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(...) aweł Fijał   With the introduction of version 2019 and the entire Portal interface, several search methods have been included in Portal that allow you to search not only the content of the workflow instance s but also the structure of all applications available on Portal (e.g. reports, dashboards, start buttons). This article describes where and what you can search from the Portal level – infor (...)

Applies to version: 2020.3.x and above; author: Dawid Golonka   On WEBCON BPS Portal, one of the standard tabs that can be selected from the menu on the left is the “My tasks” tab. After selecting it, you see a report that describes a list of tasks assigned to the currently logged in person.   Fig. 1. The "My tasks" report view   On th

(...) Applies to version 2019.1; author: Adrian Baszak   Introduction Task and step descriptions are brief instructions on a form that help users complete a task. Descriptions can improve the workflow instance by reducing the number of errors and questions. They can contain basic information which helps a new user get started with the application, and also may explain the more complex dependencies between (...)

Applies to version 2019.1; author: Konrad Wojtycza   Introduction From the point of view of business requirements, a common need is the approval of the document by people on the designated approval path. WEBCON BPS introduces functionality that simplifies the configuration of your approval workflow – a list of items. A person authorized to approve can edit only the line

Applies to version 2019.1; author: Dawid Golonka   Introduction The „Analysis” tab available in WEBCON BPS Designer Studio allows you to see the time of the instances being in a given step and the time of their edition at individual steps. You can also set the planned time of editing an element and the time in which the element should be in a given step. It allow

(...) o version 2019.1; author: Jarosława Markopolska   Introduction The instance number is a unique string of characters in the system (e.g., EXP/2020/09/00002) that uniquely identifies each workflow instance , and it is created when the instance is first saved. This number will always refer to the same instance and there is no option to change them, even by administrators.  A properly configured s (...)

(...) ute;zef Cyran   Introduction WEBCON BPS allows you to generate/update Word documents (e.g. invoices, contracts) based on a template that inserts data from the system (e.g. data from the workflow instance that caused the file to be created) and also convert them to PDF (if necessary). To do this, you need our Word add-in to be downloaded from WEBCON BPS Portal.  For more information about Word (...)

Applies to version 2019.1; author: Tomasz Pytlak   Introduction Working with attachments is one of the basic functionalities in WEBCON BPS. Some processes, such as document repository, are only used to catalog and make files available to selected users. In others, the attachments may be of secondary importance. For example, when you want to work on a file together with your cl

(...) dquo;Change value of single field” action   Field – all form fields related to the form used in the process, and also system fields such as [System] Comment and [System] Parent workflow instance ID. Comment author – selecting “[System] Comment” enables you to select the comment author and set the comment value. Selecting the “[System] Parent workflow instance ID&rd (...)

Applies to version 2019.1; author: Konrad Wojtycza   Introduction Adding a button to the form The “Registration of purchase order” workflow Adding the form rule triggered on a button “MoveToNextStep” form rule invoke “InvokeMenuAction” form rule invoke “InvokeRule” form rule invoke “Startelement/OpenElement”

Applies to version 2019.1; author: Dawid Golonka   Introduction WEBCON BPS helps you embrace the digital transformation by giving you many options for working with electronic versions of documents and replacing standard signatures with their digital version. This article describes the new Handwritten signature form field (available from version 2019.1.4.) that allows you to a

(...) gation settlement" application   Search filters can narrow down the number of displayed instances according to: Application Workflow Form type Step Application author workflow instance user Instance state Instance create date Global constants etc. Search filters change dynamically with the following user selections on the application/workflow/form type…level. You (...)

(...) Applies to version 2019.1; author: Konrad Wojtycza   Introduction In WEBCON BPS there is the option to add attachments to the workflow instance by using the standard action. This action works in two modes: Adding attachments from other workflows of the current WEBCON BPS content database, selected based on the instance workflow ID – the “Based on instance ID” mode Adding (...)

Applies to version 2020.1.3; author: Mateusz Syrek   PDF version Disclaimer Every installation of WEBCON BPS is unique, and may face certain challenges not covered here. Therefore, this document should be treated a general set of guidelines and not universal dogma. The scenario presented here was tested and used to deSharePointize our Support Portal http://support. webco

(...) rsquo;s date (system variable) are given. To load responses for later mapping, instead of form fields, you must manually enter sample data (NIP number and date), because before creating the first workflow instance – these fields do not return any values. There are five HTTP methods: GET POST PUT PATCH DELETE The POST, PUT, and PATCH methods additionally require completing the conte (...)

 Applies to version: 2020.1.x; author: Konrad Wojtycza   The article is an update of the already existing article, it shows the configuration in version 2020.1.3. For the original see: BPS actions - introduction.   Introduction Global form template Field matrix - basics Filling in field matrix Visibility tab Visibility - example Editability and required

Applies to version 2020.1.3; author: Agnieszka Burda   The following article is an extension of the HTML form fields article.    Global functions In the HTML form field configuration, there are several functions for general information about the application and the process.   Fig. 1. Global functions in the HTML form field  

Applies to version 2020.1.3; author: Konrad Wojtycza   Introduction Task creation is one of the basic functionalities enabling the creation of instance workflows in WEBCON BPS. Tasks in the system can be created in the step configuration on a given path or as an action that can be placed e.g. on the entry to the step. This article describes the “Create a task action&rdqu

Applies to version 2020.1.3; author: Paweł Fijał   Introduction When creating the instance workflow in WEBCON BPS, they may be a situation where we would like the attachment added on the form to be stored in the cloud e.g. in OneDrive. People who are not taking part in the process will be able to access it. This article describes how to add attachments to OneDrive using the REST a

(...) n it. The new instance will be linked to the instance in which the start button was pressed.   Fig.2 A new workflow linked to its parent   Information about parent-child workflow instance s appears in the information panel on the right. Continue reading if you want to learn how to achieve the same result in your application.    Creating an action to initialize a subtask (...)