API to skrót od application programming interface. Jest to interfejs programowania aplikacji, dzięki któremu programy mogą komunikować się ze sobą. Przy użyciu API możliwe jest wykonanie złożonych integracji, np. z systemami finansowo-księgowymi, aplikacjami mobilnymi, czy CRM-ami. Dokumentacja API systemu Dew-X znajduje się tutaj: kliknij Proste integracje można wykonać dzięki Tokenom autoryzacyjnymWebhook-om.
Tokeny autoryzacyjne przydadzą się bardziej wtajemniczonym użytkownikom oraz konsultantom pomagającym w złożonych wdrożeniach Dew-X. Dzięki nim można wywoływać akcje w Dew-X z zewnętrznych systemów. Wygenerujesz je w menu użytkownika:   Jeżeli ta tematyka to czarna magia, nie przejmuj się, ponieważ funkcjonalność ta nie wpływa negatywnie na standardowe korzystanie z Dew-X 🙂 Jeżeli natomiast, chciałbyś dowiedzieć się więcej na ten temat – napisz do nas.
Webhooki przydadzą się bardziej wtajemniczonym użytkownikom oraz konsultantom pomagającym w złożonych wdrożeniach Dew-X. Pozwalają na wywoływanie akcji zainicjowanych w Dew-X w zewnętrznych systemach. Miejsca na ich umieszczenie znajdziesz podczas tworzenia lub edycji procesu, na każdym jego kroku, w panelu bocznym po prawej stronie: Jeżeli ta tematyka to czarna magia, nie przejmuj się, ponieważ funkcjonalność ta nie wpływa negatywnie na standardowe korzystanie z Dew-X 🙂 Jeżeli natomiast, chciałbyś dowiedzieć się więcej na ten temat – napisz do nas.
Creating an account on Dew-X is incredibly simple. Fill out the form at https://workflow.dew-x.com System workflow. Obieg dokumentów i spraw Dew-X Enter your first name, last name and email address. Specify your password (minimum 8 characters, lowercase letter, capital letter, special character, number), see our terms and conditions, which are available here: https://dew-x.com/regulamin-swiadczenia-uslug-droga-elektroniczn and accept them, also agreeing to the processing of your personal data. You will receive an e-mail from us with an activation link (if it did not arrive – check SPAM), and after clicking it, information about creating an account in the System.
You can log into the Dew-X System at https://workflow.dew-x.com System workflow. Obieg dokumentów i spraw Dew-X Enter the e-mail address you used to register and your password. Forgot your password: reset it – you will receive further instructions via e-mail. You do not have an account – register. More on registration here: click
The System has the following roles and rights for Users in an Organization: Roles and rights for Users The panel allows you to grant and change permissions, as well as adding and removing users is available from the main menu on the left side of the screen through the icon: Użytkownicy w obiegu dokumentów i spraw Dew-X Note:
  1. If you are not the administrator or owner of any Organization, this button will not be available to you. It will also disappear when you switch to an Organization where you do not have these permissions.
  2. The owner can also change his status to „outside the organization”. This procedure will probably be used extremely rarely, but it is justified, for example, in a situation where for some reason the Owner would not want to be visible to users outside the organization. A good example of such a process is the notification system (errors, bugs, support, etc.), in which „inside the organization” there would be only one user, e.g. applications@companyname.com (visible to everyone), and others, including administrators and Owner „Outside the organization”, that is, invisible to all users outside of a given organization.
In the case of the File Archive, the Owner and Administrators (Admin) of a given Organization have full permissions by default. Other users must be authorized to access documents in particular directories / folders (search and preview) and optionally to add, edit and delete files and folders. You can read more on this topic in the chapter on creating directories / folders: click and in the chapter on modifying directories / folders: click You can read more about users here: click
Being the owner or administrator of a given Organization, you can:
  • invite new users (+ Add)
  • accept requests to join from new users
  • change the permissions of the members of the Organization
  • disconnect members of the Organization
To do this, use the users panel available from the main menu on the left side by selecting the icon: Użytkownicy - ikona w menu Note: If you are not the administrator or owner of any Organization, this button will not be available to you. It will also disappear when you switch to an Organization where you do not have these permissions. Użytkownicy systemu workflkow Dew-X

 

last names and e-mail addresses have been hidden From here, you can perform all the operations described above. When adding a new user, you must enter his e-mail address

Użytkownicy w obiegu dokumentów i spraw Dew-X

Until he accepts your invitation, it will be presented on the list of users as follows: first name – identifier, e.g. john.smith, last name: email domain, e.g. gmail.com. After accepting, the data declared by them will be displayed in these fields. Select the edit icon for a given user and change their role and status Outside / Inside the Organization Użytkownicy w obiegu dokumentów i spraw Dew-X You can read more about the roles and rights in the System here: click
In the Dew-X system, an Organization is a formal entity (company, institution, foundation, association, etc.) or informal (e.g. a social group) defined for the purposes of using the System. Organizations are created by users. Everyone can create many of them. They can also be a member of multiple organizations that have been created by other users. Each User automatically becomes a member of the Dew-X Organization and potentially others created by the Operator. These organizations can be used to handle the processes related to the functioning of the System, e.g. to report errors, comments, ideas, correspondence, settlements, etc You can read more about the roles and permissions of users here: Roles and users The available Organizations are visible when you click the icon Ikona Organizacji in the main menu on the left side of the screen. You can join many already existing Organizations. To do this, select „Join an organization” in the menu and enter at least three characters, and a list of public Organizations will be displayed, but note: to join an existing Organization, your accession must be approved by its administrator – we will send your request to him. From this point you can choose the Organization you want to work for at the moment. Menu Organizacje In the view: My board, you can also switch between organizations in the menu on the right side of the screen. Menu boczne You can read about creating new organizations here: click Read more about the users here: click
Organizations are created by users. Everyone can create many of them. They can also be a member of multiple organizations that have been created by other users. The available Organizations are visible when you click the icon Organizacje w obiegu dokumentów i spraw Dew-X To create a new Organization press the + Create new sign in the main menu on the left side of the screen under the Organizations list Organizacje w obiegu dokumentów i spraw Dew-X or the Create organization button in the menu on the right side of the screen (only available in the view: My Board) Organizacje w obiegu dokumentów i spraw Dew-X Just enter its name. The system will complete it with #number itself, so that the full names will not be repeated. Organizations can be public or private. The former are searchable and thus any user can request to join them. Private ones cannot be searched, so to join them you need to receive an invitation from their member. When creating your own Organization, you decide who will become a member and what rights they will have. If, after creating an Organization, it is necessary to change its name or status (public / private), you can do it through the screen: Note: when changing the name or status of the Organization, the system will also change the #number. This change will not affect any existing processes, files, data or its members. You can read more about the users here: click You can read more about user roles and permissions here: click
Being the owner or administrator of a given Organization, you can:
  • create new processes
  • edit existing processes
To do this, from the main menu on the left side, click the + Build Process button Procesy workflow. Obieg dokumentów i spraw Dew-X Note: If you are not the administrator or owner of any Organization, this button will not be available to you. It will also disappear when you switch to an Organization where you do not have these permissions. More about the roles and permissions in the System: click Creating a process is divided into several steps I. Choose the method of creating the process
  1. Create a new processBy choosing this path, you will build a completely new process yourself, using the creator/builder. Remember that you can alternatively modify one of the ready-made templates – in this case, select „Use template”.
  2. Use a templateTo create a new process, you can use one of the ready-made templates – prepared by the Dew-X team or your own. The uploaded template can be freely modified.
  3. I have a file with a processIf you have your own file or a file received from someone with a previously prepared process, upload it here and start editing it. It does not matter if it is a flow/processing of a document or a case.
You make your choice on the screen Procesy workflow. Obieg dokumentów i spraw Dew-X If you chose method 3. I have a file with a process – upload it and then proceed as for editing the process, you can read about it here: click If you chose method 2. Use a template go to the Process templates section If you chose method 1. Create a new process, continue reading II. Decide which of the two types of processes you want to build
  1. The process will start with adding the fileThe first step in these processes is adding a file, e.g. invoices, letters or contracts. A preview of the document (PDF, graphic) will be displayed next to the form. Popular processes of this type include the flow of invoices, office of incoming letters, agreement acceptance. Other documents can be added as attachments.
  2. The process will begin running the formThis is a process that does not require a document to begin. The user will fill in a form without previewing a document. Popular processes of this type include a purchase application, support application, and vacation application. Documents can of course be added as attachments.
You make your choice on the screen Procesy workflow. Obieg dokumentów i spraw Dew-X III. Specify the basic parameters
  1. Choose a symbol that will help you identify the process
    Note: do not attach too much importance to this – the icon has no substantive connection with the process. You will be able to change it late
  2. Name the process a unique name (in a given Organization)
  3. Determine what its first step will be
Procesy workflow. Obieg dokumentów i spraw Dew-X IV. Build the first and following forms Each form should have some fields. In the Dew-X creator/builder, we implemented fields and ready-made components that we called plugins. Procesy workflow. Obieg dokumentów i spraw Dew-X Fields come in several forms: – text – text area – number – price – choice: yes/no – date – date range – attachment – link – e-mail Hint: if you want the user to be able to add multiple attachments, links or e-mails, then the fields: attachment, link, e-mail, add only once – by completing the form, you will be able to add any number of them. For each field, specify whether it is required or not. In the first case, if the user does not fill it in, he will not be able to proceed further. If it is worth adding a header, information or instruction before the field – insert the plugin „Section description” there. You can read more about plugins here: click You can change the order of added fields and plugins on a given form using the drag and drop method. Procesy workflow. Obieg dokumentów i spraw Dew-X Fields and plugins can also move between steps Select the pencil icon on the toolbar of a given plugin or field and indicate to which step it should be moved Procesy workflow. Obieg dokumentów i spraw Dew-X The moved field will disappear from the given step and will appear at the end of the list on the selected one. When you finish a given step / form, go to create the next step / form:
  • by defining its name
  • specifying the deadline
  • deciding what will happen when this step is not performed (e.g. due to the expiration of the deadline)Two options are available: Undo or End process
Ending the process at a given step You can allow a certain process to be completed before all the steps provided have been completed. This will be the action that the user who performs the step can select as an alternative to forwarding the task. To allow such a possibility, at a given step select Yes in the section „The process can be ended at this step” Zakończenie procesu w obiegu dokumentów i spraw systemu workflow Dew-X You can do this at one or more different steps in the process. Default performer in the process If a given step is to be performed by a specific user by default, you can select them from the li Domyślny wykonawca zadania w obiegu dokumentów i spraw systemu workflow Dew-X Notes: Only users from inside a given Organization will be on the list, but if they have not accepted joining it yet, selecting them will not be possible. In the course of the process, the person performing the task will be able to consciously change the addressee or indicate multiple addressees for the next step. If it is easier to build a step on the basis of an existing one, use the functionality called Duplicate Action. This feature is used to duplicate an entire step in a process. It can come in handy when the next steps in the process have similar fields, e.g. there are many Approvals. Procesy workflow. Obieg dokumentów i spraw Dew-X The duplicate step will appear last, but by using the Reorder feature (mentioned above) you can place it anywhere in the process. Of course, each of the resulting steps can then be edited to give them separate characteristics. Note: We recommend that you think about using the same field names in the next steps of the process, because in the case of fields with the same names in the report (more about reports: click) in the summary sheet, only the last, final value is presented. If your goal is to present each of these fields separately, call them different names, e.g .: – in the HR step: HR Approval (instead of Approval) – on the step Legal Department: Legal Approval (instead of Approval) – at the Management Board step: Management Board approval (instead of Approval) You can change the order of steps in the process using the drag and drop method available in the menu on the right side of the screen Procesy workflow. Obieg dokumentów i spraw Dew-X V. Select Highlighted Variables Specify from 1 to 3 variables („Highlighted fields” option) that are worth showing on the tab of a given process instance Procesy workflow. Obieg dokumentów i spraw Dew-X Hint: for vacation requests, this can be, for example: name, last name and date range, and for invoices: name, tax ID and net amount. These fields will be visible on the task tab without going into its details. VI.Publishing When you finish creating the last step, select Publish Procesy workflow. Obieg dokumentów i spraw Dew-X from now on, it will appear on the list of processes in a given organization and will be available for use. Each process can also be Saved as a file You can save your work to a file at any time by creating or editing a process. To do this, select Close in the menu on the right and then Save as file. Procesy workflow. Obieg dokumentów i spraw Dew-X Save the file to a location of your choice on the disk. This file can be used when creating a new process. In this case, in the builder/creator, in the first step, select the option I have a process file. Do not worry – you can edit a process multiple times (read more about editing an existing process here), refining it endlessly, even when users start using it.