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(...) Wojtycza   Introduction WEBCON BPS allows you to send notifications about tasks assigned to users. You can send the standard notifications which are automatically generated based on the instance content and sent after going through the next step, as well as custom notifications, that are tailored to the business needs and prepared based on the local template. In both cases, the content is ba (...)

(...) ; ID or Name Workflow – ID or Name Form type – ID or Name Current step – ID or Name Business entity – ID or Name Logged on user – ID or Name Document – instance number Document – Parent instance number Is admin mode active? – True or False Do I have permission to edit? – True or False Is edit mode active? – True or False Is (...)

(...) Applies to version 2020.1.3; author: Konrad Wojtycza   Introduction Task creation is one of the basic functionalities enabling the creation of instance workflows in WEBCON BPS. Tasks in the system can be created in the step configuration on a given path or as an action that can be placed e.g. on the entry to the step. This article describes the “Create a task action” actio (...)

(...) Applies to version 2020.1.3; author: Paweł Fijał   Introduction When creating the instance workflow in WEBCON BPS, they may be a situation where we would like the attachment added on the form to be stored in the cloud e.g. in OneDrive. People who are not taking part in the process will be able to access it. This article describes how to add attachments to OneDrive using the REST action. (...)

(...) or of the validation rule and click Test. The Expression preview window will be displayed, which will return a value determined by checking the condition based on the value from the indicated process instance . To test the rule, enter the appropriate workflow instance ID.   Fig. 7. The expression editor of the rule   Validations can check not only numerical values, but also da (...)

(...) language in which the formula should be defined is SQL. In the calculated column, use the field names from the database (e.g., WFD_AttText1) - it will return the value from the form field for a given instance .   Fig.3 Selecting data type returned in the column   Calculated columns can have one of the defined types: Text - the result of the formula will be a text value, (...)

(...) easy when you use it. The button can be available on all steps of the Workflow or just at the selected one(s).  If it launches a sub workflow, it will be automatically connected to its parent instance , and you can pass values to initialize fields in the new instance . Interested? Then continue reading to learn how to configure a button that starts a workflow from the form.   The scena (...)

(...) tachment to a list”   In the "Select:" option, you can choose: All attachments - the action will add all attachments from the attachment zone of the workflow instance , The oldest attachment - the action will add a single attachment (the oldest one), The newest attachment - the action will add a single attachment (the newest one), Regular expression - allows (...)

(...) indicated in the “Source directory” field and then execute the action indicated in the “Main mode” field. After the correct execution (e.g. connecting the file to the workflow instance ), the source file is transferred to the folder indicated in the “Archive directory” field. Be sure to make the specified directories available to the svc.bps user. The example configur (...)

(...) l navigation link allows you to add to the WEBCON BPS Portal navigation bar, e.g. a link to the organization’s website, intranet, important information for users or a link to another BPS Portal instance . Remember that after clicking on the link, a user will be redirected to the indicated address (a new browser window/tab will not be opened).   Fig. 3. The redirected page

(...) uo;Read-only” section.   Fig. 9. Granting privileges on the application level   Now, Artur Rohacz will have access to the” Purchase order” application and instance s (processes) in which they collaborated. It which should be sufficient in the business case we present. However, if you want to grant the user access to all process elements, you can do this on th (...)

(...) the form was loaded at the start step to the moment when the "Information" form field appeared on the form.  Fig. 9 Saved session   Start Workflow instance   Here are stored the queries invoked when starting a new form, including those regarding individual instance s' visibility and editability. You can see that the "Information" (...)

(...) Applies to version 2020.1.3; author:  Dawid Golonka In the WEBCON BPS system, the processed instance s move from one workflow step to another. Tasks are assigned in these steps, and users or groups of users assigned to these tasks must perform an action. WEBCON BPS has a comprehensive tool that allows you to choose who the task should go to in the next step; it is configured in the ‘Task ass (...)

(...) tions: Basic (Start, Report, Text) Reports (Report, Task counter, Report Tile, Power BI) Text, media, and content (Text, Image, Embedded element, HTML code) Miscellaneous (Refresher, Find instance , Application description, Recent activities, Application supervisor, Suggested reports)   Each of these elements can be properly configured after you add them.   Description a (...)

(...) sed in other processes, e.g., to tag individual promotions when planning a promotional campaign or to create a report where you group promotions by tags used in them. You can also search for workflow instance s using tags and find them faster.   In this article, we will show you: 1) how to configure the tagging process, 2) an example of its use to tag planned promotions, and 3) the opportunities (...)

(...) section, select OpenID Connect, and click New. Then, complete the configuration fields:   Active in Designer Studio” and “Active in BPS Portal” - decides to which instance s of the system it will be possible to log in using the authentication provider we have configured. “Scheme” – this is the provider’s internal name; must be unique and differ (...)

(...) uncheck the “Allow delete” option - instead of deleting rows we will mark them as inactive. On the Register path, you should add the form validation action to check the uniqueness of the instance . If the “Role” form field has been added, then in the system should be only one workflow instance with a list for an employee and one with a list for a superior. Fig. 4 - The conf (...)

(...) ctive tasks. Fig. 1. Task delegation substitution – configuration in WEBCON BPS Portal Tasks in WEBCON BPS are subject to substitution – the Substitute is authorized to modify instance s of the workflows in which the Replaced person has active tasks. Privileges are not subject to substitution. If the Replaced person has privileges to edit an instance , but does not have active tasks (...)

(...) s that should be included in the report. You can: 1) use “Rows per page” to set how many rows should be displayed per page (if you select “Dynamic,” the number of workflows instance s shown on the report will adjust automatically to the browser’s window size), 2) use “Standard filters” to filter by form fields (and their values), e.g., deciding to display onl (...)

(...) dquo;Financial administrator” field, who in the “Payment status” column indicates if the payment has been made at each billing cycle. If a client has not paid on time, they move the instance to the “Administration” step where the subscription administrator can suspend or cancel the subscription. At this step, the administrator can also add new subscriptions and set their stat (...)