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(...) h their tasks, and buttons for starting new tasks. It is possible to add a dashboard to a SharePoint site - this will be described in the Adding a dashboard to a SharePoint site section.   Configuration To add a dashboard from WEBCON BPS Designer Studio, go to the "Presentation" section -> Dashboards and enter the new dashboard's name. Fig. 1. Adding a dashboard &n (...)

(...) y the OCR module, some of the form fields may remain blank. You can configure the form rule so that the cursor will be automatically placed on a field unfilled by OCR.   The Set Focus rule Configuration In the presented example, the “Set focus” form rule containing the set focus function has been defined in the Behavior tab and will be executed during each form loading.   (...)

(...) In this article, we will show you: 1) how to configure the tagging process, 2) an example of its use to tag planned promotions, and 3) the opportunities related to it.   Tagging process Configuration   Fig.1 Tagging process workflow diagram   In our example, each customer will have a separate set of tags that can be used when planning promotions.  For this proce (...)

(...)     System settings The analysis is generated via BPS service. There, you need to enable the “Basic features” option to use it. Go to the System settings -> Service Configuration -> Services, select the appropriate Service, and check the "Basic features" option. After expanding this menu, go to the “Services” submenu and select your Service. The s (...)

(...) n create two separate lists. To do this, add a new "Role" choice field and provide the previously prepared fixed list of values as a source. Fig. 3 - The "Role" form field Configuration In the advanced Configuration of the item list, uncheck the “Allow delete” option - instead of deleting rows we will mark them as inactive. On the Register path, you should add the for (...)

(...) eady existing source using the WEBCON BPS installer. This article presents how to change users' synchronization from AD (Active Directory) to ADD (Azure Active Directory). Before changing the Configuration of BPS users' synchronization in Azure, create a dedicated synchronization application – for more information, see WEBCON BPS integration with Azure Active Directory. Changing the BPS us (...)

(...) cess or workflow in WEBCON BPS. This article shows you how to create and configure them using Designer Studio or Portal. First, we explain how to do it in Studio and then how to do it on Portal. Both Configuration s are very similar. Configuring start buttons in Designer Studio To configure a start button, open Designer Studio, choose the application for which you are creating the button and expand t (...)

(...) Test workflows This article uses two workflows to showcase running SQL procedures: UK Jobs Change (used in the Data operations article) and Update UK Jobs Change (configured for this article). The Configuration and operation of these workflows are described below. Data input workflow The following screenshots show a fragment of the modified form containing the fields for entering data into the EMSI_J (...)

(...) eports Creating dictionary lists Buttons in the top menu allow you to work on the current project: Save – save the project. Publish – irreversibly migrate/transfer all Configuration from Designer Desk to Designer Studio. After publishing, you can modify the process only from Designer Studio level. Remove test documents – remove test documents created during the design&n (...)

(...) Fig. 3. Item list at the Display step - grouping by Product and Subscription Status columns To configure grouping, go to Designer Studio -> Applications -> Workflows. First, in the step Configuration , go to the Forms tab and click the tools icon next to the column after which the grouping will be set.   Fig. 4. The form Configuration window of the Payment review step Fig. 5. (...)

(...) ng privileges to view and access the system, and also contains data of the company structure. Its status has to be constantly updated to provide users with uninterrupted access. This is why a correct Configuration of this system element and monitoring the synchronization are critical system tasks. Configuration To configure the list, go to Designer Studio -> System settings -> Global parameters -&g (...)

(...) , etc. Word groups search Cost invoice Returns all instances with words Cost and invoice, including linguistic inflections. In this case depending on the Configuration of „All words” option, results will include instances with all provided words (option checked) or at least one of them (option unchecked). Complete phrase search (...)

(...) ates. For this functionality to be available you must define the source of the data structure of the company. In case it’s missing, an Active Directory domain will work instead.   Configuration in WEBCON BPS Designer Studio In the process Configuration ‘Settings’ tab, select the source of our organizational structure:     In cache Configuration , (...)

(...) environments Adding extra servers, redundancy, etc.   1.2.2.Minimum requirements – “All-in-one installation”   For the simplest and most compact WEBCON BPS Configuration , one may use a single machine with the following software: Windows Server 2012R2 or newer SharePoint Foundation 2013 SQL Server 2012 Express with Advanced Services (Full Search component is (...)

(...) ng_started/index.html#installing-the-server Nginx server installation -> https://community.webcon.com/posts/post/ssl-offloading-vs-webcon-bps-portal/161   Below is the nginx server Configuration (to be published as the nginx code): worker_processes 1; events { worker_connections 1024 ; } http { include mime.types ; default_type application/octet-stream; se (...)

(...) Applies to version: 2021.1.x and above; author: Mateusz Klos   The following Configuration is for Standalone installation. For SharePoint intallation, no WebDav is used - only the SharePoint attachment library.  Installing an add-on from a file Consider a simple process where the user drops a file into the "Attachments" section and then wants to digitally sign it using the Adob (...)

(...) Applies to version: 2021.1.x and above; author: Konrad Wojtycza The article is an update of the already existing article, it shows the Configuration in version 2021.1.1. For the original see: Adding and removing privileges. Introduction In workflow instances, there is often a need for people who do not have active tasks at the indicated steps to have appropriate privileges and be able to e.g. vi (...)

(...) s to the value of one euro. The article also shows how to convert the exchange rate on weekends (the ECB exchange rate table does not return values for weekends). For more information, see: Configuration of automatic currency exchange synchronization Global constants and rules - configure once, use every day – how business rules can be used to download exchange rates   Converting (...)

(...) Applies to version: 2021.1.x and above; author: Dawid Golonka The article is an update of the already existing article, it shows the Configuration in version 2021.1.x. For the original see: Import-Export – Good process design.   Introduction WEBCON BPS has a mechanism that allows you to transfer process definitions between several independent environments. The DEV-TEST-PROD environ (...)

(...) ges given by groups   A SQL query that returns all the applications for which the user or group has privileges: select CSC_APPID   , APP_Name   , lvl. Name from WFConfiguration Securities        join WFApplications on APP_ID = CSC_APPID   join DicConfiguration SecurityLevels as lvl on lvl . TypeID = CSC_LevelID where CSC_USERGUID = (...)