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(...) browsers such as Google Chrome, Opera and Firefox, and can be supported by various file formats (e.g. .xlsx, .docx, .pdf, .png). This article describes the functionality of the attachment preview Direct ly on the form.   Business case A simple invoice processing workflow has been created:   Fig. 1. Invoice processing workflow   On the “Registration” (...)

(...) template, add a new action of the same type as the template, then linking them to the appropriate template,   Fig. 4. Creating the relation the action with the pattern   Or Direct ly from the template by clicking the “From template” button.   Fig. 5. Adding the new action from the template   After connecting the action to a template (or cre (...)

(...) mail notifications to the end recipients by using the deployment mode function.   What is deployment mode and what is it used for? The deployment mode function allows you to reDirect e-mail notifications to a given e-mail address. This mode is often used in the configuration and test phase of the process to avoid sending the unnecessary notifications to end-users. For example, th (...)

(...) employee's card workflow   The first step is to submit a request for adding a new employee’s card – a person can accept or reject it. The active card can be deactivated and Direct ed to the anonymization (delete all employee’s data) or reactivated. 2. Vendor’s card – the workflow may look similar to the Employee’s card workflow but when creating (...)

(...) 2020.1.x and above; author: Dawid Golonka   Introduction Workflows created in WEBCON BPS are built of steps and paths which illustrate the various stages of the business process. When Direct ing an instance to the next step, there is often a need to assign a task to a user or group of users. In some cases you may need to finish a task without waiting for the user to do so – you (...)

(...) he form   After clicking this button, the system will move us to the next step. Additionally, you will receive the e-mail. Click the “Document” button – the system will reDirect you to the provider’s page. Now you have to confirm that you have read and understand the document and click the “Start signing” option.   Fig. 11. The document that (...)

(...) indow is possible via up/down arrow keys, and then entering them – either by pressing the Enter key or using the mouse. By clicking the “Show more result” option, the user will be reDirect ed to the SQLR search engine. There is also the option to enter search content in the search field. The entered phrase is also searched in the form fields. The search is carried out in real time an (...)

(...) andard WEBCON BPS functionalities allow both digital and electronic signing of documents using: certificate applied to a document via appropriate action personal signature applied by the user Direct ly on the form From version 2020, the ability to make the electronic signatures in WEBCON BPS has been enhanced with SDK – dedicated plugins enabling integration with the electronic signatu (...)

(...) ersions of the system, setting a custom logo required copying the graphic file to the server and providing a link to it in the site settings. In 2020.1.3. there is the ability to add the graphic file Direct ly from a file on your computer. Here is an example Portal view with the default logo, the theme is “Blue”.   Fig. 1. The Portal site with the default logo   T (...)

(...) s to sign the document by only one person – the user currently working on the document. In this case, the e-mail notifications are not sent – after preparing the document a user will be reDirect ed to the Skribble platform for signing the document and then, back to WEBCON BPS or another place. All steps are realized as part of the “SendEnvelopeToEmbeddedSign” action.   (...)

(...) ocument (by a current user) A person who prepares the document then sends it for approval and signature by their supervisor. When the supervisor clicks the “Approve” button, they are reDirect ed to the DocuSign page for an electronic signature. After signing, the document is attached to the workflow.   Configuration The workflow will consist of two actions: SendEnvelope (...)

(...) n-type/ https://howto.webcon.com/assigning-tasks-to-bps-groups/   The next step is to create an example workflow used to submit a request for adding/deleting a BPS user. This request is Direct ed to the accepting person who can accept or reject them. The “Add/Delete a single user to BPS groups” is performed on the “Accept” path going from the Acceptance” step (...)

(...) milar effect can be obtained in the SQL queries/formulas window.   Fig. 12. The formula syntax before zooming   Fig. 13. The formula syntax after zooming   Direct ional arrows – when the rule is to large to fit in the window, in addition to the ability of moving the window view with the bar, it is also possible to do this by using the arrows on the k (...)

(...) s” automatically created by the system – called SQL views – that contain data from the linked tables. This article describes some of the most important views that users can refer Direct ly to the WEBCON BPS Designer Studio level or from the database management system level.   Views description a) Automatically generated process views A view aggregates all the most im (...)

(...) t the click on a value to open the full form, in the options of the report view you should select the “Link” option on the selected column – values in that column will take the user Direct ly to the form of the instance they clicked.     The preview window also works in forms on form fields of the data table. The field defined in the form field configuration, will (...)

(...) elements – you can quickly access such a document. After pressing the button, a device camera will start, after pointing the camera to the code, the system will recognize it and automatically reDirect to the instance associated with the code found in the system. This option allows you to e.g. quickly find the registered invoice description. A list of tasks A list of tasks looks the same as o (...)

(...) ence process consists of four steps. On the “Registration” step you need to enter the data where depending on the selected path, you can move to the “Waiting for scan” step or Direct ly to the “Preparation and shipping” step. In this step the documents are generated which can be sent by e-mail – this is realized outside the workflow. After sending the corresponde (...)

(...) tent with the organization policy. Depending on the settings, the group naming may require specific prefix or suffix. For more information see -> https://docs.microsoft.com/en-us/azure/active-Direct ory/users-groups-roles/groups-naming-policy. When creating the group without the required prefix, Microsoft Graph will return an error message and propose a name consistent with the policy. {&ld (...)

(...) mple: The users using the system from the mobile 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 Direct ly 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 templat (...)

(...) ment contract process.   Installation of the WEBCON Word add-in from the Portal The installation of the Word add-in is possible from the browser level –  go to the Portal Direct ly via Internet Explorer installed on this machine. The installation will not be possible via a RDP remote connection or from a locally saved installation file. To properly install the add-in, the Off (...)