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(...) presented in series, whose number will increase with the increasing amount of data recorded in the application. For example, defining grouping by year for a series that shows the total budget planned for each month of that year will cause the chart to automatically draw a series for the entire year. Breakdown into year-subgroups is possible after adding a calculated column as part of the chart view con (...)

(...) certificates” option. To generate certificates securing the connection via NetTCP protocol, click the “Generate certificates” button on the right. A set of certificates is created (for each service separately and one common one for all Portal frontends). The service configuration is reloaded and the caches are refreshed after hitting the “Save” button, so you do not have (...)

Applies to version 2022 R3 and above; author: Łukasz Maciaszkiewicz   Introduction WEBCON BPS 2022 R3 introduces a new functionality allowing users to disable sorting in item list and data table. The functionality displays data only in the sequence returned from the data source. This article discusses the above-mentioned functionality with an example of item list including installme

(...) efore publication. Moreover, the action operates on all attachments linked to the instance in the context of which it was called. If necessary, the action can also be called in the automation (the for each operator) or from the Attachments menu. In the present case, the author would like to cancel editing of only one of the attachments – the Excel document – so they should configure the (...)

(...) e Choice field (tree) Date and time Yes / No choice   The configuration of the Item list columns varies depending on the column type, but the required width can be set individually for each of them. To do this, select the desired Item List column and enter the Width value in the General tab.   Fig. 1. Field used to define the width of an Item List column   (...)

Applies to version: 2022.1.4.47 and above; author: Grzegorz Straś Introduction Data from WEBCON BPS can now be loaded in OData format and used in Power BI Desktop and Online. This greatly simplifies WEBCON integration with Power BI, instead of manually constructing REST API queries and dealing with token-based authentication, we are able to use one of two custom connectors to easil

Applies to version: 2025 R1 and above, author: Krystyna Gawryał   Introduction Instance history is an area where the user can check what actions were performed in the Workflow. History details the steps taken by the user and the paths they took to complete the assigned task and finish the workflow. This article summarizes the most important information on the Instance histor

Applies to version: 2022.1.x and above; author: Łukasz Maciaszkiewicz   Introduction Increasing data volumes combined with shrinking disk space and decreased performance pose a challenge to every IT system. WEBCON BPS faces it with an extensive archiving mechanism that automatically removes data from process databases. The resulting better arrangement of disk space translates into e

(...) he “Send a custom e-mail” action, or mass notifications in the form of e-mail messages containing a summary of the number of active tasks (direct and CC) in all processes and task details for each process (in accordance with process configuration). Additionally, the service sends mobile PUSH notifications that update counters of new tasks assigned to a user in the system. Associated modules (...)

(...) nts access to workflow instances embedded in a Portal look-alike.   How are processes configured for Single-Use Access License and Single-Solution Access Licenses? The Settings tab for each process in the subscription model contains options to toggle Single-Use Access License and Single-Solution Access License.   Dictionary processes and Document template processes can st (...)

Applies to version: 2022.1.x and above, author: Krystyna Gawryał   Introduction Menu button is a button available in the top bar of a form in WEBCON BPS Portal, used to trigger automations added by the user globally or in a particular workflow step. Choosing this form of triggering automations allows you to maintain a high level of readability of the form – an automation (incl

(...) tarts workflows or adds files to them whenever an e-mail message is delivered to an inbox configured in it. A HotMailBox can operate in one of the following modes: • “Start one workflow for each e-mail”; • “Start one workflow for each selected attachment”; • “Add to elements based on barcodes in attachments”; • “Add to elements based on e (...)

(...) ly starts workflows or adds files to them whenever an e-mail message is delivered to an inbox configured in it. A HotMailBox can operate in one of the following modes: “Start one workflow for each e-mail” “Start one workflow for each selected attachment” “Add to elements based on barcodes in attachments” “Add to elements based on e-mail content” (...)

(...) ly starts workflows or adds files to them whenever an e-mail message is delivered to an inbox configured in it. A HotMailBox can operate in one of the following modes: “Start one workflow for each e-mail” “Start one workflow for each selected attachment” “Add to elements based on barcodes in attachments” “Add to elements based on e-mail content” (...)

(...) buttons, such as “Add”, “Delete”, etc.   Item list buttons Item list buttons can be configured globally for the whole workflow (i.e. for all steps) or separately for each step. Both configuration variants are described below:   Global configuration of item list buttons   In order to define buttons that are always displayed for all steps, onc (...)

(...) cret. You will need all three of these elements in the E-mail settings configuration, so be sure to hold onto them, especially the Client secret. This part of the configuration will be the same for each of the four features.     All operations related to sending and receiving e-mails from Exchange Online are handled with Microsoft Graph API in the context of the application. (...)

Applies to version: 2021.1.x and above; author: Konrad Wojtycza   Introduction WEBCON BPS Designer Studio allows users to configure global business and form rules. As global rules, they are available for all applications created in a given environment and thanks to parameters they are universal and may be used in multiple processes.   Global business and form rules can be

(...) oject Settlement Department, and Foreign Project Settlement Department. This organizational change in the company resulted in the need to divide employees into 3 separate teams, appoint a Team Leader for each of them, and fill any personnel gaps by hiring new employees. To facilitate the assignment of tasks and the flow of information in newly established departments, it is necessary to create a BPS gr (...)

Applies to version: 2023 R1 and above; author: Łukasz Maciaszkiewicz   Introduction WEBCON BPS offers many useful functionalities, including HTML templates that allow you to generate PDF or HTML files and send custom e-mails. This article explains how to identify the item list and data table form fields using the GUID identifier in HTML templates used in the “Generate a PDF fi

Applies to version: 2022 R4 and above; author: Łukasz Maciaszkiewicz   Introduction In WEBCON BPS system applications, processing values entered by end users in forms is a fundamental function, alongside data gathering and analysis. The system offers several solutions to quickly and easily define arithmetic operations on values entered in form fields. This article provides examples