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(...) Applies to version: 2020.3.x and above; author: Konrad Wojtycza   Introduction Nesting business rules in the form rules allow you to refer to data contAI ned in Active Directory or external data sources. This extends the functionality of form rules and allows you to use data outside the form when defining the process logic.   Execution of a form rule for a specific group o (...)

(...) he insertion and removal of products from it. Continue reading to see how to achieve this workflow automation with WEBCON BPS.   Workflow diagram   Fig. 1. The magazine is avAI lable for editing only at the registration and opened step     Form fields   Fig. 2. The total amount of products is set by form rules executed on value change (...)

(...) oduction The MODERN form allows users to view attachments without having to download them. You can preview an attachment in two ways – in the preview window and on the form. This option is avAI lable in the most popular web browsers such as Google Chrome, Opera and Firefox, and can be supported by various file formats (e.g. .xlsx, .docx, .pdf, .png). This article describes the functionali (...)

(...) 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 contAI ns multiple stages that are supported by separate processes. During each stage, some parameters of the process can change which may cause inconsistencies in the subsequent stages of work. To avoid the (...)

(...) This data can be provided 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 contAI ned in WEBCON BPS workflows. 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 &nd (...)

(...) ges 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 wAI ting for the user to do so – you can use the “Finish all users’ tasks” option avAI lable in the administration mode.   Description The administrator’s abilit (...)

(...) the different abilities of operating on the processed document. Creating a document in the system Uploading a file with the document for signing Checking the document status Sending an e-mAI l with link to sign the document Two-step verification via SMS All above actions are avAI lable for use in the new SDK plugin that supports Autenti software. Sing the above diagram, the follo (...)

(...) author: Jarosława Markopolska   Introduction One of the crucial parts of digital transformation is being able to find anything you need quickly. Because of that, WEBCON BPS Portal contAI ns a built-in SOLR search engine. For more information about SOLR see -> Portal search engine - how does it work?.   Hint window From version 2020 the quick search hint win (...)

(...) , each of the indicated people receives a link to the document to sign. People signing the document do not have to be WEBCON BPS users or have an AdobeSign account. The only required element is an e-mAI l address and phone number (if you want to also use the PIN code sent via SMS). Until all the indicated people sign the document, the workflow wAI ts in the “WAI ting for signature” syste (...)

(...) the button located in the upper right corner of the preview window.   Example of use Moving from the report level to the instance displayed in the full window, the address bar will contAI n the full link along with the returnurl parameter:   Fig. 1. Instance in the full mode   Regardless of whether it is done from the instance preview window or the full window (...)

(...) om the “URL” to “File” that allows you to select a file directly from a local file:   Fig. 4. Selecting the logo from the file   A new logo view is avAI lable on the configuration step:   Fig. 5. A new logo preview   After saving the changes, a new logo will appear on Portal in the top left corner:   Fig. 6. Th (...)

(...) if the field is editable. Otherwise, the “Upload” and “Remove” button will not be visible. In the advanced configuration there is the option to set the displayed picture detAI ls:   Fig. 3. The advanced configuration   You can e.g. reduce the size of the displayed picture:   Fig. 4. The change of the picture size   Dynamic (...)

(...) how the particular information is displayed on the form. The article describes the table that stores header data – WFElements.   Relations in the table The WFElements table contAI ns data about all instances (forms) in the system. They store both system data and form field values defined in the processes. Each workflow instance is identified by a unique ID (WFD_ID).   (...)

(...) 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-mAI l and phone number (optional, if you want to use PIN verification via SMS). At the first step a user can generate a contract that will be added to the attachment section, attach a file from disc thems (...)

(...) zation mode. After updating user or group data, an independent synchronization operation must be performed. User data synchronization may take few seconds and until its completion, user data is not avAI lable in the system. The “Synchronization mode” parameter defines whether the action is to wAI t for the synchronization process to complete. Both synchronization modes are described in (...)

(...) re a tool that can greatly enhance your working experience. WEBCON BPS Designer Studio gives you the ability to access some functions by using the keys. This article describes what combinations are avAI lable, where they can be used and what they are responsible for.   Keyboard shortcuts avAI lable in entire Designer Studio F1 key – a context help. Using the F1 key allows y (...)

(...) ative process.   Configuration   Creating the processes Three processes have been created in two applications. The next step is to create a separate application that will contAI n 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 inv (...)

(...) plest 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 mAI n place of the system’s operation. There are also “virtual tables” automatically created by the system – called SQL views – that contAI n data from the linked tables. T (...)

(...) 0.1.x and above; author: Mateusz Klos   WEBCON BPS Designer Studio allows you to configure the form fields’ appearance so that they can be more transparent and legible, as well as tAI lored to your users’ preferences. The following article lists several ideas on how to manage the appearance of your form fields:   Groups Through WEBCON BPS Designer Studio, we hav (...)

(...) nloaded from -> Invoice processing.   Fig. 2. The Invoice workflow   From the “Registration” step comes the “Submit to analyst” path that contAI ns the rule checking whether to the given invoice document a paper scan with attachment is added. If the attachment is not added, the user will be able to decide whether the instance should be move (...)