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(...) 2020.1.x and above; author: Adrian Baszak   Introduction Setting up default values in form fields is one of the most basic and easy things that we can do to facilitate and improve the User experience of working with forms in the WEBCON BPS system. The following article describes the various methods used to configure the default values and examples of use.   Configuration (...)

(...) action connected to subworkflows – “Update related workflow instance”. This action allows you to change the value of the form fields in the parent workflow. More experienced system User s can associate the previous name of this action, which was changed in the 2016 release – it was previously called “Update the parent workflow”. The proper configuration of the ac (...)

(...) ry” step, the car will be rented and the status will change to “Car in use”. On the screen below, the system steps are marked in red. At the “Car management” step the User must select whether the car is ready to use (the “Make available” path), requires servicing (the “Move to the service step” path) or is not suitable for use (the “Withdr (...)

(...) tory 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 User s or we want to make the application available to User s outside the domain – there is an option to register WEBCON BPS Portal in ADFS and enable such authentication.   Registration of (...)

(...) Applies to version: 2020.1.x and above; author: Michał Kastelik   Introduction WEBCON BPS applications can be made available in several different languages. User s who use Portal and can select one of them – currently six languages are available: Polish (pl-PL), English (en-US), German (de-DE), French (fr-FR), Italian (it-IT), Russian (ru-RU). There is also the ability to cr (...)

(...) ;Administration actions -> Privileges” button. Fig. 7. Adding privileges via form   To add Custom privileges of report visibility, in the configuration window in the “User privileges” -> “Report visibility” section, select the User s or groups that you want to be able to view the report. Fig. 8. Report configuration window   The ab (...)

(...) Applies to version 2017.1   WEBCON BPS gives a wide range of possibilities when it comes to assigning tasks. Tasks for User s can be created based on the value of a form field, SQL/CAML query, directly indicating the User s/groups or by selecting one of the predefined options. This article describes the predefined options of task assignment, which does a lot of workflow au (...)

(...) l appear on the screen – you can activate it now by clicking the “Yes” or do it later using FineReader 11 License Manager. The next step is to set FineReader 11 permissions for a User service account. If you click “Yes”, the DCOM application will open, where you have the option to set permissions (at least) a User on which the service works. This is necessary for prope (...)

(...) Applies to version: 2020.1.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 User s. The appropriate design of a process and the correct assignment of tasks can improve the performance of daily duties, document processing and company management. The article describes the idea of assigning (...)

(...) and above; author: Paweł Drab   When creating large and complex processes, problems with workflows becoming too complicated can often appear, which can be problematic especially for end-User s. 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 workflow audit in WEBCON BPS (...)

(...) k account number divided into several values   B) Form rules that allow you to display/hide the “OCR Train” button     Examples of use: Selecting User s responsible for marking fields as “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&rsq (...)

(...) 0.1.x and above; author: Urszula Słupik   Introduction Each WEBCON BPS workflow is a sequence of steps. On intermediate steps, there are usually tasks that must be completed by a User (or a group of User s) before the instance may progress to the next step.   The tasks can be assigned in different ways: Based on the logic of the business application (predefined tas (...)

(...) ndash; the default name of the file is the name of Data table form field, Open the Excel spreadsheet – open a directly generated spreadsheet without saving it. All columns visible to the User are exported to the file. Important! For performance reasons, a maximum of 1,000 rows can be exported from a Data table to an Excel spreadsheet.   Fig.3. Generated Excel file The (...)

(...) “Insights”  section, which allow you to quickly find important information in your processes. The Suggested report shows instances that can be the most important for the User . These instances are designated based on the date of the last modification and the modifying person. In the report we find all instances which have been assigned to the User and have been modified by (...)

(...) without opening the form. Unlike SQL-based reports, SearchIndex reports are indexed in the background by the WEBCON BPS service. Some time may pass between entering a value into the system by the User (via saving some data 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 mor (...)

(...) allows us to hide such reports.   Configuration  Let’s enter the selected report's configuration and check the “Hide in navigation menu” option in the “User privileges” tab.     After saving the changes, our report will be displayed everywhere as before (on dashboards, as an embedded code, etc.), but it won’t appea (...)

(...) ll 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 and then installing it directly in MS Teams. Each User can carry out this installation by themselves – they don’t  need to have the administration privileges. Go to WEBCON BPS Portal and click on the User menu and then select the &ldq (...)

(...) ny number of attachments in this way. We also have the ability to 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 processes).   How do you add any image to the workflow instance? After copying the image to the system clipboard (e.g. by (...)

(...) ’t stored by us and if you will lose it, it cannot be viewed again. There is also a possibility of using “Impersonation” which allows you to call API in the context of a specific User . Before starting your tests, you need to give your newly registered App the privileges to start the process – you can do this in exactly the same way as you would assign privileges to regula (...)

(...) nt in which we work and the business requirements.   Dictionary process for document templates WEBCON BPS 2020 version introduced several new features which will be a great solution for User s of the StandAlone version that don’t use SharePoint. We have added the ability to create your own dictionary processes and document repositories that can replace the lists and documents librar (...)