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(...) from different processes go to the same group of employees. In such a situation, it would be helpful to be able to separate which process a given task came from. You can use the option to define the e-mail address for sending notifications – when the message reaches the mailbox, you can easily determine from which process it was sent. This option can be used to group messages when you have the few pro (...)

(...) window   Copy the configured HTML code to the field shown in Fig. 7. After going through the path that contains the action of sending e-mail – an e-mail should be sent to the defined e-mail address , presented as follows:   Fig. 18. The custom e-mail content   Summary By using HTML knowledge you can create configurable e-mail according to your needs. This functionali (...)

(...) s by using the deployment mode function.   What is deployment mode and what is it used for? The deployment mode function allows you to redirect e-mail notifications to a given e-mail address . This mode is often used in the configuration and test phase of the process to avoid sending the unnecessary notifications to end-users. For example, there is a situation where an employee contract p (...)

(...) sending documents   In the “Signers Item List” field select the item list from which SDK should take data: Name – the name of the signed person E-mail – the e-mail address to which the link to sign the document is to be sent Phone number – a verification code will be sent to the number defined in this field While the “Additional SMS verification&rdqu (...)

(...) to which the Signing URLs of the signed people will be saved   e) Recipients selection Signer Item List – a list of signed people, must contain columns with name and surname, e-mail address and phone numbers Issuing Country – country code of the signed people without using a Skribble account (example: PL), required only if the SMS verification option is selected Additional SMS (...)

(...) urned the results for a specified – given ID of the instance in the workflow.   Fig. 3. The query to the WFMails table   The query is filtered by the recipient’s e-mail address below:   Fig. 4. The query to the WFMails table   Example queries for all data contained in the database The query returning a summary of how many recipients received e-m (...)

Applies to version: 2020.1.x and above; author: Tomasz Słuszniak   One of the methods to start a bpm workflow in WEBCON BPS is to use REST API BPS. It can be especially useful in situations such as: Data exchange between different WEBCON BPS instances – e.g., there is an internal application for your organization and a public application available for your clients. Da

Applies to version 2019.1; author: Tomasz Pytlak   Introduction Working with attachments is one of the basic functionalities in WEBCON BPS. Some processes, such as document repository, are only used to catalog and make files available to selected users. In others, the attachments may be of secondary importance. For example, when you want to work on a file together with your cl

Applies to version 2019.1; author: Konrad Wojtycza   Introduction Adding a button to the form The “Registration of purchase order” workflow Adding the form rule triggered on a button “MoveToNextStep” form rule invoke “InvokeMenuAction” form rule invoke “InvokeRule” form rule invoke “Startelement/OpenElement”

(...) nbsp; Fig. 1. WEBCON BPS Designer Studio     The downloaded Excel file template:   Fig. 2. The Excel file template   Email – user’s e-mail address (required) Name – user’s name and surname (required) BpsId – user’s e-mail address (required). In WEBCON BPS, the e-mail address is the unique user ID JobTitle – u (...)

Applies to version 2020.1.3; author: Mateusz Syrek   PDF version Disclaimer Every installation of WEBCON BPS is unique, and may face certain challenges not covered here. Therefore, this document should be treated a general set of guidelines and not universal dogma. The scenario presented here was tested and used to deSharePointize our Support Portal http://support. webco

Applies to version: 2020.1.3.x; author: Konrad Wojtycza   Introduction WEBCON BPS allows you to send notifications about tasks assigned to users. You can send the standard notifications which are automatically generated based on the instance content and sent after going through the next step, as well as custom notifications, that are tailored to the business needs and prepared bas

(...) bership data? – owner or group members   The “Allow requests to join or leave the group” option allows you to send requests to join/leave the group. You can indicate an e-mail address to which requests will be sent or enable the option of automatically accepting requests.   Fig. 4. The configuration of the Create a group action   In the “Apply perm (...)

(...) you can see a sample configuration for this action: Fig. 6 Configuration of the action "Create a BPS user"  In the configuration window, there are several options: e-mail address , Full name, User identifier (BPS ID) – enter the identifier (in the UPN format, e.g., tom.green@webcon.com) for the account you are creating.  The system automatically prompts yo (...)

(...) can be independently stored both in Active Directory and in the user's SharePoint profile. This information is:   Attribute name in AD Attribute name in SP e-mail address mail E-mail Displayed name displayname Name Department department Department Job title title Job Title     (...)

(...) t separation between groups of four digits.      As a result of user entering an incorrect bank account number, a window will appear informing about wrong data entered. e-mail address Regular expressions are a great solution to verify correctness of provided e-mail address . There is no need to write more complicated validation, all that’s needed is to enter a proper patte (...)

Applies to version: 2022.1.x and above; author: Anna Sobota Introduction The new version of WEBCON BPS mass e-mail notification system presents a great array of possibilities to adjust the contents and graphical solutions of mass e-mail notifications to the user’s current needs. Similar to the previous WEBCON BPS version the system administrator can define the day and time of the e-ma

(...) description of the query are provided. In the “Users” field select the item list from which the action obtains data: Name – signer’s name and last name E-mail – e-mail address on which an e-mail with link to document signature is sent Phone Number – optional field allowing for additional authentication with SMS. If used, a short message is sent to the phone number (...)

Applies to version: 2022.1.x and above, author: Krystyna Gawryał   Introduction Microsoft Outlook is one of the basic tools used by office workers. Outlook Classic and Outlook Modern add-ins are responsible for its integration with WEBCON BPS Portal. They allow users to access their tasks, view the contents of selected forms, and use many other Portal features from within their e-ma

Applies to version: 2022.1.x and above; author: Krystyna Gawryał   Introduction Outlook Classic is an add-in that allows WEBCON BPS to integrate with the Outlook desktop application available as part of Microsoft Office, which is one of the most widely used applications for managing e-mail correspondence in enterprises. Upgrading it with a dedicated WEBCON add-in will allow users to e