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Applies to version: 2020.3.x and above; author: Jarosława Markopolska   Introduction The MODERN form allows users to view attachments without having to download them. You can preview an attachment in two ways – in the preview window and on the form. This option is available in the most popular web browsers such as Google Chrome, Opera and Firefox, and can be supported by var

Applies to version: 2020.3.x and above; author: Jakub Okrzesik   The article is an update of the already existing article, it shows the configuration in version 2020.1.3. For the original see: https://howto.webcon.com/action-templates/.   Introduction Action templates is a feature that allows you to save a lot of time when implementing processes and reduces the p

Applies to version: 2020.1.x and above; author: Michał Lalewicz   Introduction Privileges are an integral part of the WEBCON BPS system – defining what each user (or group of users) can see in an application and to what extent they can participate in the system. Privileges can be scaled and applied globally, per application, per process and even per specific form type.

(...) nslations of the e-mail notification templates In WEBCON BPS Designer Studio there are two methods of creating or modifying the e-mail notification templates. The first is the configuration of the global template and the second is the template created for specific processes. In both cases, each template element that can be translated has a button that allows you to enter it for one of the supported languages. (...)

(...) ment can be registered both with a scan or without a scan.   Fig. 2. Invoice workflow   The global form template is the default template used at every step. Below there is a global template for the main form in the invoice workflow:   Fig. 3. The global template of the main form   Below there is the main form at the Registration step.   Fig. 4. T (...)

Applies to version: 2020.1.x and above; author: Grzegorz Szlachta   Introduction WEBCON BPS allows you to generate the Word files that can include data entered on the form. This functionality is useful in various processes such as contracts, vacations, and orders, where it is necessary to submit the document for signature. The following article describes the method of WEBCON BPS

(...) the appearance of the e-mail sent in WEBCON BPS, both when sending standard notification and configurable messages. The following article describes the standard e-mail notifications along with the global template and the way of defining the configurable notifications and templates within the process.   Standard e-mail When creating a task on the transition path, you can set it to send an e-m (...)

Applies to version 2019.1; author: Agnieszka Mazur   Introduction WEBCON BPS Designer Studio allows you to create documentation for each created process. It consists of two files - DOCX that contains the text description of the process, and XLSX that contains the form field matrix. Generating documentation There are three options to generate documentation: right

Applies to version 2019.1; author: Adrian Baszak   Introduction Task and step descriptions are brief instructions on a form that help users complete a task. Descriptions can improve the workflow instance by reducing the number of errors and questions. They can contain basic information which helps a new user get started with the application, and also may explain the more complex d

(...) or: Jarosława Markopolska   The article describes the functionality of inheriting the global form settings and form field definition in WEBCON BPS.   Inheriting form settings global template inheritance – this setting the order of form fields according to the process tree. This means that the order of the form fields in the group and columns on the item list configured in the proce (...)

Applies to version 2020.1.3; author: Dawid Golonka   Introduction One of the types of data stored in WEBCON BPS databases is the configuration of the elements that make up applications and processes. The configuration settings entered by a user are stored in the tables appropriate for the configured elements. The article provides a summary that schematically shows which table is r

 Applies to version: 2020.1.x; author: Konrad Wojtycza   The article is an update of the already existing article, it shows the configuration in version 2020.1.3. For the original see: BPS actions - introduction.   Introduction Global form template Field matrix - basics Filling in field matrix Visibility tab Visibility - example Editability and required

(...) emplates in WEBCON BPS.   Global e-mail template The global e-mail template is used in all standard e-mail notifications in a given environment. In the case of custom notifications, the global template is used by default, unless a dedicated template was used in the process.   You can configure the global template in System settings -> E-mail notifications -> Global e-mail template. On (...)

Applies to version 2020.1.3; author: Agnieszka Burda   The following article is an extension of the HTML form fields article.    Global functions In the HTML form field configuration, there are several functions for general information about the application and the process.   Fig. 1. Global functions in the HTML form field  

Applies to version 2020.1.3; author: Michał Kastelik WEBCON BPS compact forms adapt the application's main form to work on mobile devices and small screens. The compact appearance may differ from the main form in the layout, order of the fields, and other aspects. When you create an application with the main form on the WEBCON BPS platform, the system automatically creates its compact ve

Applies to version 2020.1.3; author: Michał Kastelik The WEBCON BPS platform enables simple integration with the SharePoint Online environment and your SharePoint workflows.  After defining the connection in Designer Studio, you have many actions at your disposal that allow you to create sites and operate on lists. This article describes actions that enable linking the WEBCON BPS ap

Applies to version 2020.1.3; author: Michał Kastelik The WEBCON BPS platform has mechanisms for importing and exporting application templates between environments, e.g., test and production environment or WEBCON BPS On-Premises and the Cloud Platform environment. One of the possible uses of this functionality is testing your application in the test environment, exporting the application tem

Applies to version: 2021.1.x and above; author: Marek Suchowiejko Introduction Most applications supporting business process automation are created in IT departments. The key to success is the effective communication of requirements and expectations – the quality of the completed system depends on how well its specifications were communicated between the intended audience and desi

Applies to version: 2021.1.x and above; author: Konrad Wojtycza     Document generation actions The application designer can use several actions to generate documents from templates in WEBCON BPS. They are grouped in the group "Excel, Word and PDF".   Fig.1 . Document generation actions.   Generate/Update Word file The configuration

(...) tion” tab, “Mass E-mail Notification”, “Global Mass E-mail Notification Template”, the system administrator can select a ready-made e-mail notification template. The global template can be edited. In the “Edit Mode” tab two edit options are available: basic and advanced. By applying the basic edit mode, the system administrator can manage the content of an e-mail not (...)