(...) ” option: The first of them is to select the number of rows which will be displayed on the form (the maximum number of possible characters do not change) The next thing is to select the edit or type – the standard and rich mode. Selecting the first one allows you to operate the standard text, while after selecting the rich edit or, the “Advanced” tab is activated we can d (...)
(...) io mode and modify all system elements. They see and can modify all applications form the Designer Studio level. There is no access to data. Business administrators – they have access to edit , add and delete instances. They also have access to all parts of the process (e.g. archive). Business administrators do not have the privileges of the Designer Studio application. Workflow data rea (...)
(...) eck if there is any file with a dot in the name next to Invoice. In the ELSE clause a message asking the user whether the document is to be further processed, will appear. Fig. 5. edit the expression After configuring this option, go to the Portal: Fig. 6. The Invoice form After correct filling out the form, click the “Submit to anal (...)
Applies to version: 2020.1.x and above; author: Michał Lalewicz Introduction In addition to the commercially licensed versions of the WEBCON BPS platform, WEBCON offers a free, fully functional, and non-time limited version named WEBCON BPS Express. This version is only limited by the database size of 10 GB. You can download WEBCON BPS Express after registration at htt
(...) iciently and reduce the frustration of having to open forms in new tabs to find the one you are looking for. Please note that this window only displays a preview of the form, it does not allow you to edit it or follow paths (unless quick paths are enabled).
(...) answers depending on the given characters Person or group – allows you to search and select people, domain groups or SharePoint groups. Date and time – allows you to present and edit date and time Yes/No choice – used to select the Yes/No value. The value of this form field is set by a checkbox on the instance. Choice tree – allows you to display the value in the (...)
(...) nt with the generated certificate in the .pdf format. In the configuration window on the „Recipients” tab select the “Always to (people)” option and then, in the expression edit or select the “Form fields” -> “Participant” -> “E-mail” options. Fig. 15 Send mail configuration Next, go to the “Message (...)
(...) process workflow on the mobile devices. Reports and dashboards The new way of displaying reports allows to select defined views and also change the displayed columns and edit reports directly on the mobile devices. New to the mobile application is the ability of displaying dashboards. Dashboards containing reports, charts, start buttons and other elements are available wh (...)
Applies to version: 2020.1.x and above; author: Dawid Golonka Introduction There are various reasons why companies implement electronic document workflow software.One of the most important is the need for business process automation. One example of such automation processes is the use of serial correspondence which generates documents based on the specific template in which th
Applies to version: 2020.1.x and above; author: Adrian Baszak Important! Information contained in this article applies to the system version up to 2020.1.3.321. Introduction Translation of process and application configuration elements is a standard functionality of WEBCON BPS. One such element is the humble e-mail notification – this article describes how t
Applies to version: 2020.1.x and above; author: Tomasz Słuszniak Introduction When implementing projects in WEBCON BPS you can facilitate communication between project members via the Team feature in Microsoft Teams. Instead of adding a new Team manually, let WEBCON digital process automation help you! Adding a new Team can be automated by using the WEBCON BPS when
(...) dash; an action downloading the instance from the SharePoint library and saving them in the WEBCON BPS library If the value of the SharePoint document library form was updated, the edit a list element” action was used. The configuration of the “Insert BPS link” action is presented below: The ID field contains the instance ID from the SharePoint lib (...)
Applies to version: 2020.1.x and above; author: Dawid Golonka Introduction In the workflows designed in WEBCON BPS, you can enable users to add attachments – e.g. .pdf, .docx, .xlsx, tiif, and zip. Their storage location is a particularly important aspect of the system configuration. When organizing your document management system, you can decide to create a separat
(...) d how particular information is displayed on the form. The following article describes the WFHistoryElements and WFHistoryElementDetails tables. Table description The tables store data o the edit ion of the instances and changes of the values when going through the path. The WFHistoryElements table stores information about the instance and form fields value and the WFHistoryElementDetails tabl (...)
Applies to version: 2020.1.x and above; author: Dawid Golonka Introduction When designing processes for business applications, in addition to ensuring that the created solution works correctly when it comes to functionality, it is also worth paying attention to the visual side of the form. The form view should be intuitive and understandable to the end user. Each workflow crea
(...) dquo; field value in the list is updated to the current step in the workflow. Additionally a link to the saved WEBCON BPS instance is saved in the BPS URL column. To modify these values, an “edit a list element” action from the SharePoint content tab was used. In the configuration, after selecting the connection and list, define the field in which the instance ID is stored. Below you sp (...)
(...) ou have a large number of templates for a given client/process and you want to display have changed, it may turn out that introducing the modifications requires from you a disproportionate effort and edit ing each template separately. To avoid this situation, you should store the company data in the global configuration. This method will cause that changing the value in one place will have an effect in (...)
(...) . To check the tooltip on the current step and other steps, hover over them. Fig. 5. The tooltip on the workflow step The situation is similar to form fields . When edit ing a given workflow, the step edit configuration will have its own“Description” field. Fig. 6. Adding the tooltip in Designer Studio To set the tooltip on th (...)
(...) arrangement of elements can be customized by using the “Message content” tab. Fig. 5. The global e-mail template – message content Two tabs are used to edit the content: edit or – edit ing in the WYSIWYG mode HTML – edit ing the HTML code The “Message content” tab allows you to use the variable edit or during ed (...)
Applies to version: 2020.1.x and above; author: Konrad Wojtycza Introduction WEBCON BPS can be used as an efficient document management system. This article describes how to use barcodes to scan PDF files and paper documents and have them automatically added to your WEBCON workflows' instances. Common business scenarios for using barcodes include: