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(...) ient for users to add replacements for themselves, so in the user menu click Substitutions → New substitution for me and select Task delegation substitution (auto task delegation mode). At this stag e, you can also specify the Substitute, the date range, and the exact processes for which the substitution will apply.   Operation verification In order to verify how substitutions work (...)

(...) g the workflow and individual steps. The workflow designer is available from the project main page or the menu (Workflow -> Designer). On the left, there are two tabs: Steps – the stag es of the workflow Actions – events executed when documents travel between steps of the workflow e.g. validation of entered data, file generation, sending notifications. You can define additio (...)

(...) ich the user can search the collected data. None of the columns are selected by default. Choose fields by which the tasks can be easily found. Fig. 9 Search panel configuration Another stag e of report configuration is view configuration which is described in detail in the following paragraph. The last part of the configuration is giving privileges for the reports. They give users option (...)

(...) also allows to change search parameters, make search key more precise, narrow down or sort results by search accuracy, creation or last modification dates. Results are automatically grouped by key tag s which are common to instances found and displayed as a filter. Each filter displays a total amount of 10 groups with the highest number of instances. Global choice fields can also appear as filters (...)

(...) Applies to version: 2016.1.x and above; author: Mateusz Syrek   Sometimes it’s needed to check at which stag e of the process our subordinates are in currently. In this case, it is convenient to use the existing business entity structure. It allows us to extend the supervisor’s control over the tasks of their subordinates. For this functionality to be available you mu (...)

(...) ng  exchange rates from the ECB Source configuration The following screenshot presents the query to the ExchangeRates table. The first part of the query (before the “union” tag ) allows you to retrieve the ID, code, exchange rate date, and rate for all currencies provided by ECB. Each tag returning “Exchange rate date” contains the “DATEADD” function, (...)

(...) d in general as good practices for creating processes thanks to which the created solutions will be more understandable, less sensitive to change and, consequently, more reliable.   Use of tag s tag s are elements used to create expressions (SQL, CAML, JavaScript) as well as Business Rules and Form Rules. The tag represents a specific value of a specific object in the system, e.g. the val (...)

(...) table presenting the preferred online payment methods in Poland. The market share of a given payment is presented as a number, while in the chart these values will be automatically treated as a percentag e. The data source used in the presented example is shown in Fig. 9.   Fig. 9. Data sources for   The configuration of the pie chart is visible in Fig. 10. In the data sour (...)

(...) mplete form field   In the “Autocomplete” tab one can see the settings for hints of the results that fit the values from the choice field.   Fig. 8 Autocomplete tag in the autocomplete advanced configuration   The layout of the autocomplete field in the form is  shown in Fig.9. Narrowed down results after filling in the adequate number of charac (...)

(...) or data entry or data display. For example: customer’s name, invoice date, net amount, cost assignment. Step A workflow phase, i.e., a stag e at which a workflow instance is currently activated. Instances residing in steps usually wait for operation or task completion before going to the next step. Steps can be managed manually by the use (...)

(...) dash; basic configuration rules Substitutions in 2019 version   Introduction Substitutions in WEBCON BPS ensure the continuity of task execution despite temporary/periodic staff shortag es in departments, e.g. during the holiday season. Thus, it is a tool that allows not only a better organization of work in a company, but also a long-term optimization of business processes, regardle (...)

(...) ocessed document, i.a.: creation of document in the system uploading file containing document for signature checking document status sending e-mail with link for document signature two-stag e validation with SMS service With the above options you can establish the following communication:   Figure 1. Workflow diagram The process will include 3 defined actions: (...)

(...) ng a rule – a form rule in this case. The recommended method involves the hybrid application of the keyboard and mouse, so that you can use them interchangeably, depending on which is more advantag eous at the time. After entering the Form rules tab and adding a new rule, click in the rule editor window. Type the first letters of the item or function desired in the context of the rule be (...)

(...) 5 available aggregation types:     New chart types The list of available chart types has been expanded to include the following items: •    Stacked (percentag e) bar chart – displays data in the form of bars whose height is 100%. Depending on its value, each data series takes up a certain percentag e of the bar. •    Horizontal bar ch (...)

(...) e company’s main office collects hardcopy documents every day. The documents must be then registered in the WEBCON BPS system. To streamline their management, a process is created with a three-stag e workflow presented in the image below. The associated form allows users to enter information on the delivered documents in the system. Upon registration of the aforementioned information, it is poss (...)

(...) for how those elements will look.   Defining selected styles of field names and values Styling field names and values is possible already at the form field selection and configuration stag e – i.e. in the Style section, after going to the Style and behavior tab.       Text color and background color If you want a form field name to stand out (...)

(...) es a credit installment payment schedule for its client. The client can view the schedule, but cannot sort the item list, as the schedule is fixed and cannot be modified in any way. A simple four-stag e workflow is defined. It begins with a start step where the schedule is drafted and then transits to an intermediary step where it is either accepted or rejected. The process workflow for cred (...)

(...) e documentation will be forwarded to the supervisor for review. The process used in the business case is as follows:     The designed process assumes that during the review stag e by the creative department, several users will simultaneously make changes to the document. To do this, the document will be edited after sharing the file on OneDrive for the time of editing. &nb (...)

(...) lumns may vary depending on the browser used.   Fig. 2. Example of Item list with columns of automatic (default) width   The width of a column can be expressed in both percentag es (%) and pixels (px).   Minimum column width In order to maintain legibility of the data included in the Item List table, there are minimum values that can be adopted for the width of (...)

(...) agnifying glass icon highlighted   Step icons in Instance history The icons used to mark the types of steps in History are similar to these assigned to each step at the workflow design stag e. The icons and their meanings are listed in Table 1. Table 1. Step icons in Instance history with their explanations   Actions on an instance and color coding in History Instanc (...)