Applies to version 2019.1; author: Jarosława Markopolska Introduction The instance number is a unique string of characters in the system (e.g., EXP/2020/09/00002) that uniquely identifies each workflow instance, and it is created when the instance is first saved. This number will always refer to the same instance and there is no option to change them, even by administrators.&nbs
Applies to version 2019.1; author: Józef Cyran Introduction WEBCON BPS allows you to generate/update Word documents (e.g. invoices, contracts) based on a template that inserts data from the system (e.g. data from the workflow instance that caused the file to be created) and also convert them to PDF (if necessary). To do this, you need our Word add-in to be downloaded from W
Applies to version 2019.1; author: Konrad Wojtycza Introduction In WEBCON BPS there is the option to add attachments to the workflow instance by using the standard action. This action works in two modes: Adding attachments from other workflows of the current WEBCON BPS content database, selected based on the instance workflow ID – the “Based on instance ID&rdqu
Applies to version 2020.1.3; author: Dawid Golonka Introduction One of the types of data stored in WEBCON BPS databases is the configuration of the elements that make up applications and processes. The configuration settings entered by a user are stored in the tables appropriate for the configured elements. The article provides a summary that schematically shows which table is r
Applies to version 2020.1.3; author: Konrad Wojtycza In WEBCON BPS you have the ability of changing the format of displayed form fields – “Date and time” and “Floating-point number” type. The format of displaying these fields also depends on the browser time zone settings and the selected WEBCON BPS system language. Date format depending
(...) . Adding users from an Excel file To add users, prepare an Excel file based on the defined template. This template can be downloaded from WEBCON BPS Designer Studio – go to the system settings tab -> BPS users list and click the Download template button. The system will download the Excel file with the defined columns in user data that should be entered. Fig. 1. WEBCON (...)
(...) BCON BPS license restart is important because without it the WebCon Workflow Service will not be started. After starting the service and logging in to Designer Studio, verify Services in the system settings -> Services configuration. If there are two services (old and new), the roles should be replaced with the new service, and the old one should be removed. 12. Changing the s (...)
Applies to version: 2020.1.x; author: Konrad Wojtycza The article is an update of the already existing article, it shows the configuration in version 2020.1.3. For the original see: BPS actions - introduction. Introduction Global form template Field matrix - basics Filling in field matrix Visibility tab Visibility - example Editability and required
(...) sh; Installation If the teaching process is started for the first time for a given contractor, a new dedicated template is created. The list of all templates can be found in the “system settings ” tab in WEBCON BPS Designer Studio. Fig. 1. OCR AI project in the “system settings ” tab If there was already a template for the contractor, it is trai (...)
(...) e “F1” button (and in the Managing BPS groups). After going through the accept path, let’s check if the group is available in the system. To do this, go to Designer Studio -> system settings -> Global parameters -> BPS users list. Fig. 6. The BPS users list in Designer Studio The configuration of the “Delete BPS group” action (...)
Applies to version 2020.1.3; author: Michał Kastelik WEBCON BPS compact forms adapt the application's main form to work on mobile devices and small screens. The compact appearance may differ from the main form in the layout, order of the fields, and other aspects. When you create an application with the main form on the WEBCON BPS platform, the system automatically creates its compact ve
(...) his article describes how to configure the HotFolder and check the service configuration. HotFolder configuration To configure a new HotFolder, go to WEBCON BPS Designer Studio -> system settings -> HotFolders. Fig. 1. The HotFolders tab Click the “New” button. Fig. 2. HotFolder configuration By default, HotFolder monitors the location i (...)
(...) “Purchase order” workflow Adding a user to the WEBCON BPS users list To add a user to the list from the portal level, you must have global system administrator privileges (system settings -> Global parameters -> Global privileges). Go to the Administration tab -> User management -> All users. Fig. 2. The Administration panel Fig. (...)
(...) dently of the user data synchronization, meaning it does not wait for it to be finished. Now, let us demonstrate where you can verify if a new user was created correctly. Go to “system settings ” (in the left panel), expand "Global parameters," and click on the "BPS users list." Here you can check if the user was created in the system. Fig. 7 List of BPS user (...)
(...) can also set the expected time for the instance to stay at a given step and the time that can be spend editing it, giving the employees useful information about the deadlines. system settings The analysis is generated via BPS service. There, you need to enable the “Basic features” option to use it. Go to the system settings -> Service configuration -> Services, select (...)
(...) r to specify the redirection URL during configuration, this address must be in the format https: // <site-address-in-format-fqdn> / signin- <schema-name > In BPS Designer Studio, open system settings , find the authentication provider section, select OpenID Connect, and click New. Then, complete the configuration fields: Active in Designer Studio” and “Active in BPS (...)
Applies to version: 2021.1.x and above; author: Kinga Bożęcka Employee evaluation is a process that is regularly carried out in each company. Automating such a process can save money by reducing the time required to assess employees and improve the workflow between superiors and employees. This article presents a scenario in which an employee and superior assess each other's competencies
(...) ribes the rules for configuring Task delegation substitutions, taking into account user privileges in the context of multiple databases, as well as the roles of WEBCON BPS Workflow Service and global system settings . Basic information Task delegation substitutions can be defined by users: Globally – the Substitute can perform the tasks of the Replaced person in all processes su (...)
(...) published projects will not be available until you purchase a license. First steps Administrator To enable access to the Designer Desk tool, go to WEBCON BPS Designer Studio -> system settings -> Global parameters -> Designer Desk and check the “Allow project creation in Designer Desk” option. In the “Grant access to Designer Desk” field, indicate users who wi (...)
(...) access. This is why a correct configuration of this system element and monitoring the synchronization are critical system tasks. Configuration To configure the list, go to Designer Studio -> system settings -> Global parameters -> BPS users list. Fig. 1. BPS users list To define the parameters of BPS users list synchronization, click the "Synchronization co (...)