Knowledge Base

WEBCON BPS allows for selecting an authentication provider and sometimes there may be a situation in which it will be necessary to change the already established provider from Active Directory to Azure Active Directory.

“Quick paths” is a standard functionality allowing for the use of a transition path without editing the form as well as several instances at the same time. “Quick paths” can be found useful wherever a task is repeatable and it does not require completing any form fields by the user or verifying a large amount of data.

The article aims at providing key information required to configurate new application elements. The article presents both required and optional information that will help you to add configuration components.

This article discusses the operating mode of the choice field type, types of choice fields in item lists (a.k.a. choice columns), the person type or group field type as well as the differences between form fields.

WEBCON BPS applications frequently require integration with external systems. SAP is one of the popular systems that requires integration with WEBCON BPS workflows.

WEBCON BPS applications frequently require integration with external systems. Microsoft Dynamics is one of the popular systems that requires integration with WEBCON BPS workflows.

Thanks to the Chart type form field, you can graphically present data on the form simply and legibly. When you work with a large amount of data, it will be easier to present it in a visual form – it will significantly reduce the time spent on analyzing information. The article presents the configuration and method of data presentation. For the purposes of the article, a workflow including an employee satisfaction survey has been created.

WEBCON BPS allows you to generate/update Word documents (e.g. invoices, contracts) based on a template with the application parameters inserted, and – if necessary, convert them to PDF format. To do this, you need a special Word add-in to be downloaded from WEBCON BPS Portal. The next step is to connect this add-in to the BPS server – go to the WEBCON BPS tab (in Word), click the “User settings” option, enter the server URL and click the “Connect” button. The actions of generating documents allows for wide parametrization and automatization of manual filling in documents. When you need only the PDF file, the good solution is to use the Delete attachment action (placed behind the action of PDF generating).

When processing an instance in a given workflow, sometimes there is a need to change fields available to a user or manage privileges to the instance. You can use the “Change form type” action, which allows you to change the type of the form you are currently working on. This action is available only for the Menu button trigger. An example workflow for registering contracts has been created. Access to individual contracts depends on the confidentiality level, which can be changed.

In WEBCON BPS, it is possible to limit the types of attachments that can be added to workflow instances due to their type and size. This option can be used to block the ability to add potentially dangerous attachments to the Portal such as scripts, executables, spreadsheets with macros. The restriction will be set globally for all applications/processes and all places where you can add an attachment – forms, HotFolders, HotMailBoxes, API. When specifying the attachment’s size – remember that the IIS server setting is the overriding limitation on the size of the added file.