Related Topics
For Process Director v5.43 and higher, a set of custom utilities is available from the Downloads section of the BP Logix Support site as a downloadable ZIP file that contains an import of all the custom utilities. These custom utilities include an assortment of processes and reports intended to assist Process Director process and system administrators. When importing the custom utilities, extract the PDZ file and import it into the root folder of your Process Director Installation.
The initial import will create a [Custom Utilities] folder in the root of the partition, which contains the new utilities. Subsequent imports will overwrite the [Custom Utilities] folder with updated versions.
Each subfolder in the [Custom Utilities] folder contains a different utility with its own instructional PDF. The following custom utilities are included:
- E-mail Templates Link Report: Enables you to select a Process Timeline to see which e-mail templates it or its activities uses, or to select an Email Template to see which Process Timeline and activities use it.
- Find Tables by Column Name: Searches your Process Director database by a full or partial column name and displays a report of any tables or SQL views containing a column with that name.
- Form Instance Counts Report: Generates a report on the number of form instances submitted, with counts grouped by form definition and month. This report can be filtered by month, year, and user.
- Import Users: This customizable process enables you to import users into Process Director using a CSV file generated by an external system. It includes a sample file and instructions on how to customize the process. This utility will add and update users as required based on the CSV content.
- Permissions Report: This report displays the current permissions set on user-facing objects in Process Director. It can be filtered by object type and permission type.
- Process in Error: This configurable utility runs daily and sends an e-mail notification to the configured user(s) when any process is in error. This utility reduces the chances of errors being overlooked by process or system administrators.
- Processes by Group Report: Generates a report for a selected User Group of any processes where that group is explicitly assigned to a timeline task.
- SQL Views and Business Values Report: Generates a searchable report of all SQL Views in the system, and the Business Value queries that utilize them. Selecting an existing SQL View enables you to see its fields and associated Business Values.
- Task Duration Report: Generates a chart of the average duration to complete tasks, as well as a report that displays details on individual user tasks. This report is searchable by Process Timeline, Activity name, and date range to see how long user tasks are taking to complete tasks.
- User Task Completion Report: Enables you to select a user and date range to see a report of which tasks the user has completed during the selected date range. The report includes the task result and Routing Slip comments.
Documentation Feedback and Questions
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