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(...) Applies to version: 2022.1.3 and above; author: Krystyna Gawryał   Introduction The wide range of form field s and features offered by WEBCON BPS makes it possible to create forms, reports, etc. not only tailored to the user's preferences, but also aesthetically diverse. However, if the user would like to further distinguish the information contained on the workflow instances or highlight (...)

(...) e the schedule is drafted and then transits to an intermediary step where it is either accepted or rejected. The process workflow for credit installment schedule   Apart from picker form field s and a number of floating-point number fields, the form includes an item list with an installment payment schedule with five data columns. The configuration described below applies to this item list. (...)

(...) Applies to version: 2022.1.3 and above; author: Krystyna Gawryał   Introduction Item list is a form field displayed as a table with definable columns that contain user’s data. This form field can be edited to the extent provided by the system: users can change the column values as well as add, delete, and clone individual rows. It is also possible to independently configure the Item Lis (...)

(...) N BPS data – it is dynamic. Not only can the data on forms be constantly edited by users, but also the definition of WEBCON BPS processes can change. Specifically, after changing the process or form field names, it will be necessary to reload the data in Power BI. Otherwise, the Power BI reports will attempt to reference processes and form field s that no longer exist under the given name.   (...)

(...) ansaction can involve three different automations   As demonstrated, the actions executed within the “On entry” automation use data whose state could (if they refer to the same form field s the actions in “On exit” and “On path” automations refer to and the values of these form field s have been changed) have been modified by actions executed in the “On exi (...)

(...) tains information about the instance, its workflow, and operations performed on it by users. Unless an appropriate visibility restriction rule has been defined, History also displays the names of all form field s along with the values entered for them, even if the user has set these fields as invisible in the Field matrix.   Note: History does not include information on form field s from the Data p (...)

(...) es of data that do not undergo archiving. Those essentially include all dynamic content, such as values in “Data table”, “Data row”, “Chart”, or “HTML” form field s. Additionally, archiving does not include custom controls, as well as form and business rules.     The visibility of an archived instance is another important matter. In such case (...)

Applies to version: 2022.1.x and above; author: Krystyna Gawryał   Introduction Outlook Classic is an add-in that allows WEBCON BPS to integrate with the Outlook desktop application available as part of Microsoft Office, which is one of the most widely used applications for managing e-mail correspondence in enterprises. Upgrading it with a dedicated WEBCON add-in will allow users to e

(...) m step – awaiting for files processing (adding a text layer) OCR AI – Recognition Recognizing respective fields in a file and entering them subsequently into corresponding form field s OCR AI – Text layer Downloading files to process that will be attached to the workflow and overwriting the original files after generating text layer AI Analysis (...)

(...) llations that use the subscription licensing model. Its configuration is self-explanatory, choose the License type and the User Identifier. For example, we can store the BPS ID in a technical form field after adding the user to the AD, then pass it forward to this action as a variable. If it is a Single-Solution Access License, we also need to specify the process to which the license is assigned (...)

(...) Applies to version: 2022.1.x, author: Krystyna Gawryał   Introduction The Multiple lines of text form field allows you to enter greater volumes of text on the form. Depending on the configuration, this form field can be used as a text field or an advanced editor where formatted text is stored. The form field also has a useful feature that allows simple communication between people using the a (...)

(...) there are those responsible for creating documentation, registrants, acceptants, and employees who carry out tasks assigned to them or who are otherwise affected by the process. In WEBCON BPS, the form field s that store information about a person are: Choice field Data row Person or group Data table One of the data sources for some of these fields can be Domain users. This article provid (...)

(...) hich company is started (in the discussed example it is the “Incoming correspondence” document)  You also need to select a path the uses to register the document. “Additional form field values” – here you can assign e-mail data to respective workflow form field s, e.g. e-mail sender or title. Full list of available variables can be found in the context-sensitive help (fig (...)

(...) rocess, and for which company is started (in the discussed example it is the “Cost invoice” document) You also need to select a path the uses to register the document. “Additional form field values” – here you can assign e-mail data to respective workflow form field s, e.g. e-mail sender or title. Full list of available variables can be found in the context-sensitive help (fig (...)

(...) ent” workflow. A registrant fills out all the required fields and uses the “Register” path to move to the step where an agreement file is generated with the data they entered in the form field s. Generating an agreement – a step containing the “Generate the PDF file” action triggered with a menu button. A template used for generating the agreement file contains a barcode (...)

Applies to version: 2022.1.x and above; author: Krystyna Gawryał   Introduction The overarching idea of workflow in WEBCON BPS is to exchange written information between system users and perform related tasks, such as reading, updating or modifying data on a form. Documentation in the workflow consists not only of workflow instances and filled out forms, but also files with various

(...) hot presenting a form with an item list.)   Heading Checkbox name Operation No. Settings Show form field name Displays item list form field name above the item list. 1 Show ID column Displays a column containing row ordinals. (...)

(...) kage by unchecking the “Visible” checkbox. Click the “Save” button.   Go to the WEBCON BPS Portal and open any form including the “Date and time” form field . Click the user icon in the right, upper corner and select “Profile settings” from drop-down menu.   Expand the “Language” list and select the language pack co (...)

(...) d from the drop-down menu in the “Request body” tab. This option allows users to map values to be sent. Enter the name of the mapped value in the “Name” column and specify the form field containing the value in the “Source field” column. Configuration of the “Request body” tab   Business rules in JSON - grid Another change consists in addi (...)

(...) ss rule with a conditional clause The rule is used to check an attachment is added on a particular step. An SQL query used in the rule After entering the global business rule, insert a form field that includes the parameter value in the rule configuration. In the presented example the “Step entry date” form field is populated with the date of entering the “Business owner ve (...)