search results

Applies to version: 2020.3.x and above; author: Agnieszka Burda   Introduction  E-mail notifications are one of the most frequently used methods of informing employees about new tasks in WEBCON BPS system. Sometimes it is difficult to distinguish from which process they were sent because they have the same sender address. In addition, they often contain all form fields from the

(...) ; list and selected by the manager will be added to the “Personnel” item list. This list includes all delegated employees, and only the project manager will have access and the ability of edit ing them at the last step.   Fig. 7. The "Chenge items list values" action   The item list can be modified in three ways:   Fig. 8. Change of the ite (...)

Applies to version: 2020.3.x and above; author: Paweł Fijał   Introduction Since the introduction of WEBCON BPS Portal, sometimes on 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 ve

(...) quo;Transaction” field to the current value in the “Balance” field. The employee’s account balance is increased or decreased by the specified amount.   Fig. 12. edit ion of the query   The next part of the article describes the different types of transactions that can be done on your account.   Deposit An employee wants to deposit money to (...)

Applies to version: 2020.3.x and above; author: Franciszek Sakławski   Introduction When creating the configurable e-mail templates there is the option to add fields from the form. This article describes how to add an item list and SQL data table fields.   Fig. 1. A list of fields available in the system   To enter these types of fields in the template is n

(...) t; process   Task Groups – the process used to define groups of tasks and assign the employees to them. Groups of tasks go to the “Group Active” step and they can be edit ed.   Fig. 2. The "Task Groups" process   Implementation Let’s create the “Task Groups” process that allows you to create a dictionary of the a (...)

Applies to version: 2020.3.x and above; author: Konrad Wojtycza   Introduction Nesting business rules in the form rules allow you to refer to data contained in Active Directory or external data sources. This extends the functionality of form rules and allows you to use data outside the form when defining the process logic.   Execution of a form rule for a specific group

(...) and removal of products from it. Continue reading to see how to achieve this workflow automation with WEBCON BPS.   Workflow diagram   Fig. 1. The magazine is available for edit ing only at the registration and opened step     Form fields   Fig. 2. The total amount of products is set by form rules executed on value change   (...)

(...) ig. 3. The preview of the attachment in the form   If you want to speed up the work of users, the preview of the attachment may be displayed immediately after loading the page. In the step edit window select the “Show first attachment on page load” option. This solution can be used if you want to always have the preview open then the option to hide the preview will be disabled. (...)

Applies to version: 2020.3.x and above; author: Jakub Okrzesik   The article is an update of the already existing article, it shows the configuration in version 2020.1.3. For the original see: https://howto.webcon.com/action-templates/.   Introduction Action templates is a feature that allows you to save a lot of time when implementing processes and reduces the p

Applies to version: 2020.1.x and above; author: Jarosława Markopolska   Introduction WEBCON BPS is used to send e-mail notifications to system users. This allows for communication and the efficient performance of tasks. This functionality is often used in different processes. During configuration, you can block e-mail notifications to the end recipients by using the deploym

Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction Some processes in WEBCON BPS require data from some other source to operate correctly. This data can be provided from external data sources such as SQL databases or SharePoint lists. Internal sources can also be created in the system such as Fixed value lists or references to data contained in WEBCON BPS

Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction Workflows created in WEBCON BPS are built of steps and paths which illustrate the various stages of the business process. When directing an instance to the next step, there is often a need to assign a task to a user or group of users. In some cases you may need to finish a task without waiting for

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction In WEBCON BPS version 2020, the support for digital signatures has been enhanced by preparing plugins (SDK – Software development kit) that enable digital signing of documents. Four plugins have been prepared that allow for integration with external digital signature providers: Adobe

Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction WEBCON BPS provides tools for visual modification of the end-user interface that goes with your system, like customizing the Portal interface theme to match your company’s colors, or inserting your own logo. In version 2020.1.3.277, the application color can now be selected from a color picker, inst

Applies to version: 2020.1.x and above; author: Jarosława Markopolska   Introduction One of the crucial parts of digital transformation is being able to find anything you need quickly. Because of that, WEBCON BPS Portal contains a built-in SOLR search engine. For more information about SOLR see -> Portal search engine - how does it work?.   Hint window

Applies to version 2020.1.x, author: Anna Puka   Introduction Digitally signing attachments ensures the integrity and authenticity of approved documents and improves the entire approval process. This is especially important now when more and more businesses are choosing to allow remote work and have little time to implement a paperless office model. The standard WEBCON BPS fu

Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction When working with WEBCON BPS, there is often a need to copy a link to an instance e.g. to send it to another person. If you work in full window mode, the instance can be copied from the URL field in the browser. Until now, the problem was with copying a link to the instance displayed in preview mod

(...) er. Here is an example Portal view with the default logo, the theme is “Blue”.   Fig. 1. The Portal site with the default logo   To change the logo, go to the edit mode and select the “Themes” -> “edit themes” options   Fig.2. The edit theme option   Select the theme  which you want to configure: &nbs (...)

(...) + V shortcut (if the picture is in the clipboard) Removing the added picture is possible by using the “Remove” button. Adding or removing the picture is possible only if the field is edit able. Otherwise, the “Upload” and “Remove” button will not be visible. In the advanced configuration there is the option to set the displayed picture details:   (...)