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Applies to version: 2020.1.x; author: Wojciech Kołodziej   Introduction The OCR AI Learn mechanism allows you to create dedicated templates for recognizing documents in the process. Depending on the type of processed documents, various different distinguishers are used, which clearly indicate which template to use for the document. For example, in the invoice process – the c

(...) Applies to version 2020.1.3; author: Agnieszka Burda   The following article is an extension of the HTML form field s article.    Global functions In the HTML form field configuration, there are several functions for general information about the application and the process.   Fig. 1. Global functions in the HTML form field   Applicatio (...)

(...) are several options: Group identifier (BPS ID) – enter the identifier of the created group in the UPN format. The name of the created group was taken from the “New group name” form field , to which an element was added, thanks to which the name corresponds to the UPN format. The ID can also be entered manually Group name – enter the group name Group member – the abilit (...)

(...)   Dynamically task assignment The option of dynamically task assignment allows you to assign tasks to people indicated in the “Person or group” and “Choice field” form field s.   Fig. 5. The task assignment section   The “Create a task” action The “Create a task” action allows you to assign a task to people indicated i (...)

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 a

(...) u. By default, buttons used to change the workflow steps are located at the bottom of the form.   Fig. 1. The WEBCON BPS form   When forms are complex with many different form field s, it is often necessary to scroll to the bottom of the form to go to the path buttons. A good solution is to add a list of the available paths in the form menu.   Configuration To enab (...)

(...) p; Fig. 7. The expression editor of the rule   Validations can check not only numerical values, but also date and time fields, text field contents, picker fields and values of other form field s.   Fig. 8. The configuration of the validation action for checking the date and time fields   The validation condition may also contain an SQL query that can, for example (...)

(...) 0.1.3; author: Michał Kastelik In WEBCON BPS, your forms can be ergonomic and comfortable to read, no matter how big they are. It is possible thanks to the feature that allows you to organize your form field s into groups and configure how they work and what they look like. Read this article to learn how to create form field s groups, and use them to improve your forms' visuals, enhancing your paperles (...)

(...)   What is a form? On the WEBCON BPS platform, a form is a representation of one of the workflows in the process at a given step of the workflow. A form is made up of its configuration, the form field s displayed on it, and their settings. The form field s are organized in order and position (top, left, right, bottom) that is set on the graphical representation of the form. They have their visibilit (...)

(...) Applies to version 2020.1.3; author: Michał Kastelik With WEBCON BPS, you can color the background of the item list form field . This functionality can facilitate data interpretation and increase transparency when presenting a lot of data.  This article will present the available options for coloring the background of the item list. Go to the coloring settings, open the item list form fiel (...)

(...) l be displayed. The language in which the formula should be defined is SQL. In the calculated column, use the field names from the database (e.g., WFD_AttText1) - it will return the value from the form field for a given instance.   Fig.3 Selecting data type returned in the column   Calculated columns can have one of the defined types: Text - the result of the formula (...)

(...) ction" that was created by default. Select it, change its name if you want (e.g. to "Start subtask") and choose "Hyperlink" from the Action type drop list.  Fig.4 form field configuration for hyperlnik action type   Now, click the "Configure" button on the right to start defining the action.   Fig.5 Action configuration (...)

(...) ayed in the website address path.   Fig.3 Action configuration for “Create a site”   You can save the address of the newly created site in a workflow's form field . To do so, tick the box next to an Absolute URL or Relative URL, and choose the name of the form field .  You can also tick these options: Use the top link from the parent site. " (...)

(...) want to do the same, click on a white space next to the field you want to fill in (e.g., next to the “Title”). Then, look to the right, click on the “Values” tab, open “form field s” and find the form field you want to insert. Now, double-click on it and it will be added to the place you have indicated. After saving, the action that creates the SharePoint site is ready fo (...)

(...) e item list to an xlsx file. This article describes the configuration of importing/exporting data.   Configuration To enable import/export, go to the advanced configuration of the form field , and select the option in the “General” tab: Allow Excel export Allow Excel import   Fig. 1. Enabling the import/export option   After saving changes a (...)

Applies to version 2020.1.3; author: Michał Kastelik The WEBCON BPS platform has mechanisms for importing and exporting application templates between environments, e.g., test and production environment or WEBCON BPS On-Premises and the Cloud Platform environment. One of the possible uses of this functionality is testing your application in the test environment, exporting the application tem

(...) m's rules invocations (including all invocations of functions that modify the form),   invocations of rules responsible for visibility, editability and requiredness of form field s,   asynchronous invocations of form field s such as data table, data row, chart, pick box (along with the content of queries),   application report’s query c (...)

(...) e have prepared: Fig. 3 The form for creating users (at the Start step)   The “Registering person” and “Date” fields are automatically filled in. For the form field s included in the "Personal data" group, you must manually enter the data needed to create an account. The fields that must be completed are: BPS ID (user ID), Full name, E-mail. (...)

(...) n of the functions mentioned above on the form created for this purpose.   Configuration of the CONCAT function To explain how to use the CONCAT function, we have created four text form field s on the form. The content of the Text 1,2,3 form field s is combined using the CONCAT function and displayed in the Concat(Text 1,2,3) form field .   Fig. 1. The operation of the CONCAT (...)

(...) ter entering the value. Fig. 3 The currency symbol added as a prefix   The prefix and suffix fields can also be used to describe the values displayed on the form. Fig. 4 form field configuration using a prefix and a suffix   After entering the value, the effect visible on the form will be as follows: Fig. 5 Numerical form field in edit mode with prefix and (...)