In order to thank and recognize the WEBCON community members who passionately share their knowledge, exceptional technical expertise and experiences, we announce the launch of the new WEBCON MVP program. Its aim is to honor the most prolific WEBCON BPS users who regularly contribute to the development of the WEBCON community, spread product knowledge, support other users of the WEBCON BPS platf
(...) nance department On the “Sender” field click the “person icon” and in the “E-mail picker” field enter an e-mail address and click the “OK” button , and save the process. Fig. 4. Setting the e-mail address There is also the option to add a sender’s name that will appear in the notification instead of a given e (...)
(...) n the form or on Portal itself , it was possible to observe pop-ups that inform about the error and their identifier. But they very often did not give enough information, even after clicking the button to show details from the event preview. From version 2020.1.3.277, the error description from the event log has been made available in Designer Studio, which contains much more information to help fi (...)
(...) mployees whose account balance is 0 are marked in red. Account dictionary From the “Lunchtime administration” level you can create new accounts using the “New” button visible on the “Account” report. Fig. 4. The "New" button to create new accounts After clicking the button , a new “Account” dictionary (...)
(...) loaded: Fig. 6. The item list and data table on the form Then on the transition path, define the action of sending a custom e-mail and click the “Configure” button , and then go to the “Message content” tab. In the “Content” section select the HTML tab and enter the code creating a table with your data. Fig.7. The configu (...)
(...) report allows you to see the number of products and go through the path from the report level, and close or open the warehouse depending on the step in which they are located – you can use the button s added to the cell. Fig. 7. In the View tab go to the configuration and select Coloring mode -> Advanced and then paste the JSOn code with cell stylling Fig. 8. J (...)
(...) llowing table: Attachment preview Showing Hiding + – Preview window On demand After clicking on the form area or the “x” button You can see the attachment content Overrides the form In the form On demand or when opened in the browser After refreshing the form or always visible Work with the for (...)
(...) emplates are configured within the process, in WEBCON BPS Designer Studio in the “Configuration” section in the “Action templates” tab and click the “New template” button . Fig. 1. Creating a new template Fig. 2. The configuration of action template In this window, enter the action name (template), select the action type a (...)
(...) prepared according to the instruction of the “Dictionary process” article – the table template has been downloaded from the report by using the “Export to an Excel file” button : Fig. 3. The Excel spreadsheet with a list of countries Adding all 252 countries from the list by using the data import/export mechanism to the dictionary takes several (...)
(...) ;https://autenti.com/. Using the above information, you can register the contract and then send it to be signed. After signing, you can check whether a new employee has signed the contract via the button on the top bar of the form. If so – the system will download the signed document and finish the workflow. Let’s go to WEBCON BPS Designer Studio and configure the workflow. Business (...)
(...) selecting a color from two palettes – “Theme colors” and “Standard colors”. If none of the presented colors suit you – select the “More colors…” button . In the window, the required color can be selected by using two models – RGB and HSB. Fig. 5. The extended color change panel – a RGB model Fig. 6. Th (...)
(...) he document to be signed and then adds a list of people who should approve it. Fig. 1. Preparing the document form When a user clicks the “Send to signature” button , each of the indicated people receives a link to the document to sign. People signing the document do not have to be WEBCON BPS users or have an AdobeSign account. The only required element is an e-m (...)
(...) e URL field in the browser. Until now, the problem was with copying a link to the instance displayed in preview mode. From version 2020.1.3. you can copy the link to the instance by using the button located in the upper right corner of the preview window. Example of use Moving from the report level to the instance displayed in the full window, the address bar will contain the ful (...)
(...) nbsp; Fig. 1. The “Picture” form field configuration Adding a picture to the form is simple and intuitive. Like on the screenshot below, press the “Upload” button to open the file selection window from the disk: Fig. 2. Adding the picture to the form The above methods are one of three ways to add the picture: Press (...)
(...) bsp; Signing a document (by a current user) A person who prepares the document then sends it for approval and signature by their supervisor. When the supervisor clicks the “Approve” button , they are redirected to the DocuSign page for an electronic signature. After signing, the document is attached to the workflow. Configuration The workflow will consist of two actions: (...)
(...) quo; parameter defines whether the action is to wait for the synchronization process to complete. Both synchronization modes are described in the context help in the system under the “F1” button . Fig. 9. Synchronization modes In the example workflow, both the user to be added and the group to which the user will be added – is based on the form fields provi (...)
(...) g. 2. Help window about the chart form field F5 key – this key allows you to perform the Designer Studio refresh action. This is equivalent to the “Refresh all” button on the upper program bar: Fig. 3. The “Refresh all” button F10 key – after clicking this button , the hints with shortcuts will appear on the (...)
(...) all available presentation elements – starts, dashboards and reports in one place. Fig. 7. The new application for a user To add a relation, click the right mouse button on the application name and select the “Create relation” option. A user can add the processes related only to the applications in which they have at least the “Application administr (...)
(...) e) answer of the following options: The user creates a question and the place where they will be displayed. The “Answers” section is used to manage options to select. By using the button s on the right, the user can add, edit, delete and also change the order in which responses are displayed. Below you should select the numbering method – numerically (1,2,3…) or alphabeti (...)
(...) sion After configuring this option, go to the Portal: Fig. 6. The Invoice form After correct filling out the form, click the “Submit to analyst” button . For the above form (Fig. 6), the attachment was not added: Fig. 7. The message After clicking the “OK” button the system will go to the next step, while cli (...)