||
<p class="p_Normal">Чтобы создать процесс на уровне раздела, выполните следующие действия:</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>
|
||||
<li value="1" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a id="bp_list" class="hmanchor"></a>Нажмите на значок <img alt="__________.png" title="__________.png" width="20" height="22" style="margin:0;width:20px;height:22px;border:none" src="360012041271-__________.png"/> рядом с названием раздела и выберите пункт меню <span style="font-weight: bold;">Бизнес-процессы</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="бп на уровне раздела 365" width="515" height="589" style="margin:0;width:515px;height:589px;border:none" src="hmfile_hash_e4f4b1d9.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;">Отобразится страница, которая содержит список бизнес-процессов раздела.</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>
|
||||
<li value="2" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">Для создания нового бизнес-процесса нажмите на кнопку <span style="font-weight: bold;">+ Процесс</span>.</li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="плюс процесс" width="595" height="143" style="margin:0;width:595px;height:143px;border:none" src="hmfile_hash_dcc5fe2f.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;">В появившемся окне заполните поля:</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;"><img alt="новый процесс" width="593" height="248" style="margin:0;width:593px;height:248px;border:none" src="hmfile_hash_094b4e82.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>
|
||||
<li><span style="font-weight: bold;">Название</span><span style="font-weight: bold; color: #ff0000;">*</span> — укажите наименование, которое будет отображаться в списке бизнес-процессов раздела.</li><li><span style="font-weight: bold;">Код</span><span style="font-weight: bold; color: #ff0000;">*</span> — используется для работы с API. Поле заполняется автоматически, но при необходимости его значение можно изменить. </li><li><span style="font-weight: bold;">Родительская категория</span> — укажите папку, в которой будет располагаться бизнес-процесс в общем списке процессов. Чтобы создать новую папку, перейдите на страницу со списком бизнес-процессов и нажмите на кнопку <span style="font-weight: bold;">+ Папка</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>
|
||||
<li value="3" class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">После того как поля будут заполнены, нажмите на кнопку <span style="font-weight: bold;">Создать</span>. </li></ol>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 34px;">Далее откроется страница создания бизнес-процесса.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 35px;">Вся работа осуществляется таким же образом, как при <a href="360012265552.html" class="topiclink">моделировании глобальных процессов</a>.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 36px;"><img alt="моделирование процесса" width="1025" height="448" style="margin:0;width:1025px;height:448px;border:none" src="hmfile_hash_4164ec7b.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Бизнес-процесс, созданный в разделе, можно:</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>
|
||||
<li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">переименовать; </li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">скопировать, привязав его к текущему разделу или любому приложению, входящему в его состав; </li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">переместить в другую родительскую папку, созданную в общем списке процессов.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Для этого откройте страницу со <a href="360009661232.html#bp_list" class="topiclink">списком бизнес-процессов</a> раздела, нажмите на три точки в поле с названием процесса и выберите нужное действие.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="действия с бп на уровне раздела" width="781" height="490" style="margin:0;width:781px;height:490px;border:none" src="hmfile_hash_9cfd47e3.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Из списка можно снова перейти в дизайнер моделирования процесса. Если процесс уже редактируется другим пользователем, открыть его схему можно в режиме просмотра.</p>
|
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@ -154,7 +155,7 @@
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<p>Low-code designer > Manage apps / Export an app</p>
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<p>Low-code дизайнер > Управление приложением / Экспорт приложения</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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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Экспорт приложения</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>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Экспорт приложения используется для переноса пользовательского <a href="360006963072.html" class="topiclink">приложения</a> из одной компании в другую.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Обратите внимание:</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>
|
||||
<li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">системное приложение можно экспортировать только в составе раздела или решения. Подробнее читайте в разделе этой статьи <a href="https://elma365.com/ru/help/platform/360009669292.html#export-system-object" target="_blank" class="weblink">«Экспорт системного приложения»</a>;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">если в пользовательском приложении есть ссылки на глобальные объекты системы, а именно другие <a href="360006963072.html" class="topiclink">приложения</a>, <a href="360007990371.html" class="topiclink">разделы</a> и <a href="360008121732.html" class="topiclink">бизнес‑процессы</a>, при его экспорте возникнет ошибка;</li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;">использование констант <code><b>Global</b></code> и <code><b>Namespace</b></code> в скриптах ограничивает экспорт компонентов системы. Подробнее об этом читайте в статье <a href="global-constants.html#export-restrictions" class="topiclink">«Глобальные константы в скриптах»</a>.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Когда вы экспортируете приложение, вместе с ним экспортируются:</p>
|
||||
<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;"> </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>
|
||||
<li><a href="360009921131.html" class="topiclink">бизнес-процессы</a>;</li><li>настроенные <a href="360009920611.html" class="topiclink">статусы</a> и <a href="360009669952.html" class="topiclink">фильтры</a>, в том числе фильтрация в опции <a href="limit-selection-of-elements.html" class="topiclink">Ограничить выбор</a>;</li><li><a href="360007529451.html" class="topiclink">нумераторы</a>;</li><li><a href="360007331871.html" class="topiclink">группы и роли</a>;</li><li><a href="360009918011.html" class="topiclink">формы</a> и контекстные переменные, используемые в бизнес-процессах;</li><li><a href="360019228531.html" class="topiclink">настройки кнопок</a>;</li><li><span style="font-size: 15px; font-family: Inter;">глобальные настройки </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360009923311.html" class="topiclink">отображения элементов на странице приложения</a></span><span style="font-size: 15px; font-family: Inter;">;</span></li><li><a href="access_permissions.html" class="topiclink">права доступа</a> к приложению и его данным, настроенные для <a href="360006871932.html" class="topiclink">системных групп и ролей</a>;</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a href="360026936731.html" class="topiclink">шаблоны документов</a>, созданные на уровне приложения;</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a href="records_classification.html" class="topiclink">номенклатура</a>, если в приложении включена регистрация дел; </li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a href="/ru/help/ecm/set-up-digital-signature.html" target="_blank" class="weblink">настройки подписи</a>;</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a href="/ru/help/ecm/approval-settings.html" target="_blank" class="weblink">настройки архивации листов ознакомления и согласования</a>;</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a href="/ru/help/ecm/print-form-settings.html" target="_blank" class="weblink">настройки печатной формы</a>. </li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Все эти элементы будут импортированы вместе с приложением в другую компанию.</p>
|
||||
<h2 class="p_Heading2" style="margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Как начать экспорт</span></h2>
|
||||
<p class="p_Normal" style="margin: 19px 0 0 0;">Для начала экспорта приложения нажмите на значок шестерёнки справа от его названия и выберите пункт меню <span style="font-weight: bold;">Экспорт Приложения</span>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 внимание </span><span class="f_ImageCaption"> </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 app’s 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. Let’s 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 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 style="margin: 14px 0 0 0;">Экспортировать приложения могут только пользователи, входящие в группу<span style="font-weight: bold;"> </span><a href="360006871932.html#administrators" class="topiclink">Администраторы</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"> <img alt="экспорт прил 1" width="459" height="482" style="margin:0;width:459px;height:482px;border:none" src="hmfile_hash_07eaba95.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В появившемся окне нажмите кнопку <span style="font-weight: bold;">Начать экспорт</span>.</p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Шаг 1. Проверка приложения</span></h2>
|
||||
<p style="margin: 14px 0 0 0;"><span style="font-family: Inter;">На первом шаге экспорта в приложении проверяется наличие ссылок на глобальные объекты системы.</span></p>
|
||||
<p style="margin: 14px 0 0 0;"><span style="font-family: Inter;">Если при проверке ссылок обнаружены ошибки, вы увидите уведомление. Экспорт приложения будет недоступен до тех пор, пока вручную не будут удалены все ссылки. Если ссылки на другие компоненты системы нужно сохранить, рекомендуем выгрузить приложение в составе </span><span style="font-family: Inter; color: #0563c1;"><a href="360007722171.html" class="topiclink">раздела</a></span><span style="font-family: Inter;"> или </span><span style="font-family: Inter; color: #0563c1;"><a href="export-solution-file.html" class="topiclink">решения</a></span><span style="font-family: Inter;">.</span></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Вы также увидите предупреждение, если в скриптах приложения есть </span><span style="font-family: Inter; color: #0000ff;"><a href="optional-dependencies.html" class="topiclink">опциональные зависимости</a></span><span style="font-family: Inter;"> от других разделов или модулей. Такие зависимости не препятствуют экспорту, однако при последующем импорте приложения не гарантируется корректная работа скриптов.</span></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-family: Inter;">Вы также увидите предупреждение, если:</span></p>
|
||||
<ul style="list-style-type:disc">
|
||||
<li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">в скриптах внутри приложения есть </span><span style="font-family: Inter; color: #0000ff;"><a href="optional-dependencies.html" class="topiclink">опциональные зависимости</a></span><span style="font-family: Inter;"> от других разделов или модулей;</span></li><li class="p_Normal" style="margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">в <a href="360026936731.html" class="topiclink">шаблонах документов</a> обнаружены несоответствия переменных.</span></li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><span style="font-family: Inter;">Такие ошибки не препятствуют экспорту, однако при последующем импорте приложения не гарантируется корректная работа скриптов и шаблонов документов.</span></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="экспорт прил 3" width="402" height="268" style="margin:0;width:402px;height:268px;border:none" src="hmfile_hash_54e024ee.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Если ссылки на глобальные объекты отсутствуют, откроется следующее уведомление:</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="экспорт прил 4" width="465" height="247" style="margin:0;width:465px;height:247px;border:none" src="hmfile_hash_c18dd92f.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Для продолжения экспорта нажмите на кнопку <span style="font-weight: bold;">Далее</span>.</p>
|
||||
<h2 class="p_Heading2"><span class="f_Heading2">Шаг 2. Выполнение экспорта</span></h2>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Внесите информацию об экспортируемом приложении.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="экспорт прил 5" width="474" height="251" style="margin:0;width:474px;height:251px;border:none" src="hmfile_hash_7abb1824.png"/></p>
|
||||
<ul style="list-style-type:disc">
|
||||
<li><span style="font-weight: bold;">Название приложения</span><span style="font-weight: bold; color: #ff0000;">*</span> — наименование приложения;</li><li><span style="font-weight: bold;">Описание </span>— описание функциональных возможностей приложения и его особенностей.</li></ul>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Для продолжения экспорта нажмите на кнопку <span style="font-weight: bold;">Далее</span>. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Приложение будет экспортировано в файл. Чтобы сохранить файл на локальный компьютер, нажмите на ссылку в появившемся окне.</p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">В дальнейшем файл можно <a href="360007235031.html#import_from_file" class="topiclink">импортировать</a> в другую компанию.</p>
|
||||
<h2 class="p_Heading2"><a id="export-system-object" class="hmanchor"></a><span class="f_Heading2">Экспорт системного приложения</span></h2>
|
||||
<p class="p_Normal">В ELMA365 есть <a href="360006963072.html#system-applications" class="topiclink">системные приложения</a>, которые по умолчанию размещены в системных разделах и готовы к использованию. Эти приложения можно экспортировать только в составе <a href="system-workspaces.html#system-workspace-export" class="topiclink">системного раздела</a> или <a href="solution.html" class="topiclink">решения</a>.</p>
|
||||
<p class="p_Normal">Особенности экспорта:</p>
|
||||
<ol style="list-style-type:decimal">
|
||||
<li value="1" class="p_Normal">Если другие приложения и разделы ссылаются на системное приложение, их можно экспортировать. Например, вы экспортируете раздел <span style="font-weight: bold;">Договоры</span>. В нём используется бизнес-процесс согласования договора, который ссылается на системное приложение <a href="360012584980.html" class="topiclink">Компании</a>. При экспорте и дальнейшем импорте раздела проблем не возникнет, так как в любой компании в ELMA365 есть такое же системное приложение. Если же в процессе использовать пользовательское приложение, не относящееся к разделу <span style="font-weight: bold;">Договоры</span>, на этапе экспорта возникнет ошибка.</li><li value="2" class="p_Normal">При экспорте системного приложения вместе с <a href="system-workspaces.html#part-of-solution" class="topiclink">системным разделом в составе решения</a> выгрузятся также структуры (процессы и виджеты) на уровне приложения.</li></ol>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
|
||||
<p class="p_Normal">Использование констант <code><b>Global</b></code> или <code><b>Namespace</b></code> в скриптах ограничивает экспорт компонентов системы. Подробнее об этом читайте в статье <a href="global-constants.html#export-restrictions" class="topiclink">«Глобальные константы в скриптах»</a>.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span> </p>
|
||||
|
||||
<div class="bottom-nav">
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||||
@ -173,7 +170,7 @@
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<meta property="og:title" content="Cправка по Low-code платформе ELMA365" />
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
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@ -23,6 +24,7 @@
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@ -63,7 +65,7 @@
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
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@ -78,8 +80,8 @@
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@ -92,15 +94,15 @@
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|
||||
<p>Low-code designer > Manage apps / Delete an app</p>
|
||||
<p>Low-code дизайнер > Управление приложением / Удалить приложение</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
<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>
|
||||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Удалить приложение</span></h1>
|
||||
</div>
|
||||
|
||||
</header>
|
||||
@ -109,14 +111,14 @@
|
||||
<a href="#h1-article" class="scroll-top"></a>
|
||||
</div>
|
||||
<!-- Placeholder for topic body. -->
|
||||
<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 app’s name and select </span><span style="font-family: Inter; font-weight: bold;">Delete App</span><span style="font-family: Inter;">.</span></p>
|
||||
<p style="line-height: 1.28; margin: 0 0 11px 0;">Администратор системы может удалить пользовательское приложение. Для этого нажмите на значок <img alt="__________.png" title="__________.png" width="20" height="22" style="margin:0;width:20px;height:22px;border:none" src="360012480312-__________.png"/> справа от его названия и выберите пункт меню <span style="font-weight: bold;">Удалить Приложение</span>. </p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало 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 style="margin: 14px 0 0 0;"><a href="360006963072.html#system-applications" class="topiclink">Системное приложение</a> нельзя удалить.</p>
|
||||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец 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 app’s items will be restored, too. </p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="удаление прил 1" width="474" height="507" style="margin:0;width:474px;height:507px;border:none" src="hmfile_hash_f934f2da.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;">Подтвердите действие, нажав на кнопку <span style="font-weight: bold;">ОК.</span></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><img alt="удаление прил 2" width="350" height="148" style="margin:0;width:350px;height:148px;border:none" src="hmfile_hash_838f4573.png"/></p>
|
||||
<p class="p_Normal" style="margin: 14px 0 0 0;"><a href="360006963072.html" class="topiclink">Приложение</a> удалится из левого меню раздела и переместится в <a href="360009705932.html#delete" class="topiclink">Корзину</a>. Оно станет недоступно для всех пользователей. Вы можете <a href="360009705932.html#delete" class="topiclink">восстановить</a> приложение. При этом будут восстановлены все его элементы.</p>
|
||||
|
||||
<div class="bottom-nav">
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|
||||
@ -133,7 +135,7 @@
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</div>
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@ -141,7 +143,7 @@
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|
||||
<li class="footer-item"><a href="https://elma365.com/ru/" target="_blank" class="footer-link" style="color: #0D4A75;"><img src="browse.svg" alt="browse icon" class="footer-img">elma365.com</a></li><li class="footer-item"><a href="https://www.youtube.com/user/ELMABPM" target="_blank" class="footer-link"><img src="yt.svg" alt="youtube icon" class="footer-img"></a></li><li class="footer-item"><a href="https://vk.com/elma_bpm" target="_blank" class="footer-link"><img src="vk.svg" alt="vk icon" class="footer-img"></a></li><li class="footer-item"><a href="https://t.me/elmaday" target="_blank" class="footer-link"><img src="tg.svg" alt="telegram icon" class="footer-img"></a></li><li class="footer-item"><a href="https://dzen.ru/elma" target="_blank" class="footer-link"><img src="dzen.svg" alt="dzen icon" class="footer-img"></a></li>
|
||||
|
||||
|
||||
<li class="footer-item">
|
||||
<a href="https://navigator.sk.ru/orn/1122971" target="_blank">
|
||||
<img src="sk-resident.svg" alt="sk icon" class="footer-img" width="117" height="34">
|
||||
</a>
|
||||
</li>
|
||||
|
||||
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<a href="#" class="arrow-top"></a>
|
||||
</div>
|
||||
|
||||
</footer>
|
||||
<!-- <script type="text/javascript" src="jquery1.min.js"></script>-->
|
||||
<iframe name="hmnavigation" style="display:none!important"></iframe>
|
||||
<script src="./jquery-ui.js"></script>
|
||||
<!--<script src="./jquery-ui.js"></script> -->
|
||||
<script src="./jquery-ui.min.js"></script>
|
||||
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
|
||||
<script src="./jquery.tocify.min.js"></script>
|
||||
<script src="./TypoReporter.min.js"></script>
|
||||
|
||||
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Reference in New Issue
Block a user