(...) business rules, you can create a condition that defines a certain group of users for which the form rule should be executed. By using the function in the “Users” section, you can enter a List of users or groups from Active Directory or defined BPS groups. Fig. 1. The business rule with the function of checking if a user belongs to a given group After defining (...)
(...) on also allows you to set the cell style, as well as special display functions. Business case An example that presents the advanced functionality of reports coloring is the process of List ing stored products (e.g. bicycle models). Each workflow instance represents a warehouse with the serial numbers of its products. The warehouse can be closed (e.g. when it is full) preventing the inse (...)
(...) e action added from the template At any time, there is the option to break the action configuration inheritance from the template, just select the “” option from the template List . This will disconnect the action from the template and it can then be configured independently. Fig. 7. Breaking inheritance the action from the template Another option (...)
(...) bsp; Introduction Some processes in WEBCON BPS require data from some other source to operate correctly. This data can be provided from external data sources such as SQL databases or SharePoint List s. Internal sources can also be created in the system such as Fixed value List s or references to data contained in WEBCON BPS workflows. Any WEBCON BPS process can be used as a source of data for anot (...)
(...) mportant field is “Sender details” that defines whether the person sending document should also sign them. There are two available options: Viewer – only people defined on the List must sign the document Signer – people defined on the List and the sender should sign the document Select the first option. The next section is “Recipients selection”. (...)
(...) izing the Portal interface theme to match your company’s colors, or inserting your own logo. In version 2020.1.3.277, the application color can now be selected from a color picker, instead of a List of predefined colors – so that finding a color that matches your company color scheme should not be a problem. Description Default color and application color section settings (...)
(...) the results (views, starts, instances) are narrowed down to those from this application. Fig. 1. The quick search window on the main page of WEBCON BPS Portal The List of hints is related to the history of WEBCON BPS Portal usage. It is created and updated based on the most frequently selected system instances by the user. The results in the quick search window are (...)
(...) Uploading the plugin Integration key to the AdobeSign account along with the ability to use API interfaces First scenario A user prepares the document to be signed and then adds a List of people who should approve it. Fig. 1. Preparing the document form When a user clicks the “Send to signature” button, each of the indicated people receives (...)
(...) g. 12. The configuration of the “Picture” field Using the icon of three dots, you open the editor. In the editor go to the function tab and from the “Integration” List select the “SQL COMMAND” option. Then place the following query in it: Fig. 13. The SQL query editor In the SELECT clause select the field that stores the pi (...)
(...) attachments will be sent Regex expression – a regular expression, only attachments with matching names will be sent for signing SQL query – a SQL query that will return the WEBCON ID List of attachments to be sent c) Message content Define the subject and content of the e-mail sent to people who should sign the document. d) Output parameters Copy E (...)
(...) particular information is displayed on the form. The article describes the WFElementDetails table. Relations in the table The WFElementDetails table contains all rows from the item List including user input and system data. Each row is uniquely identified by using the unique ID (DET_ID). System data that are stored in the WFElementDetails table are e.g.: The date of inserti (...)
(...) ll be saved. Fig. 6. The configuration of the action In the next fields, enter the title and content of the e-mail sent with the attachment, indicate columns of the item List where information about the document recipients is entered on the form. DocuSign allows you to send several documents to sign – they are sent as one envelope so all of them must be approved for (...)
(...) Designer Studio allows you to configure the form fields’ appearance so that they can be more transparent and legible, as well as tailored to your users’ preferences. The following article List s several ideas on how to manage the appearance of your form fields: Groups Through WEBCON BPS Designer Studio, we have the ability of grouping the form fields into thematic or visuall (...)
(...) WEBCON BPS Designer Studio you can select their type: Fig. 1. The selection of a field type in WEBCON BPS Designer Studio After expanding the “Picker fields” List there are several options: Fig. 2. The selection of a field type in WEBCON BPS Designer Studio Choice field – it is the most universal field. You can define you (...)
(...) Fig. 1 Training workflow On the form, several form fields that store data about the training and users have been defined. Fig. 2 Training form On the List storing the users' data, on each name there is a “Is certificate needed” checkbox. The system will be checked for whom to generate and send the certificate. The “Certificate (...)
(...) tore or Google Play store, a new main page will appear on the screen. The color of a new page is compatible with the selected color scheme in the WEBCON BPS platform. On the main page there is also a List of tasks and a List of recently used applications. Upper menu The menu contains a defined name of displayed profile and buttons described below: (...)
(...) not paid). Fig. 2. The registration of the unpaid invoice On the form there is an “Invoices” form field where after selecting the contractor, you can see the List of all invoices issued for this contractor. To do this, you need to indicate the previously created BPS data source and narrow the results to the contractor indicated on the form. Fi (...)
(...) e e-mail notification templates In addition to these elements, attention should also be paid to: Translations entered in the process configuration If you decide to put a standard List of the form fields, their names will be translated according to the entered translations If you use the “Choice field” form field which supports the multilingual names, the value will b (...)
(...) o;MissingPrefixSuffix” } ] } } When creating a group, you can also define its members. We will use an item List form field for this, with which we select the employees and their roles. A List of group members sent to Microsoft Graph should look like this: “members@odata.bind”: [ (...)
(...) n action downloading the instance from the SharePoint library and saving them in the WEBCON BPS library If the value of the SharePoint document library form was updated, the Edit a List element” action was used. The configuration of the “Insert BPS link” action is presented below: The ID field contains the instance ID from the SharePoint library to (...)