WEBCON BPS offers you the ability of importing data to the item list from an Excel file and exporting rows from the item list to an xlsx file. This article describes the configuration of importing/exporting data. Data import to the item list form field allows you to speed up the process of entering multiple data. The properly prepared data files from other systems allow you to store information in one application form. To enable import/export, go to the advanced configuration of the form field, and select the option in the “General” tab - Allow Excel export and Allow Excel import. When importing rows, not all imported fields need to be visible on the form. You can also import columns that are not visible at a given step.
This article shows you how to automatically create a new SharePoint site with just one click from a WEBCON BPS form.
You will see that you can connect your SharePoint Online environment with WEBCON BPS to obtain a consistent and easy-to-use tool that will allow you to create and expand your business applications. You will need to define the connection only once, and after that you can use WEBCON BPS out-of-the-box actions to quickly achieve your goals.
The WEBCON BPS platform enables simple integration with the SharePoint Online environment. After defining the connection in Designer Studio, you have many actions at your disposal that allow you to create sites and operate on lists.
This article describes actions that enable linking the WEBCON BPS application with the content on SharePoint Online. Below you can see an overview of the actions we are going to discuss.
Using WEBCON BPS Designer Studio and SharePoint, you can also create SharePoint groups, manage their members and add SharePoint privileges.
To increase the ergonomics and readability of the form with a large number of rows in the item list form field, one of the options is to color every other row. WEBCON BPS has grayscale coloring enabled by default. You can personalize this color using the “For whole row” color mode. The alternative row coloring makes it easier to see an item list form field with multiple rows. Entering your own color allows you to use an additional personalization option for WEBCON BPS.
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 consideration before submitting the form.
The button can be available on all steps of the Workflow or just at the selected one(s). If it launches a sub workflow, it will be automatically connected to its parent instance, and you can pass values to initialize fields in the new instance.
Interested? Then continue reading to learn how to configure a button that starts a workflow from the form.
The “Multiple lines of text” form field allows you to add space to the form where more text can be saved. Depending on the configuration, this form field can be used as a text field with multiple lines of text or an advanced editor to store formatted text. One of the possible uses of this form field is creating simple communication between people using the application or collecting a lot of information in one place.
This article describes how the append mode works for a form field with multiple lines of text.
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 report.
Creating a calculated column: open the report in which you want to add a column, press the settings button, and then go to the "Columns" tab. Then, press the button "Add calculated column."A new column configuration window will be displayed.
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 form field, and then go to the advanced settings. After switching to the "Layout" tab, you will see available options for coloring rows under the Color mode. You can choose from three color modes:
• for the entire row,
• for selected columns,
• defined in the query.
WEBCON BPS compact forms adapt the application's main form to work on mobile devices and small screens. The compact appearance may differ from the main form in the layout, order of the fields, and other aspects. When you create an application with the main form on the WEBCON BPS platform, the system automatically creates its compact version. It can be used after pressing the Save button.
WEBCON BPS 2020 uses compact forms on mobile devices and in the element preview window.
This article describes compact forms and how to customize them.
The WEBCON BPS program allows you to build advanced form templates. One of the features that can be especially useful is showing or hiding form fields depending on the value of another form field. For example, you can decide that some fields won’t be shown on the form unless the user checks a field that makes them visible. Thanks to this feature, you can make your form more readable and easier to use by hiding groups of form fields (or single form fields) that don’t need to be immediately visible.
Read this article to learn how to hide a group of form fields based on the value of one of the forms fields.