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(...) ted form fields are set in the left panel of the form, while the item lists – on the bottom panel. All newly created fields are invisible in the Field matrix. When the form fields are placed in groups , you can drag all of the group content to other panels simultaneously.   Fig. 3. The Global form template   In the “Form type filter” section, it is possible to (...)

(...) Golonka   Introduction WEBCON BPS Standalone is an installation of the system that operates without SharePoint. Since version 2020.1.3., new functionality that allows you to manage BPS groups and users has been added. This article describes how to create and delete BPS groups .   Configuration The simple workflow has been created that allows you to submit a request for addin (...)

(...) ct of the action is assigned privileges to the indicated workflow.   Summary By using the SharePoint actions, you can quickly and easily automate the process of creating new privileges groups , task assigning and giving access to the selected organization resources stored in libraries and SharePoint lists.

(...) chał Kastelik In WEBCON BPS, your forms can be ergonomic and comfortable to read, no matter how big they are. It is possible thanks to the feature that allows you to organize your form fields into groups and configure how they work and what they look like. Read this article to learn how to create form fields groups , and use them to improve your forms' visuals, enhancing your paperless office. (...)

(...) that some fields won’t be shown on the form unless the user checks a field that makes them visible. Thanks to this feature, you can make your form more readable and easier to use by hiding groups of form fields (or single form fields) that don’t need to be immediately visible. Read this article to learn how to hide a group of form fields based on the value of one of the form fields. (...)

(...) is inheritance? Each workflow has a main form and its compact version. The same is true for every step in the workflow. Now, let us explain how inheritance works here.   The form fields groups ' order is passed from the form fields tree to the main form of the workflow. Because of that, when you open the Global Form Template, you will see that the form fields groups are ordered in the s (...)

(...) overview of the actions we are going to discuss.   Fig.1 List of all available SharePoint actions Using WEBCON BPS Designer Studio and SharePoint, you can also create SharePoint groups , manage their members and add SharePoint privileges. If you want to learn about this, go here: SharePoint Online – privileges (webcon.com)   How to start First, open the WEBCON BP (...)

(...) ccount will be treated the same as Active Directory accounts (i.e., accounts of the organization’s employees). For example, it will be possible to give them tasks (Fig.7) and assign them to BPS groups (Fig.8).   Fig. 7. The task assigned to the Artur Rohacz     Fig. 8. The user was added to the BPS_EXTERNAL group   Granting privileges to the applica (...)

(...) individual users in WEBCON BPS, using a standalone installation (one that operates without SharePoint). These features have been introduced with version 2020.1.3 of the program. You can also use BPS groups to manage users. To read more about it, go here: The "Create/Delete BPS group" action (webcon.com)     Workflow description   In this article, we show user man (...)

(...) Applies to version 2020.1.3; author:  Dawid Golonka In the WEBCON BPS system, the processed instances move from one workflow step to another. Tasks are assigned in these steps, and users or groups of users assigned to these tasks must perform an action. WEBCON BPS has a comprehensive tool that allows you to choose who the task should go to in the next step; it is configured in the ‘Task a (...)

(...) Fig. 27. Dashboard 2   The new version of the WEBCON BPS system enables the simple and transparent creation of the user interface. In this way, you can create an interface for specific groups of people, such as administrators, employees, or a particular group that receives a task at a given step. Thanks to this, everyone can display the data that is most needed for them.

(...) Fig.7 - The Tag field on the form displaying active tags   Now, you can create a report with promotions and group them by tags.   Fig.8 - Creating a report that groups promotions by tags used in them   Fig.9 - Promotion report with promotions grouped by tags used   Link to tags   The next thing we can do in this process (...)

(...) tab: Blue square – visibility of the form field Green square – editability of the form field Red square – requiredness of the form field Remember that the settings of groups and tabs have priority over the settings of form fields, i.e. if only one field was editable in a given section, then the group /tab where it is located must also remain editable.   Starts (...)

(...) Report views allow users to create individual views based on data collected from a data source. Those views are created without administrators’ participation. View configuration includes many groups , which are described later in this article. The first two groups are linked to the views list that was recently added. By default, you have a “Basic” view that includes information ch (...)

(...) Applies to version: 2021.1.x and above; author: Józef Cyran Introduction WEBCON BPS 2021 introduces new functionality of grouping rows of item lists. Now, users can collapse and expand groups and display subtotals when the column has been configured to display totals. This article describes how to configure and use this option on an example of a simple subscription management workflow (...)

(...) configuration is enough to bring up to date even frequently changing data. The synchronization mechanism is additionally integrated with user management actions (“Active Directory” action groups and “SharePoint – privileges”). If such an action is executed, the system will start synchronization for users edited outside the schedule and instantly update the BPS user lis (...)

(...) rns all instances with Invoice phrase including linguistic inflections. It means that results will also include instances with words like invoices, invoiced, etc. Word groups search Cost invoice Returns all instances with words Cost and invoice, including linguistic inflections. In this case depending on the configuration of „All wo (...)

(...)   Fig. 2. The "Add privileges" action configuration window   Then, define the users that should be granted privileges: Always to – by selecting users or groups who will always receive privileges at a given step/path.   Fig. 3. The "Always to" option   Dynamic – by indicating a form field that stores the appropr (...)

(...) ment application based on WEBCON BPS.  In the workflow, one form will display: •    Basic user information that is stored on the BPS users list. •    groups to which the selected user belongs. •    Users who belong to the selected group. •    The user’s or group’s privileges at the application level, (...)

(...) tant is provided in a technical field managed by the acceptor, the system – depending on the environment – will assign the task to an appropriate person. Common features Creating groups of constants Values depend on the environment Changing constant in one place – it is not required to change it everywhere   Summary Global and process constants are commonly (...)