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(...) to it.   Fig.7. Template preview directly on the report   Let’s try to use the documents in the library to add a Word document to the instance. First, we must create a choice field  form field whose source is the list of documents templates. Because the filter that checks if the documents are active is already implemented, we will see only those documents that have the &ls (...)

(...) nformation about added instances.     Dictionaries like this one can be used in form fields that are supplied with values from a data source. These form field types are: “choice field ”, “Choice tree”, “Data row”, “Data table” and “Chart”.     After correctly completing the form field configuration using o (...)

(...) rage size and number of attachments per workflow instance (document scans, docx, pdf, tiff, xlsx) As an example, we will use a form made up of 20 form fields (all of them are required): 3x choice field (1x dropdown, 1x autocomplete, 1x SharePoint Picker) 3x Date & time 3x Floating-point number 1x Integer number 3x Single line of text 3x Multiple lines of text 2x Person or group pick (...)

(...) with the active approval function. Start the configuration from adding the form fields to the item list – in the simplest case they could be the item list with the checkbox columns (Fig. 2) and choice field (Fig. 3).   Fig. 2. The column settings with the checkbox form field   The “Approved?” column with the checkbox will be used to confirm the approval of the docu (...)

(...) must complete it.   Dynamically task assignment The option of dynamically task assignment allows you to assign tasks to people indicated in the “Person or group” and “choice field ” form fields.   Fig. 5. The task assignment section   The “Create a task” action The “Create a task” action allows you to assign a task to (...)

(...) If you check the “Form field” option to load the template for the site, the form field you select has to meet two conditions. Firstly, its “Field type” has to be set to “choice field ”. Secondly, its “Data source” should be the template you want to load. To find it, open the drop-down list next to the “Data source” field, expand “Templates&rdquo (...)

Applies to version 2020.1.3; author:  Dawid Golonka In the WEBCON BPS system, the processed instances move from one workflow step to another. Tasks are assigned in these steps, and users or groups of users assigned to these tasks must perform an action. WEBCON BPS has a comprehensive tool that allows you to choose who the task should go to in the next step; it is configured in the ‘

(...) t the system knows from which instance it should download the tags used in the process. The next thing we should do is configuring the tag-related form fields. First, create the “Tag” choice field . Configure its Data source so that only active tags for that client can be selected. See how in figure 6 below.   Fig.6 - Source configuration for the Tag field   Thus, (...)

(...) ;List of behaviors” workflow If the superior's competencies are assessed differently than those of the employee, you can create two separate lists. To do this, add a new "Role" choice field and provide the previously prepared fixed list of values as a source. Fig. 3 - The "Role" form field configuration In the advanced configuration of the item list, uncheck the &ld (...)

(...) UK Jobs Change workflow form contains the "Data" group where you must select the entry that should be updated. The entry is selected based on the "Industry" and "SIC_1" choice field s corresponding to the columns in the data table with the same names. It is possible to update data in the following fields – make changes and click "Update." Fig. 3. The fragm (...)

(...) on the left side. Individual fields can be placed in one of the four sections on the diagram. Fig. 9. The form designer To make the form easier to read, the form fields (e.g. text fields, choice field s, dates) should be grouped or placed in tabs. After dragging the form field to the form area and hovering over it, you will see available options: edit, move and delete. Fig. 10. Form field c (...)

(...) ults are automatically grouped by key tags which are common to instances found and displayed as a filter. Each filter displays a total amount of 10 groups with the highest number of instances. Global choice field s can also appear as filters if they were used on instances forms. By click on such a group user can narrow down the results to instances created by specific persons or in specific application. While (...)

(...) rage size and number of attachments per workflow instance (document scans, docx, pdf, tiff, xlsx) As an example, we will use a form made up of 20 form fields (all of them are required): 3x choice field (1x dropdown, 1x autocomplete, 1x SharePoint Picker) 3x Date & time 3x Floating-point number 1x Integer number 3x Single line of text 3x Multiple lines of text 2x Person or group pick (...)

(...) ; Maximum number of various types of form fields (limit per process)     Field type Limit per process Single line of text - global 10 choice field - global 10 Data and time - global 5 Single line of text 80 Multiple lines of text 25 Integer number 30 in total Survey (...)

Applies to version: 2021.1.x and above; author: Mateusz Klos   The following configuration is for Standalone installation. For SharePoint intallation, no WebDav is used - only the SharePoint attachment library.  Installing an add-on from a file Consider a simple process where the user drops a file into the "Attachments" section and then wants to digitally sign it u

(...) prefix are technical fields that will not be displayed on the form. In the "Source currency" form field, indicate the currency from which the exchange rate will be converted. This is a choice field type of the form field with a source returning currency codes. In the described case, a source of the "Fixed values list" type was created:   Fig. 3. The source of the " (...)

(...) ular parts of the form were designed in such a way, that you can provide translations to any language that is used by the users while creating the workflow. From version 2019.1.2 on multilingual choice field s are complimentary to forms created with multilingual usage in mind. This functionality allows you to define choice dictionaries so that the text displayed in them  is coherent with a language i (...)

(...) ; Form field’s new look In WEBCON 2019, some of the form fields have a completely refreshed look and give new possibilities which make working with forms even easier and more pleasant. choice field s on the Modern form that operate using the ‘Pop-up’ mode now look like this:   Item list now utilizes In-memory technology which allows it to work a lot faster wh (...)

(...) reakdown item list, we have added rules using the SELECT VALUES functions in the “Form rule invoked after callback” window. The first rule sets the value of the “Person/group” choice field - “Approvers to notify”. Values from the “Approver” column are copied to the “Approvers to notify” field. The second rule sets the value of the “Account numb (...)

(...) Applies to version: 8.3.x and above; author: Przemysław Sierant Introduction The form field “choice field ” is used for selecting a value from a set list of choices (either predefined, or loaded from a data source). Until now, there were two ways of selecting these values: from a drop-down menu (default) and through a separate pop-up window (this option allows multiple values to be sele (...)