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ELMA BPM Platform
User Guide
ELMA Web Portal
Authentication, User Profile
Sign In Using Login and Password
Sign In with Certificate
Trusted Devices
Trusted Devices for Signing
User Profile
Data export in the vCard format
System Main Page
Main Menu
Main Page Settings
Portlets
Portlets for working with the Web Portal
"Messages" Portlet
"Calendar" Portlet
"Tasks" Portlet
"Filter Data" Portlet
"Company Employees" Portlet
"Organizational Structure" Portlet
"Tasks (co-executor)" Portlet
"Tasks from me/Under my control" Portlet
"My Time Report" Portlet
"Recent Activity" Portlet
"ELMA Portlets" Portlet
"Absent Users" Portlet
"CRM" Application Portlets
"Leads" Portlet
"Payments" Portlet
"Deals" Portlet
"ECM" Application Portlets
"Document Search" Portlet
"Document List" Portlet
Portlets for improving the user interface
"HTML" Portlet
"Web Document" Portlet
"Code" Portlet
System Administrator Portlets
"System" Portlet
"Basic Applications" Portlet
"Users" Portlet
"System Settings" Portlet
"Access" Portlet
"CRM" Portlet
"Document Management" Portlet
Portlet Settings
Messages
Message Page
Creating a Message
Commenting a Message
Custom Message Settings
Exception Settings
Public Channels
Public Channel Page
Managing Subscription to Public Channels
Public Channel Group Page
Public Channel Archive
Calendar
Calendar View Modes
Calendar Display Modes
Calendar Event Page
Periodic Event
Periodic Event Template
Calendar Event Actions
Create Calendar Event
Edit a Calendar Event
Delete a Calendar Event
Confirm Participation
Calendar Event Operations
Event Reminder
Working Time Scheduling
Common Calendars
View Calendars of Other Users
Access to Calendar
Calendar Bookmarks
Calendar Export
Export to iCalendar
Export to Internet Calendar
Connect an External Internet Calendar
Business Calendar
Tasks
Task List
Export Task List to Excel
My Department
Task Lifecycle
Task Page
Task Actions
Create Task
Approve Task
Complete Task
Task Control
Multiple Task Control
Create Subtask
Task Subscription
Co-executors and Observers
Project-Related Task
Periodic Task
Task Time Report
Task Scheduling
Task Search
Company
Employee Information
Documents
Document Storage
Document Storage Settings
Folders
Document List Actions
Filter Folder
Action Folder
Create a Document
Document Page
Document Versions
Adding and Editing Document Version
Document Version Statuses
Managing Versions via ELMA Agent
Document Version Preview
Documents Links
History
Access to Documents and Folders
Access to Folders
Access to Documents
Access to a document attached to a task
Document Subscriptions
Links to Documents and Folders
Converting a Document
Document Search
Archive
Web Document
Creating Web Documents
HTML Editor
Bind Web Document with Folder
Document Scanning
Customer Relationship Management
Contractors
Creating a Contractor
Contractor Page
Subscribing to a Contractor
Importing Contractors and Leads from Excel
Contacts
Creating a Contact
Contact Page
Leads
Creating a Lead
Lead Page
Converting a Lead
Lead Statuses
Duplicate Objects
Relationships
Creating a Relationship
Relationship Page
Completing a Relationship
Payments
Creating an Incoming Payment
Payment Page
Payments on a Deal Page
Deals
Creating a Deal
Deal Page
Example of starting a process from a deal page
Deal Status
Deal Stages
Sales Funnel
Marketing
Marketing Objects
Group of Marketing Events
Creating a Marketing Activities Group
Page of a Marketing Activities Group
Marketing Activity
Marketing Event
Marketing Object Archive
Activity Calendar
Statistics
Time Report
Monitoring Time Reports
Creating a Time Report
Approving Time Reports
Time Report Page
Managing Time Reports
Personal Time Reports Approval
Time Reports Search
Standard Interface Elements
Quick Search
Advanced Search
Question-Answer
Adding a Comment
Selecting Elements
Selecting Users
Selecting Folders
Selecting Objects
Custom User Lists
Data Display Table
Filters
Creating a Filter
Filter Page
Actions with a Filter
Access to a Filter
Filter Tree
Default Filters
Relative Dates
Objects
Starting a Process from an Object Page
Reports
System Reports
Aggregate Report on Schedule Compliance
Report on Schedule Compliance
Report on Business Activity
Report on document task compliance
List of Category Records
User Reports
Exporting Report to Web Document
Uploading a File
History Panel
EQL-Search
EQL
Functions
Subqueries
Examples of EQL-queries
Mobile Applications
Launching Mobile Apps
ELMA BPM Mobile Application
Mobile Application for iOS
Working with tasks in ELMA BPM mobile app
Working with messages in ELMA BPM mobile app
PUSH notifications in the ELMA BPM mobile application
Starting a process in ELMA BPM mobile app
Mobile Application for Android
Working with tasks in ELMA BPM mobile app
Working with messages in ELMA BPM mobile app
PUSH notifications in the ELMA BPM mobile application
Starting a process in ELMA BPM mobile app
SMS Notifications about System Events
Rich Email
Full-Text Search
Business Process Management
Processes
Starting a Business Process
Process Page
Process Instance Page
Changing process instance version
Execution Control and Monitoring
Process Task
Complex Tasks
Process Map
Editing a Process Instance
Changing the user responsible for the process instance
Interrupting a Process Instance
My Processes
Page Settings
Process Monitor
Process Monitor Page
Full Process Monitor
Portlets
"Start Process" portlet
"My Processes" portlet
"Process Monitor" portlet
Diagram Portlet
Bar Chart portlet
"Gauge Panel" portlet
"Business Processes" portlet
Business Process Documentation
Process Documentation
Process Improvement
Creating a Process Improvement Proposal
Considering a Process Improvement Proposal
Improving a Process
Viewing Process Improvements
Execution Queue
Change Business Process Version
Implementation Guide
ELMA Web Portal
ELMA Architecture
ELMA Designer
Starting ELMA Designer
Main Menu of ELMA Designer
Exporting files to translate configuration
Advanced mode
ELMA Designer Interface
ELMA Configurations
Local and Remote Configurations
Creating New Configuration
Connecting Configuration to ELMA Designer
Configuration Export and Import
Exporting a Configuration
Importing a Configuration
ELMA Store Components
Installation of Components
Installation of a Free Component
Installing a Paid Component
BPM Apps
Creating BPM Apps
Managing BPM Apps
Organizational Structure
Organizational Structure's Control Buttons
Organizational Structure Modeling
Graphic Model of Organizational Structure
Organizational Structure Element's Usage Search
Nested Structure
Errors and Warning
Search of Organizational Structure Elements
Printing Organizational Structure
Organizational Structure Publication and Version History
User Groups
System Objects Management
Object Model
Object and Enumeration Groups
Object
Object Page
Common Tab
Properties Tab
Additional Tab
Table Tab
Forms (Views) Tab
Filter Tab
Actions Tab
Documentation Tab
Scripts Tab
Processes Tab
Additional Code
Object Properties
Object Property Page
"Block" Type Object Property
"Block" type object property display in the web application
"Object" Type Property
Object Name Property
Hierarchical Object
Objects in Web Application
Enumeration
Enumeration Page
Object Model Extension
Creating an Object
Creating an Object Property
Creating a "Block" Property
Create an "Object" Property
Creating a Default Object Property
Creating an Enumeration
Creating an Enumeration Value
Object Inheritance
Object Namespace
Form Builder
"Forms" Tab
Form Actions
Modeling a Form
"Properties" Unit
"Form Elements" Unit
Main Elements
"Column" Element
"String" Element
"Panel" Element
"Tabs" Element
"Text" Element
"Button" Element
Adding a Form to a Button
"Linked Objects List" Element
Additional Elements
"Container for Default Properties" Element
"History" Element
Other Elements
Form Settings
Publishing Objects
Report
Creating a Report
"Data Sources" Tab
Creating a Request
"Parameters" Tab
Adding a Parameter
"Display Settings" Tab
Parameters Input Form Unit
Advanced Unit
Report Layout Unit
Creating a layout on a Form (.NET Razor)
Document Print/Export Layout Unit
Controller Code Unit
"Report Layout" Tab
Sub-Report
Publishing a Report
Example of Creating a Report
Example of a report with two data sources
Example of a report with a sub-report
Publishing Tab of ELMA Designer
Data Types
Tree of Types
Simple Data Types
String
Text
HTML Markup
Integer
Fraction
Date / Time
Timespan
Yes / No
Drop Down List
Money
Working-Time Interval
URL
Script Execution Error
"Platform Objects" Types
Attachment
Document
Folder
User
"All Objects" Group
"Projects" Group
"Record Cards" Group
"Documents" Group
"Enumerations" Group
System Data Types
Portal Settings
Web Application Interface
"Interfaces" Section
Configuring Interfaces in ELMA Designer
Configuring a Page
Configuring a Portlet
Visual Interface Editor
Menu Settings
Creating a Menu Item
Configuring the Set of Main Pages
Toolbar
Profile Toolbar Settings
Portlets
ELMA Pages
Page Types
Actions with Pages
Creating Pages
Pages Settings
Message Queues
CRM
CRM Objects
Deal Objects
Configuring a Sales Funnel
Lead and Contractor Categories
Category Assigning Rules
Access to Fields and Properties
Using Filters
Processes
Process List
Process Groups
Renaming and Moving a Process
Copying a Process
Deleting and Restoring a Process
Creating a Process
Modeling a Process
Process Page
Process Toolbar
Process Graphic Model
BPMN Elements
Swimlanes
Static Swimlane Settings
Dynamic Swimlane Settings
Dynamic Swimlane (defined by script) Settings
Business Role
How to use business roles
Events
Start Event Settings
Intermediate Event Settings
End Event Settings
Activities
Activity Markers
User Task
Common Tab
Form (Context) Tab
Dynamic Form
Value Validation with a Script
Context Variable Properties in the Task Settings Window
Form Settings Tab
Execution Time Tab
Transitions Tab
Advanced Tab
Policies Tab
Manual Execution
Notification
Send Message
Message Type
Message Type Editor
Receive Message
Script Activity
Gateways
Gateway Settings
Connectors
Settings of a Simple Connector
Settings of a Transition from Gateway
Escalation
Sub-Processes
External Sub-Process
Internal Sub-Process
Artifacts and Associations
Plug-Ins
Change Process Instance Status Activity
Creating and Editing an Object Item Activity
Generate Document Version Activity
Change Permissions to Access the Document Activity
Move Document Activity
Form File Preview Activity
Creating Complex Tasks
Custom Activities
Custom Activities of ELMA BPM Applications
List of Custom Activities
Creating Custom Activity
Custom Activity Page
Custom Activity Settings
Example of Using Custom Activity
Business Process Context
Context Variable Page
Common tab
Advanced tab
Documentation tab
Actions with Context Variables
Creating Variables
Editing Variables
Deleting Variables
Context Variable of the Block type
Creating a Variable of the Block Type
Nested blocks
Key Variable
Visibility of Variables
Responsibility Matrix of a Process
Process Metrics and KPIs
Creating Process Instance Metrics and KPIs
Creating Process Metrics and KPIs
Personal Metrics and KPIs
Linking Process KPIs to KPIs
Forms
Process Scripts
Settings tab
Version History
Process Policies
Instance Naming Method
Process Instance Statuses
Process Indicator
Publishing Business Processes
Managing History Versions
Process Life Cycle
Editing Business Processes
Scripts
Item UID
Creating Scripts
Script Builder
Working in Script Builder
Operations used in Script Builder
Script Editor
Scripts Tab of ELMA Designer
Script Debugging
Script Syntax Check
Script Emulation
Importing Processes in XPDL
Business Process Policies
Global Settings of Business Process Policies
Common Properties
Creating Business Process Policies
Terms
Normative References
Process Inputs and Outputs
Resources
Business Process Documentation
Checking Business Process for Errors
Process Debugging
Printing Business Processes
Starting Business Processes from External Systems
Token Generation
Web Requests
GET Requests
POST requests
Web Request Results
Web Services
Web Service Methods
Examples of SOAP Requests of a Web Service
Configuring a process start from an object
Administrator Guide
ELMA Web Portal
Setup and Update
Install ELMA System
First ELMA Start
Update ELMA System
Licensing
License Types
Components
System Modules
License Information
Activate Additional System Licenses
System Settings
General Settings
Document Task Settings
Business Process Task Settings
Security Settings
SMS Notifications
Outgoing Mail
E-Mail Format Settings
LDAP Integration
Document Settings
Time Report Settings
Color Scheme Settings
Calendar Settings
Business Calendars Settings
Global Business Calendar
Common Business Calendars
User Calendar Settings
Messages Settings
Preview Generation Settings
Authentication Settings
Sign In with Certificate
Single Sign On
Configuring Single Sign-on with Additional Application
Configuring Single Sign-on without Additional Application
Trusted Devices
Access Settings
Global Access Settings
Access to CRM objects
Access to Reports
Access to Objects
Portal Settings
Interfaces
Pages
Portlets
Action Register
Users
User Profile
Add a User
Edit User Information
User Photo
Appoint User to Job Position
Lock a User
Change Account Password
User Authentication Sessions
Import Users from LDAP
User Groups
Create and Edit a Group
Group Page
Change User Group Members
Absence Schedule
Assign Absence
Substitutions
Assigning Substitutions
Substitution Rules
Basic Applications
Tasks
Tasks Settings
Time Report Objects
Task Categories
Activity Types
Public Channels
Create Public Channel
Public Channel Page
Edit Public Channel
Public Channel Permissions
Send Public Channel to Archive
Restore Public Channel from Archive
Common Calendars
Create Common Calendar
Common Calendar Page
Assign Common Calendar Permissions
CRM
General Settings of the CRM+ Module
Duplicates Scoring Table Settings
Configuring Banking Details
Full-text Search
Installing ELMA Full-text Server
Indexation Settings
Mobile Applications Requirements
Translating ELMA into a foreign language
External Applications
System Diagnostics
Cache Recalculation Actions
Task Scheduler in Web Application
Business Process Administration
Access to Business Process Designer
Business Process General Settings
Access to Business Processes
Access to Processes
Additional Modules
MS Outlook Plugin
Working with ELMA Outlook Plugin
Portal Connector
ELMA mainpage with portlets of other ELMA systems
Integration with MS SharePoint
ELMA Agent
Installing ELMA Agent
Installing ELMA Agent in a Domain
Starting ELMA Agent
Messages in ELMA Agent
Documents in ELMA Agent
Importing a Document
ELMA Agent Settings
General Settings
Messages Settings
Documents Settings
Integration with MS Office
Configuration Management
Installing the Application
Starting the Application
Managing Configurations
Application Interface
Menu Tab
Objects Tab
Actions Tab
Search
Search
Search
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User Guide
ELMA Web Portal
Calendar
Calendar Display Modes
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Calendar Display Modes
There are two calendar display modes:
– as a table;
– as a list.
Fig. 1. Calendar as a table
Fig. 2. Calendar as a list
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