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(...) o;save password” and “external authentication” parameters – from now on both settings are “true” by default. BPSX file structure As previously BPSX is an XML format file and allows to define all necessary profile parameters. Parameter name  Comments Name Profile name. If a profile with an identical name already (...)

(...) uch permissions are granted automatically by the WEBCON BPS action to all persons who are able to edit form elements in WEBCON BPS. File editing permissions are granted based on the user ID in UPN format – persons specified by the user should have an account in Azure Active Directory.   Finish editing a file using OneDrive According to the designed process, after making any change (...)

(...) f a dynamic column. Thanks to the available options, users can set different widths of the Item list columns and thus adjust them to the type and amount of data entered, as well as present their informat ion in the most clear and attractive way possible.

(...) in a standard manner, i.e. an action is executed precisely where it was embedded in automation. Actions that operate differently from the standard mode are presented in the table below, along with informat ion on their mode or modes of action. Action name Mode of execution Read a barcode Standard behavior Add a b (...)

(...) e performed in the Workflow. History details the steps taken by the user and the paths they took to complete the assigned task and finish the workflow. This article summarizes the most important informat ion on the Instance history in WEBCON BPS Portal and related features.   Accessibility in Portal History in WEBCON BPS Portal can be accessed from the instance level. To access it, click (...)

(...) etter arrangement of disk space translates into enhanced performance and reliability of the whole system. This article describes the aforementioned archiving mechanism in WEBCON BPS and includes informat ion on its configuration.   NOTE: archiving should not be confused with backup – archived forms or attachments cannot be restored to the operational database. Archiving is a one-way, (...)

(...) user will be prompted as follows: "This add-in won't run in your version of Office. Please upgrade to either one-time purchase Office 2021 or to a Microsoft 365 account." Detailed informat ion on the runtime environments used by individual Microsoft add-ins can be found at: Browsers used by Office Add-ins - Office Add-ins | Microsoft Learn   Download Installation of the Ou (...)

(...) s button again to hide the panel. Profile settings – allows you to manage the profiles the add-in is associated with. About the Add-in – selecting this option displays a window with informat ion about the installed add-in version.   Creating a profile After installing the add-in, you are required to create a user profile. To do this, select Profile settings &nbs (...)

(...) would not load if the last-mentioned action is skipped.   Service role configuration   The service roles available in the WEBCON BPS system are discussed below along with informat ion on their corresponding modules in the “Running modules” report.   Basic features Each process database has one basic features module. This means that you cannot have (...)

(...) The Multiple lines of text form field allows you to enter greater volumes of text on the form. Depending on the configuration, this form field can be used as a text field or an advanced editor where format ted text is stored. The form field also has a useful feature that allows simple communication between people using the application, and storing informat ion in one place. This function is Append mode. (...)

(...) le for creating documentation, registrants, acceptants, and employees who carry out tasks assigned to them or who are otherwise affected by the process. In WEBCON BPS, the form fields that store informat ion about a person are: Choice field Data row Person or group Data table One of the data sources for some of these fields can be Domain users. This article provides a definition and i (...)

(...) the “Main mode” field. Proceed to the “Attachments to be processed” field and choose which files are to be added to the workflow. Define how the names of those files are to be format ted in the “Template for created attachment name” field. Possible variants for a name template can be viewed in the context-sensitive help. Fig. 4. Context-sensitive help for the (...)

(...) on e-mail content”   Example – “Start one workflow for each selected attachment” A “Cost invoice” workflow is created. For each attachment in .pdf format appended to each e-mail delivered to a mailbox (to a relevant folder) there is a cost invoice workflow started. The workflow form is filled out with downloaded data, i.e. date of receipt and e-mail s (...)

(...) the “Main mode” field. Proceed to the “Attachments to be processed” field and choose which files are to be added to the workflow. Define how the names of those files are to be format ted in the “Template for created attachment name” field. Possible variants for a name template can be viewed in the context-sensitive help. Fig. 4. Context-sensitive help for the (...)

(...) Applies to version: 2022.1.x and above; author: Krystyna Gawryał   Introduction The overarching idea of workflow in WEBCON BPS is to exchange written informat ion between system users and perform related tasks, such as reading, updating or modifying data on a form. Documentation in the workflow consists not only of workflow instances and filled out forms, but also files with various extens (...)

(...) received. For example, when a system receives a value that prior to its saving requires multiplying by 0.01, you need to create a rule that executes such calculation. What is more, you can define the format of the returned value, which is discussed in the following chapter. Business rule edition   Once the calculations are executed, the value is assigned to the indicated form field. Fo (...)

(...) d" action   The "LastValue" rule operation in practice     The “Path was used” rule The “Path was used” rule returns informat ion on whether a path defined in the “PATH_ID” parameter (path identifier) has been used.   An SQL query used in the "Path was used" rule   In a demonstra (...)

(...) , and E-mail templates for processes. The Sender field in these configurations will accept an E-mail addresses or Distribution groups with “Send as” privileges, and in the following format : tom.green@webcon.com If the Sender field is left empty in any of these configurations, the default sender address will be used.   This checkbox can be toggled after custom sender addr (...)

(...) has one Owner and three Members.   Fig. 1. Example of a BPS group   This group was used in the configuration of the "Internal audit" process intended to register informat ion for internal audit – it was used to grant privileges. The "Internal audit" process is part of the "Audits & Controls" application.   Fig. 2. Privileges (...)

(...) irectory (AD), Azure Active Directory (AAD) or whose members are external users. Dividing users into groups makes it much easier to manage their permissions, assign and delegate tasks, and exchange informat ion, for example, in case of absence. Until now, only the global system administrator had the authority to create BPS groups; similarly, only they could add new users to existing groups. However, f (...)