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(...) 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 (...)

(...) s in WEBCON BPS used to send e-mail notifications: Send a standard e-mail – a standard e-mail, a notification is defined as an action or on a given path, without the ability of individual configuration Send a custom e-mail – an action allows to define recipients, CC recipients, template, content or add the attachments from the workflow instance   E-mail templates allow you to d (...)

(...) s on the documents. The service recognizes the contract with the barcode located in the HotFolder and attaches it to the appropriate workflow instance based on its barcode. Read this article for configuration details.   configuration of the “Add a barcode” action First, add the contract you received to a workflow instance. If the document is not in PDF format, scan it first.  (...)

(...) ays. To modify the calendar, go to the “System settings” and in the “Global parameters” tab select the “Working days calendar” option.   Fig. 1. The configuration of the calendar in WEBCON BPS Designer Studio   You can define the non-working days of week and non-working dates (e.g. holidays) in a given year.   Storing the data Below th (...)

(...) in the vacation process. Fig. 3. WEBCON BPS Designer Studio – creating the new vacation schedule   Next, click the “New vacations schedule” button and go to their configuration . Fig. 4. The configuration of the vacation schedule   The configuration of the vacation schedule is significantly different from the classic process instance report, BPS gives the a (...)

(...) s-start-from-hyperlinks-top-link-bar-action-with-automatic-form-field-initialization/ https://howto.webcon.com/action-start-a-sub-workflow/   As WEBCON BPS software developed, both the configuration (graphic interface) and function (range of abilities) changed.   The following article serves to refresh the topic of Hyperlinks for version 2020.1.x.   configuration Two simple w (...)

(...) tion The processes designed in WEBCON BPS use the e-mail sending actions in their workflows – e.g. e-mails about active tasks waiting for the user or e-mails containing various reports. The configuration of sending e-mails was described on the technical blog -> E-mails and templates in BPS. WEBCON BPS allows you to set a way of sending e-mails in which the outgoing notifications can be que (...)

(...) n regarding to the form assignment ID for workflow SEC_USERGUID – a user/group GUID SEC_UserLoginName – a user/group login SEC_UserName – a user/group name   The configuration of the example process The article describes the places in Designer Studio where you can configure the privileges granted on the process, form or instance. The way of storing this information in t (...)

(...) executing the appropriate action e.g. receiving a document scan. A path which the instance went through is called the default path – you can select them when configuring the path.   configuration To set the default path, enter the path configuration and in the “General” tab select the “Path is default” option. Each step which has paths must have one – and only (...)

(...) rePoint library by using the “ListView Command Set” extension.   Preparing the tools The first step is to prepare the development environment. This instruction describes the configuration using the Windows 10 system, but there is also the ability to use the Mac OS X system. The minimum required components needed for installation are: NodeJS LTS version 10 – current (...)