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(...) instance preview will appear on the right.   Fig. 1. The instance view in the compact form   Description A simple invoice cost workflow was created. It consists of three step s – Registration, Waiting for scan and Archived. A document can be registered both with a scan or without a scan.   Fig. 2. Invoice workflow   The global form template (...)

(...) rdquo; -> “Advanced mode”. In the configuration select the field to which the formatting should be applied (in our case this is the Start field).     In the next step , insert the JSON code of the solution – this code adds the object to the right of the column value containing the icon and the inscription that it also a link. In the case of the icon, one of t (...)

(...) ty of entering such data as the company name, Tax ID  number and contact data (phone number, address..). The saved data will be stored in the Companies table.     The next step is to configure the data row form field where you will refer to the Companies table. The columns you define will then be used to create the footer content. The SQL query should be defined as follo (...)

(...) fields, the tooltip will be located in the 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 bee (...)

(...) was used in the configuration of the “Send a custom e-mail” action. Configuration of the “Send a custom e-mail” action The e-mail notifications can be defined on the step as actions of the following types: On path On entry On exit On timeout Upon instance deleting Upon instance saving On browser opening Menu button   The “Send a (...)

(...) e of absence” workflow used to register the absence requests was created.   Fig. 3. The “Leave of absence” workflow At the exit from the “Registration” step , the “Calculate days off” action has been created. This action calculates how many working days were selected by the employee in the planned date and then, displays this information on th (...)

(...) story of absences is not defined, the data will be loaded from the vacation process. It presents the submitted vacation requests – you can decide that the requests from the selected workflow step will be loaded to the chart, e.g. from the step where the requests approved by the supervisor are stored. The requests are presented in the form of the colored tiles, the color depends on the type (...)

(...) ser opening, menu button, on path or upon instance saving. We will create the action on the menu button for the purpose of the article. Go to the action configuration on the Department implementation step in the Register a department process. Add a new button type action in the menu and then, open their configuration.   Fig. 3. Adding the Hyperlink action   Open in new win (...)

(...) number of attempts to send a message MAIL_LastAttemptTime – a last attempt to send a message MAIL_WFDID – an instance ID from which the action was initiated MAIL_STPID – a step ID at which the message was queued MAIL_DEFID – a process ID in which the action was executed MAIL_Sender – an sender of the e-mail MAIL_Subject – a subject of the message (...)

(...)   Privileges at the instance level You can grant the privileges at the level of the individual instance. The selected users or groups of users can be granted privileges for the individual step s – select the “Add privileges” action. In order to present changes in the WFSecurities table the action was configured on the “Acceptance”.   Fig. 6. G (...)

(...) nd above; author: Józef Cyran   Introduction During normal use of WEBCON BPS, users can select which path (among those available) the instance will go through to reach the next step . However, when going through the system step , not the user but the system moves the instance to the next step after executing the appropriate action e.g. receiving a document scan. A path which the i (...)

(...) his article presents the methods for starting WEBCON BPS workflows from the SharePoint library by using the “ListView Command Set” extension.   Preparing the tools The first step is to prepare the development environment. This instruction describes the configuration using the Windows 10 system, but there is also the ability to use the Mac OS X system. The minimum required (...)

(...) . These projects were imported in the “OCR AI” projects in the system configuration in Designer Studio.   The workflow configuration The simple workflow consisting of eight step s was created for the purpose of the article: Start – a start step Wait for scan – a step in which the workflow instances are waiting for the scan Wait for text layer – a s (...)

(...) sp; Introduction Actions are commonly used in WEBCON BPS to design the processes and individual workflows. They are performed without any user interaction and defined on the transition paths or step s. An example actions perform such activities as calculating the field value, making an entry to AD, sending an e-mail. While working with WEBCON BPS they will appear situations (at the stage of (...)

(...) een created. When registering the request, the user may indicate the substitute person for the time of absence.   Fig. 4. The workflow of registration the vacation request   step s in the workflow: Registration – entering the basic data Acceptance – supervisor acceptance. In this step you can accept or reject the request – after accepting, the substit (...)

(...) Then confirm overwriting the file:   If the imported file contains a different name than the previous file, an additional confirmation window will appear.   The last step is to confirm the change of the instance by using the “Save” path.   Using the system process that creates a document templates library allows you to easily update the exis (...)

(...) xchange with external systems e.g., CRM, ERP.   Example of use   Let us show you how the REST API can be used to start a workflow in the design process.   The first step will be to create an application that allows access to the API – in WEBCON BPS Portal, enter the “Administration” tab and then, from the “Integration” tab, select the AP (...)

(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski   There are situations in which, after going through a path, you will need to go back to one of the previous step s of the workflow e.g. when the form has been incorrectly completed or you forgot to add an attachment to the instance. The article describes two basic configuration methods: Moving back an instance to (...)

(...) here is a menu in which you must indicate the application, process and document type from which the data for printing will be loaded. Fig. 7. The selecting process window   The next step is to create the printout. Fig. 8. The printout template   To add the fields to the printout – just drag them or double-click with the cursor in the place where you want to in (...)

(...) the values of other form fields, business rules, context variables, fixed values and data sources in the configuration. Setting the default value of the form field will take place: At the first step , where the form field is visible (this also applies to technical form fields) Only when the form field had no value before Always when loading the form in edit mode (the default value is set rega (...)