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Applies to version: 2022.1.x and above; author: Dominika Stelmach This article is an update of the already existing article -> WEBCON BPS Portal - Website look customization.  Introduction In WEBCON BPS, it is possible to personalize the appearance of the platform by changing the logo and color theme of the website. To be able to modify a color theme, a user must have app

Applies to version: 2022.1.3 and above; author: Krystyna Gawryał   Introduction Users can prepare document templates in MS Word that include data from forms designed in WEBCON BPS. A template prepared in this way can be used, for example, in a Word file generation action. In order to be able to use variables relating to form fields and other contextual variables of WENCO

Applies to version: 2020.1.x and above; author: Piotr Dąbrowski Introduction   WEBCON BPS handles digital signatures through dedicated actions (SDK – Software Development Kit). There are 4 plugins available to integrate with external digital signature providers: AdobeSign Autenti DocuSign Skribble This article describes the process of signing document wit

Applies to version: 2021.1.3.163 and above; author: Dawid Golonka   Introduction WEBCON BPS offers a variable returning information whether a form is opened in the mobile app. This information can be used within the created form rules to adapt its view to the mobile app specification. The variable’s name is “Is this a mobile device?” and it works only within the

  Applies to version: 2021.x.x.xxx and above; author: Mateusz Syrek Introduction This article describes 3 variants for transferring WEBCON BPS databases to a different SQL server: new server has the same name as the old one, new server has a different name – applying SQL aliases, new server has a different name – no SQL aliases applied, changing configuration

Applies to version: 2022.1.3 and above; author: Krystyna Gawryał   Introduction WEBCON BPS allows you to create templates that will then be used to automatically generate standard documents containing the data entered on the form. Previously, such automation was only possible with the Word Classic add-in for MS Word, but now the all new add-in: Word Modern is available, which c

Applies to version: 2022.1.3 and above; author: Maciej Kieblesz   Introduction This article describes a method of maintaining databases to ensure the highest possible performance of the SQL engine, and thus the BPS application itself. In practice, this will mean a reduction in the number of 'timeout' errors, for example, when loading a report. This mechanism is tailored to

Applies to version: 2022.1.3 and above; author: Konrad Wojtycza   Introduction Configuration of processes in WEBCON BPS indispensably involves the creation of rules, be it a business rule or a form rule. To optimize the work, it is a good idea to use the keyboard shortcuts available in WEBCON BPS and the keys provided by the operating system. This article describes how t

(...) ing on the Chart type selected for the data series, it is possible to customize parameters relating to the appearance of the chart, such as: fill color (including lightening/darkening), border style, width , color, visibility, radius, etc.       In each chart view, it is possible to configure the sorting of data by the selected series or the X axis value. The exceptions ar (...)

Applies to version: 2022.1.1 and above; author: Krystyna Gawryał   Introduction Form rules, as the name suggests, are rules that define the behavior and appearance of form elements. The vast range of available options such as functions, operations, integrations, and operators allows a user to create more or less complex rules, depending on the user’s needs. When working with

Applies to version: 2022.1.3 and above; author: Krystyna Gawryał   Introduction The wide range of form fields and features offered by WEBCON BPS makes it possible to create forms, reports, etc. not only tailored to the user's preferences, but also aesthetically diverse. However, if the user would like to further distinguish the information contained on the workflow instances or

Applies to version 2019.1.x; Author: Przemysław Sierant Introduction WEBCON BPS 2022 introduces a new version of the mobile application. One of the changes made is the process of creation of the user profile. It is still possible for the system administrator to prepare a BPSX file in order to send it to a specific user as it was done so far. Specific configuration can be found h

Applies to version 2022 R3 and above; author: Łukasz Maciaszkiewicz   Introduction WEBCON BPS 2022 R3 introduces a new functionality allowing users to disable sorting in item list and data table. The functionality displays data only in the sequence returned from the data source. This article discusses the above-mentioned functionality with an example of item list including installme

Applies to version: 2022.1.3 and above; authors: Jacek Język, Krystyna Gawryał   Introduction WEBCON BPS has a new feature, which is the ability to work with attachments in the form of files stored on OneDrive. A user with the appropriate permissions will be able to edit such MS Office files (Word, Excel) in Microsoft 365 both in a desktop browser and from mobile devices. In additio

Applies to version: 2022.1.4.47 and above; author: Grzegorz Straś Introduction Data from WEBCON BPS can now be loaded in OData format and used in Power BI Desktop and Online. This greatly simplifies WEBCON integration with Power BI, instead of manually constructing REST API queries and dealing with token-based authentication, we are able to use one of two custom connectors to easil

Applies to version: 2022.1.x and above; author: Łukasz Maciaszkiewicz   Introduction The logic behind the execution of actions and the exact moment of their execution are often matters neglected by workflow designers. This often leads to misunderstanding of mechanisms controlling the execution of actions and misconceptions.  To fill this gap, this article discusses the logi

Applies to version: 2022.1.4 and above, author: Krystyna Gawryał   Introduction Instance history is an area where the user can check what actions were performed in the Workflow. History details the steps taken by the user and the paths they took to complete the assigned task and finish the workflow. This article summarizes the most important information on the Instance history in

Applies to version: 2022.1.x and above; author: Łukasz Maciaszkiewicz   Introduction Increasing data volumes combined with shrinking disk space and decreased performance pose a challenge to every IT system. WEBCON BPS faces it with an extensive archiving mechanism that automatically removes data from process databases. The resulting better arrangement of disk space translates into e

Applies to version: 2022.1.x and above, author: Krystyna Gawryał An updated article is available [here]   Introduction Microsoft Outlook is one of the basic tools used by office workers. Outlook Classic and Outlook Modern add-ins are responsible for its integration with WEBCON BPS Portal. They allow users to access their tasks, view the contents of selected forms, and use ma

Applies to version: 2022.1.x and above; author: Krystyna Gawryał   Introduction Outlook Classic is an add-in that allows WEBCON BPS to integrate with the Outlook desktop application available as part of Microsoft Office, which is one of the most widely used applications for managing e-mail correspondence in enterprises. Upgrading it with a dedicated WEBCON add-in will allow users to e