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(...) ous file formats (e.g. .xlsx, .docx, .pdf, .png). This article describes the functionality of the attachment preview directly on the form.   Business case A simple invoice processing workflow has been created:   Fig. 1. Invoice processing workflow   On the “Registration” step enter the invoice details and add the attachment. Then go through the &ldquo (...)

(...) e when implementing processes and reduces the possibility of configuration errors. They allow you to create one global configuration of an action within the process, which can be used anywhere in the workflow without having to configure the action from start each time.   Where can action templates be used? There is a scenario where we have a project that contains multiple stages that are sup (...)

(...) ally remains on even after production starts.   How to enable the deployment mode? The simple process of reporting expenses has been created.   Fig. 1. The Expense report workflow   After registration, the request goes to the next step – Manager approval. Each time you go through the “Register” path, a notification about the new task will be sent t (...)

(...) ovided from external data sources such as SQL databases or SharePoint lists. Internal sources can also be created in the system such as Fixed value lists or references to data contained in WEBCON BPS workflow s. Any WEBCON BPS process can be used as a source of data for another process, however, one of the newer WEBCON BPS features is the ability to create a dictionary process – whose sole purpose is (...)

(...) 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 (...)

(...) rocess (e.g. archive). Business administrators do not have the privileges of the Designer Studio application. Auditor – A person with these permissions will have read permissions for all workflow elements and access to all applications.   Application privileges For each application you can define a separate set of privileges. The privileges defined for the application allow yo (...)

(...) 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 (...)