(...) 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 (...)
(...) 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 (...)
(...) nts database can be assigned to each process. How to assign a database to the process? Each newly created process is assigned a default database which is set in the global system configuration. A List of all available databases and the ability of selecting one of them can be found in the “System configuration” window by selecting the “Global parameters” -> “Content (...)
(...) g through the path. The WFHistoryElements table stores information about the instance and form fields value and the WFHistoryElementDetails table – information about values from the “Item List ” form field. Every time when the instance goes to the next step in the workflow, in the WFHistoryElements table a new entry will be created. If the form has the “Item List ” form (...)
(...) ractor and invoice details. On the right – the attachments and comments section. Below them, there is a chart displaying the values of the unpaid invoices. At the bottom of the form on the item List , all invoices registered for this contractor are List ed. By default, the compact form inherits settings from the main form. On Fig. 5 there is a compact form with default settings at the invoice r (...)
(...) lates” button. Then, in the panel which appears on the right, select the application, process and document type from which the values on the form will be loaded. You will get a List of fields that can be placed on the template. Adding the fields to the template can be realized in two ways: By placing the cursor on the document in the place of interest to us and double-clic (...)
(...) ip in the “Description” field. Fig. 3. Adding a tooltip in Designer Studio Tooltips on paths and steps The workflow steps in the MODERN form are List ed on the right: Fig. 4. The MODERN form The step description is visible at all times in the Task details section (if it is present on the form). To check the tooltip on (...)
(...) ld defining whether a link to the workflow instance to which the message applies will be inserted in the template. The link is put in place of the „[|ElementAddress|]” value. Recipients List – a field defining whether the template contain a List of original e-mail recipients. The List of recipients is put in place of the „[|Recipients|]”value. Fields List – a fi (...)
(...) en, you see two employees – Johnny Deep and Jenifer Aniston. Fig. 9. Filtering the employees In this way, we can present the conclusions in the vacation schedule, narrow the List of people, and display the vacation types. As you can see, this business process automation with WEBCON BPS saves your company man-hours and simplifies processing your leave requests.
(...) e Hyperlink action – StartElement, parameters mapping Click on the plus button to add the parameters to the configuration. The values and parameters are searched from the available List on the right. The value is a variable that refers to the contents of a form field that will be passed to the new form that is launched. The value can also be plain text (in this case do not use the (...)