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(...) people who should approve it.   Fig. 1. Preparing the document form   When a user clicks the “Send to signature” button, each of the indicated people receives a link to the document to sign. People signing the document do not have to be WEBCON BPS users or have an AdobeSign account. The only required element is an e-mail address and phone number (if you want to a (...)

(...) ; and replace the WEBCON logo in the top left corner. Configuration In the previous versions of the system, setting a custom logo required copying the graphic file to the server and providing a link to it in the site settings. In 2020.1.3. there is the ability to add the graphic file directly from a file on your computer. Here is an example Portal view with the default logo, the theme is &ldq (...)

(...) use select the field that stores the picture code, while in the WHERE clause we find a dictionary workflow instance which relates to the selected value from the “Picture selection” field. link ing to an instance can be done by link ing a GUID number. This is a unique string of 32 characters. Each element in the system has its own GUID. Let’s go to the form and verify our configurati (...)

(...) kflow consists of at least the following steps: Sending a document to be signed by selected people – the “SendEnvelope” action. They will receive an e-mail notification with a link to the Skribble platform where they can sign the document. Cyclical checking if the document has already been signed by everyone (the “CheckDocumentStatus” or “CheckAllDocumentsSt (...)

(...) gs of the “EmbeddedSigning” action:   Fig. 14. The configuration of the “EmbeddedSigning” action   In the “URL to the form” field enter a link where the signed person is to be redirected after signing the document. It should contain: The variable referencing the application where the electronic signature is used (here it is: 71) The (...)

(...)   Fig. 5. The “Save all” button   Ctrl + G – a.k.a “teleportation”. After clicking this combination, a window to which we introduce a link to the instance or their ID will appear. The system will automatically move you to the configuration step where this element is. This function can facilitate searching the element for places where er (...)

(...) h; which is the main place of the system’s operation. There are also “virtual tables” automatically created by the system – called SQL views – that contain data from the link ed tables. This article describes some of the most important views that users can refer directly to the WEBCON BPS Designer Studio level or from the database management system level.   V (...)

(...) ecommended when you operate with numbers in the range of 0-100 Bold field – a value is displayed in bold Show column – the user decides if the column will be displayed Instance hyperlink – after clicking on the given element, a preview window will appear with the hyperlink . For such marked fields, specify which value is the ID of the link ed field. This menu is available after c (...)

(...) full page form of each instance individually, only to discover that it isn’t the one they are looking for, is a waste of time. The situation looks similar when you have the form containing hyperlink s to another workflow e.g. previous employee’s vacation requests. In newer WEBCON BPS versions,  clicking on an instance hyperlink (usually hidden under an instance number) will expand t (...)

(...) number it is the ability to move to the given car card. To do this, go to the Designer Studio and select the appropriate field and click the “Advanced configuration” button. Setting a link to the instance is possible when the data set is defined as a BPS data source. This means that the data source contains only the instances of another workflows.   Fig. 6. The advanced (...)

(...) th the “Is certificated needed” option checked).   Fig. 18 Training form   After completing this action, on the information panel on the right side there are two link s to the documents. Each one of them represents a certificate per participant.   Fig. 19. Information panel (right side of the form)   As we can see the documents have been s (...)

(...) will be automatically displayed in the format according to the notification language Standard template elements The phrase translations used in the standard notification elements such as instance link , application link , task details, list of users – can be changed only throughout the entire WEBCON BPS Translator application The screenshot below compares the same notification sent in two (...)

(...) ows made easy by using WEBCON BPS.   Preparing the document library view Additional columns have been added to the standard view of the document library: BPS URL – hyperlink column which stores the workflow instance address Status – text column which stores the current workflow status Start – text field with a start link for the workflow   Th (...)

(...) act form (which can be used e.g. in mobile devices). The compact form is available via a dedicated mobile application for smartphones and tablets, and also from the browser level. After clicking a link , a panel with 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 cons (...)

(...) st consist of the following fields: Title field – contains the name of the invited person Status field – contains the current status of the task BPS URL field – contains a link to the started WEBCON BPS instance Start – allows you to start a new workflow instance   To start the workflow in WEBCON BPS from the Start column, go to the advanced column form (...)

(...) he following way:   Fig. 2. An example of standard e-mail notification   The notification contains information about the current form field values visible on the instance, a link to the workflow instance and a link to the application/portal. The content of such an e-mail can be customized by modifying the global e-mail template or the template defined within the process (info (...)

(...) element is displayed after selecting an element list. In the discussed scenario it has been changed to the “Start workflow” name. The second “COMMAND_2” element will act as a link opening WEBCON BPS Portal. {    ”$schema”: ”https://developer.microsoft.com/json-schemas/spfx/command-set-extension-manifest.schema.json”,      &rdq (...)

(...) was related with the document templates process. More information about the method of storing documents can be found at Storage methods of document templates. In the button configuration the link to the instance storing the template has been added: Fig. 10. The configuration of generating the printout   Let’s go to the instance and try to generate the printout. (...)

(...) egister annex” button on the upper form bar. Contract rejected – the step archiving rejected contracts   The following screenshots show the configuration of the “Hyperlink ” action used to start the annex subworkflow (this is one of the options to run the subworkflow). Fig. 2. The “Hyperlink ” action Fig. 3. The configuration of “Hyp (...)

(...) s, a maximum of 1,000 rows can be exported from a Data table to an Excel spreadsheet.   Fig.3. Generated Excel file The columns that are marked to be visible and displayed as a hyperlink s on the form are saved in text form (display text).