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(...) Applies to version: 2020.3.x and above; author: Franciszek Sakławski   Introduction When creating the configurable e-mail templates there is the option to add fields from the form. This article describes how to add an item list and SQL data table fields .   Fig. 1. A list of fields available in the system   To enter these types of fields in the template is needed: (...)

(...) e with the function of checking if a user belongs to a given group   After defining the business rule that returns TRUE or FALSE, create the form rule that will indicate the specified form fields only for the previously defined group of people. In the form rule definition section, refer to the business rule by typing their name.   Fig. 2. Form rule with the nested "User is (...)

(...) workflow automation with WEBCON BPS.   Workflow diagram   Fig. 1. The magazine is available for editing only at the registration and opened step     Form fields   Fig. 2. The total amount of products is set by form rules executed on value change   Fig. 3. The quantity of products is set by form rules executed on value chang (...)

(...) invoice details and add the attachment. 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 pr (...)

(...) source is created, which returns all instances of the dictionary which are marked as ‘active’ via an unremovable checkbox form field.  The data source configuration contains all form fields defined in the process and is updated whenever the configuration of the dictionary process changes. This process is created by using the wizard and its workflows are always structured the same. One o (...)

(...) ;s go to WEBCON BPS Designer Studio and configure the workflow. Business case The simple workflow has been created:   Fig. 3. The signature workflow   On the form, the fields necessary for the correct operation of the workflow have been defined. Notice, that the “Technical form fields ” group is visible only in admin mode – there are two technical fields (...)

(...) t palette (it is a special palette of 216 colors, which are designed to look identical on all computers) for the selected color. The values of the color components can also be entered manually in the fields on the right.   Presentation of the changes on Portal After selecting the color and saving the changes, the color accents on the form will change:   Fig. 7. The form view (...)

(...) e result” option, the user will be redirected to the SQLR search engine. There is also the option to enter search content in the search field. The entered phrase is also searched in the form fields . The search is carried out in real time and with an with each entered character the search narrows down to more and more relevant results. The quick search window contains personalized suggestions (...)

(...) ne it as a constant in the process. Attachment selection – indicate: The method of attachment selection -> based on the attachment’s category or SQL query The technical form fields to which the attachments’ identifiers will be saved Message content – enter the title and content of the message sent with the attachment Recipients selection – in this sectio (...)

(...) ith a black frame and the other without a frame.   Fig. 7. A report storing the dictionary process instances   If the dictionary workflow is already configured, fill out the fields . Two fields are defined on the form: “Picture” – a field that stores the picture “Picture selection” – a choice field with the data set in the form of our (...)

(...) CON_ID) in the WFConfigurations table   Storing data Each form field in WEBCON BPS has its unique ID assigned – it allows you to configure workflows with Item list types of form fields .   Fig. 1. The Item list – ID   Depending on the given item list column, data is stored in the appropriate field in the table. This field is invariable and is automati (...)

(...) ey store both system data and form field values defined in the processes. Each workflow instance is identified by a unique ID (WFD_ID).   Fig. 1. The form – system and configured 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 (...)

(...) DK actions so you can enter them as constants in the process. In the “Attachment section”, define  the method of attachment selection (by Category or SQL query) and technical form fields to which the ID of the signed document and envelope created in DocuSign will be saved.   Fig. 6. The configuration of the action   In the next fields , enter the title and co (...)

(...) p; Fig. 2. The adding/deleting users to the BPS group   The form view on the start step is presented below:   Fig. 3. The form view on the start step   The fields with the register person and date are automatically filled in. The selection of the other three parameters seen on the form: the person to be added, the accepting person, and the group that will be m (...)

(...) process, form field, workflow etc.) Ctrl + C – a shortcut used to copy the selected object (form field, path, rule etc.) to the clipboard   Shortcuts used to work with text In fields where the user have the ability of entering the text values (e.g. documentation field, descriptions, SQL queries) there is the option to use with the standard shortcuts, the most important are: (...)

(...) nbsp; Thanks to this, the process created in another application will be “added” to the current application and can be used. As you can see in the screenshot below, the workflows, form fields and configuration are exactly the same. The word “added” should not be understood as making a copy of the process – the process definition is still in another application, by creati (...)

(...) 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 steps 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. There are also &ld (...)

(...) Applies to version: 2020.1.x and above; author: Mateusz Klos   WEBCON BPS Designer Studio allows you to configure the form fields ’ appearance so that they can be more transparent and legible, as well as tailored to your users’ preferences. The following article lists several ideas on how to manage the appearance of your form fields :   Groups Through WEBCON BPS D (...)

(...) downloading the embed code of any system elements. These privileges do not have access to the given 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 (...)

(...) ” button.   Fig. 8. The “Analytical breakdown” step   Summary Embedding the correctness rule on the workflow path is a convenient and fast way to verify fields . In addition, it simply limits calling the rule to a specific place of the workflow. Verifying the correctness of the entered data allows you to avoid mistakes and therefore spend less time correctin (...)