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(...) on the scale of your system: Minimal installation – for test, demo and small (up to 10 end users) production environments Recommended installation – for production environments AD ding extra servers, redundancy, etc.   1.2.2.Minimum requirements – “All-in-one installation”   For the simplest and most compact WEBCON BPS configuration, on (...)

(...) sm and tokens refresh. Using the WEBCON BPS Portal application view facilitates logging in the mobile application, and you can authenticate yourself by using all active login providers (including AD FS, AAD , Webcon BPS Auth) and it is similar to a standard browser. After selecting a provider, a user is redirected to the login page, from where, after entering the correct credentials, they will (...)

(...) page   With no results, you have the ability of displaying all results – click on the “Show more results” field at the bottom of the suggested results. A new window with AD ditional filtering options (on the left) that allow you to narrow down the searched elements will appear on the screen.   Fig. 3. Displaying all resulted for the searched phrase &nb (...)

(...) quo;s name Type of leave Start date After changing the fields configuration in the “Compact view” tab in WEBCON BPS Designer Studio, the view of the current tasks view in Outlook AD d-In is also changed:   Fig. 5. User's tasks in Outlook AD d-I   You can also change the fields in the Portal search – on the list of instances preview.   (...)

(...) ON BPS Portal user interface content and contains more information about language configuration in WEBCON BPS Designer Studio: System language setting Mass notification language setting (AD ded in BPS 2020.1.3) Application language setting Notification language setting for new users (AD ded in BPS 2020.1.3)   System language You can set the system language in WEBC (...)

(...) st in applications they don’t normally use.   Tooltips It is very important to use tooltips which are displayed when the user hovers the mouse pointer over a chosen form field. To AD d a description of the field, go to its configuration and choose the “Description” field. For more information about tooltips, see Tooltips on the modern form.     (...)

(...) Applies to version 2019.1; author: AD rian Baszak   Introduction Task and step descriptions are brief instructions on a form that help users complete a task. Descriptions can improve the workflow instance by reducing the number of errors and questions. They can contain basic information which helps a new user get started with the application, and also may explain the more complex dep (...)

(...) Applies to version 2019.1; author: KonrAD Wojtycza   Introduction From the point of view of business requirements, a common need is the approval of the document by people on the designated approval path. WEBCON BPS introduces functionality that simplifies the configuration of your approval workflow – a list of items. A person authorized to approve can edit only the line t (...)

(...) down” item list:   Fig. 5. The red icon of the tools to signa that the configuration has been overwritten   By clicking on the tools icon, a configuration panel of the AD vanced settings will open (Fig. 6).   Fig. 6. AD vanced settings for the item list   In the “General” tab you can overwrite the following settings: Visibilit (...)

(...) urs when the statistics will be updated (it is recommended to set the update outside of working hours).   Fig. 2. The Schedules configuration   After saving the settings, loAD the configuration. Go to the in the service configuration and click the “LoAD configuration” button.   Fig. 3. LoAD configuration   Workflow configuration Th (...)

(...) orm   Mass acceptation Let’s create a report with instances from the Acceptation step.   Fig. 3. The report configuration - source   In the Columns tab, AD d the [System] “Step” column:   Fig. 4. The report configuration - columns   1 – Mass actions tab 2 – AD ding a new mass action button 3 – (...)

(...) several PDFs into one Generating Excel based on the SQL query Creating/deleting SharePoint groups based on the query Changing the form type Settlement of business trips   To uploAD a plugin package to Designer Studio: 1. Go to Plugin packages section 2. Click New package 3. Use UploAD button 4. The name is automatically set   Fig. 1. AD ding (...)

(...) that uniquely identifies each workflow instance, and it is created when the instance is first saved. This number will always refer to the same instance and there is no option to change them, even by AD ministrators.  A properly configured structure of the instance number facilitates searching for instances (without knowing their ID number) and viewing reports. This article describes the (...)

(...) ed on a template that inserts data from the system (e.g. data from the workflow instance that caused the file to be created) and also convert them to PDF (if necessary). To do this, you need our Word AD d-in to be downloAD ed from WEBCON BPS Portal.  For more information about Word AD d-in see: WEBCON BPS AD d-in for MS Word.      The next step is to connect this (...)

(...) Applies to version 2019.1; author: KonrAD Wojtycza   Introduction The article describes the use of “Change value single field” and “Change values of multiple fields” actions on the example of the business scenario of the settlement of business trips. These actions allow you to update the value of the single form field or many form fields at the same time (...)

(...) Applies to version 2019.1; author: KonrAD Wojtycza   Introduction AD ding a button to the form The “Registration of purchase order” workflow AD ding the form rule triggered on a button “MoveToNextStep” form rule invoke “InvokeMenuAction” form rule invoke “InvokeRule” form rule invoke “Startelement/OpenElement” f (...)

(...) rsions of documents and replacing standard signatures with their digital version. This article describes the new Handwritten signature form field (available from version 2019.1.4.) that allows you to AD d your handwritten signature directly on the form.   Description The Handwritten signature form field is available for the Modern form in both standard web browsers and browsers with An (...)

(...) Applies to version 2019.1; author: KonrAD Wojtycza   The “Suggested” report allows you to quickly find the searched instance based on its current status and form field describing it. It displays all instances that have been updated or created in the last year that the user (currently vieving the portal) has access to.  Fig. 1 presents the “Suggested” rep (...)

(...) on 2023, translations are available from the WEBCON BPS Portal interface and WEBCON BPS Translation Tool can be used for older versions only. With the ‘as is’ license, WEBCON AD ditionally provides an external tool, which exports all translatable phrases from a process to an Excel spreAD sheet. This spreAD sheet contains AD ditional columns, named after the languages defined in (...)

(...) the country value Country code (text) – automatically filled in the country code Is Poland (checkbox) – automatically filled in the true or false value   Fig. 1. The AD vanced configuration of the Picker field   In the “Country” field select that the “Description” column will fill in the “Country code” field. Then, when (...)