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(...) 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 (...)

(...) Applies to version: 2020.1.x and above; author: Dawid Golonka     Introduction In WEBCON BPS you can create simple workflows consisting of several step s and form fields, but you can also use the subworkflows mechanism. The following article describes the action connected to subworkflows – “Update related workflow instance”. This action allows you to change (...)

(...) le to users outside the domain – there is an option to register WEBCON BPS Portal in ADFS and enable such authentication.   Registration of WEBCON BPS in ADFS The screens show the step s that have been modified. Others are the default configuration. The first step is to launch the ADFS management console and create a new “Relying Party Trust”, then select the “C (...)

(...) gs, the Dictionaries report will allow us to quickly add instances to the process, each containing a translation for a phrase:   After entering the values into the dictionary, the next step is to create a data source in WEBCON BPS Designer Studio. This source should return four columns: ID Name PL Name EN Name DE   Configuration of attachment detail fields To (...)

(...) ; The predefined task assignment allows configuring a business application based only on its logic without having to assign tasks to the specific users/groups. This option can be found in the step edit configuration window -> Paths tab -> Task creation tab.     A similar configuration window is used for the Create a task action: (...)

(...) nbsp; Installation Before starting the installation process, creating a folder called “ABBYY” in the WEBCON BPS installation folder is necessary.     The next step is to download the ABBYY FineReader 11 component – go to the SUPPORT panel and in the “Client” tab open the “WEBCON BPS 2019” folder or just click here. After do (...)

(...) Applies to version: 2020.1.x and above; author: Marcin Pisarek   Introduction In WEBCON BPS the individual step s require tasks to be performed by a specific user or group of users. The appropriate design of a process and the correct assignment of tasks can improve the performance of daily duties, document processing and company management. The article describes the idea of assigning (...)

(...) workflow are most often chosen. They should be particularly closely monitored in terms of query optimization and execution time of procedures. How many instances have ever been found in a specified step  – seeing how many instances and how often have gone through a specified step , we can react quickly e.g. when invoices often return to re-check or signed contracts are blocked by the archiv (...)

(...) is “remembered” until the learning OCR action is triggered. All fields marked by the user as ‘to learn’ will be marked both after saving the form and moving on to the next step . As long as the process of learning the OCR template is triggered.   Examples of use: Creating a separate step , in which the administrator decides about what triggers learning for a (...)

(...) Applies to version: 2020.1.x and above; author: Urszula Słupik   Introduction Each WEBCON BPS workflow is a sequence of step s. On intermediate step s, there are usually tasks that must be completed by a user (or a group of users) before the instance may progress to the next step .   The tasks can be assigned in different ways: Based on the logic of the business a (...)

(...) add the columns of item list on the Search panel tab during configuration, so you can easily search data in the report by the selected item list columns:     The last step is to personalize views of the configured report. By default, the Basic view is created that contains information selected in the previous configuration stages. Adding the new view is possible thanks (...)

(...) f AI rules is created by using artificial intelligence. A random sample of data is selected for the process, based on current and historical instance values (for each workflow instance, form type and step ), and then rules are created which encompass the most common (covering over 75% of cases) values or ranges of values for all numerical and categorical fields. Moreover, dependencies between variou (...)

(...) gnature), path names (Register), application names (My company), application abbreviation names (AG), process names (Agreement), form type names (Agreement), workflow names (Agreement), step names (Start, Finish (positive)), etc.   The following elements are also a part of the configuration: start buttons, reports and dashboards. In this case, the translations can be provi (...)

(...) e used in the case of companies) – in Cracow and Warsaw. In each of these departments, there are people working in accounting who are responsible for processing company invoices. In the next step , we prepare the appropriate action templates that will allow us to assign tasks to the BPS Secretariat and Accounting groups. In this case, the BPS groups will be used, but you also can use AD or Sha (...)

(...) o receive a group review of expenses instead of individual tasks. Let’s create the simple application that allows our employees to register individual business expenses. It will contain two step s: Registration of business expenses (step s: Registration – Waiting for settlement (system step ) – Archives/Rejected Settlement of business expenses (step s: Registration – Wa (...)

(...) ou would assign privileges to regular users or groups.     Use of REST API For testing we will use the API verification tool – called Postman and simple, two-step process containing several standard form fields and one item list. Obtaining a token – /api/login In the Postman we create the first REQUEST – POST for the  (...)