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(...) he Excel file.   Fig. 4. The configuration of the data import   In the “Format” column, define whether the downloaded value will be treated as ID or name. The avAI lable options: Default – value formatting by default (item list column type) ID – column/header is treated as ID Name – column/header is treated as the displayed name (...)

(...) 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 pAI ring scanned documents with their electronic version (based on barcodes) and starting new workflows for files added to the configured folder – HotFolder. This article describes how to configure (...)

(...) Applies to version 2020.1.3; author: Mateusz Syrek ADFS is one of the authentication providers that can be used with WEBCON BPS Portal. This article explAI ns how you can customize your login page when you use ADFS.  Before you can customize your login page, you need to have your WEBCON PORTAL registered in ADFS. For instructions on how to do it, please refer to this article Integration of W (...)

(...) e sources from the imported file. It will happen for all sources that have a checked box next to them. To prevent overwriting a source, uncheck the box next to it. If you do so, the source will remAI n unchanged. After making changes in this window (if any), press "Next." Fig. 12 Application import: data sources   The next screen will show a list of all planned chang (...)

(...) on link   After selecting the “Additional navigation link” option, define the display name, and enter the page address in the URL field. Save the configuration and refresh the mAI n page – the new navigation element will be displayed in the lower left corner of the WEBCON BPS Portal sidebar.   Fig. 2. The navigation link visible on the Portal   (...)

(...) them access to the required application(s) and process(es). In the case of WEBCON BPS Cloud, the administration panel is also used to manage user licenses.   Business case To explAI n how to use the BPS users list, we have created a simple “Purchase order” workflow.  At the “Purchase order approval” step, it is necessary to consult the order with a pe (...)

(...) p; Under the "Visibility" field in the button configuration screen, you can check "Hide in the navigation menu." If you do so, the start button will be hidden on the mAI n page of the application. It will also not be avAI lable in the Portal's search engine.  Fig. 2. Button configuration screen.   The "Hide in navigation menu&qu (...)

(...) Applies to version 2021.1.1; author: Michał Kastelik   This article presents the functionality of Favorites avAI lable in WEBCON BPS 2020 and the new better way of displaying these elements in version 2021.    What are Favorites?    As in web browsers, the WEBCON BPS platform has a list of elements that can be quick (...)

(...) f WEBCON BPS 2021 has brought some changes in Portal's appearance. This article describes the most important differences compared to the 2020 version.   The new appearance of the mAI n page On the mAI n page of the platform, the Favorites elements (applications, reports, etc.) are displayed as tiles, similar to the "Frequently used applications" section. Thanks to this (...)

(...) ated in the user menu by selecting the "Show diagnostics" option. All WEBCON BPS Portal users have access to it. Fig. 1 Enabling diagnostics   There is an icon in the mAI n menu that indicates when the Diagnostic mode is working. See it below on the screenshot.  Fig. 2 The icon showing the diagnostics are enabled   Once you enable the diagnos (...)

(...) fields included in the "Personal data" group, you must manually enter the data needed to create an account. The fields that must be completed are: BPS ID (user ID), Full name, E-mAI l.   The other fields are optional; you can set up a BPS account without filling them in. The Approver is selected using a form field of the "Person or group" type (in the &ldqu (...)

(...) 1. This article presents the configuration and operation of the functions mentioned above on the form created for this purpose.   Configuration of the CONCAT function To explAI n how to use the CONCAT function, we have created four text form fields on the form. The content of the Text 1,2,3 form fields is combined using the CONCAT function and displayed in the Concat(Text 1, (...)

(...) rm field in it. Now, the form can be sent to the supervisor of the person who registers it. Please note that here you should use the name of your form field in which you store information about avAI lable approvers. Its name may be different than the “Approver.” Fig. 8 Selecting the form field to save eligible approvers Now, we should check if our configuration is workin (...)

(...) sed to build a personalized application page in WEBCON BPS Portal. The ability to create your dashboards by using 10 widgets has been introduced in WEBCON BPS 2019. In version 2020, the list of avAI lable widgets was enlarged and grouped by sections to make it easier to find them. Also, from this version, you can replace the applications' system mAI n pages with your dashboards. This articl (...)

(...) n the “Invoice number” field.   Fig. 1. The Accounting process form   When an accounting document is processed by the OCR module, some of the form fields may remAI n 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 &ldq (...)

(...) onsists of only 3 steps - registration, modification, and final step.  The tags specified in it can be used in other processes, e.g., to tag individual promotions when planning a promotional campAI gn or to create a report where you group promotions by tags used in them. You can also search for workflow instances using tags and find them faster.   In this article, we will show you: 1) (...)

(...) Applies to version: 2020.1.x and 2021.1.x; author: Dawid Golonka   Introduction This article explAI ns how to enable the analysis functionality in WEBCON BPS Designer Studio 2020. When you edit a step in Designer Studio, you can open the "Analysis" tab to see how long the instances were staying at a given step and how much time was spent editing them. Thanks to this, yo (...)

(...) Applies to version: 2021.1.x and above; author: Michał Bednarz From version 2021, you can authenticate in WEBCON BPS with any provider using the OpenID Connect standard. In this article, we explAI n how to configure it using Google authentication as an example. Please note that the configuration is identical when you use another provider.  It is necessary to register the application on (...)

(...) h other's competencies, set goals for the next year, and analyze achievements and goals for the previous year.  List of behaviors Let’s create an auxiliary workflow that will contAI n a list of criteria according to which employees in a given company will be assessed. Below there is a sample list of behaviors for an employee: Fig. 1 - Sample behaviors and attitudes To c (...)

(...) uo; and in the “Credentials” tab, check if the source was correctly set to Azure Active Directory. In the “Advanced” tab, start users synchronization by selecting one of the avAI lable options. If you do not start the synchronization manually, it will be performed according to the set schedule.   In the synchronization history, you can check if synchron (...)