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(...) a defined on the form, select File Generation Templates. A panel will appear on the right side of the document, from which select your preferred Applications and Processes/Form Types, as well as form fields .     The next step is to create a printout with the indicated form fields . The new Word document will be a template on which you can enter any formatted text. In the described (...)

(...) Case description   An application with workflow presented on the diagram below was created. The workflow includes a configured form for submitting purchase order requests. Among the form fields there is an item list field named “Purchase order list” consisting of four columns, three of which include numerical values. The form field presents items requested by the submitter. The (...)

(...) entering a rule, typing the first characters of the searched item will display a dialog box with matching items that can be used in the rule (Fig. 2). The dialog box list includes, among others, form fields (groups and tab panels), global and process constants, companies, workflows, and form types. The given item can be selected by navigating with the up/down arrows and confirming the selection with the (...)

(...) Applies to version: 2022.1.3 and above; author: Krystyna Gawryał   Introduction The wide range of form fields and features offered by WEBCON BPS makes it possible to create forms, reports, etc. not only tailored to the user's preferences, but also aesthetically diverse. However, if the user would like to further distinguish the information contained on the workflow instances or highli (...)

(...) 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 (...)

(...) ocumentation A detailed description of the functionalities mentioned herein and their configuration can be found in the following sections of the WEBCON BPS Help: History | WEBCON BPS Form fields | WEBCON BPS   Introduction Instance history is an area where the user can check what actions were performed in the Workflow. History details the steps taken by the user and the paths (...)

(...) 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 (...)