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(...) t will help you to add configuration components, such as: Form field Step Transition path Report BPS group Action – general Action – form validation Action – e-mail notification Hardcopy template Privileges  Glossary of basic terms Below you can find a collection of basic terms used for describing WEBCON BPS environment. Tab. 1 Glossary of (...)

(...) art a subworkflow action, the Marketing request subworkflow will be started for each row of the Clients item list.   Marketing request workflow – the subworkflow is used to send a custom e-mail with an offer to clients in the Clients’s item list.   Marketing offer workflow   Fig. 5. Marketing offer workflow   Marketing request subworkflow (...)

(...) platform provides various options to handle processed document, i.a.: creation of document in the system uploading file containing document for signature checking document status sending e-mail with link for document signature two-stage validation with SMS service With the above options you can establish the following communication:   Figure 1. Workflow diagram The (...)

(...) The file prepared as shown above should be saved as a .BPSX file (i.e.: Profile.BPSX) and then sent to the appropriate user. The easiest way to deliver the file is to send it as an e-mail attachment. After receiving the e-mail the user has to save the attachment.   Launch the saved file by clicking on it in the download notification window.   The WEBCON B (...)

(...) Single line of text Multiple lines of text Floating-point number Calculated floating-point number Hyperlink Data row Calculated text value Local attachments Related attachments e-mail Choice columns, including: Choice field Choice field (picker) Autocomplete Choice field (tree) Date and time Yes / No choice   The configuration of the Item list col (...)

(...) n add-ins are responsible for its integration with WEBCON BPS Portal. They allow users to access their tasks, view the contents of selected forms, and use many other Portal features from within their e-mail correspondence, without having to close the e-mail application. This article describes the method of installing Outlook Modern in Microsoft 365 Outlook web application and presents the add-in' (...)

(...) ook Classic is an add-in that allows WEBCON BPS to integrate with the Outlook desktop application available as part of Microsoft Office, which is one of the most widely used applications for managing e-mail correspondence in enterprises. Upgrading it with a dedicated WEBCON add-in will allow users to efficiently handle tasks and processes from within the e-mail application itself, especially when workin (...)

(...) Associated modules: “Barcode printer”.   Notifications – various operations related to delivering messages or notifications. The service sends, among other things, queued e-mail messages, i.e. the ones added to a queue by the “Send a custom e-mail ” action, or mass notifications in the form of e-mail messages containing a summary of the number of active tasks (dir (...)

(...) the company. These processes expedite various admin duties that must be carried out each time a new person joins the company. Things such as adding to the AD, sharing resources, sending a welcome e-mail , materials, agreements, and assigning privileges and licenses within WEBCON. Example of a generic onboarding workflow.   Various actions scattered throughout the workflow will succe (...)

(...) the given example, the automations will be divided into the following groups: Generating documents Generate Excel Generate Word Convert Word to PDF Sending notifications via e-mail Send notification to superior Send notification to author Send notification to assigned person To create a new group of buttons, select Menu button in the Actions list section, right (...)

(...) fields in the Target field column will cause the corresponding controls on the form to be automatically filled in with the user's data from AD. In the example discussed here, these will be “e-mail address” and “Position”.   The form in the “Webinar registration” start step looks as follows:   According to the figure above, only the &l (...)

(...) and above, author: Martyna Kubiak Functionality description With WEBCON BPS users can now create HotMailBoxes. A HotMailBox automatically starts workflows or adds files to them whenever an e-mail message is delivered to an inbox configured in it. A HotMailBox can operate in one of the following modes: “Start one workflow for each e-mail ” “Start one workflow for each (...)

(...) author: Martyna Kubiak   Functionality description With WEBCON BPS users can now create HotMailBoxes. A HotMailBox automatically starts workflows or adds files to them whenever an e-mail message is delivered to an inbox configured in it. A HotMailBox can operate in one of the following modes: “Start one workflow for each e-mail ” “Start one workflow for each (...)

(...) reation date or file name.   Fig. 7. View of the “Excel files” attachment folder in WEBCON BPS Portal   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.   (...)

(...) Introduction This article aims to compile a list of minimum permissions for Microsoft Graph applications that will be used for handling four mailbox-related features available in WEBCON BPS. e-mail notifications Administrative notifications HotMailBoxes MailApproval   Each of these features can be configured to use Server type: Exchange Online - Microsoft Graph which allows t (...)

(...) above; author: Łukasz Maciaszkiewicz   Introduction WEBCON BPS offers many useful functionalities, including HTML templates that allow you to generate PDF or HTML files and send custom e-mail s. This article explains how to identify the item list and data table form fields using the GUID identifier in HTML templates used in the “Generate a PDF file”, “Generate an HTML pri (...)

(...) e The action allows you to share a selected BPS workflow instance in the read-only or edition mode. User can specify a person or persons an instance is to be shared with by entering at least one e-mail address in the Instance shared with (email addresses) field in the action configuration window (they can also use business rule to define a list of e-mail addresses). For each specified e-mail addres (...)

(...) to a group is considered executed when completed by any group member. In both cases (assigning tasks to a group and assigning tasks directly to group members) it is possible to enable the sending e-mail notifications functionality to inform a group member about receiving a task. To do that, check the Send standard e-mail checkbox available under the “Task creation” tab (step edition &rar (...)

(...) uo;Interval (seconds)”). The “Interval (seconds)” option allows you to define the interval for service.   The interval applies to the below modules: Sending e-mail s Folder monitoring: import of scanned files e-mail /MailApproval inbox monitoring A special case is updating active task counters – this module has its own unconfigurable 30-minute inte (...)

(...) sage template, as well as the specification of Direct, CC, and BCC Recipients of the notification.   Detailed information on the Send a custom email action is available in the article: e-mail s and templates in WEBCON BPS. The language in which the designated Recipients will receive the notification is determined by the Mail language setting in the dedicated tab of the action configurat (...)