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(...) 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:

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction When designing the processes and individual workflows in WEBCON BPS, it is good to know how the data is stored in the tables, what are the relations between them and how individual information is displayed on the form. This article describes the Calendars table.   Table descr

Applies to version: 2020.1.x and above; author: Józef Cyran   One of the built-in WEBCON BPS functionalities is the ability to create a vacation process. This process can be generated by using the absence process wizard – you can also present the vacation requests on the Gantt chart.   More information about creating the process and typed data sources can be f

Applies to version: 2020.1.x and above; author: Wojciech Kołodziej   Introduction When building business processes in WEBCON BPS and designing workflows – big or small – you may find that you need to pass information between two workflows. One of the simplest ways to pass information from the current form to one in another workflow is by using the Hyperlink action. H

Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction The processes designed in WEBCON BPS use the e-mail sending actions in their workflows – e.g. e-mails about active tasks waiting for the user or e-mails containing various reports. The configuration of sending e-mails was described on the technical blog -> E-mails and templates in BPS.

Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction Each of the individual stages of the business process requires the involvement of specific employees or groups. The degree of involvement can vary from person to person – from one action and access to some resources to participate in the entire process cycle and insight into each instance. WEBCON

Applies to version: 2020.1.x and above; author: Józef Cyran   Introduction During normal use of WEBCON BPS, users can select which path (among those available) the instance will go through to reach the next step. However, when going through the system step, not the user but the system moves the instance to the next step after executing the appropriate action e.g. receivin