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
(...) bed in the “System language” chapter Dynamic by user’s profile settings – fields on the Portal will be displayed in a language according to the language selected by a WEBCON bps user Force language – you can select a language from the list. The application will be related to the selected language By forcing the application language, the configurable and fixed element (...)
Applies to version 2019.1; author: Łukasz Kraśniak Introduction Form field, path, and task tooltips are a massive help for users to easily understand the concept of WEBCON BPS business applications. Consistently providing tooltips and task details across all your processes and workflows will teach users to rely on these elements to learn about their intended task. This help im
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 d
Applies to version 2019.1; author: Dawid Golonka Introduction While working on WEBCON BPS Portal, you can see the error messages displayed by the system in the upper right corner – they are displayed when the system encounters a problem and the execution of any action fails. From version 2020.1.3.277 there is the ability of previewing error logs from the administration too
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
Applies to 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.&nbs
Applies to version 2019.1; author: Józef 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 W
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
Applies to version 2019.1; author: Konrad Wojtycza Introduction The article describes the use of “Change value single field” and “Change values of multiple fields” actions on the example of the business scenario of the settlement of business trips. These actions allow you to update the value of the single form field or many form fields at the same tim
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 2020.1.3; author: Dawid Golonka Introduction One of the types of data stored in WEBCON BPS databases is the configuration of the elements that make up applications and processes. The configuration settings entered by a user are stored in the tables appropriate for the configured elements. The article provides a summary that schematically shows which table is r
Applies to version 2020.1.3; author: Agnieszka Burda The following article is an extension of the HTML form fields article. Introduction HTML form fields are available since WEBCON BPS 2020.1.3. version - they allow you to use all HTML language tag. The HTML form field can be defined as adding a custom HTML code to the standard code of the WEBCON BPS form
(...) rs from an Excel file To add users, prepare an Excel file based on the defined template. This template can be downloaded from WEBCON BPS Designer Studio – go to the System settings tab -> bps user s list and click the Download template button. The system will download the Excel file with the defined columns in user data that should be entered. Fig. 1. WEBCON BPS Designer Studio (...)
(...) easy way to change it. The configuration is found in the ‘Tools for application management’ section of the installer, in the user list synchronization. If it is not turned off, the bps user list synchronization will invoke the SharePoint site. As long as it is active, the synchronization should be performed successfully, but when SharePoint is removed, it will fail. &nb (...)
Applies to version: 2020.1.x; author: Dawid Golonka Introduction One of the functionalities in WEBCON BPS system is the ability of using the REST API interface. API is the basic method of data exchange between two systems and it is often used both to download data and transfer it from WEBCON BPS to other applications (e.g. data transfer to the vacation system). For more informat
Applies to version: 2020.1.x; author: Tomasz Słuszniak Introduction This article describes one of the possible methods of publishing the content of the WEBCON BPS platform on the generally accessible Internet, maintaining the physical separation of the server hosting the platform. The use of firewalls and Reverse Proxy provides a security buffer in the case of e.g. DDo
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.x; author: Wojciech Kołodziej Introduction The OCR AI Learn mechanism allows you to create dedicated templates for recognizing documents in the process. Depending on the type of processed documents, various different distinguishers are used, which clearly indicate which template to use for the document. For example, in the invoice process – the c