(...) 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 (...)
(...) also search attachments with the specific name. In the presented example, the “Check attachments” button has been created, which verifies if there is at least one attachment named “template .docx”. If at least one added file will have the template .docx name, then after clicking the button, a message will be displayed informing that the required file has already been added. & (...)
(...) configuration must be loaded into ZooKeeper according to the documentation -> Upload a Configuration Directory. The configurations can be found in the BPS installer folder at (.SearchServerSolrSolrtemplate sconfigsets). The next step is to create the collection by invoking individual addresses (in this example, the loadbalancer address for solr is solr:8983): http://solr:8983/solr/admin (...)
(...) Applies to version 2020.1.3; author: Michał Kastelik The WEBCON BPS program allows you to build advanced form template s. One of the features that can be especially useful is showing or hiding form fields depending on the value of another form field. For example, you can decide that some fields won’t be shown on the form unless the user checks a field that makes them visible. Th (...)
(...) its needs. To customize the form, expand the Workflows branch and select "Compact form". Fig.2 Compact form configuration in Designer Studio Then, in the "Global form template " tab, click the "Break settings inheritance" button. Fig.3 Breaking inheritance on the global form After confirmation, the form's configuration scree (...)
(...) in additional application privileges from the platform administrator. Fig.4 Enabling the administrative mode on the form Once you have opened the admin mode, select "HTML template " from the menu. Fig.5 Downloading the HTML template containing the form fields' names The downloaded template will contain database fields for the form fiel (...)
(...) Create a list Choose the "Connection" and use this action to create a new SharePoint list on a site you specify in the "Site address" field. Then, decide which "template " should be used to create the new list. After that, fill in the "Name" and "Description" fields. You can also save the address of the newly created list in a form field a (...)
(...) site) is executed independently of other actions that take place when the element goes to the next step. In other words, the site is created even if other actions are still being executed. Site template s In the action configuration window, you can click on the “template ” tab and define what template should be used when creating a new site. Use the “Static” option (checked (...)
(...) applies only to the columns that are visible on the form. Columns hidden in a given view will not be exported to the Excel file. Import data to the item list First, prepare the file template . The easiest way is to use a file exported from a given form field and then complete it with new information. Go to the “Import settings” tab. There are several options to be completed: (...)
(...) 3. The example configuration Files to be processed - the service will check all supported file types by default – you can limit them to PDF only or select the advanced filters template for name of created attachment – you can define the name under which the file will be loaded to the workflow (by default – the name of the file that will be scanned). If you want to chang (...)
(...) Applies to version 2020.1.3; author: Michał Kastelik The WEBCON BPS platform has mechanisms for importing and exporting application template s between environments, e.g., test and production environment or WEBCON BPS On-Premises and the Cloud Platform environment. One of the possible uses of this functionality is testing your application in the test environment, exporting the application template , a (...)
(...) eld matrix and define the visibility/editability/requiredness for each field in the individual steps. The matrix consists of four sections where you can place form fields according to the global form template – top panel, left panel, right panel, and bottom panel. The legend of the field matrix is on the bottom bar of the tab: Blue square – visibility of the form field Green square (...)
(...) le from BPS 2019) N/A N/A N/A Substitutions Web Part Not available - replaced with Portal functions (available from BPS 2019) N/A N/A N/A Word template s created using the Add-In in version 2017.1 and lower Supported Supported Not supported Not supported Workflows Audit and Analysis available from Workflow design (...)
(...) ilt-in application import/export mechanism. Starting from version 2021.1.1, the mechanism was extended with transferring the contents of the dictionary processes and workflows for storing document template s. Transferring the contents of the dictionaries A workflow for the dictionary process has been created that stores the personal data of employees. The report below presents the created fields (...)
(...) plan contains. Below is the configuration of this column: Fig. 2. Configuration of the calculated column Next, go to the data source configuration – in the “template ” field, select the Vacation plans option. Fig. 3. Data source configuration – the first way For the template to be validated correctly, this source must con (...)
(...) y people who do not have access to the company’s internal network (temporarily or permanently). You can prepare an Excel file and indicate data to be filled out. Importing the document template s with duplicate values from Excel files. Importing Excel files that contain values calculated using a spreadsheet. We have created the simple “Leave requests” workflow w (...)
(...) rge quiet zone size b) Barcode read DPI – specify the resolution with which the barcode was written; correct entering a resolution increases the probability of code recognition. c) Code template (regex) – define a regular expression based on which the selected barcodes that match the created expression will be matched from the document – e.g. the ^. * WEBCON *. $ expression will (...)