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(...) forming that the document has been signed. The signed attachment is downloaded after going through the “Signed” path.   Fig. 3. The form with a signed document   configuration A simple workflow of signing a document has been created using the SDK actions dedicated to the integration with DocuSign.   Fig. 4. The signing document workflow   The f (...)

(...) new functionality for managing BPS groups and users has been added to supplement this process. This articles described how the actions related to the BPS groups can be used.   Workflow configuration and creating an example BPS group A BPS group was created with two users:   Fig. 1. Users in the “Managers_test” group   For more information about creating g (...)

(...) F1 key – a context help. Using the F1 key allows you to open a window with help related to the element of the system in which you are currently/configuring. For example while on the configuration tab of the chart form field, you will receive information about their configuration and the types of charts to select from.   Fig. 1. Form field configuration   Fig. 2 (...)

(...) nked and used as a related process in others. Being in a different application does not exclude it from being used in presentation elements – related processes can be referenced in presentation configuration like any native process.   configuration   Creating the processes Three processes have been created in two applications. The next step is to create a separate application tha (...)

(...) analogical to the names of these form fields on the form – this increases the readability of the preview The view is constantly updated by the system, always provides a preview of the current configuration   b) The V InlineBUsinessRUlesUsages view This view contains information about using business rules. It consists of five columns: RuleID – the ID of a business rule Obje (...)

(...) you to select if the group name will be displayed above them or not. In the second case the group will be separated from the rest of the form fields by using a horizontal solid line. Fig. 1. configuration of the group view   When the user decides to set a name as visible, the “Group header height” option allows you to select the distance of the text (in pixels) from the line (...)

(...) vileges per business entity. Assigning privileges at this level means that they will apply to all types of forms and workflows created within it. Go to the “Privileges” tab in the process configuration .   There is also the ability to define the privileges at the associated form types level – these privileges are limited to relate the form type with the workflow. They allow user (...)

(...) n, and the one we will be taking a closer look at– setting up a form rule on the path. This article describes the use of this functionality.   Description the functionality During configuration the workflow path, in the “Parameters” tab there is an “Additional path validation form rule” field.   Fig.1. The “Parameters” tab   This (...)

(...) r on top of the rest of the application, and will instead be fitted into its surroundings As mentioned above, by clicking on the report rows, an instance preview will open by default. The report configuration does not have to contain any additional configuration . However, if you want the click on a value to open the full form, in the options of the report view you should select the “Link” opti (...)

(...) tance. Choice tree – allows you to display the value in the form of a three and select one of the available options. When adding the picker fields they must be configured in the Advanced configuration button menu. Otherwise, when you try to save you will receive a message:   Fig. 3. The error message   Business case A Car reservation workflow has been configured. At th (...)

(...) ps.   Fig. 3 Certificate generation workflow   The form of Certificate generation is presented below:   Fig. 4 Certificate generation form   Action configuration There are four defined actions: On Training workflow Action which starts one Certificate generation subworkflow per participant. On Certificate generation workflow Action (...)

(...) of serial correspondence which generates documents based on the specific template in which the fields and values can be changed. These values can be loaded from an external data source.   configuration The topic will be discussed based on a business case in which you want to collect payments from contractors for unpaid invoices. For each of the contractors, a request for a payment document will (...)

(...) or: Adrian Baszak   Important! Information contained in this article applies to the system version up to 2020.1.3.321.   Introduction Translation of process and application configuration elements is a standard functionality of WEBCON BPS. One such element is the humble e-mail notification – this article describes how to configure multilingual e-mail templates and shows examples (...)

(...) two stages: Creating the Office 365 group Creating the team based on the group To connect WEBCON BPS with Microsoft Graph, create a data source connection for a REST Web Service. Such a configuration was described in this article -> Integration with AAD using REST invoke method and Microsoft Graph (webcon.com) An example process for managing projects contains several form fields: (...)

(...) e SharePoint library and saving them in the WEBCON BPS library   If the value of the SharePoint document library form was updated, the Edit a list element” action was used. The configuration of the “Insert BPS link” action is presented below:   The ID field contains the instance ID from the SharePoint library to be updated.   Downloading the attachme (...)

(...) n the workflows designed in WEBCON BPS, you can enable users to add attachments – e.g. .pdf, .docx, .xlsx, tiif, and zip. Their storage location is a particularly important aspect of the system configuration . When organizing your document management system, you can decide to create a separate database to store the attachments. What is the attachments database and why is it created? An attachme (...)

(...) on the “Global form template” tab.   Fig. 6. The global template of the compact form   After clicking this button in the compact form settings – the other configuration areas will become active.   Fig. 7. The global template of the compact view   Example: The users using the system from the mobile application want to reorganize the form. Th (...)

(...) ple to the conference – after entering the name and surname, a marketing workflow will be started. The current status of the task can be checked in the SharePoint list column.   configuration of the SharePoint list The list consist of the following fields: Title field – contains the name of the invited person Status field – contains the current status of the task (...)

(...) racts, vacations, and orders, where it is necessary to submit the document for signature. The following article describes the method of WEBCON BPS add-in installation, template preparation and action configuration for generating a .docx document. An example template was based on the employment contract process.   Installation of the WEBCON Word add-in from the Portal The installation of the W (...)

(...) nbsp;     Fig. 2. Tooltip on the form field   To configure a tooltip to the form field, go to the WEBCON BPS Designer Studio and go to   the selected form field 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 work (...)