(...) ication” tab Setting the URL to the resource of the employee selected on the form – the login should be set in the UPN format Fig. 6. The “Request data ” tab and URL to OneDrive resource of the selected employee Setting the resource ID (drive) that is returned to the “_OneDriveID” technical field. (...)
(...) ctions in workflows. 1. SharePoint Site Collection To configure the actions running in the SharePoint Online environment, first create a connection. In Designer Studio, go to the data sources tab -> Connections -> SharePoint Site Collection, select the “New” button in the menu, and set the connection details. Fig. 1. The configuration of th (...)
(...) configuration of the validation action for checking the date and time fields The validation condition may also contain an SQL query that can, for example compare values returned from the data base with values entered on the form. The appropriate SQL query syntax also allows the expression itself to be a validation condition. Fig. 9. The configuration of the validation act (...)
(...) eader Definition. You will see a blank space. Click on it and after that you will see square brackets and a plus button. Now, you need to choose (or write) an IF THEN function and complete it with data as shown on the screenshot below. In a graphical form, the rule looks like this: The rule we show you in the picture uses an IF THEN function in its shortened version. How do yo (...)
(...) p (i.e., a non-default step form) and its default form. Warning: the changes made on the compact workflow form or on a compact step form will not be introduced into the WEBCON BPS system data base unless you have previously broken the inheritance for the given form. Modifying a compact form The compact form has the same configuration options as the main form. In its (...)
(...) Applies to version 2020.1.3; author: Michał Kastelik 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 for (...)
(...) ated column A new column configuration window will be displayed. The language in which the formula should be defined is SQL. In the calculated column, use the field names from the data base (e.g., WFD_AttText1) - it will return the value from the form field for a given instance. Fig.3 Selecting data type returned in the column Calculated columns ca (...)
(...) ew reports for Q3 2020&PARENT_WFDID=7&AttDateTime1=2020-08-05T00:00:00&AttChoose2=4#Reports&AttChoose1=1#High The expression has two parts. The first part starts with the data base ID (/db/1), then there is the information which application should be started (app/13/start). After that, the expression tells which process and Workflow should be initialized (wf/8/dt/8/form). I (...)
(...) e form. After linking the fields from the form with the action parameters, a new site will be created, and an absolute URL link to it will be entered in the form field. Fig.4 The form data that will be used to create a site Fig.5 A new site created from the form data Add a new list element This action lets the user add new elements to the indica (...)
(...) ons to SharePoint Online and On-Premises versions from SharePoint 2013 to 2019 are supported. Fig.1 Validation of connection with SharePoint After starting the "data Sources" module in Designer Studio, expand the Connections tree and go to "Connections to SharePoint" and then create a new connection. In the configuration window, enter (...)
(...) dash; you can define the name under which the file will be loaded to the workflow (by default – the name of the file that will be scanned). If you want to change this name, use date tags in the data base timezone Year %yyyy% or %yy% Month %MM% Day %dd% Hour %HH% Minutes %mm% Seconds %ss% (...)
(...) ou have chosen the application to be imported, the import window will appear. You will see the name of the file, its description, the version in which the application was created (under "Package data base version"), and the version of the environment into which you want to import the application (under "Environment data base version"). Please remember that the versions have to be the (...)
(...) 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 data base). Examples of such situations are: processes of negotiating contracts with contractors employment of subcontractors and contract employees consultation with external consultants (...)
Applies to version 2021.1.1; author: Michał Kastelik WEBCON BPS 2021 has introduced new appearance and display options that allow you to further customize your application'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 editin
(...) r the name for the shortcut and confirm by pressing "Save." Fig. 2. Naming the shortcut for a favorite button. After saving the data , the shortcut should be added to your "Favorites" as a button. It will be listed when you press the star button (top right) and on your Home page. Once pressed, it will open (...)
(...) he diagnostics, it records what you do inside a browser’s tab on the Portal; it stops registering when you save the session. ATTENTION: Please save your session so that full data can be sent to the administrator. If you terminate the session without saving, e.g., by resetting, canceling, or refreshing the browser tab, the administrator will receive incomplete data . T (...)
(...) creating users (at the Start step) The “Registering person” and “Date” fields are automatically filled in. For the form fields included in the "Personal data " group, you must manually enter the data needed to create an account. The fields that must be completed are: BPS ID (user ID), Full name, E-mail. The other fields are op (...)
(...) the form is sent to your supervisor. Using this built-in action (called “Choose an approver”), you can assign the task on the next step to the supervisor of any person whose data is on the form. In our example, on the form in the registration step, we enter the employee’s data for whom the equipment will be ordered and then complete the information a (...)
(...) 9; system main pages with your dashboards. This article shows how you can use widgets on dashboards. For our example, we will create two sample dashboards. One would contain reports and data related to the service administration. The second one would display data for the rest of the employees, reports with their tasks, and buttons for starting new tasks. It is possible to add a dashboard (...)
(...) h instance it should download the tags used in the process. The next thing we should do is configuring the tag-related form fields. First, create the “Tag” choice field. Configure its data source so that only active tags for that client can be selected. See how in figure 6 below. Fig.6 - Source configuration for the Tag field Thus, the following tags (...)