(...) new activation data. The procedure for changing the license from Express to Enterprise Below there is the instruction on how to migrate licenses from Express to Enterprise. The first step is to deactivate the Express license service. Next, click the “Deactivate” button – two options of deactivation appear on the screen: &nb (...)
(...) 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 the first step select: Driver – a Peron or group field Start and end date of use – a Date and time field Car – a Choice field A car driver can be selected by entering a fragment of (...)
(...) t has been registered in the system, a certificate for each user will be generated. Business case Workflows and forms First, configure the Training workflow. It contains two system step s – start and finish and one intermediate step . Fig. 1 Training workflow On the form, several form fields that store data about the training and users have been def (...)
(...) o refer to data recorded in this workflow in other processes, you must create a BPS data source and select the newly created invoice process, specify a form type and select the “Archived” step in their configuration. The following screenshot shows the form view at the registration step with examples of completed data. The “Contractor” field is selected from the dictionary. S (...)
(...) e order form the supplier is selected from the dictionary. The supplier’s dictionary contains information about the language in which you should contact the supplier. On one of the workflow step s, a transition path is available on which the order will be automatically generated and sent to the supplier. Fig. 4. An example configuration of the templates for the selected lang (...)
(...) s in a format that can be used for calling the Microsoft Graph method. Our technical form field prepared in such a way can be passed when creating a group like so: The last step in the configuration of the action creating the Office 365 group is the configuration of response processing after calling the Web service method. In the “Response” tab, the ID of the cre (...)
(...) ored ID (AttText4) a field in which the file ID is stored Item URL (AttText3) a field in which the file name ([$FileRef]) variable) is stored After moving to the next step , the workflow has the following actions defined: Update status – updating the Status column in the library Insert BPS link – saving the link to the WEBCON BPS instance (...)
(...) ments database can be created during the installation of the WEBCON BPS environment on the server. This can be done after creating the content database, on the “Content database creation” step . In the upper part of the window there is the ability of changing the connection parameters with the configuration database. The bottom part allows for selecting a process database that will be conne (...)
(...) the instance and form fields value and the WFHistoryElementDetails table – information about values from the “Item list” form field. Every time when the instance goes to the next step in the workflow, in the WFHistoryElements table a new entry will be created. If the form has the “Item list” form fields, the same will happen in the WFHistoryElementDetails table. Rel (...)
(...) instance preview will appear on the right. Fig. 1. The instance view in the compact form Description A simple invoice cost workflow was created. It consists of three step s – 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 (...)
(...) rdquo; -> “Advanced mode”. In the configuration select the field to which the formatting should be applied (in our case this is the Start field). In the next step , insert the JSON code of the solution – this code adds the object to the right of the column value containing the icon and the inscription that it also a link. In the case of the icon, one of t (...)
(...) ty of entering such data as the company name, Tax ID number and contact data (phone number, address..). The saved data will be stored in the Companies table. The next step is to configure the data row form field where you will refer to the Companies table. The columns you define will then be used to create the footer content. The SQL query should be defined as follo (...)
(...) fields, the tooltip will be located in the small “I” icon next to the form field. For the paths – you need to hover over the path button and you will see a tooltip. We can also add step descriptions that will appear in the Task details section of the form. Business case A simple vacation request workflow has been created and then, a new instance in the system has bee (...)
(...) was used in the configuration of the “Send a custom e-mail” action. Configuration of the “Send a custom e-mail” action The e-mail notifications can be defined on the step as actions of the following types: On path On entry On exit On timeout Upon instance deleting Upon instance saving On browser opening Menu button The “Send a (...)
(...) e of absence” workflow used to register the absence requests was created. Fig. 3. The “Leave of absence” workflow At the exit from the “Registration” step , the “Calculate days off” action has been created. This action calculates how many working days were selected by the employee in the planned date and then, displays this information on th (...)
(...) story of absences is not defined, the data will be loaded from the vacation process. It presents the submitted vacation requests – you can decide that the requests from the selected workflow step will be loaded to the chart, e.g. from the step where the requests approved by the supervisor are stored. The requests are presented in the form of the colored tiles, the color depends on the type (...)
(...) ser opening, menu button, on path or upon instance saving. We will create the action on the menu button for the purpose of the article. Go to the action configuration on the Department implementation step in the Register a department process. Add a new button type action in the menu and then, open their configuration. Fig. 3. Adding the Hyperlink action Open in new win (...)
(...) number of attempts to send a message MAIL_LastAttemptTime – a last attempt to send a message MAIL_WFDID – an instance ID from which the action was initiated MAIL_STPID – a step ID at which the message was queued MAIL_DEFID – a process ID in which the action was executed MAIL_Sender – an sender of the e-mail MAIL_Subject – a subject of the message (...)
(...) Privileges at the instance level You can grant the privileges at the level of the individual instance. The selected users or groups of users can be granted privileges for the individual step s – select the “Add privileges” action. In order to present changes in the WFSecurities table the action was configured on the “Acceptance”. Fig. 6. G (...)
(...) nd above; author: Józef Cyran Introduction During normal use of WEBCON BPS, users can select which path (among those available) the instance will 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 i (...)