(...) d activation data by e-mail. Select this option if the online activation is not available and you do not have the activation file. This process consist of three steps : Step 1. Generation of a file with the identifier – A service identifier is used to generate the activation file for the license service. Generate the identifier, and then save them on th (...)
(...) t has been registered in the system, a certificate for each user will be generated. Business case Workflows and forms First, configure the Training workflow. It contains two system steps – start and finish and one intermediate step. Fig. 1 Training workflow On the form, several form fields that store data about the training and users have been defi (...)
(...) companies. Fig. 11. The signatures of started subworkflows The configuration of the Serial correspondence process The Outgoing correspondence process consists of four steps . On the “Registration” step you need to enter the data where depending on the selected path, you can move to the “Waiting for scan” step or directly to the “Preparation (...)
(...) e order form the supplier is selected from the dictionary. The supplier’s dictionary contains information about the language in which you should contact the supplier. On one of the workflow steps , a transition path is available on which the order will be automatically generated and sent to the supplier. Fig. 4. An example configuration of the templates for the selected langu (...)
(...) instance preview will appear on the right. Fig. 1. The instance view in the compact form Description A simple invoice cost workflow was created. It consists of three steps – Registration, Waiting for scan and Archived. A document can be registered both with a scan or without a scan. Fig. 2. Invoice workflow The global form template i (...)
(...) eld configuration, then enter the text of the tooltip in the “Description” field. Fig. 3. Adding a tooltip in Designer Studio Tooltips on paths and steps The workflow steps in the MODERN form are listed on the right: Fig. 4. The MODERN form The step description is visible at all times in the Task details section (if it (...)
(...) Privileges at the instance level You can grant the privileges at the level of the individual instance. The selected users or groups of users can be granted privileges for the individual steps – select the “Add privileges” action. In order to present changes in the WFSecurities table the action was configured on the “Acceptance”. Fig. 6. Gr (...)
(...) . These projects were imported in the “OCR AI” projects in the system configuration in Designer Studio. The workflow configuration The simple workflow consisting of eight steps was created for the purpose of the article: Start – a start step Wait for scan – a step in which the workflow instances are waiting for the scan Wait for text layer – a st (...)
(...) sp; Introduction Actions are commonly used in WEBCON BPS to design the processes and individual workflows. They are performed without any user interaction and defined on the transition paths or steps . An example actions perform such activities as calculating the field value, making an entry to AD, sending an e-mail. While working with WEBCON BPS they will appear situations (at the stage of c (...)
(...) een created. When registering the request, the user may indicate the substitute person for the time of absence. Fig. 4. The workflow of registration the vacation request steps in the workflow: Registration – entering the basic data Acceptance – supervisor acceptance. In this step you can accept or reject the request – after accepting, the substitu (...)
(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski There are situations in which, after going through a path, you will need to go back to one of the previous steps of the workflow e.g. when the form has been incorrectly completed or you forgot to add an attachment to the instance. The article describes two basic configuration methods: Moving back an instance to (...)
(...) Applies to version: 2020.1.x and above; author: Dawid Golonka Introduction In WEBCON BPS you can create simple workflows consisting of several steps and form fields, but you can also use the subworkflows mechanism. The following article describes the action connected to subworkflows – “Update related workflow instance”. This action allows you to change t (...)
(...) le to users outside the domain – there is an option to register WEBCON BPS Portal in ADFS and enable such authentication. Registration of WEBCON BPS in ADFS The screens show the steps that have been modified. Others are the default configuration. The first step is to launch the ADFS management console and create a new “Relying Party Trust”, then select the “Cl (...)
(...) ansition path or in the action where, in the previous step, the user didn’t have any active tasks (e.g. document registration, system step, waiting for subworkflows, positive and negative final steps , steps related to the scan or OCR processing). Assign to users who completed tasks in previous step – the task is assigned only to the users who completed their task in the pr (...)
(...) Applies to version: 2020.1.x and above; author: Marcin Pisarek Introduction In WEBCON BPS the individual steps require tasks to be performed by a specific user or group of users. The appropriate design of a process and the correct assignment of tasks can improve the performance of daily duties, document processing and company management. The article describes the idea of assigning (...)
(...) quickly e.g. when invoices often return to re-check or signed contracts are blocked by the archive department. Have every step and path been used – we can see if there are some obsolete steps or paths What and how many actions have been executed – an incorrectly written condition can make it so that the action is not used at all. How many instances were processed during a g (...)
(...) Applies to version: 2020.1.x and above; author: Urszula Słupik Introduction Each WEBCON BPS workflow is a sequence of steps . On intermediate steps , there are usually tasks that must be completed by a user (or a group of users) before the instance may progress to the next step. The tasks can be assigned in different ways: Based on the logic of the business ap (...)
(...) configuration and optimization of processes. Read it to learn how to improve your business process management. Launching the AI analysis The process of configuration consists of a few steps : A. Enabling AI analysis in website roles (similar to OCR option, the AI option is available after activating the AI Framework license). B. Selecting the proce (...)
(...) controls, labels, and descriptions of built-in functions (ATTACHMENTS, Add attachment, Modified, by, version, Predefined paths) information panel labels (Information, Process, Form type, Workflow, steps , Assigned to, Created by, Create date, Modified by, Modification date, Version) etc. BPS Translator vs. Studio – where to add the translations? To better illustrate which of (...)
(...) te complicated and difficult to maintain. If we want to make any changes, it will be necessary to update the workflow. For example, if you want to add a reverse path to the Front office, adding extra steps will be necessary to assign a task to the appropriate group. For the sake of simplicity, we can use the “Create a task” action. By dynamically (...)