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(...) as needed, and press "Next." Fig. 11 Choosing what applications and processes should be imported.   The next screen will display the data sources found in the environment configuration and compare them with the imported sources. If identical sources are found, the system will overwrite them with the sources from the imported file. It will happen for all sources that have a chec (...)

(...) 2021 there is the ability of adding a link in the Portal’s side menu, which will redirect you to a specified page. This article describes how to add a link to the side menu.    configuration Go to WEBCON BPS Designer Studio -> System settings -> Global parameters -> Appearance.   Fig. 1. The configuration of the additional navigation link   After sel (...)

(...) o use them.     Hiding buttons    After enabling the Portal editing mode, users with Portal designer privileges can edit buttons directly in the browser. The configuration options are the same as when editing a button in Designer Studio.  Fig. 1. Enabling button edit mode.    Under the "Visibility" field in the button configura (...)

(...) tion's main page but can be used as an element creating, for example, administration dashboards for applications.    Fig. 5. The option to hide the start button visible in the configuration     The new appearance of the application page:   Fig. 6. Description of the application and task counters on the application page   Redirection to the co (...)

(...) er.   When a condition is met, the workflow performs the actions we have associated with it (create, delete, edit). The other actions are not executed.   Below you can see the configuration for the “Accept” path on the “Acceptance” step: Fig. 2 Conditions for selecting the right action on the "Accept" path   Now, we will show you h (...)

(...) ided text and returns the position where the specified string first occurs. Searching will start from the indicated position; the position of the first character is 1. This article presents the configuration and operation of the functions mentioned above on the form created for this purpose.   configuration of the CONCAT function To explain how to use the CONCAT function, we have creat (...)

(...) ed to “Suffix.” However, no changes have been made to the way it operates. If the currency code is placed after the number, use the “Suffix” field.   Fig. 1 New configuration of currency code and symbol display in WEBCON BPS 2021   However, for many currencies, the code goes before the number (e.g., for the US dollar). This is handled with a new configurati (...)

(...) ecause you can enable the user to send the task to their direct supervisor or assign it to the approver based on any condition you define.   Business case To present this action’s configuration and operation, we have created a workflow for declaring the requisition for office supplies. Fig. 1 Sample workflow   The start step is completing a requisition form on which t (...)

(...) h their tasks, and buttons for starting new tasks. It is possible to add a dashboard to a SharePoint site - this will be described in the Adding a dashboard to a SharePoint site section.   configuration To add a dashboard from WEBCON BPS Designer Studio, go to the "Presentation" section -> Dashboards and enter the new dashboard's name. Fig. 1. Adding a dashboard &n (...)

(...) y the OCR module, some of the form fields may remain blank. You can configure the form rule so that the cursor will be automatically placed on a field unfilled by OCR.   The Set Focus rule configuration In the presented example, the “Set focus” form rule containing the set focus function has been defined in the Behavior tab and will be executed during each form loading.   (...)

(...) In this article, we will show you: 1) how to configure the tagging process, 2) an example of its use to tag planned promotions, and 3) the opportunities related to it.   Tagging process configuration   Fig.1 Tagging process workflow diagram   In our example, each customer will have a separate set of tags that can be used when planning promotions.  For this proce (...)

(...)     System settings The analysis is generated via BPS service. There, you need to enable the “Basic features” option to use it. Go to the System settings -> Service configuration -> Services, select the appropriate Service, and check the "Basic features" option. After expanding this menu, go to the “Services” submenu and select your Service. The s (...)

(...) n create two separate lists. To do this, add a new "Role" choice field and provide the previously prepared fixed list of values as a source. Fig. 3 - The "Role" form field configuration In the advanced configuration of the item list, uncheck the “Allow delete” option - instead of deleting rows we will mark them as inactive. On the Register path, you should add the for (...)

(...) eady existing source using the WEBCON BPS installer. This article presents how to change users' synchronization from AD (Active Directory) to ADD (Azure Active Directory). Before changing the configuration of BPS users' synchronization in Azure, create a dedicated synchronization application – for more information, see WEBCON BPS integration with Azure Active Directory. Changing the BPS us (...)

(...) cess or workflow in WEBCON BPS. This article shows you how to create and configure them using Designer Studio or Portal. First, we explain how to do it in Studio and then how to do it on Portal. Both configuration s are very similar. Configuring start buttons in Designer Studio To configure a start button, open Designer Studio, choose the application for which you are creating the button and expand t (...)

(...) Test workflows This article uses two workflows to showcase running SQL procedures: UK Jobs Change (used in the Data operations article) and Update UK Jobs Change (configured for this article). The configuration and operation of these workflows are described below. Data input workflow The following screenshots show a fragment of the modified form containing the fields for entering data into the EMSI_J (...)

(...) eports Creating dictionary lists Buttons in the top menu allow you to work on the current project: Save – save the project. Publish – irreversibly migrate/transfer all configuration from Designer Desk to Designer Studio. After publishing, you can modify the process only from Designer Studio level. Remove test documents – remove test documents created during the design&n (...)

(...) Fig. 3. Item list at the Display step - grouping by Product and Subscription Status columns To configure grouping, go to Designer Studio -> Applications -> Workflows. First, in the step configuration , go to the Forms tab and click the tools icon next to the column after which the grouping will be set.   Fig. 4. The form configuration window of the Payment review step Fig. 5. (...)

(...) ng privileges to view and access the system, and also contains data of the company structure. Its status has to be constantly updated to provide users with uninterrupted access. This is why a correct configuration of this system element and monitoring the synchronization are critical system tasks. configuration To configure the list, go to Designer Studio -> System settings -> Global parameters -&g (...)

(...) , etc. Word groups search Cost invoice Returns all instances with words Cost and invoice, including linguistic inflections. In this case depending on the configuration of „All words” option, results will include instances with all provided words (option checked) or at least one of them (option unchecked). Complete phrase search (...)