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(...) 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 immensely (...)

(...) ldquo;Task details” on the form   You can configure the task description in the same place where the task assign is configured. In the description, you may use the form field values, business rules or context variables.   Fig. 5. The configuration of the task name and description   In the same way you can configure the task description in the “Create a tas (...)

(...) Applies to version 2019.1; author: Konrad Wojtycza   Introduction From the point of view of business requirements, a common need is the approval of the document by people on the designated approval path. WEBCON BPS introduces functionality that simplifies the configuration of your approval workflow – a list of items. A person authorized to approve can edit only the line to whic (...)

(...) – breaking inheritance   After breaking inheritance with the global form, there is the option to arrange form fields and system elements by moving them to the appropriate places. business cases where you can change the form fields order: An attachment is displayed on the form and it is more convenient to have form fields in the left panel We want to display form fields in the (...)

(...) fy the privileges.   Fig. 10. KPI report   Summary The analysis of statistical data at individual steps allows you to draw conclusions that can improve the efficiency of business processes. Examples of observations may concern: Finding places where editing the form is more time-consuming than expected Compare the editing time of the form after corrections to evaluate (...)

(...) PDF to jpg/jpeg/png format Merging several PDFs into one Generating Excel based on the SQL query Creating/deleting SharePoint groups based on the query Changing the form type Settlement of business trips   To upload a plugin package to Designer Studio: 1. Go to Plugin packages section 2. Click New package 3. Use Upload button 4. The name is automatically set &nb (...)

(...) ntracts – concluded even several years before the implementation of WEBCON BPS, and the contract date should be visible in the instance number. There is also the ability of numbering within business entities and logins. If WEBCON BPS supporting many business entities, you can number instances separately for each of them. It allows you to avoid a situation where people having access to all instan (...)

(...) “File Generation Templates” option - you must indicate the application, process, document type and form fields from which the data for printing will be loaded.     business case – Car Fleet Management The simple application used for equipment rental (IT and office) has been created. The main process generates a contract ready to be signed.   &nb (...)

(...) e – Authentication tab   In the “Request data” tab change the method type to POST and add two parameters: Authorization – access token is downloaded using the business rule from the technical workflow uploadType – multipart which is one of the three available transfer types next to “media” and “resumable”. This method is recommended (...)

(...) Konrad Wojtycza   Introduction The article describes the use of “Change value single field” and “Change values of multiple fields” actions on the example of the business scenario of the settlement of business trips. These actions allow you to update the value of the single form field or many form fields at the same time based on: Data available on the form (...)

(...) In the “Is Poland” field set the default value according to the “Country code” field:   Fig. 6. The “Is Poland” field default value   business rule On the form, you can also create business rules that can use integration tools such as SQL query or Data Source Value. Let’s create a rule and implement it in the “Style and behav (...)

(...) roups – information about the configuration of action group buttons from the top menu WFActionButtons – information about the configuration of action buttons from the top menu WFActionbusiness Rules - information about the configuration of business rules used in the action configuration WFTimeoutActions – it links actions with cycles in which these actions are executed   (...)

(...) n the text field Remember that the impact of browser and portal settings on the format of the displayed data applies only to the actual date fields. When the field is only text completed e.g. by a business rule using the SQL query – the format will be transferred through the configuration of this rule. During configuration of the text field, the formatted value of the date field can be set as (...)

(...) the form, all records from the EMSI_JobChange_UK table will be downloaded first, which will be filtered only in the next step, and the filtering result will be displayed on the form. However, from a business point of view, it is not necessary to know the SQL syntax when using filters.   Fig. 9. The configuration of the data table   From the point of view of the presented data, a (...)

(...) go to Designer Studio. In the place where the file has been downloaded, you can add the filled-out file.   Fig. 4. WEBCON BPS Designer Studio – the template import   business case If you already have some way of storing information about employees in the internal database, and you want to export them to an Excel file, see how to easily convert the data to match the tem (...)

(...) action that allows you to use external services that provide their API.      Configuration The simple workflow has been created that will return additional information about a business entity (such as KRS number or address) based on the NIP number.   Fig. 1. The workflow     The workflow consists of three steps: Input data – a user en (...)

(...) ample visibility of attributes independence from the values in other fields) 4)      Reguiredness: Independent of the form It depends on the content of the form or business /form rules The simple “Matrix” process has been created. Below there is the “Field matrix” tab located in Designer Studio.   Fig. 1. The Field matrix tab (...)

(...) n send the standard notifications which are automatically generated based on the instance content and sent after going through the next step, as well as custom notifications, that are tailored to the business needs and prepared based on the local template. In both cases, the content is based on the Global e-mail template – the additional elements and information can be added in the case of custom no (...)

(...) ons in the HTML form field   Application – ID or Name Process – ID or Name Workflow – ID or Name Form type – ID or Name Current step – ID or Name business entity – ID or Name Logged on user – ID or Name Document – instance number Document – Parent instance number Is admin mode active? – True or False Do I have pe (...)

(...) sks assignment” sections, indicate a person/persons to whom the task should be assigned. The predefined task assignment is described in the Predefined task assignment article. In the “business rule” option, you can create an SQL query that defines people to whom the task is to be assigned. In the example below, people to whom the task is to be assigned are selected from the item list (...)