(...) manually will be much slower than importing from an Excel file, and you do not need additional functionality that this type of process does not provide When your process does not require any fancy action mechanisms or complex task assignment with multiple steps (e.g. sending e-mails, additional steps etc.) When you do not need to save data in the dictionary in an item lists When you do not need t (...)
(...) ts the instance to the “Rejected” step and the user who has made the mistake, register a new request. Fig. 6. The “Rejected” step Important! This action finishes tasks for all users assigned to a given step, regardless of their number. Check if the task has been finished in the administration mode To check if the task has been finishe (...)
(...) ocument in the system Uploading a file with the document for signing Checking the document status Sending an e-mail with link to sign the document Two-step verification via SMS All above action s are available for use in the new SDK plugin that supports Autenti software. Sing the above diagram, the following workflow scenario has been created: Fig. 2. The workflow diagram (...)
(...) implement a paperless office model. The standard WEBCON BPS functionalities allow both digital and electronic signing of documents using: certificate applied to a document via appropriate action personal signature applied by the user directly on the form From version 2020, the ability to make the electronic signatures in WEBCON BPS has been enhanced with SDK – dedicated plugins (...)
(...) ng through the “Signed” path. Fig. 3. The form with a signed document Configuration A simple workflow of signing a document has been created using the SDK action s dedicated to the integration with DocuSign. Fig. 4. The signing document workflow The first step is to add the “SendEnvelope” action which allows you to sen (...)
(...) tem by using the designated Portal interface. In version 2020.1.3., a new functionality for managing BPS groups and users has been added to supplement this process. This articles described how the action s related to the BPS groups can be used. Workflow configuration and creating an example BPS group A BPS group was created with two users: Fig. 1. Users in the “M (...)
(...) Fig. 1. Form field configuration Fig. 2. Help window about the chart form field F5 key – this key allows you to perform the Designer Studio refresh action . This is equivalent to the “Refresh all” button on the upper program bar: Fig. 3. The “Refresh all” button F10 key – after clicki (...)
(...) dio: Fig. 8. Location of the parameter This parameter is used in the rule definition SQL command: Fig. 9. The parameter used in the SQL query TableName: WFaction BusinessRules, OBjectIDColumnName: ABR_ID, ColumnName: ABR_BRDID Entries refer to the WFaction BusinessRules table are about the business rules used in the action configuration. An example res (...)
(...) e – multiple text). In this example we entered the color in hexadecimal code. Fig. 12. Filling in the “Field value style” field Fig. 13. The result of action
(...) h; mostly to make sure that an incorrect value doesn’t cause issues further down the workflow. WEBCON BPS gives access to multiple avenues of form validation: RegEx, ‘Validate form’ action , and the one we will be taking a closer look at– setting up a form rule on the path. This article describes the use of this functionality. Description the functionality During c (...)
(...) tem steps. Fig. 3 Certificate generation workflow The form of Certificate generation is presented below: Fig. 4 Certificate generation form action configuration There are four defined action s: On Training workflow action which starts one Certificate generation subworkflow per participant. On Certificate generation workflo (...)
(...) elow: The undo button – works identically as in web browsers, moves one page back Going to the main page of the application, regardless of the previous action Launching the barcode/2d scanner. After pressing, starts the device camera to find the code on the prontout/photo. The scanner is available only in the iOS application (it is not possible on Androi (...)
(...) Figure 6. For each of the contractors on the list, you can start a subworkflow of the outgoing correspondence. On the “Register outgoing correspondence” transition path, configure the action of starting a subworkflow. Fig. 8. The setting of the “Start a subworkflow” action on the path The configuration of the action is described below: (...)
(...) and translation of the content have been described at Translation of WEBCON BPS Portal user nterface content. A language selected by a user is saved in the database when the users perform the action (going through the transition path) in any application. If the configuration does not allow users to change the interface language, the e-mail notifications will be sent in the language in which the (...)
(...) beta/groups (advanced description of this method can be found at https://docs.microsoft.com/en-us/graph/api/group-post-groups?view=graph-rest-beta&tabs=http). At first, configure the action of invoking the REST WebService: In the action select the connection to the Microsoft Graph. In the “Request data” tab enter the meth (...)
(...) which the file ID is stored Item URL (AttText3) a field in which the file name ([$FileRef]) variable) is stored After moving to the next step, the workflow has the following action s defined: Update status – updating the Status column in the library Insert BPS link – saving the link to the WEBCON BPS instance Download document – an acti (...)
(...) st is updated to the current step in the workflow. Additionally a link to the saved WEBCON BPS instance is saved in the BPS URL column. To modify these values, an “Edit a list element” action from the SharePoint content tab was used. In the configuration, after selecting the connection and list, define the field in which the instance ID is stored. Below you specify which field will be cha (...)
(...) as contracts, vacations, and orders, where it is necessary to submit the document for signature. The following article describes the method of WEBCON BPS add-in installation, template preparation and action configuration for generating a .docx document. An example template was based on the employment contract process. Installation of the WEBCON Word add-in from the Portal The install (...)
(...) hod of communication, and the use of electronic mail accompanies us both at work and in private contacts. Very often it facilitates problem solving and speeds up decision making. There are several action s in WEBCON BPS used to send e-mail notifications: Send a standard e-mail – a standard e-mail, a notification is defined as an action or on a given path, without the ability of individual (...)
(...) er the absence requests was created. Fig. 3. The “Leave of absence” workflow At the exit from the “Registration” step, the “Calculate days off” action has been created. This action calculates how many working days were selected by the employee in the planned date and then, displays this information on the form. After approving the request, the numb (...)