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(...) to generate the Word files that can include data entered on the form. This functionality is useful in various processes such as contracts, vacations, and orders, where it is necessary to submit the doCU ment for signature. The following article describes the method of WEBCON BPS add-in installation, template preparation and action configuration for generating a .docx doCU ment. An example template was (...)

(...) ng form fields, you can also add tooltips with instructions next to field labels.   Tooltips Thanks to tooltips on the form, a user has the ability to learn more about the form they are CU rrently working on. In WEBCON BPS, such tooltips can be found both on form fields and on transition path buttons. For form fields, the tooltip will be located in the small “I” icon next to (...)

(...) Applies to version: 2020.1.x and above; author: Marcin Pisarek     Introduction WEBCON BPS allows you to send CU stomized e-mails to users. E-mail messages are CU rrently an important method of communication, and the use of electronic mail accompanies us both at work and in private contacts. Very often it facilitates problem solving and speeds up decision making. There ar (...)

(...) Applies to version: 2020.1.x and above; author: Konrad Wojtycza   Introduction WEBCON BPS can be used as an efficient doCU ment management system. This article describes how to use barcodes to scan PDF files and paper doCU ments and have them automatically added to your WEBCON workflows' instances.  Common business scenarios for using barcodes include: Ha (...)

(...) rom the user’s point of view was displayed: CAL_IsDeleted – information whether the row was deleted CAL_WorkingDate – a date CAL_IsWorkingDay – information whether a CU rrent day is a working day The data in the Calendars table:   Fig. 2. The Calendars table   Business case The simple “Leave of absence” workflow used to r (...)

(...) Applies to version: 2020.1.x and above; author: J&oaCU te;zef Cyran   One of the built-in WEBCON BPS functionalities is the ability to create a vacation process. This process can be generated by using the absence process wizard – you can also present the vacation requests on the Gantt chart.   More information about creating the process and typed data sources can be fou (...)

(...) rocesses in WEBCON BPS and designing workflows – big or small – you may find that you need to pass information between two workflows. One of the simplest ways to pass information from the CU rrent form to one in another workflow is by using the Hyperlink action. Hyperlinks allow you to go through to the linked form, open it in the new tab, and pass a set of parameters to the other workflo (...)

(...) tored in the WFMails table in the database.   Enabling the method of sending e-mails with queue support To enable the message queueing, go to the configuration of the “Send a CU stom e-mail” action and in the “Settings” tab select the “Add to sending queue” option. This option is set by default.   Fig. 1. The “Send a CU stom e (...)

(...) Applies to version: 2020.1.x and above; author: J&oaCU te;zef Cyran   Introduction During normal use of WEBCON BPS, users can select which path (among those available) the instance will go through to reach the next step. However, when going through the system step, not the user but the system moves the instance to the next step after exeCU ting the appropriate action e.g. receiving (...)

(...) uration using the Windows 10 system, but there is also the ability to use the Mac OS X system. The minimum required components needed for installation are: NodeJS LTS version 10 – CU rrently the highest version supported by SharePoint Framework (the solution works only with this version) Visual Studio Code – or any other advanced code editor Yeoman and gulp Y (...)

(...) complicated and is supported by several dependent sub-workflows, they can be separated into two individual but still related processes. Make sure that creating the fields that are used only for calCU lating other form fields or controlling the actions (e.g. technical fields) is justified. In most cases, the value from this field (if it is not used in many places) can be directly downloaded and sav (...)

(...) fter applying the layer. In the next step, read the TAX ID – this is important because the invoice template is checked by tax id. The OCR program treats the invoice as a semi-structured doCU ment. This means that while most invoices have a similar pattern, the location of the fields on the doCU ment may differ. An invoice from one contractor may have a tax identification number or date of (...)

(...) ituted and substitute user or group. The values can be entered in the “Always to” field or a dynamic selection can be set based on the form field or the item list column (the action is exeCU ted only on the first login, the others are skipped). Substitution date – enter the start and end date of the substitution. The date can be selected from the calendar or can be entered manuall (...)

(...) figuration consists of three tabs: Basic: In the configuration you must fill in: Process Workflow Form type Path Business entity The method of relating the new workflow with the CU rrent one. The workflow can be started as a subworkflow of the CU rrent workflow, a parallel workflow, or an unrelated workflow not connected to any other.     Advanced: In (...)

(...) y tailored to your scenario. When creating the workflow, you need remember what actions you configured, and keep in mind what ramifications repeating these actions would have. For some actions, exeCU ting them again once the workflow instances passes through the trigger one more time will make perfect sense – for others, it will not (e.g. an action that is meant to be triggered once per work (...)

(...) neration Templates” button. Fig. 6. The “File Generation Templates” option   On the right there is a menu in which you must indicate the application, process and doCU ment type from which the data for printing will be loaded. Fig. 7. The selecting process window   The next step is to create the printout. Fig. 8. The printout template &nb (...)

(...) this option is enabled that after changing the form field value: All rules defined in the “Requiredness restriction” section will be activated again The default value will be recalCU lated for all form fields with the “Set when refreshing default values” option enabled   An example configuration will be presented in the next chapter.   Confi (...)

(...) or the update.   The “Advanced” tab: Fig. 8. The Advanced configuration   Check user privileges – after selecting this option, the privileges of CU rrently logged in user are checked to edit the parent instance. If the user does not have appropriate privileges, the action returns an error. Overwrite user editing element – sometimes a (...)

(...) – system step There are several types of steps: Start Intermediate Final (positive) Final (negative) System   a) System – the article below will disCU ss how this step works   b) Waiting for scan The workflow service role – “Folder monitoring” will check files and process the barcode located in it. If the file is corr (...)

(...) and above; author: Michał Kastelik   Introduction WEBCON BPS applications can be made available in several different languages. Users who use Portal and can select one of them – CU rrently six languages are available: Polish (pl-PL), English (en-US), German (de-DE), French (fr-FR), Italian (it-IT), Russian (ru-RU). There is also the ability to create own translation for langu (...)