search results

Currently, “Add privileges ” and “Remove privileges ” actions cannot be used in cyclic actions Adding the ability to use this action could help cyclic action to check item permissions and remove them.

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: Dawid Golonka   Introduction Workflows created in WEBCON BPS are built of steps and paths which illustrate the various stages of the business process. When directing an instance to the next step, there is often a need to assign a task to a user or group of users. In some cases you may need to finish a task without waiting for

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction In WEBCON BPS version 2020, the support for digital signatures has been enhanced by preparing plugins (SDK – Software development kit) that enable digital signing of documents. Four plugins have been prepared that allow for integration with external digital signature providers: Adobe

(...) the “Waiting for signature” system step. The “CheckAllDocumentsStatus” cyclical SDK action checks whether the document has already been signed. You can add this action in the global action s and their configuration looks like this:   Fig. 8. The configuration of the cyclical SDK action   The configuration includes: The DocuSign API key settings The syst (...)

Applies to version 2020.1.x, author: Dawid Golonka   Keyboard shortcuts are a tool that can greatly enhance your working experience. WEBCON BPS Designer Studio gives you the ability to access some functions by using the keys. This article describes what combinations are available, where they can be used and what they are responsible for.   Keyboard shortcuts available in

Applies to version: 2020.1.x and above; author: Adrian Baszak   Important! Information contained in this article applies to the system version up to 2020.1.3.321.   Introduction Translation of process and application configuration elements is a standard functionality of WEBCON BPS. One such element is the humble e-mail notification – this article describes how 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

(...) ry On exit On timeout Upon instance deleting Upon instance saving On browser opening Menu button   The “Send a custom e-mail” action can be assigned as a workflow global action : Upon instance deleting Upon instance saving On browser opening Menu button   The configuration also allows you to modify the e-mail notification content. We configured th (...)

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction When designing the processes and individual workflows in WEBCON BPS, it is good to know how the data is stored in the tables, what are the relations between them and how individual information is displayed on the form. This article describes the Calendars table.   Table descr

Applies to version: 2020.1.x and above; author: Piotr Poniedziałek   Introduction WEBCON BPS introduces a lot of new functionalities which allow for creating more complicated processes. In some cases, developing the process is related to an increase in the number of form fields used, although this is not always necessary. For more information see: WEBCON BPS  – l

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   In WEBCON BPS 2020 a new functionality of reporting archived instances has been added. In the report configuration of WEBCON BPS Portal and BPS internal view type source, the option to indicate an archived database as a source for the report has been added. Information about the archiving mechanism can be fou

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

Applies to version 2019.1; author: 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

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 2020.1.3; author: Dawid Golonka   Introduction WEBCON BPS Standalone is an installation of the system that operates without SharePoint. Since version 2020.1.3., new functionality that allows you to manage BPS groups and users has been added. This article describes how to create and delete BPS groups.   Configuration The simple workflow has been cr

Applies to version 2020.1.3; author: Michał Kastelik   Introduction WEBCON BPS contains a built-in administration tool that allows you to quickly transfer or copy privileges from one user to another. This function can be used at the moment of changes in the structure of the organization or when delegating responsibilities to a new person in a given process.   Configurat

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: Dawid Golonka    Introduction   This article describes how you can create, delete, and edit individual users in WEBCON BPS, using a standalone installation (one that operates without SharePoint). These features have been introduced with version 2020.1.3 of the program. You can also use BPS groups to manage users. To read more a