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(...)   Below you can see the form view in the described „Acceptance” step.     The task was assigned to all users in the Approvers group. After accepting the document by one of them, it stays in the same step, waiting for the second approver to complete the task. The form will display a different icon next to the name of the user who completed the task:   (...)

(...) the instance’s history) Number and type of actions used in the system (e-mails, changing field values, launching subworkflows) Average size and number of attachments per workflow instance (document scans, docx, pdf, tiff, xlsx) As an example, we will use a form made up of 20 form fields (all of them are required): 3x Choice field (1x dropdown, 1x autocomplete, 1x SharePoint Picker) (...)

(...) It is used to search for all elements such as: those returned in the “Search application” and “Search in navigation” search windows instances created in WEBCON BPS document s attached to the workflows You can search for document s by the content of the document or attachment without worrying that you do not know the instance’s signature or the attachment’ (...)

(...) the step in “Description” field. For more information about this functionality, see Task details.     Adding process instruction on the form Place a PDF document with the instruction somewhere on the internet – to do that you can place it on SharePoint and copy the file location. In workflow information paste address in “Link to user manual&rdqu (...)

(...) on the completed form field values e.g. after selecting a specific option in a choice field or the description is to appear in a place other than the standard one User manual – is a separate document that describes the method of working the workflow. A link to this instruction is defined in WEBCON BPS Designer Studio next to the name, acronym and workflow description, and will be visible in the r (...)

(...) Applies to version 2019.1; author: Konrad Wojtycza   Introduction From the point of view of business requirements, a common need is the approval of the document by people on the designated approval path. WEBCON BPS introduces functionality that simplifies the configuration of your approval workflow – a list of items. A person authorized to approve can edit only the line to whic (...)

(...) the settings of the form fields’ order on steps or item list settings. However, if you decide to overwrite the form field settings – it is a good practice to describe it in the form field document ation (Fig. 12).   Fig. 12. document ation – information about breaking inheritance at the step

(...) ances (without knowing their ID number) and viewing reports. This article describes the methods of configuration the instance number and the advantages of defining appropriate signatures for your document management workflow.   Instance number configuration Instance numbers can be defined on two different levels – workflows or form types. However, only one of them will be set by th (...)

(...) Applies to version 2019.1; author: Józef Cyran   Introduction WEBCON BPS allows you to generate/update Word document s (e.g. invoices, contracts) based on a template that inserts data from the system (e.g. data from the workflow instance that caused the file to be created) and also convert them to PDF (if necessary). To do this, you need our Word add-in to be downloaded from WEBCON BP (...)

(...) Applies to version 2019.1; author: Tomasz Pytlak   Introduction Working with attachments is one of the basic functionalities in WEBCON BPS. Some processes, such as document repository, are only used to catalog and make files available to selected users. In others, the attachments may be of secondary importance. For example, when you want to work on a file together with your client, a (...)

(...) s to version 2019.1; author: Dawid Golonka   Introduction WEBCON BPS helps you embrace the digital transformation by giving you many options for working with electronic versions of document s and replacing 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 handwritt (...)

(...) py PO to attachments” path, the action of adding attachment has been configured.   Fig. 1. The "Ivoice" wokflow   The Invoice form allows you to select a PO document (in the “Select PO” field) from the “Purchase order” workflow (Fig. 2). If you select the “Based on instance ID” query, the attachment will be downloaded from (...)

(...) es to version 2020.1.3; author: Mateusz Syrek   PDF version Disclaimer Every installation of WEBCON BPS is unique, and may face certain challenges not covered here. Therefore, this document should be treated a general set of guidelines and not universal dogma. The scenario presented here was tested and used to deSharePointize our Support Portal http://support. webcon.com.   (...)

(...) , POST, PUT, PATCH or DELETE). In this case, we use the GET method. In the “Custom headers” tab, you can add additional header parameters according to the requirements included in the document ation of the selected API (in this case – host and API key). In the “Filter mode” tab, you have two options – Using BPS and Using Web Service. Filtering on the BPS side wil (...)

(...) e AD, Google – BPS Auth Preparation As an example, a configuration with Azure AD authentication was presented. The configuration for other providers is available in the official project document ation https://oauth2-proxy.github.io/oauth2-proxy/docs/configuration/oauth_provider.   nnsm installation nssm is used as a tool for installation nginx and oauth2-proxy as a Win (...)

(...) f over saving of matrix configuration was discussed. Content of WorkFlow form may differ depending on many elements, differences may occur at: 1)      Step in which the document is 2)      Role of the person browsing the document (author, person with the task, read-only, superior or HR department) 3)      Values (for ex (...)

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

(...) Process – ID or Name Workflow – ID or Name Form type – ID or Name Current step – ID or Name Business entity – ID or Name Logged on user – ID or Name document – instance number document – Parent instance number Is admin mode active? – True or False Do I have permission to edit? – True or False Is edit mode active? – Tr (...)

(...) nment. WEBCON BPS refers to loadbalancer which is responsible for directing traffic to individual Solr nodes.   It is important to properly set up ZooKeeper Ensemble according to the Solr document ation -> Ensemble configuration Solr is configured to pass the appropriate connection values to ZooKeeper -> Using the -z Parameter with bin/solr After starting Solr, change the security s (...)

(...) ired license BEFORE upgrading the WEBCON BPS system.  WEBCON BPS 2020 Additional files   File Description SDK Migration 2020.1 The following document contains a list of changes in WEBCON BPS 2020.1 SDK when compared to version 2019.1.4. Improving the precision of numerical columns in item lists Article - Additional explanation and (...)