(...) he above diagram, the following workflow scenario has been created: Fig. 2. The workflow diagram Four action are defined in the process: Send document to Autenti request document status Check status request signed document The method of user verification should be mentioned here. In the above scenario, the person that sends a contract to sign is the register (...)
(...) and download the signed attachments. These actions are an addition to the platform, not part of the standard software. Thus, they are not delivered with WEBCON BPS version, but at the client’s request . This article describes how to configure the AdobeSign integration plugin based on two business scenarios. Basic requirements Implementation of the electronic signatures by using A (...)
(...) onfiguration A simple Car Fleet Management workflow has been used in this example. It consists two workflows: Car Management and Use Registry – they are used to register a car and submit the request s for their retail: Fig. 3. The configuration of the “Car management” workflow Presentation The first step is the “Registration” step in which (...)
(...) Fig. 1. An example workflow instance After adding the document, click the “Send to sign ” path – an e-mail will be sent to the previously indicated people with a request for a signature. These people do not have to be WEBCON BPS or DocuSign users – all you need to do is to enter the recipient’s e-mail and phone number (if verification via SMS is required) (...)
(...) ://howto.webcon.com/bps-groups-in-standalone-installation-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 directed to the accepting person who can accept or reject them. The “Add/Delete a single user to BPS groups” is performed on the “Acc (...)
(...) lication. Fig. 2. The location of the invoice process b) Purchase of office supplies process – a process in which an employee has the ability to submit a request for the purchase of items for them. The employee, after filling out data sends a request to the person who can accept or reject them. Fig. 3. The Purchasing workflow The (...)
(...) t it isn’t the one they are looking for, is a waste of time. The situation looks similar when you have the form containing hyperlinks to another workflow e.g. previous employee’s vacation request s. In newer WEBCON BPS versions, clicking on an instance hyperlink (usually hidden under an instance number) will expand the instance preview window in the right-hand side, instead of opening (...)
(...) a source. Configuration The topic will be discussed based on a business case in which you want to collect payments from contractors for unpaid invoices. For each of the contractors, a request for a payment document will be generated with information on the amount and invoice number that has not been paid. To realize this, three processes have been created: Invoice process Seria (...)
(...) tp). At first, configure the action of invoking the REST WebService: In the action select the connection to the Microsoft Graph. In the “request data” tab enter the method address (/beta/groups) and http (POST) method: Then go to the JSON tab and fill in the data set that will be passed to the Web service. (...)
(...) d to hover over the path button and you will see a tooltip. We can also add step descriptions that will appear in the Task details section of the form. Business case A simple vacation request workflow has been created and then, a new instance in the system has been created. Fig. 1. The request form Tooltips on the form field As you can see, next to the &ld (...)
(...) ng day The data in the Calendars table: Fig. 2. The Calendars table Business case The simple “Leave of absence” workflow used to register the absence request s was created. Fig. 3. The “Leave of absence” workflow At the exit from the “Registration” step, the “Calculate days off” action has been create (...)
(...) ror of sending e-mail Example of how to interpret database info The „Send a custom e-mail” action was created on the workflow used to register an employee’s vacation request at the “Acceptance” path. Fig. 2. The workflow used to register a vacation request Below there is the result of an example query which returns the data from (...)
(...) ere you can configure the privileges granted on the process, form or instance. The way of storing this information in the database will also be checked. A simple workflow for submitting a vacation request was created: Fig. 1. The workflow for submitting a vacation request Process privileges To grant the privileges at the process level, select the process from the list (...)
(...) rdquo;: { ”COMMAND_1″: { ”title”: { ”default”: ”Start workflow” }, ”iconImageUrl”: ”icons/request .png”, ”type”: ”command” }, ”COMMAND_2″: { ”title”: { ”default”: ”WEBCON (...)
(...) ings and select the “Use substitutions” field. Fig. 3. Enabling the substitutions in the process An example The simple workflow of registration a vacation request has been created. When registering the request , the user may indicate the substitute person for the time of absence. Fig. 4. The workflow of registration the vacation request &nbs (...)
(...) the workflow, the impersonation option will also be used to prevent the operations for which the user has no privileges (e.g., inability to start or edit the workflow). To log in, send a request using the POST method to the following address: http://adres_portalu_webcon_bps/api/login In response, you will receive a token that allows you to perform the subsequent operations through (...)
(...) ’s start the car register workflow by using the car registered below. Fig. 7. The form of registration a car on the “Registration” step After sending a request , the managing person of a given car can approve or reject it (in this case, it will be approval). Fig. 8. The form of registration a car on the “Usage acceptance” step (...)
(...) ty can be used when is necessary to modify/save data outside the system. One of the examples is business trips or vacations. In the vacation processes, data tables are used to display the vacation request s of employees in a given year. Such data can be exported directly from a workflow instance to an Excel file and then processed in an accounting firm. The form To export the file, just (...)
(...) s not require any additional configuration. The Anomalies report shows atypical instances in processes for example: an order for an excessive amount compared to other orders, or vacation request s spanning a very long period time. Launching analysis of the anomalies will automatically create a process description – a set of AI rules based on real data entered by users. A se (...)
(...) alled Postman and simple, two-step process containing several standard form fields and one item list. Obtaining a token – /api/login In the Postman we create the first request – POST for the LOGIN method. No authentication is required. In the header we set ‘Content-Type’ to application/json and in the body using JSON we se (...)