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(...) SharePoint Online   After selecting the appropriate version, enter: Server name and site collection User name and password – who will have the appropriate privileges to exeCU te the action of granting privileges   Click the Test button to check the correctness of the connection, and start defining the appropriate actions in the process.   2. Action (...)

(...) Reports visible after starting the tool   Global privileges If the source user has global privileges assigned in the system, the target user will also receive these privileges after exeCU ting the “Copy” action.   Fig. 4. The “Global privileges” window   Examples Adding a new employee If the organization has an assigned user who e (...)

(...) form field, you need to follow three steps: 1) create a Form rule containing the condition and the desired outcome that will be seen on the form 2) apply the form rule in the Form rule to be exeCU ted on value change section of a chosen field, i.e., connect the condition with the form field Case associated with contractor (or another form field in your application that will work as a checkbox t (...)

(...) t version. It can be used after pressing the Save button. WEBCON BPS 2020 uses compact forms on mobile devices and in the element preview window. This article describes compact forms and how to CU stomize them.   Fig.1 Compact form in the preview window   What is a form? On the WEBCON BPS platform, a form is a representation of one of the workflows in the proces (...)

(...) bsp;  The "Hyperlink" action type enables you to place a button in the form bar. This button can be used to launch a specific WEBCON BPS workflow, which can be a sub workflow of the CU rrent Workflow. It can also link to other relevant information, e.g., doCU mentation for the process or guidelines that should be taken into consideration before submitting the form. Workflow automatio (...)

(...) rate on lists. This article describes actions that enable linking the WEBCON BPS application with the content on SharePoint Online. Below you can see an overview of the actions we are going to disCU ss.   Fig.1 List of all available SharePoint actions Using WEBCON BPS Designer Studio and SharePoint, you can also create SharePoint groups, manage their members and add SharePoi (...)

(...) o the left where an “Actions list” is and choose “On entry”.  To create a new action, right-click click on it and choose “Add” (or use the  CTRL + N shortCU t). Click on the new action and in the “Action type” on the right expand the folder “SharePoint content” and choose “Create a site” from it.   Fig.3 (...)

(...) 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 doCU ments with their electronic version (based on barcodes) and starting new workflows for files added to the configured folder – HotFolder. This article describes how to configure the HotFolder and (...)

(...) pplication export This function allows you to transfer application templates between different WEBCON BPS installations. If you have a development or test environment, you can quickly transfer the CU rrent version of the application there. Thanks to that, you can make changes and test them in a separate environment without any risk to the production environment.   To export an applicat (...)

(...) Applies to version 2021.1.1; author: Michał Kastelik   WEBCON BPS 2021 has introduced new appearance and display options that allow you to further CU stomize 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 editing (...)

(...) rst, open it in your Portal. Then, hit the star button in the menu on the top right, press the "Add to favorites" button, enter the name for the shortCU t and confirm by pressing "Save."   Fig. 2. Naming the shortCU t for a favorite button.​​​​​​   After saving the data, the shortCU t should (...)

(...) p;  Fig. 10 Visibility on the field matrix   The rule for changing the "Total value."  The rule for changing the "Total value" was exeCU ted. The "Show information when approval is required" rule contains the business rule "Total value> 1000", which returned false, thus causing the "Information" fo (...)

(...) for editing the user? If yes, edit the user.   When a condition is met, the workflow performs the actions we have associated with it (create, delete, edit). The other actions are not exeCU ted.   Below you can see the configuration for the “Accept” path on the “Acceptance” step: Fig. 2 Conditions for selecting the right action on the "Accep (...)

(...) If no separator is found in the provided text, the function will result in one line of text. INDEX OF – searches the provided text and returns the position where the specified string first ocCU rs. 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 (...)

(...) Applies to version 2021.1.1; author: Michał Kastelik  So far, it was possible to display a CU rrency code or symbol next to numerical fields in WEBCON BPS. This made the form more readable and facilitated user orientation in the case of multi-CU rrency forms. However, WEBCON BPS 2021 has introduced some improvements that are described in this article. Prefix and Suffix The name of the (...)

(...) the next step; it is configured in the ‘Task assignment’ tab on the path that links two steps.   However, this is not the only way to assign a task to the user. This article disCU sses how you can use the “Choose an approver” action to assign a task. This action allows for greater flexibility when selecting the approver because you can enable the user to send the ta (...)

(...) lies to, which value is to be aggregated and set the widget formatting. The available options for the layout scheme are: Top accent Left accent Info Basic After selecting the “CU stomize” option, you will see additional configuration to set the tile and value appearance and add a header and/or footer; you can also choose their formatting.   Fig. (...)

(...) ag planned promotions, and 3) the opportunities related to it.   Tagging process configuration   Fig.1 Tagging process workflow diagram   In our example, each CU stomer will have a separate set of tags that can be used when planning promotions.  For this process, we need the following form fields: Fig.2 - Tagging process form fields   (...)

(...) ample, it is possible to check whether some employees spend too much time performing a task assigned to them. This will help you identify bottlenecks in your processes and take steps to bring task exeCU tion times in line with the expected parameters (e.g., by making the form more intuitive and adding tooltips). You can also set the expected time for the instance to stay at a given step and t (...)

(...) that the endpoint with metadata (autodiscovery) is available at <Authority>/.well-known/openid-configuration. During registration, we will obtain the data necessary for configuration: CU stomer ID Client secret key Remember to specify the redirection URL during configuration, this address must be in the format https: // <site-address-in-format-fqdn> / signin- <schema-n (...)