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Click New process in the Process wizard step number 1 “Model process” and give your process a name. Add an Activity starting from Was the ticket resolved?
This way, you are enforcing security parameters so that, for instance, really large files or any file types other than the ones specified such as potentially harmful ones aren’t permitted. Tutorial only consider distributing workload according to role definitions, as we described at the beginning, where a Requester and a Help desk agent role are involved.
Click Next to move to defining attributes applicable to Severity. Over the next steps, complete the process diagram, by using some of the features you have learned. Prove what you have learned with a formal recognition.
You can choose to click the files attached by the submitter to download and view them. Here you can click Path to check the course of activities the case moved biizagi. At this point, the parameter entity is properly set up, and no further configuration is needed within Bizagi Studio for the scope of this tutorial.
Real end users are never created inside of Bizagi Studio, but in the actual runtime environment by means of the Bizagi Work portal the application that presents the processes to end users. Defining performers means configuring the algorithms and conditions employed, for each of the different Activities, so Bizagi can assign workloads to process participants.
For this user with the Requester role, admin menu options and further possibilities are disabled. Assignment of work to process participants is most often based on role definitions, though it is not necessarily bound to them i.
As a final step, define the estimated time for completion of each of the three Activities. Once you have logged in to the work portal as this user, the Inbox automatically displays pending work for the U02 user Martha Lewisand in this scenario, you have an Analyze and resolve activity pending for case number 1.
Switch to the Business key tab, and check the Enable business keys checkbox. Click the Security module, in the left panel, expand its tree of items, and browse its Authorization group:. For further information and concepts about this step, refer to Modeling data.
When the window closes, your visual representation of the Help desk data model has two entities, and displays how they are related:.
Since the condition for Review and document is the same as for Analyze and resolvethe same procedure is applicable. Click Upload when done. Enforcing case privacy means restricting visibility and access to process instances cases so only end users who are working on them or have worked on them previouslycan see their information.
Back in the process diagram view for the forms, click Review and document to define its form. Bizagi now restricts to the Alarms menu option to end users having the Analysis role when you explicitly include on authorized role, all other roles and users have access denied by default.
Upon clicking on the pending activity, you see with the UI for it that you defined in Bizagi Studio. Start drawing the process diagram by dragging a Start Event into the bizago Lane Requester:. Include SLA s for your Activities. Setting authorization means configuring access rights so you can establish well-defined boundaries around what each of the roles may and may not accomplish.
For more information on this, refer to Customizing controls behavior. When you include the group, it highlights and the cursor becomes active within the text field so that you can edit it.
In general, defining Entity data types lets you define reusable entities which you can navigate into, starting from the one currently standing on HelpDesk. Detailed description, Severity, and Ticket attachments. Double-click the Subject attribute to include it in the form.
You have already configured the Analysis role. Repeat the starting procedure you have used to define an assignment condition:.
How to’s > Bizagi tutorial
The admin will engage directly with a Help desk ticket, but will have sole access to:. Add details in the Basic Information tab, for the first user. Click the Processes module, which is the first one in the list at the left, and locate the Help desk process. This second case is created so you can verify that the assignment algorithm is working as expected, and that this new case is assigned to the other user associated with the Service agent role: For the Basic Informationwe suggest that you use:.
The assignment algorithm evaluates that the same user U02 should work on this case since they have worked on it before, so user U02 has priority over user U03 even though both users have the Service agent role that meets the assignment condition. This means repositioning some labels by selecting and moving them to the new locationand reorganizing how the Sequence Flows routes appear especially the one labeled No. Expand the Pages item and set which roles are authorized to view and use each of the options presented to end users.
You may of course, further customize and extend this process by including additional activities and business scenarios.