Form fields

WEBCON BPS 2021 introduces new functionality of grouping rows of item lists. Now, users can collapse and expand groups and display subtotals when the column has been configured to display totals. This article describes how to configure and use this option on an example of a simple subscription management workflow. The subscription management process contains the “Subscription administrator” and “Financial administrator” form fields, and the item list with the following fields: Client, Product, Payment status, Subscription status, Date of reneval. The “Product” column contains information about programs/services subscribed by a client.

With the new configuration options introduced in version 2021, you can use prefix and suffix to enter the currency code or value. However, any information can be added there, allowing for interesting combinations and enhancing the form’s clarity. Read this article to learn how to use this functionality.

One of the WEBCON BPS basic features is pairing scanned documents with their electronic version (based on barcodes) and starting new workflows for files added to the configured folder – HotFolder. This article describes how to configure the HotFolder and check the service configuration. HotFolders enable the efficient implementation of many processes in the organization. If you have many different specialized applications, you can create many configurations of HotFolders to support them. By properly configuring network scanners, you can define what processes will be launched from which scanner code.

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.

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.

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.

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.

In WEBCON BPS, your forms can be ergonomic and comfortable to read, no matter how big they are. It is possible thanks to the feature that allows you to organize your form fields into groups and configure how they work and what they look like. To create a new group, open WEBCON BPS Designer Studio, go to the form fields, right-click on them, and choose "New group." Alternatively, left-click on Form Fields and choose a "New group" from the right menu. Once a group has been created, you can drag form fields and drop them on the group icon to add them to the group. Then, inside the group, you can order form fields by dragging and dropping them into their desired position. Please note that you can't move form fields outside of the process in which they were created.

HTML form fields are available since WEBCON BPS 2020.1.3. version - they allow you to use all HTML language tag. The HTML form field can be defined as adding a custom HTML code to the standard code of the WEBCON BPS form. This article describes the JavaScript functions that are available for item lists in the HTML form field configuration. In the HTML form field configuration, you can find many functions for both global and system elements of the process, as well as the attachments themselves. Depending on what you want to achieve, they can be used and configured in different ways. For this reason, it is worth knowing what possibilities, apart from the non-standard appearance, give us the use of HTML form fields.

The form is the basic element of the workflow process. Thanks to it, users have insight to information included in attributes or attachments, they work on them entering new information/ modifying previous ones. For users to communicate with the system, they need to get a suitable interface. This article shows the concept of “Field matrix” – a mechanism responsible for presentation of data from the system. In the second part, information about detailed Form field configuration was attached and configuration of over saving of matrix configuration was discussed. The ability of managing the visibility, editability and requiredness of form fields in WEBCON BPS has been provided to cover the possible business needs of the form. The matrix of form fields and functionalities available on the described tabs enable the advanced configuration and dynamic forms.