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(...) ger exist under the given name.   How to get WEBCON data into Power BI? The two connectors that facilitate the integration can be found on our GitHub. Each connector represents a context for obtaining data: User or Application In this article, we will go over the latter method in detail. The list of steps to achieve this is as follows: Download the connectors and place them (...)

Applies to version: 2022.1.x and above; author: Łukasz Maciaszkiewicz   Introduction The logic behind the execution of actions and the exact moment of their execution are often matters neglected by workflow designers. This often leads to misunderstanding of mechanisms controlling the execution of actions and misconceptions.  To fill this gap, this article discusses the logi

Applies to version: 2025 R1 and above, author: Krystyna Gawryał   Related documentation A detailed description of the functionalities mentioned herein and their configuration can be found in the following sections of the WEBCON BPS Help: History | WEBCON BPS Form fields | WEBCON BPS   Introduction Instance history is an area where the user can check what

(...) y in the archive view.    The comparison of instance view before and after archiving. The items captured within the frame: (1) “Person or group”, “Single line of text ”, and “Floating-point number” form fields; (2) “Data table” form field including dynamic content.   Configuration Database Depending on the selecte (...)

(...) g the add-in To use the add-in, open the received message in the e-mail application and click the WEBCON BPS icon.       One of the options available here is Show context item form – when selected, it displays a panel on the right side of the screen with a preview of the instance to which the e-mail relates.       On the other hand (...)

(...) After selecting a task, it is possible to view the content of the form, its attachments, as well as detailed information about the task. Additionally, the add-in can be used to create an e-mail context ually linked to an instance as part of which the user is assigned a task in the system. Such a link can be created by right-clicking on a specific task and selecting New e-mail from the context menu. (...)

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

(...) uo;.   OCR AI Recognition of information contained in delivered documents in order to transfer it to WEBCON BPS form. With the OCR engine, the system transforms scanned images into text , then recognizes specific headline data using neural network. Associated modules: “OCR AI – text layer”, “OCR AI – Recognition”, “OCR AI – Learning& (...)

(...) WEBCON BPS Barcode Framework – allows barcodes to be found and read on automatically registered documents. WEBCON BPS OCR Framework – allows OCR to be used to create a so-called “text layer” on PDF files. WEBCON BPS AI Framework – allows data to be automatically read from scanned documents, and identify anomalies in registered instances. WEBCON BPS Advanced Analyti (...)

Applies to version: 2022.1.x and above; author: Krystyna Gawryał   If you want to quickly check in WEBCON Designer Studio the configuration of the workflow instance you are working with in Portal, the keyboard shortcut Ctrl+G may be helpful. When you press it, the following window is displayed: In this window, enter the URL of the workflow instance whose configuration you want t

(...) otification to author Send notification to assigned person To create a new group of buttons, select Menu button in the Actions list section, right-click on it, and choose Add group from the context menu. Provide a preferred name for the new group and then drag the previously created buttons with automations to it. This order can be reversed: first create button groups, and then add new b (...)

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 ab

(...) to the workflow. Define how the names of those files are to be formatted in the “Template for created attachment name” field. Possible variants for a name template can be viewed in the context -sensitive help. Fig. 4. Context -sensitive help for the “Template for created attachment name” field    All files attached to an e-mail are added to the incoming c (...)

(...) to the workflow. Define how the names of those files are to be formatted in the “Template for created attachment name” field. Possible variants for a name template can be viewed in the context -sensitive help. Fig. 4. Context -sensitive help for the “Template for created attachment name” field   In this example, a new cost invoice workflow is started only for .p (...)

(...) to the workflow. Define how the names of those files are to be formatted in the “Template for created attachment name” field. Possible variants for a name template can be viewed in the context -sensitive help. Fig. 4. Context -sensitive help for the “Template for created attachment name” field   In the described case, only the .pdf files containing signed agre (...)

(...) al   The Attachments section of WEBCON BPS Portal also has the E-MAIL CONVERSATIONS tab. This is an area of Portal where all messages sent via the Outlook Classic add-in, related to the context of the current workflow instance, are saved as attachments.   Fig. 8. E-MAIL CONVERSATIONS tab in the Attachments section   You can hide this tab by unchecking the box next (...)

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

(...) s HotMailBoxes MailApproval   Each of these features can be configured to use Server type: Exchange Online - Microsoft Graph which allows them to work (as the name implies) in the context of Exchange Online via Microsoft Graph.   Application creation in Microsoft Azure Each feature requires an application registered in Microsoft Azure, that will be used to facilitate com (...)

(...) m mapping values onto the item list, it is necessary to map values onto different form fields, add two technical columns: “_Date” (date and time) and “_Number” (single line of text ). Those were also added in value mapping settings in the action configuration. Mapping values onto item list technical columns   The method described allows system to save date and (...)