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(...) tion on the local disk.     Note: Creating a file with a global automation definition will not be possible if it contains references to another Global automation, Global business Rules , Global constants, Data sources, or SDK plugins. In this case, an appropriate message is displayed and the configuration of the exported automation must be modified. If the automation definition c (...)

(...) ports with both SearchIndex and SQL sources and can be used to configure Calculated columns, default filters, row coloring, dashboard value filtering, etc.       Business Rules and Form Rules Workflow phase and Workflow actor variables are now also available in the dictionary of the Expression editor displayed when creating Business Rules and Form Rules in WEBCON BPS Des (...)

(...) ; Related documentation A detailed description of the functionalities mentioned herein and their configuration can be found in the following sections of the WEBCON BPS Help: Business Rules | WEBCON BPS AI Create transcription | WEBCON BPS AI Implementation Guide AI Agent AI Concierge Other related Community articles include: AI Agents – Business use case AI A (...)

(...) ovide data or operations on demand. The User Defined API also provides a high level of security. With strict access control, two authentication modes, and the ability to define our own restrictive Rules , we have complete control over who can use the API and under what conditions. The flexibility of the solution makes it ideal for simple data retrieval as well as more advanced scenarios where acti (...)

(...) BPS. The topics are: Fixed item lists and logic Dictionary data sources SQL Queries Always add a filter for the company Use order by, when using Top Build-in Users business Rules Using the author field You can read up on those here. When you are starting with WEBCON BPS, I can also recommend my expert series. While this is from 2021 it will still prov (...)

(...) nbsp; Related documentation A detailed description of the functionalities mentioned herein and their configuration can be found in the following sections of the WEBCON BPS Help: Business Rules - Functions AI Implementation Guide Other related Community articles include: New AI solutions in WEBCON BPS   Introduction WEBCON BPS Designer Studio provides AI functio (...)

(...) address in process configuration Applications migrated from the source environment will operate under a new address. Therefore, if this address is used in process configuration (e.g., in business Rules , forms, or Hyperlink action/form field), it must be overwritten.   10. Updating MSSQL connections and database names in configuration Recreating and renaming source databases in the new (...)

(...) ing AI Agents within CRM workflows enables flexible, context-aware task automation. By leveraging object identifiers (e.g., workflow paths the instance should follow, as in the examples) and business Rules (e.g., SQL Command retrieving data from the database), AI Agents can generate dynamic content tailored to the current workflow context. This approach allows the creation of intelligent scenarios i (...)

(...) ilities of the administrative account includes all options located outside the Applications node, namely: data sources; system configuration (including configuration of form fields and global Rules , HotMailBoxes, HotFolders, etc.), SDK add-in packages, reports. An advantage of Admin access is that it does not require a running license service. This enables access to Designer Studio in (...)

(...) on a WEBCON version older than 2026.1.4 and under the pre-2026 licensing model. In practice, this introduces no changes to the licensing or access management methods. The existing license assignment Rules continue to apply, and the available licenses result directly from the held agreement and submitted order. No additional actions are required from the administrator.   Scenario 2 – n (...)

(...) del. In the scenario presented here, the certificate is installed on the reverse proxy server, which handles the HTTPS connection from the user side. On the infrastructure side, network communication Rules should also be planned so that Internet traffic is directed exclusively to the reverse proxy layer, while access to IIS is limited to the internal network or only to the reverse proxy server. From (...)

(...) erations – the administrator decides which APIs are exposed. It is possible to limit access to read-only operations or extend it with actions. MCP does not bypass workflow logic or validation Rules . In AI scenarios, AI proposes actions, MCP executes them according to defined Rules , but the user retains final decision control.   Quick start (for administrators) Prepare API D (...)

(...) possible experience for everyone, we kindly ask that you adhere to the guidelines listed below. By participating in the forum, you acknowledge that you have read and agree to follow the established Rules . You also agree to keep forum discussion limited to topics best suited for this type of medium. We wish for this forum to be a place where our partners, clients, acquaintances, and anyone interested (...)

(...) t this is error prone. In my opinion the applications are not related, 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 -- Templates - SDKs If the export hits one of these elements no further related elements should be gathered. Best regards, Daniel

(...) Hi, just a simple, easy request - can you please add a usefull code editor to SQL Rules , JavaScript Rules and HTML fields details ? Sure, one can copy paste the code from external editors, but it takes time, having an embedded editor would be a great feature.

(...) 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 (...)

(...) Hello all! I have a process where the user will be entering Addresses and I'm saving the new entries in a Dictionary. I have the subworkflow set up and it's working but I need to add some Rules in order to not create duplicates neither empty rows. For my case, the information to be checked will be Customer Name and Address (because a customer name can have more than one address). I was trying t (...)

(...) the action goes on each row of an item list and if a row has option A for a specific column then column B cannot be empty? There are some new functions for the item list but they only work as form Rules and for action (even creating a business rule, form Rules don't work as it needs to a TRUE/FALSE result). Even using SQL Command I think it would only work for a subquery because I need to check t (...)

(...) png), but the issue is that I can make the column visible for a (single) defined user, but not for multiple users. Any ideas here? The preferred would be a "HIDE ITEM LIST ROW" function in the form Rules . Kind regards Klaus

(...) plemented as "validate form" action since I prefer validation on the server rather than on the client only. The draw back is, that it's a poor usability. So I "recreate" the same validations as form Rules with alerts, which are called when the field value is changed. So I have to implement the same validation twice and the ALERT function isn't build for providing multi lingual messages. Besides the du (...)