(...) Hi everyone, we just figured out that there was a time, when the "Clear item list" action saved a faulty configuration. The issue is, that the id of the selected item list was saved (1) without using the variable syntax (2). In turn the integer value wasn't replaced during the import and the execution of the action will fail, if the integer values are not the same on both systems. In the worst case (...)
(...) Hi, how use local variables in action Generate/Update a Word file (in word template). We can use variable like {AUTP_Value:384} in html template but, it is possible use it in word template?
(...) ation instead of a given e-mail address – to do this, use the “Display name” option. The sender can also be set during the configuration of the “Send a custom e-mail” action . In the “Advanced configuration” window in the “Message content” tab click the “person icon” next to the “Sender” field. An “E-mail picker” (...)
(...) Fig. 5. The icon with the event preview Fig. 6. The erorr description Searching the error log content Copy the GUID of your error and select the “action ” -> “Administration tool” in Designer Studio menu. Fig. 7. Administration tools Select the “Log search (GUID)” option. From the “G (...)
(...) TML language (specifically building tables) A process that contains an item list and a data table After defining these types of fields on the form, create the “Send a custom email” action that contains the HTML code creating a table with data from the form. Configuration The first field to define is the Item list. Fig. 2. The item list in WEBCON BPS De (...)
(...) the application, used to create tasks for groups. It assigns tasks to the “free” employees in a given group, and allows the employee to mark task completion. The workflow consists of two action s and one control step. Fig. 1. The "Create Task" process Task Groups – the process used to define groups of tasks and assign the employees to them. (...)
(...) gh the “Download Supplier data” path (Fig. 10). Fig. 10. The form prepared to download the supplier's data On the “Download Supplier data” an action of changing many field values has been defined. Thanks to using a data filter from the data source, are selected only suppliers for who the value entered in the Supplier name or Supplier VAT ID fi (...)
(...) quo;if’ function to define a value in the “display” attribute – thank to this only the correct button will be displayed following the path available in a given step. ”action ”: { ”type”: ”quickPath”, (...)
(...) manually will be much slower than importing from an Excel file, and you do not need additional functionality that this type of process does not provide When your process does not require any fancy action mechanisms or complex task assignment with multiple steps (e.g. sending e-mails, additional steps etc.) When you do not need to save data in the dictionary in an item lists When you do not need t (...)
(...) ts the instance to the “Rejected” step and the user who has made the mistake, register a new request. Fig. 6. The “Rejected” step Important! This action finishes tasks for all users assigned to a given step, regardless of their number. Check if the task has been finished in the administration mode To check if the task has been finishe (...)
(...) ocument in the system Uploading a file with the document for signing Checking the document status Sending an e-mail with link to sign the document Two-step verification via SMS All above action s are available for use in the new SDK plugin that supports Autenti software. Sing the above diagram, the following workflow scenario has been created: Fig. 2. The workflow diagram (...)
(...) implement a paperless office model. The standard WEBCON BPS functionalities allow both digital and electronic signing of documents using: certificate applied to a document via appropriate action personal signature applied by the user directly on the form From version 2020, the ability to make the electronic signatures in WEBCON BPS has been enhanced with SDK – dedicated plugins (...)
(...) ng through the “Signed” path. Fig. 3. The form with a signed document Configuration A simple workflow of signing a document has been created using the SDK action s dedicated to the integration with DocuSign. Fig. 4. The signing document workflow The first step is to add the “SendEnvelope” action which allows you to sen (...)
(...) tem by using the designated Portal interface. In version 2020.1.3., a new functionality for managing BPS groups and users has been added to supplement this process. This articles described how the action s 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 “M (...)
(...) Fig. 1. Form field configuration Fig. 2. Help window about the chart form field F5 key – this key allows you to perform the Designer Studio refresh action . This is equivalent to the “Refresh all” button on the upper program bar: Fig. 3. The “Refresh all” button F10 key – after clicki (...)
(...) dio: Fig. 8. Location of the parameter This parameter is used in the rule definition SQL command: Fig. 9. The parameter used in the SQL query TableName: WFaction BusinessRules, OBjectIDColumnName: ABR_ID, ColumnName: ABR_BRDID Entries refer to the WFaction BusinessRules table are about the business rules used in the action configuration. An example res (...)
(...) e – multiple text). In this example we entered the color in hexadecimal code. Fig. 12. Filling in the “Field value style” field Fig. 13. The result of action
(...) h; 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. This article describes the use of this functionality. Description the functionality During c (...)
(...) tem steps. Fig. 3 Certificate generation workflow The form of Certificate generation is presented below: Fig. 4 Certificate generation form action configuration There are four defined action s: On Training workflow action which starts one Certificate generation subworkflow per participant. On Certificate generation workflo (...)
(...) elow: The undo button – works identically as in web browsers, moves one page back Going to the main page of the application, regardless of the previous action Launching the barcode/2d scanner. After pressing, starts the device camera to find the code on the prontout/photo. The scanner is available only in the iOS application (it is not possible on Androi (...)