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 
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
•Setting up the business rules
•The [Installed applications] section
•The [Objects permissions] section
•The [Operations permissions] section
•The [System settings] section
Video tutorials
