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(...) Applies to version: 2021.1.x and above; author: Konrad Wojtycza Introduction Workflow control (Branch) allows to redirect a workflow instance along a selected path. With the help of the workflow control step, we can among other things set the logic of: • skipping steps, • assigning a task to other people, e.g. in the case of approval, • withholding instances in step until the condit (...)

Applies to version: 2021.1.x and above; author: Dawid Golonka Introduction When processing an instance in a given workflow, sometimes there is a need to change fields available to a user or manage privileges to the instance. You can use the “Change form type” action, which allows you to change the type of the form you are currently working on. This action is available only for t

(...) quires significantly more efficient infrastructure comparing to Business B (10000 users versus 100 users). However, let us look at the two installations in terms of registering items (creating new workflow instance s) we may arrive at a quite opposite conclusion. Business A In view of the average data collected from numerous businesses in which the workflows of absence registration were implemented, we hav (...)

(...) data display. For example: customer’s name, invoice date, net amount, cost assignment. Step A workflow phase, i.e., a stage 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 user (e.g. transitional steps) or (...)

(...) The information that the user is acting on behalf of the Replaced person appears in the upper right corner of the screen. In addition, when you navigate to an instance, preview it, or start a new workflow instance , an orange bar with similar information appears at the top of the page. Fig. 10. Information about acting on behalf of the Replaced person. If the Substitute makes any changes to the form o (...)

Applies to version: 2020.1.x and above; author: Daniel Półchłopek Introduction In version 2020, the ability to present absences of employees in the form of the Gantt chart has been added to the Modern form. Until now, this form field was available only on the SharePoint form. One of the examples is displaying the employee's approved leaves in the absence process, but there are

(...) DOCUMENT_NUMBER Instance number (text field) STRING Y Automatically assigned upon registration e.g. F/2019/01/0001 WORKFLOW_ID Instance identifier INT Y workflow instance identifier INVOICE_NUMBER Invoice number (text field) STRING Y Invoice number. Filled in manually by registrant RECEIPT_DATE Receipt date (date field) (...)

Applies to version: 2020.1.x and above; author: Piotr Dąbrowski Introduction   WEBCON BPS handles digital signatures through dedicated actions (SDK – Software Development Kit). There are 4 plugins available to integrate with external digital signature providers: AdobeSign Autenti DocuSign Skribble This article describes the process of signing document wit

(...) ated from the document templates process. Select the appropriate file from the available list of templates.     After following the path, the attachment will be visible on the workflow instance s in the Attachments section.     The attached decision will be automatically filled out with the data entered on the workflow instance . Just click on an attachment to preview i (...)

(...) to create forms, reports, etc. not only tailored to the user's preferences, but also aesthetically diverse. However, if the user would like to further distinguish the information contained on the workflow instance s or highlight specific items on the form, emphasizing their significance, the option to style form field names and field values may come to their aid. This article presents methods for customizing (...)

(...) location – in this case, the destination folder named "WEBCON BPS".     The uploading of files to OneDrive is evidenced by the change of attachment icons on the workflow instance – the characteristic OneDrive "cloud" will be applied to them.     Now, the indicated department employees will be able to open and edit documents on OneDrive a (...)

(...) ses the App context type and has App.Odata.Read.All permissions (example below). In all WEBCON BPS processes that you wish to load data from, add Metadata Access at Application level and Access all workflow instance s (excluding attachments) at Process level for the user defined in the API application above (the Application’s login will be available as a user in the privilege settings). Launch Power BI an (...)

Applies to version: 2022.1.x and above; author: Łukasz Maciaszkiewicz   Introduction The logic behind the execution of actions and the exact moment of their execution are often matters neglected by workflow designers. This often leads to misunderstanding of mechanisms controlling the execution of actions and misconceptions.  To fill this gap, this article discusses the logi

(...) Instance history with individual elements highlighted    The user who went through the path and the date and time when this occurred ‚ Path name ƒ Step names „ Information on the workflow instance and its author … Form type and subtype names †, ˆ System form fields ‡ User-defined form fields   It is worth noting that the appearance of the form fields and their values in His (...)

(...) er Studio, select the “Database” node, and choose the database in the “Archive database” group. The database indicated here is used by all the processes for the “Archive workflow instance s” action unless a different database is defined for a given process. You can attribute a dedicated archive database to the selected processes in the process configuration in the “Settings (...)

(...) s are stored in the system, and the e-mail interactions with external entities are effectively recorded. Upon receiving a response, the system will enable a quick search and preview of the related workflow instance and, again, saving the received response as an attachment to the instance. On the E-MAIL CONVERSATIONS tab, a file with .msg extension will be added in the Attachments section, and when clicked, y (...)

(...) ervice in the background and is continued even if the process is closed in Designer Studio. Associated module: “Import”, “WCFService”.   Administrative deletion of workflow instance s with related data (tasks, attachments) – removal of all process-related instances from the database by means of the “Delete workflow instance s from process” tool (the “Action (...)

(...) tracking the pool of remaining licenses of this type in our system. The way these licenses work is slightly different from the other types, as each license allows an “operation” on a workflow instance (discussed below). This license also does not grant access to the full Portal, it only grants access to workflow instance s embedded in a Portal look-alike.   How are processes configu (...)

(...) Applies to version: 2022.1.x and above; author: Krystyna Gawryał   If you want to quickly check in WEBCON Designer Studio the configuration of the workflow instance you are working with in Portal, the keyboard shortcut Ctrl+G may be helpful. When you press it, the following window is displayed: In this window, enter the URL of the workflow instance whose configuration you want to view. Then sele (...)

(...) r of the Portal window, the content of the entered information/message is saved, and a header appears above it, stating its author and date of entry.   Fig. 2. Information saved in the workflow instance   Once the entered information is saved, editing it is no longer possible. Even if you redirect the task in the workflow to its author, the user cannot modify their entry. The user is left (...)