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(...) Then go through the “Register” path to the “Invoice description” step and describe the invoice by entering the invoice data in the form fields. To effectively complete the task on the step, it may be useful to preview the attached invoice on the form (the preview window may cover the form).   Configuration of the attachment preview in the form You can change t (...)

(...) and above; author: Jarosława Markopolska   Introduction WEBCON BPS is used to send e-mail notifications to system users. This allows for communication and the efficient performance of task s. This functionality is often used in different processes. During configuration, you can block e-mail notifications to the end recipients by using the deployment mode function.   (...)

(...) than importing from an Excel file, and you do not need additional functionality that this type of process does not provide When your process does not require any fancy action mechanisms or complex task assignment with multiple steps (e.g. sending e-mails, additional steps etc.) When you do not need to save data in the dictionary in an item lists When you do not need to add any attachments (...)

(...) cheme should not be a problem.   Description Default color and application color section settings The screenshot below shows the default view of the form opened through the “My task s” page, in this configuration the application color is orange.   Fig. 1. My task s page/form view with orange as the application color   To change the application color (...)

(...) ing an example BPS group A BPS group was created with two users:   Fig. 1. Users in the “Managers_test” group   For more information about creating groups and task assignment see: https://howto.webcon.com/bps-groups-in-standalone-installation-type/ https://howto.webcon.com/assigning-task s-to-bps-groups/   The next step is to create an example w (...)

(...) nts statistics of the users’ activity (the number of pathways) for all instances in the system V_KPI_Tops_Delegates_ByDefinitions – the view presents statistics about the number of task s delegated by the system users in the selected processes V_KPI_Tops_Delegates_ByStep – the view presents statistics about the number of task s delegated by the system users in the individ (...)

(...) fined in the form field configuration, will be opened in the preview mode by default.       The form preview window significantly speeds up the performance of daily task s in WEBCON BPS Portal. The ability to quickly check the content of an instance without opening its full version allows you to work more efficiently and reduce the frustration of having to open forms (...)

(...) nbsp; Introduction The WEBCON BPS mobile application facilitates users’ work outside the office. By using a mobile device, users have the ability of quickly checking the status of a given task , starting a new task or attaching a file to the workflow. A new WEBCON BPS 2020.1.3.213 version introduces many changes as well as a new way of operating mobile applications. After downloading the (...)

(...) splayed in the format according to the notification language Standard template elements The phrase translations used in the standard notification elements such as instance link, application link, task details, list of users – can be changed only throughout the entire WEBCON BPS Translator application The screenshot below compares the same notification sent in two languages, with the des (...)

(...) he SharePoint list will be used to start the workflow of inviting people to the conference – after entering the name and surname, a marketing workflow will be started. The current status of the task can be checked in the SharePoint list column.   Configuration of the SharePoint list The list consist of the following fields: Title field – contains the name of the in (...)

(...) e small “I” icon next to the form field. For the paths – you need 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 re (...)

(...) andard e-mail notifications along with the global template and the way of defining the configurable notifications and templates within the process.   Standard e-mail When creating a task on the transition path, you can set it to send an e-mail to users to whom the task or CC task will be assigned. Such messages do not provide the additional configuration and their content is determin (...)

(...) sion: 2020.1.x and above; author: Dawid Golonka   Introduction The processes designed in WEBCON BPS use the e-mail sending actions in their workflows – e.g. e-mails about active task s 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 yo (...)

(...) icipate in the entire process cycle and insight into each instance. WEBCON BPS allows you to map these conditions by using the privileges mechanism. For more information about privileges, see task s vs privileges. The WEBCON BPS system operates based on a SQL database, one of the places where the information the privileges is stored is the WFSecurities table.   Description The (...)

(...) icle described three types of actions use when configuring OCR AI. Careful planning of the workflow steps and actions and using the OCR AI Projects, can facilitate document handling and improve daily task s.

(...) rom the Designer Studio level in the “Administration tools” tab.   Log review from the WEBCON BPS Designer Studio level At the top of the program interface select the “task s” tab and then the “Administration tools” option.   Fig. 1. The “Administration tools” option   In the window which appears on the screen, sele (...)

(...) Applies to version 2020.1.x, author: Dawid Golonka   Introduction If an employee is absent, their task s can be automatically passed to another person. Read this article to learn how to configure substitutions in WEBCON BPS Designer Studio. WEBCON BPS allows you to use this workflow automation in many places. More information about the substitutions can be found in the following arti (...)

(...) w” action The action allows you to start a workflow within the same application. By using them you can start only one workflow instance – in this case it will be creating an additional task in the Design process.   The action configuration consists of three tabs: Basic: In the configuration you must fill in: Process Workflow Form type Path Business entity (...)

(...) At the “Approval 2” step, a path was defined that moves back the instance to the “Registration” step. When configuring the “Back to registration” path, assign the task to a person who registered the instance – by using the “Assign to the author” option.     Next, go to the Portal and check if this option works correctly. The (...)

(...) aced by actions set to trigger on a path if: The values are downloaded by using network services (web services) The default values are not necessary for a person who is currently performing a task The default values require a significant number of operations and they are related to each other (e.g. calculating a business trip)   Examples This chapter describes the differe (...)