search results

(...) , the instance goes to the “Archive” step, where the current contracts are located. You can withdraw or restore the contract. Privileges to read contracts are granted to people in defined groups and they depend on the form type. The “Change form type” action will be used at the „Archive” and “Canceled” steps. Configuration of the action To manage pr (...)

(...) he “Picker” tab, one can additionally define the scope of the data originating from the organisational structure that should be available in the choice field; the number of people, domain groups as well as BPS groups can be reduced (Fig.14). By applying the “Sort only within the group” functionality the list of people available can be narrowed down to members of the selected grou (...)

(...) ach and every dashboard can be tailored to the consumers’ needs. Active Directory (AD) A catalogue service for Windows systems that stores information about the users and domain groups . AD Group (domain) A collection of domain users. It can be used for granting privileges or assigning tasks in the process. BPS group A group of users created and manag (...)

(...) 2022.1.x and above; author: Grzegorz Straś Automations are a feature added in WEBCON BPS 2022 to add an additional dimension to our actions mechanism, and to make it easier to configure and manage groups of actions. While the concept of actions types, action triggers, and execution conditions will remain exactly the same, the addition of automations will allow WEBCON BPS to handle scenarios that requ (...)

(...) res that allow you to create WEBCON BPS workflows is the possibility to task assignment. You can assign a task to a specific group, person or business entity. This article presents how to use of user groups when assigning tasks and shows exemplary solutions for task assignment in the multiple business entities environment. More information about task assignment can be found in the following articles (...)

(...) a rule, typing the first characters of the searched item will display a dialog box with matching items that can be used in the rule (Fig. 2). The dialog box list includes, among others, form fields (groups and tab panels), global and process constants, companies, workflows, and form types. The given item can be selected by navigating with the up/down arrows and confirming the selection with the Enter k (...)

(...) atures regarding the chart view in application reports. The list of charts has been complemented by new chart types, and it is now possible to customize the appearance of a chart, add data series, subgroups , present two charts on one view, and many more. This article describes the updated report features and gives a brief overview of the new chart types. The business case used is the company’s (...)

(...)   Example 2): background-color: #3c8398; color: white Output:   Font size In WEBCON BPS, a custom (larger) font size is set by default only for the names of field groups . To specify a text size other than automatic, use the font-size property. One of the recommended font-size units is px.   Example 3): font-size: 22px Output: Original size: &n (...)

(...) associated process databases means that the service executes tasks attributed to this role for all the associated databases. The “Basic features” checkbox is a collective option that groups multiple functions in the service. The functions run within this role are the following:   User synchronization – a number of operations that involve copying data from external data (...)

(...) or different group types). Keep in mind that after adding users to the AD, they will still need to be synchronized into WEBCON BPS. Since privileges in Designer Studio are mostly handled using groups , adding the user to a group e.g. “Test Department” will automatically grant them privileges on par with the rest of the Test Department. To manage licenses, we use the Manage BPS user (...)

(...) User actions button in the workflow instance menu   The order in which the buttons are displayed in Portal is the same as in WEBCON BPS Designer Studio.   Creating button groups If you want to customize your form, e.g. organize the automations by topic, then you should use the option of grouping Menu buttons. In the given example, the automations will be divided into t (...)

(...)   In that case, e-mails sent via Outlook Classic will be visible in the Attachments section as .msg files.   Attachments menu – related actions WEBCON BPS Portal offers 3 groups of actions dedicated to Attachments menu: 1) Excel, Word & PDF Generate/Update a Word file Convert Word to PDF 2) Digital signatures and certificates Sign an attachment Ve (...)

(...) n 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 empty in any of these configurations, the default sender address will be used. (...)

(...) ll form fields and their elements (the item list part of the template is captured in the red frame)   The abovementioned template is very useful for creating your own HTML templates, as it groups all the form field tags in one place and thus significantly reduces the time needed to look for them in the system.   GUID identifier in HTML template The general rules for identifying (...)

(...) you complete creating change request content, click the “Save” button – the change request goes to the change request list.   Change request list This is a place that groups all change requests submitted by the logged-in user, as well as all change requests that were submitted as visible (checked the “Change request visible to all” checkbox). The access to th (...)

(...) rator. If we select many rows, the IDs will be stored as follows: ID1;ID2;ID3; and so on.   On the form we can display reports (Item list – fueled by Custom sources) that present two groups of information:   Dictionary data  Presents data that is connected with a specified ID (loaded from the personal data dictionary). The dictionary itself and filters are configured (...)

(...) w long, and effectively limit this access in case of irregularities. The functionality also affects those system functions where many workflow instances are moved through the path automatically or in groups . However, it should not be considered as a restriction, but as a method of increasing the level of security of the information entered by users into the system.  

(...) a number of form fields at their disposal, thanks to which the forms prepared by them can take a variety of forms, and the end users of the system can easily exchange written information. One of the groups of form fields available in the system are Survey fields, including Choice list and Rating scale. With their help it is possible to prepare questionnaires and thus to obtain the opinion of users/resp (...)

(...) Studio In the original version, the process and the application in which it was created are available in English. The person responsible for configuring the process wants to enter translations in groups for each selected language in a separate file.   Fig. 1. Main page of the “Webinars” process in Designer Studio   To export a file with translations, right-click (...)

(...) sible or inactive for citizen developers with Application administrator privileges. Furthermore, among other things, they have the ability to manage data sources created by other users or create user groups …   BPS groups To facilitate the concurrent execution of three projects, the Department Manager organized their subordinates into three groups and assigned each group to a respect (...)