Documentation

bpm'online studio
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System designer

Bpm’online studio has all necessary tools for creating and configuring the application. All configuration tools are available in the system designer.

Create and edit sections, set up section and page properties using the section wizard.

To add new details or edit existing ones in the sections, use the detail wizard.

Set up appearance by uploading your corporate logos, change the color of the section panel, set up workplaces for different types of users.

Use data import to quickly populate the database with initial information.

Generate company organization structure, add users, set up functional roles and access permissions.

Set up analytical reports and dashboards in the [Dashboards] views and the [Dashboards] section.

Use the mobile application wizard to set up the mobile app of your custom configuration.

Advanced settings area of the system designer provides access to development tools.

System designer overview

System designer comprises the bpm’online configuration tools. To open the system designer, click the btn_system_designer.png button in the top right corner of the application or click the [System designer] link on the bpm’online home page.

Processes

Process management tools

Process library

Opens the [Process library] section where you can edit your existing process diagrams and create new ones. The section contains a process log.

Process log

Opens the [Process log] section for managing running processes and viewing statistics on completed processes.

Note

Detailed descriptions of business process management can be found in the bpm’online business process documentation.

Users and administration

Tools for registering users, distributing access rights and auditing the system operations.

System users

Opens the [Users] section where you can set up the roles structure for your company, register users and sort the users by role. Read more >>> 

Organizational structure

Functional roles

Object permissions

Opens the [Object permissions] section where you can set up user rights and roles for operations with system object. For example, rights for changing and deleting records in the "Account" or "Contact" object. Read more >>> 

Operations permissions

Opens the [Operations permissions] to set up user rights and roles for different system operations. For example, you can set up your workplaces or Excel import parameters. Read more >>> 

Audit log

Opens the [Audit log] page containing information about the events that occur in the system, for example, user authorization, modifying the user role structure, modifying access rights to objects. Read more >>> 

Import and integration

Records import and data synchronization features.

Data import

Opens the import setup window that you can use to import records from an Excel file to your system. Read more >>> 

LDAP integration setup

Opens the LDAP integration page that you can use to automatically register users in bpm’online as they register in a domain and to enable domain authorization. Read more >>> 

Applications

Extension management.

Installed applications

Opens the [Installed applications] section that enables you to manage installed marketplace applications. Read more >>> 

System setup

User tools for bpm’online configuration setup

Lookups

Opens the [Lookups] page that enables you to set up values for different lookups used in the system. For example, "Job titles", "Industries", "Activity categories" and so on. Read more >>> 

Duplicates search rules

Opens the list of rules for finding and deleting duplicate records. Read more >>> 

Languages

Opens the list of languages available in the system. Read more >>> 

Translations

Opens the [Translations] section where users can localize the interface and other system elements. Read more >>> 

System settings

Opens the [System settings] section where additional setup of system sections is performed. System settings include the base currency, email settings, etc. Read more >>> 

Section wizard

Opens the section wizard that allows you to create and set up your own sections in bpm’online. Read more >>> 

Detail wizard

Opens the detail wizard that allows you to create and set up new details to be included in the bpm’online sections. Read more >>> 

Mobile application wizard

Opens the wizard that allows you to configure your bpm’online mobile application. Read more >>> 

Set up view

Additional tools for setting up bpm’online interface.

Workplace setup

Opens the page where you can set up the structure of workplaces to be available on the side panel. Read more >>> 

Logo customization

Opens the page that allows you to change the logos displayed in the application. Read more >>> 

Color customization

Opens a separate page that allows you to change the color of the side panel. Read more >>> 

Admin area

Developer tools for setting up bpm’online configuration.

Advanced settings

Opens a separate workplace containing a set of developer tools to configure bpm’online.

Note

Detailed descriptions of the developer configurations can be found in the bpm’online platform development documentation (SDK).

Contents

Section wizard

Detail wizard

Setting up the business rules

Content designer

Analytics setup

The MS Word printables setup

Workplaces setup

Logo customization

Color customization

The [Installed applications] section

Users and roles management

The [Objects permissions] section

The [Operations permissions] section

The [Lookups] section

The [System settings] section

The [Change log] section

The [Audit log] section

Video tutorials

System designer

 

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