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(...) Yeoman and SharePoint generator can be installed by using the commands in PowerShell: npm install -g yo gulp npm install -g @microsoft/generator-sharePoint   Generating an extension template The first step is to generate a solution template . Create a solution folder (e.g. c:StartBPS) and start a Yeoman generator in this folder using the command: PS C:StartBPS> yo @microsoft (...)

(...) the given priority. The system will move the instance by a default path to the next step, 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 d (...)

(...) ption   In the window which appears on the screen, select the “View logs” tab.   Fig. 2. The “Administration tools” window   The SQL query template is automatically substituted in the “Query” section. Such a query should be implemented with an action ID. You can also add the additional filter in the “Additional filter” se (...)

(...) ;Connect” button. The system will ask you for your login and password. Fig. 5. The Portal login window   After connecting with the Portal click the “File Generation template s” button. Fig. 6. The “File Generation template s” option   On the right there is a menu in which you must indicate the application, process and document type from (...)

(...) CR action is triggered. All fields marked by the user as ‘to learn’ will be marked both after saving the form and moving on to the next step. As long as the process of learning the OCR template is triggered.   Examples of use: Creating a separate step, in which the administrator decides about what triggers learning for a given template The ability to save the form during (...)

(...) plete the {0} and {1} variables by entering the specific form field name and its value in their place. When entering the translations you should keep exactly the same number of variables as in the template text. These variables should be placed in the appropriate place of the translated sentences so that the whole text will be correct from the point of view of a specified language. WEBCON BPS Transl (...)

(...) in Cracow and Warsaw. In each of these departments, there are people working in accounting who are responsible for processing company invoices. In the next step, we prepare the appropriate action template s that will allow us to assign tasks to the BPS Secretariat and Accounting groups. In this case, the BPS groups will be used, but you also can use AD or SharePoint groups.   Configuration (...)

(...) ill 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 process, (...)

(...) -In allows to follow the history of changes in the documents placed in BPS repository (attachment list on SharePoint), compare documents which are in the repository, browse form field list and create template s for “Generate DOCX” action. In order to allow user to edit attachments added to the document it is needed to configure the website and name with the attachment library. If the target (...)

(...) documentation: right-click on a process in Designer Studio use the Ctrl + D go to the Tasks tab     A window will appear that contains three options: Document template - Polish, English, German. Content language - a list of languages for which translations can be made. You can set the available languages in Designer Studio -> System settings -> Global param (...)

(...) sp; Fig. 2. The configuration of the step description   The position of the tasks displayed on the form and their visibility at individual steps can be configured on the global form template .   Fig. 3. The “Task details” section on the global form template   Task description Task descriptions allow you to describe what activities should be perfor (...)

(...) osława Markopolska   The article describes the functionality of inheriting the global form settings and form field definition in WEBCON BPS.   Inheriting form settings Global template inheritance – this setting the order of form fields according to the process tree. This means that the order of the form fields in the group and columns on the item list configured in the proce (...)

(...) 9).   Fig. 9. Search panel configuration   Good practices: The instance number should be carefully considered before starting the production process. You can edit the template at any time, but this is not the recommended solution. It can disrupt the continuity of the numbering of subsequent signatures so the numbers of the already created instances will not be changed in a (...)

(...) Applies to version 2019.1; author: Józef Cyran   Introduction WEBCON BPS allows you to generate/update Word documents (e.g. invoices, contracts) based on a template that inserts data from the system (e.g. data from the workflow instance that caused the file to be created) and also convert them to PDF (if necessary). To do this, you need our Word add-in to be downloaded from WEBCON BP (...)

(...) written signature form field   A Word file is generated in the workflow where the signatures of people responsible for the individual activities will be applied. The signature added to the template looks like this (yellow field):   Fig. 3. The Handwritten signature form field in the Word template   Example of use At the “Registration” step the employee&r (...)

(...) in which the business rules are defined WFActionBusinessRules – the configuration of the business rules used in the action configuration   4. E-mail notifications WFMessagetemplate s – the configuration of the e-mail notification template s   g) Configuration tables related to the setting of the “Presentation” section   Fig. 9. Config (...)

(...) he system. To save time, you can use the ability of adding more users from an Excel file.   Adding users from an Excel file To add users, prepare an Excel file based on the defined template . This template can be downloaded from WEBCON BPS Designer Studio – go to the System settings tab -> BPS users list and click the Download template button. The system will download the Excel (...)

(...) . Test all applications and make changes in the configuration that are necessary to operate as WEBCON BPS StandAlone Change of all invokes in the configuration of the processes, actions, e-mail template s to the new portal address. The best solution is to replace the URL address with a global or process constant – the configuration will be in one place in WEBCON BPS, which will facilitate (...)

(...) The article is an update of the already existing article, it shows the configuration in version 2020.1.3. For the original see: BPS actions - introduction.   Introduction Global form template Field matrix - basics Filling in field matrix Visibility tab Visibility - example Editability and requiredness tab Editability and requiredness - example Style and behavior tab Style (...)

(...) Applies to version: 2020.1.x; author: Wojciech Kołodziej   Introduction The OCR AI Learn mechanism allows you to create dedicated template s for recognizing documents in the process. Depending on the type of processed documents, various different distinguishers are used, which clearly indicate which template to use for the document. For example, in the invoice process – the contracto (...)