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(...) ; step enter the invoice details and add the attachment. Then go through the “Register” path to the “Invoice description” step and describe the invoice by entering the invoice data in the form fields. To effectively complete the task on the step, it may be useful to preview the attached invoice on the form (the preview window may cover the form).   Configuration o (...)

(...)   Fig. 4. The “Finish all users’ tasks” option in the administration mode   If the task has been finished, you will see the change of the icon by the user data currently assigned to the task:   Fig. 5. Change the icon   After completing the user’s task, the administrator can already follow the path and move the workflow to th (...)

(...) in admin mode – there are two technical fields that are an integral part of the process. Document external ID – this is a field where you will enter the document ID from the Autenti data base. In the Autenti REST API documentation, you can find that the correct return of the GUID number by the system means the correct loading of the document to the company’s internal data ba (...)

(...) display WEBCON BPS Portal gives the ability to calculate the value of the picture in real time (without the need to save the document). To do this, a dictionary workflow that stores the picture data was defined:   Fig. 5. The form of the dictionary that stores the picture data   The “Picture” field is filled with the base64 value of the picture. Base64 is a (...)

(...) Applies to version 2020.1.x, author: Marcin Pisarek   Introduction When designing processes and individual workflows in WEBCON BPS, it is good to know how data is stored in the tables, what are the relations between them and how the particular information is displayed on the form. The article describes the WFElementDetails table.   Relations in the table The WFEleme (...)

(...) Applies to version 2020.1.x, author: Marcin Pisarek   Introduction When designing processes and individual workflows in WEBCON BPS, it is good to know how data is stored in the tables, what are the relations between them and how the particular information is displayed on the form. The article describes the table that stores header data – WFElements.   Relations i (...)

(...) bsp; Fig. 5. The API setting in the action configuration   In the “DocuSign API settings” section, enter the DocuSign account parameters that allow the use of APIs. This data is necessary for all SDK actions so you can enter them as constants in the process. In the “Attachment section”, define  the method of attachment selection (by Category or SQL que (...)

(...) oups you can use the variables editor located on the right. In both cases when you add several groups, separate them with a semicolon. Select the synchronization mode. After updating user or group data , an independent synchronization operation must be performed. User data synchronization may take few seconds and until its completion, user data is not available in the system. The “Synchroni (...)

(...) e changes. In the “Application” section the history is available for the applications and selected processes. In the same way, you can get information about a source history in the “data sources” section and some places in the “System settings” section. In the “System settings” section you can get information about settings in the “Global parameter (...)

(...) p;Invoice process – a process in which a user can register an invoice for the selected vendor. In the invoice workflow the user can register an invoice with or without scan, after entering data .   Fig. 1. The invoice workflow   The process is in the “Correspondence” application.   Fig. 2. The location of the invoice process   b (...)

(...) ult setting) or above the field. Below there is a comparison of these two otpions: Rys. 4. The name next to the text field   Fig. 5. The name above the text field   data row In the “Advanced configuration” of these form field, we manage the  way of displaying the selected columns. Next to the “Display name” header there are new options (...)

(...) l of privileges. A user can work in full WEBCON BPS Designer Studio mode and modify all system elements. They see and can modify all applications form the Designer Studio level. There is no access to data . Business administrators – they have access to edit, add and delete instances. They also have access to all parts of the process (e.g. archive). Business administrators do not have the p (...)

(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction During document processing, it is important to check the correctness of the entered data – 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, (...)

(...) on to the commercially licensed versions of the WEBCON BPS platform, WEBCON offers a free, fully functional, and non-time limited version named WEBCON BPS Express. This version is only limited by the data base size of 10 GB. You can download WEBCON BPS Express after registration at https://starter.webcon.com/. When a company decides to buy a commercial license for WEBCON BPS, they may upgrad (...)

(...) cted column – values in that column will take the user directly to the form of the instance they clicked.     The preview window also works in forms on form fields of the data table. The field defined in the form field configuration, will be opened in the preview mode by default.       The form preview window significantly speeds up the p (...)

(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction You can use picker fields on your forms to allow the user to choose data for a form field. This article presents all the types of available picker fields in WEBCON BPS and shows how you can configure them using a real business scenario.   Picker fields When adding a form field in WEBCON (...)

(...) how to create and program such a process and how to generate a certificate and send it by e-mail.   Description The process will contain two workflows: Training –will store data about participants and the training Certificate generation – a separate instance for every participant of the training In addition, the process uses the Document template process to add (...)

(...) of the SOLR search engine Using the mobile application, you have access to the full search engine of the WBCON BPS platform. It works identically as when using desktop computers. All collected metadata is now at hand (pun intended) and enables the ultra-fast search of necessary information.     WEBCON BPS Platform The new version of the mobile application uses the full WEB (...)

(...) ation processes is the use of serial correspondence which generates documents based on the specific template in which the fields and values can be changed. These values can be loaded from an external data source.   Configuration The topic will be discussed based on a business case in which you want to collect payments from contractors for unpaid invoices. For each of the contractors, a r (...)

(...) ms responsible for the presentation 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 data base 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 (...)