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(...) Applies to version 2020.1.x, author: Dawid Golonka   Introduction When creating support for business processes in WEBCON BPS, it is important to remember that even the simplest workflow with a minimum number of steps and form fields will be reflected in the database – all of its instances and settings are represented in the content database – which is the main place of the s (...)

(...) ve access to edit, add and delete instances. They also have access to all parts of the process (e.g. archive). Business administrators do not have the privileges of the Designer Studio application. workflow data read-only access – it allows you to specify users who will have the global read-only privileges for all existing processes, regardless of the privileges they already have (or their la (...)

(...) ntroduction During document processing, it is important to check the correctness of the entered data – mostly to make sure that an incorrect value doesn’t cause issues further down the workflow . WEBCON BPS gives access to multiple avenues of form validation: RegEx, ‘Validate form’ action, and the one we will be taking a closer look at– setting up a form rule on the path. T (...)

(...) each instance individually, only to discover that it isn’t the one they are looking for, is a waste of time. The situation looks similar when you have the form containing hyperlinks to another workflow e.g. previous employee’s vacation requests. In newer WEBCON BPS versions,  clicking on an instance hyperlink (usually hidden under an instance number) will expand the instance preview w (...)

(...) gured in the Advanced configuration button menu. Otherwise, when you try to save you will receive a message:   Fig. 3. The error message   Business case A Car reservation workflow has been configured. At the first step select: Driver – a Peron or group field Start and end date of use – a Date and time field Car – a Choice field A car driver can (...)

(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction You can automate your existing company's processes using workflow class systems. WEBCON BPS Portal gives you many tools for handling digital process automation. One of them is generating certificates for employees who successfully ended a given training course. This article des (...)

(...) ation facilitates users’ work outside the office. By using a mobile device, users have the ability of quickly checking the status of a given task, starting a new task or attaching a file to the workflow . A new WEBCON BPS 2020.1.3.213 version introduces many changes as well as a new way of operating mobile applications. After downloading the new version of the app to devices and updating the WEBCO (...)

(...) Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction There are various reasons why companies implement electronic document workflow software.One of the most important is the need for business process automation. One example of such automation processes is the use of serial correspondence which generates documents based on the specific template in which the fields (...)

(...) Standard notifications are sent to the people actively participating in the process and they are informing about typical actions such as receiving tasks, notification about the start or finish the workflow . In such cases, it is worth preparing a template with translations.   Fig. 3. An example of using the action of sending a notification with a template with entered translations. The au (...)

(...) soft Teams. Instead of adding a new Team manually, let WEBCON digital process automation help you!  Adding a new Team can be automated by using the WEBCON BPS when registering a new project workflow – you can also use the Microsoft Graph platform. Creating a team is divided into two stages: Creating the Office 365 group Creating the team based on the group To connect WEBCON (...)

(...) Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction In the workflow s designed in WEBCON BPS, you can enable users to add attachments – e.g. .pdf, .docx, .xlsx, tiif, and zip. Their storage location is a particularly important aspect of the system configuration. When organizing your document management system, you can decide to create a separate databa (...)

(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction When designing processes and individual workflow s in WEBCON BPS is it good to know how data is stored in the table, what relationships are and how particular information is displayed on the form. The following article describes the WFHistoryElements and WFHistoryElementDetails tables. Table descrip (...)

(...) d solution works correctly when it comes to functionality, it is also worth paying attention to the visual side of the form. The form view should be intuitive and understandable to the end user. Each workflow created as a part of the process has two global form templates – Main form and Compact form (which can be used e.g. in mobile devices). The compact form is available via a dedicated mobile a (...)

(...) roperly configure the attachment section on such a process to allow for editing the file with the template. To do this, go to the WEBCON BPS Designer Studio and go to the template process, expand the workflow and then, click the “Main form” option -> Global form template (select the Attachment section). Now, in the properties section select the “Edit using list” option and save (...)

(...) er over the path button and you will see a tooltip. We can also add step descriptions that will appear in the Task details section of the form.   Business case A simple vacation request workflow has been created and then, a new instance in the system has been created.   Fig. 1. The request form   Tooltips on the form field As you can see, next to the “Leave (...)

(...) on a given path, without the ability of individual configuration Send a custom e-mail – an action allows to define recipients, CC recipients, template, content or add the attachments from the workflow instance   E-mail templates allow you to define the appearance of the e-mail sent in WEBCON BPS, both when sending standard notification and configurable messages. The following artic (...)

(...) BPS can be used as an efficient document management system. This article describes how to use barcodes to scan PDF files and paper documents and have them automatically added to your WEBCON workflow s' instances.  Common business scenarios for using barcodes include: Having a PDF document or a paper document and scanning its barcode to relate it with an existing workflow in (...)

(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction When designing the processes and individual workflow s in WEBCON BPS, it is good to know how the data is stored in the tables, what are the relations between them and how individual information is displayed on the form. This article describes the Calendars table.   Table description (...)

(...) en the history of absences is not defined, the data will be loaded from the vacation process. It presents the submitted vacation requests – you can decide that the requests from the selected workflow step will be loaded to the chart, e.g. from the step where the requests approved by the supervisor are stored. The requests are presented in the form of the colored tiles, the color depends on the (...)

(...) Applies to version: 2020.1.x and above; author: Wojciech Kołodziej   Introduction When building business processes in WEBCON BPS and designing workflow s – big or small – you may find that you need to pass information between two workflow s. One of the simplest ways to pass information from the current form to one in another workflow is by using the Hyperlink action. Hyperlink (...)