(...) functionality. Description the functionality During configuration the workflow path, in the “Parameters” tab there is an “Additional path validation form rule” field . Fig.1. The “Parameters” tab This field allows you to set an additional validation when going through a given path. You can include both the form rules (glob (...)
(...) on on the selected column – values in that column will take the user directly to the form of the instance they clicked. The preview window also works in forms on form field s of the data table. The field defined in the form field configuration, will be opened in the preview mode by default. The form preview window significantly sp (...)
(...) rst, configure the Training workflow. It contains two system steps – start and finish and one intermediate step. Fig. 1 Training workflow On the form, several form field s 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 certific (...)
(...) o;>” button. Form view The mobile form contains all features of the desktop version including any form rules that are used to modify the form e.g. coloring form field s. By opening the information panel in the workflow, you can open also a preview of the process workflow on the mobile devices. Reports and dashboards The new way of disp (...)
(...) portant is the need for business process automation. One example of such automation processes is the use of serial correspondence which generates documents based on the specific template in which the field s and values can be changed. These values can be loaded from an external data source. Configuration The topic will be discussed based on a business case in which you want to collect pa (...)
(...) tion 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 field s, 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 be displayed in a l (...)
(...) configuration was described in this article -> Integration with AAD using REST invoke method and Microsoft Graph (webcon.com) An example process for managing projects contains several form field s: Project name Project description Project manager Team – Employee and Role Creating the team To create the new team, start by creating the Office 36 (...)
(...) w of the document library: BPS URL – hyperlink column which stores the workflow instance address Status – text column which stores the current workflow status Start – text field with a start link for the workflow The prepared view is as follows: To add a start hyperlink to the workflow, select the “Start” column settings and then s (...)
(...) e description The tables store data o the edition of the instances and changes of the values when going through the path. The WFHistoryElements table stores information about the instance and form field s 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 th (...)
(...) bile application want to reorganize the form. They want to move the attachments section to the top and the table with a list of contractor’s invoices directly under the “Contractor” field . The comments section should be removed. The visibility of debt chart will be disabled in the field matrix. Fig. 8. The global form template after changes After entering (...)
(...) ting workflow will be started. The current status of the task can be checked in the SharePoint list column. Configuration of the SharePoint list The list consist of the following field s: Title field – contains the name of the invited person Status field – contains the current status of the task BPS URL field – contains a link to the started WEBCON BPS in (...)
(...) d template configuration During the first start in the Word program, the configuration of the add-in is done in the same way in new versions as in previous ones. Adding the form field s to the template After setting up the Word add-in connection to the appropriate site, create a template – use the “File Generation Templates” button. Then, in th (...)
(...) mportant to take into consideration what the end user is expected to do on the form and how to make sure they do it correctly.. A user should be able to discern what value should be entered into what field . In addition to thematically grouping form field s, you can also add tooltips with instructions next to field labels. Tooltips Thanks to tooltips on the form, a user has the ability to (...)
(...) -mail template and can be presented in the following way: Fig. 2. An example of standard e-mail notification The notification contains information about the current form field values visible on the instance, a link to the workflow instance and a link to the application/portal. The content of such an e-mail can be customized by modifying the global e-mail template or the te (...)
(...) ion date. Custom text – check this box if you need to add a custom text. To define to which attachments the barcode should be added, uncheck the “Search all attachments” field . Then, define the attachments in the “Attachment name template” field . The name template you enter should be defined by using a regular expression e.g., an expression that selects t (...)
(...) The Hyperlink action (in the WEBCON BPS 8.x.x version) was described in the following articles: https://howto.webcon.com/process-start-from-hyperlinks-top-link-bar-action-with-automatic-form-field -initialization/ https://howto.webcon.com/action-start-a-sub-workflow/ As WEBCON BPS software developed, both the configuration (graphic interface) and function (range of abilities) c (...)
(...) atform will also be visible. After selecting the instance and clicking the “Start workflow” button, a new workflow will appear in the new browser with filled in field s containing the file name (in the Name field ), instance ID (in the ID field ) and entire path to the file (in the Item URL field ). The solution described in the article is o (...)
(...) ersion: 2020.1.x and above; author: Franciszek Sakławski Introduction WEBCON BPS allows you to optically recognize of instances and then, assign their values to the appropriate form field s. The following article describes the method of configuration a process to read data on the instance. The configuration of WEBCON BPS system To run the OCR AI you must to: Insta (...)
(...) ign the processes and individual workflows. They are performed without any user interaction and defined on the transition paths or steps. An example actions perform such activities as calculating the field value, making an entry to AD, sending an e-mail. While working with WEBCON BPS they will appear situations (at the stage of creating the processes, testing or using already implemented solution) (...)
(...) nel can be divided into four sections: User selection – it allows you to indicate a substituted and substitute user or group. The values can be entered in the “Always to” field or a dynamic selection can be set based on the form field or the item list column (the action is executed only on the first login, the others are skipped). Substitution date – enter the start (...)