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(...) cted ones, e.g., with the values of suppliers’ documents or rules set in the process   C) The designation of the learning buttons is “remembered” until the learning OCR action is triggered. All fields marked by the user as ‘to learn’ will be marked both after saving the form and moving on to the next step. As long as the process of learning the OCR template (...)

(...) task assignment) By indicating the specific user or group of users Based on a business rule Dynamic, depending on the value of one of the form fields By using the “Create a task” action By using the “Add privileges” action (in some cases it is better to grant permissions to edition instead of assigning tasks)   In this article, we will focus on assigning t (...)

(...) f deviation from the norm of the instance. For this purpose, you can either use the current compliance with the instances norm or the number of unfulfilled rules. In the example above, the following action has been added to the Approve path from the Approval step:     Next on the “Workflow control” step a simple rule has been added which checks the number of broken ru (...)

(...) – in Cracow and Warsaw. In each of these departments, there are people working in accounting who are responsible for processing company invoices. In the next step, we prepare the appropriate action templates that will allow us to assign tasks to the BPS Secretariat and Accounting groups. In this case, the BPS groups will be used, but you also can use AD or SharePoint groups.   Config (...)

(...) What are and when to use reports based on the SearchIndex source? Reports based on SearchIndex data source provide acceleration of system response time and simultaneously won’t load the transaction base of the WEBCON BPS platform. They also present and access attachments directly from the report level – without opening the form. Unlike SQL-based reports, SearchIndex reports are indexed (...)

(...) add additional form fields. The dictionary process uses only one Start step and in WEBCON BPS Designer Studio we cannot add any further steps to the workflow. However, you can add your own paths and action s on them and create a simple process (ex. attachment approval process). Only one attachment can be added to each workflow instance in the document templates process.   Fig (...)

(...) appens, the hourglass symbol will be displayed on the left side of the group. It will also appear (with a “deleted” notification) when the group is deleted. It happens when the add/delete action was performed correctly but the synchronization haven’t been done yet. Groups can be used for example in order to provide privileges in an application.   Also see: Mana (...)

(...) or: Michał Bednarz   When implementing a system based on AAD authentication it might be necessary to create user management in O365 from the WEBCON BPS level. WEBCON BPS provides dedicated action s for local AD. You can use the standard action s available in WEBCON BPS (REST invoke action ) and REST Service Microsoft Graph.    1. Preparing the application in the AAD Register a (...)

(...) s in the documents placed in BPS repository (attachment list on SharePoint), compare documents which are in the repository, browse form field list and create templates for “Generate DOCX” action . In order to allow user to edit attachments added to the document it is needed to configure the website and name with the attachment library. If the target library doesn’t exist just create (...)

(...) Applies to version 2019.1; author: Agnieszka Mazur   Introduction In WEBCON BPS processes are divided into stages named as workflow steps. Each stage has tasks – collection of action s which need to be performed for the form to easily move to the next step. Assigning tasks makes sense if the user can fill the necessary data and send form to the next step in a short time. However t (...)

(...) phic presentation Form types and acronyms Instance number Form field summary Process privileges Workflow steps   Moreover: Constants (local and global) Business rules action patterns   Filling in the documentation After generating documentation in WEBCON BPS Designer Studio, you will get a ready documentation template which you should fill in. Here are a (...)

(...) istered daily Complexity of the form (number of form fields, item lists) Number of steps in given workflow (every path transition is recorded in the instance’s history) Number and type of action s used in the system (e-mails, changing field values, launching subworkflows) Average size and number of attachments per workflow instance (document scans, docx, pdf, tiff, xlsx) As an example, (...)

(...) context variables.   Fig. 5. The configuration of the task name and description   In the same way you can configure the task description in the “Create a task” action . Using this action allows you to relate the description to the selected path or form field values. The task description (as opposed to the step description) is generated when assigning a task &nd (...)

(...) working on WEBCON BPS Portal, you can see the error messages displayed by the system in the upper right corner – they are displayed when the system encounters a problem and the execution of any action fails. From version 2020.1.3.277 there is the ability of previewing error logs from the administration tools panel. But there is also the option to access to error logs from the level of the AdminWFE (...)

(...) will be used to select the approvers on the registration step. Determining the approvers can also be realized without the user’s participation by using the “Change item list value” action . The “Use people field data source” checkbox is marked in the parameters, so that the “Approver” field allows people belonging to the organization’s structure (most ofte (...)

(...) iction Requiredness restriction Default value Form rule to be executed on value change Prompt Control style In the item list there is also the option to overwrite the icons visible in the action column, excel import, delete all values and load default settings   To change the item list settings, select the “Break settings inheritance” option:   Fig. 7. (...)

(...) ent, fills out their data and goes to the control step (here, depending on the type of equipment rented, the request goes to the IR or HR department). After approval by the appropriate department, an action of Word generating was added to both paths, followed by the action of converting this file to PDF.   Important! An action template was created from both action s  - action templates (...)

(...) Adding a button to the form The “Registration of purchase order” workflow Adding the form rule triggered on a button “MoveToNextStep” form rule invoke “InvokeMenuaction ” form rule invoke “InvokeRule” form rule invoke “Startelement/OpenElement” form rule invoke Button directing to the website Summary     (...)

(...) s and editability of item list columns on the individual forms WFAvailablePaths – information about paths created in the system between steps WFTimeouts – the configuration of timeout action s WFTimeoutaction s – it links action s with timeouts in which these action s are executed   d) Configuration tables related to the form fields:   Fig. 6. Configuratio (...)

(...) “Delivery address” section.     To create such a button, add the new HTML form field with the following code:     The “SetValue” action is executed when clicking on the button (onclick) that sets the Name and surname field value (Delivery address section) as a value (GetValue) get from the Name and surname field (the Billing address (...)