From the point of view of business requirements, a common need is the approval of the document by people on the designated approval path. WEBCON BPS introduces functionality that simplifies the configuration of such a scenario – a list of items. A person authorized to approve can edit only the line to which they are assigned. As for all other tasks, the settings for simultaneous execution of tasks determine whether the instance must be approved by one of the people indicated on the approval path or all indicated people. The second situation can be divided into a scenario in which a task is assigned to all people approving the instance and the same time and a scenario in which people from the approval path verify them one by one. This article describes the configuration of all three scenarios.
When creating the configurable e-mail templates there is the option to add fields from the form. This article describes how to add an item list and SQL data table fields. To enter these types of fields in the template is needed: basic knowledge of HTML language (specifically building tables) and a process that contains an item list and a data table. After defining these types of fields on the form, create the “Send a custom email” action that contains the HTML code creating a table with data from the form.By using HTML knowledge you can create configurable e-mail according to your needs. This functionality allows you to control how data on the item lists and data tables will be displayed on the form.
When building your business proces, there is the ability of adding a logo, picture, or other image decoration to the form – the simplest way to this is by using the “Picture” form field. WEBCON BPS Portal gives the ability to calculate the value of the picture in real time (without the need to save the document).Thanks to correctly configured form rules, you can easily manipulate pictures. This will help you to organize reports and increase the transparency of the presented data.
During document processing, it is important to check the correctness of the entered data – mostly to make sure that an incorrect value doesn’t cause issues further down the workflow. WEBCON BPS gives access to multiple avenues of form validation: RegEx, ‘Validate form’ action, and the one we will be taking a closer look at– setting up a form rule on the path. This article describes the use of this functionality. Embedding the correctness rule on the workflow path is a convenient and fast way to verify fields. In addition, it simply limits calling the rule to a specific place of the workflow. Verifying the correctness of the entered data allows you to avoid mistakes and therefore spend less time correcting them.
Setting up default values in form fields is one of the most basic and easy things that we can do to facilitate and improve the user experience of working with forms in the WEBCON BPS system. The following article describes the various methods used to configure the default values and examples of use. There are a lot methods for setting the default values of form fields and each of them has its use in different scenarios. However, its is important to remember that the configuration under the hood should also be kept as simple and efficient as possible, so that it is easier to reconfigure in the future and so that it does not negatively impact loading times.
In WEBCON BPS 2020, it is now possible to display form field in groups horizontally. The group with horizontal arrangement can contain a maximum of three fields. This option is available only in the MODERN form. To be able to horizontally display the form fields in groups, go to the group configuration and check the “Horizontal arrangement of form fields in group” option. After checking this option, the fields in groups with up to 3 form fields will be displayed horizontally. If you add another form field into the group – the view will automatically change to vertical.
In the WEBCON BPS 2020 version, the application reports have been expanded with the ability to display data from an Item list form field. In the report configuration, you can add columns of the selected item list – data from only one item list can be presented at one time. f the item list will display multiple rows on the report, the values of the other normal form fields displayed in the same report will be replicated for each row. The ability to add columns of the item list is exclusive to Table reports.
This articlle presents the maximum number of various types of form fields (limit per process) and the maximum number of various types of item list columns (limit per item list).
WEBCON BPS platform allows you to manage business processes in multinational and multilingual environments. Particular parts of the form were designed in such a way, that you can provide translations to any language that is used by the users while creating the workflow.
From version 2019.1.2 on multilingual choice fields are complimentary to forms created with multilingual usage in mind. This functionality allows you to define choice dictionaries so that the text displayed in them is coherent with a language in which the form is presented to the user.
The Choice field” form field is used for selecting a value from a set list of choices (either predefined, or loaded from a data source). Until now, there were two ways of selecting these values: from a drop-down menu (default) and through a separate “SharePoint picker” pop-up window (this option allows multiple values to be selected). Version 8.3 adds a new option to the list of Choice field behaviors: Autocomplete.