Actions

While functional, the standard template often falls short in flexibility and appeal, which are crucial for standing out in the crowded inboxes of today's email users. Our motivation for redesigning the default template was driven by a desire to enhance visual appeal, improve user engagement, and provide a more personalized experience that aligns with modern expectations.

WEBCON BPS meets the challenges associated with written communication in international companies by offering the possibility to send Email notifications in multiple languages at the same time. However, the functionality is subject to certain rules that may require the user to take additional actions or, for example, affect the visibility of people exchanging correspondence.
This article describes the dependencies that apply when sending notifications in a multilingual environment.

This article provides detailed instructions for configuring SignalR Barcode Service from the point of view of the Global system administrator.

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.

WEBCON BPS has a new feature, which is the ability to work with attachments in the form of files stored on OneDrive. A user with the appropriate permissions will be able to edit such MS Office files (Word, Excel) in Microsoft 365 both in a desktop browser and from mobile devices. In addition, files placed on OneDrive as part of the process will be available for editing by multiple users at the same time, and any changes they make will be visible to others in real time.

The WEBCON BPS 2022 version introduces a new For each operator, which allows you to configure an action, operation, or automation for each element from the selected collection. The operator iterates over the collection elements, which can be an item list, any data source, attachments added to the workflow instance, and any collection defined as a business rule.

Automations are an overhaul to the Action mechanism in WEBCON BPS 2022. Existing actions will be incorporated into Automations which aim to provide:
1) Visual clarity and easier management of large numbers of actions
2) Robust error handling
3) "Temporary" Local parameters that are discarded after the Automation completes

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.

Electronic documents often contain barcodes that allow you to find the appropriate document in the system using a barcode scanner. The “Read a barcode” action is used to decrypt information saved in the barcode and transfer it to the WEBCON BPS form. The action supports a wide range of numeric and alphanumerical barcode standards such as Code 128, EAN-13, QR Code, UPC-E. The “Read a barcode” action allows you to read the barcode content from the attachment added to the process instance and enter it on the form. The wide range of barcode standards supported by the action makes it a universal tool.

This article describes the “Read data from an Excel file” action that allows you to import data from an Excel file to the form. It can be especially useful when the process requires entering many slightly different documents – thanks to this, you can quickly complete fields on the WEBCON BPS form. It also can be used when you do not want to create accounts and give access to internal company resources to external people. We have created the simple “Leave requests” workflow with the “Read data from an Excel file” action. It allows an employee (who temporarily does not have access to the company’s intranet) to submit a leave request.