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Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction WEBCON BPS allows you to optically recognize of instances and then, assign their values to the appropriate form fields. The following article describes the method of configuration a process to read data on the instance.   The configuration of WEBCON BPS system To run the OCR AI you

Applies to version: 2020.1.x and above; author: Tomasz Słuszniak   One of the methods to start a bpm workflow in WEBCON BPS is to use REST API BPS. It can be especially useful in situations such as: Data exchange between different WEBCON BPS instances – e.g., there is an internal application for your organization and a public application available for your clients. Da

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction WEBCPON BPS supports your office365 workflow by enabling you to generate printouts (e.g., car reservation, order, or shopping list). It is possible when you use the MS Word add-in. This article describes how to Install the add-in. Installation To install the add-in, go to the WEBCON BP

Applies to version: 2020.1.x and above; author: Adrian Baszak   Introduction Setting up default values in form fields is one of the most basic and easy things that we can do to facilitate and improve the user experience of working with forms in the WEBCON BPS system. The following article describes the various methods used to configure the default values and examples of use.

Applies to version: 2020.1.x and above; author: Dawid Golonka     Introduction In WEBCON BPS you can create simple workflows consisting of several steps and form fields, but you can also use the subworkflows mechanism. The following article describes the action connected to subworkflows – “Update related workflow instance”. This action allows you to cha

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction WEBCON BPS allows us to manage our company and streamline the assignment of tasks by designing workflows. A workflow is a sequence of steps that an instance of the workflow must complete to fulfill its business goal. Such a workflow facilitates and optimizes work by clearly specifying the order i

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   In WEBCON BPS Portal, you can view the instances created in the system. To display them, use search structures. Read this article to learn how.   Let’s go to WEBCON BPS Portal and check how you can view the created instances.     On the main screen of the panel on the left

Applies to version: 2020.1.x and above; author: Marcin Pisarek   Introduction In WEBCON BPS the individual steps require tasks to be performed by a specific user or group of users. The appropriate design of a process and the correct assignment of tasks can improve the performance of daily duties, document processing and company management. The article describes the idea of assig

Applies to version: 2019.1.4.x and above; author: Marcin Pisarek   Introduction In the WEBCON 2020 version, we introduce the ability to export the content of a “Data table” form field to an Excel file (this option is available in the MODERN form). The article describes how to use this functionality.   Business case The new functionality can be used when

Applies to version: 2020.1.x; author: Marcin Wiktor   This article presents how we can facilitate the maintenance of the application that we use across many business entities and have different people responsible for specific tasks (e.g., accounting).   Business case We implement an application for the assignment of cost invoices. Our company has two departments

Applies to version: 2020.1.x; author: Marcin Wołosz   Introduction Authentication Use of REST API Summary     Introduction The WEBCON 2019 version introduced the possibility of using REST API technology to create programming integration solutions with the system. The REST API provides full support and allows you to start new workflow instances

Applies to version 2020.1.x; Author: Paweł Drab   Introduction Contracts, employment applications, invoice templates, or technical documentation – a repository of documents in our company can grow to incredible proportions. In this article, we will show you how to use WEBCON  BPS as a document management system.   In WEBCON BPS, we usually store documents in

Applies to version 2019.1.4.x; Author: Paweł Drab   WEBCON BPS Designer Studio can be launched from a local machine but in order to connect smoothly to both Portal and the database, it requires an environment configuration.   Depending on the chosen type of WEBCON BPS installation: with SharePoint, StandAlone   and following methods of authentication:

Applies to version 2019.1.4.x; Author: Michał Bednarz   When implementing a system based on AAD authentication it might be necessary to create user management in O365 from the WEBCON BPS level. WEBCON BPS provides dedicated actions for local AD. You can use the standard actions available in WEBCON BPS (REST invoke action) and REST Service Microsoft Graph.    1. Preparin

Applies to version 2019.1; author: Konrad Wojtycza   Introduction From the point of view of business requirements, a common need is the approval of the document by people on the designated approval path. WEBCON BPS introduces functionality that simplifies the configuration of your approval workflow – a list of items. A person authorized to approve can edit only the line

Applies to version 2019.1; author: Jarosława Markopolska   The article describes the functionality of inheriting the global form settings and form field definition in WEBCON BPS.   Inheriting form settings Global template inheritance – this setting the order of form fields according to the process tree. This means that the order of the form fields in the group and

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: Tomasz Pytlak   Introduction Working with attachments is one of the basic functionalities in WEBCON BPS. Some processes, such as document repository, are only used to catalog and make files available to selected users. In others, the attachments may be of secondary importance. For example, when you want to work on a file together with your cl

Applies to version 2019.1; author: Konrad Wojtycza   Introduction The article describes the use of “Change value single field” and “Change values of multiple fields” actions on the example of the business scenario of the settlement of business trips. These actions allow you to update the value of the single form field or many form fields at the same tim

Applies to version 2019.1; author: Konrad Wojtycza   Introduction Adding a button to the form The “Registration of purchase order” workflow Adding the form rule triggered on a button “MoveToNextStep” form rule invoke “InvokeMenuAction” form rule invoke “InvokeRule” form rule invoke “Startelement/OpenElement”