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(...) nfigration Searching instances by 2D/barcodes (iOS) If the application uses the 2D code scanners or you have generated printouts containing such elements – you can quickly access such a document . After pressing the button, a device camera will start, after pointing the camera to the code, the system will recognize it and automatically redirect to the instance associated with the code found i (...)

(...) Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction There are various reasons why companies implement electronic document workflow software.One of the most important is the need for business process automation. One example of such automation processes is the use of serial correspondence which generates document s based on the specific template in which the fields (...)

(...) multiple-channels-installed-apps-and-pinned-tabs. The final tab is the “Response” tab, but if you want to create a new team there is no need to save their ID because according to the document ation – each team has the same ID as the group for which the team was created (https://docs.microsoft.com/en-us/graph/api/resources/team?view=graph-rest-beta). We can use the response to limi (...)

(...) PS, 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 attachments database is a dedicated dat (...)

(...) 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 is the default template used at every step. Below there is a glob (...)

(...) u to generate the Word files that can include data entered on the form. This functionality is useful in various processes such as contracts, 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 bas (...)

(...) this article.   The workflow configuration A simple “Press release review” workflow was created used to efficiently oversee the creation and publication of various text document s.   Fig. 8. The configuration of the “Press Release Review” workflow   The e-mail template configuration The dedicated e-mail template and e-mail sending acti (...)

(...) Applies to version: 2020.1.x and above; author: Konrad Wojtycza   Introduction WEBCON BPS can be used as an efficient document management system. This article describes how to use barcodes to scan PDF files and paper document s and have them automatically added to your WEBCON workflows' instances.  Common business scenarios for using barcodes include: Having a (...)

(...) go through to reach the next step. However, when going through the system step, not the user but the system moves the instance to the next step after 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 co (...)

(...) t: IListViewCommandSetExecuteEventParameters): void {      switch (event.itemId) {        case ’COMMAND_1′:          // Start workflow          // Generate document  Link          const absoluteUrl:string = this.context.pageContext.site.absoluteUrl;          const docBPSName:string = event.selectedRows[0].getValueByName(‘FileLeafRef’); (...)

(...) after applying the layer. In the next step, read the TAX ID – this is important because the invoice template is checked by tax id. The OCR program treats the invoice as a semi-structured document . This means that while most invoices have a similar pattern, the location of the fields on the document may differ. An invoice from one contractor may have a tax identification number or date of issu (...)

(...) Generation Templates” button. Fig. 6. The “File Generation Templates” option   On the right there is a menu in which you must indicate the application, process and document type from which the data for printing will be loaded. Fig. 7. The selecting process window   The next step is to create the printout. Fig. 8. The printout template   (...)

(...) to both users.     This configuration should not be used on the transition 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 (...)

(...) .1.x and above; author: Michał Lalewicz   Introduction The following article describes how to install the ABBYY FineReader 11 component. FineReader is a program for converting scanned document s and PDF files into editable form. It is also responsible for generating a text layer on the attachments in workflows.   Installation Before starting the installation process, creat (...)

(...) dividual 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 tasks to groups – on the example of BPS groups, available from the 2019 version. Detailed information about groups (...)

(...) sponsible for marking fields as “for learning” The ability to hide learn fields if the recognized values are compatible with the expected ones, e.g., with the values of suppliers’ document s or rules set in the process   C) The designation of the learning buttons is “remembered” until the learning OCR action is triggered. All fields marked by the user as &lsq (...)

(...) (timeout) may be exceeded. The case below shows us how can we deal with this problem by using only the standard WEBCON BPS functionalities. You can create a queuing mechanism that will update ten document s at a time.   Business case We want to create the application “The settlement of business expenses” that will allow our employees to settle individual business expenses. Due (...)

(...) o with REST API. We can also use it to: Download and modify attachments Delete instances Download tasks for users Download information about processes and a lot more  The full document ation in the swagger form is available at: [Portal_address]/api and in the version with SharePoint at: [Portal_address]/webconbps

(...) process will appear on the screen. The only difference compared to the standard process is the Instance number, which is its GUID by default. This option is available only in dictionary processes and document template processes.     After entering the process name and completing the remaining information, click OK to create a new dictionary process. After creating the dictionary (...)

(...) t a HTTP method, if creating a new user set it to POST:     Next step is transferring the user object in JSON format, form field list of the user workflow is available in Graph document ation.     If you want to transfer response data to the BPS instance a Response tab configuration is also required. When invoking Graph, value loading will fail if the JSON (...)