Applies to version: 2020.3.x and above; author: Józef Cyran Introduction The item list is frequently used to store any number of data rows as opposed to other form fields. This functionality makes the actions executed on the item list differ from the standard form field configuration. Business case: Personnel planning for a project This article describes the
Applies to version: 2020.3.x and above; author: Konrad Wojtycza Introduction Nesting business rules in the form rules allow you to refer to data contained in Active Directory or external data sources. This extends the functionality of form rules and allows you to use data outside the form when defining the process logic. Execution of a form rule for a specific group
Applies to version: 2020.1.x and above; author: Dawid Golonka Introduction Workflows created in WEBCON BPS are built of steps and paths which illustrate the various stages of the business process. When directing an instance to the next step, there is often a need to assign a task to a user or group of users. In some cases you may need to finish a task without waiting for
Applies to version 2020.1.x, author: Franciszek Sakławski Introduction When building your business proces, there is the ability of adding a logo, picture, or other image decoration to the form – the simplest way to this is by using the “Picture” form field. Form field configuration To add a picture to the form, select the “Picture”
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
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 th
Applies to version: 2020.1.x and above; author: Dawid Golonka Introduction In the workflows 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 separat
Applies to version: 2020.1.x and above; author: Grzegorz Szlachta Introduction WEBCON BPS allows you to generate the Word files that can include data entered on the form. This functionality is useful in various processes such as contracts, vacations, and orders, where it is necessary to submit the document for signature. The following article describes the method of WEBCON BPS
Applies to version 2020.1.x, author: Dawid Golonka Introduction Actions are commonly used in WEBCON BPS to design the processes and individual workflows. They are performed without any user interaction and defined on the transition paths or steps. An example actions perform such activities as calculating the field value, making an entry to AD, sending an e-mail. While wor
Applies to version: 2020.1.x and above; author: Franciszek Sakławski In WEBCON BPS 2020 a new functionality of reporting archived instances has been added. In the report configuration of WEBCON BPS Portal and BPS internal view type source, the option to indicate an archived database as a source for the report has been added. Information about the archiving mechanism can be fou
PDF version 1. Prerequisites (SharePoint platform) 1.1.Software Windows Server 2012 R2, Windows Server 2016, Windows Server 2019 Microsoft SharePoint Foundation 2013 or Microsoft SharePoint Server 2013/2016/2019 MS SQL Server 2012 or higher (full text search mode required) Active Directory (or Azure Active Directory) environment 1.2
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 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 In WEBCON BPS there is the option to add attachments to the workflow instance by using the standard action. This action works in two modes: Adding attachments from other workflows of the current WEBCON BPS content database, selected based on the instance workflow ID – the “Based on instance ID&rdqu
Applies to version 2020.1.3; author: Michał Kastelik With WEBCON BPS, you can color the background of the item list form field. This functionality can facilitate data interpretation and increase transparency when presenting a lot of data. This article will present the available options for coloring the background of the item list. Go to the coloring settings, open the item list
Applies to version 2020.1.3; author: Michał Kastelik Calculated columns enable you to display additional information in WEBCON BPS reports. They are created by adding a new column in the report and then inserting a SQL formula. They allow the report to be supplemented with additional fields that are not present in an application. A calculated column only works within a given
Applies to version 2020.1.3; author: Michał Kastelik The "Hyperlink" action type enables you to place a button in the form bar. This button can be used to launch a specific WEBCON BPS workflow, which can be a sub workflow of the current Workflow. It can also link to other relevant information, e.g., documentation for the process or guidelines that should be taken into
Applies to version 2020.1.3; author: Michał Kastelik The WEBCON BPS platform has mechanisms for importing and exporting application templates between environments, e.g., test and production environment or WEBCON BPS On-Premises and the Cloud Platform environment. One of the possible uses of this functionality is testing your application in the test environment, exporting the application tem
Applies to version 2020.1.3; author: Michał Kastelik Introduction It may be necessary to grant access to WEBCON BPS Portal and its processes to users from outside the organization. Such a user will most often not have an account in the organizational Active Directory (or in another user database). Examples of such situations are: processes of negotiating contracts with
Applies to version 2021.1.1; author: Kinga Bożęcka This article presents an auxiliary process for creating tags that consists of only 3 steps - registration, modification, and final step. The tags specified in it can be used in other processes, e.g., to tag individual promotions when planning a promotional campaign or to create a report where you group promotions by tags used in them.