search results

(...) Fig.1. The content export buton from the Data table form field   Important! The button is visible only in edit mode and only after enabling the appropriate option in the form field Configuration (see below).   Configuration In WEBCON BPS 2020, the option of exporting data to an Excel spreadsheet is available in the Data table form field Configuration as the checkbox – &ld (...)

(...) The shorter time since the last modification on a given instance, the higher it will appear in the report. The Suggested report is automatically created and does not require any additional Configuration . The Anomalies report shows atypical instances in processes for example: an order for an excessive amount compared to other orders, or vacation requests spanning a very long period time. (...)

(...) ist and adapting it to the needs of subsequent system implementations. However, the issue of translating and supporting multilingual environments is much broader. This article describes all system Configuration elements and mechanisms responsible for presentation and translation of Portal content.   Translations in the system Phrases that can be translated in WEBCON BPS are divided into two ca (...)

(...) action templates that will allow us to assign tasks to the BPS Secretariat and Accounting groups. In this case, the BPS groups will be used, but you also can use AD or SharePoint groups.   Configuration The first step is to configure the “Department” choice field. It’s best if the ID should reflect the department name (e.g., acronym) if possible because this will make the work e (...)

(...) nt of data there are problems with performance or these reports overload the SQL database.   Creating a SearchIndex-based report To create a report based on SearchIndex enter the report Configuration and in the “Source” tab set “SearchIndex” as a source.     Configuration of displaying attachments on reports To be able to display attachments on th (...)

(...) How can we deal with this situation? In the 2020.1.1. version, we have access to new functionality – “Hide in the navigation menu” that allows us to hide such reports.   Configuration   Let’s enter the selected report's Configuration and check the “Hide in navigation menu” option in the “User privileges” tab.     Afte (...)

(...) to “NO”, because at the beginning all expenses will be waiting to be moved.   Fig. 4. A form field that will mark the updated expenses   Fig. 5. Control step Configuration – Have all expenses been updated?   Fig. 6. A cycle that shifts expenses   Fig. 7. Configuration of the 1# Cyclical action   Fig. 8. Configuration o (...)

(...) Michał Kastelik   WEBCON BPS add-in for MS Teams enables the integration of the WEBCON BPS platform with Microsoft Teams. The article below presents the process of add-in installation and Configuration . We will also show how can you access to the task list.   Installation of MS Teams add-in The process consists of downloading the add-in file and then installing it directly in MS Teams (...)

(...) rds. It is used to present any data which we have already prepared in the Power BI service. We can embed both a view of the entire report, as well as individual components.     Configuration To correctly operate Power BI reports embedded in WEBCON BPS Portal, you must provide the correct Application ID  in the system Configuration .     How can we get the ap (...)

(...) lates. Because the filter that checks if the documents are active is already implemented, we will see only those documents that have the ‘active’ status enabled via checkbox. Next, in the Configuration of the document generation action, we must specify that the source of our template is to be a process. The file path should be in the format “/ DOCTEMP / ”. “DOCTEMP” specifie (...)

(...) ess, a predefined data source returning all dictionary elements is automatically created. The structure of the source contains all form fields  defined in the process and is updated whenever the Configuration of the dictionary process is changed. The dictionary process uses only one Start step, and in WEBCON BPS Designer Studio we cannot add any further steps to the workflow (the “Workflow designer& (...)

(...) s, you can turn it off. How to do this? Just go to the imported process and uncheck the option “Process modified by export-import mechanism” found in the “Settings” tab of the Configuration .     The purpose of functionality is not to completely prevent the process from being edited. In emergency cases, the message can be ignored and the system will allow you to ma (...)

(...) 019.1.4.x; Author: Paweł Drab   WEBCON BPS Designer Studio can be launched from a local machine but in order to connect smoothly to both Portal and the database, it requires an environment Configuration .   Depending on the chosen type of WEBCON BPS installation: with SharePoint, StandAlone   and following methods of authentication: integrated login, SQL login, (...)

(...) local admin account, or configure the privileges later, click “No” when prompted. For more information about FineReader installation, see: FineReader 11 installation.   Configuration Component services If you click “Yes” on the prompt mentioned above, a Component Services window will appear. To open this window manually use the Launch tool (Windows+R shortcut) a (...)

(...) p It is a good idea to create a User ID form field – it will store user’s ID from AAD, ID will be required for a further management over the created user.   2.1. Data source Configuration for Graph connection Data required for authentication is downloaded from the application Configuration with AAD analogously as with the application to synchronize BPS users list.    (...)

(...) ddress adheres to HTTPS protocol. Trusted SSL certificate installed on the machine. “Self-signed certificate” will not work. Registered applications in the AAD management panel. Their Configuration is covered below.     Registering the AAD application It is a good idea to configure the application in the AAD management panel before installing WEBCON BPS. This will allow (...)

(...) fine substitutions on the Portal. In the previous BPS versions, it was only possible to define them with WebParts. Please refer to this comprehensive article:  Substitutions in WEBCON BPS - Configuration  if you want to learn more about substitutions.    2019 version Managing substitutions is available on the Portal without the need to configure an additional website element. (...)

(...) eges which essentially are privileges to edit the form field.     Click on “Edit” to do exactly that.     Below you can see an example of the Configuration in WEBCON BPS Designer Studio:     Summary The described functionality can be used in every process in which we want to avoid assigning the task but also allow the user to e (...)

(...) cription of invoice”, the workflow moves to the “Acceptation” step. On the transition path “Send to acceptation” a task for a group of approvers is created. Below is its Configuration .     When the form field goes to the „Acceptation” step we can accept, reject or cancel it. For each path, a different parameter from the “Operation execut (...)

(...) ages in Designer Studio -> System settings -> Global parameters -> Languages. Save path - document path.       Content input Each element of the process Configuration for which a „Documentation” can be provided has a dedicated field.     To translate this field, click the button highlighted in yellow.      (...)