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(...) roperly 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 “Main form” option -> Global form template (select the Attachment section). Now, in the properties section select the “Edit using list” option and save (...)

(...) er 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 been created.   Fig. 1. The request form   Tooltips on the form field As you can see, next to the “Leave (...)

(...) 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 attachments 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. The following artic (...)

(...) BPS can be used as an efficient document management system. This article describes how to use barcodes to scan PDF files and paper documents and have them automatically added to your WEBCON workflow s' instances.  Common business scenarios for using barcodes include: Having a PDF document or a paper document and scanning its barcode to relate it with an existing workflow in (...)

(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction When designing the processes and individual workflow s in WEBCON BPS, it is good to know how the data is stored in the tables, what are the relations between them and how individual information is displayed on the form. This article describes the Calendars table.   Table description (...)

(...) en the history 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 (...)

(...) Applies to version: 2020.1.x and above; author: Wojciech Kołodziej   Introduction When building business processes in WEBCON BPS and designing workflow s – big or small – you may find that you need to pass information between two workflow s. One of the simplest ways to pass information from the current form to one in another workflow is by using the Hyperlink action. Hyperlink (...)

(...) Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction The processes designed in WEBCON BPS use the e-mail sending actions in their workflow s – e.g. e-mails about active tasks waiting for the user or e-mails containing various reports. The configuration of sending e-mails was described on the technical blog -> E-mails and templates in BPS. WEBCON (...)

(...) the WFSecurities table.   Description The WFSecurities table contains information about current privileges granted at the process level, instance and type form in the context of a given workflow . The table consists of the following columns: SEC_LevelID – information about the access level: 1 – Admin 2 – Modify without delete 3 – ReadOnly 4 – AddNe (...)

(...) Hot-Folder service, for more information see -> https://howto.webcon.com/hotfolder-adding-scanned-files-to-process/ . After setting the Hot-Folder and the registration point, create a workflow – e.g. Mathematics test:     On the exit of the Registration step, the action of printing a barcode is set. Then the instance goes to the Waiting for test  (...)

(...) ) SQL table structures.   Limit tables   Global form fields The limit of global form fields applies to the entire system configuration. Regardless of the number of processes, workflow s and their form fields, there can be only as many global fields as specified in the table below:   Global field type Maximum amount Date field 5 (...)

(...) ash; for tax id and fields identification (provided by WEBCON BPS). 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 steps was created for the purpose of the article: Start – a start step Wait for scan – a step in which the workflow instan (...)

(...) Applies to version 2020.1.x, author: Dawid Golonka   Introduction Actions are commonly used in WEBCON BPS to design the processes and individual workflow s. They are performed without any user interaction and defined on the transition paths or steps. An example actions perform such activities as calculating the field value, making an entry to AD, sending an e-mail. While working wit (...)

(...) ployee is absent, their tasks can be automatically passed to another person. Read this article to learn how to configure substitutions in WEBCON BPS Designer Studio. WEBCON BPS allows you to use this workflow automation in many places. More information about the substitutions can be found in the following articles: Substitutions in WEBCON BPS - configuration Substitutions in 2019 version (webcon.c (...)

(...) ersion of this template and want to implement them without changing the process configuration in Designer Studio (printout replacement only).   Solution: Each instance in the system workflow has its own unique ID number, so we do not have to worry about under what name the file being connected to the workflow will be saved in the system. The action generating the preview will be presente (...)

(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction WEBCPON BPS supports your office365 workflow by enabling you to generate printouts (e.g., car reservation, order, or shopping list). It is possible when you use the MS Word add-in. This article describes how to Install the add-in. Installation To install the add-in, go to the WEBCON BPS Portal (...)

(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction WEBCON BPS allows us to manage our company and streamline the assignment of tasks by designing workflow s. A workflow is a sequence of steps that an instance of the workflow must complete to fulfill its business goal. Such a workflow facilitates and optimizes work by clearly specifying the order in which (...)

(...) ogle Drive? On the device from which you want to add files, the One Drive/Google Drive application must be installed with the account defined in it. In the WEBCON BPS mobile application, in the workflow instance click the option to add attachments and select the “Browse” option. In the file selection window as “Locations” indicate the previously connected OneDrive/Google Driv (...)

(...) l and BPS internal view type source, the option to indicate an archived database as a source for the report has been added. Information about the archiving mechanism can be found at Archiving workflow instances. To create an instances report in WEBCON BPS Designer Studio, go to the “Presentation” node -> “Reports” of the selected application. Fig. 1. WEBCON BPS (...)

(...) ld, SQL/CAML query, directly indicating the users/groups or by selecting one of the predefined options. This article describes the predefined options of task assignment, which does a lot of workflow automation for you.   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 opt (...)