Related Topics
Implementation Guidelines
While knowledge of the various Process Director objects is vital to creating any application, there are several Best Practices we recommend you follow. Additionally, knowing how to import and export data, how to organize your Content List, and other equally important topics will make your job as an implementer much easier. The topics in this section will provide more in-depth knowledge of how your applications will work, and provide valuable information for both initially creating applications, and for managing them over a longer term.
The topics in the section can be accessed via the Table of Contents that is displayed on the upper right corner of this page, or by clicking one of the links below.
Best Practices For implementation: Following these guidelines will make your implementations work more smoothly, be easier to maintain, and will enable you to make necessary changes more quickly, as personnel or processes change and evolve.
Managing Content: Recommendation on how to organize the Content List, create, import and export objects, use the Process Director import and export utilities, use the Template Library feature, and more.
Managing Users: Information about how users are created, user profiles, and external/anonymous users.
Permissions: Instructions for setting and managing object permissions in Process Director, and recommendations for implementing an effective permissions methodology on your Process Director installation(s).
Changing Existing Processes: An explanation of how Process Director handles changes to existing applications, what to expect when importing a modified application, and how in-flight processes will respond to various changes.
Accessibility: A detailed explanation of how WCAG accessibility guidelines apply to Process Director, important legal considerations about accessibility, and recommendations on how to implement accessibility guidelines into your Process Director applications.
Data Flow Analyzer: A description of, and instructions for using, the built-in Data Flow Analyzer to see how your application is using data in real-time, as you develop data-driven applications.
BP Logix Mobile Application: Instructions for using the additionally-licensed mobile application component that is available for Process Director.
Documentation Feedback and Questions
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