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Applies to 2019.1 version; author: Agnieszka Mazur   Introduction WEBCON BPS Portal allows to customize the look of the platform by changing the logo and website theme. These options are available to the global system administrator. Privileges are provided in WEBCON BPS Designer Studio: System settings – Global parameters – Global privileges – System administrat

Applies to version 2019.1; author: Agnieszka Mazur   Introduction There is handful of articles about Microsoft Word Add-In already. The most general one covering the installation process and basic functions can be found here: Microsoft Word Add-In The following article describes comparing Word documents.   Basic information Webcon BPS Word Add-In allows to fo

Applies to version 2019.1; author: Agnieszka Mazur   Introduction   This article describes an additional functionality introduced in WEBCON BPS 2019 that allows you to define substitutions on the Portal. In the previous BPS versions, it was only possible to define them with WebParts. Please refer to this comprehensive article:  Substitutions in WEBCON

Applies to version 2019.1; author: Agnieszka Mazur   Introduction One of the key business process optimization elements is proper task assignment. WEBCON BPS Designer Studio is designed in such a way that even the most complicated tasks are easy to manage and their assignment, as well as execution, are simple and clear. For more information, see: Task assignment Predefine

(...) tion important for the system administrator - how the form field is filled, if it has a default value, or if it is set by a picker or by an action. It also should contain information about a possible POST back. If there are additional settings for a given form field, details will be described in the next section of the document.  In the described example, additional settings are: used data sou (...)

Applies to version: 2020.3.x and above; author: Paweł Fijał   With the introduction of version 2019 and the entire Portal interface, several search methods have been included in Portal that allow you to search not only the content of the workflow instances but also the structure of all applications available on Portal (e.g. reports, dashboards, start buttons). This article descri

Applies to version 2019.1; author: Jarosława Markopolska   Introduction This article is an extension of Translation of WEBCON BPS Portal user interface content and contains more information about language configuration in WEBCON BPS Designer Studio: System language setting Mass notification language setting (added in BPS 2020.1.3) Application language setting

Applies to version 2019.1; author: Łukasz Kraśniak   Introduction Form field, path, and task tooltips are a massive help for users to easily understand the concept of WEBCON BPS business applications. Consistently providing tooltips and task details across all your processes and workflows will teach users to rely on these elements to learn about their intended task. This help im

Applies to version 2019.1; author: Dawid Golonka   Introduction While working on WEBCON BPS Portal, you can see the error messages displayed by the system in the upper right corner – they are displayed when the system encounters a problem and the execution of any action fails. From version 2020.1.3.277 there is the ability of previewing error logs from the administration too

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

(...) ion hosted at the address indicated as redirect_url. The parameters in the URL should be available even in this case. The second invoke is used to convert the obtained code to the token. This is a POST type invoke – use dedicated software e.g. POST man. Select POST , indicate endpoint https://oauth2.googleapis.com/token and in the “Body” tab fill in 5 parameters: Code &nda (...)

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”

(...) Form field configuration General Default value   Forms executed on value change If in the form field configuration the “Change of value generates POST back” field is set, the rule execution order is as follows: No. Configuration Tab Field name Link 1 Form field configuration Style and behavior (...)

Applies to version 2020.1.3; author: Agnieszka Burda   The following article is an extension of the HTML form fields article.    Introduction HTML form fields are available since WEBCON BPS 2020.1.3. version - they allow you to use all HTML language tag. The HTML form field can be defined as adding a custom HTML code to the standard code of the WEBCON BPS form

Applies to version 2020.1.3; author: Franciszek Sakławski   Introduction Apart from standard options for adding users to the system, such as synchronization with AD or/and AAD, WEBCON BPS allows you to manually add a user. All users added in this way can log in to the system via BPS Auth., be granted privileges, and can be assigned tasks in the system. To save time, you can us

Applies to version 2020.1.3; author: Agnieszka Burda   The following article is an extension of the HTML form fields article.    Introduction HTML form fields are available since WEBCON BPS 2020.1.3. version - they allow you to use all HTML language tag. The HTML form field can be defined as adding a custom HTML code to the standard code of the WEBCO

(...) must manually enter sample data (NIP number and date), because before creating the first workflow instance – these fields do not return any values. There are five HTTP methods: GET POST PUT PATCH DELETE The POST , PUT, and PATCH methods additionally require completing the content of the request on the next tab. In the “Custom headers” tab, you can add additiona (...)

(...) select the connection and the suffix URL (it will be added to the base service instance URL). The suffix can be parametrized if the API requires it (or allows it). Next, select the HTTP method (GET, POST , PUT, PATCH or DELETE). In this case, we use the GET method. In the “Custom headers” tab, you can add additional header parameters according to the requirements included in the docume (...)

(...) field is set as required on the matrix, and the defined rule returns the POSITIVE value, true or 1 – the form field will be required. To work dynamically, it is necessary to enable POST back on all form fields that are used in the defined rule. To do this, select the “Value change will cause default values to be refreshed” option on the “General” tab (Fig. 16) (...)

Applies to version: 2020.1.x; author: Wojciech Kołodziej   Introduction The OCR AI Learn mechanism allows you to create dedicated templates for recognizing documents in the process. Depending on the type of processed documents, various different distinguishers are used, which clearly indicate which template to use for the document. For example, in the invoice process – the c