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(...) Applies to version: 2022.1.3 and above; author: Krystyna Gawryał   Introduction Users can prepare document template s in MS Word that include data from forms designed in WEBCON BPS. A template prepared in this way can be used, for example, in a Word file generation action. In order to be able to use variables relating to form fields and other contextual variables of WENCON BPS, a (...)

(...) progressing forward until a number is returned and entered into the corresponding field. The form looks as follows:   Figure 4. Entry form     The “Generate template ” path generates a sample agreement document. The document for signature should have a PDF format. Begin with configuring REST connection from REST API Autenti.   Figure 5. A (...)

(...) Applies to version: 2022.1.3 and above; author: Krystyna Gawryał   Introduction WEBCON BPS allows you to create template s that will then be used to automatically generate standard documents containing the data entered on the form. Previously, such automation was only possible with the Word Classic add-in for MS Word, but now the all new add-in: Word Modern is available, which can also (...)

(...) ween the “Start” and “End” steps. Click the vertical ellipsis icon and choose “Configuration” from the expanded menu.     Insert the barcode template in the opened configuration window in the “template ” field and fill out the “Quantity” field determining the number of barcode labels to print. After entering the above-mentio (...)

(...) eplicated on Portal, in the Users and Licenses report in the Admin Panel. This area has some additional features not available in Designer Studio, like buttons for exporting/importing the licenses template in Excel and the ability to add/remove/edit user data.   To handle larger numbers of users, it is recommended to use the Manage BPS user licenses action. It can be integrated as part (...)

(...) uo; field. Proceed to the “Attachments to be processed” field and choose which files are to be added to the workflow. Define how the names of those files are to be formatted in the “template for created attachment name” field. Possible variants for a name template can be viewed in the context-sensitive help. Fig. 4. Context-sensitive help for the “template for create (...)

(...) uo; field. Proceed to the “Attachments to be processed” field and choose which files are to be added to the workflow. Define how the names of those files are to be formatted in the “template for created attachment name” field. Possible variants for a name template can be viewed in the context-sensitive help. Fig. 4. Context-sensitive help for the “template for created (...)

(...) ent file is generated with the data they entered in the form fields. Generating an agreement – a step containing the “Generate the PDF file” action triggered with a menu button. A template used for generating the agreement file contains a barcode with an ID of an “Agreement” workflow document the “Generate a PDF file” action applies to. A task holder in this ste (...)

(...) attachments in workflow instances.   Presentation and grouping of attachments The primary tool that can be used to define the appearance of the attachment field on a form is Global form template , and specifically its Attachments section. After clicking on this section, additional form properties are displayed, including Attachments Sorting Order and Related attachments:   Fig. (...)

(...) Applies to version: 2022.1.4 and above; author: Grzegorz Straś   Introduction In the configuration of actions (e.g. Send a custom e-mail) and in E-mail notification template s, it is possible to define an account that will be used as the sender instead of the default sender address. This can be either an E-mail address or a Distribution group with “Send as” privileges. (...)

(...) stem settings” button → the “Automations” node in the selection tree), workflow automations (as actions inserted globally in the workflow or in a particular step), action template s (process name → the “Configuration” button → the “Action template s” node). Note that these actions are not available in global automations. Enabling the (...)

(...) ices, as well as in warehouse spaces. In On Premises installations, which by default have access to the resources of the local company network, barcode printing requires the creation of a suitable template , configuration of a dedicated action and a document entry point for a network printer to which barcode printouts will be directed. This functionality is also available in WEBCONAPPS-SaaS installat (...)

(...) stance, containing information about the current form field values and selected system data. The second action offers more advanced configuration settings, including the use of a pre-designed message template , as well as the specification of Direct, CC, and BCC Recipients of the notification.   Detailed information on the Send a custom email action is available in the article: E-mails and t (...)

(...) ol in WEBCON BPS is configured separately for the Portal and Service segments. For the purpose of the configuration, the otlpsettings.json file is used. The file can be created using the otlpsettings.template .json file which is available in the Portal and Service main directories. (Please remember to change the file name by removing the “.template ” part from it). In both cases, the configurati (...)

(...) form after clicking the camera icon () located next to the Add attachment button [the icon is available if the user has selected the Add and delete checkbox in the attachments panel (the Global form template tab)]. Clicking the icon opens a new window that allows you to capture a photo:   By default, the mobile device's camera is activated upon opening this window (the application must (...)

(...) is an interesting option in the configuration of form fields: Never show in e-mail notifications. It’s worth noting that technical fields also won’t be included in e-mails. In the template configuration on a process, and in the action that sends a custom e-mail, you can control what links will be included in the message. Hiding unnecessary links is useful especially for e-mails that ar (...)

(...) container dedicated for WEBCON BPS Search Server in version 2024.1 or prepare an individual installation of Apache Solr in version 9.6. Next, create WEBCON BPS search indexes in them according to the template provided with the installer. After updating the databases, in the WEBCON BPS installer on the Search Server configuration step, provide the web address and the user credentials that will be used fo (...)

(...) in tabular form. Users can monitor, among other things, the number of times an action has been executed, when it was last initiated, and how many times it will be executed.   Generating template s based on instance form The template generation functionality allows the Business administrator to export the contents of the Portal and save them locally as either a Word or HTML file. You can (...)

(...) is also provided in dedicated chapters of the documentation generated for a given process.   Form and its configuration Enabling Workflow phases also makes changes to the Global form template in Designer Studio, where the Workflow phases control appears in the System areas section. Its function on the form is to inform the user which of the defined phases the workflow instance is currentl (...)

(...) ation in Designer Studio should be started by preparing the authentication in the Data sources tab. For the created authentication type OAuth2 User -> API, the Microsoft identity platform (Common) template should be selected. With this feature, the system will immediately load the necessary configuration. It remains to fill in the Client ID and Client Secret of the Azure application. Authentication (...)