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Applies to version: 2022.1.x and above, author: Krystyna Gawryał An updated article is available [here]   Introduction Microsoft Outlook is one of the basic tools used by office workers. Outlook Classic and Outlook Modern add-ins are responsible for its integration with WEBCON BPS Portal. They allow users to access their tasks, view the contents of selected forms, and use ma

Applies to version: 2022.1.x and above; author: Krystyna Gawryał   Introduction Outlook Classic is an add-in that allows WEBCON BPS to integrate with the Outlook desktop application available as part of Microsoft Office, which is one of the most widely used applications for managing e-mail correspondence in enterprises. Upgrading it with a dedicated WEBCON add-in will allow users to e

This article concerns version 2021 We maintain mainstream support for the last two major versions of WEBCON BPS. Some versions are backed by Extended support. Mainstream support includes functional, performance, scalability, and security updates. Extended support includes only security updates.   End of support (also sometimes known as end of life) indicates that a product

Applies to version: 2022.1.x and above, author: Krystyna Gawryał   Introduction One of the basic implementation assumptions of WEBCON BPS is work on three environments: development (DEV), test (TEST), and production (PROD). As long as certain conditions are met, processes and any changes to them can be successfully transferred between those environments thanks to the built-in applic

(...) t for the purpose of user synchronization configuration in Designer Studio which involves downloading organizational structure in a user-configured manner (“System settings” → “bps user s list” → “Synchronization configuration”). Associated modules: “User synchronization queue”, “User synchronization incremental schedule”, “User (...)

(...) inistrator to individual users before they can begin working in the system. This can be done manually in the Admin panel on Portal or via Designer Studio. This can also be handled by using the Manage bps user licenses action, which means assigning licenses can be expedited to WEBCON BPS application (i.e. some form of Onboarding process).   License Keys In both models, before users may begin (...)

Applies to version: 2022.1.x and above, author: Krystyna Gawryał   Introduction Menu button is a button available in the top bar of a form in WEBCON BPS Portal, used to trigger automations added by the user globally or in a particular workflow step. Choosing this form of triggering automations allows you to maintain a high level of readability of the form – an automation (incl

(...) roup Data table One of the data sources for some of these fields can be Domain users. This article provides a definition and instructions for creating this data source, its comparison with the bps user s data source, and a proposal for practical use based on a prepared business case.   Definition and creation of a data source The Domain users data source allows you to retrieve current (...)

(...) Applies to version: 8.1.x and above, author: Martyna Kubiak   Functionality description With WEBCON bps user s can now create HotMailBoxes. A HotMailBox automatically starts workflows or adds files to them whenever an e-mail message is delivered to an inbox configured in it. A HotMailBox can operate in one of the following modes: • “Start one workflow for each e-mail&rdquo (...)

(...) Applies to version: 8.1.x and above, author: Martyna Kubiak Functionality description With WEBCON bps user s can now create HotMailBoxes. A HotMailBox automatically starts workflows or adds files to them whenever an e-mail message is delivered to an inbox configured in it. A HotMailBox can operate in one of the following modes: “Start one workflow for each e-mail” “Sta (...)

(...) Applies to version: 8.1.x and above, author: Martyna Kubiak   Functionality description With WEBCON bps user s can now create HotMailBoxes. A HotMailBox automatically starts workflows or adds files to them whenever an e-mail message is delivered to an inbox configured in it. A HotMailBox can operate in one of the following modes: “Start one workflow for each e-mail” (...)

Applies to version: 2022.1.x and above; author: Krystyna Gawryał   Introduction The overarching idea of workflow in WEBCON BPS is to exchange written information between system users and perform related tasks, such as reading, updating or modifying data on a form. Documentation in the workflow consists not only of workflow instances and filled out forms, but also files with various

Applies to version: 8.2.x, author: Marcin Wiktor   Item list buttons Apart from managing visibility or editability of individual item list columns in the field matrix, WEBCON BPS allows users to change availability of item list buttons, such as “Add”, “Delete”, etc.   Item list buttons Item list buttons can be configured globally for the whole w

Applies to version: 2020.1.x and above; author: Łukasz Maciaszkiewicz   Introduction WEBCON BPS 2022 offers seven standard language packages a user can easily switch between changing translation of fixed elements of form and WEBCON BPS Portal. Sometimes, changing language package also involves changing the date format, which is especially important for English which in standard WEBC

Applies to version: 2021.1.x and above; author: Agnieszka Burda   Introduction With WEBCON BPS you can use API interface. The article available here: https://community.webcon.com/posts/post/the-invoke-rest-web-service-action/170/ describes the “Invoke REST Web Service” action provided in Designer Studio that allows users to use external services sharing their own API. Th

Applies to version: 2021.1.x and above; author: Konrad Wojtycza   Introduction WEBCON BPS Designer Studio allows users to configure global business and form rules. As global rules, they are available for all applications created in a given environment and thanks to parameters they are universal and may be used in multiple processes.   Global business and form rules can be

Applies to version 2023.1.x and above, authors: Dawid Golonka, Krystyna Gawryał   Introduction BPS groups is a solution that facilitates the assignment of tasks and the management of privileges granted to individual system users. This solution can be used in both standalone and cloud installations. The Export-Import mechanism makes it possible to transfer BPS groups with the applica

(...) Applies to version: 2023.1.x and above; author: Krystyna Gawryał   Introduction BPS groups are local groups of WEBCON bps user s whose data is retrieved from Active Directory (AD), Azure Active Directory (AAD) or whose members are external users. Dividing users into groups makes it much easier to manage their permissions, assign and delegate tasks, and exchange information, for example, in c (...)

Applies to version: 2023 R1 and above; author: Łukasz Maciaszkiewicz   Introduction WEBCON BPS offers many useful functionalities, including HTML templates that allow you to generate PDF or HTML files and send custom e-mails. This article explains how to identify the item list and data table form fields using the GUID identifier in HTML templates used in the “Generate a PDF fi

Applies to version: 2023.1.x and above; author: Krystyna Gawryał   Introduction WEBCON BPS has been expanded to include the so-called Edit mode which allows users to view the configuration of processes and edit them in Portal. This feature is dedicated especially to business users who carry out their daily tasks using ready-made applications/processes, often without being able to vi