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(...) 3. The example configuration   Files to be processed - the service will check all supported file types by default – you can limit them to PDF only or select the advanced filters template for name of created attachment – you can define the name under which the file will be loaded to the workflow (by default – the name of the file that will be scanned). If you want to chang (...)

(...) Applies to version 2020.1.3; author: Michał Kastelik The WEBCON BPS platform has mechanisms for importing and exporting application template s 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 template , a (...)

(...) eld matrix and define the visibility/editability/requiredness for each field in the individual steps. The matrix consists of four sections where you can place form fields according to the global form template – top panel, left panel, right panel, and bottom panel. The legend of the field matrix is on the bottom bar of the tab: Blue square – visibility of the form field Green square (...)

(...) N/A Substitutions Web Part Yes (deprecated) supported until the end of 2022 N/A replaced with Portal functions (available from BPS 2019) N/A N/A Word template s created using the Add-In in version 2017.1 and lower Supported Supported Supported Supported Supported Not supported Workflows Audit and Analysis available f (...)

(...) ilt-in application import/export mechanism. Starting from version 2021.1.1, the mechanism was extended with transferring the contents of the dictionary processes and workflows for storing document template s. Transferring the contents of the dictionaries A workflow for the dictionary process has been created that stores the personal data of employees. The report below presents the created fields (...)

(...) plan contains. Below is the configuration of this column:   Fig. 2. Configuration of the calculated column   Next, go to the data source configuration – in the “template ” field, select the Vacation plans option.   Fig. 3. Data source configuration – the first way   For the template to be validated correctly, this source must con (...)

(...) y people who do not have access to the company’s internal network (temporarily or permanently). You can prepare an Excel file and indicate data to be filled out.   Importing the document template s with duplicate values from Excel files. Importing Excel files that contain values calculated using a spreadsheet.   We have created the simple “Leave requests” workflow w (...)

(...) rge quiet zone size b) Barcode read DPI – specify the resolution with which the barcode was written; correct entering a resolution increases the probability of code recognition. c) Code template (regex) – define a regular expression based on which the selected barcodes that match the created expression will be matched from the document – e.g. the ^. * WEBCON *. $ expression will (...)

(...) abase of the translated process.    Fig. 1. Completing the translation for the “Date of order” form field   Downloading the tool and exporting the translation template Translation Tool is available in Community – the Platform Center tab. After clicking the link, the file will be downloaded.    Fig. 2. Translation Tool    T (...)

(...) tion components, such as: Form field Step Transition path Report BPS group Action – general Action – form validation Action – e-mail notification Hardcopy template Privileges  Glossary of basic terms Below you can find a collection of basic terms used for describing WEBCON BPS environment. Tab. 1 Glossary of basic terms Term& (...)

(...) ave two Definitions – one in the General tab and one in Error handling.   An automation named Ticket Notification created on an On entry trigger   NOTE: As with action template s, it is possible to create automation template s in the Configuration node of process – such automations can then be freely reused throughout the process by nesting them within automations on tr (...)

(...) New version of WEBCON BPS mass e-mail notification system The new version of the mass e-mail notification system allows the system administrator not only to use the embedded e-mail notification template but also to establish his own template and manage its contents, by using such components as header, task counter, task summary, task details. Additionally, the system can be used to send mass e-mail (...)

(...) Applies to version: 2022.1.3 and above; author: Krystyna Gawryał   Introduction Users can prepare document template s in MS Word that include data from forms designed in WEBCON BPS. A template prepared in this way can be used, for example, in a Word file generation action. In order to be able to use variables relating to form fields and other contextual variables of WENCON BPS, a (...)

(...) progressing forward until a number is returned and entered into the corresponding field. The form looks as follows:   Figure 4. Entry form     The “Generate template ” path generates a sample agreement document. The document for signature should have a PDF format. Begin with configuring REST connection from REST API Autenti.   Figure 5. A (...)

(...) Applies to version: 2022.1.3 and above; author: Krystyna Gawryał   Introduction WEBCON BPS allows you to create template s that will then be used to automatically generate standard documents containing the data entered on the form. Previously, such automation was only possible with the Word Classic add-in for MS Word, but now the all new add-in: Word Modern is available, which can also (...)

(...) ween the “Start” and “End” steps. Click the vertical ellipsis icon and choose “Configuration” from the expanded menu.     Insert the barcode template in the opened configuration window in the “template ” field and fill out the “Quantity” field determining the number of barcode labels to print. After entering the above-mentio (...)

(...) eplicated on Portal, in the Users and Licenses report in the Admin Panel. This area has some additional features not available in Designer Studio, like buttons for exporting/importing the licenses template in Excel and the ability to add/remove/edit user data.   To handle larger numbers of users, it is recommended to use the Manage BPS user licenses action. It can be integrated as part (...)

(...) uo; field. Proceed to the “Attachments to be processed” field and choose which files are to be added to the workflow. Define how the names of those files are to be formatted in the “template for created attachment name” field. Possible variants for a name template can be viewed in the context-sensitive help. Fig. 4. Context-sensitive help for the “template for create (...)

(...) uo; field. Proceed to the “Attachments to be processed” field and choose which files are to be added to the workflow. Define how the names of those files are to be formatted in the “template for created attachment name” field. Possible variants for a name template can be viewed in the context-sensitive help. Fig. 4. Context-sensitive help for the “template for created (...)

(...) ent file is generated with the data they entered in the form fields. Generating an agreement – a step containing the “Generate the PDF file” action triggered with a menu button. A template used for generating the agreement file contains a barcode with an ID of an “Agreement” workflow document the “Generate a PDF file” action applies to. A task holder in this ste (...)