(...) modify instances The process can be manually completed via form or by configuring the Item list form field on the form which allows you to import data from an Excel file Unable to add attachment s Able to add attachment s The ability of data migration between environments There is no data import/export mechanism between environments, only process configuration itself (...)
(...) base. So, if the system does not receive feedback about the document number and does not enter them in the defined field – they will block you after the action of sending the document. attachment source ID – the field that with the attachment ID – from the internal database The form is presented in the following way: Fig. 4. The form Let’s go to the (...)
(...) Applies to version 2020.1.x, author: Anna Puka Introduction Digitally signing attachment s ensures the integrity and authenticity of approved documents and improves the entire approval process. This is especially important now when more and more businesses are choosing to allow remote work and have little time to implement a paperless office model. The standard WEBCON BPS functionalit (...)
(...) The remaining options vary depending on the action selected. a) SendEnvelope It is used to send documents to the Skribble platform for signing. b) attachment selection SelectionMode – attachment s can be selected based on the category (the Category value) or SQL query (the SQL value) CategoryMode – attachment s can be selected from a spe (...)
(...) en recipient, indicate their name, surname, e-mail and phone number (optional, if you want to use PIN verification via SMS). At the first step a user can generate a contract that will be added to the attachment section, attach a file from disc themselves, or scan a document. Fig. 1. An example workflow instance After adding the document, click the “Send to sign &rdqu (...)
(...) io application. Access and edit all workflow instances – allows you to set people who have the privileges to modify and view instances in the process. Access all workflow instances and attachment s – allows you to set people who can view instances in the process and their attachment s. Launch new workflow instances – allows you to set people who can start new instances. Such (...)
(...) e workflow From the “Registration” step comes the “Submit to analyst” path that contains the rule checking whether to the given invoice document a paper scan with attachment is added. If the attachment is not added, the user will be able to decide whether the instance should be moved forward or remain in the current step. To set this rule, enter the “Submit to a (...)
(...) been previously copied from the document template. Fig. 12 Configuration of .docx file generation Then, go to the “Output” tab and select the “Sava as attachment ” option. In the “File name” field fill in a name you want to be seen on the generated certificate. Fig. 13 Configuration of generation .docx file In th (...)
(...) nd also larger devices – tablets. On each of these devices it is possible to use the full abilities of your meticulously designed business applications: start workflows, generate printouts, add attachment s, and the full version of the search engine with SOLR technology. New versions are available for iOS and Android platforms.
(...) nd above; author: Michał Kastelik This article describes: How to start a WEBCON BPS workflow using advanced column formatting in the SharePoint library. How to download an attachment from a SharePoint library and insert it in a BPS workflow. Read this article if you are interested in SharePoint workflows made easy by using WEBCON BPS. Preparing&n (...)
(...) ere is the main form at the Registration step. Fig. 4. The main form On the left, there is information about the contractor and invoice details. On the right – the attachment s and comments section. Below them, there is a chart displaying the values of the unpaid invoices. At the bottom of the form on the item list, all invoices registered for this contractor are listed. (...)
(...) t templates was described here: Storage methods of document templates. If you have decided to place the template in a typical process for document templates, you should properly configure the attachment section on such a process to allow for editing the file with the template. To do this, go to the WEBCON BPS Designer Studio and go to the template process, expand the workflow and then, click the &ld (...)
(...) ined as an action or on a given path, without the ability of individual configuration Send a custom e-mail – an action allows to define recipients, CC recipients, template, content or add the attachment s from the workflow instance E-mail templates allow you to define the appearance of the e-mail sent in WEBCON BPS, both when sending standard notification and configurable messages. (...)
(...) iness scenarios for using barcodes include: Having a PDF document or a paper document and scanning its barcode to relate it with an existing workflow instance. Scanning the barcode on an attachment added to the HotFolder to start a workflow automatically. An example of barcode use would be the contract conclusion process. To process the contracts prepared by the contractor in WE (...)
(...) mns: SEC_LevelID – information about the access level: 1 – Admin 2 – Modify without delete 3 – ReadOnly 4 – AddNew 5 – ReadOnly without attachment s SEC_WFDID – a relation regarding to the instance ID SEC_DEFID – a relation regarding to the process ID SEC_ASSID – a relation regarding to the form assignment ID for workf (...)
(...) h a grade will be automatically sent to the appropriate student. At the next step, register the test for each student and print a barcode sticker. In WEBCON BPS it is possible to automatically add attachment s 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 information see -> https://howto.webcon.com/hotfolder- (...)
(...) Start – a start step Wait for scan – a step in which the workflow instances are waiting for the scan Wait for text layer – a step in which there are workflow instances, whose attachment s are waiting in the queue for processing (text layer queue) Wait for OCR AI (TAX ID) – a step in which there are workflow instances, whose attachment s are waiting in the queue for processing (...)
(...) le with a new template file. Implementation: After going to the template instance, open the instance and switch to edit mode, and then select the “Overwrite” option in the attachment menu. Then confirm overwriting the file: If the imported file contains a different name than the previous file, an additional confirmation window will appear. (...)
(...) iguration of the transition path configured in the “Basic” tab. You can also: overwrite the author for the instance launched by the action copy subworkflow ID to a field copy attachment s to the subworkflow check the current user’s privileges to add new workflow instances Data: This tab allows you to indicate the form fields which will be initi (...)
(...) re are situations in which, after going through a path, you will need to go back to one of the previous steps 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 the defined step Moving back an instance to the previous step using the “Back to th (...)