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(...) dent sub-workflows, they can be separated into two individual but still related processes. Make sure that creating the fields that are used only for calculating other form fields or controlling the action s (e.g. technical fields) is justified. In most cases, the value from this field (if it is not used in many places) can be directly downloaded and saved in the business rules. Instead of the data ta (...)

(...) ueue for processing (OCR AI learning queue) Final (positive) – a final step   Fig. 1. The workflow schema   The configuration of the “Add a text layer” action The first step is to configure the action of adding a text layer. Enter the “Next step” path edit in the “Wait for scan” step and add the “Add a text layer” act (...)

(...) ution: Each instance in the system workflow has its own unique ID number, so we do not have to worry about under what name the file being connected to the workflow will be saved in the system. The action generating the preview will be presented: To replace the printout template with a new one, open the template instance and overwrite the attached file with a new template file.   Imp (...)

(...) umber, and Status. The workflow was correctly started, you can verify the result on the form in Portal:     Call API also started the “Run subworkflow (SQL)” action which has been configured in the first example of starting workflow methods. A detailed description of REST API and WEBCON BPS SDK can be found at https://developer.webcon.com/resources/.

(...) task was assigned to the author to complete information on the form.     Moving back the instance by using the “Back to the previous step” predefined option The action allows you to move back the instance to the previous step. The simple workflow consisting of four steps was created: Registration Approval Final step (positive) Consultation   (...)

(...) might be prepared a choice field that will automatically fill the related form fields via it’s advanced configuration d) In some cases, the setting of the default values can be replaced by action s set to trigger on a path if: The values are downloaded by using network services (web services) The default values are not necessary for a person who is currently performing a task The def (...)

(...) yer/OCR AI/OCR AI learning) More information -> https://howto.webcon.com/custom-ocr-fields/   d) Waiting for subworkflows More information -> https://howto.webcon.com/action -set-workflow-status/   Characteristic of the system step: Tasks in the step are not “Finished” even if the “Finish all task” option is checked. Any tasks as (...)

(...) ic archived workflow instance. To do this, open the selected instance in administration mode and then grant the appropriate privileges (Read only, Administrator) by clicking the “Administration action s -> Privileges” button. Fig. 7. Adding privileges via form   To add Custom privileges of report visibility, in the configuration window in the “User privileges” (...)

(...) nbsp;Step edit configuration window -> Paths tab -> Task creation tab.     A similar configuration window is used for the Create a task action :     Below you find a description of the predefined task assignment options.   Assign to users who obtained tasks in previous step – the task is assigned (...)

(...) eturn to re-check or signed contracts are blocked by the archive department. Have every step and path been used – we can see if there are some obsolete steps or paths What and how many action s have been executed – an incorrectly written condition can make it so that the action is not used at all. How many instances were processed during a given period – by checking (...)

(...) cted 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 marked both after saving the form and moving on to the next step. As long as the process of learning the OCR template (...)

(...) task assignment) By indicating the specific user or group of users Based on a business rule Dynamic, depending on the value of one of the form fields By using the “Create a task” action By using the “Add privileges” action (in some cases it is better to grant permissions to edition instead of assigning tasks)   In this article, we will focus on assigning t (...)

(...) f deviation from the norm of the instance. For this purpose, you can either use the current compliance with the instances norm or the number of unfulfilled rules. In the example above, the following action has been added to the Approve path from the Approval step:     Next on the “Workflow control” step a simple rule has been added which checks the number of broken ru (...)

(...) – in Cracow and Warsaw. In each of these departments, there are people working in accounting who are responsible for processing 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 will be used, but you also can use AD or SharePoint groups.   Config (...)

(...) What are and when to use reports based on the SearchIndex source? Reports based on SearchIndex data source provide acceleration of system response time and simultaneously won’t load the transaction base of the WEBCON BPS platform. They also present and access attachments directly from the report level – without opening the form. Unlike SQL-based reports, SearchIndex reports are indexed (...)

(...) add additional form fields. The dictionary process uses only one Start step and in WEBCON BPS Designer Studio we cannot add any further steps to the workflow. However, you can add your own paths and action s on them and create a simple process (ex. attachment approval process). Only one attachment can be added to each workflow instance in the document templates process.   Fig (...)

(...) appens, the hourglass symbol will be displayed on the left side of the group. It will also appear (with a “deleted” notification) when the group is deleted. It happens when the add/delete action was performed correctly but the synchronization haven’t been done yet. Groups can be used for example in order to provide privileges in an application.   Also see: Mana (...)

(...) or: Michał Bednarz   When implementing a system based on AAD authentication it might be necessary to create user management in O365 from the WEBCON BPS level. WEBCON BPS provides dedicated action s for local AD. You can use the standard action s available in WEBCON BPS (REST invoke action ) and REST Service Microsoft Graph.    1. Preparing the application in the AAD Register a (...)

(...) s in the documents placed in BPS repository (attachment list on SharePoint), compare documents which are in the repository, browse form field list and create templates for “Generate DOCX” action . In order to allow user to edit attachments added to the document it is needed to configure the website and name with the attachment library. If the target library doesn’t exist just create (...)

(...) Applies to version 2019.1; author: Agnieszka Mazur   Introduction In WEBCON BPS processes are divided into stages named as workflow steps. Each stage has tasks – collection of action s which need to be performed for the form to easily move to the next step. Assigning tasks makes sense if the user can fill the necessary data and send form to the next step in a short time. However t (...)