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(...) Applies to version: 2022.1.4 and above; author: Grzegorz Straś   Introduction In the configuration of actions (e.g. Send a custom e-mail) and in E-mail notification template s, it is possible to define an account that will be used as the sender instead of the default sender address. This can be either an E-mail address or a Distribution group with “Send as” privileges. (...)

(...) stem settings” button → the “Automations” node in the selection tree), workflow automations (as actions inserted globally in the workflow or in a particular step), action template s (process name → the “Configuration” button → the “Action template s” node). Note that these actions are not available in global automations. Enabling the (...)

(...) ices, as well as in warehouse spaces. In On Premises installations, which by default have access to the resources of the local company network, barcode printing requires the creation of a suitable template , configuration of a dedicated action and a document entry point for a network printer to which barcode printouts will be directed. This functionality is also available in WEBCONAPPS-SaaS installat (...)

(...) stance, containing information about the current form field values and selected system data. The second action offers more advanced configuration settings, including the use of a pre-designed message template , as well as the specification of Direct, CC, and BCC Recipients of the notification.   Detailed information on the Send a custom email action is available in the article: E-mails and t (...)

(...) ol in WEBCON BPS is configured separately for the Portal and Service segments. For the purpose of the configuration, the otlpsettings.json file is used. The file can be created using the otlpsettings.template .json file which is available in the Portal and Service main directories. (Please remember to change the file name by removing the “.template ” part from it). In both cases, the configurati (...)

(...) form after clicking the camera icon () located next to the Add attachment button [the icon is available if the user has selected the Add and delete checkbox in the attachments panel (the Global form template tab)]. Clicking the icon opens a new window that allows you to capture a photo:   By default, the mobile device's camera is activated upon opening this window (the application must (...)

(...) is an interesting option in the configuration of form fields: Never show in e-mail notifications. It’s worth noting that technical fields also won’t be included in e-mails. In the template configuration on a process, and in the action that sends a custom e-mail, you can control what links will be included in the message. Hiding unnecessary links is useful especially for e-mails that ar (...)

(...) container dedicated for WEBCON BPS Search Server in version 2024.1 or prepare an individual installation of Apache Solr in version 9.6. Next, create WEBCON BPS search indexes in them according to the template provided with the installer. After updating the databases, in the WEBCON BPS installer on the Search Server configuration step, provide the web address and the user credentials that will be used fo (...)

(...) in tabular form. Users can monitor, among other things, the number of times an action has been executed, when it was last initiated, and how many times it will be executed.   Generating template s based on instance form The template generation functionality allows the Business administrator to export the contents of the Portal and save them locally as either a Word or HTML file. You can (...)

(...) detailed description of the functionalities mentioned herein and their configuration can be found in the following sections of the WEBCON BPS Help: Workflow designer | WEBCON BPS Global form template | WEBCON BPS Field matrix | WEBCON BPS Form | WEBCON BPS   Introduction Version 2025 R1 of WEBCON BPS introduced two new functionalities: Workflow phases and Workflow actors, whic (...)

(...) ation in Designer Studio should be started by preparing the authentication in the Data sources tab. For the created authentication type OAuth2 User -> API, the Microsoft identity platform (Common) template should be selected. With this feature, the system will immediately load the necessary configuration. It remains to fill in the Client ID and Client Secret of the Azure application. Authentication (...)

(...) detailed description of the functionalities mentioned herein and their configuration can be found in the following sections of the WEBCON BPS Help: Workflow designer | WEBCON BPS Global form template | WEBCON BPS Field matrix | WEBCON BPS Form | WEBCON BPS   Introduction Version 2025 R1 of WEBCON BPS introduced two new functionalities: Workflow phases and Workflow actors, whic (...)

(...) l be used, consisting of several basic stages: document preparation, manager's approval, and signing by external parties. The process begins with the Prepare document step during which a document template is generated. Next, the document moves to the Manager approval stage, where it can either be approved or rejected. After approval, the document advances to the Awaiting for signatures step, where the (...)

(...) External content by Bjoern Poller; July 27, 2025 ;  A colleague designed an application in which a product image (up to 5000 KB) is uploaded into a document template . From there, it is used in several instances - always with a copy of the image as supporting material and, if necessary, for documentation in Word/PDF format. Regardless of whether an alternative approach might be more ap (...)

(...) Hi guys, I've I some suggestions for the task management process : 1. Add reminders configuration for tasks * possibility to define reminder template s:list of reminders: WHO, WHEN, MESSAGE, channel (email, sms, other ?) * you can attach reminder template s to each type of tasks (workflow steps) 2. Add escalation configuration for tasks * possibility to define escalation actions. Good to define escalatio (...)

(...) d, if they only share elements defined in system settings, data sources or plugins. Examples: - Globals -- constants -- business rules -- form rules fields -- fields - Data source -- Dictionaries -- template s - SDKs If the export hits one of these elements no further related elements should be gathered. Best regards, Daniel

(...) Hello, Do you know the possibility how to place a gantt chart in a process that was not created as a "Vacation" by template ? I have columns: "person", "date from" and "date to"

(...) Duble click on any field or action template s in the left panel, could open configuration of that field or action.

(...) It would be great if there would be a "Usages" options for BPS groups like it exists for the most other objects like Rules, Fields, Action template , Data sources and so on. I'm already using two workaround 1) I created a constant for each bps group so that I can use this constant wherever possible. Unfortunately there are some cases where this is not possible. For example in a "Person or group" field wh (...)

(...) Hi community! We implemented a document template with certain fields coming from a custom datarow (based on SQL-Query). We deployed the solution and the document template to PROD and everything was fine. After that we added one new field to the datarow (SQL query was modified) as a new requirement and added the new field also to document template . On DEV system everything looks fine, we deployed the s (...)