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(...) e to learn how to create form fields groups, and use them to improve your forms' visuals, enhancing your paperless office. Creating a form field group To create a new group, open WEBCON BPS Designer Studio , go to the form fields, right-click on them, and choose "New group." Alternatively, left-click on Form Fields and choose a "New group" from the right menu. Fig. 1 Adding a (...)

(...) ay want to adapt the ergonomics of the compact form to its needs. To customize the form, expand the Workflows branch and select "Compact form". Fig.2 Compact form configuration in Designer Studio Then, in the "Global form template" tab, click the "Break settings inheritance" button.  Fig.3 Breaking inheritance on the global form   After c (...)

(...) m fields. An example template looks like this:   Fig.6 Example of downloaded HTML template with database field names   The list of fields can also be found in WEBCON BPS Designer Studio . To access it, expand the process tree in the application, and press "Form fields." Please note that this view will not display system form fields.   Fig.7 Preview of the dat (...)

(...) on 2020.1.3; author: Michał Kastelik The WEBCON BPS platform enables simple integration with the SharePoint Online environment and your SharePoint workflows.  After defining the connection in Designer Studio , you have many actions at your disposal that allow you to create sites and operate on lists. This article describes actions that enable linking the WEBCON BPS application with the content on Shar (...)

(...) pplication there. Thanks to that, you can make changes and test them in a separate environment without any risk to the production environment.   To export an application, start WEBCON BPS Designer Studio , click on the tab "Tasks" in the top left corner, and select the icon named "Export application." Fig. 1 Designer Studio menu: the icons for importing and exporting applica (...)

(...) FS. First, the user must authenticate with the appropriate provider, for example with a login and password. To log into WEBCON BPS Portal, authentication with external providers must be configured in Designer Studio . It is possible to configure the authentication so that you can log into WEBCON BPS Portal with an external provider. However, the BPS users list will not be automatically synchronized with that (...)

(...) bsp; After enabling the Portal editing mode, users with Portal designer privileges can edit buttons directly in the browser. The configuration options are the same as when editing a button in Designer Studio .  Fig. 1. Enabling button edit mode.    Under the "Visibility" field in the button configuration screen, you can check "Hide in the navigation menu (...)

(...) over hits the "Accept" button, the requested action should be performed on the "Accept" path going out of the "Acceptance" step.   To configure it, go to the Designer Studio , go to your workflow, and on the right (under "Workflow steps," in the "General" tab opened by default), right-click on the right step and select "Edit." In our example, (...)

(...) possible to add a dashboard to a SharePoint site - this will be described in the Adding a dashboard to a SharePoint site section.   Configuration To add a dashboard from WEBCON BPS Designer Studio , go to the "Presentation" section -> Dashboards and enter the new dashboard's name. Fig. 1. Adding a dashboard   You can also add the dashboard from the Portal leve (...)

(...) 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, you have the in (...)

(...) ecret key Remember 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 ” an (...)

(...) guring a substitution, you should first verify that the functionality of Substitutions is enabled in the system at the global level. In the Global parameters node of the System settings in WEBCON BPS Designer Studio , find the section dedicated to Substitutions and then check whether the Substitutions enabled option is selected. Here you can also configure the format in which the substitution start and end dates (...)

(...) Applies to version: 2020 and 2021.1; author: Krzysztof Gaszczyk Start buttons start a process or workflow in WEBCON BPS. This article shows you how to create and configure them using Designer Studio or Portal. First, we explain how to do it in Studio and then how to do it on Portal. Both configurations are very similar. Configuring start buttons in Designer Studio To configure a start button, open Desi (...)

(...) expires – the unpublished 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, (...)

(...) 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 how to: 1) cre (...)

(...) ted using the Add-In in version 2017.1 and lower Supported Supported Not supported Not supported Workflows Audit and Analysis available from Workflow designer in Designer Studio Available Available Not available (replaced with Advanced Analytics Framework functionality) N/A Form subtypes Available Available Not available (fun (...)

(...) rs with uninterrupted 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 &q (...)

(...) ity to be available you must define the source of the data structure of the company. In case it’s missing, an Active Directory domain will work instead.   Configuration in WEBCON BPS Designer Studio In the process configuration ‘Settings’ tab, select the source of our organizational structure:     In cache configuration, it is necessary to enable: &l (...)

(...) terface (tiles and buttons for starting workflows) Recreate sites and Web Parts Configure the ‘WEBCON BPS Configuration’ feature on the SharePoint site, and connect it with WEBCON BPS Designer Studio . As mentioned above, due to the critical importance of the WEBCON BPS system databases, there should be backup procedures in place for: The Configuration database All Process databases ( (...)

(...) ctionary.   Fig.1 . Dictionary of personal data   The dictionary and its content will be exported and then imported within one environment. To do this, go to WEBCON BPS Designer Studio and from the “Actions” tab select “Export application”. For more information about this mechanism, see Importing and exporting applications in WEBCON BPS. During the expor (...)