(...) add the data tables based on the SQL query which refers to the WEBCON BPS database or an external system. In the Word file you can put not only the data on the form but also the properly filtered and format ted data e.g. from the ERP system or other client database. Banded format ting of the item list in the Word program To set the banded rows, click the table and go to the table design se (...)
(...) ooltip, and then fill in the “Path description in tooltip”. Fig. 7. Adding the tooltip in Designer Studio – on a transition path Additional informat ion Lengthy tooltips The character limit for the tooltip is very large, so be careful not to set one that is too long and contains too much informat ion. The tooltip should be a short and concise (...)
(...) standard e-mail uses the global e-mail template and can be presented in the following way: Fig. 2. An example of standard e-mail notification The notification contains informat ion about the current form field values visible on the instance, a link to the workflow instance and a link to the application/portal. The content of such an e-mail can be customized by modifying the (...)
(...) s article for configuration details. Configuration of the “Add a barcode” action First, add the contract you received to a workflow instance. If the document is not in PDF format , scan it first. Then, use WEBCON BPS Designer Studio to add a barcode to this document. Fig. 1. A workflow instance containing the contract from the client Adding t (...)
(...) Introduction When designing the processes and individual workflows in WEBCON BPS, it is good to know how the data is stored in the tables, what are the relations between them and how individual informat ion is displayed on the form. This article describes the Calendars table. Table description The Calendars table stores the calendar days. To modify the calendar, go to the &l (...)
(...) the ability to create a vacation process. This process can be generated by using the absence process wizard – you can also present the vacation requests on the Gantt chart. More informat ion about creating the process and typed data sources can be found in the following articles: Absence process types of data sources Leave of Absence (webcon.com) Fig. 1. The (...)
(...) ove; author: Wojciech Kołodziej Introduction When building business processes in WEBCON BPS and designing workflows – big or small – you may find that you need to pass informat ion between two workflows. One of the simplest ways to pass informat ion from the current form to one in another workflow is by using the Hyperlink action. Hyperlinks allow you to go through to the lin (...)
(...) set by default. Fig. 1. The “Send a custom e-mail” configuration WFMails table structure A description of WFMails table columns: MAIL_Status – informat ion about the status of the message MAIL_AttemptsNumber – a number of attempts to send a message MAIL_LastAttemptTime – a last attempt to send a message MAIL_WFDID – an inst (...)
(...) and access to some resources to participate 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 informat ion about privileges, see Tasks vs privileges. The WEBCON BPS system operates based on a SQL database, one of the places where the informat ion the privileges is stored is the WFSecurities tabl (...)
(...) In WEBCON BPS it is possible to automatically add attachments with a printed barcode to the appropriate instance based on ta scan. To do this, you need to configure the Hot-Folder service, for more informat ion see -> https://howto.webcon.com/hotfolder-adding-scanned-files-to-process/ . After setting the Hot-Folder and the registration point, create a workflow – e.g. Mathematic (...)
(...) Extensions. With basic programming skills and through modifying only three files, you can extend the capabilities of the SharePoint Online list and combine them with WEBCON BPS. More informat ion about the solution can be found under the following link: https://docs.microsoft.com/en-us/sharePoint/dev/spfx/extensions/get-started/building-simple-cmdset-with-dialog-api .
(...) ich allow for creating more complicated processes. In some cases, developing the process is related to an increase in the number of form fields used, although this is not always necessary. For more informat ion see: WEBCON BPS – limits of form fields and columns. This article describes how to limit the number of form fields in WEBCON BPS 2020 and presents good practices in planning an (...)
(...) tances whose attachments are waiting in the queue for processing (OCR AI recognition queue) OCR Verification – a step in which a person verifies the correctness of the data and corrects the informat ion read Wait for OCR AI Learn – a step in which there are workflow instances whose attachments are waiting in the queue for processing (OCR AI learning queue) Final (positive) – a fin (...)
(...) h WEBCON BPS they will appear situations (at the stage of creating the processes, testing or using already implemented solution) when you are not sure whether the action was correctly triggered. Informat ion about triggered actions is registered in the database in the „WFActionExecutions” (previously WFLogs) table. Access to this table is obtained in the Server Management Studio or from th (...)
(...) tically 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 informat ion about the substitutions can be found in the following articles: Substitutions in WEBCON BPS - configuration Substitutions in 2019 version (webcon.com) One of the options for (...)
(...) nerate automatic documents based on DOCX or HTML templates. This article explains how to change the current document template that has been created in the process of document templates. Detailed informat ion about the ability to define document templates can be found at Storage methods of document templates (webcon.com) Business case A process was created that uses a printout temp (...)
(...) dash; “Person assigned” and “Task description” are mapped to the corresponding form fields. The form of the new project registration: Informat ion about started subworkflows will be visible in the bottom right corner of the form. A separate workflow instance was started for each row on the Tasks list &nda (...)
(...) API option and create a new application by using the “New API application” button. A window will appear on the screen in which you must fill in informat ion about the application. When starting the workflow through REST API, a user whose data is filled in the Name, Login, and E-mail fields will be visible as the author. The login must be entered in th (...)
(...) h; click the “Back to registration” button. The instance moved back to the “Registration” step and the task was assigned to the author to complete informat ion on the form. Moving back the instance by using the “Back to the previous step” predefined option The action allows you to move back the instance to the pr (...)
(...) at the top of MS Word. Fig. 2. MS Word with WEBCON BPS add-in Business case A simple printout of car reservation has been created. There is an instance in the system storing informat ion about data of the reserved car and registration. Fig. 3. The Car reservation form Next go to the WEBCON BPS tab in MS Word and click the “User settings” button to c (...)