WEBCON BPS 2021 introduces the ability to invoke an external tool for editing PDF files directly from the form. Therefore, it is now possible to use a digital signature on a document without having to follow the path on the form. This is a very big facilitation that significantly improves the efficiency of processes. In this article, the functionality is tested on Google Chrome version 88.0.4324.104.
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.
In WEBCON BPS 2021, a new Set Focus form function has been introduced which can be used to automatically place the cursor in the edited field, after loading the form or changing the field value. Thanks to this, you do not have to manually place the cursor in the field. The Set focus function allows you to increase the dynamics and facilitate the work with the WEBCON BPS form. This article presents the operation of this function based on a business scenario – accounting process. Below you can see the form at the cost invoice registration step. The edit cursor is automatically set in the “Invoice number” field.
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.
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.
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.