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(...) Applies to version 2019.1; author: Konrad Wojtycza   Introduction From the point of view of business requi rements, a common need is the approval of the document by people on the designated approval path. WEBCON BPS introduces functionality that simplifies the configuration of your approval workflow – a list of items. A person authorized to approve can edit only the line t (...)

(...) the form (Fig. 5) you can also: Overwrite the configuration of form fields, item list columns Define the visibility of the system areas Change settings such as visibility, editability or requi rements form fields   Below there is an example – the “Analitical breakdown” item list:   Fig. 5. The red icon of the tools to signa that the configuratio (...)

(...) the time in which the element should be in a given step. It allows you to check if individual people with the assigned task do not hold it longer than they should, or if the form is created in non-intui tive manner, which will result in a longer than the assumed time of editing. This article describes the analysis functionality in WEBCON BPS Designer Studio 2020.   System settings (...)

(...) port with instances from the Archive step. Add a new mass action button, select the created technical path and drag the form field from the tree to the left side (5). Select if the field should be requi red and make sure that the report has a column called Step!. Drag the button to the left in the Views tab.   Fig. 10. Mass action changing the “Change amount” field va (...)

(...) onth/number in a month   Fig. 2. Instance number settings on the form level   In this way, subsequent numbers will be assigned throughout the entire workflow, without distingui shing between types of instances. For example, if you register one instance of each type, their instance numbers will look like this: DOM/2020/09/000001 FOR/2020/09/000002 LOC/2020/09/000000 (...)

(...) ion, process, document type and form fields from which the data for printing will be loaded.     Business case – Car Fleet Management The simple application used for equi pment rental (IT and office) has been created. The main process generates a contract ready to be signed.     The Equi pment rental process consists of several steps. An employee (...)

(...) ://127.0.0.1:80&client_id={ClientID}    Due to security policy, a warning about the unverified application will be displayed on the screen. This verification is possible but requi res contact with Google and it is not requi red at this moment. Just expand the “Advanced” tab, accept the risk, and confirm the access.   Fig. 8. The confirmation window (...)

(...) nce between the configuration of the action of changing the value of a single field and the configuration of changing the value of multiple fields in order to use them effectively depending on the requi rements of the process.

(...) onfigured button on the form:   Fig. 11. The form with the configured button   Clicking on the “Validate fields” button checks the correctness of the “Requi red by date” and “Amount” field. In the form rule, you can define the various message that appears on the screen, depending on the values of the checked fields (Fig. 12).   (...)

(...) o;System permissions” section and sign the form.   Fig. 5. The Handwritten signature form field on the form - revoke privileges   At the “Eligibility for equi pment” step, the employee must return the equi pment listed in the item list. The person responsible for the offboarding process can comment and confirm that the item has been returned.   (...)

(...) Applies to version 2019.1; author: Konrad Wojtycza   The “Suggested” report allows you to qui ckly find the searched instance based on its current status and form field describing it. It displays all instances that have been updated or created in the last year that the user (currently vieving the portal) has access to.  Fig. 1 presents the “Suggested” rep (...)

(...) workflows WFSteps – the configuration of steps WFStepForms – the configuration of the form types on the individual steps and workflows WFStepFormFields – information about requi rements and editability of form fields and additional configuration settings on the individual forms WFStepFormFieldDetails – it describes information about requi rements and editability of ite (...)

(...)   Summary The JavaScript functions for HTML form fields mentioned in the article are not the only ones, but only the most basic ones offered by WEBCON BPS. They allow you to easily and qui ckly control what is being displayed on the form. It is also worth noting that adding such buttons makes the form look much more readable and transparent, making your employees happy that your co (...)

(...) . WEBCON BPS Designer Studio     The downloaded Excel file template:   Fig. 2. The Excel file template   Email – user’s e-mail address (requi red) Name – user’s name and surname (requi red) BpsId – user’s e-mail address (requi red). In WEBCON BPS, the e-mail address is the unique user ID JobTitle – user&rsq (...)

(...) e records? This function checks if the item list has at least one record. You can use it to write the more complex HTML codes.     If there are rows in the item list, the requi red “Consultant” field will appear after clicking the “Verify” button. If the item list does not have any records (or rows have been deleted), that after clicking this button & (...)

(...)   PDF version Disclaimer Every installation of WEBCON BPS is unique, and may face certain challenges not covered here. Therefore, this document should be treated a general set of gui delines and not universal dogma. The scenario presented here was tested and used to deSharePointize our Support Portal http://support. webcon.com.   1. Updating WEBCON BPS to the (...)

(...) ndash; based on the custom configuration   Fig. 5. The configuration of the action – Authentication tab   When selecting the type of authentication, the number of requi red fields to be completed changes.   Authentication type Requi red fields Anonymous - NT (...)

(...) e REST Web Service data source – in the configuration, select the connection and the suffix URL (it will be added to the base service instance URL). The suffix can be parametrized if the API requi res it (or allows it). Next, select the HTTP method (GET, POST, PUT, PATCH or DELETE). In this case, we use the GET method. In the “Custom headers” tab, you can add additional header p (...)

(...) nal see: BPS actions - introduction.   Introduction Global form template Field matrix - basics Filling in field matrix Visibility tab Visibility - example Editability and requi redness tab Editability and requi redness - example Style and behavior tab Style and behavior - example Behavior tab Summary     Introduction The form is the basic e (...)

(...) Introduction The OCR AI Learn mechanism allows you to create dedicated templates for recognizing documents in the process. Depending on the type of processed documents, various different distingui shers are used, which clearly indicate which template to use for the document. For example, in the invoice process – the contractor’s Tax ID is the most used. If in the process there (...)