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(...) Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction Workflows created in WEBCON BPS are built of step s and paths which illustrate the various stages of the business process. When directing 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 (...)

(...) he processed document. Creating a document in the system Uploading a file with the document for signing Checking the document status Sending an e-mail with link to sign the document Two-step verification via SMS All above actions are available for use in the new SDK plugin that supports Autenti software. Sing the above diagram, the following workflow scenario has been created: (...)

(...) address and phone number (if you want to also use the PIN code sent via SMS). Until all the indicated people sign the document, the workflow waits in the “Waiting for signature” system step .   Fig. 2. The “Waiting for signature” system step   After approval, the document is automatically sent to the next step (the “Signed” step ) and the (...)

(...) ldquo;File” that allows you to select a file directly from a local file:   Fig. 4. Selecting the logo from the file   A new logo view is available on the configuration step :   Fig. 5. A new logo preview   After saving the changes, a new logo will appear on Portal in the top left corner:   Fig. 6. The Portal site with logo changed (...)

(...) nality. style=”max-width:50%; max-height:50%;” – describes the maximum size of the picture on the report. In our case, we leave 50% both vertically and horizontally. The next step is to fill the field with a value. To do this, create an additional field on the dictionary workflow, which after selecting the picture will generate our link. Go to the WEBCON BPS Designer Studio (...)

(...) uo; item list was filled out:   Fig. 4. The form – “Report of service events” item list   After following the “Make available” path to the next step in which the form is in read-only mode – data one the form is as follows:   Fig. 5. The form – filled out the “Report of service events” item list   (...)

(...) ured fields   On the screenshot above (Fig. 1) data has been marked with the following colors: Red – system fields e.g. instance ID, instance number, process, workflow, current step , form type, modification date, created date, author, modified by, current version, comment field. Blue – the fields defined in the process (configured) e.g. text fields, numerical fields, cho (...)

(...) ople who can approve the document. To send a document to a given recipient, indicate their name, surname, e-mail and phone number (optional, if you want to use PIN verification via SMS). At the first step a user can generate a contract that will be added to the attachment section, attach a file from disc themselves, or scan a document.   Fig. 1. An example workflow instance   (...)

(...) about creating groups and task assignment see: https://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 singl (...)

(...) ldquo;teleportation”. After clicking this combination, a window to which we introduce a link to the instance or their ID will appear. The system will automatically move you to the configuration step where this element is. This function can facilitate searching the element for places where errors are generated. After receiving a link or instance ID from the client, the system automatically moves (...)

(...) be referenced in presentation configuration like any native process.   Configuration   Creating the processes Three processes have been created in two applications. The next step is to create a separate application that will contain a relation to these processes. a) Invoice process – a process in which a user can register an invoice for the selected vendor. (...)

(...) , author: Dawid Golonka   Introduction When creating support for business processes in WEBCON BPS, it is important to remember that even the simplest workflow with a minimum number of step s and form fields will be reflected in the database – all of its instances and settings are represented in the content database – which is the main place of the system’s operation. T (...)

(...) A simple Invoice cost workflow was created that can be downloaded from -> Invoice processing.   Fig. 2. The Invoice workflow   From the “Registration” step comes the “Submit to analyst” path that contains the rule checking whether to the given invoice document a paper scan with attachment is added. If the attachment is not added, the user (...)

(...) new activation data.   The procedure for changing the license from Express to Enterprise Below there is the instruction on how to migrate licenses from Express to Enterprise. The first step is to deactivate the Express license service.     Next, click the “Deactivate” button – two options of deactivation appear on the screen:   &nb (...)

(...) menu. Otherwise, when you try to save you will receive a message:   Fig. 3. The error message   Business case A Car reservation workflow has been configured. At the first step select: Driver – a Peron or group field Start and end date of use – a Date and time field Car – a Choice field A car driver can be selected by entering a fragment of (...)

(...) t has been registered in the system, a certificate for each user will be generated.   Business case Workflows and forms First, configure the Training workflow. It contains two system step s – start and finish and one intermediate step .   Fig. 1 Training workflow   On the form, several form fields that store data about the training and users have been def (...)

(...) o refer to data recorded in this workflow in other processes, you must create a BPS data source and select the newly created invoice process, specify a form type and select the “Archived” step in their configuration. The following screenshot shows the form view at the registration step with examples of completed data. The “Contractor” field is selected from the dictionary. S (...)

(...) e order form the supplier is selected from the dictionary. The supplier’s dictionary contains information about the language in which you should contact the supplier. On one of the workflow step s, a transition path is available on which the order will be automatically generated and sent to the supplier.   Fig. 4. An example configuration of the templates for the selected lang (...)

(...) s in a format that can be used for calling the Microsoft Graph method. Our technical form field prepared in such a way can be passed when creating a group like so:     The last step in the configuration of the action creating the Office 365 group is the configuration of response processing after calling the Web service method. In the “Response” tab, the ID of the cre (...)

(...) ored ID (AttText4) a field in which the file ID is stored Item URL (AttText3) a field in which the file name ([$FileRef]) variable) is stored   After moving to the next step , the workflow has the following actions defined: Update status – updating the Status column in the library Insert BPS link – saving the link to the WEBCON BPS instance (...)