Knowledge Base

Library

• Announcement Messages for Library Users
• BusinessOptix Quick Start Guide
• What's New with BusinessOptix version 7.0!
• Library Governance Recommendations
• Check In/Out from the Browse view
• How to create a new stencil

See all 7 articles

Author

• Process Transformation, Planning and Analysis
• Rapid Process Discovery
• How to Create a Kanban Board
• Copying a model or diagram in Author
• Adding Anchors to Text
• Creating a Process model using BusinessOptix Author

See all 34 articles

Forms

• How to create a Form Model

Master Data

• Master Data and You: Questions answered
• How to add Master Data to your model

Dashboards and Data Sources

• How to Configure a Data Source for a Dashboard

Import/Export

• Create a Process Model from CSV
• Importing and Exporting models in BusinessOptix
• Importing Forms from Excel

Manage

• How to disable major version editing in BusinessOptix Author
• The Administrator's Guide to Managing a BusinessOptix Library
• Limiting folder creation to Admins
• Managing Groups in Library
• Managing Access Controls in Library
• Managing User List in Library

See all 9 articles

Outputs (Viewers and Participants)

• How to tag users in a comment
• Role Based Views for Viewers
• Viewing Variant Processes

Process Mining

• Overview of Process Mining with BusinessOptix
• Import a CSV for Process Mining

Reports

• Dashboards and Data Sources
• How to set up a standard report model
• How to create a Forms Report Model
• BusinessOptix Default Reports

Workflow

• Sending a model through a Workflow
• How to create a Workflow Model