Knowledge Base

Translation of process and application configuration elements is a standard functionality of WEBCON BPS. One such element is the humble e-mail notification – this article describes how to configure multilingual e-mail templates and shows examples of their use. A language selected by a user is saved in the database when the users perform the action (going through the transition path) in any application. If the configuration does not allow users to change the interface language, the e-mail notifications will be sent in the language in which the application is presented.

In addition to the commercially licensed versions of the WEBCON BPS platform, WEBCON offers a free, fully functional, and non-time limited version named WEBCON BPS Express. This version is only limited by the database size of 10 GB. When a company decides to buy a commercial license for WEBCON BPS, they may upgrade the Express license to the Enterprise license. Because the activation data for the Express version is generated based on the e-mail address of the person who registered the license, and the the Enterprise version (commercial version) activation data is generated based on the company acronym – you must first deactivate the Express license, and then activate the Enterprise license using the new activation data.

You can use picker fields on your forms to allow the user to choose data for a form field. This article presents all the types of available picker fields in WEBCON BPS and shows how you can configure them using a real business scenario.

There are various reasons why companies implement electronic document workflow software. One of the most important is the need to automate the processes. One example of such automation processes is the use of the serial correspondence which generates documents based on the specific template in which the fields and values can be changed. These values can be loaded from an external data source. The topic will be discussed based on a business case in which you want to collect payments from contractors for unpaid invoices. For each of the contractors, a request for a payment document will be generated with information on the amount and invoice number that has not been paid.

In the workflows designed in WEBCON BPS, you can enable users to add the attachments – e.g. .pdf, .docx, .xlsx, tiif and zip. Their storage location is a particularly important aspect of the system configuration. One of the methods to store the attachments is to create a separate attachments database. An attachments database is a dedicated database that stores the attachment files. After creation, the database will be connected to the selected content database. The attachments database allowing for separating the place of storing files from the business and process configuration data.

When designing business processes in WEBCON BPS, in addition to ensuring that the created solution works correctly when it comes to functionality, it is also worth paying attention to the visual side of the form. The form view should be intuitive and understandable to the end user. Each workflow created as a part of the process has two global form templates – Main form and Compact form (which can be used e.g. in mobile devices). The compact form is available via a dedicated mobile application for smartphones and tablets, and also from the browser level. After clicking a link, a panel with instance preview will appear on the right.

When designing MODERN forms for WEBCON BPS Portal, it is important to take into consideration what the end user is expected to do on the form and how to make sure they do it correctly. A user should be able to discern what value should be entered into what field. In addition to thematically grouping form fields, you can also add tooltips with instructions next to field labels. Thanks totooltips on the form, a user has the ability to learn more about the form they are currently working on . In WEBCON BPS, such tooltips can be found both on form fields and on transition path buttons.

WEBCON BPS allows you to send customized e-mails to users. E-mail messages are currently 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. E-mail templates allow you to define the appearance of the e-mail sent in WEBCON BPS, both when sending standard notification and configurable messages. The following article describes the standard e-mail notifications along with the global template and the way of defining the configurable notifications and templates within the process.

When building business processes 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 current 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 workflow. As WEBCON BPS software developed, both the configuration (graphic interface) and function (range of abilities) changed. The following article serves to refresh the topic of Hyperlinks for version 2020.1.x.

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 executing the appropriate action e.g. receiving a document scan. A path which the instance went through is called the default path – you can select them when configuring the path. o set the default path, enter the path configuration and in the “General” tab select the “Path is default” option.