Applies to version: 2022.1.3 and above; author: Krystyna Gawryał Introduction The wide range of form fields and features offered by WEBCON BPS makes it possible to create forms, reports, etc. not only tailored to the user's preferences, but also aesthetically diverse. However, if the user would like to further distinguish the information contained on the workflow instances or
Applies to version 2019.1.x; Author: Przemysław Sierant Introduction WEBCON BPS 2022 introduces a new version of the mobile application. One of the changes made is the process of creation of the user profile. It is still possible for the system administrator to prepare a BPSX file in order to send it to a specific user as it was done so far. Specific configuration can be found h
(...) rom the data source. This article discusses the above-mentioned functionality with an example of item list including installment payment schedule. Case description A bank prepares a credit installment payment schedule for its client. The client can view the schedule, but cannot sort the item list, as the schedule is fixed and cannot be modified in any way. A simple four-stage workfl (...)
(...) Introduction WEBCON BPS has a new feature, which is the ability to work with attachments in the form of files stored on OneDrive. A user with the appropriate permissions will be able to edit such MS Office files (Word, Excel) in Microsoft 365 both in a desktop browser and from mobile devices. In addition, files placed on OneDrive as part of the process will be available for edit ing by mu (...)
(...) 2022.1.3 and above; author: Krystyna Gawryał Introduction Item list is a form field displayed as a table with definable columns that contain user’s data. This form field can be edit ed to the extent provided by the system: users can change the column values as well as add, delete, and clone individual rows. It is also possible to independently configure the Item List columns and (...)
(...) oal for version 2022.1.4 was to make it available for Power BI queries. There is also the issue of the nature of WEBCON BPS data – it is dynamic. Not only can the data on forms be constantly edit ed by users, but also the definition of WEBCON BPS processes can change. Specifically, after changing the process or form field names, it will be necessary to reload the data in Power BI. Otherwise, t (...)
(...) nding in transaction Remove privileges Pending in transaction Add privileges Pending in transaction Start edit ing a file using OneDrive Pending in transaction Run an SDK action Standard behavior, Pending in transaction, Pending after transaction (...)
(...) icons and their meanings are listed in Table 1. Table 1. Step icons in Instance history with their explanations Actions on an instance and color coding in History Instance can be edit ed at every step of the workflow, and in some cases, even after the workflow is finished. All changes within an instance are also reflected in History, so as to inform the user what was changed, by wh (...)
(...) ored in configuration database in the “Services” table in the “S_ArchivingDeleteTimeout” column. The report also includes “Reset”, “Delete”, and “edit ” buttons. The first one allows users to reset the number of undertaken attempts to “0”, which results in restarting instance processing. The “Delete” button allows users (...)
Applies to version: 2022.1.x and above, author: Krystyna Gawryał An updated article is available [here] Introduction Microsoft Outlook is one of the basic tools used by office workers. Outlook Classic and Outlook Modern add-ins are responsible for its integration with WEBCON BPS Portal. They allow users to access their tasks, view the contents of selected forms, and use ma
Applies to version: 2022.1.x and above; author: Krystyna Gawryał Introduction Outlook Classic is an add-in that allows WEBCON BPS to integrate with the Outlook desktop application available as part of Microsoft Office, which is one of the most widely used applications for managing e-mail correspondence in enterprises. Upgrading it with a dedicated WEBCON add-in will allow users to e
Applies to version: 2022.1.x and above, author: Krystyna Gawryał Introduction One of the basic implementation assumptions of WEBCON BPS is work on three environments: development (DEV), test (TEST), and production (PROD). As long as certain conditions are met, processes and any changes to them can be successfully transferred between those environments thanks to the built-in applic
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
(...) 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 expedit ed to WEBCON BPS application (i.e. some form of Onboarding process). License Keys In both models, before users may begin using the system, a “License package” must be downl (...)
Applies to version: 2022.1.x and above; author: Krystyna Gawryał If you want to quickly check in WEBCON Designer Studio the configuration of the workflow instance you are working with in Portal, the keyboard shortcut Ctrl+G may be helpful. When you press it, the following window is displayed: In this window, enter the URL of the workflow instance whose configuration you want t
(...) troduction 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 edit or where formatted text is stored. The form field also has a useful feature that allows simple communication between people using the application, and storing information in one place. This function i (...)
(...) nalogous to adding a new automation: After adding the button, configuring automation and visibility, the newly created button will appear in the menu when the workflow instance is in edit mode. If you need to configure many automations, and thus add multiple Menu buttons, a drop-down list called User actions containing all user-defined buttons is automatically created (...)
Applies to version: 2022.1.x and above, author: Krystyna Gawryał Introduction Users who participate in a business process take on specific roles: there are those responsible 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 information ab
Applies to version: 8.1.x and above, author: Martyna Kubiak Functionality description With WEBCON BPS users can now create HotMailBoxes. A HotMailBox automatically starts workflows or adds files to them whenever an e-mail message is delivered to an inbox configured in it. A HotMailBox can operate in one of the following modes: • “Start one workflow for each e-ma
Applies to version: 8.1.x and above, author: Martyna Kubiak Functionality description With WEBCON BPS users can now create HotMailBoxes. A HotMailBox automatically starts workflows or adds files to them whenever an e-mail message is delivered to an inbox configured in it. A HotMailBox can operate in one of the following modes: “Start one workflow for each e-mail” &l