Files
help365/platform/360019810892.html
koziavin 00717a92fb
All checks were successful
Deploy Static Site / deploy (push) Successful in 6m6s
update
2025-05-29 16:42:45 +04:00

227 lines
24 KiB
HTML
Raw Permalink Blame History

This file contains invisible Unicode characters

This file contains invisible Unicode characters that are indistinguishable to humans but may be processed differently by a computer. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="en">
<head>
<title>Create App Item</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<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 Create App Item activity allows you to create a new app item during business process execution. Depending on the activity settings, the item can be created manually or..." />
<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:image" content="" />
<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" />
<link rel="stylesheet" href="./jquery-ui.min.css" />
<link rel="stylesheet" href="default.css" />
<link rel="stylesheet" href="./search-yandex.css" />
<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>
<script type="text/javascript" src="highlight.js"></script>
<script type="text/javascript">
$(document).ready(function(){highlight();});
</script>
</head>
<body>
<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>
<!-- <div class="hero__search-form" id="search-panel">
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
<label class="search-form__label">
<span id="reset-search" class="search__icon"></span>
<input class="search-form__input" type="text">
</label>
<input class="search-form__submit" type="submit" value="Submit">
</form>
</div> -->
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
<div class="hero__search">
<a href="#" id="search-icon" class="hero__search-icon">
<img src="search-icon-white.svg" alt="search string">
</a>
<a href="#" id="side-menu-icon" class="hero__side-icon">
<img src="side_menu.svg" alt="side menu">
</a>
</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>
</div>
</div>
</header>
<main class="main container">
<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>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
<div class="sidebar__wrapper" id="side-menu">
</div>
</aside>
<article class="article" id="article">
<div class="article-inner">
<div class="content">
<header class="article__header">
<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>Business process designer &gt; Graphical elements / Create App Item</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;">Create App Item</span></h1>
</div>
</header>
<section class="article__content">
<div class="scroll-top-inner">
<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;"><img alt="CAI 1" width="111" height="90" style="margin:0;width:111px;height:90px;border:none" src="hmfile_hash_f808febc.png"/><span class="f_ImageCaption"> </span>The <span style="font-weight: bold;">Create App Item </span>activity allows you to create a new <span style="background-color: #ffffff;"><a href="360016427291.html" class="topiclink">app item</a></span> during business process execution. Depending on the activity settings, the item can be created manually or automatically.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For example, let<span style="color: #202122; background-color: #ffffff;"></span>s consider the hiring<span style="font-weight: bold;"> </span>process. Once a candidate is interviewed and selected for the job, an HR specialist hires them. At the end of the process, a new item containing information about the candidate that was logged into the system during the process is added to the <span style="font-weight: bold;">Employees</span> app.</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="Untitled.png" title="Untitled.png" width="680" height="456" style="margin:0;width:680px;height:456px;border:none" src="360020365912-untitled.png"/></p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Activity settings</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Open the <a href="360012265552.html#create_process" class="topiclink">process diagram</a>. In the toolbar to the right of the modeling canvas, click the <span style="font-weight: bold;">System Elements</span> tab. Drag the <span style="font-weight: bold;">Create App Item</span> activity to the process diagram and place it in that part of the process where a new app item needs to be created. </p>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="cai 2" width="1191" height="532" style="margin:0;width:1191px;height:532px;border:none" src="hmfile_hash_bf04f240.png"/></p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Double-click on the added activity in the process diagram to open the settings window.</p>
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">General tab</span></h2>
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">In the opened window, fill in the following fields:</p>
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="cai 3" width="824" height="529" style="margin:0;width:824px;height:529px;border:none" src="hmfile_hash_4d7ee5f2.png"/></p>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></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; color: #ff0000;"> </span>Enter the activity name that will be displayed on the process diagram.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Task name</span>. Enable the <span style="font-weight: bold;">Generate name from template</span> option to add <a href="process_context.html" class="topiclink">context variables</a> to the name that the executor will see in the task list and on the task page.</li></ul>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<ul style="list-style-type:disc"><ul style="list-style-type:circle">
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Template</span><span style="font-weight: bold; color: #ff0000;">*</span>. Click the<span style="font-weight: bold;"> {+} </span>icon in the right corner of the field and select a variable. You can also <a href="360007679591.html#conditions-and-functions" class="topiclink">add conditions and functions</a> as you would for a template item name. This will generate a more informative name.</li></ul></li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 60px;">If this option is not used, the text specified in the <span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span> field will be displayed in the task list and on the form.</p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Variable</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold; color: #ff0000;"> </span>Specify a context variable that will store a link to the created app item.</li></ul>
<p class="p_Normal" style="margin: 0 1px 0 34px;">If the variable already exists in the <a href="process_context.html" class="topiclink">business process context</a>, you can select it from the drop-down list. To change the variable name and add a tip, click the <span style="font-weight: bold;">Change Variable Settings</span> button. </p>
<p class="p_Normal" style="margin: 0 1px 0 34px;">If the variable is not yet added to the process context, click on the <span style="font-weight: bold;">Create New Variable</span> button. Please note that in the <span style="font-weight: bold;">Create App Item</span> activity, only <a href="360009707032.html" class="topiclink">App type variables</a> are used. </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;">Creation method</span>. Specify how the item will be created.</li></ul>
<ul style="list-style-type:circle"><ul style="list-style-type:circle">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><a id="360019810892" class="hmanchor"></a><span style="font-weight: bold;">Manually</span>. The executor of the <a href="360012263032.html" class="topiclink">swimlane</a>, in which the activity is located, will be given a task with the <a href="360016427291.html#create_form" class="topiclink">form of creating an item</a>. The fields will be filled with the data that users have entered during the process. The user can change this data before completing the task and saving the item. You can also cancel item creation if a <a href="360019810892.html#transitions-tab" class="topiclink">corresponding connector is configured</a> for the activity.</li></ul></li></ul>
<p class="p_Normal" style="margin: 0 1px 0 60px;">If a group is specified in the swimlane, the item creating task will be assigned to all employees in that group. As soon as someone starts the task, it disappears from the task list of the other executors.</p>
<ul style="list-style-type:circle"><ul style="list-style-type:circle">
<li class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Automatically</span>. The item will be created automatically. Item fields will be prefilled according to the settings specified on the <span style="font-weight: bold;">Field Values</span> tab.</li></ul></li></ul>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-weight: bold;">Reassignment</span>. The option is displayed if the <span style="font-weight: bold;">Manually</span> update type is selected. Enable this option for the task executor to be able to reassign the task to another user.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Notification</span>. The option is displayed if the <span style="font-weight: bold;">Manually</span> update type is selected. Select it so that the task executor can receive the notification about its assignment to the <a href="360014162972.html" class="topiclink">#Activity stream</a>. To send an additional notification about the task to the executors email, they can enable the option to <a href="360016398552.html#task-alerts" class="topiclink">send notifications about new tasks to their email</a> in the profile settings.</li></ul>
<h2 class="p_Heading2"><span class="f_Heading2" style="font-size: 24px;">Field Values tab</span></h2>
<p style="line-height: 1.20; margin: 6px 0 16px 0;">This tab appears after selecting a variable on the <span style="font-weight: bold;">General</span> tab.</p>
<p style="line-height: 1.20;"><img alt="CAI 4" width="547" height="322" style="margin:0;width:547px;height:322px;border:none" src="hmfile_hash_1555c7b7.png"/></p>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20;">On this tab you need to specify the fields that will be filled in automatically when you create an item. Click the <span style="font-weight: bold;">+</span><span style="font-weight: bold;">Add</span> button and select a field from the App fields list. Then map the field with the corresponding <a href="process_context.html" class="topiclink">context variable</a>. When the process is executed, the field will be filled with data stored in this variable.</p>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20;">The app field <a href="360009707032.html" class="topiclink">types</a> must match the types of the process context variables.</p>
<h2 class="p_Heading2"><span class="f_Heading2">&nbsp;</span></h2>
<h2 class="p_Heading2"><a id="transitions-tab" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Connectors tab</span></h2>
<p class="p_Normal"><img alt="CAI 5" width="907" height="454" style="margin:0;width:907px;height:454px;border:none" src="hmfile_hash_95cdfc56.png"/></p>
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">This tab is available if you selected the <a href="360019810892.html#360019810892" class="topiclink">Manually</a> item creation method.</p>
<p>Here you can configure the outgoing <a href="360015835331.html" class="topiclink">connectors</a> of the activity, which will be displayed to the user as buttons in the item creation task.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p>Please note that the <span style="font-weight: bold;">Create App Item </span>activity can have only two outgoing connectors: to save the item and to cancel its creation. Check the <span style="font-weight: bold;">By default</span> option for the connector by which the item will be saved.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p>Also, on this tab, you can change button names, add confirmation text, select colors, etc. To go to the settings, click the connector<span style="color: #202122; background-color: #ffffff;"></span>s name. Read more in the <a href="360015835331.html" class="topiclink">Connectors</a> article.</p>
<p>Once you have specified all the settings, click <span style="font-weight: bold;">Save</span>.</p>
<div class="bottom-nav">
<a id="prev-link" class="topic__navi_prev" href="permissions-in-swimlane.html">
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
class="bottom-nav__link">permissions-in-swimlane.html</span>
</a>
<a id="next-link" class="topic__navi_next" href="360012454020.html">
<span class="bottom-nav__link">360012454020.html</span> <span
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
</a>
</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>
</section>
</div>
<aside class="article__sidebar" style="display:none">
<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>
<nav id="toc2"></nav>
</div>
</aside>
</div>
</article>
</main>
<footer class="footer">
<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>
</div>
<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 class="footer-flex-b">
<span class="footer-copy">&copy; 2025 BRIX</span>
<ul class="footer-list">
<li class="footer-item">
<a href="#" class="arrow-top" style="display: block;"></a>
</li>
</ul>
</div>
</div>
</div>
</footer>
<iframe name="hmnavigation" style="display:none!important"></iframe>
<script src="./jquery-ui.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>
<script src="./google-search.js"></script>
<script src="./main.js"></script>
</body>
</html>