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(...) ay. A simple four-stage workflow is defined. It begins with a start step where the schedule is drafted and then transits to an intermediary step where it is either accepted or rejected. The process workflow for credit installment schedule   Apart from picker form fields and a number of floating-point number fields, the form includes an item list with an installment payment schedule w (...)

(...) ppropriate permissions will be able to edit such MS Office files (Word, Excel) in Microsoft 365 both in a desktop browser and from mobile devices. In addition, files placed on OneDrive as part of the process will be available for editing by multiple users at the same time, and any changes they make will be visible to others in real time.   The present article describes this new feature on the (...)

(...) ower BI queries. There is also the issue of the nature of WEBCON BPS data – it is dynamic. Not only can the data on forms be constantly edited by users, but also the definition of WEBCON BPS process es can change. Specifically, after changing the process or form field names, it will be necessary to reload the data in Power BI. Otherwise, the Power BI reports will attempt to reference process es an (...)

(...) associated form fields as described above.   Other users Users who are not involved in the task in any way, and who have not been given privileges to view or edit instances in the process , will not see their History either.   Summary Instance history is an important area of WEBCON BPS Portal, especially for users working in admin mode. Depending on the system settings an (...)

(...) olumes combined with shrinking disk space and decreased performance pose a challenge to every IT system. WEBCON BPS faces it with an extensive archiving mechanism that automatically removes data from process databases. The resulting better arrangement of disk space translates into enhanced performance and reliability of the whole system. This article describes the aforementioned archiving mechanism in (...)

(...) fice, 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 efficiently handle tasks and process es from within the e-mail application itself, especially when working with external entities. This article describes how to install the Outlook Classic add-in and provides examples of its use. & (...)

(...) ; Why would you want to update WEBCON BPS to the newest version? Access to the newest features – we continuously develop our product, adding more features that make it easier to create process es and increasing the usefulness and ergonomics of the platform for business users. Bug fixes and security fixes – we strive to identify any weaknesses in the system or libraries used by the p (...)

(...) This article describes the roles the services can perform in the WEBCON BPS system, and indicates modules linked with particular roles and presented in the “Running modules” report. process databases process databases are content databases that store instances of the process es created in the WEBCON BPS system. The majority of the service roles operate within the framework of such dat (...)

(...) 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 using the system, a “License package” must be downloaded. The system administrator may download it from WEBCON BPS se (...)

(...) ss it, the following window is displayed: In this window, enter the URL of the workflow instance whose configuration you want to view. Then select one of two available buttons: Go to the process configuration After pressing this button, you will automatically be taken to the configuration window of the process with which the instance is associated.   Go to the step con (...)

(...) Comment field is that you can use many such form fields on the form, e.g. when collecting opinions from individual departments or teams. In turn, the Comment field can be used in another step of the process . Enter the required information/message in the form field. After going through the path or clicking Save on the top bar of the Portal window, the content of the entered information/message is save (...)

(...) Applies to version: 2022.1.x and above, author: Krystyna Gawryał   Introduction Users who participate in a business process take on specific roles: there are those responsible for creating documentation, registrants, acceptants, and employees who carry out tasks assigned to them or who are otherwise affected by the process . In WEBCON BPS, the form fields that store information about a p (...)

(...) elements based on e-mail content”.   Example – “Start one workflow for each e-mail” Company X has an incoming correspondence workflow in an administrative office process . For each e-mail message delivered to a mailbox (to a relevant folder) an incoming correspondence workflow is started. The workflow form is filled out with data on title, sender, and e-mail content a (...)

(...) 3. “Folder settings (exchange)” – here, you can specify the mailbox folder from which the system downloads messages (“Source directory”) and to which it moves e-mails process ed successfully (“Archive directory”) and unsuccessfully (“Error directory”). These folders must be created beforehand in the mailbox, and selected from the selection tree that (...)

(...) “Folder settings (exchange)” – here, you can specify the mailbox folder from which the system downloads messages (“Source directory”) and to which it moves e-mails process ed successfully (“Archive directory”) and unsuccessfully (“Error directory”). These folders must be created beforehand in the mailbox, and selected from the selection tree that (...)

(...) le” button. 11   Once you select and check required options, close the “Advanced configuration” window and click the “Save & publish process ” button in the upper bar of configuration window of the item list form field. The “Save & publish process ” button   The location of item list buttons and eleme (...)

(...) Sending E-mail notifications Mail.Send Sending Administrative Notifications Mail.Send (for custom outbox settings) process ing e-mails with HotMailBoxes Mail.ReadWrite Sending and receiving MailApproval messages Mail.ReadWrite (for custom inbox parameters) Mail.Send (...)

(...) nfigure 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 process es.   Global business and form rules can be configured by choosing “Business rules” or “Form rules” items from the left selection tree in the “System settings& (...)

(...) as"   With this now enabled, it will now be possible to use a sender address different than the default one in the configuration of Actions, Action templates, and E-mail templates for process es. The Sender field in these configurations will accept an E-mail addresses or Distribution groups with “Send as” privileges, and in the following format: tom.green@webcon.com If (...)

(...) Board" was created, which has one Owner and three Members.   Fig. 1. Example of a BPS group   This group was used in the configuration of the "Internal audit" process intended to register information for internal audit – it was used to grant privileges. The "Internal audit" process is part of the "Audits & Controls" application. &n (...)