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(...) ion editor of the validation rule and click Test. The Expression preview window will be displayed, which will return a value determined by checking the condition based on the value from the indicated process instance. To test the rule, enter the appropriate workflow instance ID.   Fig. 7. The expression editor of the rule   Validations can check not only numerical values, bu (...)

(...) fer or copy privileges from one user to another. This function can be used at the moment of changes in the structure of the organization or when delegating responsibilities to a new person in a given process .   Configuration Every user who has privileges to run WEBCON BPS Designer Studio can open the administration tool. From the Tasks tab select the Administration tool option -> Permiss (...)

(...) o add them to the group. Then, inside the group, you can order form fields by dragging and dropping them into their desired position. Please note that you can't move form fields outside of the process in which they were created. Fig. 2 Defined groups of form fields After naming a group, you can configure it by pressing the Advanced configuration button in the bottom right corner. (...)

(...) to customize them.   Fig.1 Compact form in the preview window   What is a form? On the WEBCON BPS platform, a form is a representation of one of the workflows in the process at a given step of the workflow. A form is made up of its configuration, the form fields displayed on it, and their settings. The form fields are organized in order and position (top, left, right, bo (...)

(...) his:   Fig.6 Example of downloaded HTML template with database field names   The list of fields can also be found in WEBCON BPS Designer Studio. To access it, expand the process tree in the application, and press "Form fields." Please note that this view will not display system form fields.   Fig.7 Preview of the database fields in Designer Studio (...)

(...) bar. This button can be used to launch a specific WEBCON BPS workflow, which can be a sub workflow of the current Workflow. It can also link to other relevant information, e.g., documentation for the process or guidelines that should be taken into consideration before submitting the form. Workflow automation becomes easy when you use it. The button can be available on all steps of the Workflow or just (...)

(...) will appear as in the screenshot above.   Creating a SharePoint site with an action After creating the connection to SharePoint, we can start the action configuration. In the described process , we will define action on entry to the step "Investment in progress". It will create a new SharePoint site.   Fig. 2 process schema   To do it, we will go to t (...)

(...) imported data is not validated for the detection of duplicate rows, and the data format is xlsx (not xls).   Summary Data import to the item list form field allows you to speed up the process of entering multiple data. The properly prepared data files from other systems allow you to store information in one application form.

(...) Applies to version 2020.1.3; author: Michał Kastelik The article is an update of an already existing article; for the original see: HotFolder - adding scanned files to process .   Introduction One of the WEBCON BPS basic features is pairing scanned documents with their electronic version (based on barcodes) and starting new workflows for files added to the configured folder &ndas (...)

(...) corner, and select the icon named "Export application." Fig. 1 Designer Studio menu: the icons for importing and exporting applications.   Another way to start the export process is to select the application you want to export and use the keyboard shortcut CTRL + E. You can also right-click on the application and choose "Export." Fig. 2 Application export vis (...)

(...) Applies to version 2020.1.3; author: Michał Kastelik   Introduction It may be necessary to grant access to WEBCON BPS Portal and its process es to users from outside the organization. Such a user will most often not have an account in the organizational Active Directory (or in another user database). Examples of such situations are: process es of negotiating contracts with contra (...)

(...) n introduces the mechanism of diagnostics and recording the form's behavior and other elements of the WEBCON BPS Portal. Thanks to this, finding the cause of an error or incompatibility in a process operation is faster and easier. Any user can record a session and forward it to the administrator. System Administrators and Application Administrators have full access to recorded sessions, which al (...)

(...) , you must provide input values that will be combined into one string. By default, these values are combined without spaces, so in the presented configuration, each Text form field was separated by a process constant containing a space. CONCAT[[Text][ Text][Text][Text]]   Fig. 2. Sample configuration of the CONCAT form rule The CONCAT function can work dynamically on the form (...)

(...) Applies to version 2020.1.3; author:  Dawid Golonka In the WEBCON BPS system, the process ed instances move from one workflow step to another. Tasks are assigned in these steps, and users or groups of users assigned to these tasks must perform an action. WEBCON BPS has a comprehensive tool that allows you to choose who the task should go to in the next step; it is configured in the ‘Task as (...)

(...) ng the field value. Thanks to this, you do not have to manually place the cursor in the field. This article presents the operation of this function based on a business scenario – accounting process . Below you can see the form at the cost invoice registration step. The edit cursor is automatically set in the “Invoice number” field.   Fig. 1. The Accounting process for (...)

Applies to version: 2021.1.x and above; author: Paweł Fijał Introduction In WEBCON BPS, it is possible to change users' synchronization from an already 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' synchron

(...) tem settings.    Basic information Task delegation substitutions can be defined by users: Globally – the Substitute can perform the tasks of the Replaced person in all process es subject to substitution (All in the In application section), Per process – substitution can be defined for a specific process (Selected in the In application section). It is possi (...)

(...) Applies to version: 2020 and 2021.1; author: Krzysztof Gaszczyk Start buttons start a process 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 configurations are very similar. Configuring start buttons in Designer Studio To configure a start button, o (...)

(...) and to edit them without the need to know the SQL language. However, please note that this edition is limited by the action configuration. Due to the abovementioned possibilities, the access to the process es using the "Run an SQL procedure" action should be limited, as this action allows interference with the data stored in the database. The use of this action with API provided by WEBCON BPS (...)

(...) Applies to version: 2021.1.x and above; author: Marek Suchowiejko Introduction Most applications supporting business process automation are created in IT departments. The key to success is the effective communication of requirements and expectations – the quality of the completed system depends on how well its specifications were communicated between the intended audience and designer.. (...)