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(...) ick Add ‚.       Next, the Connection parameters window will open in MS Outlook. To create a new profile, complete the Name (profile name) and BPS Portal address field s, and then click Save.       A profile will be created, but it is still necessary to log in to Portal after selecting Show/Hide.       (...)

(...) he entire process in different places of the system, and their impact on the process is general and complex. Examples of such elements include data sources, global constants, global rules, and global field s.   Fig. 1. “VAT” global constant used in the cost invoice process     Exporting and importing changed global elements If the user intends to export a (...)

(...) ation with the service for the purpose of on-demand operations is technically possible.   Failover The “Services of which roles will be taken over during failover procedure” field in the service configuration window allows you to configure the services associated with the current service through the failover mechanism. If a service assigned a specific role fails or is disabled (...)

(...) ons that use the subscription licensing model. Its configuration is self-explanatory, choose the License type and the User Identifier. For example, we can store the BPS ID in a technical form field after adding the user to the AD, then pass it forward to this action as a variable. If it is a Single-Solution Access License, we also need to specify the process to which the license is assigned (...)

(...) 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 field s that store information about a person are: Choice field Data row Person or group Data table One of the data sources for some of these field s can be Domain users. This article provid (...)

(...) ailBox” button appears in the upper bar – click it to start configuring new HotMailBox. Fig. 2. Creating new HotMailBox   The “General” tab There are five field s to fill out in the “General” tab of a new HotMailBox: “Hotmailbox” – enter the HotMailBox name here, as well as the server used for its operation. Filling out the (...)

(...) ailBox” button appears in the upper bar – click it to start configuring new HotMailBox. Fig. 2. Creating new HotMailBox   The “General” tab There are five field s to fill out in the “General” tab of a new HotMailBox: 1. “Hotmailbox” – enter the HotMailBox name here, as well as the server used for its operation. Filling out the (...)

(...) below Fig. 1. The “Agreement” workflow diagram   Registration – an initial step in an “Agreement” workflow. A registrant fills out all the required field s and uses the “Register” path to move to the step where an agreement file is generated with the data they entered in the form field s. Generating an agreement – a step containing t (...)

(...) triggered by events related to attachments in workflow instances.   Presentation and grouping of attachments The primary tool that can be used to define the appearance of the attachment field on a form is Global form template, and specifically its Attachments section. After clicking on this section, additional form properties are displayed, including Attachments Sorting Order and Related (...)

(...) 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 workfl (...)

(...) ot visible, and click the “Edit” button located in the upper bar or double-click it.   The “Language pack” window is displayed. Check the “Visible” field .   You will notice the change is reflected in the language pack table by the marked checkbox in the “Visible” column in the selected language row (en-GB). Note that the (...)

(...) dquo;Invoke REST Web Service” action is added to the upper bar.       First change involves adding the option “JSON - grid” to the “Body type” field (the “Invoke REST Web Service” action → the vertical ellipsis button → “Configuration” → the “Request body” tab → “Body type”) for (...)

(...) le with a conditional clause The rule is used to check an attachment is added on a particular step. An SQL query used in the rule After entering the global business rule, insert a form field that includes the parameter value in the rule configuration. In the presented example the “Step entry date” form field is populated with the date of entering the “Business owner ve (...)

(...) his 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 processes. 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 the Sender field is left e (...)

(...) ers many useful functionalities, including HTML templates that allow you to generate PDF or HTML files and send custom e-mails. This article explains how to identify the item list and data table form field s using the GUID identifier in HTML templates used in the “Generate a PDF file”, “Generate an HTML printout”, and “Send a custom e-mail” actions.   GUID (...)

(...) tage, the technical team implements the user's concepts, i.e. prepares the application for production deployment. In other words, developers extend the project by configuring actions, rules, form field visibility and requiredness settings, as well as default values and data sources for it, so as to turn it into a fully working application.   Fig. 3. Configuration of "Check if th (...)

(...) uman and time input for each task in the company.   Indicators in time As previously mentioned, the new feature facilitates independent analysis and evaluation of key information in the field of implemented business processes. However, the user can additionally see how the figures for working with workflow instances are shaping up over the periods defined by them. For the purpose of su (...)

(...) n Designer Studio. To use the aforementioned functionality in a selected process, check the Enable instance and task sharing button in the “Sharing” section. Once it is checked, other field s placed in the section become editable, i.e. Privileges level and Default sharing expiration time (in days). The “Privileges level” option contains a drop-down list that allows you to spe (...)

(...) of the group members and included in the My Tasks list. Using this list, a user can open such a task. Additionally, the information on assigning a task to a group is displayed in the Assigned to field in the user information panel. If user who is logged in Portal belongs to the group assigned with a task, the group’s name is put in bold. The “My Tasks” list (in the red fr (...)

(...) A new option “Change Requests” in Designer Studio   The actual appearance of change request configuration window depends on the option selected in the Change requests handling field (the “Availability” section). The field provides a drop-down list with three options to choose from:   Active – standard handling The option enables the functiona (...)