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(...)   Fig. 2. New buttons on the form   Export the item list to an Excel file Click the “Export” button – the file with data will be downloaded in the xlsx format . The name of this file is the default form field name with the xlsx extension.   Fig. 3. Import and export button visible on the form field   Open the downloaded file &ndas (...)

(...) d become invalid after the document is modified.   Mode – Start new workflow without conversion to PDF This mode allows you to start workflows without converting a file to the PDF format . In this mode there is no option to recognize barcodes.   Fig. 9. The “Workflow StartUp Settings” tab   After configuring the HotFolder, check the “Active (...)

(...) erver.   Once you have done it, you can customize the theme for your login page following this article's instructions. NIE BYŁO TUTAJ ŻADNEGO PODPISU   For more informat ion on customizing the ADFS login page, consult this Microsoft's website: https://docs.microsoft.com/en-us/windows-server/identity/ad-fs/operations/ad-fs-user-sign-in-customization https://d (...)

(...) export process, name the export file, and indicate where it should be saved. The default file name comprises the application's name, the ID number in the system, and the full date with time. The format in which the application will be saved is "BPS Export file”, so the file will have the * .bpe extension Fig. 3 Choosing the name for the export file   When you press &quo (...)

(...) ink visible on the Portal   The additional navigation link allows you to add to the WEBCON BPS Portal navigation bar, e.g. a link to the organization’s website, intranet, important informat ion for users or a link to another BPS Portal instance. Remember that after clicking on the link, a user will be redirected to the indicated address (a new browser window/tab will not be opened). & (...)

(...) .    Any button color    When editing a button, you can select one of the defined background colors or enter any color code in the hexadecimal format  (in the "Custom" field). When you enter the color's code, you will see its preview. You can now match the button's color with the rest of&nbs (...)

(...) rites elements (applications, reports, etc.) are displayed as tiles, similar to the "Frequently used applications" section. Thanks to this, you have easier access to them – for more informat ion about this feature, see: Favorite elements as tiles on the home page (WEBCON BPS 2021).   Fig. 1. The WEBCON BPS 2021 Portal main page   Task counters Task counte (...)

(...) see invocations that lasted at least 1 ms.   Below in the window, there are buttons:   "Cancel session" - ends the session without saving it (only limited informat ion about this session will be visible in the admin panel),  "Reset session" - clears all invocations made from the beginning of recording but does not end the session (the admi (...)

(...) eate a BPS user"  In the configuration window, there are several options: E-mail address, Full name, User identifier (BPS ID) – enter the identifier (in the UPN format , e.g., tom.green@webcon.com) for the account you are creating.  The system automatically prompts you to enter in this field the same value as in the   "E-mail" field. If you (...)

(...) le prefix and suffix    Summary With the new configuration options introduced in version 2021, you can use prefix and suffix to enter the currency code or value. However, any informat ion can be added there, allowing for interesting combinations and enhancing the form’s clarity.

(...) whose data is on the form.   In our example,  on the form in the registration step, we enter the employee’s data for whom the equipment will be ordered and then complete the informat ion about the items they need. Then, we hit the “Register” button. Fig. 5 The form for registering requisition   Now, the action “Choose an approver” is e (...)

(...) ration of the Image widget   Report After adding the Report widget, select the report you are interested in. You can enter the report name and select the appropriate view. For more informat ion about report configuration, see Reports - configuration, views, editing.   Fig. 6. The configuration of the Report widget     Start After adding the "Star (...)

(...) p in Designer Studio, you can open the "Analysis" tab to see how long the instances were staying at a given step and how much time was spent editing them. Thanks to this, you have the informat ion you need to improve your bpm workflow. For example, it is possible to check whether some employees spend too much time performing a task assigned to them. This will help you identify bottlenecks i (...)

(...) registration, we will obtain the data necessary for configuration: Customer ID Client secret key Remember to specify the redirection URL during configuration, this address must be in the format https: // <site-address-in-format -fqdn> / signin- <schema-name > In BPS Designer Studio, open system settings, find the authentication provider section, select OpenID Connect, and cli (...)

(...) (Active Directory) to ADD (Azure Active Directory). Before changing the configuration of BPS users' synchronization in Azure, create a dedicated synchronization application – for more informat ion, see WEBCON BPS integration with Azure Active Directory. Changing the BPS users source with the installer After starting the WEBCON BPS installer and approving license terms, select Tools fo (...)

(...) on substitutions, taking into account user privileges in the context of multiple databases, as well as the roles of WEBCON BPS Workflow Service and global system settings.    Basic informat ion Task delegation substitutions can be defined by users: Globally – the Substitute can perform the tasks of the Replaced person in all processes subject to substitution (All in t (...)

(...) s Change Update workflow form - entering updated data Configuration of the action You can configure the "Run an SQL procedure" action in the Actions tab in Designer Studio. For more informat ion, see Introduction to actions in WEBCON BPS. The preparation of this action requires knowledge of SQL. The WEBCON BPS account must have the privileges to edit the database in which data is store (...)

(...) Each created project receives a dedicated page with the following elements: Fig. 4. The main page of the project in Designer Desk   Project name and description – basic informat ion about the project Form designer – creating the form Workflow designer – creating the workflow Starts – creating start buttons Reports –creating reports On the (...)

(...) many groups, which are described later in this article. The first two groups are linked to the views list that was recently added. By default, you have a “Basic” view that includes informat ion chosen on previous report configuration stages. You can add a new global or private view with a dedicated button. Private views are temporary views that are not globally visible. Then, you ca (...)

(...) rator” form fields, and the item list with the following fields: Client Product Payment status Subscription status Date of renewal The “Product” column contains informat ion about programs/services subscribed by a client. The “Subscription status” column is modified by a person from the “Financial administrator” field, who in the “Payment (...)