How-Tos

Table of Contents Definitions Viewing the adapter list Creating an adapter Adapter setup Deleting an adapter Definitions An adapter is a module (compiled as a DLL) that provides custom connection and communication route to integrate the Platform with external systems Use the Adapters section to load and compile custom modules to connect t... Read More

Table of Contents Use Case Instructions Formula Syntax Use Case You can calculate an attribute value ​​from several values and use it as the record title. This can be useful for more convenient searching, composing user-friendly titles for records, tasks and reference fields, and other purposes. In this article, we will create the Case name ... Read More

Table of Contents Use Case Prerequisites Instructions Create an Excel Export Template Create a Word Export Template Use Case In addition to the standard export template feature, you can configure a custom data export using a C# script with more flexible data processing. For example, you can apply data filters, replace data, or reformat the v... Read More

Table of Contents Use Case Prerequisites Instructions Formula Syntax Use Case The CMW Platform can calculate an attribute value on the fly (without storing it in the database) using a formula, N3 expression, DMN table, or another attribute. In this article, we will configure the automatic client assignment for the currently logged-in user. P... Read More

Table of Contents Use Case Prerequisites Instructions Formula Syntax Use Case You can show or hide a button depending on the application context. For this, define the button Display condition using a formula or an N3 expression. In this article, we will create and configure the Add new item button to be visible only when the Request Status i... Read More

Table of Contents Use Case Prerequisites Instructions Formula Syntax See Also Use Case In some cases, you might want to display a color indicator in a field to quickly understand whether a date has passed, a status has changed, a deadline is overdue, etc. To achieve this, use an HTML text attribute that changes its formatting conditionally. ... Read More

Table of Contents Use Case Prerequisites Instructions Formula Syntax See Also Use Case In the CMW Platform, the applied theme defines display formatting for all fields. You cannot specify formatting for the individual fields. But you can customize the font, color, or other formatting properties for the Text attribute with the HTML text displ... Read More

Table of Contents Use Case Prerequisites Instructions See Also Use Case In the CMW Platform, a Record attribute is used to select values from another record template. By default, a Record field lists all records linked to the attribute. But in some scenarios, you might want to show only certain records.  To limit the record set displayed in the... Read More

Table of Contents Use Case Instructions Mask Regular Expression Syntax Use Case In the CMW Platform, you can define a regular expression mask for the Text attribute display format. When the user enters the attribute value, the mask restricts it to the specified format. You can use the preconfigured E-mail address mask or specify a Custom mask. ... Read More

Table of Contents Use Case Prerequisites Instructions Formula Syntax See Also Use Case In the CMW Platform, you can define a set of rules for any form to control its element behavior. Each rule can include several conditional actions: Set field values Show field validation warnings and error messages Change element access mode: require entr... Read More

Table of Contents Use Case Instructions Use Case The CMW Platform can send and receive e-mail messages with any data: requests, inquiries, etc. In this article, we will set up the e-mail connection and communication route to receive and parse requests in a business process. Instructions Create a new E-mail receiving connection. Specify the e-m... Read More

Table of Contents Use Case Prerequisites Instructions Script Syntax See Also Use Case In addition to the standard export template feature, you can configure a custom data export using a C# script with more flexible data processing. For example, you can export several collections or multi-value attributes from a record. In this article, we wi... Read More

Table of Contents Use Case Instructions See Also Use Case The CMW Platform allows restricting the field value display and selection using the Filter property in the form designer. The field Filter property is available for the following attribute types: Account — filter accounts to display. Record — filter records to display. Recor... Read More

Table of Contents Use Case Prerequisites Instructions Formula Syntax See Also Use Case In the CMW Platform, you can define a set of rules for any form to control its element behavior. Each rule can include several conditional actions: Set field values Show field validation warnings and error messages Change element access mode: require entr... Read More

Table of Contents Use Case Prerequisites Instructions Link the Templates Directly Link the Templates via an Intermediate Template Use Case In the CMW Platform, you can define a many-to-many relationship between two record templates. A many-to-many relationship links several records from one template to several records in another template.  F... Read More

Table of Contents Use Case Enabling Task Notification Sending Default Task Notification E-mail Customizing the Task Notification E-mail Use Case The CMW Platform can send users notifications about the tasks assigned to them. You can use the default task notification e-mail or create a custom task notification e-mail. Enabling Task Notification ... Read More

Table of Contents Use Case Exporting an Application Importing an Application Use Case You can export and import the applications to transfer your business solution configuration between the CMW Platform instances. For example, you may develop and test the application on a development server and then transfer it to the production server. Exporti... Read More

Table of Contents Use Case Prerequisites Instructions Use Case Apart from using the built-in QR code attribute, you can generate a QR code using C# and a third-party service on a button click. You might want to do this to generate a special barcode or customize the QR code: change its size, color, image format or correction level, ad a logo ove... Read More

Table of Contents Use Case Prerequisites Instructions Formula Syntax Use Case You might want to generate the e-mail body using a template with placeholders for variable data, for example, to notify the users about work results or deadline changes. In this article, we will generate the notification text sent to employees during the vacation r... Read More

Table of Contents Use Case Instructions Obtaining the GET Request URL for a Template  Importing Data to Excel Use Case Using the CMW Platform API, you can import the application data to Excel (via Power Query) or BI systems. In this article, we will import the data from a record template into an Excel file using the CMW Platform API and the ... Read More

Table of Contents Use Case Prerequisites Instructions Use Case In the CMW Platform, you can import data to a record template and link the imported records to the records in other templates. In this article, we will import an Excel sheet containing several clients' requests and link the imported requests to the corresponding client records.... Read More

Over time, your company may need to adjust previously configured business processes. This could be due to a change in company structure, industry standards, or business requirements. One way or another, you need to promptly make the required changes to the processes. A key benefit of the CMW Platform is the ability to change your workflow on the fl... Read More

After installing CMW Platform and logging into the product for the first time, the administrator is granted access to all sections of the system. Setting up a business solution starts with a business application. A business application is a collection of related sections, settings, and data, and is also the main element for transferring configurati... Read More

This article describes an example of a client contracts filter on the request form. The system names of the record templates and attributes used in the example are given in the table: Record template Attributes Requests contractclient_requestor Contracts client The following functions and operators will be used in the expression: "EQUA... Read More

Usually, users select the necessary value from the drop-down attribute with the “Record” data type that shows either the display attribute or the object ID of the specified record template. In some cases, this information is not enough, and then the values ​​of several attributes can be joined to form a complex displayed attribute (see article Comb... Read More

To control the due dates of the tasks assigned to users, CMW Platform has a built-in functionality in the task settings that allows you to specify the amount of time, up to seconds, within which the user must complete the task. But there are cases when the due dates must be set taking into account working days and hours. For this purpose there are ... Read More

Comindware Business Application Platform has a tool for visually displaying stages — chevrons. A distinctive feature of chevrons is the ability to paint each stage with a different color according to a specified rule. To correctly set the color representation of the chevron, it is important to set the correct conditions. The coloring logic is... Read More

Global notifications are global messages, or alerts for all users of the system (for example, a notification about maintenance works). Global notifications are displayed for all logged users in the «Notifications» tab, as well as on the login page, for a specified period of time. To configure global system notifications, follow these steps: 1. Go t... Read More

CMW Platform, in its basic configuration, supports sending system notifications to a user on a given task as well as process notifications with information from a business process. Sometimes it becomes necessary to set up reminders for an employee about his open tasks, for example, every day at a certain time. For this setup, it is necessary to cre... Read More

Table of Contents Use Case Setting up the Processes and Templates  Use Case When setting up a process, you often get several options for its completion logic. For example, you stop the process when an inquiry may be approved or rejected. Or you might need to end the process from the outside, for instance, if the initiator wants to withdraw a co... Read More

When building a business solution, it is a good practice to create several instances for different purposes: development instance, test instance, production instance; and then transferring solution settings between instances. Business solution settings can be transferred in 4 ways: 1. Transferring a database. In this case, all the settings of the i... Read More

The concept of context is always used to set up business logic and calculations in CMW Platform. First of all, any information system has a database, and in order to get some data from it, you need to write a query to the database. The context is the starting point of a database query. Context boundaries are record templates, process templates, and... Read More

Table of Contents Record Template Definition Data Model Diagrams Class Diagrams See Also Record Template Definition The application data model in the CMW Platform is built upon the record templates. You can think of a record template as a registry, table, entity, or class. The record template is defined by its attributes (similar to the class a... Read More

When setting up solutions, it may be necessary to calculate a direct URL link to objects with a dynamically affixed object ID, whose belonging to a particular template is not known in advance. Such a problem can arise, for example, when generating notification templates that require one reference to objects from potentially different templates, or ... Read More

Information about all users of the system is contained in the system section "Accounts". The "Account" form displays some basic information: Full name Login Email Manager etc. When creating your own solution, you may want to extend the user information with additional attributes. For example: for the HR personnel: employee number, date of entry ... Read More

In Comindware Business Application Platform you can configure the ability to mass process multiple records in a table, for example, if you need to change the status of several requests at the same time, confirm the payment of several invoices, etc. This article considers an example of the mass assignment of responsible persons for requests and the ... Read More

Table of Contents Use Case Using the Data Model or Class Diagram Designer Operations in the Diagram Designer Diagram operations Selected template operations See Also Use Case In each CMW Platform application, you can create data model diagrams and class diagrams. See Understanding the Application Data Model. The data model and class diagr... Read More

Record template in CMW Platform is a data registry, like an Excel sheet or table in a relational database. Application in CMW Platform is a separate business solution, which has its own set of templates, diagrams, roles and variables, as well as its own navigation, integration and data path sections. CMW Platform provides many options for how appli... Read More

The attribute with the «Date & time» data type is used in CMW Platform to record and display data in date and time format. The attribute with the «Date & time» data type is stored in the database in the «UTC 0» time zone: "op.117": "2020-12-10T07:45:00Z" On the form or on the table, it is displayed in the server time zone, which is ... Read More