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Interfacing Technologies Corporation
DBP - Designer Manual — #14
#14.2
#14.1
#14
#13
#12
#11
#10
Table of Contents
Interfacing Technologies Corporation
DBP - Designer Manual — #14
DBP - Designer Manual — #14.2
DBP - Designer Manual — #14.1
DBP - Designer Manual — #14
DBP - Designer Manual — #13
DBP - Designer Manual — #12
DBP - Designer Manual — #11
DBP - Designer Manual — #10
1.
A Comprehensive Guide to the Digital Business Platform Designer
2.
Technical Support
3.
Legal Notices
4.
Release Notes 14.0
4.1.
New Features
4.1.1.
Grids – Color Style
4.1.2.
Digital Signature (PDF)
4.1.3.
Password Change (First-Time Connection)
4.1.4.
Audit Trail
4.1.5.
Multi-Language Translation
4.1.6.
Desktop Shortcut for Chrome – Interfacing Logo
4.1.7.
Task Reassignment
4.1.8.
Drafts – Delete Option
4.1.9.
Reference Between RBA Files
4.1.10.
Disabled Fields – Transparent Option
4.2.
Feature Improvements
4.2.1.
Grids
4.2.1.1.
Rich Text Display
4.2.1.2.
Row Height
4.2.1.3.
Column State
4.2.1.4.
Inline Edit – Checkbox Column
4.2.1.5.
Inline Add & Inline Edit
4.2.2.
Multi-Select Dropdowns
4.2.3.
File Attachment
4.2.4.
Templates
4.2.5.
UI Enhancements
4.3.
Fixed Issues
5.
BPMS System Requirements
5.1.
BPMS Server Requirements
5.1.1.
2.1.1 Install IIS with Required Modules
5.2.
BPMS Designer Machine Requirements and Permissions
5.3.
End User Browser Requirements and Permissions
6.
Installing the System
6.1.
Installing Modules
6.1.1.
Database
6.1.2.
Admin Console
6.1.3.
Web Application
6.1.4.
SMS Service
6.1.5.
Tools
6.1.6.
BPMS Scheduler Service
7.
Frequently Used Functions
7.1.
Data Manipulation
7.1.1.
Filter Options
7.1.2.
Boolean Search
7.1.2.1.
Filter Editor
7.1.3.
Search Field
8.
BPMS Designer General Features
8.1.
Title Bar
8.2.
Menu Bar
8.2.1.
Home Tab
8.2.1.1.
Applications
8.2.1.2.
Current Application
8.2.1.3.
Deploy
8.2.1.4.
Options
8.2.1.4.1.
Settings
8.2.1.4.1.1.
General Tab
8.2.1.4.1.2.
System Tab
8.2.1.4.1.3.
Customization Tab
8.2.1.4.1.4.
Security Tab
8.2.1.4.1.5.
E-Mail/SMS Tab
8.2.1.4.1.6.
File Storage Tab
8.2.1.4.1.7.
Integration Tab
8.2.1.4.1.8.
Scheduler Tab
8.2.1.4.1.9.
Logs Tab
8.2.1.4.2.
Permissions
8.2.1.5.
Opened Forms
8.2.1.6.
Help
8.2.1.7.
Close Application
8.2.1.8.
Additional Options
8.2.2.
View Tab
8.2.2.1.
Theme
8.2.2.2.
Language
8.2.2.3.
System
8.3.
Application Tree
8.4.
Output
8.5.
System Information
9.
Code Items
10.
Language Resources
11.
Processes
11.1.
Process Design
11.1.1.
Process Creation
11.1.1.1.
Process Specification
11.1.2.
Process Designer
11.1.2.1.
Panel Display Options
11.1.2.1.1.
Resize Design Canvas or Panels
11.1.2.2.
Process Toolbox
11.1.2.2.1.
Pool and Lane
11.1.2.2.2.
Start Event
11.1.2.2.3.
End Event
11.1.2.2.4.
Human State
11.1.2.2.5.
System State
11.1.2.2.6.
Subprocess
11.1.2.2.7.
Parallel Gateway
11.1.2.2.8.
Complex and Exclusive Gateway
11.1.2.2.9.
Common State
11.1.2.2.10.
Event
11.1.2.2.10.1.
Insert and Adjust Events
11.1.2.3.
Menu Bar
11.1.3.
Process Alteration
11.1.4.
Process Context Menus
11.2.
Human Activities
11.2.1.
Task Types
11.2.1.1.
Translation Management
11.2.1.2.
Task Type Properties
11.2.1.2.1.
General Tab
11.2.1.2.2.
Advanced Tab
11.2.1.2.3.
Analytic Data Tab
11.2.2.
Dynamic Task Types
11.2.2.1.
Dynamic Task Type Properties
11.2.2.2.
Edit Code
11.2.2.3.
Designer
11.3.
Events
11.3.1.
Event Properties
11.3.1.1.
Auto and System Event Properties
11.3.1.1.1.
General Tab
11.3.1.1.2.
Advanced Tab
11.3.1.2.
Human Event Properties
11.3.1.2.1.
General Tab
11.3.1.2.1.1.
Application Files
11.3.1.2.2.
Advanced Tab
11.3.1.2.2.1.
Select Color
11.3.1.3.
Timed Event Properties
11.3.1.3.1.
General Tab
11.3.1.3.1.1.
Scheduler
12.
Forms
12.1.
List of Forms
12.1.1.
Form Properties
12.1.1.1.
Form Entity Properties
12.1.2.
Form Designer
12.1.2.1.
Designer Tab
12.1.2.1.1.
Controls
12.1.2.1.1.1.
General Control Properties
12.1.2.1.1.1.1.
Binding
12.1.2.1.1.1.1.1.
Edit Code
12.1.2.1.1.1.1.2.
Designer
12.1.2.1.1.1.2.
Name
12.1.2.1.1.1.3.
Control Behavior
12.1.2.1.1.1.3.1.
Control Validation
12.1.2.1.1.1.4.
Appearance
12.1.2.1.1.1.5.
Caption Appearance
12.1.2.1.1.2.
Control Context Menu
12.1.2.1.1.3.
Button
12.1.2.1.1.4.
Checkbox
12.1.2.1.1.5.
Comment
12.1.2.1.1.5.1.
Comment – Binding
12.1.2.1.1.5.1.1.
Comment – Attributes
12.1.2.1.1.5.2.
Comment – Control Governance
12.1.2.1.1.5.3.
Comment – Web Display
12.1.2.1.1.6.
Date/Time Picker
12.1.2.1.1.6.1.
Date/Time Picker – Web Display
12.1.2.1.1.7.
File Attachment
12.1.2.1.1.7.1.
File Attachment – Attribute
12.1.2.1.1.7.2.
File Attachment – Control Governance
12.1.2.1.1.7.3.
File Attachment – Web Display
12.1.2.1.1.8.
Free Draw
12.1.2.1.1.9.
Gantt Chart
12.1.2.1.1.10.
Gauge
12.1.2.1.1.11.
Grid
12.1.2.1.1.11.1.
Grid – Binding
12.1.2.1.1.11.1.1.
Grid – Attributes
12.1.2.1.1.11.1.1.1.
Data Grid – Attribute
12.1.2.1.1.11.1.1.2.
Subform Grid – Attribute
12.1.2.1.1.11.1.2.
Grid – Control Properties
12.1.2.1.1.11.1.2.1.
Grid Column
12.1.2.1.1.11.1.2.2.
Edit Type
12.1.2.1.1.11.1.2.3.
Column Behavior Grid
12.1.2.1.1.11.1.2.4.
Column: Color Styles
12.1.2.1.1.11.2.
Grid – Control Governance
12.1.2.1.1.11.3.
Grid – Web Display
12.1.2.1.1.12.
Help
12.1.2.1.1.13.
Image Viewer
12.1.2.1.1.14.
Interactive Chart
12.1.2.1.1.14.1.
Dashboard with Drilldown Functionality
12.1.2.1.1.14.2.
Chart Editor
12.1.2.1.1.14.2.1.
General Chart Properties
12.1.2.1.1.14.2.1.1.
DataSource
12.1.2.1.1.14.2.1.2.
Design
12.1.2.1.1.14.2.1.3.
Detail
12.1.2.1.1.14.2.1.4.
Help
12.1.2.1.1.14.2.1.5.
Chart Area
12.1.2.1.1.14.2.1.6.
Schedule
12.1.2.1.1.14.2.2.
Series Properties
12.1.2.1.1.14.2.2.1.
Data
12.1.2.1.1.14.2.2.2.
Design
12.1.2.1.1.14.2.2.3.
Alarm with Color
12.1.2.1.1.14.3.
Interactive Chart – Web Display
12.1.2.1.1.15.
Label
12.1.2.1.1.16.
Line
12.1.2.1.1.17.
Map
12.1.2.1.1.17.1.
6.2.2.16.1 Map Data Configuration
12.1.2.1.1.17.2.
6.2.2.16.2 Database connection
12.1.2.1.1.18.
Multi-Select Dropdown
12.1.2.1.1.18.1.
Multi-Select Dropdown – Quick Forms
12.1.2.1.1.18.2.
Multi-Select Dropdown – Binding
12.1.2.1.1.18.2.1.
Multi-Select Dropdown – Attributes
12.1.2.1.1.18.2.1.1.
Link to System Entity
12.1.2.1.1.18.2.1.2.
Link to Custom Entity
12.1.2.1.1.18.2.2.
Control Properties – Single-Select Tab
12.1.2.1.1.18.2.3.
Control Properties – Multi-Select Tab
12.1.2.1.1.18.3.
Multi-Select Dropdown – Control Governance
12.1.2.1.1.18.4.
Multi-Select Dropdown – Web Display
12.1.2.1.1.19.
Nested Form Link
12.1.2.1.1.19.1.
Nested Form Link – Binding
12.1.2.1.1.19.1.1.
Nested Form Link – Attributes
12.1.2.1.1.19.2.
Nested Form Link – Web Display
12.1.2.1.1.20.
Numeric Textbox
12.1.2.1.1.21.
Picture
12.1.2.1.1.21.1.
User Reference Attribute
12.1.2.1.1.22.
Radio-Button List
12.1.2.1.1.23.
Rich Textbox
12.1.2.1.1.23.1.
Rich Textbox – Web Display
12.1.2.1.1.24.
Search Panel
12.1.2.1.1.24.1.
Search Panel – Binding
12.1.2.1.1.24.2.
Search Panel – Build Components
12.1.2.1.1.25.
Single-Select Dropdown
12.1.2.1.1.25.1.
Single-Select Dropdown – Binding
12.1.2.1.1.25.2.
Single-Select Dropdown – Control Governance
12.1.2.1.1.25.3.
Single-Select Dropdown – Web Display
12.1.2.1.1.26.
Static Image
12.1.2.1.1.27.
Tab Control
12.1.2.1.1.27.1.
Tab Pages Editor
12.1.2.1.1.28.
Table
12.1.2.1.1.28.1.
Table – Control Properties
12.1.2.1.1.29.
Textbox (Single-Line, Multi-Line & Password)
12.1.2.1.1.29.1.
Textbox Control Properties
12.1.2.1.1.30.
Time Duration
12.1.2.1.1.30.1.
Time Duration Web Display
12.1.2.1.1.31.
Tree
12.1.2.1.1.32.
User Picture
12.1.2.1.1.32.1.
User Picture – Binding
12.1.2.1.1.33.
User Signature
12.1.2.1.2.
Quick Forms
12.1.2.1.2.1.
Quick Forms Feature
12.1.2.1.3.
Layouts
12.1.2.1.3.1.
Layout Context Menu
12.1.2.1.3.2.
Layout Properties
12.1.2.2.
Form Entity Tab
12.2.
Form Behavior
12.2.1.
Form Behavior Properties
12.2.1.1.
General Tab
12.2.1.1.1.
Word Template Editor
12.2.1.2.
Advanced Tab
12.2.1.3.
Title Tab
12.3.
Form Categories
12.3.1.
Form Category Properties
12.4.
Form Control Actions
12.5.
Form Dynamic Parameters
12.6.
Dropdown Data Sources
12.6.1.
Query Editor
12.6.1.1.
Dynamic Tab
12.6.1.1.1.
Query Executor
12.6.1.2.
Static Tab
13.
Business Logics
13.1.
Rules
13.1.1.
Rule Properties
13.1.2.
Code Designer
13.1.2.1.
Find
13.1.3.
Rule Designer
13.2.
Actions
13.2.1.
Pre-Form Actions
13.2.1.1.
Pre-Form Action Properties
13.2.2.
Post-Form Actions
13.2.2.1.
Post-Form Action Properties
13.2.3.
Event Actions
13.2.3.1.
Event Action Properties
13.3.
Guards
13.3.1.
Guard Properties
13.4.
Code Messages
13.4.1.
Code Message Editor
14.
Entities
14.1.
Entity Designer
14.1.1.
Add New Entity
14.1.1.1.
Add New Attribute
14.1.1.1.1.
Data Type Per Form Control
14.1.2.
Entity-Relationship Diagram
14.2.
Key Point Indicators (KPIs)
14.2.1.
KPI Properties
14.2.1.1.
Naming Tab
14.2.1.2.
DataSource Tab
14.2.1.3.
Execute Parameters Tab
14.2.1.4.
View and Insert Parameters Tab
14.2.1.5.
Timing Tab
14.3.
KPI BAM
15.
Notification
15.1.
Notification Templates
15.1.1.
Template Management
15.1.1.1.
Edit and Create Templates
15.1.1.2.
Notification Item Properties
15.2.
Task Data Items
15.2.1.
Data Item Properties
15.2.1.1.
Template Logic
15.3.
Info Templates
15.3.1.
Edit and define the logic of the template
16.
Integration
16.1.
10.1 Resources
16.1.1.
10.1.1 Reference
16.1.2.
10.1.2 Web Reference
16.2.
10.2 Notification
16.3.
10.4 Connections
16.3.1.
10.4.1 MySQL
16.3.2.
10.4.2 OLEDB
16.3.3.
10.4.3 ODBC
16.3.4.
10.4.4 Access
17.
Application Programming Interface (API)
17.1.
Define a Parameter (AddParameter)
17.2.
Calling a Rule (CallRule)
17.3.
Calling Schedule Service (StartJob)
17.4.
11.4 Stop Scheduling (StopJob)
17.5.
11.5 Sum of two numbers (Arithmetic.Add)
17.6.
11.6 Divide two numbers (Arithmetics.Division)
17.7.
11.7 Multiply two numbers (Arithmetics.Multiply)
17.8.
11.8 Subtract two numbers (Arithmetics.Subtract)
17.9.
11.9 Concatenate two Strings (Concat)
17.10.
11.10 Search Text (Contains)
17.11.
11.11 Add Date (AddDate)
17.12.
11.12 Insert current date (CurrentDate) of the DateTime type
17.13.
11.13 Add time to date (CurrentDate.Add)
17.14.
11.14 Add Day to Date (CurrentDate.AddDays)
17.15.
11.15 Add hours to date (CurrentDate.AddHours)
17.16.
11.16 Add milliseconds to date (CurrentDate.AddMilliseconds)
17.17.
11.17 Add Minute to Date (CurrentDate.AddMinutes)
17.18.
11.18 Add months to date (CurrentDate.AddMonths)
17.19.
11.19 Add seconds to date (CurrentDate.AddSeconds)
17.20.
11.20 Add tick to date (CurrentDate.AddTicks)
17.21.
11.21 Add year to date (CurrentDate.AddYears)
17.22.
11.22 Compare current date with date (CurrentDate.CompareTo)
17.23.
11.23 Take a Date From (CurrentDate.Date)
17.24.
11.24 Getting the day out of the date (CurrentDate.Day)
17.25.
11.25 Take a day of week (CurrentDate.DayOfWeek)
17.26.
11.26 Take a few days from the date (CurrentDate.DayOfYear)
17.27.
11.27 Getting the time out of the current date (CurrentDate.Hour)
17.28.
11.28 Insert current date (CurrentMiladiDate) in decimal format
17.29.
11.29 Insert Current Time (CurrentTime)
17.30.
11.30 Difference between two dates (DateDiffGregorian)
17.31.
11.31 Insert Day of the Week (DayOfWeek)
17.32.
11.32 Convert date decimal to datetime (GetDate)
17.33.
11.33 Day of the week (GetDayOfWeekByDate)
17.34.
11.34 The day of the week (GetDayOfWeekByNumeric)
17.35.
11.35 Sum of 2 times (TimeAdd)
17.36.
11.36 Subtraction of 2 time (TimeDiff)
17.37.
11.37 Receive Groups (GetAllGroups)
17.38.
11.38 Password Comparison (CheckPassword)
17.39.
11.39 Assignment to User (AssignStaffToUser)
17.40.
11.40 Delete User Assignment (DeleteUserAssignment)
17.41.
11.41 Update Unit (UpdateDepartment)
17.42.
11.42 Update Group (UpdateGroup)
17.43.
11.43 Update Staff (UpdateStaff)
17.44.
11.44 Update User (UpdateUser)
17.45.
11.45 Insert member in the Group (AddMemberToGroup)
17.46.
11.46 Remove member from the Group (RemoveMemberofGroup)
17.47.
11.47 Remove User from Group (RemoveMemberOfGroup)
17.48.
11.48 Create or Update User (SaveUser)
17.49.
11.49 Create or Update an Organizational Unit (saveDepartment)
17.50.
11.50 Create or Update Group (saveGroup)
17.51.
11.51 Create or Update a Staff (saveStaff)
17.52.
11.52 Update User (UpdateUserWithoutPassword)
17.53.
11.53 Get current Manager’s ID (ManagersIdOfCurrentStaff)
17.54.
11.54 Get a list of current Managers (GetManagersOfCurrentStaff)
17.55.
11.55 Get personally identifiable information (GetPrincipal)
17.56.
11.56 Get admin ID (GetManager)
17.57.
11.57 Get started User Information (MercuryService.StarterUser)
17.58.
11.58 Get current User information
17.59.
11.59 Get the header side manager information (MercuryService.ManagerOfStarterStaff)
17.60.
11.60 Get Started Information (MercuryService.StarterStaff)
17.61.
11.61 Getting Starter Side Manager Information (MercuryService.ManagerOfCurrentStaff)
17.62.
11.62 Get Current Staff Information (MercuryService.CurrentStaff)
17.63.
11.63 Get Managers for User Positions (MercuryService.GetUserManagerByUser)
17.64.
11.64 Get Users admin side (MercuryService.GetUserManagerByStaff)
17.65.
11.65 Get Group Members (MercuryService.GetUsersByGroupCode)
17.66.
11.66 Receive the Organizational Unit (MercuryService.GetDepartmentByStaff)
17.67.
11.67 Obtaining Organizational Units for a single User (MercuryService.GetDepartmentByUser)
17.68.
11.68 Get the User’s positions (MercuryService.GetUserStaffs)
17.69.
11.69 Get the position of the top Manager of one side (MercurySide.GetManagerOfBeforeCEODepartment)
17.70.
11.70 Get the post of a higher-level unit manager (MercuryService.GetManagerOfUpperDepartment)
17.71.
11.71 Get current User units (MercuryService.CurrentUserDepartment)
17.72.
11.72 Get current manager User list (MercuryService.CurrentUserManager)
17.73.
11.73 Get current User positions (MercuryService.CurrentUserStaffs)
17.74.
11.74 Get Current User (MercuryService.CurrentStaff)
17.75.
11.75 Receive admin-side admin ID (MercuryService.GetStaffMangerByStaff)
17.76.
11.76 Fetch information from the database (ExecuteQuery)
17.77.
11.77 Fetch information from the current database (ExecuteHqlQuery)
17.78.
11.78 Get Objects (GetAll)
17.79.
11.79 Get the complete object domain (GetDomainObject)
17.80.
11.80 Fetch Database Information (ExecuteSqlQuery)
17.81.
11.81 Get all database information (ExecuteSqlQueryFromDB)
17.82.
11.82 General code tracking system (GenerateTracking)
17.83.
11.83 Get Tracking Code (GetTrackingNumber)
17.84.
11.84 Send Notification to User (SendByNotification)
17.85.
11.85 Send notification to (SendByNotification)
17.86.
11.86 Send notification to recipient list (SendByNotification)
17.87.
11.87 Send notification to recipient email list (SendByNotification)
17.88.
11.88 Send notification to an email (SendByNotification)
17.89.
11.89 Create notifications and send to recipients (Send)
17.90.
11.90 Create notifications and send to receiver types (Send)
17.91.
11.91 Create notifications and send to recipients list (Send)
17.92.
11.92 Create a notification and send to recipient email list (Send)
17.93.
11.93 Create notification and send to recipient’s email (Send)
17.94.
11.94 Send Transaction Type Notice (SendCopy)
17.95.
11.95 Event call (RaiseEvent)
17.96.
11.96 Call event with specified user (RaiseEvent)
17.97.
11.97 Start the process (StartProcess)
17.98.
11.98 Start process with the user and the Starter (StartProcess)
17.99.
11.99 Start the process automatically (StartProcessOnPersistentObject)
17.100.
11.100 Get an object from an entity (GetDomainObject)
17.101.
11.101 Create an object from an entity (CreateDomainObject)
17.102.
11.102 Create an object from an entity with an identifier (CreateDomainObject)
17.103.
11.103 Delete an object from an entity (DeleteDomainObject)
17.104.
11.104 Save an object from an entity (SaveDomainObject)
17.105.
11.105 Save an object from an object (SaveObject)
17.106.
11.106 Get objects of an entity (GetAll)
17.107.
11.107 Get Parents Object (GetParentObject)
17.108.
11.108 Changing information in the database (CommitTransaction)
17.109.
11.109 Get the file from the attachment control (GetFileFromControl)
17.110.
11.110 Get the file from the attachment control (GetFile)
17.111.
11.111 Search the folder named (GetFolderDefaultForAttachment)
17.112.
11.112 Search the folder with the name and id (GetFolderByNameAndParentId)
17.113.
11.113 Create folder with name and id (CreateFolderSerialize)
17.114.
11.114 Create folder with name and id (CreateFolderSerialize)
17.115.
11.115 Get the children of a node (GetAllTreeNodeFromChildObject)
17.116.
11.116 Get the children of root (GetAllTreeNodeFromRootObject)
17.117.
11.117 Get Tree Roots (GetParentsNode)
17.118.
11.118 Get root tree with child object (GetRootObject)
17.119.
11.119 Read from excel (ReadOfExcel)
17.120.
11.120 Open File or Print (GetWordFormat)
17.121.
11.121 Call Web Service Connection (InvokeBPMSService)
17.122.
11.122 Calling the Web Service Connection with XMM (InvokeBPMSService)
17.123.
11.123 Calling the Web Service with the User and the User (InvokeBPMSService)
17.124.
11.124 Calling the Web service with the user and the XML (InvokeBPMSService)
17.125.
11.125 X-MEL split into distinct attributes (XmlToProperties)
17.126.
11.126 Convert Dictionary to XMM Format (PropertiesToXml)
17.127.
11.127 Code Environment
17.128.
11.128 Design Environment
18.
Business Logic API
18.1.
Reservation Word
18.2.
HQL
18.3.
SQL
18.4.
User
18.5.
Rule
18.6.
Process
18.7.
Domain
18.8.
Task
18.9.
TimeEvent
18.10.
Notification
18.11.
Tracking
18.12.
Data Source
18.13.
DateTime
18.14.
Math
18.15.
Text
18.16.
Point
19.
Attachments
19.1.
13.1 Microsoft IIS 6 SSL Compatibility Components
19.2.
13.2 Setting Permission For sharing BPMApp Folder.
19.3.
13.3 MSDTC Services
19.3.1.
13.3.1 Introduction
19.3.2.
13.3.2 Steps to Configure MSDTC Services
19.4.
13.4 Externalizing the web form
20.
Troubleshooting
20.1.
This configuration section cannot be used at this path
20.2.
Access to the path ‘Rayvarz\BPMS\Temp’ is denied
20.3.
Not able to access temp files by visual studio
20.4.
Error in saving web form when there is an attachment
20.5.
“Invalid Data” Error on deploy any BPM Application
20.
Troubleshooting
19.4.
13.4 Externalizing the web form
20.1.
This configuration section cannot be used at this path
19.4.
13.4 Externalizing the web form
20.1.
This configuration section cannot be used at this path
