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BusinessOptix Knowledge Base
Knowledge Base
Knowledge Base
Monarch
Introducing Discovery Agent in BusinessOptix
Promoted article
Introducing BusinessOptix Monarch (2025.1)
Library Governance Recommendations
FAQ
BusinessOptix Terminology
What browsers does BusinessOptix support?
Where is BusinessOptix hosted?
What is the current Author Version of BusinessOptix?
Process Modeling
Combining process models
Process Events
Creating a Process model using BusinessOptix Author
Process Activity
Process Gateway
Verify Model Issues
See all 20 articles
Outputs, Reporting, Dashboards & Kanbans
Data Source - Component Lookups
Dashboards and Data Sources
How to Create a Kanban Board
How to Configure a Data Source for a Dashboard
How to extract a diagram model in Web Author
How to set up a standard report model
BusinessOptix Forms
Forms
Enhancing Models
Adding Anchors to Text
Adding Images to Work Instructions/Description Fields
Create a Variant of an existing Process
Creating clickable areas in diagrams in Author
Embedding a video to Work Instructions/Description Fields
How to create a Form Model
See all 16 articles
BusinessOptix Videos
BusinessOptix Overview video
BusinessOptix Platform Overview video
How to Create a Kanban Board video
How to Create Transformation Maps - BusinessOptix video
How to Send a Model Through a Workflow Process video
Key Process Metrics video
See all 10 articles
Library Admin & Governance
Administrator's Guide to Managing a BusinessOptix Library
Announcement Messages for Library Users
BusinessOptix Quick Start Guide
Data Privacy and the BusinessOptix platform
Library Governance Recommendations
Managing Your BusinessOptix Notifications
See all 10 articles
Model Governance
Managing quality review with BusinessOptix
Forms and Workflow
Can you check models out while authoring?
How to create a Workflow Model
How to disable major version editing in BusinessOptix Author
Revisions Management
See all 9 articles
Process Discovery
Create a Process Model from CSV
Import a CSV for Process Mining
Importing and Exporting models in BusinessOptix
Importing Forms from Excel
Overview of Process Mining with BusinessOptix
Rapid Process Discovery
User Access
Adding a User to a Library
Managing Access Controls in Library
Managing Groups in Library
Managing User List in Library
Role Based Views for Viewers
Single Sign-On Options
See all 7 articles
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