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(...) . An Excel file for importing templates and a package with files   A new report also allows you to download or view a file without getting into it.   Fig.7. Template preview Direct ly 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 (...)

(...) data source.     Importing/exporting dictionary processes Dictionary processes enables “Export from an Excel file” and “Import to an Excel file” Direct ly from the report level. This functionality is available only for dictionary processes. When exporting from an Excel file, the Instance and Type column are visible, as well as all form f (...)

(...) managed in parallel by many people (or teams) there is often a need for two types of processes to coexist within one environment – supported by the export/import mechanism and those implemented Direct ly in the production environment. In this situation we cannot block the environment from editing. To ensure consistency and make it more difficult to unintentionally modify the process imported int (...)

(...) ng on the user icon in the upper-right corner of the screen will display the list from which choose „Substitutions.”     Choosing „Substitutions” will reDirect to a page on which we can provide a substitution for ourselves or for someone else. In the other case system, administrator privileges are required.     The view displays four (...)

(...) rmation in the "Documentation" field.  In the "Description" column type a suggestion for the user how to correctly fill in a specified field. This information is displayed Direct ly on the form as a tooltip. This field is also transffered to the generated documentation file.      The "Documentation" column should contain information import (...)

(...) Windows Server 2016, Windows Server 2019 Microsoft SharePoint Foundation 2013 or Microsoft SharePoint Server 2013/2016/2019 MS SQL Server 2012 or higher (full text search mode required) Active Direct ory (or Azure Active Direct ory) environment 1.2.Hardware   1.2.1.Architecture There are 3 basic scenarios  for installing WEBCON BPS depending on the scale of your system: (...)

(...) tion, and you can authenticate yourself by using all active login providers (including ADFS, AAD, Webcon BPS Auth) and it is similar to a standard browser. After selecting a provider, a user is reDirect ed to the login page, from where, after entering the correct credentials, they will return to WEBCON BPS Portal handing over the generated access token to the mobile application.   The acc (...)

(...) ons you will see this document with the appropriate attachment.   Fig. 5. The returned search result   By clicking on the “Show more results” option, you will reDirect to the page with all results where you will find more details, e.g. in which element the search phrase is located.     Fig. 6. The page with all results   This secti (...)

(...) N BPS Designer Studio. Select the appropriate process and go to the “Compact view” section.   Fig. 3. The configuration of the fields displaying   The row order Direct ly impacts the order in which the fields are displayed in the task report. After making the changes, save the process. Below there is an example window with the introduced changes:   (...)

(...) he first time or returns to it (e.g. a request is sent for verification) What path the instance has been moved on the previous step The necessity of adding other description for CC tasks than for Direct tasks The task description is displayed in the same section as the step description.   Fig. 4. “Step description” and “Task details” on the form   (...)

(...) se people field data source” checkbox is marked in the parameters, so that the “Approver” field allows people belonging to the organization’s structure (most often from Active Direct ory) to be selected. Enabling the approval functionality is possible in settings of a specific step in the Forms tab. This should be the step at which people approve the document – in this c (...)

(...) uo; in the information window (Fig. 1).   Fig. 1. The global form template – breaking the inheritance of settings   The second method is to change the global form Direct ly. For example, if you want to change the form fields or columns order on the item list, a window will appear (Fig. 2).   Fig. 2. Breaking inheritance of the form fields order   (...)

(...) tion of the operation   Mass change of form field value To change the form field value at the Archive step, select the path (in this example – “_change value”) which reDirect s to the Archive step. You do not add the action to change the field value. Similarly as before, create a report with instances from the Archive step. Add a new mass action button, select the crea (...)

(...) ags such as {S:DET_ID}, {S:DET_LP}, {S:DET_Att1}, etc. There are two methods of selecting the template: From attachment – enter a link in the “Document template” field that Direct ly goes to the prepared template From document templates process – use the template added to any instance. In the simplest configuration it will be the instance in which the action was us (...)

(...) accounts.google.com/o/oauth2/v2/auth?scope=https://www.googleapis.com/auth/drive&response_type=code&state=security_token%3D138r5719ru3e1%26url%3Dhttps%3A%2F%2Foauth2.example.com%2Ftoken&reDirect _uri=http://127.0.0.1:80&client_id={ClientID}    Due to security policy, a warning about the unverified application will be displayed on the screen. This verification is possibl (...)

(...) MoveToNextStep” form rule invoke “InvokeMenuAction” form rule invoke “InvokeRule” form rule invoke “Startelement/OpenElement” form rule invoke Button Direct ing to the website Summary     Introduction In version 2020.1.3. on MODERN form, a new HTML type form field has been introduced which allows you to enter custom element (...)

(...) ng standard signatures with their digital version. This article describes the new Handwritten signature form field (available from version 2019.1.4.) that allows you to add your handwritten signature Direct ly on the form.   Description The Handwritten signature form field is available for the Modern form in both standard web browsers and browsers with Android and iOS. The simple workf (...)

(...) may also return the Description and Category columns.   Fig. 9. The query allows you to add the attachment from the external database   The attachment can also be created Direct ly from the binary file content. This content should be converted to the image type of data that is used to store the attachment content in the binary form.   Fig. 10. The query that ca (...)

(...) tabase (created and configured for this article). The following databases have been configured in the test workflow: Data table – connection – the Data table form field with the Direct ly configured connection to the database containing the example data. The SQL query defined on the form field returns all data from the EMSI_JobChange_UK table. Data table – detailed query &n (...)

(...) in the processes are based on the SharePoint groups, then it is important to have an appropriate group migration project to one of the selected solutions (infrastructure dependent): Active Direct ory groups Azure Active Direct ory groups BPS groups Having correctly replaced SharePoint groups with one of the above solutions - you can successfully start the next stage of migration to the (...)