search results

(...) n of Autenti and properly modify the addresses provided in this screenshot.    Configure the send document for signature action. Here it is triggered at “Manager approval” step . On “Approve” intermediate path add “Approve” automation including the trigger SDK action.     Figure 6. Configuration of the send document action &n (...)

(...) 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 example, it is the text of the equipment p (...)

(...) er] command to USE [Name_base] in the script.   Since only performance is considered here, change the @CreateJobs parameter to NULL and run the script by selecting Execute. The next step is to create a new job, which can be easily done from the interface:     In the General tab, change the name of the job to one that suggests what it does, such as ‘Mainte (...)

(...) ield. Now, click the “Execution conditions” tab. It is also possible to choose icon of the new button and specify the message displayed before and after proper action execution. These step s are skipped in the discussed example.       To make the button available only for the document entry point, enter the below rule in the “Availability restriction (...)

(...) client. The client can view the schedule, but cannot sort the item list, as the schedule is fixed and cannot be modified in any way. A simple four-stage workflow is defined. It begins with a start step where the 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 pi (...)

(...) The author would like to share the prepared documentation with their colleagues from the creative department so that they can proofread it and make any changes thereto / give suggestions. In the next step , the documentation will be forwarded to the supervisor for review. The process used in the business case is as follows:     The designed process assumes that during the revi (...)

(...) e integration can be found on our GitHub. Each connector represents a context for obtaining data: User or Application In this article, we will go over the latter method in detail. The list of step s to achieve this is as follows: Download the connectors and place them into the “Custom connectors” repository of the Power BI installation folder. Set up an API application in th (...)

(...) Timeout actions An “On timeout” automation is a specific action trigger. An automation of this sort executes actions after a specific time elapses, e.g. from the moment of entering a step . The time after which an automation of this sort is run can be calculated based on more complex conditions that can also refer to form field values. The whole configuration allowing users to define t (...)

(...) 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 step s taken by the user and the paths they took to complete the assigned task and finish the workflow. This article summarizes the most important information on the Instance history in WEBCON BPS Porta (...)

(...) for application management” option available in the installer window allows users to move to database creation.       Then, go to the “Database creation” step available on the left, select “Archive Databases” (related to specific content database), and click “Create archive database”. The “Database creation” node (...)

(...) ettings.       Next, go to the Mail tab, select Customize actions, and check the box next to WEBCON BPS Add-In.     After going through the above step s, the Outlook Modern add-in is ready for use in the web application.   Installation in the desktop application There are several ways to install the add-in (manifest) in Microsoft 365 d (...)

(...) can be installed globally in an Active Directory environment with properly defined Group Policy, in which case the local user does not need to have administrator privileges.   In the next step , the installer window will be displayed:       Click Install – the installation of the add-in will begin. It may take a few minutes. After successful installa (...)

(...) re-exporting the application component from the original environment. However, when attempting to import the current package, the wizard in the target environment prevents from proceeding to the next step – the Next button is disabled because the system has not detected any changes (No changes state).   Fig. 4. Import of the process after updating the global element is not possibl (...)

(...) ervice process with the basic features role configured for a given database. Another type of actions controlled by the service are the “On Timeout” actions. In this case, once you enter a step with the “On timeout” action, the action is postponed in the database and executed by the service responsible for the respective role after the time specified in the action elapses.  (...)

(...) ss all processes and applications built in WEBCON BPS (as long as they have the necessary privileges). This access involves the ability to create new instances, edit and save them, move them to other step s via paths, and browse reports and applications. Through this license, a specific number of users (determined by the number of licenses) will be able to use the system without limitations regarding (...)

(...) process configuration After pressing this button, you will automatically be taken to the configuration window of the process with which the instance is associated.   Go to the step configuration After pressing this button, you will automatically be taken to the configuration window of the step in which the workflow instance is currently in Portal.   This fea (...)

(...) stead 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 the form field. After going through the path or clicking Save on the top bar of the Portal window, the content of the entered information/ (...)

(...) awryał   Introduction Menu button is a button available in the top bar of a form in WEBCON BPS Portal, used to trigger automations added by the user globally or in a particular workflow step . Choosing this form of triggering automations allows you to maintain a high level of readability of the form – an automation (including one or more actions) is available under a single button, (...)

(...) ser's data from AD. In the example discussed here, these will be “E-mail address” and “Position”.   The form in the “Webinar registration” start step looks as follows:   According to the figure above, only the “Participant information” section requires completion. After clicking on the Choice field icon marked in red, a (...)

(...) e-mail are added to it. The incoming correspondence workflow diagram is presented below. Fig. 1. The incoming correspondence workflow diagram     Registration – a step through which the system goes automatically when a workflow is started for a document appended to an e-mail sent to the HotMailBox. Revision – a task holder must verify the content of an e-ma (...)