(...) Applies to version: 2020.1.x and above; author: Dawid Golonka Introduction workflow s created in WEBCON BPS are built of steps and paths which illustrate the various stages of the business process. When directing an instance to the next step, there is often a need to assign a task to a user or group of users. In some cases you may need to finish a task without waiting for the user (...)
(...) AdobeSign Autenti DocuSign The following article describes the process of signing documents by using Autenti software. Process description The following diagram shows the Autenti API workflow : Fig. 1. Autenti API workflow Autenti software provides the different abilities of operating on the processed document. Creating a document in the system Uploadi (...)
(...) enabling integration with the electronic signature providers: AdobeSign Autenti DocuSign Thanks to the integration with these solutions, not only can WEBCON BPS users sign/approve the workflow attachments, but also any person to whom the document will be sent can do so as well. For each of these providers, a dedicated action allows you to: send documents for signing, verify their status, a (...)
(...) ize Dynamic picture display WEBCON BPS Portal gives the ability to calculate the value of the picture in real time (without the need to save the document). To do this, a dictionary workflow that stores the picture data was defined: Fig. 5. The form of the dictionary that stores the picture data The “Picture” field is filled with the base64 value (...)
(...) Applies to version 2020.1.x, author: Marcin Pisarek Introduction When designing processes and individual workflow s in WEBCON BPS, it is good to know how data is stored in the tables, what are the relations between them and how the particular information is displayed on the form. The article describes the WFElementDetails table. Relations in the table The WFElementDe (...)
(...) Applies to version 2020.1.x, author: Marcin Pisarek Introduction When designing processes and individual workflow s in WEBCON BPS, it is good to know how data is stored in the tables, what are the relations between them and how the particular information is displayed on the form. The article describes the table that stores header data – WFElements. Relations in th (...)
(...) 0 or higher. You must have the DocuSign account (with the ability of using API) and an integration key generated. Signing a document – an example of use In the contract approval workflow , a user registers a document to be signed and enters people who can approve the document. To send a document to a given recipient, indicate their name, surname, e-mail and phone number (optional, if (...)
(...) 0.1.3., a new functionality for managing BPS groups and users has been added to supplement this process. This articles described how the actions related to the BPS groups can be used. workflow configuration and creating an example BPS group A BPS group was created with two users: Fig. 1. Users in the “Managers_test” group For more information ab (...)
(...) ly moves you to the step where the error occurs. Example of use: Copy the link address to a given instance or instance ID Fig. 6. Copying the link to the instance in the workflow By using the Ctrl + G combination a window to enter a link will appear Fig. 7. A window to enter the link or instance ID After entering the link, the s (...)
(...) separate application that will contain a relation to these processes. a) Invoice process – a process in which a user can register an invoice for the selected vendor. In the invoice workflow the user can register an invoice with or without scan, after entering data. Fig. 1. The invoice workflow The process is in the “Correspondence” application. (...)
(...) Applies to version 2020.1.x, author: Dawid 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 s (...)
(...) ve access to edit, add and delete instances. They also have access to all parts of the process (e.g. archive). Business administrators do not have the privileges of the Designer Studio application. workflow data read-only access – it allows you to specify users who will have the global read-only privileges for all existing processes, regardless of the privileges they already have (or their la (...)
(...) ntroduction During document processing, it is important to check the correctness of the entered data – mostly to make sure that an incorrect value doesn’t cause issues further down the workflow . WEBCON BPS gives access to multiple avenues of form validation: RegEx, ‘Validate form’ action, and the one we will be taking a closer look at– setting up a form rule on the path. T (...)
(...) each instance individually, only to discover that it isn’t the one they are looking for, is a waste of time. The situation looks similar when you have the form containing hyperlinks to another workflow e.g. previous employee’s vacation requests. In newer WEBCON BPS versions, clicking on an instance hyperlink (usually hidden under an instance number) will expand the instance preview w (...)
(...) gured in the Advanced configuration button menu. Otherwise, when you try to save you will receive a message: Fig. 3. The error message Business case A Car reservation workflow has been configured. At the first step select: Driver – a Peron or group field Start and end date of use – a Date and time field Car – a Choice field A car driver can (...)
(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski Introduction You can automate your existing company's processes using workflow class systems. WEBCON BPS Portal gives you many tools for handling digital process automation. One of them is generating certificates for employees who successfully ended a given training course. This article des (...)
(...) ation facilitates users’ work outside the office. By using a mobile device, users have the ability of quickly checking the status of a given task, starting a new task or attaching a file to the workflow . A new WEBCON BPS 2020.1.3.213 version introduces many changes as well as a new way of operating mobile applications. After downloading the new version of the app to devices and updating the WEBCO (...)
(...) Applies to version: 2020.1.x and above; author: Dawid Golonka Introduction There are various reasons why companies implement electronic document workflow software.One of the most important is the need for business process automation. One example of such automation processes is the use of serial correspondence which generates documents based on the specific template in which the fields (...)
(...) Standard notifications are sent to the people actively participating in the process and they are informing about typical actions such as receiving tasks, notification about the start or finish the workflow . In such cases, it is worth preparing a template with translations. Fig. 3. An example of using the action of sending a notification with a template with entered translations. The au (...)
(...) soft Teams. Instead of adding a new Team manually, let WEBCON digital process automation help you! Adding a new Team can be automated by using the WEBCON BPS when registering a new project workflow – you can also use the Microsoft Graph platform. Creating a team is divided into two stages: Creating the Office 365 group Creating the team based on the group To connect WEBCON (...)