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(...) incoming documents must be quickly accessible in their original, hardcopy version. To streamline their flow and storage WEBCON BPS offers printout a barcode label functionality allowing users to link data entered in the system with the document hardcopy. Most companies delegate the task of receiving and registering incoming documents to one, appointed unit (often the main office) or person. To prev (...)

(...) . The supervisor can also edit the files shared with them, return the task to the author, or accept the documentation after making changes. To download all changes made in OneDrive back to the BPS data base, it is necessary to create a new automation based on the Finish editing a file using OneDrive action. In the present case, it will be added to the "Accept" path:   &nb (...)

(...) 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 It (...)

(...) des is particularly well visible in the “On path” transition. This is due to its nature as this type of transition involves a number of operations that can potentially change the state of data available in the data base. Depending on the moment of triggering an action or automation they can refer to different data values. What is equally important, the on-path transaction can involve th (...)

(...) fields 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 fields from the data presentation group and some from the Specialized form fields group.   Fig. 3. highlights the individual elements of History, and their explanations are given below.   Fig. 3 (...)

(...) Applies to version: 2022.1.x and above; author: Łukasz Maciaszkiewicz   Introduction Increasing data volumes combined with shrinking disk space and decreased performance pose a challenge to every IT system. WEBCON BPS faces it with an extensive archiving mechanism that automatically removes data from process data bases. The resulting better arrangement of disk space translates into enhan (...)

(...) N BPS based on e-mail messages.   To add a new shortcut, click on the plus icon located in the Add field. The tile configuration window will open, in which you must provide the following data : Tile name – shortcut name displayed in MS Outlook. Tile description – shortcut description available in MS Outlook. Order – tile order in MS Outlook. Application & (...)

(...) nts, depending on their use, can change the behavior of the entire process in different places of the system, and their impact on the process is general and complex. Examples of such elements include data sources, global constants, global rules, and global fields.   Fig. 1. “VAT” global constant used in the cost invoice process     Exporting and importing (...)

(...) article describes the roles the services can perform in the WEBCON BPS system, and indicates modules linked with particular roles and presented in the “Running modules” report. Process data bases Process data bases are content data bases that store instances of the processes created in the WEBCON BPS system. The majority of the service roles operate within the framework of such data base (...)

(...) on automatically registered documents. WEBCON BPS OCR Framework – allows OCR to be used to create a so-called “Text layer” on PDF files. WEBCON BPS AI Framework – allows data to be automatically read from scanned documents, and identify anomalies in registered instances. WEBCON BPS Advanced Analytics Framework – allows access to several built-in analytical reports (...)

(...) is particularly applicable when solving configuration issues in response to customer queries – the user can access exactly the process or step associated with the instance whose identification data was provided by the customer. Note that performing the above-mentioned actions takes you directly to the indicated process/step. Therefore, it is a good idea to save your work with the current app (...)

(...) ; i.e. from the newest to the oldest entry. Note: due to limited space, this option is not available if the Multiple lines of text form field is used as an Item list column.   Access to data and reporting Enabling the Append mode introduces a change in the access to data saved in the Multiple lines of text form field. Dedicated functions should be used instead of standard retrievers, (...)

(...) orkflow in an administrative office process. For each e-mail message delivered to a mailbox (to a relevant folder) an incoming correspondence workflow is started. The workflow form is filled out with data on title, sender, and e-mail content and files attached to the e-mail are added to it. The incoming correspondence workflow diagram is presented below. Fig. 1. The incoming correspondence wor (...)

(...) ted. For each attachment in .pdf format appended to each e-mail delivered to a mailbox (to a relevant folder) there is a cost invoice workflow started. The workflow form is filled out with downloaded data , i.e. date of receipt and e-mail sender, and a .pdf file (for which a given document is started) is appended to it. The “Cost invoice” workflow diagram is presented below Fig. 1 (...)

(...) step in an “Agreement” 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 fields. Generating an agreement – a step containing the “Generate the PDF file” action triggered with a menu button. A template used for generating the ag (...)

(...) ł   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 extensions (e.g. .docx, .txt, .xls, .pptx, .pdf, .png.) added to the (...)

(...) tion” → the “Request body” tab → “Body type”) for the “POST” http method. Once you get to the action configuration window, click the “Request data ” tab and select the “POST” option in the “Http method” field.   Configuration of the “Request data ” tab   The “JSON - grid&rd (...)

(...) ase of business rules) its type. (Available options: “Text”, “Decimal”, “Boolean”, “Date”, and “User list”.) Remember to attribute a proper data type to a parameter. Setting up a required parameter type   The following chapters present examples of business and form rules with parameters.   Global business rules (...)

(...) l import parameters in the dedicated tool     Checking the above boxes is necessary to import information about the group, more specifically, its Owner. As previously mentioned, some data is not imported, i.e. Group members are omitted during migration. However, you can create the missing elements manually on the target environment. After successfully importing the application, the (...)

(...) Applies to version: 2023.1.x and above; author: Krystyna Gawryał   Introduction BPS groups are local groups of WEBCON BPS users whose data is retrieved from Active Directory (AD), Azure Active Directory (AAD) or whose members are external users. Dividing users into groups makes it much easier to manage their permissions, assign and delegate tasks, and exchange information, for example, (...)