Answered

Create a table with Excel export functionality containing data from several process instances

Let's say we have a process describing the issuance of a loan. We would like to present a table containing information of all loans currently outstanding. That is: information from several process instances. How would we go about achieving this? Thank you.

Best Answer
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Dear Ron,

In order to do what you need, you can obtain data from other processes through a expression, then add them to a collection in order to export as a PDF or Excel (according your needs). It is a common requirement to access Parameter and System entities that are not related to the data model, in order to extract information for use in XPath expressions. In such cases, where the entities cannot be accessed directly through XPath navigation, the EntityManager functions are employed. The information returned by EntityManager is handled as a collection of items. You will then need to iterate over the collection to access specific information (i.e. the item values).

For further information: http://help.bizagi.com/bpmsuite/en/index.html?access_entities_not_related_to.htm

Finally, You can easily export the content of tables to Excel or PDF from the Work Portal, to obtain the data displayed in a specific table by clicking a button. In Excel you can manipulate the information or obtain quick reports in PDF. The information exported is as displayed in the table. That is, filters are taken into account.

Follow this article to know how to do it: http://help.bizagi.com/bpmsuite/en/index.html?export_tables_to_excel_or_pdf.htm

Regards

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Could someone please respond to this? We need to decide on a BPM solution for a large customer and we would like to present a testing environment for Bizagi as one alternative. The response time we are looking at now does not present a favorable case for Bizagi, however!

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Dear Ron,

In order to do what you need, you can obtain data from other processes through a expression, then add them to a collection in order to export as a PDF or Excel (according your needs). It is a common requirement to access Parameter and System entities that are not related to the data model, in order to extract information for use in XPath expressions. In such cases, where the entities cannot be accessed directly through XPath navigation, the EntityManager functions are employed. The information returned by EntityManager is handled as a collection of items. You will then need to iterate over the collection to access specific information (i.e. the item values).

For further information: http://help.bizagi.com/bpmsuite/en/index.html?access_entities_not_related_to.htm

Finally, You can easily export the content of tables to Excel or PDF from the Work Portal, to obtain the data displayed in a specific table by clicking a button. In Excel you can manipulate the information or obtain quick reports in PDF. The information exported is as displayed in the table. That is, filters are taken into account.

Follow this article to know how to do it: http://help.bizagi.com/bpmsuite/en/index.html?export_tables_to_excel_or_pdf.htm

Regards

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We still can't get it to work.

Let's assume that this is our data model:

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This is our code:

//Evaluate if the collection has itemsif(<count(Process.Loans)> == 0){ //Use the EntityManager function to get all the Tests that will be added to the collection var Test = CEntityManager.GetEntity("Loan").GetEntityList("","","",""); //Iterate the variable in which the Tests are stored for(var Counter=0; Counter < Test.Length; Counter++) { //Add each Test to the collection Test = Me.newCollectionItem("Process.Loans"); Test.setXPath("Loan",Test[Counter].SurrogateKeyValue); }}

This the error we receive:

{"status":"error","code":"CASE_CREATION_ERROR","type":"CaseCreationException","message":"Error Evaluating Rule 10000:GetLoans - Error Function expected ."}

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Dear Ron,

We can see that you are trying to add elements to a table instead of export to excel or pdf. To do so, Please follow this article: http://help.bizagi.com/bpmsuite/en/index.html?add_and_remove_relationships.htm

Bizagi offers the possibility to trace errors in the Processes workflows (for their control and diagnose) so that administrators can validate if the business rules, validations, interfaces invocations, or even the Process needs to be tuned up.In order to trace those problem, please follow these article: http://help.bizagi.com/bpmsuite/en/index.html?error_control_and_diagnostics_.htm

We suggest to enable the option to export to Excel and PDF according this article: http://help.bizagi.com/bpmsuite/en/index.html?export_tables_to_excel_or_pdf.htm

exporttoexcel6_zoom65

regards

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The case I have is that I have a manager that approves loans, say his employees post loans and these loans must be approved by the manager. So the process looks as follows: A user starts a new loan issuance and fills in the required fields. When this loan is posted, a manager needs to approve.

At the end of the process, however, I want the manager to be presented with a list of all outstanding loans.So let's say there are three cases of this process:

  • The first is a new loan of $500
  • The second is a new loan of $1000
  • The third is a new loan of $800

At the end of the third case, I need to show a table containing the amount of not only the third case, but the other cases as well:

  • $500
  • $1000
  • $800

So the issue is to put similar data from several cases together in a table.

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Dear Ron,

I have understood what you meant. The idea is to have 1 table for summary of all loads and 1 table to add loans. So, when the second one receives elements, by rule, it can attach records to the first table like this: http://help.bizagi.com/bpmsuite/en/index.html?attach_items_records_to_a_coll.htm. Doing this, you will able to summarize all your loads just showing the first table.

Here is an example:

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Regards