Process mining combines data mining and process management, using event logs from IT systems to analyze and improve real-world processes. This blend of data science and process management enables organizations to become more agile and efficient.

Join us to explore process mining—what it is, how it differs from process discovery, how it works, and the techniques and stages involved. Discover the transformative potential of this game-changing technology.

What is Process Mining

As mentioned in the introduction, process mining is a transformative technique used to analyze business processes by extracting insights from event logs stored in information systems. Unlike traditional process modeling methods, which rely on subjective input, process mining tools utilize real data to provide an objective view of how processes are executed within an organization.

By examining event logs, process mining uncovers hidden patterns, bottlenecks, and variations, offering organizations a clear understanding of their workflows, deviations, and inefficiencies. This data-driven approach enables stakeholders to identify areas for improvement and optimization, ultimately enhancing operational efficiency and driving organizational success.

Process Mining vs. Process Discovery

While both process mining and process discovery focus on understanding and improving business processes, they are distinct in their approaches, methodologies, and outcomes. In comparison to process mining which is a data-driven approach that uses event logs from IT systems like ERP, CRM, and workflow automation software to analyze and improve actual business processes, process discovery is a technique to uncover and define business processes from scratch, often using interviews, workshops, and observations.

Purpose: Process mining focuses on analyzing existing event logs to improve process efficiency and compliance, while process discovery is the initial step in process mining, aiming to construct process models from observed events.

Analysis vs. Construction: Process mining analyzes historical data to understand how processes are executed, while process discovery constructs process models based on observed events, providing a foundation for further analysis.

Insight Generation: Process mining generates insights from existing data, uncovering actual process flows and deviations. In contrast, process discovery focuses on constructing an initial process model to understand process structure and behavior.

Iterative Process: Process mining is often an iterative process, where insights from initial analysis inform further data collection and refinement. Process discovery serves as a starting point for this iterative cycle, providing a baseline model for subsequent optimization efforts.

Phases in the Data/Process Mining Process

1. Discovery: This initial phase involves not only identifying data sources but also understanding the context and objectives of process mining within the organization. Stakeholders define the scope of the analysis, identifying key processes and desired outcomes.
2. Data Preparation: Once data sources are identified, the next step is to prepare the data for analysis. This involves data cleaning, transformation, and integration from various sources to create a unified dataset suitable for process mining.
3. Process Modeling: In this phase, process mining algorithms are applied to the prepared dataset to construct process models. These models represent the sequence of activities, dependencies, and decision points within the process, providing a visual representation of how the process flows.
4. Analysis and Interpretation: Once process models are constructed, they are analyzed to uncover insights and patterns. Stakeholders interpret the results to identify bottlenecks, inefficiencies, and opportunities for improvement. This phase may involve statistical analysis, visualization, and collaboration among different stakeholders.
5. Validation and Verification: Before implementing any changes based on process mining insights, it’s crucial to validate the findings and verify their accuracy. This may involve comparing the constructed process models with domain knowledge or historical records to ensure they accurately reflect the reality of the process.
6. Implementation and Monitoring: Finally, the insights gained from process mining are implemented in the organization’s processes. This may involve redesigning workflows, reallocating resources, or introducing new technologies. Continuous monitoring is essential to track the impact of these changes and make further adjustments as needed.
7. Continuous Improvement: Process mining is not a one-time activity but rather a continuous journey of improvement. Organizations should regularly revisit their process models, collect new data, and refine their analysis to adapt to changing business needs and drive ongoing optimization.

Process Mining Techniques

• Process Discovery: This technique involves extracting process models from event logs to visualize how processes are executed. Various algorithms such as alpha, heuristic, and genetic algorithms are employed to construct these models, offering insights into process flow and behavior.
• Conformance Checking: Conformance-checking techniques compare observed behavior with predefined process models to identify discrepancies and deviations. By assessing the alignment between actual executions and expected behavior, organizations can pinpoint areas of non-compliance or inefficiency.
• Enhancement Mining: Enhancement mining focuses on optimizing existing process models to improve efficiency and performance. This technique involves analyzing process models to identify bottlenecks, redundancies, and opportunities for streamlining. By implementing changes based on these insights, organizations can enhance process efficiency and achieve better outcomes.
• Predictive Process Analytics: Predictive process analytics utilizes historical event data to forecast future process behavior. By analyzing past patterns and trends, organizations can predict potential issues, anticipate future resource needs, and make proactive decisions to optimize processes and enhance performance.
• Social Network Analysis: Social network analysis examines the relationships and interactions between individuals or entities involved in a process. By visualizing communication patterns and collaboration networks, organizations can identify key influencers, communication bottlenecks, and opportunities for improving collaboration and knowledge sharing.
• Performance Mining: Performance mining techniques focus on analyzing process performance metrics to identify areas for improvement. By monitoring key performance indicators (KPIs) such as cycle time, throughput, and resource utilization, organizations can pinpoint inefficiencies and optimize processes to achieve better performance outcomes.
• Text Mining: Text mining techniques analyze unstructured textual data within event logs to extract valuable insights. By mining text data from sources such as emails, chat logs, or support tickets, organizations can uncover hidden patterns, sentiment analysis, and emerging issues that impact process performance.

Conclusion

Process mining tools help businesses improve by analyzing event logs to uncover how processes truly work. It reveals patterns, identifies bottlenecks, and highlights areas for improvement. As we conclude, think of process mining not just as a tool but as a guide, leading us to a future where efficiency, agility, and innovation drive success.

Author Bio:
Vijayashree Shinde is the Digital Marketing Executive. She has worked in a wide range of industries, including the software testing industry. Currently, she is a Digital Marketer at Testrig Technologies. In addition to as marketing expertise, Vijayashree enjoys writing articles on quality assurance for a larger audience.

The post The Power of Process Mining Tools: Unlock Efficiency and Drive Innovation in Business Operations appeared first on Comidor Low-code Automation Platform.

Comidor App Designer offers a range of applications to cater to different needs. You can select the one that best suits your requirements from the following options:

1. Table applications: 
   • Sequential apps (with workflows)
   • Process-based workflow apps
   • Simple non-process-based apps (Data-driven)
2. Report applications
3. Kanban applications
4. Portal applications

Let’s explore a step-by-step guide on how to create and run a portal application.

Portal Application

A portal app serves as a gateway or entry point for employees, customers, partners, and other stakeholders, to access a wide range of services, information, processes, and functionalities allowing them to interact seamlessly with your company. A portal can take various forms, such as an employee self-service portal, a customer self-service portal, or a vendor self-service portal. These apps often provide personalized experiences by allowing users to customize their preferences, settings, and the design of the portal.

Comidor platform is revolutionizing the way businesses create portal applications with its user-friendly and visually appealing user interface. Users have the ability to create both public portal sites, which can be accessed by non-Comidor users, and internal portal apps that are accessible within the Comidor environment.

When designing a portal app, you have a wide range of components to choose from. These include text, labels, images, links, buttons, tables, grids, and more. Easily drag and drop these elements onto the canvas, arrange them according to your preferences, define the desired style, and effortlessly associate components with specific properties and data actions. You can even preview your design live as you build your portal.

Access App Designer

To access App Designer, navigate to the main menu on the left side of your screen and select the following options: App Factory > Application Builder > App Designer

In the newly opened unit, click on the “Create an App” button.

Create App

• To open the creation form, simply click on the “Create an App” icon.

• In the Application Type, select “Portal App”.

• Provide the Application Name.
• You can either choose from the existing options in the list or add a new Menu Header option. Depending on your selection, your app will be displayed in the corresponding menu header with a new icon. If you leave it empty, it will be included in the packages menu header.
• You can classify your app into a proper Category. Choose an existing category from the options provided or create a new Category. Categorization helps you easily locate your apps in the App Designer. Depending on the category you select, the app will also be displayed in the respective sub-menu.
• Collaborators are the users or groups who have access rights to this App. Choose one or more users(s), Group(s) from the list.
• Check the “Is Public?” option if you would like to make this portal accessible to non-Comidor users. By doing so, a public URL will be generated in step 6. If left unchecked, the portal app will only be accessible to Comidor users through the platform’s menu.
• There is an option to upload an Image for your App.
• Click “Save” to create your app or “Close” to cancel.

After saving your app, you will be redirected to the view form. Comidor will guide you through simple steps to design your app. Steps 1, 4, and 6 are available for this app type.

1. Dashboard

In the Dashboard step, you will get an overview of your application. Specifically, you will be able to view:

• Basic Info:
  • the Type, Category, and other parameters
  • To edit the above information, simply click on the pencil button.
  • You can lock your app by selecting the “Locked” option. By enabling this feature, only the user who locks the app will have editing permissions in all steps. Other users will only be able to view the app but will not be able to make any edits.
  • By selecting the “Has customizations” option, the application will not be exportable.
  • Add a flag to remember if this application Has application parameters.
• Collaborators: the users or groups who have access rights in this App.
• Comments: an interactive area that allows users with access to write and view comments.

4. Advanced

Maximize your use of the App Designer by taking advantage of this advanced options step. This includes incorporating Data Objects and Event Scripts into your portal app, allowing you to enhance its functionality and customization.

Data Objects

Data objects are discrete units of information that are structured and organized within a computer system or database. When we use the term “data object”, we are essentially referring to a set of data that should be considered as an independent entity. Data objects come in a variety of forms, such as data tables, lists, forms, pointers, records, files, and sets.

With data objects in Comidor App Designer, you can enhance the functionality of your event scripts in any app. It allows you to quickly and effortlessly create any type of data set you require.

• To create a new Data Object, simply click on the “+” icon.
• Create data sets, variables, lists, forms, records, or action data types and define their properties.
• Utilize those data objects in event scripts.

Event Scripts

In this tab, you ψαν write scripts for a specific Data Type to be executed before/after/during a specific event.

To create a new Event script, simply click on the “+” icon:

• Add the “Procedure Name“.
• Select the Data Type (apprec, task, process, dataset) and specify where you would like the script to be applied.
• An Event Type can be inserted, updated, deleted, etc.
• Add your code to the Procedure Body.
  •  This is designed for advanced users to document their procedures.

6. Template

In this step, you can set up your Portal template by defining all the elements, styles, CSS and Js functions you wish to include.

Layers

• On the left side of the template designer, you will find the available Layers that you have already included in your template design. Simply click on the layer you wish to edit, and the respective options will appear.

Actions in the design

• Select the preview of your portal design: Desktop, Tablet, or Mobile.
• To store all your latest changes, simply click on the Save icon.
• The refresh icon will display a preview of your portal application design, reflecting your latest changes.

• Simply click on the “View Components” option to highlight all components. This will apply a dotted border around each component.
• Get a preview of the Portal application simply click on the preview icon. Easily return to the edit mode by clicking on the respective icon.
• To view the code of your portal template design, simply click on the designated area. A pop-up will appear, allowing you to see and copy the code. When you’re done, just click on the “x” icon to close the pop-up.
• To import the code of your portal template design, simply follow these steps:
  1. Locate the pop-up window where you can type or paste the code
  2. Click on the Import button to apply the code to your portal template.
  3. If you wish to close the pop-up, click on the “x” icon.

• Toggle or Show all images in your design.
• Undo or redo your most recent changes.
• To clear your canvas, simply click on the bin icon.
• To enhance your design experience, toggle to fullscreen mode.

Blocks and Style Manager

• To add blocks to your portal app template design, simply click on the + icon located on the right side of your screen. You can then drag and drop one or more blocks onto your design. The following options are available:

  • Basic blocks: Label, Button, Div, Text, Image, Input, Textarea, Select, Check, Radio, Link, Text section.

• • Table blocks: 1 Column, 2 Columns, 3 Columns, 2 Columns 3/7, 1 Section, 1/2 Section, 1/3 Section, 3/7 Section.

• • More: Video, Map, Tabs, Custom Code, Tooltip, Form, Divider, Grid Items, List Items.

• After adding a block, you can click on the gear icon to apply settings. Each component may have different settings.

• To open the Style Manager, simply choose a block and click on the paintbrush icon.

• • Add Classes
  • Define General options
  • Dimension options
  • Decorations options
  • Extra options
  • Flex options

Custom CSS and JS

• Easily incorporate custom CSS and JS within the App Designer to unlock endless possibilities for personalization and enhanced functionality as you build your portal app.

Publish

Once you have perfected your design, simply click on the Publish button to Publish your app.

Your app is instantly published, and the HTML design is seamlessly generated. Access your portal effortlessly by using the external URL conveniently located above the designer canvas.

Share this public URL with your clients or vendors to involve them in your internal processes, or embed it on your website.

Edit Apps

If you want to edit an existing Portal Application, go to the main menu on the left side of your screen and select the icon App Factory > Application Builder > App Designer. From the list of applications, select the one you wish to edit.

• To apply any changes to the basic information of the Portal application, simply click on the pencil button.
• You can navigate through steps 1-6 by clicking on the respective step and making any desired changes. Do not forget to publish your changes.
• To export the current application, simply click on the Actions button and select Export.
• If you wish, you can delete a User App. Simply open the App you want to delete and click on the Delete option from the actions button.
  • A confirmation pop-up has appeared. Click “Confirm” to proceed with the deletion or click “Cancel“.
  • You can also check the Linked Entities that will be affected in the respective tab.
• Finally, you have the option to choose “copy” to duplicate the current application. A pop-up will appear, allowing you to define the name of the copied app.

Run App

You can view the result of your Portal Application after publishing your app by either navigating through the main menu or using the Public URL, as shown in step 6 of App Designer.

Find out more about App Designer and how to create other app types here.

The post Portal Application appeared first on Comidor Low-code Automation Platform.

To begin with, OpenAI provides a suite of powerful tools that allow users to generate text, images, videos, or audio in a fraction of the time it would take a human. ChatGPT is an Artificial Intelligence (AI) chatbot developed by OpenAI that can be used in a variety of use cases. It uses Natural Language Processing (NLP) and machine learning to generate conversations with a human-level quality. On the other hand, DALL·E, with its automated capabilities, can help content creators save time while increasing the quality of their output. It produces images based on a description provided by a user.  

OpenAI tools are both easily accessible through web interfaces, as well as via APIs that help you integrate their services with your applications and systems. However, make sure to be cautious, and familiarize yourself with the various security measures in place before attempting any integration. 

Before you use OpenAI ChatGPT and DALL·E, you need to sign up for an OpenAI account and create a valid API key. To create an API key and integrate ChatGPT and DALL·E into Comidor, please follow these steps: 

First step: Visit the OpenAI website and sign up for an account. You can use your Google or Microsoft account or just add another email address.  

Before completing your account, you should clarify how you will primarily use the OpenAI tools. 

Second step: When logged in, click on your profile icon and select “View API Keys”

Third step: Click on “create new secret key”  

Fourth step:  Finally, copy the generated key and store it in a secure place, as it is displayed on your screen only for a limited time. After closing this page, you won’t be able to view the API key again, so keep that in mind. 

Fifth step: Log in to your Comidor account and go to Application Parameters. Click on the “+” icon to create a new application parameter. 

App Factory> Integrations and Services> Application Parameters 

Sixth step: Fill in the form as it is shown below. Make sure that you add the generated API key to the “Value” field. Once ready, save the new application parameter.  

• Package Code: SYSTEM 
• Name: GPT_TOKEN 
• Value: the generated key from OpenAI 

Note: Double-check that there are no empty spaces before and after the values you have added.  

Seventh step: Open the process-enabled application or the process design where you want to utilize the OpenAI capabilities. If you haven’t created an application yet, you can easily create it with no code through the Comidor App Designer. 

Eighth step: Open the Data Model and create at least 2 memo fields by clicking on the “+” icon, one for the question and one for the response of the ChatGPT. Of course, you can create as many fields as necessary for your case.  

• For using the DALL·E open AI, you would need to create a memo field to describe the image you want the AI to draw, and a binary-type field to store the produced image.

Ninth step: Both question and response fields should be a part of one or more user forms for the end-user to provide the question and get the response. Go to User Forms and create (a) new form(s) according to your needs, by clicking on the “+” icon.  Drag and drop the fields you need inside the form. Don’t forget to add the Question field if this form is used to ask a question to the ChatGPT.  

The ChatGPT’s response should be available inside the form you have included in the response field. Keep in mind that this form can be a task form or a main form.  

Tenth step: Go to the workflow and drag and drop the OpenAI component from the Integration Components list to the workflow design.

• In the component attribute, define the type:
  • ChatGPT
  • DALL·E
• For ChatGPT, choose the input; a text/memo field where the question is stored, and the Response; a memo field where the answer of the ChatGPT is saved (the previously created fields).

• For DALL·E, choose the input; a text/memo field where the image description is added, and the Response; a binary field where the produced image by DALL·E is saved (the previously created fields).

Now, it’s time to get started using ChatGPT and DALL·E in your business life! 

Let’s see in action, how the OpenAI integration services can be utilized by a marketing team to generate compelling content to be used in the form of a newsletter.  Marketers should always review the generated content and make any adjustments to meet their specific needs and industry standards. 

1. A member of the marketing team initiates the new newsletter process from the quick add menu in Comidor.  

2. On the quick add form, the user defines the topic of the newsletter, asks a question to the ChatGPT, and describes the image to be drawn by DALL·E. 

3. In a matter of seconds, the ChatGPT produces the content that the user asked for and the DALL·E produces an image in png format.  

4. Once the response is ready, the marketing team receives a notification that a new task is assigned to the team to review ChatGPT’s response.  

5. The user can edit the response and complete the task. Finally, the responsible team member receives a notification to use the content for the newsletter preparation.

Check out this special image created by DALL·E! It’s truly incredible what AI can accomplish these days.

Final Thoughts

ChatGPT and DALL·E are great tools for any business that wants to automate its marketing operations and save time and money. It offers scalability, flexibility, and customization options.Open AI tools, with their powerful features and intuitive interface, are sure to revolutionize the way organizations manage their operations in the future.

The post How to Integrate ChatGPT and DALL·E into your Business with Comidor appeared first on Comidor Low-code Automation Platform.

Workflows can be linked with a generic process or with an app.

• To access Workflows, click on App Factory Icon > Process Automation > Process Designs. Open a record, and click on the tab Design.
• For Workflow applications, go to App Factory Icon > Application Builder> App Designer and then open a workflow-type app and go to step 2.

Code Components

Include Code Components in the Comidor Workflow Designer, and enhance your processes without using any coding. Users without development skills can add the following code components into the workflows to replace commands and queries:

• Set values
• Existence check
• SQL Creator
• String Utilities
• JSON Array to Excel
• Deserialize JSON

Set values

One of the available code components is the set values, where Comidor enables users to assign values to specific fields. For example, you can give to a date field the value of the current date (#DATE#), make a calculation, define a value (make a checkbox checked, or give an option in a key-value list type field), etc.

• Give a Title to the component.
• Set the Parent Stage which is the stage of the parent process as soon as this step is reached.
• In the Data map, define the fields of the workflow and the values you wish to assign to them.
  • Click on the + icon to map more fields
  • Click on the – icon to remove a row.

• In case you want to modify the Set values code component, you can click on the pencil icon and proceed accordingly.

• When you run the workflow, the Set values code component runs automatically when you reach this step. The fields defined in the map have the values you have set (eg the checkbox “Paid” will be checked, the “Travel date” will be today’s date and the “Total amount” will be calculated based on the formula and the values of the other 2 fields).

Existence check

With the existence check component, Comidor enables users to check if a record exists in a particular Comidor application. For example, you can check the existence of a contact or an account based on a defined condition (eg. email).

• Give a Title to the component.
• Set the Parent Stage which is the stage of the parent process as soon as this step is reached.
• Define in which Entity you want to search in if a record exists. Choose from the list of all Comidor applications.
• Write the Condition of your query (as if you would write it in a script)
• Choose a Response field to store the response of the check existence code component.
  • If you receive value 1, the system has found at least one query result
  • If you receive value 0, the system has not found any query result
  • You can use the response field in the workflow conditions to activate an alternative flow.

• In case you want to modify the code component, you can click on the pencil icon and proceed accordingly.

SQL Creator

Another code component is the SQL Creator component, which enables users to produce or execute database queries. For example, you can run an insert query in a specific table (e.g. Contacts). The SQL Creator component supports the statements: Select, Insert, Update, and Delete.

• Give a Title to the component.
• Set the Parent Stage which is the stage of the parent process as soon as this step is reached.
• Type: define the kind of operation/statement you want to perform. Choose between the Select, Insert, Update, and Delete options.
• Action: choose between:
  • Produce query – the component will form the statement, and write it on the Statement field so that the user can run it on a DB
  • Execute query – the query will be executed and the results (in case of selection) will be shown on the Results field
• Advanced Query: if checked, the advanced query text area will be displayed and the users write by themselves the query to be executed
  • Recommended for complex queries which cannot be specified otherwise
• Define in which Table, you want to search in if a record exists. Choose from the list of all Comidor applications.
• Choose fields: the field (select one field of the table) Value (select an app/process field)
  • in case of insert: the entity which will be inserted will have the value to the respective field
  • in case of update: similarly for the entity which will be updated
  • in case of select: the results of the select query for each field(1st column) will be stored in each Value(2nd column)
  • Click on the + icon to add more fields to your query.
  • Click on the – icon to remove a row.
• Write the Condition of your query (as if you would write it in a script)
• Order by: in the first row select the field which will sort the results, and in the second, specify if the sorting will be ascending or descending.
• Choose a Results field to store the response of the code component.

Examples are given below:

• You can insert a new contact with specific values in the Contacts table.
• You can update an existing contact, by providing a new email.
• You can delete all the existing contacts that have been created before a certain date.
• You can get Name, Country and Email from all the existing contacts. (select statement) In the results field, you see the JSON array of all the existing contacts in your database(the response of your query).

• You can get data such as Shipping Address, City, Vat Registration number, and other account fields from 1 existing account. (select statement) In the choose fields, you can map the account fields with process/app fields to assign values to (the response of your query). Do not forget to limit your query with a condition (e.g. where the id of the accounts table is equal to a record field where you chose 1 account “ID=”+#app.USR_SELECT_ACCOUNT#), or add ordering (eg Order by CREATE_DATETIME Descending, and it will fetch the last record added).
  

• In case you want to modify the SQL creator code component, you can click on the pencil icon and proceed accordingly.

String Utilities

Drag-n-drop the String Utilities code component into your workflow to perform common functions for a string variable (text field). Currently, the String Utilities code component supports the Index of and the Substring methods.
By using the Index of method, the user identifies the position of the first character of a string inside another. It is also a way to actually check if a character or a string exists in another.
The Substring method enables the user to get a part (substring) of a string(text) by defining the start and the end positions.

• Give a Title to the component.
• Set the Parent Stage which is the stage of the parent process as soon as this step is reached.
• Select a string field: the text or memo type field to run this code component.
• String function: choose between the options:
  • Index of
  • Substring
• Determine the Function Parameters:
  • Value to be found – for Index of: define the value of a field(runtime value) or a hardcoded value to be found in the string field selected above.
  • Start index – for Substring: add a value of the character position to start the substring
  • End index – for Substring: add a value of the character position to end the substring
• Choose the Result field to store the response of your function.

Examples:

• Search a text or memo field that includes the name of a file eg Report_January23.pdf to find the keyword “Report”.  In the String Utilities code component, choose the “Index of” function, define in the function parameter the value to be found “Report”, and choose in the result the field you wish to store the position character that the keyword was found. If the keyword is not found your number field will have the value of 0.
  • You can use this response field in your conditional paths.

• From a text field that includes the name of a file eg 1020104_January23.pdf, we want to store the unique code, which is the first 7 characters, in another field. In the String Utilities code component, choose the “Substring” function, define in the function parameters the values for start and end indexes (1 and 7 respectively), and choose in the result the field where you wish to store the unique code.

• In case you want to modify the String Utilities code component, you can click on the pencil icon and proceed accordingly.

JSON Array to Excel

One of the code components that allows you to get values from a JSON is the JSON Array to Excel. Add this code component into your workflow, get values from a JSON array and give its values to an excel type user field.

• Give a Title to the component.
• Set the Parent Stage which is the stage of the parent process as soon as this step is reached.
• Choose the memo/text field that contains the JSON array in the Input.
• Define from the list of user fields the excel type field to store the Output.
• Choose the Result text field to store the response of the code component.
  • The response will be “Error” or “Successful”.

Example: If you have received a JSON array as the response from a RESTFull web service or an SQL query, and stored it in a memo or text field, like this:

[{“ID”:”678782656625000″,”USR_STATUS”:”Reserved”},{“ID”:”678782656625800″,”USR_STATUS”:”Pending”}]

you can use this code component to show it to the end user in an excel type field, which is more user-friendly and readable than the JSON array.

Deserialize JSON

Drag-n-drop the deserialize JSON code component into your workflow, get values from a JSON object and give its values to certain fields. Comidor enables users to map the keys of a JSON object with application fields and assign its values to them.

• Give a Title to the component.
• Set the Parent Stage which is the stage of the parent process as soon as this step is reached.
• Choose the memo/text field that contains the JSON object you want to deserialize.
• Map the JSON keys with fields in which the values of the corresponding keys will be stored.
  • Click on the + icon to add more keys
  • Click on the – icon to remove keys.
• Choose the Result text field to store the response of the code component.
  • The response will be “Error” or “Successful”.

For example, if you have a response from a REST service or SQL query stored in a text/memo field in a JSON like this: [{“ID”:”678782656625000″,”USR_STATUS”:”Reserved”}]

you can use this component to get the values of each key and assign them to specific fields.

Find out more about the rest workflow components here and how to connect them with code components.

The post Code Components appeared first on Comidor Low-code Automation Platform.

The post Frequently Asked Questions appeared first on Comidor Low-code Automation Platform.

• Apply the desired filters. Date, personnel, Project, and other filters are available.
• Book your resources easily, reassign tasks to other employees or to another day with drag-n-drop functionality and get a full overview of your teams’ workload.
• Click on a specific date and choose the service, project, work package, and workload for this booking. Prepare tasks option is also available.
• Different colors indicate the priority of each work package and the approved absences of the personnel.

In order to access Team Planning, go to Packages> Project Automation> Team Planning. The Team Planning table opens.

Users that have the PM package activated from the Application Rights have access to this unit.

Filters

The Filters section should contain the following fields:

• Booked Personnel: each manager views the list of their subordinate personnel. Choose one or leave it empty to view results for all your subordinates.
  • You can check personnel’s resource manager in their personnel card.
• Approval Status: define one or more personnel booking approval statuses from the list (Pending, Approved, Cancelled, Rejected).
• Customer: limit the results to one customer by choosing from the list of accounts, or leave the customer filter empty to view results for all customers.
• Project: Choose one Project from the list to limit the results, or leave the filter empty to view results for all Projects.
• Work Package: choose a work package from the list (the list depends on the chosen project), or leave the filter empty to view results for all work packages.
• WP Status: choose a work package filter from the list (Running, Opened, Confirmed, Scheduled, Completed, Cancelled, Paused, Failed, All).
• Date From (date): define the start week of the results. Depending on the date you choose 2 weeks grid appears.

Fetch results

Click the button “Fetch” to view the updated results based on your filters or “Clear” to clear all selected filters.

• A table is displayed showing subordinate personnel’s bookings for the selected week as well as the next one.
• The first column displays the Personnel and the next columns refer to each weekday (including weekends).
• The button Previous Weeks and Next Weeks should be available on the left and right top side of the table header.
  • Navigate through different weeks, simply click on the “Previous Weeks” button on the top left side of the results table or the “Next Weeks” button on the top right side. The table refreshes and displays results with the same filters for the two previous/next weeks from the selected Date.

The legends table displayed at the bottom highlights the different colors for approved absences and priorities of each booking.

• Approved Absence/ Public Holiday: Grey (whole cell),
  • Hover over a cell of an Approved Absence/Public Holiday. A window appears displaying the information about the specific date being a Vacation (absence) or a National Holiday.
• The priority of the booked project: Light Green-Normal, Dark Green-Low, High-Orange, and Red-Top.

Create a booking

In order to create a booking in the Team planning, click on a cell in the table. The Add Booking window is populated with the following fields:

• Booked Personnel and Requested Personnel are prepopulated and not editable according to the personnel’s row in the table and refer to the Personnel you want to make to booking for.
• Work as; is mandatory and you can choose from the list of Products and Services the service for this booking.
• Prepare Tasks is a checkbox, that if checked will automatically create tasks for the booked personnel for the scheduled workload. If left unchecked no tasks will be created.
• Show unassigned projects is a checkbox, that will define the Projects shown in the field below. If left unchecked, it will populate all Projects in the field below. If checked, it will only show projects without bookings.
• Project is a mandatory list based on the “Show unassigned projects” checkbox, where the manager can choose for which project is this booking for.
• Work Package is a mandatory list based on the selected project, where the manager can select the exact work package of the chosen project that this booking is for.
• Define the Rate number,
• Billing Currency is a mandatory list that fetches values from the Currencies table. Choose a Currency for this booking.
• Define the Booking Start Date and the Workload (in hours).

Set values to the fields and click Save. The new booking is displayed on the table. Based on the priority of the project different color is shown (green, orange, red).

• In case the workload exceeds the availability of the booked personnel, the booking will be split into 2 or more days.
• In case the work package that is chosen for the new booking is scheduled to end prior to the booking date, a respective message is displayed to the manager and prevents him/her from adding the booking.

View a booking

Users can hover their mouse over a booking to view more information. In particular, after having fetched the results hover over a cell with a booking. A window appears with the following information: Project. WP, PM, Booking, Approval Status, Booked Workload, Total Workload, and Capacity.

Edit a booking

Click on an existing booking to make any changes you wish. The Edit Booking window is populated, having the fields:

• Booked Personnel, Requested Personnel, Work as, Prepare tasks, Rate, Billing Currency, Booking Date, and Workload.
• The fields above are prepopulated with the values as were set on the booking creation and all in edit mode apart from the “Requested Personnel” which is uneditable.
• Edit the values you want and click save.

• Drag-n-drop an existing booking from one day to another to change the Booking date.
• Drag-n-drop an existing booking from one Personnel to another to change the Booked Personnel.

Find out more about Project scheduling and Personnel Booking here.

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Comidor platform offers the ability to design your own apps through App Designer, without using any coding. Comidor guides you with simple steps, in order to publish your idea.

There are various types of applications provided in Comidor App Designer. You can choose the one that fits better your needs from the following options:

1. Table applications: 
   • Sequential apps (with workflows)
   • Process-based workflow apps
   • Simple Non-process based apps (Data-driven)
2. Report applications
3. Kanban applications
4. Portal applications

Let’s see step-by-step how to create and run a Kanban app.

Kanban Application

Kanban applications help teams create Kanban boards and visualize simple records. This application type is suitable for simple cases that do not require a workflow design and a huge amount of data to be processed. On Kanban applications, work items are represented visually on boards, which are predefined by the user. You can add new items to each board, and edit or delete them.

Furthermore, you have the possibility to easily drag-n-drop items from one board to another in order to change their category. Organize and manage everything in one place, and empower your productivity with Kanban apps.

Comidor platform offers you the ability to build your own Kanban applications through App Designer, without using any coding.

Access App Designer

In order to access App Designer go to the main menu on the left side of your screen and select the icon App Factory > Application Builder > App Designer

In the new unit that opens, click on the button Create an App.

Create App

• Click on the “Create an App” icon to open the creation form.

• In the Application Type select Kanban App.

• Give the Application Name.
• Choose from the list or add a new Menu Header option. Based on your selection your app will be displayed in the respective menu header with a new icon. If you leave it empty it will be included in the packages menu header.
• You can also classify your app in a proper Category. Choose one Category from the existing options, or make a new Category. Categorization helps you find easier your apps in the App Designer. Based on the category you choose, the app is also displayed on the respective sub-menu.
• Collaborators are the users or groups that have access rights to this App. Choose one or more users(s), Group(s) from the list.
• There is an option to upload an Image for your App.
• Click Save to create your App, or Close to cancel.

Once you save your app, you are redirected to the view form. Comidor guides you through simple steps to design your App. In Kanban apps, only steps 1, 3, and 5 are available.

1. Dashboard

In the step Dashboard, you get an overview of your application. In particular, you are able to view:

• • Quick Stats:
    • Number of Boards and Records that are created in this app
    • Graphs that show the application activity timeline and the Records per Board pie chart.
  • Basic Info:
    • the Type, Category, and other parameters
    • You can click on the pencil button to edit the above info
    • You can lock your app by checking on the Locked option. With this option, only the user that locks the app will be able to edit the app (in all steps). All the rest users will just be able to view the app, but can not edit it.
    • By checking the Has customizations option, the application will not be exportable.
    • Put a flag to remember if this application Has application parameters.
  • Collaborators: the users or groups that have access rights in this App.
  • Comments: an area where users that have access can write and view comments.

2. Forms/Fields

In this step, you can design your application, by creating user fields in the Data Model tab and defining their position in the form in the Table View tab.

Data Model

You should create at least the following field types:

1. a text field for the title of each app record
2. a DB list according to which the records are grouped by in the Kanban boards
3. a drop-down list for the border field
4. a list free that fetches a list of users
5. a date field
   • and more (text, number, value list).

• When you open the Data model tab, you will see a sub-table with the following columns icon, label, size, column name, created by, created on, last updated by, last updated on, the pin and multi checkboxes.
• You can see the existing and/or add all fields that you want to be used in the App here.  You can click on the “+” to create your own custom fields.
• Click on the refresh icon, and the table should be updated.
• Type a keyword in the search area, click enter and the table should be refreshed displaying results that match the keyword.

• Click on an existing field, to view its basic info: By default, you will see Entity, Label, Auto-generate name, Column name, Type, Default Value, Store Type, Tooltip and Security Level. Connected Forms tab: you view the list of forms this field is used.

Table View

• Determine which fields you wish your App to have in the main form and in which position. By default, you should see all the table fields you have created in the Data model and will be added ad columns in your application table. Each field has pencil and x buttons.
• You can add more Columns, with drag-n-drop from the list of the available fields.
• Drag and drop the field columns, in order to re-arrange their position in the Table View.
• Click on the edit button to make any changes you need to each column.
  • Add a label name. If left empty, the column gets the field name.
  • Prefix or Suffix to be displayed before or after the value of each entry
  • Select the preferred alignment
  • Define the preferred width in percentage to be displayed as default.
  • Other options like set as Not sortable and Hidden are available, too.
  • Click save, or cancel.

• Click on the x button to remove this field from the Application table.
• Switch to mobile view, to get a preview of your Application table in a browser of a mobile device. Choose a preferred device (mobile, tablet)

5. Configuration

In this step, make configuration of the Kanban Application. Configure the user fields for the following parameters:

• Title Field: choose the text field you created in the data model which you want to be the title of each Kanban record.
• Group by Field: choose the DB list field you created in the data model which you want to be the category of each Kanban record. All records are grouped by this field into Kanban boards.
• User Field: include users in Kanban records. Choose a list-free field to fetch all or specific users.
• Date Field: also include a date parameter in each Kanban record. Correlate a date field here.
• Border Field: select a drop-down list field that you want to include in your Kanban app. You can also map different colours for each option of the border field from the border colours map.
  • E.g. if a Kanban record has the option Basic info in the field level, it will be highlighted in red colour, since we have specified the warning option in basic knowledge.
  • Colour options: warning(orange), info(light blue), success(green), danger(red), primary(light blue), secondary(grey), light(light grey), dark(dark grey) (see the color options here).

When you finish the configuration step, click on the “Next: Publish” button on the top right; to move on to the next step.

Publish

Finally, click on the Publish button in order to Publish your app.

Your Kanban app is ready to use!

Edit App

If you want to edit an existing User App, go to the main menu on the left side of your screen and select the icon App Factory > Application Builder > App Designer. From the list of applications, select the one you wish to edit.

• Click on the pencil button to apply any changes to the Basic info of the Kanban application.
• You can navigate through steps 1-6 by clicking on the respective step and applying any change you wish. Do not forget to publish your changes.
• Click on the Actions button and choose Export if you want to export the current application.
• You can delete a User App if you wish.  Open the App you want to delete, and from the actions button, click on the Delete option.
  • A confirmation pop-up appears. Click Confirm to proceed with the deletion or cancel.
  • You can also check the Linked Entities that will be affected in the respective tab.
• Finally, you can choose the copy option to copy the current application. A pop-up appears where you can define the application name of the copied app.

Run Kanban application

• In order to view the Kanban app you have created and published through App Designer, go to the menu on the left side of your screen, and select the Packages Icon. A list of all the published apps is displayed here under the category you chose in Step 1 of App designer. In case no Category is chosen, the app is shown below Custom Apps.
• Select the one you wish to access and it will open in a new tab.

• Available are as many boards as the options in the Group by field. (e.g., Skill categories).

• By clicking on the “+ Add New Item” icon, you can create a new record of this app on this board.

• A new form opens displaying the fields that were defined in the table step of the App Builder. Fill in the fields and click on Save to add this entry.

• Click on a record (any box) and apply any changes in the edit record form.
• Drag-n-drop a record (box) from one board to another in order to change its category.

• Finally,  delete a record of your Kanban app. Click on the record (box) to be deleted, and in the edit form click the delete button. A confirmation pop-up appears.

Find out more about other application types and how to create them in App Designer.[/vc_column_text][/vc_column][/vc_row]

The post Kanban applications appeared first on Comidor Low-code Automation Platform.

Comidor User Interface offers maximum flexibility in terms of data management in Comidor Units and safeguards enterprise information. Comidor search function in each unit provides a powerful method of searching for data. Apply Comidor’s advanced filtering options and search for a simple record or records with specific criteria and export or print the results easily.

Comidor is designed in a comprehensive way for any user. Menus, Filters, Icons, Buttons, and Lists all are designed and arranged in a way that allows the users to focus on their tasks and priorities rather than spending their valuable time trying to navigate the system. Comidor also provides Business Intelligence tools such as Data Visualization and Reporting Tools.

In all table Comidor Units, users view the following functionalities:

1. Click on the + icon to create a new record (i.e. a new Project, Task, Process, etc.)
2. Click on the Actions icon to view a list of extra functions such as printing, exporting, reporting, notifying, etc. The actions that are offered in each Unit vary.
3. The search field provides a dedicated search to the object currently being viewed and with the Advanced search users apply multiple criteria for a complex search. The users click on the refresh icon to update the results or on the edit button to create their own advanced search and save it for later use.
4. Show or hide the views, filters, and groups by clicking the Categories icon.
5. Switch the View type from Table to Report, and get a graphical presentation of your data. Choose your preferred Graph type between Pie, Stack, or Column. Print or download your graphs in various formats (PDF, PNG, JPG, SVG vector).
6. Through Comidor predefined Filters, the users customize a search based on the Period, State, Access, or Tag that they are interested in. Click on the “O” icon to clear all filters.
7. The folders section on the left side gives table results by changing criteria that are indexed in records. The users can create their own categorization (folders) by clicking the Pencil and Paper Icon.

Table View is the default view of Comidor Units and it consists of the following elements:

1. The Records table gives the list of results that reflect to the searching, filtering, categorization, and pagination selections. Each record of the table has a checkbox that enables a range of actions. The users select the record(s) they wish and the desired action to execute. The available checkbox actions are unit-specific.
2. Pagination gives the users the option to define the number of records per page and move around pages. Pre-defined number of records is set in User Settings.
3. The Pin button allows the users to select or deselect the type of information that is shown in each table.
4. Columns are flexible (sorting, width-fixing, hide/show).

Create/Edit/View – simple Record Interface:

Click on the + icon to create a new record in the relevant Comidor Unit (i.e. a new Task).

1. Record Title
2. Record Fields: Add (or edit) the details of the record.
3. Record Summary and other tabs: In the Summary/Details tab all critical information of a Record is available to view.
4. Relations: Here you find tabs with subtables (eg Subprocesses, Subtasks, etc.) and related data to the current record. Each Comidor Unit might have different relations.
5. Ownership information: Supervisor and Administrators of the Record and the Record creation and last update information; get informed on the users and the date-time of the first and the last action that occurred in this record.
6. State Status: Set the state status of this record.
7. Edit Record: Click on the pencil button and get redirected to the edit form of the record. Change or add new information to the record. Click on Actions Button to: Refresh the record, Delete the record, Copy the record, Set up Reminders/Notifications, etc..
8. Click on the Comments icon to view existing comments in this record, and add your own comments. All users that have access to this record receive an automated notification to their notification bar.
9. Minimize/Maximize or Close this record and return to the respective table.

• In process records, under Relations users also :
  • Monitor the real-time progress of the workflow steps in Workflow Tasks if a process is linked to a workflow. Also, view all elements that have run in the workflow (tasks, emails, gateways, etc.) in the Workflow Audit tab.
  • Add manual Tasks in a process record, through the Related Tasks tab.
  • Add Files or Relate Files, in the Attachments tab.

The post Getting Started with Comidor Units (Data Management) appeared first on Comidor Low-code Automation Platform.

There are various types of applications provided in Comidor App Designer. You can choose the one that fits better your needs from the following options:

1. Table applications: 
   • Sequential apps (with workflows)
   • Process-based workflow apps
   • Simple Non-process based apps (Data-driven)
2. Report applications
3. Kanban applications

Let’s see step-by-step how to create and run a workflow app.

Workflow Application

The workflow app is a table process-based application. Choose this type when you want to monitor processes that include few or many steps, manual or automated, with multiple paths and business rules, with scheduling, state, completion, etc. With workflow apps, designers can easily map and orchestrate the business process steps with the Comidor powerful workflow engine, which is compliant with BPMN 2.0.

Access App Designer

In order to access App Designer go to the main menu on the left side of your screen and select the icon App Factory > Application Builder > App Designer

In the new unit that opens, click on the button Create an App.

Create App

• Click on the “Create an App” icon to create a new workflow app. The creation form opens.

• In the Application Type select Table Application.

• Give the Application Name and Description.
• You can either choose from the existing options in the list or add a new Menu Header option. Depending on your selection, your app will be displayed in the corresponding menu header with a new icon. If you leave it empty, it will be included in the packages menu header.
• You can also classify your app in a proper Category. Choose one Category from the existing options, or make a new Category. Categorization helps you find easier your apps in the App Designer. Based on the category you choose, the app is also displayed on the respective sub-menu.
• Collaborators are the users or groups that have access rights to this App. Choose one or more users(s) or group (s) from the list.
• Select whether this app is Basic or Supportive.
• Leave the option Process enabled checked. If so, you are able to link a Workflow to your App.
• Uncheck the option Is sequential.
  • If you leave it checked, you will create a Sequential app. You can then, switch to BPMN 2.0 in step 2. Once you switch to BPMN, you will be able to see the respective steps represented in a sequential workflow diagram, where you can add more steps and rules. Your app will no longer be sequential.
• Define if this app has a Kanban view. If enabled, table records can be displayed on Kanban boards.
• There is an option to upload an Image for your App.
• Click Save to create your App, or Close to cancel.

Once you save your app, you are redirected to the view form. Comidor guides you through simple steps to design your App.

1. Dashboard

In the step Dashboard, you get an overview of your application. In particular, you are able to view:

• Quick Stats:
  • Number of forms, Steps, and Widgets that are created in this App
  • Graphs that show the application activity timeline and the Apps Overview status.
• Basic Info:
  • the Type, Category, and other parameters
  • You can click on the pencil button to edit the above info
    • You can lock your app by checking on the Locked option. With this option, only the user who locks the app will be able to edit the app (in all steps). All the rest users will just be able to view the app, but can not edit it.
    • By checking the Has customizations option, the application will not be exportable.
    • Put a flag to remember if this application Has application parameters.
• Collaborators: the users or groups that have access rights in this App.
• Comments: an area where users who have access can write and view comments.

2. Process

In the second step, you can fully design your process in terms of the number and the looks of the process steps, your Data model, Table View, and User forms.

Data Model

• When the Data model tab is open, you see a sub-table with the following columns: icon, label, size, column name, created by, created on, last updated by, last updated on, the pin, and multi checkboxes.
• You can see the existing and/or add all fields that you want to be used in the App here.  You can click on the “+” to create your own custom fields.
• Click on the refresh icon, and the table should be updated.
• Type a keyword in the search area, click enter and the table should be refreshed displaying results that match the keyword.

• Click on an existing field, to view its basic info: By default, you will see Entity, Label, Auto-generate name, Column name, Type, Default Value, Store Type, Tooltip, and Security Level. In the Connected Forms tab, you can view the list of forms in which this field is used.

Workflow

Define one by one the steps of your workflow application, or Switch to BPMN design for more advanced applications. Each step is actually a workflow task in BPMN 2.0, with assignees, one form, and fields linked to it. Click on “Create the first step of your application”.

Find out more about Sequential apps here.

• You have the option to Switch to BPMN design, in the Process step.

• A confirmation pop-up appears.

• If you click Yes, you will be able to see the respective steps represented in a sequential workflow diagram, where you can add more steps and rules. Your app will no longer be sequential but a workflow app.

With Comidor BPMN 2.0 Designer, you can map and optimize any process that takes place in your company.

• Drag-n-drop any workflow components from the left side panel, into your pool.
• Define the attributes of each component
• Draw the sequence of your steps and define your business rules
• Make sure you connect all alternative paths with one or more End components.

Basic Components

Comidor offers the following BPMN 2.0 basic components:

• Tasks and escalations
• Subprocess
• Email
• SMS
• Notification
• Timer
• AND/OR/XOR gateways
• Annotation
• End

Integration Components

Additionally, designers can cover their integration needs with the following components:

• RESTful Web Service
• OpenAI API
• Message Queue
• Teams integration
• Google integration
• Zoho projects API
• Zoho leads API
• Freshdesk API
• Salesforce API

Data Components

Designers can use low-code data components for data input and output:

• Comidor DATA (insert/update/delete)
• Shell Command
• File Reader
• Export Data
• Convert Data
• Digital Signature
• Document Creator
• QR Generator
• Table Extractor
• Excel Processor
• Graph Creator
• Blockchain
• KPI Update
• DMN

RPA Workflow Components

Other workflow elements can be added within the workflow design to enhance automation in business processes with RPA and ML/AI. Those components are:

• RPA Caller/ Receiver
• Sentiment Analysis
• Document Analyzer
• Text Classification
• Predictive ML
• Selenium RPA
• Image Classification
• Web Scraper

Code Components

Enhance your processes without using any coding with the Workflow Code Components. Add the following code components into the workflows to replace commands and queries:

• Set values
• Existence check
• SQL Creator
• String Utilities
• JSON Array to Excel
• Deserialize JSON

My Plugins

Designers can upload their own plugins for custom code to perform any advanced functionality they wish. Drag and drop the My Plugins Component in any workflow, and then
choose which plugin to run. The response of your plugin can then be stored in an app field and used within your workflow.

Learn more about each Workflow Component in detail.

Table View

• Determine which columns you wish your App to have in the main table. By default, you should see all the table fields you have created in the steps, and will be added as columns in your application table. Each field has a pencil and x buttons.
• You can add more Columns, by clicking on the “+” icon and selecting the desired field, or drag-n-drop from the list of the available fields.
  • A pop-up appears to add a column. Choose a field from the list (both custom fields and process fields are available).
  • Add a label name. If left empty, the column gets the field name.
  • Prefix or Suffix to be displayed before or after the value of each entry
  • Select the preferred alignment
  • Define the preferred width in percentage to be displayed as default in the summary table
  • Other options like ALIAS Column, Not Sortable, and Hidden are available, too.
  • Check the “Is Kanban Field?” option in case you want to display this field on the Kanban boards.
  • Click save to add this column to your table, or cancel.

• Drag and drop the field columns, in order to re-arrange their position in the Table View.
• You can select one or more columns and delete them from Table View if you wish.
• Click on the edit button to make any changes you need to each column.
• Click on the x button to remove this field from the Application table.
• Switch to mobile view, to get a preview of your Application table in a browser of a mobile device. Choose a preferred device (mobile, tablet)

Forms

All forms included in this App are visible in the tab User Forms. Create a new one or edit the existing forms here.

•  By default, no form is chosen. The message “You haven’t selected a form. Please select one!” is shown. Select a form, OK, and plus buttons are available.
• Click on the “+” icon. A pop-up window appears to define the title of your new form. Click on Save to save your form and you are directed to the form designer.
• On the left side of your screen, under the Design tab, you will find the Elements (panel, section, code, paragraph, style, grid, group), a list of fields that you can include in your form, and a preview of the form. Easily search for the desired fields and add them to your form with a simple drag-and-drop action.
• Click on a field and a pop-up appears where you can add properties for each field. You can define various properties for the field, including mode, label, tooltip, translated value, pattern, pattern error message, required, alignment, placeholder, element CSS, Element CSS Class, label position, size, hidden, Trigger event scripts on user entry, Disable changes by scripts on this field, is Area, Has QR Input, and the Area Size.
• Under the Settings tab, you should see the following Basic fields: Record type, Title, Access, Main, Primary, Quick, Position, Form Division, Mobile form, Approve/Reject form, and Validity. In the Advanced section, you will find fields such as Script before open, Script before edit, Script before save, and Template File.
• The following buttons are also available in the form designer: Add tabs, mobile view, toggle fullscreen, publish, copy, and delete.
  • You can also make a form Main, which means it will be visible in the main record as a tab. State the position of each form that you want to display.
  • For the form, you want to start the App with, select the option “Replace existing form” in the field Primary, if you wish to initiate your app from the “+” icon of the summary table of the App.
  • In the Quick field, you can choose the form to be visible in the Quick Add menu or in the process templates list, if you wish to initiate your app from the Quick add menu.
• Don’t forget to Publish your form after finishing your design.

• Furthermore, you can edit the existing forms from the tab Forms. Select one from the list and click OK.

3. Graphs

In step 3, you can design your app Graphs or Widgets. Comidor Widgets are the ideal choice for data visualization. Get the most updated data on the visualization format you define.

• Create your own personalized dashboard in seconds.
• Combine multiple views of data to get richer insight.

You can easily create a new Graph, by clicking on the “+” icon.

Find out more about all types of Widgets and how to create them.

4. Advanced

Get the most out of the App Designer with this advanced options step by including user tabs in your records or the table of your app, event scripts, data objects, and field rules to show or hide fields, sections, or tabs in forms when specific conditions are met. This step is available only for Table applications (non-process & process enabled).

User Tabs

Use tabs to have complete control over the accessibility of your application.

• The tabs appear inside records (as a tab at the left part of the record) or at the summary table of the application.
• A tab can be a table from any Comidor entity, HTML, or widget.

• You can easily create a new Tab, by clicking on the “+” icon
• The Record type is by default the name of the App and disabled
• Select the Type of Tab you wish to create (Table, HTML, or Widget)
  • In Type Table:
    • Give a Title to the Tab
    • In the “View Tab in” choose record.
    • Select Query: the query to define which fields to be fetched as columns from which tables
    • Where Clause: type a specific condition to be met
    • Access Code defines who can access this tab
  • Select Type HTML when you want to add guidelines or other important information for a specific app:
    • Give a Title to the Tab
    • In the “View Tab in“: choose record or table.
    • Access Code defines who can access this tab
    • Unit-action – insert the HTML here

1. • Type Widget: a tab to monitor all the widgets (general or application widgets)
     • Give a Title to the Tab
     • In the “View Tab in“: choose the table option.
     • Access Code defines who can access this tab
     • After saving this tab, click on Add widget button to Select the widget you would like to be displayed
     • All added widgets are displayed on Linked widgets. You can click on the ‘-‘ to remove a widget from this tab.

Field Rules

Data Objects

Data objects are discrete units of information that are structured and organized within a computer system or database. When we use the term “data object”, we are essentially referring to a set of data that should be considered as an independent entity. Data objects come in a variety of forms, such as data tables, lists, forms, pointers, records, files, and sets.

With data objects in Comidor App Designer, you can enhance the functionality of your event scripts in any app. It allows you to quickly and effortlessly create any type of data set you require.

• To create a new Data Object, simply click on the “+” icon.
• Create data sets, variables, lists, forms, records, or action data types and define their properties.
• Utilize those data objects in event scripts.

Event Scripts

In this tab, you are able to write scripts for a certain Data Type to be executed before/after/on a specific event.

Click on the “+” icon to create a new Event script:

• Add the Procedure Name.
• Choose the Data Type (apprec, task, process, dataset) and define where you want the script to be applied.
• An Event Type can be inserted, updated, deleted, etc.
• In the Procedure Body add your code.
  •  This is for advanced users to write their procedures.

5. Configuration

In this step, you can make the configuration of the workflow application.

• Decide what you would like to include from the Basic options
  • Notes, Tags, and Links.
  • If the Kanban view is enabled, define the “Group by Field” and the “Title Field“. The “Group By Field” is used to categorize boards, while the “Title Field” will serve as the title for each board.
  • The ability to create, edit, and/or delete an entry.
  • The Activity history tab
  • Decide whether you would like to include the print/export options in the summary table of this application.
  • Allow user layout change; the ability to change the table’s categorization, and the pin button to remove columns.
  • Define a Primary Field (Record Identity: Appears in lists, etc). To define a primary field, select one of the fields you created in step 2 from the drop-down list.

• Customize your data by:
  • Defining a Numeric field as Incremental, and in every new record, it will automatically increase by one with every new record. Additionally, you have the option to specify the starting number.
  • Setting a Prefix and Suffix to the app and an Incremental No Field; select a number field from the Data Model for which you want to auto-populate a number. eg. for this app the requests will get SR.1, SR.2, etc.
  • Selecting a default categorization for the table view based on a specific field (Title, Priority, etc.) – up to level 3.
  • Choosing a specific field to display the Summary table ordered by ascending or descending order.
  • Granting rights to your app; define to whom each entry is assigned, send notifications, Admin 1,2, and Supervisor. Choose users, groups, or dynamic options such as Creator, creator’s Manager, etc.
  • Setting up to 3 numeric fields, to be displayed in the table as Totals (Sum fields 1, 2, 3).

• You can fully customize the app layout, by selecting font sizes and colors in CSS Design options.

• You can easily incorporate custom CSS and JS within the App Designer, unlocking endless possibilities for personalization and enhanced functionality as you build your app. Simply add your custom CSS and JS rules in the Configuration step of your app. Remember to publish the app to save your changes.

6. Analytics

The Analytics step provides the designers, with insights into each Workflow’s real-time usage.

Dashboard tab: Set Analytics Filters to get the results you wish.

• • Narrow your results to tasks that were assigned to a specific user or group.
  • Select the period of time you are interested in.
  • Click on Refresh and the following graphs are populated: Analytics Totals, Instances per State, Tasks per User, Delayed tasks per User, Tasks per Team, Delayed tasks per Team

• Pinpoint the total and delayed instances and tasks that were created within one workflow. Cost is calculated based on the duration of each task multiplied by the cost rate of the user that completes each task. See more in the Services unit.

Analytics Preview tab: Set Analytics Filters to get the results you wish.

• Choose between Total or Delayed Tasks to be displayed.
• Monitor the Duration and Cost of each step.
• Select the period of time you are interested in.
• Click on Refresh and the diagram is updated wholly. For each chosen filter a row is added with the data from the run time. (value & percentage).

• View workflow analytics with the “Delayed Task” Filter to measure the scheduled time and the actual time it took for a task to be completed. This feature enables users to identify bottlenecks.  Each task will have the chosen filters (Total tasks, Delayed tasks, Cost, Duration, ineffective KPIs) with counter & percentage. The tasks with delays will be highlighted in red, whereas those with no delays in green.

• View workflow analytics with the “Total Task” Filter to measure how many times every task is executed in total. This will identify your “critical path”, and your process “optimal path” and ultimately will help identify where the focus should be on, for better resource management.

Publish your App

Finally, click on the Publish button in order to Publish your app.

Your workflow app is ready to use!

Note that you can also create an Application with NLP in just 4 steps. Find out more here.

Edit Apps

If you want to edit an existing workflow app, go to the main menu on the left side of your screen and select the icon App Factory > Application Builder > App Designer. From the list of applications, select the one you wish to edit.

• You can navigate through steps 1-6 by clicking on the respective step and applying any change you wish. Do not forget to publish your changes.
• You can delete a User App if you wish.  Open the App you want to delete, and from the actions button, click on the Delete option.
  • A confirmation pop-up will appear. Click Confirm to proceed with the deletion or cancel.
  • You can also check the Linked Entities that will be affected in the respective tab.

Run an App

• While viewing an app in the App Designer, you can easily run your workflow app! Click on the Play button on the top right of your screen and the quick add form of this app is populated.
• In case there is no quick add form, a respective message appears and you are directed to step 2, in User forms to create a new quick add form.

See the Table

Users can apply the following actions in the table workflow apps:

• Access the table (based on the access rights that are specified by the designer)
• Print or export the table results
• Apply filters, categorize, and search within each table
• Access, edit, or delete each record
• View records in table, kanban, or graph views
• In the graph view, pie, bar, or stack charts can be easily created with real-time data and the desired filtering.
• To view the User Apps you created and published through App Designer, follow these steps:
  1. On the left side of your screen, locate the menu.
  2. Select either the Packages Icon or the Header Menu you chose in Step 1 of App Designer.
  3. A list of all the published apps will be displayed here, categorized based on your Category selection in Step 1 of App Designer.
  4. If no category is chosen, the app will be shown under “Packages”.

• Select the one you wish to access and it will open in a new tab.

By clicking on the “+” icon you can create a new entry of this app. (In order to see the “+” icon, you should have checked first the respective option in the Configuration step of App Designer). A new tab opens with the form that was created in the App Designer. Fill in the fields and click on Save to add this entry.

See the Record

In a workflow app, the record looks as below:

• In the process record, you will see all the default Process summary forms and any main forms you have created in the App Designer step 2.

• • Since the App is process-based and linked with a workflow it will have a State (Opened, Scheduled, Running, etc.) and also some more Tabs in the left-side menu, such as Workflow tasks, attachments, and workflow audit.
    • Keep in mind that the process state needs to be “Running” in order for the workflow to start.
    • Every time a new task is assigned to a user, the user will be notified in his calendar. The user can open the task and view the connected form (if any). Once the task is completed, the workflow moves on to the next step.
    • Click on the tab “Workflow tasks” to see the tasks that have been created so far in a table grid. In particular, you can view which task is completed, by whom, when, and its scheduled and actual duration.

• • • Get real-time data for every workflow step via the Workflow Run Diagram, which is the graphical representation of the entire workflow design that highlights the completed and pending steps in different colors along with start and end times and the paths that the flow follows.

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