(...) eated in DocuSign will be saved. Fig. 6. The configuration of the action In the next fields, enter the title and content of the e-mail sent with the attachment, indicate column s of the item list where information about the document recipients is entered on the form. DocuSign allows you to send several documents to sign – they are sent as one envelope so all of them mu (...)
(...) Fig. 1. The name view for the selected process is created from their name and the ID number Fig. 2. The process based on the view from Fig. 1 The view displays data from the column s which are present by default for each process, and additionally from the column s that store the selected form field values created in the process – in the number corresponding to the number of (...)
(...) eld Fig. 5. The name above the text field Data row In the “Advanced configuration” of these form field, we manage the way of displaying the selected column s. Next to the “Display name” header there are new options do select: Indicator field – displays the numerical value in the form of an icon with different colors: by less tha (...)
(...) ontain 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” option on the selected column – values in that column will take the user directly to the form of the instance they clicked. The preview window also works in forms on form fields of the data table. (...)
(...) the training does not have any registered participants, the certificates generation does not make sense. Entries on the item list are in the WFElementDetails table and can be found by a DET_WFDID column storing an instance ID where the list locates. There is only one list type on this type of document, so we don’t have to narrow the query down to a specific type of list. Every returned entry f (...)
(...) view of the process workflow on the mobile devices. Reports and dashboards The new way of displaying reports allows to select defined views and also change the displayed column s and edit reports directly on the mobile devices. New to the mobile application is the ability of displaying dashboards. Dashboards containing reports, charts, start buttons and other elements are av (...)
(...) e data row form field Knowing of which companies are in arrears with payments, you can add these companies to the “Contractors with arrears” item list. A list consists of two column s – contractor name and their debt. The contractor is selected from the dictionary and the arrears column is a data row configured in the same way as it is shown in Figure 6. For each of the (...)
(...) reated during the first execution of the timeout. To avoid repetition, we can save the value from “Location” and map it to some technical form field in the “Destination field” column : Now that we have passed a value to a technical form field on the first successful execution, we can build a simple execution condition for our action, which will allow it (...)
(...) Applies to version: 2020.1.x and above; author: Michał Kastelik This article describes: How to start a WEBCON BPS workflow using advanced column formatting in the SharePoint library. How to download an attachment from a SharePoint library and insert it in a BPS workflow. Read this article if you are interested in SharePoint workflows made easy by using (...)
(...) a database configuration, while the “WFAttachmentFiles” stores the attachment files. Fig. 1. Construction of external attachments database The most important column s in the “WFAttachmentFIles” table are: ATF_ID – a row ID ATF_ATTID – a relation to the WFDataAttachmets table in the content database ATF_WFDID – an instance I (...)
(...) EID – the form type iD, the main key (DTYPE_ID) in the WFDocTypes table Data storage The WFHistoryElements table stores all information about the progress of the instance. Selected column s of this table are presented below: WFH_Version – informs which entry is which version of the instance. After starting the workflow, the first entry in the WFHistoryElements table will ha (...)
(...) roduction WEBCON BPS can be extensively integrated with Microsoft SharePoint Online. This article describes how to start a workflow by using a standard SharePoint list with advanced column formatting. In the presented scenario, the SharePoint list will be used to start the workflow of inviting people to the conference – after entering the name and surname, a marketing workflow (...)
(...) Item lists and data tables In the template you can also add the item lists defined on the form. After adding the item list, a window will appear in which you should set the visibility, order and column names. For the column s with numerical data there is the ability to add a row summing the values. After confirming the configuration, the list will be added to the template (...)
(...) 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 three most often used column s from the user’s point of view was displayed: CAL_IsDeleted – information whether the row was deleted CAL_WorkingDate – a date CAL_IsWorkingDay – information whether (...)
(...) 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 column s – these column s display the information on how many days of vacation a given person has to use. You can also decide what kind of information will be visible on the schedule. Vacation ty (...)
(...) ueue” option. This option is set by default. Fig. 1. The “Send a custom e-mail” configuration WFMails table structure A description of WFMails table column s: MAIL_Status – information about the status of the message MAIL_AttemptsNumber – a number of attempts to send a message MAIL_LastAttemptTime – a last attempt to send a mes (...)
(...) on The WFSecurities table contains information about current privileges granted at the process level, instance and type form in the context of a given workflow. The table consists of the following column s: SEC_LevelID – information about the access level: 1 – Admin 2 – Modify without delete 3 – ReadOnly 4 – AddNew 5 – ReadOnly without at (...)
(...) oping the process is related to an increase in the number of form fields used, although this is not always necessary. For more information see: WEBCON BPS – limits of form fields and column s. This article describes how to limit the number of form fields in WEBCON BPS 2020 and presents good practices in planning and configuring process – so that these limits are not reached. (...)
(...) in the following screenshot: Fig. 4. The SQL Manager Studio window How to write a query to see what happens in the action logs? The most frequently checked column s in action logs are: LOG_ACTID – stores the action ID number LOG_ActionSucceeded – information whether the action was correctly performed LOG_AdditionalMessage – additional (...)
(...) s you to indicate a substituted and substitute user or group. The values can be entered in the “Always to” field or a dynamic selection can be set based on the form field or the item list column (the action is executed only on the first login, the others are skipped). Substitution date – enter the start and end date of the substitution. The date can be selected from the calendar or c (...)