FlowDocs Reports User`s Manual for BlueCielo IC
Contents
1. Link 2 RevisionState Revision State RevisionState Condition The Report must have a property with name vault that defines the Vault Name of the document The Vault must be configured in Vaults section see Reports Configuration Meridian Vaults FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Create Link User can create a link to an external web User must press button and the window will pop up as the image that is shown below Link a url Alias Document State http local document aspx amp DocumentID 2 SS Document D 4 Properties DocumentID Add parameter Alias Defines the name of the column where the link is show Url Defines the url to access to external web Add Parameter Adds a property as parameter to the url The parameter name can be edited directly in the url Value will be replace on execution time Note Don t change value Example SsDocumentIDSS because system will not recognize it before change it in execution time Edit Report To edit a report user must click on edit button in the grid row of the report to edit After this action edit report window will appear After the user completed required data must click ok button to save changes E 40 Demo Vault Total 2014 Reporte Documentos Demo Demo Documents Generales CO Delete Report To delete a report user must click on dele2. user need to configure SMTP servers to send notifications FlowDocs ome M localhost 65530 FlowDocs asp 2014 Innova Cad Vision Version 1 0 0 26176 Notification amp Distribution aem ET e esca Drag a column here group by that column ere to a Gp coniguraci n ENE E 1 gmail smtp gmail com Y A GO c BEA caan BEA Notifications Message 8 SMTP servers 7 Dashboard m BI Business Intelligence Reports Pending Tasks My Work List 4 FTTN d Pevortes rm 3 Personal Panel q Notification amp Distribution amp PM Project Management ds Time Report Personnel Hours ES Plant Inspections K Security I4 4 Page 1 Jof1 gt HI FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com New SMTP Server configuration To create a new SMTP Server configuration user must press on New SMTP Server Configuration window will pop up as image shown below After the user completed required data must click ok button to save changes SMTP Configuration ID Hame SMTP Port User Mail User Password SSL Validation Email Account Sent Email Administrator T Mandatory fields are bold Test Connection This configuration depends on SMTP Test SMTP Connection User can test if SMTP is valid by clicking on Test Connection button in CRUD or in SMTP co
3. SMTP servers 7 Dashboard m BI Business Intelligence Reports 1 Pending Tasks My Work List a FTTN 3 Reportes FTTN tre 3 e 3 I4 4 Page 1 ofi b gt i FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com New Notification Type To create a new Notification Type user must press on New Notification type window will pop up as image shown below After the user completed required data must click ok button to save changes Code EXAMPLE Notify Administrator Ml Description This is an example Subject Mew example docum ent Message Table Format Meridian Doc i Mandatory fields are bold Code The is use to create the notification according the Type Note In Meridian user can call an Stored procedure as AddNotification Code Vars delimiter where Code is Notification Type code Vars is a String containing pair variable value for example vars can be 5SMeridian DocSS Example doc SSDateSS Now and delimiter will be Description is a text to explain notification type usage Subject is the subject of the email to send Message is the message format use for this notification FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Notification Message Format User can define a message format to use in different kinds of noti
4. contractor reece z Dashboard BA BI Business Intelligence Reports Pending Tasks My Work List a FTTN 3 Reportes FTTN 3 Personal Panel d Notification amp Distribution amp PM Project Management ca Time Report Personnel Hours e a2 Turn on off Notification User can uncheck every enabled notification Mandatory notifications have disabled checkbox FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contacto 2 flowdocs com
5. must press on New Dashboard window will pop up as image shown below After the user completed required data must click ok button to save changes Dashboard ID Add Item Issues Open Grilla Tendencia NC Gr fico de lineas Issues Gr fico de barras Issues closed Grilla Name Name of the dashboard that represents the groups of reports configured Items List of reports of the dashboard To add an item press on add item button FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Add Edit Grid Item An item is composed by a report defined on report configuration The data can be show as a grid and is very simple must select the report to show input the title and select the grid type as shown in image below Edit Item ID Demo Docs zc Demo Documents P Mandatory fields are bold FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Add Edit Chart Item An item is composed by a report defined on report configuration The data can be show as a chart Edit Item EstadoDescripcion EstadoDescripcion Not Apply EstadoDescripcion Cantidad TAGEquipo TAG T Mandatory fields are bold FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contacto 2 fflowdo
6. new rule user must press on New notification rule window will pop up as image shown below After the user completed required data must click ok button to save changes Contractor_Message New revision load for contractor Motification Type dM accu DocumentChange Document Type ContractorDocu ment 1 Mandatory fields are bold Notification Type Select the notification type to execute for this rule Event Transition Is an event or workflow transition that occurs in system In case of Meridian this can be for example the event after new document Document Type is a variable that depends on document type in case of Meridian but can be use as other variable Note In Meridian on event After New Document system can call an Stored procedure as AddNotificationRule Event DocumentType Vars Delimiter where Event is AfterNewDocument DocumentType is the document Type that has been created Vars can be SSMeridian_DocSS Example doc SSDateSS Now and Delimiter will be In this case on every Meridian implementation the notification can be different depending on functional needs without modifying Meridian code FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Personal Panel The personal panel contains the user personal data and allows user to manage his password email and others Also user can turn on off notifications that
7. table gt Footer Y Mandatory fields are bold If user wants to see message format result must press on html tab to see if the html generated is fine Edit Notification Message Ee ENE Name Table Format Document Date Meridian Doc Date P Mandatory fields are bold FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contacto 2 fflowdocs com Notification Rule A Rule is use to call notification creation in automatic way If user defines a set of rules and calls this rules from the code the user can manage which notification type call for each rule depending on functional implementation Rb FlowDocs AT a localhost65530 FlowDocs aspx E Welcome Demo 0 2014 Innova Cad Vision Version 1 0 0 31229 Notification amp Distribution ET Gees Notifications ges Drag a column here to group by that column d i 1 NewRevision ContractorDocument y y Notifications Types SCH A geaen Notifications Rules mE Notifications Message s SMTP servers Dashboard E BI Business Intelligence Reports Pending Tasks My Work List 3 3 Reportes FTTN a Rip zos IK 4 Pagej1 jof1 ul FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com New Notification Rule To create a
8. Filter Logic operator Land y Add new Filter To add a new filter user must press After this action a screen will pop up as image below n New Filter 1 Properties DocumentID RevisionState ToDoAction Filename StateText DocumentTypeDisplayName c Custom Area ToDoPerson ID Win User Connected ID User Connected Allow wildcards Select view property and set the value depending on property type Text Property If the property type is text user can use wildcards Example Property Filename Value txt This filter will make report to show only text files Text properties Variables Systems variables to add to filters on execution time FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com ID Win User Connected This variable depends on the user logged to system It is user domain ID ID User Connected This variable depends on the user logged to system It is user FlowDocs ID Date Property If the property type is Date user can use operator to compare dates By Specific Date Dates comparison depends on the specific date entered by user By number of Days Dates comparison depends on the report execution date less than days entered by user Note Days can be negative if report needs to show records with dates after execution date Example Report Projects to commit in next 30 days Filter 1 Property D
9. FlowDocs User s Manual FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contacto 2 flowdocs com Contents PP 4 First Login o after e EE Word ainia 4 DASHBOARD ss 5 REPORTS ee E 6 Database ON VC UOS ea EA EE eas tere gece OO ERG De 7 New Database Connection iese se ee ee ee AA ee ee Ee ee ee Ge 7 Edit Database COMMCCUON E 8 Delete Database Connection 8 Test Database COMME ELON esse Ee Ee E ee EE GE ER E 8 NEW ROPO AT EE EE OE EE EA NE 9 Data Fiter PINO EE EE Po o T 10 Ee ie Cl EEN 12 REO POO Sie ss SE RR nce EE EE E TU MEN 13 A PP e o O ECO en 14 Delete ROO cea 14 SCHINE REDO Fe SOC NO V 15 GOUD RR N cs cg gage nc m 16 NEW OTOP fe Y 16 Meridian WEI 18 Near Mer dim ez ULIS sue epaciaaesenatias 18 Dashboard Cone slt e EE 19 New Dis boord ik RE ED ee Ee ee ais 20 settle DAsnboOard Seel ed GE SERE oT 23 prende uen KE 24 SM are eV RE Om Uo mmm 24 New SMTP Server CONTE ratio ses ie ei dire 25 IE eu CONNEC CUON ss ei Ee EE Re Re Ee ee EG Ge DOE Oe ER Ge EE EE DE 25 FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contac
10. TTN 340 Welcome Demo 0 Shown in Left Menu Actions False M Page 1 jofi ui To create a new Group user must press on After this action new Group window will pop up as image shown below After the user completed required data must click ok button to save changes Edici n de grupo de vistas amp Name Pending Tasks My Work List Vistas de sistema Inspecciones Lo Dashboard Reportes Pending Tasks My Work List FTTN Reportes FTTN Personal Panel P Mandatory fields are bold FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Group in Menu Left To show the Group as an item of the Menu User must click on checkbox Show in Menu Left After this action user must select an image to use in menu and define the position in menu of the group item The result of this action is shown in the image below Pending Tasks My Work 4 Reports gt Worklist Demo FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contacto 2 flowdocs com Meridian Vaults Access User can define a Meridian Vault to access to documents in reports that shows needed information To access to Meridian Vaults configuration user must press on Meridian Vaults button New Meridian Vault To create a new Meridian Vault acces
11. are not mandatory User Personal Data User can edit its own personal information or change his password Rb FlowDocs ET a localhost65530 FlowDocs aspx Welcome Demo o sion 1 0 0 26176 Personal Panel FA Personal Data esc Y Notifications Grid ET A Personal Data D Domain User Name Demo E Mail demo flowdocs com Title Dr Organizational Unit Meridian Worklist Demo Dashboard Change Password B BI Business Intelligence Reports Pending Tasks My Work List a FTTN N notes Frm 3 Personal Panel d Notification amp Distribution amp PM Project Management El Web Docs Upload amp Download H4 Time Report Personnel Hours 7 h Plant Inspections rn Security Change Password User must press on Change Password button and complete data required in change password form FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contacto 2 flowdocs com Notifications grid The notification grid contains all the notifications that user must receive mandatory notifications or can receive FlowDocs Welcome Demo 0 ova Cad Vision Version 1 0 0 31738 Personal Panel e A Personal Data Drag a column here to group by that column r 2 3 me E Specialist_Message New document to review by Specialist Contractor_Message New revision load for
12. ateToCommit Operator Days 30 Filter 2 Property DateToCommit Operator Days O Number Property If the property type is Number user can use operator to compare numbers with a constant defined Example Report Documents with Revision O or 1 Filter Property RevisionNumber Operator Number 1 FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contacto 2 flowdocs com Expand Shrink Data Filter Panel To expand Data Filter panel press Fi To Shrink Data Filter Panel press Group By Panel Defines the properties of the views to Group information Add new Property to Group By To add a new property user must press After this action a screen will pop up as image below Select a property and press Add Property button Select Group By Property ToDoAction e mI After this Report will be organize grouping information as defined in configuration phase as image shown below Worklist Demo 25 ToDo Action Meridian DocumentID Revision State ToDo Action File name ToDo Person Document Type Approve changes issue document or send for review D 01 000075 dwg Manager Approval Demo Drawing Approve changes issue document or send for review D01000075 dwg Manager Approval Demo Drawing Approve changes issue document or send for review D01000075 dwg Manager Approval Demo Drawing Change 000027 Project Attachment doc Under Cha
13. cs com Setting Dashboard Security User can define which roles can view the dashboard For this on dashboard row user must click on to access Dashboards Permissions BI Business Intelligence 4 Reports 4 Generales EN CUN Data Library Demo ri Plant EE My Todo List 7 Demo Documents 4 Configuration Y Reports ES Dashboard Y Groups _ After this action Dashboard Permissions window will pop up as image below Permissions Function Dashboard My Todo List Roles ETE Visualizer Everyone Reportes Marketing FTTM ven Permissions Read Create_Modify 1 Mandatory fields are bold Cancel Selecting each role user can define if dashboard can be accessible for the selected role by checking read option This function is accessible for users that can create update dashboards FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com NOTIFICATIONS Notifications module allows user to notify and distribute work easily It allows user to define types for create a notification on any milestone of the process and to define rules to manage notifications in automatic way This module also works with Sql Server Stored procedures useful to create notifications in Meridian and also a service that can be run as a Windows server task to send the notifications SMTP Servers First of all
14. eguimientoFTTN Seguimiento FTTN Reportes FTTN al ad al ad al EC al CCE ccecccecceccc Frentistas Reportes FTTN Permissions Function Data Library Demo Roles Visualizer Reportes Marketing FTTM Given Permissions Create Modify 1 Mandatory fields are bold Cancel Selecting each role user can define if report can be accessible for the selected role by checking read option This function is accessible for users that can create update reports FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Groups User can define groups of reports to organize them Also a group can be an item of the menu left to have access directly to reports To access to Groups configuration press y Groups FlowDocs HD localhost 65530 FlowDocs aspx 2014 Innova Cad Vision Version 1 0 0 26176 BI Business Intelligence EZ tos 4 Reports 4 Generales 7 Data Library Demo 7 Demo Documents 4 ie Configuration Ze Reports EE Dashboard Y Groups Connections Meridian Vaults 7 Dashboard 2 Bl Business Intelligence Reports 1 Pending Tasks My Work List 37 N ad gv 6 MIA New Group Drag a column here to group by that column Name Generales Plant Inspections Reportes FTTN Description Grupo de Vistas generales Views for Meridian Plant Inspection System Reportes de F
15. fications This message format allows to generate a format for example to notify users of the new documents despite the different groups to notify Rb FlowDocs ET a localhost65530 FlowDocs aspx 2014 Innova Cad Vision Version 1 0 0 31229 Notification amp Distribution fe Ges D 1 Notifications ZE A Drag a column here to group by that column a Gp comguraci n Eo o io r z 3 1 Table Format A 9 Notifications Types D Notifications Rules pay Notifications Message er SMTP servers Dashboard al BI Business Intelligence Reports Pending Tasks My Work List a FTTN 3 Reportes FTTN ev 50 2 I4 4 Page 1 ofi HI FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com New message format To create a new message format user must press on New message format window will pop up as image shown below After the user completed required data must click ok button to save changes Edit Notification Message lt table borderz 1 width 100 color DarkBlue Foreground White gt lt tr gt lt td width 50 gt Document lt td gt lt td width 50 gt Date lt td gt lt tr gt Header lt table gt Add Variable Definition v Add lt table border 1 width 100 gt lt tr gt lt td width 50 gt Meridian_Doc lt td gt lt td width 50 gt Date lt td gt lt tr gt lt
16. ibraryTraining User ID sa Password Ai O 4 1 2 Configuration 9 Demo Vault Total 2014 Data Source SQLEXPRESS Initial Catalog EflowTotal Integrated security true Y x 10 FTTN Data Source SQLEXPRESS Initial Catalog FlowDocsFTTN integrated security True P M o d M ad Reports K Dashboard gt Groups a Connections Meridian Vaults _ Dashboard BI Business Intelligence Reports Pending Tasks My Work List gie N la a E EEE la Page 1 Jofi MI New Database Connection To create a new connection user must click on After this action new connection window will appear as image shown below After the user completed required data must click ok button to save changes Edit Connection Password RT E SEW Data Source SQLEXPRESS Initial Catalog DataLibraryTraining User ID gggPassword Gam FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Edit Database Connection To edit a connection user must click on edit button in the grid row of the connection to edit After this action edit connection window will appear After the user completed required data must click ok button to save changes 8 Data Library Training Data Source SQLEXPRESS Initial Catalog DataLibraryTraining User ID sa Password Ve Delete Database Connection To delete a connection user must click on delete bu
17. in enviar o 0 5 NCIN223F0001 02 Creada oct nov dic ene feb 2 Fecha 5 NCIN223F0001 03 Creada 1 i Abierta Totales D a A m Issues Issues closed f N pe TAG Drag a column here to group by that column 5 BJ ES 33 Ga 3 1 0 Estados 3 Creada con recomendaci n sin enviar 3 Creada The Dashboard is composed by one or more reports These reports are configure in Reports module and are assigned to user by roles see reports configuration FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contacto 2 flowdocs com REPORTS Reports module allows user to create reports easily and in a few steps First of all user need to configure database access defining database connections FlowDocs E M localhost 65530 FlowDocs aspx 2014 Innova Cad Vision Version 1 0 0 25409 BI Business Intelligence 4 Reports 4 Generales Dr Drag a column here to group by that column 7 Demo Documents 29 4 1 Configuration 30 31 ES Reports id Dashboard 35 Y Groups 36 40 45 Meridian Vaults 46 A gt gt Connections 7 Dashboard BI Business Intelligence Reports Pending Tasks My Work List rm 3 Reportes FTTN Plant Inspections Plant Inspections Plant Inspections Plant Inspections Plant Inspections Data Library Training Data Library Training Demo Vaul
18. nge ProjectDocument Change 000028 Report for management docx Under Change ProjectDocument Modify documents IM IM IM Modify documents Modify documents Modify documents D01000064 dwg D01000064 dwg D01000064 dwg Draft Draft Draft Drawing Drawing Drawing FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contacto 2 flowdocs com Report Properties User can select which properties are shown in the report set columns order and name create Meridians document link to access to document in Vault create a link to an external web with one or more properties as parameter Report Properties Add Link DocumentID os Property c_Custom_Description RevisionState RevisionState RevisionState c_Custom_Discipline Vault ToDoAction ToDoAction ToDoAction Filename Filename Filename DocumentRootID StateText StateText StateText DocumentGlobalID ToDoPerson ToDoPerson ToDoPerson Order columns position User can select a row in the grid and press on the arrows to move column to desired position DesvioMaximo Set column name User can set name to column modifying Alias field Property ToDoAction ToDo Action Filename File name Create document link to Meridian User select grid row of property with Meridian ID and set type as Link 0 DecumentGlobalID Meridian DocumentGlobalID Link M 1 Document D DocumentID DocumentID Text
19. nnections list by clicking Check image see image below Drag a column here to group by that column 1 gmail smtp gmail com gt Ai x FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Test E mail sending User can test if the SMTP configuration is correct sending an email This option is on SMTP configurations list by Clicking on Send Email image see image below Drag a column here to group by that column 1 gmail smtp gmail com Complete information and send email to see if email arrives FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contacto 2 fflowdocs com Notification Types User can define notifications types to use in different process Types defines which roles must be notified when a notification of this type is created defines subject body and if SMTP administrator must be notified when this occurs FlowDocs CN a localhost65530 FlowDocs aspx Notification amp Distribution ET y Notifications y SA Drag a column here to group by that column 4 GB contgurac n Description Notify Administrator 6 Specialist Message New document to review by Specialist 1 f e 1 Contractor Message New revision load for contractor b Ce Bes Notifications Rules BA Notifications Message ko
20. s user must press on After this action new Meridian Vault window will pop up as image shown below After the user completed required data must click ok button to save changes Equipment Url T Mandatory fields are bold Ok Cancel FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Dashboard Configuration System Dashboards can be configure by user accessing to Reports Configuration in left menu after pressing on Si af Dashboard button FlowDocs EP localhost65530 FlowDocs aspx 2014 Innova Cad Vision Version 1 0 0 26176 BI Business Intelligence s da 4 Generales 3 mars es Plant Inspections 7 Data Library Demo 4 My Todo List 7 Demo Documents y 0 y 4 Os Configuration B Reports E Dashboard Y Groups TE Connections ial Meridian Vaults BA BI Business Intelligence Reports Pending Tasks My Work List rm 3 Reportes FTTN ar am d I4 4 Page 1 jofi M After user action system will show screen previous image with all the configured dashboards with the possibility to create a new one edit delete or define visibility for each dashboard FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com New Dashboard To create a new Dashboard user
21. t Total 2014 FTTN FTTN Reporte NoConformidades Reporte NoConformidades Reporte NoConformidades Reporte NoConformidades Reporte NoConformidadesTendencia Reporte DataLibraryDemo Reporte DataLibraryDemo Reporte Documentos Demo Reporte SeguimientoFTTN Reporte Frentistas Issues closed Issues Open Issues not sent Issues Tendencia NC Worklist Demo Data Library Demo Demo Documents Seguimiento FTTN Frentistas Plant Inspections Plant Inspections Plant Inspections Plant Inspections Plant Inspections Pending Tasks My Work List Generales Generales Reportes FTTN Reportes FTTN b b b b b b b b CP GL al ad al ad al ad eee eooocoooocoo I4 4 Page 1 of 1 gt HI are a 53502 FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Database Connections A E Connecti To access database connections user must click on Connections button in Reports Configuration menu B FlowDocs EN localhost 65530 FlowDocs aspx wa o gt Welcome Demo 0 Version 1 0 0 26176 BI Business Intelligence B 6 4 Reports 4 Generales Drag a column here to group by that column 2 Demo Documents 4 Plant Inspections Data Source SQLEXPRESS Initial Catalog FlowDocsInspections integrated security 1 Ai x 8 Data Library Training Data Source SQLEXPRESS Initial Catalog DataL
22. te button in the grid row of the report to delete 40 Demo Vault Total 2014 Reporte_Documentos_Demo Demo Documents Generales FI FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Setting Report Security a User can define which roles can view the report For this on report row user must click on to access Report Permissions 2014 Innova Cad Vision Version 1 0 0 24213 BI Business Intelligence a s E Age 4 Reports D a 4 Generales indi 7 Data Library Demo 7 Demo Documents 4 Qr Configuration Plant Inspections Plant Inspections Plant Inspections Plant Inspections column here to group by that column Reporte NoConformidades Reporte NoConformidades Reporte NoConformidades Reporte NoConformidades Issues closed Issues Open Issues not sent Issues Plant Inspections Plant Inspections Plant Inspections Plant Inspections Plant Inspections Welcome Demo Ba Reports G Dashboard Y Groups Demo Vault Total 2014 Connections FTTN Meridian Vaults FTTN Reporte Frentistas Plant Inspections Reporte NoConformidadesTendencia Tendencia NC Data Library Training Reporte DataLibraryDemo Worklist Demo Pending Tasks My Work List Data Library Training Reporte DataLibraryDemo Data Library Demo Generales Reporte Documentos Demo Demo Documents Generales Reporte S
23. to 2 flowdocs com TS VN LIV Nm m 26 NOCO TCS EE 27 New INTE CAO Ke 28 ING UIMICAEFO NVI ESAS SO t Es Ne T RT 29 Newdqriassage OES E sd EER ER EN DE N EE EG GE ee EI Ee DE AR oe DoE 30 Natalie RUIE E 31 New Notification Rule anciana bans ee De de Se GN GEE US Ge iaa 32 PONS Oia SE e EE OE EE ER 33 YS Per oral cmm 33 Cante Pass WOPO EO EO EE EO EO EE 33 PO CFTC ele ia e 34 Ode Oli Old IN OLN NOY mm 34 FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contacto 2 flowdocs com LOGIN User can login by using his e mail or user nick that should be the same as domain user a Empty password on first login Change your Password Password New Password Repeat new Password FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com DASHBOARD After logging in or accessing to Dashboard menu button user can see the dashboard according given role or roles to him Rb FlowDocs ET a localhost65530 FlowDocs aspx 2014 Innova Cad Vision Version 1 0 0 25409 Plant Inspections X a a d gt Issues Open 7 T HI Issues State Drag a column here to group by that column 4 26 12 2013 lm gt Nombre EE EN uz NCIN222F0001 03 Creada 3 a 5 c E NCIN222F0001 04 Creada 23 e NCIN223F0001 01 NCIN223F0001 01 RECOMENDACION pdf Creada con recomendaci n s
24. tton in the grid row of the connection to delete 8 Data Library Training Data Source SQLEXPRESS Initial Catalog DataLibraryTraining User ID sa Password A Test Database Connection To Test a connection user must click on Test button in the grid row of the connection to test 8 Data Library Training Data Source SQLEXPRESS Initial Catalog DataLibraryTraining User ID sa Password A 9 FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 45411 5353 9804 Mail to contacto 2 flowdocs com New Report To create a new Report user must click on B After this action new Report window will appear as image shown below After the user completed required data must click ok button to save changes FlowDocs IE a localhost 65530 FlowDocs aspx Data Filter Logic operator and gt Group By Report Properties BD Is the Database connection to use for the report View Is the view defined in the database to use in the report By Default FlowDocs only shows database views with prefix Report see administrator manual Generales v Alias Is the name of the report to show in Menu Group Is the group of views defined in Reports Configuration Group FlowDocs Carlos Pellegrini 651 5th Floor C1009ABM Buenos Aires Argentina Telephone 5411 5353 9804 Mail to contacto flowdocs com Data Filter Panel Defines the filters of the views depending on report properties Data
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