(...) ype – this form field is a choice field with the ability to enter multilingual names. The default value is set by providing an ID to correctly save the name translations. ID is stored in a process constant which allows you to enter the different values depending on the DEV-TEST-PROD environment, and use them in other places in the process configuration. Fig. 8. The default v (...)
(...) rent workflow instance – when the workflow instance triggers this action, their parent instance will be updated (after selecting this mode as active – only the choice fields of the parent process and entering comment remain) Form field value – the “Instance identifier” field will become active. You must enter a variable which refers the form field that contains the instanc (...)
(...) System – the article below will discuss how this step works b) Waiting for scan The workflow service role – “Folder monitoring” will check files and process the barcode located in it. If the file is correctly recognized, then it is attached to the list of attachments of the workflow instance associated with the barcode. Also, if the instance is in the &l (...)
(...) ible to configure several authentication providers. One of them is ADFS (Active Directory Federation Services). If the organization uses the single-on with ADFS and we want the authentication process in the WEBCON BPS application to be “transparent/invisible?” for users or we want to make the application available to users outside the domain – there is an option to register WEBC (...)
(...) . WEBCON BPS Designer Studio – main view of report configuration In the “General” tab enter the report name and go to the “Configuration” tab. In the “process ” section you can select whether the report will contain instances from all process es, selected process es or will contain only archived instances. Select the process to be reported from the list (...)
(...) n: 2020.1.x and above; author: Michał Kastelik Introduction In WEBCON BPS 2020, a new method of creating translations for data values in picker fields has been added. To simplify the process of translation, you can use data source columns. Creating a translation data source To create a data source for translation, you can use the functionality of dictionary process es. Fi (...)
(...) the previous step, the user didn’t have any active tasks (e.g. document registration, system step, waiting for subworkflows, positive and negative final steps, steps related to the scan or OCR process ing). Assign to users who completed tasks in previous step – the task is assigned only to the users who completed their task in the previous step (in this case – to the u (...)
(...) anned documents and PDF files into editable form. It is also responsible for generating a text layer on the attachments in workflows. Installation Before starting the installation process , creating a folder called “ABBYY” in the WEBCON BPS installation folder is necessary. The next step is to download the ABBYY FineReader 11 component – go (...)
(...) 1.x and above; author: Marcin Pisarek Introduction In WEBCON BPS the individual steps require tasks to be performed by a specific user or group of users. The appropriate design of a process and the correct assignment of tasks can improve the performance of daily duties, document process ing and company management. The article describes the idea of assigning tasks to groups – on the (...)
(...) Applies to version: 2020.1.x and above; author: Paweł Drab When creating large and complex process es, problems with workflows becoming too complicated can often appear, which can be problematic especially for end-users. To check if our process requires reconstruction and simplification, we recommend making an audit of such workflow. Why should we do a workflow audit? A w (...)
(...) s “for learning” The ability to hide learn fields if the recognized values are compatible with the expected ones, e.g., with the values of suppliers’ documents or rules set in the process C) The designation of the learning buttons is “remembered” until the learning OCR action is triggered. All fields marked by the user as ‘to learn’ will be ma (...)
(...) gic, without indicating the specific users or groups. For example, in the Back to the author step – the task will be forwarded to the person who started the process . A detailed description of this functionality can be found at Predefined task assignment (webcon.com) Based on the business rule In the 2020 version, the “Always to& (...)
(...) To add the report, go to the WEBCON BPS Portal and select the “Table” from the menu. In the Table report configuration, in the Source tab, select the process containing the item list that will be loaded. To add item list columns to the configured report view, open the Columns tab and select columns from the item list t (...)
(...) ality. Business case The new functionality can be used when is necessary to modify/save data outside the system. One of the examples is business trips or vacations. In the vacation process es, data tables are used to display the vacation requests of employees in a given year. Such data can be exported directly from a workflow instance to an Excel file and then process ed in an accounting (...)
(...) d translation of Portal content. Translations in the system Phrases that can be translated in WEBCON BPS are divided into two categories. On one hand, there are phrases connected with process and application configuration. Those text phrases can be different in every process and are defined independently. Translatable phrases from configuration areas are for example: process name, form fi (...)
(...) rtments (similarly, the mechanism can also be used in the case of companies) – in Cracow and Warsaw. In each of these departments, there are people working in accounting who are responsible for process ing company invoices. In the next step, we prepare the appropriate action templates that will allow us to assign tasks to the BPS Secretariat and Accounting groups. In this case, the BPS groups wil (...)
(...) ta on the form) and creating a new index in the SOLR database for the updated workflow instance. It depends on: server load and the number of instances in the queue – the more instances must be process ed, the more time it will take to update the last instance in the queue. In practice, if the server is efficient and data indexing tasks are not queued, then such an updated instance will be refreshed (...)
(...) xpenses have already been updated). Fig.1. New expense reporting form Fig. 2. Form for settling reported expenses Fig. 3. Connection diagram between process es Let’s create the queue mechanism in such a way, that the cyclical action takes only those instances that haven’t been moved in the previous cycle. For this purpose, we need (...)
(...) lies to version: 2020.1.x; author: Michał Kastelik WEBCON BPS add-in for MS Teams enables the integration of the WEBCON BPS platform with Microsoft Teams. The article below presents the process of add-in installation and configuration. We will also show how can you access to the task list. Installation of MS Teams add-in The process consists of downloading the add-in file an (...)
(...) copy image files (e.g. screenshots) by using the system clipboard. This functionality can be used in workflows where the user is required to attach some sort of screenshot (e.g. in support process es). How do you add any image to the workflow instance? After copying the image to the system clipboard (e.g. by using the Print Screen key) just click on the attachments area and past (...)