Comidor RPA components and elements allow you to automate and manage repetitive tasks. With the RPA Caller and RPA Receiver workflow components, you are enabled to retrieve or exchange data with other systems.

RPA can be integrated into:

• Process initiation
• Report generation
• File upload in Comidor Document Management System (DMS)

With Comidor RPA you can:

• Automate repetitive tasks
• Increase employee productivity
• Speed up time-consuming processes

Prior to involving RPA Scripts and Agents in a workflow design, the following actions need to take place:

1. Install an RPA agent to the PC (any unit) that you wish to perform RPA tasks
2. Save Agent’s properties (needed for RPA Agent set up in Comidor)
3. Install the RPA software (e.g. we used Sikulix for the following examples)
4. Create your RPA Script including all actions that you want the RPA bot to replicate
5. Save your RPA Script (Script name needed for RPA Script set up in Comidor)

RPA Agents

To access RPA Agents, go to App Factory Icon > RPA & AI/ML > RPA Agents.

1. Click on the “+” icon at the top of the screen to open the Creation Form.
2. Type an Agent Name.
3. The field Code refers to the agent code that you gave in application properties.
4. Provide other information such as the Operating System, Version, and Description of this Agent.
5. Select the desired Save option (refer to the Quick Reference Guide).

Edit RPA Agents

1. Go to App Factory Icon > RPA & AI/ML > RPA Agents.
2. Select the RPA Agent to edit.
3. Click on the Edit button to open the Edit Form.
4. Edit the information you want and click on the desired Save option (refer to Quick Reference Guide)
   

   

Delete RPA Agents

1. Go to App Factory Icon > RPA & AI/ML > RPA Agents.
2. Select one or more RPA Agents.
3. Click on Delete to delete one or multiple RPA Agents at the same time. A confirmation pop-up box appears.

RPA Scripts

To access RPA Scripts, go to App Factory Icon > RPA & AI/ML > RPA Scripts.

1. Click on the “+” icon at the top of the screen to open the Creation Form.
2. Type in the Script Name exactly as you saved the script file in the PC Agent.
3. Field Integrated Software refers to the software you have installed at the PC Agent.
4. Provide other information such as Built with and Description of this Script.
5. Select the desired Save option (refer to the Quick Reference Guide).

Edit RPA Scripts

1. Go to App Factory Icon > RPA & AI/ML > RPA Scripts.
2. Select the RPA Script to edit.
3. Click on the Edit button to open the Edit Form.
4. Edit the information you want and click on the desired Save option (refer to Quick Reference Guide).

Delete RPA Scripts

1. Go to App Factory Icon > RPA & AI/ML > RPA Scripts.
2. Select one or more RPA Scripts.
3. Click on Delete to delete one or multiple RPA Scripts at the same time. A confirmation pop-up box appears.

RPA Components in a Workflow Design

Comidor Workflow designer offers a variety of RPA components and elements, in order to eliminate manual repetitive tasks and allow employees to focus on more significant ones.

In particular, Comidor RPA components and elements are the following:

• RPA Caller/Receiver
• RPA Selenium
• RPA Document Creator
• RPA Excel Processor
• RPA Web Scraper

RPA Caller/ Receiver

Add an RPA Caller in various steps of the workflow design, to send data from the workflow and perform a series of repetitive actions in the 3rd party system, or an RPA Receiver to receive data from other systems and perform actions in Comidor workflow fields.

To access Workflows go to App Factory Icon > Workflow Automation > Workflows

RPA Caller

• Drag-n-drop the RPA Caller element.
• Give a Title to the component.
• Set the Parent Stage which is the stage of the parent process once this step is reached.
• Select which Script you would like to run at this step, from the list of RPA Scripts that you have already created.
• Select which Agent you would like to run at this step, from the list of RPA Agents that you have already created.
• Define the Request Body by specifying the Key and its Value as the Runtime Value of a custom field or predefined value.

RPA Receiver

• Drag-and-drop the RPA Receiver element.
• Give a Title to the component.
• Set the Parent Stage which is the stage of the parent process once this step is reached.
• Select a user field as RPA Response to store the result of the RPA Receiver once this runs.

RPA Selenium

Use an RPA Selenium in your workflow to replicate repetitive manual steps. Use unique CSS Selectors for specifying each element.

• Drag-and-drop the RPA Selenium element in the workflow design.
• Give a Title to the component.
• In the Variables table, define all the actions that you wish the bot to execute step-by-step:
  • Go to URL: select this action to define the URL that the bot should browse.
  • Sleep: select this action to determine how many seconds should the bot wait until the next action. This depends on the loading time of each website.
  • Wait for element: select this action when not certain of how many seconds the bot should wait for an element to be displayed.
  • Click: select this action to define where the bot should click on.
  • Input-Put: select this action when you wish to add a value to a specific element. Specify the unique id of the element in “Value 1” and the value of the field in “Field (Runtime Value)”
  • Input-Get: select this action when you wish to get the value of a specific element. Specify the unique id of the element in “Value 1”.
• Select a user field as RPA Response to store the result of the RPA Selenium once this runs. If you used more than one “Input-Get” all the values will be stored in the response field, separated with commas.

Document Creator RPA Component

Create invoices, reports, or other types of documents by combining a file template format and fields of the workflow.

• Give a Title to the component.
• Give the Parent Stage which is the stage of the parent process as soon as this step is reached.

• Set a Template File for your document either in a Form, upload it in a step of the workflow in a Binary Field, or give the Template Name of a file stored in DMS.
  •  Form: Select the User Form in which you have uploaded the Template Tile. (fixed template scenario)
    • The Template file should be either .docx or .xlsx.
    • The produced file can be either .docx, .xlsx, or .pdf.
    • Apply format options in your template such as font colour, size, alignment, number format, etc. and it will be captured in the produced document.

• • Binary Field: Select the binary field in which the Template File will be uploaded during the workflow. (dynamic template scenario)
  • Template Name: Type the name of a file stored in DMS. Keep in mind that this file should be linked with the Account of the process, in order to be used as a template file.
• Define the Variables being used in the Template File by providing the Key and its Value as the run-time value of a custom field or predefined value. Excel fields and images stored in binary fields can be added too.
  • For excel fields specify the area to be replaced in the produced document. For example, r:1:2,c:0:4 will include from Rows 2-3 and columns A-D.
  • For images, correlate the binary field that is stored, and define the size in pixels in value. E.g. 200×200.
• Choose a field to be the name of the produced document from the list of text fields in File Name.
• Set the binary field in which you wish to save the Response document.
  

  

• Check the option Return PDF, if you wish the produced document to be in PDF format. Leave it unchecked, and the produced document will be in the same format as the template.
• In Status you can add a text field, to see the response of this component.

Excel Processor

Use the RPA Excel Processor component to parse a big excel file or part of it. Capture values of certain cells into user fields or a whole area and depict them in an excel type user field.

• Drag-and-drop the RPA Excel Processor component.
• Give a Title to the component.
• Set the Parent Stage which is the stage of the parent process once this step is reached.
• Select a binary field in the Excel Document – the document that you will upload in a previous stage.
• Define the action you wish the Excel Processor to perform, from the following:
  • Parse Excel – select this action to return values of cells or an entire area of the excel and store them in user fields.
  • Get No of Sheets – select this action to get the number of the sheets in the uploaded excel (useful for large excel files with multiple sheets)
  • Find in Sheet –  select this action to find a certain value in excel. Define the Search Index.
  • Find the row in Sheet – select this action to find a specific value in excel and get the entire row as a response.
    

    

• Select the option Create Excel From Uploaded when you want to define an area of the excel to be saved in an excel type field. The fields “Read uploaded from (row), Read uploaded to (row), Read uploaded from (column), Read uploaded to (column), and Produced Excel Field” will appear to guide through.
• In Assign to user fields map the user fields with the cells. E.g. if you want to display B2, type in Index r1c1.
• Select a user field as RPA Response to store the result of the RPA Excel Processor once this runs.

RPA Web Scraper

Use an RPA Web Scraper in your workflow to first find information in a selected area of a website and then store it in user fields.

• Drag-and-drop the RPA Web Scraper element in the workflow design.
• Give a Title to the component.
• Set the Parent Stage which is the stage of the parent process once this step is reached.
• Choose whether you want a hardcoded or Dynamic source
  • In the dynamic source option, define fields as host and port; those fields should get value in a previous step
  • Alternatively, type a host and port to the respective fields.
• Define the URL that you wish to be scraped. Select a text field type.
• Choose the Search selector from the variety of options (xpaths, class, id, etc) based on the website you are scraping.
• Define the Selector (based on the Search option above). Select a text field type.
  • You can have a script in a previous step and give a specific value to this field. (eg. #this.USR_SELECTOR# = “//*[@class=’v2-responsive-table__content v2-pav10′]//tbody/tr/td”)
• Select a memo user field as RPA Response to store the result of the RPA Web Scraper once this runs.

Find out more on how to create and manage workflows, including RPA components, and learn about all Comidor Workflow Elements.

The post Robotic Process Automation (RPA components) appeared first on Comidor Low-code Automation Platform.

Create Workflow Simulator

In order to access the Workflow Simulator go to the App Factory > Workflow Automation > Workflow Simulator.

1. Click on the “+” button to open the creation form
2. In the Basic Info, give a title for your process simulation
3. Select the workflow that you wish to simulate from the list with the existing workflow designs
4. Define the number of iterations for your simulation workflow to determine how many times the process should repeat. By running multiple iterations, the system can test, analyze, and refine different outcomes, helping you optimize workflows based on various conditions and scenarios for improved efficiency.
5. Click on Save to save the new Simulation.
   • Check the Quick Reference Guide for all saving options

Simulation Design

In the window that opens, select the Design tab on the left side menu. In this section, you can build your scenario cases by giving specific or random values to the custom and database fields that belong to the workflow you want to simulate. Keep in mind that if you have set required fields in the forms of your workflow, you have to include them in the Simulation design phase, too.

1. Add a new Scenario.
2. Type the Name of your scenario in the pop-up box and click save.
3. Click on the + Add field button to create a new field row
4. Select a database or custom field by typing its name
5. Depending on the field type that you have chosen, type a value in a text/number field, select an option in a drop-down field, select a date from the calendar in a date field, check a checkbox field, etc.
6. Alternatively, select the random option, and Workflow Simulator will randomly assign a value to the field
7. You can delete a field from the simulation design by clicking on the “-” icon
8. Finally, click on Publish once the simulation design is completed
9. After adding all the fields you wish and having built your scenario, you are ready to start the Simulation. Click on Run Simulation to proceed
10. Delete the selected scenario

Manage Scenarios

While having an existing Workflow Simulator record open, go to the Design tab in the left side menu to manage your existing Scenarios.

• Select a scenario from the list
• Apply any changes you wish
• Click on Publish
• You can also Delete the selected Scenario

Simulation Workflow and Processes

When the simulation process is completed, you can see all the simulation processes that were produced in the tab Processes on the left-side menu.

• You can also find all processes that were created from the workflow Simulator in the Generic Processes table.
• Click on any of the simulation processes to see the state, workflow tasks, or possible errors in the workflow design
• Monitor all actions that took place in each simulation from the Workflow audit of each process
  • If you have selected fixed values in the simulation design phase all simulation processes will have the same state and will have followed the same path in the workflow
  • If you have selected random values at least in one field in the simulation design phase, simulation processes will have a random outcome (state, workflow tasks)
• In order to run a new simulation, you have to delete the existing simulation processes first. From the actions button on the top-left of your screen, select Delete existing processes. A pop-up notification will appear informing you about the number of processes and subprocesses that were deleted. Note that these processes will be also deleted from the Generic processes table.

Simulation Analytics

Get a full view of workflow simulation processes in Simulation Analytics. Select Analytics on the left-side menu.

• Use Analytics Filters to get results for a specific Team or User. Select a Team or User from the drop-down lists and click Refresh.
  • If you don’t apply filters you will get total results
• In Analytics Totals, you can get information about:
  • how many instances occurred; this refers to the iteration you set in the summary tab and represents the number of simulation processes
  • how many tasks were triggered in total in all instances
  • an average number of tasks per instance
  • instances per state in total, in a pie chart display
  • the number of total and delayed Tasks per team and Tasks per User is depicted in horizontal bar graphs

• In the Analytics preview, you can see the workflow design that you have selected in the summary
  • Tasks that were activated at least once in the simulation are highlighted in green
  • In each task, the Total number of times that this task was created (along with the correlated percentage) is depicted. Based on the scenario that was built during the simulation, each task might have a different total number and percentage
  • Change the analytics filter select a team or a user and see only the tasks that were assigned to this particular team/user in the preview

Manage Simulation Workflows

In order to access the Workflow Simulator go to the App Factory > Workflow Automation > Workflow Simulator.

• Select the workflow simulation that you wish to edit
• Click on the pencil button
• Apply the changes you wish and click on Save
• From the actions button on the top left, you can also Delete the simulation or Print the current view. As explained before, you should delete the existing simulation processes first, to run a new simulation.

• You can also Delete one or more workflow simulations, from the Workflow simulation table. Check one or more entries from the Workflow simulation table and click on Delete.

The post Workflow Simulation appeared first on Comidor Low-code Automation Platform.

Comidor platform enables everyone to build apps within seconds with Natural Language Processing (NLP); the capability to understand language.

Get your feet wet with Low-Code App Creation in 4 steps with NLP.

In order to start an App Creation in 4 steps with NLP, click on the “+” at the top bar of your screen. A pop-up window will appear with the 4 steps to follow.

Step 1

• In the first step, you can describe your application by giving details of your App.
• Make sure you include information about the type and name of the application, the forms, and the fields you wish to include, and then click Next.
• For example, you can type: Create an application called Remote working policy. The application will contain 3 forms. Form 1 is Deliver policy document by an external consultant. It will contain one binary field with a title policy document. Form 2 is named Review document by the legal team. Form 3 has the title Share document internally.

Step 2

• The system using NLP will identify and suggest the name of the app, the number of steps, and names of fields and forms based on your description.
• You can then confirm the suggested steps and apply the following actions:
  1. Add more steps by clicking on the “+” icon
  2. Expand each step to view the name of the form and fields of this step
  3. Remove a step by clicking on the “-” icon
  4. Rename the step.
• In each form you can apply the following actions:
  1. Add more steps by clicking on the “+” icon
  2. Rename the label of the field
  3. Choose the field type (text, number, binary, etc)
  4. Remove a field by clicking on the “-” icon
     • Find out more about User forms and User fields here.

• After defining all steps, forms and fields, click on the Next button.

Step 3

• In step 3, you can create the quick add form of your application.

• Give the name of your quick add form. Note that this form will be added to the Quick add menu
• Add one or more fields and define their label and type.
• Click on the Next button to proceed.

Step 4

• Finally, define the primary field of your records
• A new record has been added to App Builder. After clicking on the Submit button you will be re-directed to App Builder.
• Click on Publish and your application is ready to be used!

• A workflow has been automatically created, with all sequential steps. You can click on the Edit Workflow button to apply any change to your workflow design.
  • Find out more about workflow designs and workflow components.

• You can edit and enhance the App you just created in the App Builder.

Edit Apps

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

• You can navigate through steps 1-10 by clicking on the respective step and apply any change you wish. Do not forget to go to step 10, to publish your changes.

You can delete one or more User Apps if you wish. Go to the menu on the left side of your screen > App Factory>Application Builder> App Builder, select one or more User Apps and click on Delete.

Run Apps

In order to view the User Apps, go to the menu on the left side of your screen, and select the Custom Apps Icon. A list of all the published apps will be displayed here. Select the one you wish to access and it will open in a new tab.

In order to run your app, go to the Quick add menu and choose the quick add form of your app. A new window will open with the form that was created in the App Builder. Fill in the fields and click on Save to add this entry.

Since the App is process enabled and linked with a workflow it will have State (Opened, Scheduled, Running, etc.) and also some more Tabs in the left-side menu, such as Workflow tasks, attachments, and workflow audit.

If you have selected the primary form of the app to be also visible in the quick add menu, you can easily initiate this App, from quick add and by clicking on the name of this form.

To learn more about App Builder capabilities click here.

The post App Creation in 4 steps with NLP appeared first on Comidor Low-code Automation Platform.

Through App builder you can design the following app types:

1. Table applications
   1. Process enabled
   2. Non-process enabled apps (Data driven)
2. Report applications
3. Kanban applications

Table Application

There are two types of table applications:

• Process enabled: Choose this type when you want to monitor process-enabled records, with scheduling, state, workflow steps, completion, etc.

• Non-process enabled: Choose this type of table application when you want to create a table of data-driven records. No workflows can be related to this type.

Users can apply the following actions in table applications:

• Access the table (access rights 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 or graph views
• In the graph view, pie, bar, or stack charts can be easily created with real-time data and the desired filtering.

Create Apps

In order to access the Comidor No-Code App Builder go to the main menu on the left side of your screen and select the icon App Factory > Application Builder > App Builder.

In the new tab that opens, click on the “+” icon to open the creation form. In the creation form you can see 10 steps:

1. Basic Info

• In the Application Type select Table Application.
• Start typing a name for the Entity you are creating in the database.
  • You can check if this is an Existing Entity and choose from existing Units or other Apps
• Give the Application Name and Description
• You can also make this App Process enabled, by clicking on the respective checkbox. By doing so, you are able to link a Workflow to your App in step 6.
• Access Rights is the field where you determine which users will be able to see the application in the User Apps menu.
• 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.
• Block from mobile option disables this application to be used on mobile.
• Click on Save to Save this App. (Check Quick Reference Guide for saving options). After saving, you will be re-directed to Applications and you can click on the new App you have just created to move to step 2.

2. Data Model

In the Data Model, you can add all fields that you want to be used in the App. You can either click on the “+” to create your own custom fields from scratch or import an Excel/CSV file.

Note that, if you have selected this app to be process enabled, you can also use all process-related fields in the forms (step 4). If you left the option “is Process enabled” unchecked, you can only use the fields displayed in the Data model.

After adding all the fields you need, click on the top right of the screen “Next: Table” button, to move on to step 3. In the pop-up window that will appear, click Yes in order to reload the database so as for the new fields to be added.

3. Table

In step 3, you can determine which columns you wish your App to have in the main table. By default, all fields that were added to the Data Model will be displayed in this table. You can add more Columns, by clicking on the “+” icon and selecting the desired field.

• You can select one or more columns and delete them from Table Columns if you wish.
• Furthermore, you can drag-and-drop the Table Columns, in order to re-arrange their position in the Table.
• Click on the edit button to make any changes you need to each column
  • Add label
  • 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 set as Not sortable and Hidden are available too

Click on the “Next: Forms” to continue with step 4.

4. Forms

In this step, you can see all the forms involved in this App. You can easily create a new form, by clicking on the “+” icon. You can follow the instructions on how to create forms in User Forms.

• If you link a workflow to this App, all forms included in this workflow will be also visible at this step.
• You can also make a form Main, which means it will be visible in the left-side menu 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.
• Design your form easily; drag-and-drop fields and group them with Sections. Don’t forget to Publish your form after finishing your design.

You can select one or more forms and delete them from Table Forms if you wish.

Click on “Next: Tabs” to move to step 5.

5. 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 Widget, by clicking on the “+” icon.

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

6. Tabs

Get the most out of the Comidor No-Code App Builder with this new 6th step. 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 Data Type choose Data 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 Data Type choose Data record or Data set
    • 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 of the Tab
     • In the Data Type choose Data record or Data set
     • 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 display
     • All added widgets will be displayed on Linked widgets. You can click on the ‘-‘ to remove a widget form this tab.

7. Workflow

You are able to link a workflow to the App at this step. The workflow will be triggered with every entry a user creates in this app. Workflow relates tasks, run diagram, and workflow audit will be visible there too, in order for the users to get real-time information about the workflow stage.

Step 7, is only available if you had checked is Process Enabled, in step 1.

• You can select an existing workflow to attach to your App. Click on the respective button and select from the list of Workflow designs the one you wish.

• Then, you will be able to see a preview of the selected workflow design.
• If you wish to perform any changes to the workflow design, just click on Edit Workflow and you will be re-directed to another tab with the design. There you can apply any change and the workflow will be automatically updated in the App as well.

For more information on how to create Workflow go to Workflows and Workflow Automation.

• At any point, you can click on the “Change Workflow” button, at the top left of the screen, to select another one from existing workflows.
• Click on the “Next: Event Scripts” button on the top right, to move to the next step.

8. Event Scripts

In this step, 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.

9. Overview

In this step, you can make the configuration of the Application.

• Decide what you would like to include from the Basic options
  • Notes, Tags, and Links
  • The ability to create, edit and/or delete an entry
  • Decide if you want to have the print/export options in the summary table of this app
• Customise your data by:
  • Setting a Prefix and Suffix to the app and an Incremental No Field; select a number field from Data Model for which you want to auto-populate a number. eg. for this app the requests will get SR.1, SR.2, etc.
  • Defining a Primary Field (Record Identity: Appears in lists, etc). From the drop-down list, choose one of the fields you created in step 2 (Data Model).
  • Selecting a default categorization for the table view based on a specific field (Title, Priority, etc.)
  • Choosing a specific field to display the Summary table ordered by ascending or descending order.
  • Defining 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 field 1, 2, 3).
• For Process-enabled apps with workflow, you can set the app to Automatically start the process, which means the state of the app will be set to running and the workflow will start as well.
• You can fully customise the app layout, by selecting font sizes and colors in CSS Design options.

When you have finished the configuration step, click on the “Next: Publish” button on the top right, to move on to step 10.

10. Publish

In the final step, click on the Publish button in order to Publish your app.

Your 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 User App, go to the menu on the left side of your screen > App Factory > Application Builder > App Builder. From the list of the Applications, select the one you wish to edit.

• You can navigate through steps 1-9 by clicking on the respective step and apply any change you wish. Do not forget to go to step 10, to publish your changes.

You can delete one or more User Apps if you wish. Go to the Quick Add menu on the left side of your screen and select the last icon App Factory, select one or more User Apps and click on Delete.

Run Apps

In order to view the User Apps, go to the menu on the left side of your screen, and select the Custom Apps Icon. A list of all the published apps will be displayed here. 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 Overview step of App builder). A new tab will open with the form that was created in the App Builder. Fill in the fields and click on Save to add this entry.

If the App is process enabled and linked with a workflow it will have State (Opened, Scheduled, Running, etc.) and also some more Tabs in the left-side menu, such as Workflow tasks, attachments, and workflow audit based on the configuration of the App in the App Builder.

If you have selected the primary form of the app to be also visible in the quick add menu, you can easily initiate this App, from quick add and by clicking on the name of this form.

Import/Export Apps

Comidor provides you the functionality to Import and Export User applications that are created in the No-Code App Builder.

1. Export

You can export an application by visiting the App Builder table and select the application you want to export.

In the actions button, by clicking on “Export Application” a .xml file is going to be downloaded.

This file will be used in importing steps to other accounts.

2. Copy

You can make a copy of an application by visiting the App Builder table and select the application you want to export.

In the actions button, click on the option Copy, and in the pop-up type the Title of the copied app.

3. Import

In order to Import an application, you have to navigate to the App Builder unit.

• Click on the burger button and select “Import Comidor Application document“

• Choose the respective .xml file for the application you want to import and click on Save.

You can correlate the involved parties, by typing their name or choose from the pre-defined options in the drop-down list. The group mapping is available for:

• Groups
• Users
• Roles

After that, you have to reload the Database, by clicking on the “Reload DB required” red button on the bottom right corner of your screen.

If the Database is reloaded, go to the App Builder and publish the imported application.

Your app is ready to use!

Report Application

Comidor platform offers the ability to build easily your own Report applications through the No-Code/Low-Code App Builder. Simply follow 3 steps, as presented below.

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

In the new tab that opens, click on the “+” icon to open the creation form. In the creation form you can see 9 steps:

1. Basic Info

• In the Application Type select Report application.
• Select the Entity you wish to create the report for.
  • You can choose among the default Comidor units (Processes, Accounts, Tasks, etc.) or a custom table application that was already created.
• Give the Application Name.
• Access Rights is the field where you determine which users will be able to see the application in the User Apps menu.
• You can lock your app by checking on the Locked option.
• By checking the Has customizations option, the application will not be exportable.
• Put a flag to remember if this application Has application parameters.
• Block from mobile option disables this application to be used on mobile.
• Click on Save to Save this App. (Check Quick Reference Guide for saving options). After saving, you will be re-directed to Applications and you can click on the new App you have just created to move to step 3.

2. Table

In this step, you can determine which columns you wish your App to have in the report table and which filters should be included. Simply add Columns, by clicking on the “+” icon and selecting the desired field. The column list will display all fields related to the Entity that was selected in Basic info.

• Check the option Is filter if you wish this field to be included in the report’s filters.
  • If you want one field to be displayed both as a column of the report and as a filter, make sure to add it twice.
• You can select one or more columns and delete them from Table Columns if you wish.
• Furthermore, you can drag-and-drop the Columns, in order to re-arrange their position in the Table.
• Click on the edit button to make any changes you wish to each column
  • Add label
  • 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 set as Not sortable and Hidden are available too.

3. Publish

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

Your report app is ready to use!

Note: if you wish your report to have the Print and Export buttons, go to Overview and check the respective options.

The post No-Code / Low-Code App Builder appeared first on Comidor Low-code Automation Platform.

The post Comidor Workflow Documentation appeared first on Comidor Low-code Automation Platform.

Through Workflow Reports, Comidor offers a variety of ways to monitor the Workflow designs and the user responsibilities within a business but also get rich insights from the runtime of the workflows. In particular, the Workflow Reports available in Comidor are the below:

• RACI Report
• User Activities Report
• Workflow Reports
• Workflow Task Report
• Workflows Escalation Report
• Workflow Analytics Report
• Workflow Audit Report

RACI Report

The RACI Report depicts the different user responsibilities and roles regarding the workflow tasks of a business process, by demonstrating which user is Responsible, Accountable, Consulted or Informed.
In order to access the RACI Report:

1. Click on App Factory Icon > Workflow Automation > Process Designs.

2. Click on the Actions button and select RACI Report.

A new tab opens.

3. Click on the Fetch button to display the RACI Report for all users and workflows. As it is shown in the picture, the first column of the table describes all processes and the rest columns represent the different users who participate in a process and their roles respectively. Different colours are used for each type of responsibility to make the RACI chart easier to read.

4. Use the filters to generate a more specific report:

• • Select a date range of the workflow design creation
  • Select a specific workflow design
  • Select the workflow status (prepared or not prepared)
  • Select among different workflow versions

5. Select Print or Export .xls buttons to print or export in CSV the RACI Report with all applied filters.

User Activities Report

The User Activities Report is based on users and shows the workflows in which a user participates, the activities, the responsibilities per workflow stage, as well as other important information regarding the workflow. In order to access the User Activities Report:

1. Click on App Factory Icon > Workflow Automation > Process Designs.

2. Click on the Actions button and select User Activities Report.

A new tab opens.

3. Define the respective filters and click on the Fetch button. The applicable filters on the User Activities Report are the following:

• • User: Define the user for whom the report will be generated. If no user is specified, the report can not be generated.
  • Workflow: Select a specific workflow from the dropdown list.
  • Type of Responsibility: Select a user to filter the report’s results for each role (Responsible, Accountable, Consultant, Informed).

4. Select Print or Export .xls buttons to print or export in CSV the User Activities Report with all applied filters.

Click here to learn how you can start designing a workflow.

Workflows Report

Designers use this report to see the total workflow designs that have been created. Useful information is also depicted, regarding the state(prepared, not prepared), Category, access and change rights as well as the period of creation.

• In order to access the Workflows Report, click on Packages Icon> Process Intelligence > Workflows Report.
• The Workflows Report opens with the following filters and Fetch, Clear and Export.xls buttons.
• Use the filters to generate a more specific report:
  • • Type a specific workflow design Title
    • Select the workflow status (prepared or not prepared)
    • Select the workflow Category (free list)
    • Select a date range of the workflow design creation
• Click on Fetch to generate your report. The following columns will appear: Title, Category, State, Group Code, Maximum Days, Minimum Priority, Access Rights, and Change Rights.

• Check this option Include controls, and fetch again. All the linked Controls of your workflows are depicted in the report as well. In particular, you can see the Title, Code, Prefix and Document name of each Control.

• Click on the Clear button to remove all defined filters.
• Click on the Export.xls button to export the Workflows Report in .xls format. In the pop-up, choose the desired delimiter.

Workflow Task Report

Managers can use this report to see the total tasks that have been created per app, user and state. Useful information is also depicted, regarding the process title, stage and state, and task scheduling, duration, and assignees.

• In order to access the Workflow Task Report, click on Packages Icon> Process Intelligence > Workflow Task Report.
• The Workflow Task Report opens with the following filters: Application, Process State, Task State, User, Assignees, Dates: From/To and the Fetch and Clear button.
• Use the filters to generate a more specific report:
  • • Application: choose from the list of custom apps
    • Process State: choose among all, confirmed, scheduled, running, completed, cancelled, paused, or failed.
    • Task State: choose among all, scheduled, running, completed, cancelled, paused
    • User: choose one user (who completed the task)
    • Assignees: choose one user(s)/group(s) (who are assigned to the task)
    • Dates: From/To: define the date range you want this report for. You can either type the dates or choose from the mini calendar.
• Click on Fetch to generate your report. The following columns will appear Process Description, Stage, Task Description, Start Date(when the task started), Due Date(scheduled end date), Actual End Date(when the task ended), Scheduled Duration, User, Assignees, Process State, and Task State.

• Click on the Clear button to remove all defined filters.
• Process Description and Task Description are clickable, so you can easily navigate to the respective process or task record respectively.

Workflows Escalation Report

With the Workflows Escalation Report, you have the opportunity to monitor all escalation notifications that were triggered in a workflow run time, for tasks with the delayed finish.

• In order to access the Workflow Analytics Report, click on Packages Icon> Process Intelligence > Workflow Escalation Report.
• The Report opens with the following filters and Fetch, Clear and Export.xls buttons.
• Use the filters to generate a more specific report:
  • • Choose a specific workflow from the list to generate the report.
    • Select a date range of the workflow run time.
• Click on Fetch to generate your report. The following columns will appear Workflow Title, Escalation Title, Escalation Date and Time, Task Title, Assigned to, and Process Description.

• Click on the Clear button to remove all defined filters.
• Click on the Export.xls button to export the Workflows Report in .xls format. In the pop-up, choose the desired delimiter.

Workflow Analytics Report

Choose a Workflow and populate the Analytics Report, to get insights on each Workflow’s real-time usage.

• In order to access the Workflow Analytics Report, click on Packages Icon> Process Intelligence > Workflow Analytics Report.
• The Report opens with only one field (Select a Workflow) and a fetch button.
• Select a Workflow: choose one record from the list of all workflows.
• Click on the Fetch Button to generate your Workflow analytics report. 2 tabs are available:
  1. 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.

2. 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. The diagram is updated and in each task, 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 has the chosen filters (Total tasks, Delayed tasks, Cost, Duration, ineffective KPIs) with counter & percentage. The tasks with delays are highlighted in red, whereas those with no delays are in green.

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

Workflow Audit Report

With the Workflows Audit Report, managers can check the average time spent on each workflow task of a specific application.

• In order to access the Workflow Analytics Report, click on Packages Icon> Process Intelligence > Workflow Analytics Report.
• The Report opens with the following filters Application, Dates: From/To and the Fetch button.
• Application: choose one record from the list of all applications.
• Dates: From/To: Select a date range of the workflow run time. You can either type the dates or choose from the mini calendar.
• Click on Fetch to generate your report. A pop-up window will appear, with send/cancel/x buttons.

• • Email recipients: choose one or more users to receive this report.
  • Depending on the users you chose, the system finds from their personnel card the email account.
  • Click on Send to send your report via email. The report is being generated and is sent to the selected recipient(s)
  • Alternatively, click on Cancel/x and you are directed back to the report.

• An email is sent with the following structure.
• The Workflow audit report is attached to the email. The excel has 3 columns: Task title, User, and Avg duration.

The post Workflow Reports appeared first on Comidor Low-code Automation Platform.

They can be used when creating a new process of any type or when you are using Quick Adds.

Create a Process Template

1. Click Packages Icon > Process Orchestration > Process Templates.
2. Then, press on the ‘+’ button to add a new Process Template.
3. Fill in the Title of the Process Template and the Basic Info.
   • Type: Select the type of Process you want to associate the Template with. This means that a Template of type “General” will be available when creating a new generic process, a Template of type “Project” will be available when creating a new project, etc.
   • Category: Search for a Process Category and select it or add a new one. See how to add Categories in Data Management.
   • Assigned to: Click on the Assigned to field in order to see Comidor Users and Groups. You can assign this Process (when created) to as many people or groups as you wish. This means that people you will select here, are those who should participate in this process. Also, choose the Role.
   • Select the Priority (Low, Normal, High, Top) of the Process Template.
   • Put the Duration in days or hours (depending on the expected process duration) – this will set the scheduled end date and time when taking into account the scheduled start date and time.
   • Initial State refers to Opened, Confirmed, Scheduled, or Running state, that users can set for the beginning of the Process.
   • Finally, each Process Template may have its core relations. So, you can Link this Process Template with an Account and a Workflow.
4. In the Additional Info, fill in:
   • Category: Extra categorization option.
   • Responsible group: The group which probably has the accountability of this Process.
   • Select Importance (Normal, High, Top).
   • Link the process template with a Parent process, a Contact, a Personnel, or a service. Type some related letters to find an entity.
5. From this point, you can choose who you want to have access to the Process Template and whom you wish to send notifications to:
   • Send notification to: Fill in Comidor Users and Groups, you wish to receive a notification when someone commented on this Process.
   • Additional access: People or/and Groups that should have access to this Process, without being necessary to act upon it.
   • Change rights: People or/and Groups that could edit this Process details in the future. “Everyone” is chosen by default. This means that everyone who has access to this Topic will have the right to modify it.
   • Set reminder: Click on this button, and in the pop-up window, specify the reminder options you wish.
     • Choose when to send the notification (On process Completion or On process time). Or select when the reminder should be triggered (Number of Days/Number of Hours/Number of Minutes delayed or before the process completion/process time)
     • Select the user to whom the reminder will be sent
     • Check the Email and/or SMS box if the user is to be notified via email and/or SMS
     • Email reminders will be sent provided that the email account is connected to Comidor. SMS reminders will arrive provided the recipient user has set a Mobile phone in his Personal Profile – this is available upon request

1. • Template rights: People or/and Groups that could use this Template and of course have access to this.
2. Additionally, you can choose whether to Execute automatically the new process, when created. This will start and finish automatically the process in the specified timeframe.
3. Add the Location details, such as Country, Address, City.
4. Then, complete the Process Template Description.
5. In the Performance tab, users should put Workload in hours, which will be the sum of the duration of all tasks that should be performed upon this Process completion. From this point, you can link this Process Template with a KPI. Just type an Objective in the respective field.
6. Then, set users that will be Administrators and Process Template’s Supervisor. Practically, this means that these users will have access to the created Process, even if they are not added in the Basic info above.
7. Click on Save to save the Process Template, on Save and New to save this template and create a new one, on Save and notify when you need to save but also send a Note- Notification message to appropriate people, or Cancel to cancel the procedure.

View and Edit a Process Template

1. Go to Packages Icon > Process Orchestration > Process Templates.
2. Select a Template from the List view and click on it to access it.
3. A new record preview will be displayed on the right side of the screen. You can move the bar with your cursor to resize your preview, click on the open in full view icon, or on the “x” button to close the preview.
4. Click on Tags to add a new Tag on that Process Template that it may be private, group, internal or public. From this point, you can also manage old tags that have been added to that Template.
   • Putting Tags may help you in grouping them, filtering, and finally find them easier.
5. Add comments to this Process template, and the users that have access will be able to view them and respond.
6. Click to Edit the Process Template by clicking on the pencil button on the top left.
   • Make any modifications in the Process Template and then press Save to save the Process Template, on Save and notify when you need to save but also send a Note-Notification message to appropriate people with the changes you made, or Cancel to cancel the procedure.

4. Click on the Actions button to Print this Process Template view.

Managing Process Templates

1. Go to Packages Icon > Process Orchestration > Process Templates.
2. Select Template(s) from the List view. You can Delete the selected Process Template(s). A check message appears in a pop-up window prompting you to be specific and check which ones you would like to delete. Choose between “Yes” or “No”.
3. In the main view, click on the Actions button and select between Export or Print buttons in order to export or print the list of the Templates that you are viewing at that moment or all. Regarding printing, a new tab will open in your browser; please, make sure you will follow your browser’s printing procedure.

Make sure prior to any action that you are viewing the searched or filtered or all Process Templates after you have sorted and/or grouped them by the way you wish. Check Data Management options for more information about all these options below.

Create Form and Fields in a Process Template

• Go to Packages Icon > Process Orchestration > Process Templates.
• Enter a Template from the List view.
• Select from the left-side menu the tab User fields in order to create custom user fields for the creation form, when initiating the specific process template.
• Then, go to the tab User Forms and click on the “+” button to add the creation form.
• Complete the basic info as below.
• Check Main, if you want to see this form and the data inside in your Mother Process. It will appear in a separate tab on the left side menu of the process.
• In the field Primary, choose to Replace existing form, if you wish this form to replace the Summary form of the process, retain if you wish to be displayed above Summary form in the Process, or Not a primary form.
• Do not forget to select in Quick the option In the process template list, if you wish to use this form as an insert form in the Quick Add. Alternatively, choose in a quick add menu and your form will appear in the quick add menu below other units.
• After saving the form, then scroll down to the form designer, where you can organize your form, add your fields, and make your form look the way you wish.
  • Design your Form by inserting Panels, Sections, Paragraphs, Style, and/or code blocks. Simply drag-n-drop the block you wish on the page.
    • In Sections, you can add as many fields as you wish with drag-n-drop functionality. You need at least one section to add your fields.
    • In Paragraph, you can type your text, either in simple text or with the enriched HTML editor. Keep in mind, that you can add a value of a custom or database field that is being used in the process/app, as a variable in your paragraph.
    • In Code, advanced users can add a Procedure.
    • In Style, you can customize the font colors, font size of headers, labels, etc of your form.
  • Click on one of the blocks and in the window that opens you can edit, rename, or delete the block.
  • Select the Page Layout of your preference

• Search database fields or/and custom fields from Available fields List and then and drag-n-drop them to Used fields list inside the Container you have created.
• After the design of the form is finished, you should press the Publish button in order to publish your form.

• Here, you can see how your form will appear in the Quick add menu after you select the Template you have made. The fields Title and Attachments by default appear in all Process Templates. You have the ability to choose from a numerous list of database fields or/and custom fields to be added to your form.

For more information on how to create user forms and fields please visit our User Fields and User Forms Help Center.

The post Process Templates appeared first on Comidor Low-code Automation Platform.

Create a Notification Service

In order to access Notification Services:

1. Go to App Factory Icon > Application Builder > Notification Services.
2. Click on the “+” icon to open the creation form.
3. Fill in the Title for the Notification Service.
4. Notification Message can be built with free text. Apart from free text, you can also add critical information such as process description or event quantity, by using their database names between the percentage symbol % (e.g. %PROCESS_DESC% will display the Title of the Process in the notification message).
5. Select the processes that this Notification Service will be applied to.
   • Choose the Process Type from the list of Process Types (General, Opportunity, Project, Campaign, Survey, Topic, Event, Ticket, Vacation, Issue, Work Package, Job Posting, Training, or Application).
     • If you choose Application another respective field will appear with a list of all Custom Applications created in App builder. Choose one Application, if you want this notification service to be applied only to this app.
   • Process Business Function includes the whole Corporate Process Map (Category) and can be used in order to apply a Notification Service to the Processes specified in the previous two steps based on their Category.
     • This option refers to Processes and not application process type.
   • In case you select Projects in Process type, you can also limit the Project type (Presales, Client Delivery, etc.).
   • Select Minimum Importance (Normal, High, Top) and/or Minimum Priority (Low, Normal, High, Top).
     
6. Select Condition among:

• • Event’s Beginning Time or Time Completion.
    • The number of Days/Hours/Minutes BEFORE Start/Finish or Scheduled Start/Finish.

• • The number of Days/Hours/Minutes AFTER Start/Finish or Scheduled Start/Finish.
  • When process completion (%) is Less than/Less than or equals/Equals/Greater than or equals/Greater than a percentage (%).
  • When a specific Database/Custom Field of the Process is changed (i.e. When the state field changes).
  • Select a notification to be sent dynamically on specific dates. Provide the title of the Date Fields and separate them with commas.

7. In the Recipients tabs, select whether you wish to Notify Creator, Admin, Admin2, Supervisor, Assigned Users (people added in the “Assigned to” field) and/or Notify users (people added in the “Send Notification to” field) that have the rights to view this Process of this specific Category.

8. Choose whether you wish the users selected above to be also notified by Email and/or SMS.

Email reminders will be sent provided that you have connected your email account in Comidor.

SMS reminders will arrive in case the recipient user has set a Mobile phone in his Personal Profile (e.g. +44123456789).

Associate a Notification Service with specific Processes, Projects, and other Comidor Units

For Notification Services that need to be associated with a SPECIFIC Process/Project/etc., you may enter the Notification Service and under the Process Links section, you can Add the already created Process/Project/etc. from the list.

To Remove an already added Process Link, just press the Remove button (see picture below).

Edit and Manage a Notification Service

In order to access Notification Services, go to:

1. App Factory Icon > Application Builder > Notification Services.
2. Select the Notification Service you wish to edit or manage from the list.
3. Click on the pencil button to Edit the entity. Made any modification and then click on Save. Click on Cancel should you need to cancel editing the procedure.
4. Click on the Actions button and select Delete to proceed with the deletion Scenario. A confirmation message will appear.
5. Click on the Tags tab on the sidebar to add a new Tag on this Notification Scenario which may be private, group, internal or public. From this point, you can also manage old tags that you have added to that Template.

Putting Tags in Notification Scenarios may help you in grouping them, filtering, and finally finding them easier.

Managing Notification Services

In order to access Notification Services, go to:

1. App Factory Icon > Application Builder > Notification Services.
2. Select the Notification Service(s) you wish to Delete from the list.

Navigate through Notification Services after you have filtered and/or sorted and/or grouped them by the way you wish. Check Data Management options for more information.

The post Notification Services appeared first on Comidor Low-code Automation Platform.

• Campaigns can be monitored through the Dashboard and Process Dashboard.
• Repetitive Campaigns processes can be created, re-used and monitored from Process Templates.
• There is a Process Timesheet specifically for Processes, where you can see Tasks per each Process of type Campaign in one picture.
• Notify yourselves or your team of a specific action upon a process of type Campaign with Notification Scenarios by selecting the Process category you use for your Campaigns.

Create a Campaign Template

In order to access Campaign Templates, go to Packages > Sales Automation > Campaign Templates. A new Unit Action Tab appears with the name Campaign Templates in the Active Units Bar.

1. Start with creating a new Campaign Template by clicking on the “+” button. A new form appears.
   • Put the Campaign Template Title, its Type (Email, SMS, Letter), the Campaign Template Category and then write your Content in a Rich text editor.
   • Provided that you clicked on Open editor button, a pop-up window appears. Use all features that the HTML editor has to offer. Click Ok to save it.
   • Convert to Text button will ask you to transform your customized format into simple text.
   • Press View in editor to see again the Campaign Template content.
   • Click on the left arrow to go back in Campaign Templates or proceed on Save buttons.
2. Finally, click on Save to save the Campaign Template, Save and New to save it and then create a new one, or Cancel to exit the Campaign Template creation form.

Manage Campaign Templates

In order to access Campaign Templates, go to:

1. Packages > Sales Automation > Campaign Templates. A new Unit Action Tab appears with the name Campaign Templates in the Active Units Bar.
2. All Campaign Templates are displayed in a ListView. Navigate to other views, sort or filter the Campaign Templates in order to find the one you wish.
   • Check Data Management options for more information about all these.
3. Click on Campaign Template from the list to enter and view or edit it. Click on the pencil button to edit the Campaign Template.
   • Then, you can edit any field as you have done while Creating a Campaign Template.
4. Check multiple Campaign Templates from the list in order to Delete.

Create a Campaign

1. In order to access Campaigns, go to Packages > Sales Automation > Campaigns. A new Unit Action Tab appears with the name Campaigns in the Active Units Bar.
2. Create a Campaign by clicking on the sign in the Unit Title Bar. A new form appears.
3. Fill in the Title of the Process and the Basic Info of the Process of type Campaign.
   • Code: The system will give automatically a code to the new entry.
   • Process Type: Search for a Process type and select it or add a new one.
   • Assigned to: Click on Assigned to field in order to see Comidor Users and Groups. You can assign this Campaign in as many as people or groups you wish. This means that people you will select here, are those who will be responsible upon Campaign tracking and completion.
   • Select the Priority of the Campaign between Low, Normal, High or Top.
   • Set Scheduled Start and End Dates and Times of the Campaign.
   • Then, connect this Campaign with a related Account and Workflow. 
4. Complete Campaign details, such as:
   • Type: Search for a Campaign Type and select it or add a new one. See how to add  Categories in Data Management.
   • Media: Search for a Campaign Media channels and select it or add a new one.
   • Recipients: Select one of the public Filters you have saved from Contacts, Accounts, Leads lists and see the Number of recipients.
5. Complete Campaign Description.
6. Execution field will be later filled when the process will start. In case, that the process has already started, make sure you will complete these fields as well.
   • Start and End Dates & Times are the execution actual start and end dates and times. They will be displayed when the Campaign starts and is completed.
   • The state will be stated automatically as Created when the Campaign will be created. You may change this later as Scheduled, Running, Running, Completed, Canceled, Paused or Failed. Campaign State will be changed to Running automatically, provided that you had check Start automatically field at the bottom right.
   • Completed (%) is the percentage of Campaign completion and should be added and managed manually by the Campaign holders.
7. You may want to add Location Details, such us Country, Address and City information.
8. Furthermore, fill in the Additional Info:
   • Category: Search for a Process Category and select it or add a new one. See how to add Categories in Data Management.
   • Responsible Group: Select the group who will have the accountability of this Campaign.
   • Select the Importance (Normal, High, Top) of the Campaign.
   • When the Region code is set up in Regional Settings, suggested calculated hours give the timeframe of the working hours between scheduled start and end, excluding public holidays, etc.
   • Every Campaign may have its core relations. So, you can Link this Campaign with a related Contact, Parent Process, Personnel, and a Service. Type some related letters to find an entity.
9. Estimated workload, is the actual Campaign duration, in hours. You can also add as an Objective an indicator, already created in KPI’s, in order to monitor the campaign.
10. Set users that will be Administrators and Process’s Supervisor. Practically, this means that these users will have access on this Campaign, even if they are not added in the Basic Info above.
    • Send notification to: Fill in Comidor Users and Groups, you wish to receive a notification when someone commented on this Campaign.
    • Click on the checkbox, whether you wish to inform the Process Administrator upon task completion.
    • Additional access: People or/and Groups that should have access on this Campaign, without being necessary to act upon it.
    • Change rights: People or/and Groups that could edit this Campaign details in the future. “Everyone” is chosen by default. This means that Everyone who has access to this Campaign will have the right to modify it.
    • Click on the check box to set this Campaign start running automatically.
11. Finally, click on Save to save the process, or cancel to cancel the procedure.

Create a Campaign from a Campaign Template

In order to access Campaigns, go to Packages > Sales Automation > Campaigns. A new Unit Action Tab appears with the name Campaigns in the Active Units Bar.

• Create a Campaign by clicking on the ‘+’ sign in the Unit Title Bar. A new form appears.
• Click on Create from Template on the side right to select a template and create a new Campaign.
• A pop-up window appears. You can Select an existing process as a template from the list, change the new Campaign Title, adjust the Scheduled start date, match an Account from the list, and write a Description. Click on Save to save it.

Edit and Monitor a Campaign

In order to access Campaigns, go to Packages > Sales Automation > Campaigns. A new Unit Action Tab appears with the name Campaigns in the Active Units Bar.

Manage a Campaign

1. Click on a Campaign from the list to enter it. Click on the pencil button to edit the Campaign
   • Edit button only appears to people that are added in the Change Rights field of a process.
   • Apply any changes in the fields and click on Save.
2. Click on the Actions button to open a list of actions.
   • Select Link with to Link the Campaign with any Comidor entity (other processes, account, contact, project, opportunity, etc.). A pop-up window appears.
   • Click on Add Contact to add manually more recipients on the Campaign recipients list.
     • A new pop-up window opens where you can select the Contact, Status of the Contact, Last Contact Result and Contact Date. Click on Save to proceed.
   • Click on Print whether you need to print the current view of the campaign. A new tab opens in the web browser. Click on Ctrl+P to Print. (Changes may apply in different browsers)
   • Click on Links, to see with which entities the specific campaign is linked.
   • Click on Tags, to see which tags ahve been assigned to the specific campaign.
3. Also, you can change the Campaign state simply by clicking on the state button on the top right. Then select the state of the Campaign.
   • Select Scheduled in order to set that it is almost certain that the scheduled time will be the start time of this Campaign, too. A new pop-up window appears, where you can now set a different start time and date or take as granted the suggested time and date. Click on Save.
   • Select Confirmed in order to confirm that this campaign can run.
   • Select Opened to open a campaign again.
   • Select Running and a new window appears, where the user can set the execution time and then, the Campaign state will be updated.
   • Select Paused in order to pause a Campaign for some time. A new pop-up window appears and the user can put the duration in hours so far and % of completion. Also, can update start and end dates and times, too.
   • Click on Failed on a process that failed to be completed, update start and end dates and times, duration and quantity and click on Save. See the update in Process execution information.
   • Click on Canceled on a process that has been canceled, update start and end dates and times, % of completion, duration, and quantity and click on Save. See the update in Process execution information.
   • At last, click on Completed to set a process as complete. Update start and end dates and times, % of completion, duration and quantity and click on Save. See the update in Process execution information.

Add Tasks & Files in a Campaign

Tasks setting is necessary to schedule work that should be performed by multiple people and groups. Add a quick Task by clicking on the ‘+’, being in the Related Tasks tab.

A new form opens. At this point, you can create multiple Tasks, enter and monitor them from this point. Click on the refresh button, in order to instantly see all new-added tasks in the form.

Also, you can easily upload related files straight from your Desktop or by clicking on to attach a File URL. Click on an already uploaded file to Open it (downloading and previewing of current and previous versions are available), Rename it or Delete it.

Discuss below a Campaign

Users that have the right to view a Campaign can also read any discussion that occurs inside that Issue in Notes.

• Simply add a Comment using a simple or enriched HTML Editor (Open editor).
• Users can click on Refresh to see new comments; click on Show More or Show Less to see the number of comments they wish.
  • Only people and people in groups that are added in the “Send Notification to” field receive notifications in the Notifications Bar about these comments.

Start a Campaign

1. Select Contacts from the side-box. All Contacts that are added through Campaign creation with that filter and any more added manually from the user will be displayed here.
   • Use Data Management filters and search box to find any Contact you wish.
   • Make sure that all the Contacts you wish are on this list. Eliminate any Contact you don’t want in the Campaign, by multi-checking and then, click on Delete.
2. In order to send Email to some of them click on Send Email, but if you want to Send Email to everyone, go for that choice. By clicking on these options, a pop-up window appears. You can View the recipients of this message, in case they do have an email. Also, complete the Name of the sender, select the Email account (From) who will send the messages. Furthermore, use the Campaign Template you have created, put the Subject, add Attachments and Send. You can also Save as Template the message from this point or Cancel the procedure.
3. Otherwise, you can start the Campaign by clicking on the Kick-Off! Button which is displayed in the right bottom of the screen when an already created Campaign is viewed. Select the Summary from the side-box to see this button.
   • A pop-up window appears. This includes all the Contacts’ emails that you have added in the Campaign’s selected filter, provided that each recipient’s email is available.
   • Click to final check and View the recipients of this Message, enter Sender Displayed Name, select an email to send the emails From, load Template put a Subject and attach a file, if needed. Click on Send after making sure that Campaign will be sent in the proper day and hour. Alternatively, you can Save it as Template.

Evaluate Results of the Campaign

In order to access Campaign Templates, go to Packages > Sales Automation > Campaigns.

• You can check the Success Ratio of the Campaign, which is column in the campaigns table. That means the percentage of people opened the email campaign.
• Enter the Campaign. Select Emails from the side box on the left to see all the Emails that received Campaign Message. Check Status (Pending, Sent) and the Number of Views (how many times the recipient opened the message).
• By clicking on each Email entity, you can add Title and Memo on a specific Date and Time.

Manage Campaigns massively

1. In order to access Campaigns, go to: Packages > Sales Automation > Campaigns. A new Unit Action Tab appears with the name Campaigns in the Active Units Bar.
2. Users can see all Campaigns in a List View. Navigate to other views, sort or filter the Campaigns in order to find the one you wish. Check Data Management options for more information about all these.
   • Check multiple Campaigns from the list in order to Link them with other Comidor Objects (such as Projects, Opportunities, Files, etc.) or Change them Category (This refers to Category set when Creating a Campaign).
   • Click on the Actions button to Export or Print the viewing list or all the Campaigns.

The post Campaigns and Campaign Templates appeared first on Comidor Low-code Automation Platform.

Create a Widget

In order to create your customized Widgets, go to:

1. App Factory Icon > Application Builder > Widgets.
2. Click on the “+” button to create a new one.
   
3. Give a Title to your widget.
4. Select a Category for your widget. Based on the data access, you can define the access levels (Personal, Team, Corporate).
5. Select one of the four types: Report, Grouping, Conditional Grouping (the latter is used by advanced users who are able to write SQL queries), and KPIs.
6. Choose the preferred Graph type:
   1. For report type: Date Report, Table report, Timeline.
   2. For grouping/conditional grouping: Pie, Bar, Horizontal Bar, Line, Doughnut, Progress, Radar, and Tube.
      • Based on the graph type you choose, different fields need to get value based on a dynamic form.
7. There are two Libraries available. Charts.js is available for all graph types, Apex Charts is available only for bar and line types.

Types of Widgets

In the widget creation, as described above, you are able to select among different types of widgets based on your needs. The four widget types are Report, Grouping, Conditional Grouping, and KPIs.
Comidor enables you to create your visual reports based on multiple graph types (Bar, Pie, Line, Doughnut, Progress, Timeline, etc.) as well as create bar charts, pie charts, etc.

• Based on the graph type you choose, different fields need to get value.

See some examples below.

Report

• In Report type, you can select Date Report as the graph type.
• Select the Entity from which the data is going to be retrieved.
• Choose between Count or Sum in the Aggregation field and type in the field that the aggregation will be applied to. Use database names for the fields you choose.
• Define a date field (e.g. the Date created) as a condition to your report.

• You can use Count on ID, to measure how many records this entity has in total.

• Alternatively, use Count/Sum on another numeric field of the selected entity.

• In Report type, you can select Table Report as the graph type.
• Select the Entity from which the data is going to be retrieved.
• In Table columns, you can define the user fields (at least 2) to be displayed as table columns in your report.
• Add a number as a query limit. This refers to the number of rows to be displayed in your report (if left empty, it will display by default 10 rows).
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.
• Limit your chart results, by applying a where condition.
• Finally, define whether you want to have colors in the list value fields (state, priority, etc) or not, by checking the “Remove colors?” option.

After saving your widget, you can see the preview on the top right of your screen.

• In Report type, you can select Timeline Report as the graph type.

• Select the Entity from which the data is going to be retrieved.
• In Table columns, you can define the user fields (max 4) to be displayed as information in your report.
• Add a number as a query limit. This refers to the number of rows to be displayed in your report (if left empty, it will display by default 10 rows).

• Finally, define the date field (e.g. Created On); the timeline of your report.

After saving your widget, you can see the preview on the top right of your screen.

Grouping

Graph type can be either Pie, Bar, Horizontal Bar, Line, Doughnut, Tube, Radar, or Progress. Select the entity you want and define the Aggregation field. Do not forget to select the Group field you wish the data to be grouped by. Ordering based on aggregation or grouping field is also available as well as the ordering type (ascending, descending).

1. For bar charts, you can choose the preferred Libary (Charts.js or Apex Charts).

• You can also give the title that will appear on the y-axis and x-axis.
• Add Aggregation Count on a numeric field if you wish to get a report with the total instances of each value for this specific field.
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.
• Limit your chart results, by applying a where condition.
• See the Bar Chart example below:

2. In Tube graph-type charts, you have to choose Apex Charts library.

• You can also give the title that will appear on the y-axis and x-axis.
• Add Aggregation Count on a numeric field if you wish to get a report with the total instances of each value for this specific field.
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.
• Limit your chart results, by applying a where condition.
• See a Tube preview example below.

3. See a Horizontal Bar example below.

• You can use Aggregation Sum on a numeric field if you wish to get a report with a summary of the values of all entries in a specific field.
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.

4. Another Graph type available for Grouping Charts is Pie. Select the entity you want and define the Aggregation field. Do not forget to select the Group field you wish the data to be grouped by.

• See a Pie Chart example below.

5. For Graph type Line, give the title that will appear on the y-axis and x-axis, select the entity you want, and define Aggregation. Choose an option in the date field (Created on, Updated on, etc.), the Date field group by prefix to be either Month or Day (this will define the x-axis) and the rolling period will define the data to be depicted in your graph.

• See Line Charts examples below.
• For line charts, you can choose the preferred Libary (Charts.js or Apex Charts.)
• Apex Charts can be downloaded in SVG, PNG, or CSV format.

6.  For Doughnut graph type widgets, select the entity you want and define the Aggregation field. Do not forget to select the Group field you wish the data to be grouped by.

• See the example below.

7. For Progress graph type widgets, select the entity you want and define Aggregation. Do not forget to select the Group field you wish the data to be grouped by (a drop-down field e.g. state of the process) as well as the progress Chart target(an option of the drop-down field).

• See the example below.

• The chart will display the total number of instances in the target state Vs all the other options (scheduled, completed, etc.).

8. In the Radar graph type, you have to choose the Charts library.

• Add Aggregation Count on a numeric field if you wish to get a report with the total instances of each value for this specific field. Alternatively, add Aggregation Sum on a numeric field, to get a report with the summary value for this specific field.
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.
• Limit your chart results, by applying a where condition.
• See the example below.

Conditional Grouping

Graph type can be either Pie, Bar, Horizontal Bar, Line, Doughnut, or Progress. Select the entity you want and define the Aggregation field. Do not forget to select the Group field you wish the data to be grouped by. Ordering based on aggregation or grouping field is also available as well as the ordering type (ascending, descending).

• Type a Where condition in case you want to limit the information that will be displayed in the chart.

For example, a process may have several states (Opened, Scheduled, Running, etc.). In this widget, we can monitor only the Running and Completed processes. So, we select Count on ID (how many processes), set State as Group field, add “Completed state” and “Running state” in the Label fields, and the Code that each state has in the Condition.

KPIs

Another option available for Widgets is KPIs.

• Simply choose the Type of KPIs.
• In the KPI field that will appear, choose on KPI record from the list.
• After saving the widget, you will be able to see the chart from the selected KPI that presents a timeline with the targets and the outcomes.

Find out more about KPIs in Comidor and how to create them.

My Widgets 

You can monitor the widgets you are most interested in, from one place in your Home Dashboard.

In order to add the widgets in your Home Dashboard, which is a personal dashboard:

1. Click on the pencil button.
2. Drag and drop the “Graph” tile in your dashboard.
3. Search and select the Widget record you wish.
4. Click on the “Save Changes” button.
5. The widget is now added!
6. You can re-arrange, re-size and delete your tiles.

You can also create Widgets through App Designer and also present them in tabs of applications. Check out steps 3 and step 4 of App Designer.

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