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(...) will create a new SharePoint site.   Fig. 2 Process schema   To do it, we will go to the Workflow with this step, right-click on the step’s name and select “edit ”. Now, we should open the “Actions” tab, look to the left where an “Actions list” is and choose “On entry”.  To create a new action, right-click click o (...)

Applies to version 2020.1.3; author: Michał Kastelik   The article is an update of the already existing article, for the original see Importing and exporting data from an item list.   Introduction 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

Applies to version 2020.1.3; author: Michał Kastelik The article is an update of an already existing article; for the original see: HotFolder - adding scanned files to process.   Introduction 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 folde

(...) w you can configure and customize the theme. The ADFS login page is divided into sections you can see on the screenshot: Fig. 3 ADFS login page sections   Each section can be edit ed with PowerShell, CSS styles, or JavaScript. We recommend that you start your customization by making a copy of the default theme, and then we will walk you through the steps to modify it to suit (...)

Applies to version 2020.1.3; author: Michał Kastelik The WEBCON BPS platform has mechanisms for importing and exporting application templates between environments, e.g., test and production environment or WEBCON BPS On-Premises and the Cloud Platform environment. One of the possible uses of this functionality is testing your application in the test environment, exporting the application tem

Applies to version 2021.1.x; author: Michał Kastelik   In WEBCON BPS 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.

Applies to version 2020.1.3; author: Michał Kastelik   Introduction It may be necessary to grant access to WEBCON BPS Portal and its processes to users from outside the organization. Such a user will most often not have an account in the organizational Active Directory (or in another user database). Examples of such situations are: processes of negotiating contracts with

(...) #39;s start buttons. Read this article if you want to learn what they are and how to use them.     Hiding buttons    After enabling the Portal edit ing mode, users with Portal designer privileges can edit buttons directly in the browser. The configuration options are the same as when edit ing a button in Designer Studio.  Fig. 1. Enabl (...)

(...) down - moves the selected element one position lower on the list,  Move to bottom - moves the selected item to the bottom of the list.  Fig. 4. edit ing favorite element's display order.   The changes will be reflected on your Home page too. In the "Favorites" section, these elements are displayed a (...)

 Applies to version 2021.1.x; author: Michał Kastelik   Introduction The new version of WEBCON BPS 2021 has brought some changes in Portal's appearance. This article describes the most important differences compared to the 2020 version.   The new appearance of the main page On the main page of the platform, the Favorites elements (applications, reports,

(...) ;all modifications that impact the visual layer.  This functionality toggles a diagnostic mode in WEBCON BPS Portal, which registers all invocations on the form, i.e., form rules, JavaScript, edit ability, visibility restrictions, etc. (see full list below). Diagnostic mode is activated in the user menu by selecting the "Show diagnostics" option. All WEBCON BPS Portal users have acces (...)

Applies to version 2021.1.1; author: Konrad Wojtycza   Introduction In WEBCON BPS 2021, the form rules have been enhanced with new functions operating on text such as: CONCAT - combines two or more text strings into one text SPLIT - splits the provided text into parts, according to a specified separator. The function returns strings separated by semicolons ‘;&rs

(...) Fig. 4 Form field configuration using a prefix and a suffix   After entering the value, the effect visible on the form will be as follows: Fig. 5 Numerical form field in edit mode with prefix and suffix displayed   In read-only mode, field descriptions are also displayed: Fig. 6 Form field in read-only mode with visible prefix and suffix  (...)

Applies to version 2020.1.3; author:  Dawid Golonka In the WEBCON BPS system, the processed instances move from one workflow step to another. Tasks are assigned in these steps, and users or groups of users assigned to these tasks must perform an action. WEBCON BPS has a comprehensive tool that allows you to choose who the task should go to in the next step; it is configured in the ‘

(...) Presentation" section -> Dashboards and enter the new dashboard's name. Fig. 1. Adding a dashboard   You can also add the dashboard from the Portal level by clicking the edit button -> Add new -> Dashboard.   Fig. 1a. Adding a dashboard from the Portal level   It is possible to grant privileges for each dashboard separately. By default, th (...)

(...) pplies to version 2021.1.1; author: Konrad Wojtycza   Introduction WEBCON BPS 2021, introduces the Set Focus form function has which can be used to automatically place the cursor in the edit ed 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. This article presents the operation of this function based (...)

(...) _tag id to deactivate - a technical field storing the DET_ID. The value will be passed on from the promotion process. Initially, the tags that are already registered will be locked for edit ing. However, we cannot make the “Tag’s name” column read-only in the Field matrix because we will still need to add new tags. Therefore, the list in the Modification step should loo (...)

Applies to version: 2021.1.x and above; author: Michał Bednarz From version 2021, you can authenticate in WEBCON BPS with any provider using the OpenID Connect standard. In this article, we explain how to configure it using Google authentication as an example. Please note that the configuration is identical when you use another provider.  It is necessary to register the applicatio

(...) etermines if the last year's goals have been met. a) On the “Achievements” item list, set the “Achievement” columns as ready only, and the “Mark” column as edit able. b) Create the “Goals from last year” item list with two columns: Goal and Mark. c) The list initialization will configure to download the goals from the previous year: (...)

Applies to version: 2021.1.x and above; author: Paweł Fijał Introduction In WEBCON BPS, it is possible to change users' synchronization from an already 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' synchron