(...) schedule is drafted and then transits to an intermediary step where it is either accepted or rejected. The process workflow for credit installment schedule Apart from picker form fields and a number of floating-point number fields , the form includes an item list with an installment payment schedule with five data columns. The configuration described below applies to this item list. (...)
(...) change. Specifically, after changing the process or form field names, it will be necessary to reload the data in Power BI. Otherwise, the Power BI reports will attempt to reference processes and form fields that no longer exist under the given name. How to get WEBCON data into Power BI? The two connectors that facilitate the integration can be found on our GitHub. Each connector repr (...)
(...) tion can involve three different automations As demonstrated, the actions executed within the “On entry” automation use data whose state could (if they refer to the same form fields the actions in “On exit” and “On path” automations refer to and the values of these form fields have been changed) have been modified by actions executed in the “On exit (...)
(...) information about the instance, its workflow, and operations performed on it by users. Unless an appropriate visibility restriction rule has been defined, History also displays the names of all form fields along with the values entered for them, even if the user has set these fields as invisible in the Field matrix. Note: History does not include information on form fields from the Data presentation (...)
(...) data that do not undergo archiving. Those essentially include all dynamic content, such as values in “Data table”, “Data row”, “Chart”, or “HTML” form fields . Additionally, archiving does not include custom controls, as well as form and business rules. The visibility of an archived instance is another important matter. In such case (...)
(...) ick Add . Next, the Connection parameters window will open in MS Outlook. To create a new profile, complete the Name (profile name) and BPS Portal address fields , and then click Save. A profile will be created, but it is still necessary to log in to Portal after selecting Show/Hide. Y (...)
(...) he entire process in different places of the system, and their impact on the process is general and complex. Examples of such elements include data sources, global constants, global rules, and global fields . Fig. 1. “VAT” global constant used in the cost invoice process Exporting and importing changed global elements If the user intends to export an (...)
(...) n module OCR AI – Awaiting text layer A system step – awaiting for files processing (adding a text layer) OCR AI – Recognition Recognizing respective fields in a file and entering them subsequently into corresponding form fields OCR AI – Text layer Downloading files to process that will be attached to the workflow and overwriting th (...)
(...) anged: it will behave similarly to the Comment system field on the form. The advantage of using the form field with Append mode enabled instead of the Comment field is that you can use many such form fields on the form, e.g. when collecting opinions from individual departments or teams. In turn, the Comment field can be used in another step of the process. Enter the required information/message in th (...)
(...) are those responsible for creating documentation, registrants, acceptants, and employees who carry out tasks assigned to them or who are otherwise affected by the process. In WEBCON BPS, the form fields that store information about a person are: Choice field Data row Person or group Data table One of the data sources for some of these fields can be Domain users. This article provide (...)
(...) ailBox” button appears in the upper bar – click it to start configuring new HotMailBox. Fig. 2. Creating new HotMailBox The “General” tab There are five fields to fill out in the “General” tab of a new HotMailBox: “Hotmailbox” – enter the HotMailBox name here, as well as the server used for its operation. Filling out the (...)
(...) ailBox” button appears in the upper bar – click it to start configuring new HotMailBox. Fig. 2. Creating new HotMailBox The “General” tab There are five fields to fill out in the “General” tab of a new HotMailBox: 1. “Hotmailbox” – enter the HotMailBox name here, as well as the server used for its operation. Filling out the (...)
(...) below Fig. 1. The “Agreement” workflow diagram Registration – an initial step in an “Agreement” workflow. A registrant fills out all the required fields and uses the “Register” path to move to the step where an agreement file is generated with the data they entered in the form fields . Generating an agreement – a step containing th (...)
(...) intended after hitting the button. The exchange rates mapped onto the item list If, apart from mapping values onto the item list, it is necessary to map values onto different form fields , add two technical columns: “_Date” (date and time) and “_Number” (single line of text). Those were also added in value mapping settings in the action configuration. Ma (...)
(...) its parameters The “Set converted on the basis of exchange rate” is used in the configuration of the “Exchange rate date” and “Exchange currency” form fields . The rule is executed on changing the form fields value. The “Get exchange rate” business rule with “Exchange rate date” and “EXC_Code” parameters is provided as t (...)
(...) ers many useful functionalities, including HTML templates that allow you to generate PDF or HTML files and send custom e-mails. This article explains how to identify the item list and data table form fields using the GUID identifier in HTML templates used in the “Generate a PDF file”, “Generate an HTML printout”, and “Send a custom e-mail” actions. GUID (...)
(...) with it noticed some inaccuracies. They would like the application to be more user-friendly, which makes it necessary to introduce minor changes to the form, as well as to check the visibility of its fields on the matrix. In addition, they would like the task description in one of the steps to be more precise. Ultimately, the application is also to be used in DACHL countries, where the Principal conduct (...)
(...) n Designer Studio. To use the aforementioned functionality in a selected process, check the Enable instance and task sharing button in the “Sharing” section. Once it is checked, other fields placed in the section become editable, i.e. Privileges level and Default sharing expiration time (in days). The “Privileges level” option contains a drop-down list that allows you to spec (...)
(...) on change requests. Additionally, the Form field values mapping field enables user to specify which change request information (e.g. title, ID, description) is to be transferred to the workflow form fields . As a result, a part of the form fields will be filled out when moving from the change request level to the form. Change requests registration from URL A link to the external system ( (...)
(...) ese can be seen by the business administrator. Configured indicators may be added to Reports. Indicators that have finished calculating behave similarly to date fields on the report, you can filter looking for a range, or find those that Exceed/Fit in the expected time. Last but certainly not least, configured performance indicators will appear in (...)