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 Applies to version 2021.1.x; author: Michał Kastelik   Introduction The new version of WEBCON BPS 2021 has brought some changes in Portal's appearance. This article describes the most important differences compared to the 2020 version.   The new appearance of the main page On the main page of the platform, the Favorites elements (applications, reports,

Applies to version 2021.1.1; author: Kinga Bożęcka WEBCON BPS 2021 introduces the mechanism of diagnostics and recording the behavior of the form and other elements of WEBCON BPS Portal. This mode is a successor to the old Debug mode which was used to track all modifications that impact the visual layer.  This functionality toggles a diag

Applies to version: 2020.1.x and 2021.1.x; author: Dawid Golonka   Introduction This article explains how to enable the analysis functionality in WEBCON BPS Designer Studio 2020. When you edit a step in Designer Studio, you can open the "Analysis" tab to see how long the instances were staying at a given step and how much time was spent editing them. Thanks to this,

Applies to version: 2020 R1 and above; author: Krystyna Gawryał See also: Substitutions in WEBCON BPS Substitutions in 2019 version   Introduction One of the available types of substitutions in WEBCON BPS is Task delegation substitution. Thanks to this functionality, tasks can be performed for an absent employee, while ensuring that the scope of rights granted to their

Applies to version: 2021.1.x and above; author: Marek Suchowiejko Introduction Most applications supporting business process automation are created in IT departments. The key to success is the effective communication of requirements and expectations – the quality of the completed system depends on how well its specifications were communicated between the intended audience and desi

Applies to version 2020.1.x and 2021.1.x, author: Krzysztof Gawczyk Introduction This article explains how to create and configure reports in WEBCON Designer Studio and on Portal. You can configure various views for your reports to present data (e.g., use charts, tables). It is also possible to create one report with all tasks, and views for each step. In this article, you will learn ho

Applies to version: 2021.1.x and above; author: Konrad Wojtycza     Document generation actions The application designer can use several actions to generate documents from templates in WEBCON BPS. They are grouped in the group "Excel, Word and PDF".   Fig.1 . Document generation actions.   Generate/Update Word file The configuration

Applies to version: 2021.1.x and above; author: Michał Kastelik Introduction Version 2021 has introduced a new feature for the environments in which there are many different people creating and modifying applications and processes. Now, you can define dedicated connections and data sources for your applications which should simplify the administration work. You will also avoid situations in

(...) privileges to the instance. You can use the “Change form type” action, which allows you to change the type of the form you are currently working on. This action is available only for the menu button trigger. Example workflow An example workflow for registering contracts has been created. Access to individual contracts depends on the confidentiality level, which can be changed.   (...)

(...) ll be shown to users in the “Task details” section of the form. Actions List of actions carried out at the step entry/step exit, “Timeout” actions menu button s List of menu button s, their function and correlated actions Workflow control In case of the workflow control step - you must define a business rule that will select a path lea (...)

(...) s trigger will not be migrated into automations. The WFTimeoutActions table will be deleted from the database. It is no longer needed since each timeout will now be associated with an automation. menu button s that have a Printout a barcode label action defined on them will have an additional business rule added to their visibility condition: one that states that the button will only be visible if the Doc (...)

Applies to version: 2022.1.3 and above; author: Konrad Wojtycza   Introduction Configuration of processes in WEBCON BPS indispensably involves the creation of rules, be it a business rule or a form rule. To optimize the work, it is a good idea to use the keyboard shortcuts available in WEBCON BPS and the keys provided by the operating system. This article describes how t

(...) receiving and registering incoming documents to one, appointed unit (often the main office) or person. To prevent unauthorized barcode label printouts, it is possible to restrict the availability of menu button triggering printout a barcode label action to defined workstations, users, or defined users working on defined workstations.   This article describes a sample configuration restricting the (...)

(...) nd uploading it to the system.   The logic of execution of actions and operations on path The following actions are run precisely at the place they were embedded in the automation flow: menu button , On browser opening, Upon instance deleting, On timeout, On attachment add, and On start (cyclical). In their case the “Pending in transaction” and “Pending after transaction” (...)

(...) the action is used to archive selected workflow instances. It is possible to run the action in the following contexts: “On entry”, “On exit”, “On timeout”, “menu button ”, “On path”, “Upon instance saving”, and “On start (cyclical)”. Archived instances retention – the action is used to execute operations on the alread (...)

(...) Applies to version: 2022.1.x and above, author: Krystyna Gawryał   Introduction menu button is a button available in the top bar of a form in WEBCON BPS Portal, used to trigger automations added by the user 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 o (...)

(...) 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” action applies to. A task holder (...)

(...) rt PDF files and scanned documents into their editable form. When the action is configured On attachment add, it is not required to go through the path or additionally trigger the automation with the menu button . The text layer will be prepared automatically when the attachment is added and, depending on the settings, the original file will be replaced by its editable equivalent or saved together with it in (...)

Applies to version: 2021.1.x and above; author: Agnieszka Burda   Introduction With WEBCON BPS you can use API interface. The article available here: https://community.webcon.com/posts/post/the-invoke-rest-web-service-action/170/ describes the “Invoke REST Web Service” action provided in Designer Studio that allows users to use external services sharing their own API. Th

Applies to version: 2022 R4 and above; author: Łukasz Maciaszkiewicz   Introduction In WEBCON BPS system applications, processing values entered by end users in forms is a fundamental function, alongside data gathering and analysis. The system offers several solutions to quickly and easily define arithmetic operations on values entered in form fields. This article provides examples