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(...) ven processes. Metadata access – the privileges give access to the process metadata (form fields structure) from the WEBCON BPS Word add-in level, allowing the definition of the document templates . They do not give access to the given processes and applications from the Portal level. Read-only – the privileges give access to the application from the Portal level. A user can find a (...)

(...) a document template with WEBCON BPS add-in for MS Word. See: WEBCON BPS add-in for MS Word Add a template to the document template workflow See: Storage methods of document templates  specifically in „Dictionary process for document templates ” chapter. A certificate document was created:   Fig. 9 Certificate with configured fields   Th (...)

(...) s in Figure 6. On the “Generate Word document” transition path, the action of generating a Word document has been configured. For more information, see Storage methods of document templates . .The prepared template along with the entered values form the process are as follows:   Fig. 14. The example prepared template   Final result On figure 11 you can see (...)

(...) nd application configuration elements is a standard functionality of WEBCON BPS. One such element is the humble e-mail notification – this article describes how to configure multilingual e-mail templates and shows examples of their use.   The selection of the e-mail notification language The e-mail notification language depends on the user’s settings. The mechanisms responsible fo (...)

(...) te an additional channel in the team e.g. with a tab displaying the WEBCON BPS project form.     A template, based on which the new team will be created. A list of available templates can be found at -> https://docs.microsoft.com/en-us/MicrosoftTeams/get-started-with-teams-templates #what-are-base-template-types. A group, for which the team will be created – in this (...)

(...) is also worth paying attention to the visual side of the form. The form view should be intuitive and understandable to the end user. Each workflow created as a part of the process has two global form templates – Main form and Compact form (which can be used e.g. in mobile devices). The compact form is available via a dedicated mobile application for smartphones and tablets, and also from the brows (...)

(...) evious ones.    Adding the form fields 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 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 (...)

(...) ws – e.g. e-mails about active tasks waiting for the user or e-mails containing various reports. The configuration of sending e-mails was described on the technical blog -> E-mails and templates in BPS. WEBCON BPS allows you to set a way of sending e-mails in which the outgoing notifications can be queued by the system and then sent according to the priority assigned to them. The queue ca (...)

(...) ;Connect” button. The system will ask you for your login and password. Fig. 5. The Portal login window   After connecting with the Portal click the “File Generation templates ” button. Fig. 6. The “File Generation templates ” option   On the right there is a menu in which you must indicate the application, process and document type from w (...)

(...) in Cracow and Warsaw. In each of these departments, there are people working in accounting who are responsible for processing company invoices. In the next step, we prepare the appropriate action templates that will allow us to assign tasks to the BPS Secretariat and Accounting groups. In this case, the BPS groups will be used, but you also can use AD or SharePoint groups.   Configuration (...)

(...) -In allows to follow the history of changes in the documents placed in BPS repository (attachment list on SharePoint), compare documents which are in the repository, browse form field list and create templates for “Generate DOCX” action. In order to allow user to edit attachments added to the document it is needed to configure the website and name with the attachment library. If the target l (...)

(...) ON BPS tab (in Word), click the “User settings” option, enter the server URL and click the “Connect” button.     Then select the “File Generation templates ” option - you must indicate the application, process, document type and form fields from which the data for printing will be loaded.     Business case – Car Fleet M (...)

(...) in which the business rules are defined WFActionBusinessRules – the configuration of the business rules used in the action configuration   4. E-mail notifications WFMessagetemplates – the configuration of the e-mail notification templates   g) Configuration tables related to the setting of the “Presentation” section   Fig. 9. Configu (...)

(...) . Test all applications and make changes in the configuration that are necessary to operate as WEBCON BPS StandAlone Change of all invokes in the configuration of the processes, actions, e-mail templates to the new portal address. The best solution is to replace the URL address with a global or process constant – the configuration will be in one place in WEBCON BPS, which will facilitate (...)

(...) Applies to version: 2020.1.x; author: Wojciech Kołodziej   Introduction The OCR AI Learn mechanism allows you to create dedicated templates for recognizing documents in the process. Depending on the type of processed documents, various different distinguishers are used, which clearly indicate which template to use for the document. For example, in the invoice process – the contractor (...)

(...) configuration must be loaded into ZooKeeper according to the documentation -> Upload a Configuration Directory. The configurations can be found in the BPS installer folder at (.SearchServerSolrSolrtemplates configsets).   The next step is to create the collection by invoking individual addresses (in this example, the loadbalancer address for solr is solr:8983): http://solr:8983/solr/admin/ (...)

(...) Applies to version 2020.1.3; author: Michał Kastelik The WEBCON BPS program allows you to build advanced form templates . One of the features that can be especially useful is showing or hiding form fields depending on the value of another form field.  For example, you can decide that some fields won’t be shown on the form unless the user checks a field that makes them visible. Tha (...)

(...) quo;   Summary You can use the content from your SharePoint Online to extend the existing workflows in WEBCON BPS. For example, SharePoint lists can be used as libraries of document templates or dictionary lists. You can also use them to create project sites directly from a WEBCON BPS form.  

(...) site) is executed independently of other actions that take place when the element goes to the next step. In other words, the site is created even if other actions are still being executed. Site templates In the action configuration window, you can click on the “Template” tab and define what template should be used when creating a new site. Use the “Static” option (checked b (...)

(...) Applies to version 2020.1.3; author: Michał Kastelik The WEBCON BPS platform has mechanisms for importing and exporting application templates between environments, e.g., test and production environment or WEBCON BPS On-Premises and the Cloud Platform environment. One of the possible uses of this functionality is testing your application in the test environment, exporting the application template, an (...)