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Best Practices Bizagi Tips and Tricks

Customize case number in Bizagi

In Bizagi, we refer to process instances as cases and present them to end users. By default, we assign an internal sequence for numbering each case and display it as the “Case Number”. This ensures that each case is uniquely identified and eliminates the possibility of duplication or conflicts. However, you can customize the numbering sequence to meet your specific needs. We also recommend using prefixes when using sequences to prevent duplication in case numbering. We allow you to define customized sequences, including prefixes and suffixes, for all or some of your processes.

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Bizagi Tips and Tricks

Bizagi cloud migration

Bizagi is moving to the cloud. How does this impact your business?

Bizagi cloud migration

If your organisational processes were developed on-premise, that means your company needs to take the decision to migrate to the cloud. The reason for this is that Bizagi stopped the sales of new on-premises licenses.

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Best Practices Bizagi

Bizagi best practices

What are best practices

There are many definitions for best practices, but the one that I like the most is the following:

A best practice is a method or technique that has been generally accepted as superior to any alternatives because it produces results that are superior to those achieved by other means or because it has become a standard way of doing things […]

Wikipedia
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Bizagi Tips and Tricks

Using String Format in Bizagi

The String Format method can be really useful while coding in Bizagi. In my experience I’ve used the method in the following situations:

  • Insert values into a text
  • Format the text
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Bizagi Tips and Tricks

Automate Clean cache and Temporary folders

When working on a Bizagi project, sometimes you need to clean cache and temporary folders. The reason for this action is that the web application caches the content. So in this situation, all the changes you’ve made are not shown in the Work Portal. This can happen on changes you’ve made on forms, expression rules, or when you’ve changed environment parameters and many more.

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Bizagi Tips and Tricks

Trace method

The ability to trace information in order to test your code is highly important. After many years of working with Bizagi, I have developed an quite interesting method of tracing the data.

All files are saved in the Trace folder and each case has its unique trace file. I don’t have to mention the usefulness of this approach because it’s quite obvious. Whenever you have to check something related to a particular case, you jump to the Trace folder and search using the case number.

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Bizagi Widget

Agree checkbox widget

Custom Bizagi widget

The widget works for all the below scenarios:

  • I agree to terms and conditions…
  • I accept the terms and conditions…
  • I confirm…
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Best Practices Bizagi Tips and Tricks

Cancel case – the proper way

Have you ever wondered what is the proper way to cancel a case in Bizagi? When I first started working as a technical BPM consultant, I learned to cancel the case using the following workflow pattern:

cancel

At the beginning of the process, you add a parallel gateway. One path takes the normal flow, while the other one goes into this cancel logic: an Intermediate event followed by a Terminate event.

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Bizagi Tips and Tricks

How to get the physical path of uploaded documents

Bizagi code (my version)

The below code helps you trace the location of any uploaded document in Bizagi:

var uploadPath = CHelper.getParameterValue("uploadPath");
var IdEntity = CEntityManager.GetEntity("entity-name").Id;
var IdAttribute = CEntityManager.GetEntity("entity-name").Attributes["attribute-document-name"].Id;
var SurrogateKey = <entity-name.Id>;
var WholePart = (SurrogateKey - (SurrogateKey % 1000)) / 1000;
var bizagiFilePath = uploadPath + "\\" + IdEntity+"\\"+ WholePart +"\\"+ SurrogateKey +"\\"+ IdAttribute;
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Bizagi Widget

Organizational chart widget

Custom Bizagi widget

An organizational chart, also known as an organigram, or organizational breakdown structure, is a diagram that displays the structure of a company and the relationships and relative ranks of its parts and positions.

Organisational chart