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(...) quot;Project total cost" column   You can use a validation action to make sure that the correct number of months has been entered by the person filling out the form. WEBCON BPS has a bui lt-in check sum function (and copying the sum to a form field – you do not need to use this function). In the item list configuration select the “Totals control” tab, add a row and f (...)

(...) in the upper right corner of the Portal when the error window has disappeared), which will open a new window with an event preview and more information and the error identifier. This identifier is a Gui D number, after which you can search for the full content from the logo in Designer Studio.   Fig. 5. The icon with the event preview   Fig. 6. The erorr description & (...)

(...) y mode with the current account balance Active – a checkbox that informs whether an account is active or inactive   To register an account- fill out the “Employee” requi red field and go through the “Save” path.   Fig. 5. A new Account dictionary instance   After going through the path, a user’s account is created – th (...)

(...) fields.   Fig. 1. A list of fields available in the system   To enter these types of fields in the template is needed: Basic knowledge of HTML language (specifically bui lding tables) A process that contains an item list and a data table After defining these types of fields on the form, create the “Send a custom email” action that contains the HTML (...)

(...) n have Once all users of the group have reached this limit, tasks will be placed in a queue Queued tasks will be assigned to somebody as soon as they are no longer at their task cap We will bui ld this mechanism into a WEBCON BPS application using two workflows.  One workflow will be used to create and manage groups of users – the idea is that we can change who is in a group (...)

(...) t button will be displayed following the path available in a given step. ”action”: {                    ”type”: ”qui ckPath”,                    ”params”: {                        &rd (...)

(...) chanism you can reduce the time spent on the configuration of actions that need repeating throughout your process. Additionally, since all actions tied to a template share the configuration, you can qui ckly update the configuration in the template’s configuration and all actions tied to that template will also be updated. You can also set up an independent execution condition for each action r (...)

(...) Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction Some processes in WEBCON BPS requi re data from some other source to operate correctly. This data can be provided from external data sources such as SQL databases or SharePoint lists. Internal sources can also be created in the system such as Fixed value lists or references to data contained in WEBCON BPS wo (...)

(...) Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction Workflows created in WEBCON BPS are bui lt of steps and paths which illustrate the various stages of the business process. When directing an instance to the next step, there is often a need to assign a task to a user or group of users. In some cases you may need to finish a task without waiting for th (...)

(...) Document external ID – this is a field where you will enter the document ID from the Autenti database. In the Autenti REST API documentation, you can find that the correct return of the Gui D number by the system means the correct loading of the document to the company’s internal database. So, if the system does not receive feedback about the document number and does not enter t (...)

(...) pplication   On this tab, there is the ability of selecting a color from two palettes – “Theme colors” and “Standard colors”. If none of the presented colors sui t you – select the “More colors…” button. In the window, the requi red color can be selected by using two models – RGB and HSB.   Fig. 5. The extended c (...)

(...) elivered with WEBCON BPS version, but at the client’s request. This article describes how to configure the AdobeSign integration plugin based on two business scenarios.   Basic requi rements Implementation of the electronic signatures by using AdobeSign requi res: WEBCON BPS 2020 or higher Uploading the plugin Integration key to the AdobeSign account along with the abi (...)

(...) link is located in the upper right corner and has the same function:   Fig. 5. A copying button which has been added to the instance preview   The copied link has the same bui ld like the one presented in Figure 4.

(...) e. This article describes how to add logo to Portal – and replace the WEBCON logo in the top left corner. Configuration In the previous versions of the system, setting a custom logo requi red copying the graphic file to the server and providing a link to it in the site settings. In 2020.1.3. there is the ability to add the graphic file directly from a file on your computer. Here is (...)

(...) Applies to version 2020.1.x, author: Franciszek Sakławski   Introduction When bui lding your business proces, there is the ability of adding a logo, picture, or other image decoration to the form – the simplest way to this is by using the “Picture” form field.   Form field configuration To add a picture to the form, select the “Picture” f (...)

(...) ly assigned when you add the system item list column.   Fig. 2. The Item list column – field in the table   Below, the selected types of form fields along with their equi valents in the WFElements table are described: Text field: Single line of text – AttText column, varchar(255) type Multiple lines of text – AttLong column, text type Picker (...)

(...) ically assigned when you add the form field in the system.   Fig. 2. The form field – fields in the table   Below, the selected types of form fields along with their equi valents in the WFElements table are described: Text field: Single line of text – AttText column, varchar(255) type Multiple lines of text – AttLong column, text type E-mail &n (...)

(...) equest for a signature. These people do not have to be WEBCON BPS or DocuSign users – all you need to do is to enter the recipient’s e-mail and phone number (if verification via SMS is requi red). By going through the “Send to sign” path, the document is sent to the recipients who receive an e-mail about the document pending approval. The signing of the document is done via (...)

(...) rm field configuration   Fig. 2. Help window about the chart form field   F5 key – this key allows you to perform the Designer Studio refresh action. This is equi valent to the “Refresh all” button on the upper program bar:   Fig. 3. The “Refresh all” button   F10 key – after clicking this button (...)

(...) y to the view you can use conditions and results filtering e.g. searching information about instances of a given author etc. The additional uses and features of the process view: Allows you to qui ckly check the number of instances created in a given process. Allows you to easily write your own queries to SQL Grids (avoiding the need to write complex structures with connections to many tables (...)