Knowledge Base

Menu button is a button available in the top bar of a form in WEBCON BPS Portal, used to trigger automations added by the user globally or in a particular workflow step. The number of Menu buttons on the form corresponds to the number of defined automations. Defining more automations can reduce the readability and clarity of the form menu. The solution in this case is to group Menu buttons and the present article is devoted to this subject.

The Multiple lines of text form field allows you to enter greater volumes of text on the form. Depending on the configuration, this form field can be used as a text field or an advanced editor where formatted text is stored. The form field also has a useful feature that allows simple communication between people using the application, and storing information in one place. This function is Append mode.

This article lists the advantages of using the keyboard shortcut Ctrl+G in WEBCON BPS Designer Studio.

Thanks to the export/import mechanism, processes and any changes to them can be successfully transferred between the three environments: DEV, TEST, and PROD. However, changes made to global elements will not be transferred from one environment to another, unless an appropriate approach is taken. The present article describes this less common approach that should be used to successfully transfer updated global elements of a process.

The article describes the roles the services can perform in the WEBCON BPS system, and indicates modules linked with particular roles and presented in the “Running modules” report.

Microsoft Outlook is one of the basic tools used by office workers. Outlook Classic and Outlook Modern add-ins are responsible for its integration with WEBCON BPS Portal. They allow users to access their tasks, view the contents of selected forms, and use many other Portal features from within their e-mail correspondence, without having to close the e-mail application.
This article describes the method of installing Outlook Modern in Microsoft 365 Outlook web application and presents the add-in's main features.

Outlook Classic is an add-in that allows WEBCON BPS to integrate with the Outlook desktop application available as part of Microsoft Office, which is one of the most widely used applications for managing e-mail correspondence in enterprises. Upgrading it with a dedicated WEBCON add-in will allow users to efficiently handle tasks and processes from within the e-mail application itself, especially when working with external entities.
This article describes how to install the Outlook Classic add-in and provides examples of its use.

Increasing data volumes combined with shrinking disk space and decreased performance pose a challenge to every IT system. WEBCON BPS faces it with an extensive archiving mechanism that automatically removes data from process databases. The resulting better arrangement of disk space translates into enhanced performance and reliability of the whole system.

Instance history is an area where the user can check what actions were performed in the Workflow. History details the steps taken by the user and the paths they took to complete the assigned task and finish the workflow.
This article summarizes the most important information on the Instance history in WEBCON BPS Portal and related features.

This article discusses the logic applied to the execution of actions on path in "Pending in transaction" and "Pending after transaction" modes and presents a diagram visualizing operations executed before, during, and after action execution. It also explains how and when insert conditions in "On Timeout" actions are recalculated and how this impacts their execution.