Blackbird Training

Training Documentation

Users can log in using their Azure Active Directory (AAD) credentials or the admin login. When using AAD, a user is created in the Blackbird database with a blank role, not being able to access anything. Once an admin assigns roles to the user, they will be able to access functionality relating to their roles. 

Roles can be assigned to users through the admin panel (/admin?apanel=users). Double click a user and select a role to add it to the user. 

Blackbird training - allocating roles

Forms can be built through the admin panel (/admin?apanel=forms) using the standard DocumentEdit template. Components can be dragged-and-dropped and edited using the pencil icon.

Blackbird training - building forms

In these component editors, in the “Other” tab, conditions can be used to make the component read-only and change visibility.

Blackbird training - conditional form elements

This can be done as a standard comparison or regular expression, as detailed in the “Other” section here:

Workflows are built in the admin panel (/admin?apanel=workflow). Transitions, which are executed with commands, link activity nodes. These nodes can have code actions which can be executed before the activity (pre-execution) or during (implementation).

Blackbird training - workflow

In forms code actions can be used to provide interactivity and implement functionality beyond saving and validation. These can be accessed through the admin panel (/admin?apanel=actionhandlers). They are written in JavaScript.

Blackbird training - action handlers

Emails can be sent in a code action using the SendNotification and SendManagerNotification code actions. SendNotification sends an email to the author with the current state of the document and comments. SendManagerNotification sends emails to all users which can action a document. The parameters for these actions are to be inserted as JSON; SendNotification requires the emailTemplate and state, SendManagerNotification requires the emailTemplate and type. Inside these templates the parameters (including the processId) can be used by encapsulating them in double curly brackets ( {{param_here}} ).

The data model is synchronised with the database in the admin panel (/admin?apanel=datasync). The data model can be further customised in the Data Model page (/admin?apanel=datamodel).

Blackbird training - Data tables

This is further detailed here:

User can navigate to the “Settings” page via the dropdown from the top right user icon:

Blackbird training - settings

In the “Settings” page user can freely change the department name, department displaying order, panel assigned department, panel name, panel destination, panel description, and panel displaying order.

Blackbird training - settings

IMPORTANT: When changing the department name, make sure it matches with the role name