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(...) th, 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 immensely when introducing new users to your WEBCON BPS applications, creating new applications for veteran us (...)

(...) g the workflow diagram configuration and clicking the “Preview generate” button.   Summary Using the standard task descriptions allows you to give users information about workflows in a consistent manner between different applications. They are not mandatory, but by using them on a regular basis, we can get users accustomed to the fact that, if necessary, they can expect hints (...)

(...) pear (Fig. 2).   Fig. 2. Breaking inheritance of the form fields order   You have two options: This workflow only – this option breaks settings inheritance All workflows – the order will also change in the process tree, settings inheritance is preserved   After breaking inheritance, the button changes its function to the opposite (restore inheritan (...)

(...) Applies to version 2019.1; author: Kinga Bożęcka   Introduction Mass actions allow you to go through the path (and execute the actions that are on it e.g. starting sub-workflows ) for many instances at the same time. The article describes the configuration of this action and two examples of use.     Fig. 1. The example process   Fig. 2. The form   (...)

(...) the advantages of defining appropriate signatures for your document management workflow.   Instance number configuration Instance numbers can be defined on two different levels – workflows or form types. However, only one of them will be set by the system (if both are defined at the same time, the instance will be assigned the number defined in the form type).   A simple workfl (...)

(...) bsp; Introduction In WEBCON BPS there is the option to add attachments to the workflow instance by using the standard action. This action works in two modes: Adding attachments from other workflows of the current WEBCON BPS content database, selected based on the instance workflow ID – the “Based on instance ID” mode Adding attachments from other workflows from the external (...)

(...) about the configuration of processes The remaining tables contain the configuration of the process elements are described in sections below.   c) Configuration tables related to the workflows configuration and form fields matrix level:   Fig. 5. Configuration tables related to the form fields matrix level   workflows – it describes the configuration of w (...)

(...) Applies to version 2020.1.3; author: Konrad Wojtycza   Introduction Task creation is one of the basic functionalities enabling the creation of instance workflows in WEBCON BPS. Tasks in the system can be created in the step configuration on a given path or as an action that can be placed e.g. on the entry to the step. This article describes the “Create a task action” action (...)

(...) olution is to add a list of the available paths in the form menu.   Configuration To enable the list of available paths at a given workflow step, go to WEBCON BPS Designer Studio -> workflows -> Field matrix, and select the “Standard areas” tab. Then select the “Path list” option in the step where you want to display the path.   Fig. 2. Enabl (...)

(...) Applies to version 2020.1.3; author: Michał Kastelik   WEBCON BPS offers you several actions enabling integration with the Microsoft SharePoint Online environment and SharePoint workflows . This article describes how to manage these privileges using actions in workflows .   1. SharePoint Site Collection To configure the actions running in the SharePoint Online environment, first (...)

(...) e form rule You can define form field behavior using rules. Here, you will use a rule to create a checkbox for hiding or displaying the Contractor field. Go to the Configuration tab (under workflows ), choose Form rules and click on the New rule text. A window will open. Under the header that says General, find Rule name and write in the blank space right to it this name: Show/hide the Contractor (...)

(...) act forms and how to customize them.   Fig.1 Compact form in the preview window   What is a form? On the WEBCON BPS platform, a form is a representation of one of the workflows in the process at a given step of the workflow. A form is made up of its configuration, the form fields displayed on it, and their settings. The form fields are organized in order and position (top, (...)

(...) Applies to version 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 (...)

(...) inue reading to learn about additional options you may want to use when creating a SharePoint site.   Additional configuration options Let us go back to the action configuration window (workflows => your chosen workflow => a step at which you add the action).  Here, you can save the address of the newly created site in a workflow form field. To do so, tick the box next to an Absolu (...)

(...) r - adding scanned files to process.   Introduction One of the WEBCON BPS basic features is pairing scanned documents with their electronic version (based on barcodes) and starting new workflows for files added to the configured folder – HotFolder. This article describes how to configure the HotFolder and check the service configuration.   HotFolder configuration To conf (...)

(...) rites. Because of that, you can create shortcuts to reports, views, buttons launching a specific workflow, and many more.  Now, with WEBCON BPS 2021, you can conveniently start workflows and open reports from the Portal's home page.   

(...) ess was used as a dictionary to define tags assigned to a given customer. Then, they were used in the promotion registration process. These processes were partially automated by using actions to move workflows , technical fields, and paths.

(...) rt, which is the subject of this article, is created through a properly prepared SQL query, operating mainly on the tables mentioned above. The report supports translations; the names of processes, workflows , and steps can be translated. The KPI report supports filtering, but it does not support grouping and breaking the results into pages.     Summary The analysis of statistica (...)

(...) final evaluation configuration   Fig. 20 - The final grade on the form Summary This article presents the process for assessing employee competencies. The process consists of two workflows – “List of behaviors” with a list of behaviors and “Employee assessment” that contains several steps: employee self-assessment, employee assessment by the superv (...)

(...) Fig. 1. Task delegation substitution – configuration in WEBCON BPS Portal Tasks in WEBCON BPS are subject to substitution – the Substitute is authorized to modify instances of the workflows in which the Replaced person has active tasks. Privileges are not subject to substitution. If the Replaced person has privileges to edit an instance, but does not have active tasks in the related pro (...)