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(...) ; a list of items. A person authorized to approve can edit only the line to which they are assigned. As for all other tasks, the settings for simultaneous execution of tasks determine whether the instance must be approved by one of the people indicated on the approval path or all indicated people. The second situation can be divided into a scenario in which a task is assigned to all people approving t (...)

(...) Applies to version 2019.1; author: Dawid Golonka   Introduction The „Analysis” tab available in WEBCON BPS Designer Studio allows you to see the time of the instance s being in a given step and the time of their edition at individual steps. You can also set the planned time of editing an element and the time in which the element should be in a given step. It allows you to (...)

(...) plies to version 2019.1; author: Kinga Bożęcka   Introduction Mass actions allow you to go through the path (and execute the actions that are on it e.g. starting sub-workflows) for many instance s at the same time. The article describes the configuration of this action and two examples of use.     Fig. 1. The example process   Fig. 2. The form   M (...)

(...) yran   Introduction WEBCON BPS allows you to generate/update Word documents (e.g. invoices, contracts) based on a template that inserts data from the system (e.g. data from the workflow instance that caused the file to be created) and also convert them to PDF (if necessary). To do this, you need our Word add-in to be downloaded from WEBCON BPS Portal.  For more information about Word (...)

(...) re this token and periodically renew it using the “Invoke REST Web service” action. The example workflow:    Fig. 11. The workflow   When registering an instance , fill in the call parameters in the form. Two first parameters can be found in the client configuration, the third is set to the constant “grant_type” value and the fourth – is a re (...)

(...) ge value of single field” action   Field – all form fields related to the form used in the process, and also system fields such as [System] Comment and [System] Parent workflow instance ID. Comment author – selecting “[System] Comment” enables you to select the comment author and set the comment value. Selecting the “[System] Parent workflow instance ID&rd (...)

(...) wing function: MoveToNextStep – go through the path InvokeMenuAction – invoke the menu button InvokeRule – start the rule StartElement/OpenElement – start/open the instance Invoking new form rules can be realized e.g. after a user clicks the button added to the form.   Adding a button to the form Create a new HTML form field and select the “Adva (...)

(...) form field on the form - eligibility for equipment   The last step is to sign the document by a supervisor/manager who confirms the completeness of the offboarding card. After signing, the instance goes to the “Archive” step where the offboard document is generated.   Fig. 7. The Handwritten form field on the form – Signing of documents   The "A (...)

(...) Applies to version 2019.1; author: Konrad Wojtycza   The “Suggested” report allows you to quickly find the searched instance based on its current status and form field describing it. It displays all instance s that have been updated or created in the last year that the user (currently vieving the portal) has access to.  Fig. 1 presents the “Suggested” report av (...)

(...) Applies to version 2019.1; author: Konrad Wojtycza   Introduction In WEBCON BPS there is the option to add attachments to the workflow instance by using the standard action. This action works in two modes: Adding attachments from other workflows of the current WEBCON BPS content database, selected based on the instance workflow ID – the “Based on instance ID” mode (...)

(...) he address can be changed by using the “Tools for application management” section in the WEBCON BPS installer. In the “Portal address configuration” tab, enter the appropriate instance address.     Save the configuration and restart the WEBCON BPS WorkFlow Service and “WEBCONBPS” IIS Web application.

(...) arch server IP in the “Tools for application management” in the installer. Changing the portal URL is important because it is inserted (among other things) into email notifications to instance links.     Restoring the BPS_Config database is important if WEBCON BPS is integrated with other applications where the API Secret Key is used. Until all work is complete, (...)

(...) ree steps: Input data – a user enters the NIP number of the business entity whose data they want to obtain. Check – a user checks the entered data. If data are correct – the instance goes to the “Download data” path on which the “Invoke REST Web service” action is executed. If not -  the instance can be moved to the first step. Information checked & (...)

(...) authentication: Anonymous NT Microsoft Dynamics 365 Salesforce WEBCON BPS Microsoft Graph Microsoft Dynamic 365 on-Premises   In the last field, enter the base service instance URL.   Fig. 2. Creating the REST Web Service connection     The next step is to create the REST Web Service data source – in the configuration, select the conn (...)

(...) it is possible to set the filtering of fields displayed on the panel to those belonging only to the selected form types. In the “System areas” section, you can add the fields such as instance ID and Business entity. In the “Edit mode” section, you can decide on the default display mode of the form after opening it in the browser (Dynamic, Default view, Default edit). A (...)

(...) Wojtycza   Introduction WEBCON BPS allows you to send notifications about tasks assigned to users. You can send the standard notifications which are automatically generated based on the instance content and sent after going through the next step, as well as custom notifications, that are tailored to the business needs and prepared based on the local template. In both cases, the content is ba (...)

(...) ; ID or Name Workflow – ID or Name Form type – ID or Name Current step – ID or Name Business entity – ID or Name Logged on user – ID or Name Document – instance number Document – Parent instance number Is admin mode active? – True or False Do I have permission to edit? – True or False Is edit mode active? – True or False Is (...)

(...) Applies to version 2020.1.3; author: Konrad Wojtycza   Introduction Task creation is one of the basic functionalities enabling the creation of instance workflows in WEBCON BPS. Tasks in the system can be created in the step configuration on a given path or as an action that can be placed e.g. on the entry to the step. This article describes the “Create a task action” actio (...)

(...) Applies to version 2020.1.3; author: Paweł Fijał   Introduction When creating the instance workflow in WEBCON BPS, they may be a situation where we would like the attachment added on the form to be stored in the cloud e.g. in OneDrive. People who are not taking part in the process will be able to access it. This article describes how to add attachments to OneDrive using the REST action. (...)

(...) or of the validation rule and click Test. The Expression preview window will be displayed, which will return a value determined by checking the condition based on the value from the indicated process instance . To test the rule, enter the appropriate workflow instance ID.   Fig. 7. The expression editor of the rule   Validations can check not only numerical values, but also da (...)