(...) Applies to version: 2025 R1 and above, author: Krystyna Gawryał Introduction Instance history is an area where the user can check what action s were 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 information on the Instance history in W (...)
(...) uo;Database” node, and choose the database in the “Archive database” group. The database indicated here is used by all the processes for the “Archive workflow instances” action unless a different database is defined for a given process. You can attribute a dedicated archive database to the selected processes in the process configuration in the “Settings” tab. (...)
(...) the gear icon available in the upper right corner of the application window, and then select View all Outlook settings. Next, go to the Mail tab, select Customize action s, and check the box next to WEBCON BPS Add-In. After going through the above steps, the Outlook Modern add-in is ready for use in the web application. Installa (...)
(...) -in will now be available in a dedicated area on the MS Outlook ribbon. The WEBCON area, where the Outlook Classic add-in is visible, includes the following three action s: Show/Hide – selecting this option displays the add-in panel. Click this button again to hide the panel. Profile settings – allows you to manage the profiles the add-in is associ (...)
(...) Applies to version: 2022.1.x and above; author: Łukasz Maciaszkiewicz Introduction WEBCON BPS uses services to run special operations that generally do not require user interaction . Unlike Portal, which acts as a host for a website, the service can have multiple roles performing calculations and executing long operations defined previously by a user. This article describes the roles the servic (...)
(...) vidual users before they can begin working in the system. This can be done manually in the Admin panel on Portal or via Designer Studio. This can also be handled by using the Manage BPS user licenses action , which means assigning licenses can be expedited to WEBCON BPS application (i.e. some form of Onboarding process). License Keys In both models, before users may begin using the system (...)
(...) stomer queries – the user can access exactly the process or step associated with the instance whose identification data was provided by the customer. Note that performing the above-mentioned action s takes you directly to the indicated process/step. Therefore, it is a good idea to save your work with the current application in Designer Studio before pressing Ctrl+G.
(...) ser globally or in a particular workflow step. Choosing this form of triggering automations allows you to maintain a high level of readability of the form – an automation (including one or more action s) is available under a single button, which, when pressed, causes its action s to be executed in a "top to bottom" order. The number of Menu buttons on the form corresponds to the number (...)
(...) ;, and “Starting workflow settings” you can save your HotMailBox by clicking the “Save” button in the upper bar. When correctly saved, a message appears with information on action s to be taken to make the changes in the HotMailBox effective. Service configuration After saving the HotMailBox, enable the “E-mail/MailApproval inbox monitoring” role in (...)
(...) ;, and “Starting workflow settings” you can save your HotMailBox by clicking the “Save” button in the upper bar. When correctly saved, a message appears with information on action s to be taken to make the changes in the HotMailBox effective. Service configuration After saving the HotMailBox, enable the “E-mail/MailApproval inbox monitoring” role in (...)
(...) ath to move to the step where an agreement file is generated with the data they entered in the form fields. Generating an agreement – a step containing the “Generate the PDF file” action triggered with a menu button. A template used for generating the agreement file contains a barcode with an ID of an “Agreement” workflow document the “Generate a PDF file” act (...)
(...) g. .docx, .txt, .xls, .pptx, .pdf, .png.) added to the instance as attachments. This article describes how to present and group files added as attachments in WEBCON BPS Portal, as well as selected action s triggered by events related to attachments in workflow instances. Presentation and grouping of attachments The primary tool that can be used to define the appearance of the attachmen (...)
(...) Clones a selected row. 4 Allow deleting Deletes a selected row. 5 Show ID column Displays action column containing “Delete” and “Clone” action s. 6 Show reload button Displays the “Restore defaults” button. (...)
(...) “Step entry date” form field is populated with the date of entering the “Business owner verification” step. The business rule inserted in the "Validate form" action The “Get exchange rate" rule It is possible to use simultaneously global business and form rules. The screenshot below presents the “Get exchange rate&rdquo (...)
(...) Applies to version: 2022.1.4 and above; author: Grzegorz Straś Introduction In the configuration of action s (e.g. Send a custom e-mail) and in E-mail notification templates, it is possible to define an account that will be used as the sender instead of the default sender address. This can be either an E-mail address or a Distribution group with “Send as” privileges (...)
(...) t and data table form fields using the GUID identifier in HTML templates used in the “Generate a PDF file”, “Generate an HTML printout”, and “Send a custom e-mail” action s. GUID The GUID number is an alphanumeric identifier of a configurable element, such as a form field, workflow, or process, whose value is constant and unique irrespective of the envi (...)
(...) r Studio At this stage, the technical team implements the user's concepts, i.e. prepares the application for production deployment. In other words, developers extend the project by configuring action s, rules, form field visibility and requiredness settings, as well as default values and data sources for it, so as to turn it into a fully working application. Fig. 3. Configuration (...)
(...) ure and cannot be changed by the end user in any way. A set of rules defined by the administrator is in such case applicable not only to the content of the form, but also to all system elements, e.g. action s, starting new instances, etc. On the other hand, form rules generally form more flexible framework and give end user more freedom. The rules, which apply only to the form, potentially enable expe (...)
(...) tput, as well as professional experience of the University, including its economic, HR, and technical potential, together with WEBCON’s economic and social status for further, including mutual, action s taken to accomplish developmental missions and programs of both Parties. First, mutual activity will be taken as soon as this semester to utilize the WEBCON BPS system as a tool facilitating dida (...)
(...) "weak points" in a process or workflow, as well as elements that need improvement. Users can follow the Trends – if the situation changes for the better, it is a signal that the action s taken are right, if for the worse, it is easy to check since when this state has been present and look for its cause. In addition, the available data can be used as a tool to develop key performa (...)