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(...) sage content” tab allows you to use the variable editor during editing, which is available in the right panel of this window. Thanks to this, in the HTML editing mode you can e.g. customize the business rules or embed images.   Fig. 6. The content edition – using the business rules   Another tab allows you to preview the message. In this example, the “Image code (...)

(...) ent management system. This article describes how to use barcodes to scan PDF files and paper documents and have them automatically added to your WEBCON workflows' instances.  Common business scenarios for using barcodes include: Having a PDF document or a paper document and scanning its barcode to relate it with an existing workflow instance. Scanning the barcode on an attac (...)

(...) orkingDate – a date CAL_IsWorkingDay – information whether a current day is a working day The data in the Calendars table:   Fig. 2. The Calendars table   business case The simple “Leave of absence” workflow used to register the absence requests was created.   Fig. 3. The “Leave of absence” workflow At the exit from (...)

(...) acation schedule   The configuration of the vacation schedule is significantly different from the classic process instance report, BPS gives the ability of configuring, among others: business entity – you can limit people in the schedule relative to the company Visible columns – these columns display the information on how many days of vacation a given person has t (...)

(...) Applies to version: 2020.1.x and above; author: Wojciech Kołodziej   Introduction When building business processes in WEBCON BPS and designing workflows – big or small – you may find that you need to pass information between two workflows. One of the simplest ways to pass information from the current form to one in another workflow is by using the Hyperlink action. Hyperlink (...)

(...) Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction Each of the individual stages of the business process requires the involvement of specific employees or groups. The degree of involvement can vary from person to person – from one action and access to some resources to participate in the entire process cycle and insight into each instance. WEBCON BPS allo (...)

(...) er form fields or controlling the actions (e.g. technical fields) is justified. In most cases, the value from this field (if it is not used in many places) can be directly downloaded and saved in the business rules. Instead of the data table, you can use the item list which will replace several form fields with columns. However, using this method regularly and adding multiple item lists to bypass the li (...)

(...) n be written via SQL query. The query should return the following information: Substituted person Substitute person Start and end date of the substitution Process ID (optionally) business entity (optionally)   The details about the required format of returning data are available after selecting the blue “i” icon. Below the field for entering the query there is (...)

(...) eated in the process of document templates. Detailed information about the ability to define document templates can be found at Storage methods of document templates (webcon.com)   business case A process was created that uses a printout template based on the system process. You have received a new version of this template and want to implement them without changing the process confi (...)

(...) additional task in the Design process.   The action configuration consists of three tabs: Basic: In the configuration you must fill in: Process Workflow Form type Path business entity The method of relating the new workflow with the current one. The workflow can be started as a subworkflow of the current workflow, a parallel workflow, or an unrelated workflow not connecte (...)

(...) he task, because at this step the task has not been created and completed before. So you need to select the “Assign to the author” option or another method of assigning tasks e.g. using a business rule, dynamic task assignment, or using the “Create a task” option. Next, go to the Portal and check if this option works correctly. On the “Approval” step go through to th (...)

(...) ystem will start the process of installation. After successful installation, the add-in will be visible on the ribbon at the top of MS Word. Fig. 2. MS Word with WEBCON BPS add-in   business case A simple printout of car reservation has been created. There is an instance in the system storing information about data of the reserved car and registration. Fig. 3. The Car reservati (...)

(...) tion of the default value settings   For each type of form field (except for charts and data table and rows), you can define the default value. You can use the values of other form fields, business rules, context variables, fixed values and data sources in the configuration. Setting the default value of the form field will take place: At the first step, where the form field is visible (th (...)

(...) the form field value will be set in the situation when the form field value of the parent instance will be empty. The above screenshots show the configuration of the action related to our example business case. Only the “Contract valid until” and “Contractor’s address” form fields will be overwritten – other data will not be possible to change via the contract annex (...)

(...) BCON BPS allows us to manage our company and streamline the assignment of tasks by designing workflows. A workflow is a sequence of steps that an instance of the workflow must complete to fulfill its business goal. Such a workflow facilitates and optimizes work by clearly specifying the order in which steps must be completed and who they must be completed by. In Designer Studio, a workflow consists o (...)

(...) ”. With the report configured in this way, you can now go see it on WEBCON BPS Portal in the web browser. Fig. 5. The report of archived instances   Both global and process business administrators have access on the administrative level to all archived instances of the workflow (instances of the archive database). In addition, from the WEBCON BPS Designer Studio level you can de (...)

(...) options. This article describes the predefined options of task assignment, which does a lot of workflow automation for you.   The predefined task assignment allows configuring a business application based only on its logic without having to assign tasks to the specific users/groups. This option can be found in the Step edit configuration window -> Paths tab -&g (...)

(...) bility to export the content of a “Data table” form field to an Excel file (this option is available in the MODERN form). The article describes how to use this functionality.   business case The new functionality can be used when is necessary to modify/save data outside the system. One of the examples is business trips or vacations. In the vacation processes, data tables are u (...)

(...) The article below presents how to launch AI analysis and how to interpret the obtained results and use them during 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 opt (...)

(...) Applies to version: 2020.1.x; author: Marcin Wiktor   This article presents how we can facilitate the maintenance of the application that we use across many business entities and have different people responsible for specific tasks (e.g., accounting).   business case We implement an application for the assignment of cost invoices. Our company has two departments (similar (...)