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(...) 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 form s, reports, etc. not only tailored to the user's preferences, but also aesthetically diverse. However, if the user would like to further distinguish the inform ation contained on the workflow instances or high (...)

(...) o;save password” and “external authentication” parameters – from now on both settings are “true” by default. BPSX file structure As previously BPSX is an XML form at file and allows to define all necessary profile parameters. Parameter name  Comments Name Profile name. If a profile with an identical name alread (...)

(...) e the schedule is drafted and then transits to an intermediary step where it is either accepted or rejected. The process workflow for credit installment schedule   Apart from picker form fields and a number of floating-point number fields, the form includes an item list with an installment payment schedule with five data columns. The configuration described below applies to this item (...)

(...) Applies to version: 2022.1.3 and above; authors: Jacek Język, Krystyna Gawryał   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, f (...)

(...) Applies to version: 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 edited 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 It (...)

(...) in a standard manner, i.e. an action is executed precisely where it was embedded in automation. Actions that operate differently from the standard mode are presented in the table below, along with inform ation on their mode or modes of action. Action name Mode of execution Read a barcode Standard behavior Add a (...)

(...) Applies to version: 2025 R1 and above, author: Krystyna Gawryał   Introduction Instance history is an area where the user can check what actions were perform ed in the Workflow. History details the steps taken by the user and the paths they took to complete the assigned task and finish the workflow. This article summarizes the most important inform ation on the Instance history in (...)

(...) Applies to version: 2022.1.x and above; author: Łukasz Maciaszkiewicz   Introduction Increasing data volumes combined with shrinking disk space and decreased perform ance pose a challenge to every IT system. WEBCON BPS faces it with an extensive archiving mechanism that automatically removes data from process databases. The resulting better arrangement of disk space translates into enhan (...)

(...) ls 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 form s, and use many other Portal features from within their e-mail correspondence, without having to close the e-mail application. This article describes the method of installing Outlook Modern in Micr (...)

(...) s button again to hide the panel. Profile settings – allows you to manage the profiles the add-in is associated with. About the Add-in – selecting this option displays a window with inform ation about the installed add-in version.   Creating a profile After installing the add-in, you are required to create a user profile. To do this, select Profile settings &n (...)

(...) e concerns version 2021 We maintain mainstream support for the last two major versions of WEBCON BPS. Some versions are backed by Extended support. Mainstream support includes functional, perform ance, scalability, and security updates. Extended support includes only security updates.   End of support (also sometimes known as end of life) indicates that a product has reached the (...)

(...) rt an application and then import it to another environment, during the export, they will have the option in a dedicated wizard to select the application processes for which this operation will be perform ed.   Fig. 2. Wizard window inform ing that the export is complete for the application and process indicated by the user   All related elements, including global ones, are exp (...)

(...) duction 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 perform ing calculations and executing long operations defined previously by a user. This article describes the roles the services can perform in the WEBCON BPS system, and indicates modules linked with pa (...)

(...) min 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 expedited 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 downloaded. The system administrator may download (...)

(...) ion issues in response to customer queries – the user can access exactly the process or step associated with the instance whose identification data was provided by the customer. Note that perform ing the above-mentioned actions takes you directly to the indicated process/step. Therefore, it is a good idea to save your work with the current application in Designer Studio before pressing Ctrl+G.

(...) 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 (includin (...)

(...) 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 inform ation about a person are: Choice field Data row Person or group Data table One of the data sources for some of these fields can be Domain users. This article (...)

(...) ncoming correspondence workflow in an administrative office process. For each e-mail message delivered to a mailbox (to a relevant folder) an incoming correspondence workflow is started. The workflow form is filled out with data on title, sender, and e-mail content and files attached to the e-mail are added to it. The incoming correspondence workflow diagram is presented below. Fig. 1. The inc (...)

(...) on e-mail content”   Example – “Start one workflow for each selected attachment” A “Cost invoice” workflow is created. For each attachment in .pdf form at appended to each e-mail delivered to a mailbox (to a relevant folder) there is a cost invoice workflow started. The workflow form is filled out with downloaded data, i.e. date of receipt and e-mail (...)

(...) ent” workflow. A registrant fills out all the required fields and uses the “Register” path to move to the step 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 b (...)