(...) le described, the name will remain as in the original attachment. Fig. 3. The business rule returning the file name 2. The path with actions On the “Active” step , a dedicated “Send the attachment via OneDrive” path was added that contains several actions: Get users drive ID (using the REST Web service action) Put attachment to OneDrive D (...)
(...) he workflow paths directly from here. This article describes how to configure the application and add a list of available paths in the form menu. By default, buttons used to change the workflow step s are located at the bottom of the form. Fig. 1. The WEBCON BPS form When forms are complex with many different form fields, it is often necessary to scroll to the bottom (...)
(...) when implemented? In this article, we assume you already have an application for handling Cases. If you do, open it and follow the tutorial. If you don’t have it, you can still replicate the step s we explain in another application you have available. In your application, you will configure a form field for the Contractor to be shown only if the user marks the Associated with contractor ch (...)
(...) Fig.1 Compact form in the preview window What is a form? On the WEBCON BPS platform, a form is a representation of one of the workflows in the process at a given step of the workflow. A form is made up of its configuration, the form fields displayed on it, and their settings. The form fields are organized in order and position (top, left, right, bottom) that is se (...)
(...) documentation for the process or guidelines that should be taken into consideration before submitting the form. Workflow automation becomes easy when you use it. The button can be available on all step s 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 ne (...)
(...) If you want to learn about this, go here: SharePoint Online – privileges (webcon.com) How to start First, open the WEBCON BPS Designer Studio. Choose the workflow and its step at which you want to add an action. Then, add the action, click on the action type, and expand the "SharePoint - content" group. Now, let us explain what you can choose. Fig.2 Se (...)
(...) sp; Creating a SharePoint site with an action After creating the connection to SharePoint, we can start the action configuration. In the described process, we will define action on entry to the step "Investment in progress". It will create a new SharePoint site. Fig. 2 Process schema To do it, we will go to the Workflow with this step , right-click on t (...)
(...) blank - in case of an error, data import is performed and invalid cells are blank d) Required values: Require all columns - requires all columns in the imported file Use step configuration - requires values that are required in the configuration of a given step Require the first column - requires only the first column in the imported file Click the & (...)
(...) Each section can be edited with PowerShell, CSS styles, or JavaScript. We recommend that you start your customization by making a copy of the default theme, and then we will walk you through the step s to modify it to suit your needs. In PowerShell, use the command: New-AdfsWebTheme -Name DefaultAdfs2019 -SourceName MyADFSWebTheme It will create a c (...)
(...) 4 The first information screen for exporting the application Now, the system will analyze the environment. Once it is completed, press the "Next" button, and you will enter the step "Related elements." Here you can select or unselect parts of the application you want to export by checking or unchecking the box next to them. Unless you uncheck an application's p (...)
(...) r licenses. Business case To explain how to use the BPS users list, we have created a simple “Purchase order” workflow. At the “Purchase order approval” step , it is necessary to consult the order with a person from outside the organization; they are not on the BPS users list. To do so, we will add an external user and give them appropriate privileges. (...)
(...) sp; Below is a simple example of how you can use the diagnostics to understand what happened on the form. Fig. 7 Sample workflow Fig. 8 A sample form in the start step The "Information" form field is a data row that notifies the user that a director must approve the requisition. A session has been recorded from the moment the form wa (...)
(...) them, and the last form type is used for editing an existing user. The workflow with each of the three forms can be launched from Portal. All these forms use the same workflow. The first step allows submitting a form for creating, deleting, or editing the user. Once submitted, it is sent for acceptance to the Approver. If the Approver accepts, the action requested in the form (create, del (...)
(...) NCAT function can work dynamically on the form, i.e., it can be executed after each change in the value of the Text 1, 2, 3 form fields; it can also work statically, e.g., when the form goes from one step to another (on a path)or when a button is clicked. For the function to work dynamically, in the “Style and behavior” tab we have added a rule that sets the value of the Concat(T (...)
(...) Applies to version 2020.1.3; author: Dawid Golonka In the WEBCON BPS system, the processed instances move from one workflow step to another. Tasks are assigned in these step s, 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 (...)
(...) separately. By default, the system inherits the application's dashboard privileges (you can change them if you wish). Fig. 2. Privileges for the dashboard The next step is to configure the added dashboard. After entering the "Configuration" tab in Designer Studio, you will see where you can configure the dashboard – click the “+” symbol a (...)
(...) the cursor in the field. This article presents the operation of this function based on a business scenario – accounting process. Below you can see the form at the cost invoice registration step . The edit cursor is automatically set in the “Invoice number” field. Fig. 1. The Accounting process form When an accounting document is processed by the OCR (...)
(...) Applies to version 2021.1.1; author: Kinga Bożęcka This article presents an auxiliary process for creating tags that consists of only 3 step s - registration, modification, and final step . The tags specified in it can be used 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 (...)
(...) ees in a given company will be assessed. Below there is a sample list of behaviors for an employee: Fig. 1 - Sample behaviors and attitudes To create such a list, you will need a simple two-step workflow and a “List of behaviors” item list with two columns – The occurring behavior and Not active. Fig. 2 - The “List of behaviors” workflow If the superi (...)
(...) urden for the system, so in case of very complex systems it is recommended to specify a time outside standard working hours. Fig. 3. Configuring the Substitution schedule The next step is to enable substitutions at the process level. To do this, go to the selected process in Designer Studio and select Use automatic task delegation in the Settings tab. Fig. 4. Configuring the (...)