Contents

Home
Overview
Formatting Conventions
Navigation
Searching
AI Chat
CustomGPT Chat Page
Documentation Feedback
Documentation Examples
Change Log
Getting Started Guide
Basic Concepts
Form Definitions
Building an Application
Implementation
Quick Start Links
Getting Started With Implementation
Intended Document Audience
Understanding Process Director
What is a process?
Content Types
Implementation Samples
Process Director User Interface
Navigator UI
Legacy UI
Common UI Elements
Icon Chooser
Condition Builder
Adding a Condition
Using Arrays in Conditions
Debug Mode
Desktop Workspace
Process Director Objects
Business Rules
Business Rule Configuration
Business Rule Samples
Business Values
Creating a Business Value
Business Value Operations
Case Management Objects
Case Definition
Implementing a Case Management Application
The Case Definition
Dashboard
Forms
Processes
Knowledge Views
Charts
Dashboards
Dashboard Widgets
Datasource Objects
Datasource Object Configuration
Common Datasources
SalesForce Datasource Installation
Excel Datasources
Transform Excel Sheet to a Database Table
File System Datasources
SharePoint Datasources
Social Media Datasources
Creating Social Media Data Sources
Social Media OAuth Providers and Settings
Dropdown List Content Objects
Forms
Managing Forms
Adding a New Form Definition
Updating a Form Definition
Forms In the Content List
Form Definition URL
Form Locking
Form Events
Form Data Caching
Visibility and Enabling Scenarios
Collaborative Document Markup
Collaborative Document Authoring
Configuring Forms
Properties Tab
Edit Tab
Form Controls Tab
Custom Task Event Mapping Tab
Validation Rules Tab
Set Form Data Tab
Fill Dropdowns Tab
Form Data SQL View Tab
Other Tabs
Online Form Designer
Form Controls
Basic Form Controls
Input Controls
Other Input Controls
Actions Controls
Other Controls
Layout
Responsive Layout
Arrays
Attachments
Data List
Adding Form Controls
Form Control Tags
Using Tables
Configuring Other Objects
Word Form Builder (Legacy)
Email Templates
Creating and Customizing Email Templates
Email Variables
EmailData
Email Template Conditional Processing
Task Links in an Email
Complete Links in an Email
URL Access to the Process Instance
Using Multiple EmailData Controls
Determining Section Visibility
Completion Control
Email Complete Link
Offline Completion
Goals
Configuring Goals
Knowledge Views
How Knowledge Views Work
Knowledge View Definitions
Properties Tab
Configure Tab
Options Tab
Advanced Options Tab
Columns Tab
Filter Tab
Knowledge View Operations
Knowledge View URLs
Knowledge View Formatting
Running a Process on Results
Scheduling a Knowledge View
Knowledge View Parameters
Knowledge View Reporting / Exporting
Exporting the Results to a CSV File
Running an Excel Report on the Results
Excel Template File
Machine Learning Object
Meta Data
Creating Meta Data
Using Meta Data
Process Timelines
What is a Process Timeline Definition?
Processes and Subprocesses
Background Operations
Process Timeline Definitions
Process Timeline Options
Process Timeline Activities
Common Activity Settings
Activity Tab
Start When Tab
Completed When Tab
Needed When Tab
Due Date Tab
Notifications tab
Advanced Options Tab
Process Timeline Activity Types
User Activity
Notify Activity
Process Activity
Script Activity
Custom Task Activity
Form Actions Activity
End Process Activity
Branch Activity
Parent Activity
Wait Activity
Managing Process Timeline Instances
Process Timelines in the Content List
Reports
Report Variables
Stream Actions
Workflows (Legacy)
What is a Workflow Definition?
Users vs. Groups
Task Email Notifications
Due Date Management
Asynchronous Operation
Creating Workflow Definitions
Workflow Settings
Workflow Name and Description
Workflow Options
Advanced Options
Workflow Steps
Workflow Task Toolbar
Branch Steps (the route)
Branch Settings
Branch Conditions
Branch Options
Built-in Task Settings
Workflow Step Task Types
User Task
Decision Task
eForm Actions
Parallel Tasks
Process
Comment
Script
Meta Data
Wait
Workflow Package
Routing Slip
Signature Comments
Graphical Administration
Administering Tasks
Workflow Items
Related Workflows
Workflows in the Content List
Viewing Running and Completed Workflows
Attaching New Workflow Objects
Automatic Workflows for Folders
Running Workflows
Task Lists (To Do Lists)
Permissions and Running Workflows
Advanced eForm Options in the Workflow Package
Choosing the Current Form Instance
Running a Workflow from a URL
Manual Workflow
Scheduled Workflow
Implementation Guidelines
Best Practices For Implementation
Accessibility
Accessibility Principles
1 - Perceivable
Sample Accessible Colors
2 - Operable
3 - Understandable
3 - Robust
Managing Content
Content List
Creating Content List Objects
Object Locking
Organizing Content List Objects
Managing Objects
Creating Folders
Managing Documents
Uploading Documents
Searching For Content
Controlling Who Can Create Content
Object Instances
Importing/Exporting Content
Importing and Exporting
Copying Content
Importing / Exporting Users Using Excel
Importing Custom Tasks
Template Library
Importing Data
Direct URL Access to Objects
Workspaces
Document Downloads
Working with SharePoint
Configuring SharePoint
Building the eForm
Configuring Custom Tasks
Running the eForm
Doing a Quick Round-Trip of a Document
Adding a New Document
Editing a Document from the eForm
Custom Utilities
bpUtil Utility
bpImport Utility
Connection Tab
Filter Tab
Options Tab (Import)
Options Tab (Export)
bpEmailImport Utility
Connection Tab
Filtering tab
Options Tab
Windows Scheduler Utility
Managing Users
User Profile
Signature Image File
Anonymous Users
Permissions
Permissions Methodology
Setting Permissions
User Permission Types
Object Permission Types
Document Permission Types
Workflow Permission Types
Form Permission Types
Knowledge View Permission Types
Category Permission Types
Default Permissions for New Objects
Administrators
Adding/Removing Permissions
Permission Exceptions
Changing Existing Processes
Data Flow Analyzer
BP Logix Mobile Application
System Variables
System Variable Parameters
Group Parameter
Encode Types
Pre, Post, and Null
String Cases and Substrings
Pattern, Replace, and Trim
Instance= Modifier
Comma-Separated List (CSV) Strings
Form Fields
Numerical System Variables
DateTime System Variables
Timespan System Variables
Business Rule System Variables
Business Rules
Business Values System Variables
Case System Variables
DateTime System Variables
Current Date
Date
Date Difference
Days Ago/From Now
Is Business Day
Is Business Hour
Is Business Date
Email System Variables
Email Anonymous Task List URL
Email Complete Url
Email Completion Ok
Email Error Status
Email External User
Email Form Instance Url
Email Invitation Ok
Email Reminder Description
Email Result Links
Email Result List
Email Task Id
Email Url
Email User
Incoming Email Address
Form System Variables
Converting To Pdf
Form Attachment Group
Form Attachments
Form Attachment Size
Form Event Name
Form Event Type
Form Field
Form Instance Id
Form Lock Date
Form Lock User
Form Printing
Form Submitter
Is Form Locked?
Is On Mobile Device?
New Form Instance
Num Form Attachments
Submit Date
Goals System Variables
Meta Data System Variables
Attribute
Category
Milestone System Variables
ML and AI System Variables
Miscellaneous System Variables
Calc
Char
Cookie
Custom Variable
Debug_Mode
Document Check In User
Install Path
Interface Url
Knowledge View Definition Name
Knowledge View Number Of Rows
Knowledge View Filter Data
Logo Url
Num Kview Items
Row Next
Row Num
Row Prev
Server Culture
Server Name
Server Version
Server Variable
Session
Set Locale
SQL Permission
Sequence Number
String
String (Right-Hand Side Menu)
Sum
Temp File Path
Temp Folder
User
Web Site Path
Object Information System Variables
Create Date
Create User
Description
Document Text
Folder Path
Name
Object Id
Object Type
Size
Update User
Update Date
Version
Process System Variables
Is Sub-Process?
Process Attachment Group
Process Attachment Size
Process Definition Name
Process In Error
Process Instance Id
Process Instance Name
Process Initiator
Process Message
Process Priority
Process Start Date
Process Status
Process Stop Date
Process Task Due Date
Process Task Running
Process Task Start Date
Process Users All
Process Users All Complete
Running Users
Sub Task Name
Termination Reason
Process Task System Variables
In Running Task?
Sub Task Name
Task Assign Date
Task Due Date
Task Instructions
Task Name
Task On Behalf Of
Task Priority
Task Result
Task Run Time
Task Time Until Due
Timeline System Variables
Num Timeline Attachments
Priority
Termination Reason
Timeline Attachment Group
Timeline Attachments
Timeline Attachment Size
Timeline Average Run Time
Timeline Configured Stop Date
Timeline Definition Name
Timeline Initiator
Timeline Instance Name
Timeline Run Time
Timeline Status
Timeline Start Date
Timeline Stop Date
Timeline Stop Date – Predicted
Timeline Users All
Timeline Users Complete
Timeline Activity System Variables
Active Activity Users
Activity Average Run Time
Activity Bottom Running Name
Activity Description
Activity Due Date
Activity In Error
Activity Message
Activity Name
Activity Reached
Activity Result
Activity Run Time
Activity Start Date
Activity Start Date - Calculated
Activity Start Date - Configured
Activity Start Date – Predicted
Activity Status
Activity Stop Date
Activity Stop Date - Calculated
Activity Stop Date - Configured
Activity Stop Date - Predicted
Activity Termination Reason
Activity Time Until Due
Activity Top Running Name
Activity Users
Activity Users Complete
All Children Activity Results
Any Child Activity Results
Is Activity Past Due?
Is Predicted To End Late?
Is Predicted To Start Late?
Last Child Activity Result
Num Times Activity Run
Parent Activity
Parent Activity Iterated
Parent Activity Restarted
Running Activity Name
User System Variables
Current User
Current User Groups
Group
Group Users
IP Address
User
Workflow System Variables
All Workflow Users
Num Workflow Attachments
Priority
Workflow Attachment Group
Workflow Attachment Size
Workflow Attachments
Workflow Definition
Workflow Definition Name
Workflow Group Name
Workflow Initiator
Workflow Instance Id
Workflow Instance Name
Workflow Result
Workflow Run Time
Workflow Status
Workflow Start Date
Workflow Stop Date
Workflow Termination Reason
Workflow Users All Complete
Workflow Step System Variables
Active Step Users
Branch Taken
Completed Step Users
Step Users
Is Step Past Due
Num Times Step Run
Running Step
Step Description
Step Due Date
Step In Error
Step Instance Id
Step Message
Step Name
Step Reached
Step Result
Step Result Count
Step Run Time
Step Start Date
Step Status
Step Stop Date
Step Termination Reason
Step Time Until Due
Custom Tasks
Custom Tasks
Active Directory
Case
Content Actions
Database Connectors
Documents
Form
Form Data Mapping
IoT
Meta Data
MS Dynamics
PDF
PDF Rich Text Field Support
Process
Salesforce
SharePoint
User
Web Services
Using Custom Tasks
Custom Tasks in a Process Timeline
Custom Tasks in a Form
Custom Tasks in a Business Rule
Custom Tasks in a Workflow
Importing and Upgrading Custom Tasks
Advanced Reporting Component
How do I...?
Software Simulations
Videos
Walk-Throughs
System Administration
System Administration Overview
IT Admin Area
Configuration
Workspaces
Top Navigation Buttons
Home Page Windows
Advanced Options
Partitions
Global Knowledge Views
Object permissions
User Administration
Users
Searching Users
Adding a New User
User Properties
Exporting/Importing Users
Using MFA
Groups
Adding a New Group
Adding Users to a Group
Authentication Settings
Authentication Types
Delegation
Standard Delegation
Shared Delegation
User Directory Synchronization
Creating an AD Sync Profile
Manual Execution
Scheduled Execution
Synchronization Log
Synchronization Issues
Creating an LDAP Sync Profile
Sync Operation
User Perms
User References
Installation Settings
Properties
SMTP OAuth
Global Variables
Database Settings
Licensing
Troubleshooting
Server Control
System Information
Live Stats
User Impersonation
Logging and Log Files
Log Events
Searching the Logs
Emailing Logs
Log Markers
Audit Logs
Run Email Tests
Meta Data Administration
Common Admin Actions
Activity Checking
Backing Up the System
Creating Custom Icons
Direct URL Access to Objects
Workspaces
Document Downloads
Folder Permissions
Replicating Permissions to Child Objects
Load Balancing
Custom Var Settings
Installation Settings
Load Balancing Devices
Rendering Server
Securing Process Director
Properties Settings
Custom Variable Settings
User Settings
User Permissions Page
Built-In User Authentication Options
Content List Permissions
Data Encryption
Audit Log Monitoring
Storing Attachments
Test Server Methodology
Azure Configuration
Working with BP Logix Tech Support
Miscellaneous Administration Notes
Installation
Installing Process Director
Server System Requirements
Installation Process
Installation Environment
Hardware Recommendations
Installation Warning
Process Director Installation Process
Installing Internet Information Server (IIS)
Windows 2008 Server
Windows 2012 Server
Installing Process Director
IIS Web Site Creation
Installation Completion
Database Creation
SQL Server
Oracle
Database Backups:
Database Maintenance
Database Connection Strings
SQL Server
Oracle
IT Settings
Configuration Settings
Other Administrative Considerations
Reinstall/Upgrades/Moving Hosts
Rolling Back to a Previous Installation
Uninstalling
Upgrading to a New Version
Moving to a New Host
Multi-Instance Installations
User Authentication Options
Built-in
Windows Domain Security
Active Directory/LDAP
External
User Authentication Configuration
SAML 2.0 (Federated Identity) Support
Authentication Options
Implementation Details
Process Director Configuration Settings
User Mappings
Configuration
Miscellaneous Installation Notes
Scheduler Module
Scheduler Module Overview
Architecture
Schedule picker control
Knowledge Views
Implementation
Schedule form
Schedule workflow
Audit Form
Workspace
Scheduler Picker Control Tag
Azure and Process Director
SharePoint DataSources
Tenant-Based SharePoint Configuration
SMTP OAuth
O365 CDA
Configuring O365 CDA
SAML Configuration
Full Scope App Registration
Site App Registration
Site Permissions
Site Settings
Process Director Settings
O365 CDA Installation Settings
SharePoint External Access
Database Reference
Table Relationships
Key Relationships
Workflow
Workflow Instance
Timeline
Timeline Instance
Form
Content
Detailed Relationships
Workflows
Workflow Instances
Timelines
Timeline Instances
eForms
Partition Content
Content Mapping
Table Definitions
tblADSync
tblAuditLog
tblBusinessValue
tblBusinessValueProperty
tblCase
tblCaseData
tblCaseInstance
tblCaseProperty
tblCat
tblCatAttrib
tblChart
tblChartGaugeRange
tblChartSeries
tblChartVar
tblCondition
tblConditionSet
tblContent
tblContentMap
tblDBConnection
tblDocument
tblDocVersion
tblDropDown
tblDropDownValue
tblFolder
tblForm
tblFormControl
tblFormInstance
tblFormData
tblGoal
tblGoalAction
tblGroup
tblIdentity
tblImportDB
tblKView
tblKViewColumn
tblKViewNav
tblMembership
tblObject
tblObjVersion
tblParm
tblPartition
tblPaymentGateway
tblPerm
tblPortlet
tblProfile
tblProjActivity
tblProjActivityDepend
tblProjActivityInst
tblProjActivityNotify
tblProjActivityNotifyInst
tblProjActivityUser
tblProjActivityUserInst
tblProject
tblProjectInstance
tblProjectResult
tblReport
tblReportDS
tblReportVar
tblRule
tblRuleValue
tblSchemaCat
tblSchemaCatAttrib
tblSettings
tblTaskList
tblUsage
tblUsageAlerts
tblUser
tblValidation
tblWfBranch
tblWfInstance
tblWfStep
tblWfStepInst
tblWfStepNotify
tblWfStepNotifyInst
tblWfStepUser
tblWfStepUserInst
tblWorkflow
Internal VIEWs
bpProcess View
bpProcessTask View
bpProcessTaskUser View
bpUser View
bpTaskList View
Audit Log
Development/SDK
Development Overview
Script Types
.NET eForm
Customization through Scripting
Custom Scripting/Development
Installing the BP Logix Visual Studio Plugin
Form Scripts
Process Scripts
Process Script Handlers
Knowledge View Scripts
Custom ASPX Pages
Creating ASP.NET Forms
Developing a Form in the .NET environment
Form Controls
AddRow
Array
ArrayRemoveRow
ArrayMoveUp
ArrayMoveDown
Attach
AttachKview
AttributePicker
bpButton
bpCheckBox
bpLabel
bpString
bpTextBox
ButtonArea
Calculate
Cancel
CategoryPicker
CommentLog
ContentPicker
ControlPicker
DatePicker
DateTimePicker
DateDiff
DBConnectorPicker
DropDown
FormErrorStrings
FormInfoStrings
GroupPicker
HTML
IgnoreSection
KView
ListBox
Print
Radio
RemoveRow
RichText
RoutingSlip
Save
Section
ShowAttach
ShowAttachKView
SignatureComments
Sort
Sum
SysVar
Tab
TabContent
TabStrip
TabStripContent
TimePicker
UserPicker
Javascript and eForm Controls
Custom Portlets
Custom Tasks
What Custom Tasks Can Be Used For
How Custom Tasks Work
Configuration vs. Running
Workflow Custom Tasks
eForm Custom Tasks
Creating a Custom Task
Web Service Custom Tasks
SDK Classes
bp Class
Methods
Business Value Class
Properties
Methods
Case Class
Properties
Methods
ConditionSet Class
Properties
Methods
ContentObject Class
Properties
Methods
DataSource Class
Properties
Methods
DocumentObject Class
Properties
Methods
Dropdown Object Class
Properties
Methods
DropdownValue Object Class
Properties
Methods
Constructor
Excel Class
Folder Class
Properties
Methods
Form Class
Properties
Methods
Events
FormControl Class
Properties
Methods
FormMessageString Class
Properties
Constructor
Group Class
Properties
Methods
MetaCategory Class
Properties
Methods
Partition Class
Properties
Methods
PDF Class
Process Class
Properties
Methods
ProcessTask Class
Properties
Methods
ProcessTaskUser Class
Properties
Methods
Project (Timeline) Class
Properties
Methods
ProjectActivity Class
Properties
Methods
ProjectActivityUser Class
Properties
Methods
Report Class
Rule Class
Properties
Methods
SystemVariable Class
Properties
Methods
SystemVariableContext Class
Task Class
Properties
Methods
User Class
Properties
Methods
Workflow Class
Properties
Methods
WorkflowStep Class
Properties
Methods
WorkflowStepUser Class
Properties
Methods
Workspace Class
Properties
Methods
Javascript APIs
Language/Culture Localization
Customization File
Form Control Styles
Creating Your Own Custom Variables
Session Variables
Shared Delegation
Custom Variables
Active Directory
Administration
Auditing
Default Settings
LDAP
List Maximums
Logs
Miscellaneous Variables
ML/AI
Mobile Application
Password Enforcement
Process Admininstration
Reporting Tool
REST
SAML
Social Media
System
Tasks
User Info SlideOut
User Interface
Users
UI Customization
Using Web Services
Web Service Authentication Settings
Extending BP Logix Web Services
Calling Other Web Services
Web Services
wsAdmin
wsCase
wsContent
wsForm
wsGroup
wsReport
wsRule
wsTimeline
wsUser
wsUtil
wsWorkflow
REST Services
XML and JSON REST Services
XPath and JSONPath
Quick Links