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Hi, If I am reading documentation correctly action Add attachment allows copy/move attachment from another workflow to current instance. My case is opposite: 1. I have an invoice approval workflow which in the end requires (business requirement) adding payment confirmation (PDF) from banking systems. Manual process is very time consuming. 2. Each payment confirmation has in transfer's desc

WEBCON: Business Process Automation and Management as its best WEBCON develops the Low-Code Business Process Automation Platform, WEBCON BPS (Business Process Suite). This enterprise-grade system allows organizations to embrace digital transformation by digitalizing their workflows and building comprehensive, scalable, process-centric and future-proof applications applying t

Applies to version: 2020.3.x and above; author: Józef Cyran   Introduction The item list is frequently used to store any number of data rows as opposed to other form fields. This functionality makes the actions executed on the item list differ from the standard form field configuration.   Business case: Personnel planning for a project This article describes the

Applies to version: 2020.3.x and above; author: Agnieszka Burda   Introduction The following article is an extension of the Lunchtime article – see Lunchtime application The “Lunchtime” application has been enhanced with dictionary processes that allow you to pay for meals with money previously paid into your personal account. [LT Account] – a d

Applies to version: 2020.3.x and above; author: Józef Cyran   The idea of the application For this article we will implement a simple system for dividing up tasks between a group of users, based on the following principles: The task will go to the user with the least amount of tasks If multiple users are tied for the fewest number of tasks, one of them is randomly a

Applies to version: 2020.3.x and above; author: Józef Cyran   Introduction In the latest version of WEBCON BPS, the report coloring has been enhanced for additional functionalities (a description of the basic report coloring modes can be found here). There is the ability to go through a path without having to view the specific instance – just click on a properly

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 Some processes in WEBCON BPS require data from some other source to operate correctly. This data can be provided from external data sources such as SQL databases or SharePoint lists. Internal sources can also be created in the system such as Fixed value lists or references to data contained in WEBCON BPS

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

Applies to version 2020.1.x, author: Anna Puka   Introduction Digitally signing attachments ensures the integrity and authenticity of approved documents and improves the entire approval process. This is especially important now when more and more businesses are choosing to allow remote work and have little time to implement a paperless office model. The standard WEBCON BPS fu

Applies to version 2020.1.x, author: Franciszek Sakławski   Introduction When building your business proces, there is the ability of adding a logo, picture, or other image decoration to the form – the simplest way to this is by using the “Picture” form field.   Form field configuration To add a picture to the form, select the “Picture”

Applies to version 2020.1.x, author: Marcin Pisarek   Introduction When designing processes and individual workflows in WEBCON BPS, it is good to know how data is stored in the tables, what are the relations between them and how the particular information is displayed on the form. The article describes the WFElementDetails table.   Relations in the table The WFE

Applies to version 2020.1.x, author: Marcin Pisarek   Introduction When designing processes and individual workflows in WEBCON BPS, it is good to know how data is stored in the tables, what are the relations between them and how the particular information is displayed on the form. The article describes the table that stores header data – WFElements.   Relatio

Applies to version: 2020.1.x and above; author: Mateusz Klos   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: AdobeSign

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

(...)  The system automatically creates 13 views in the database that differ in terms of filtering and aggregating data: V_KPI_Elem_ByDefinitions – the view presents statistics of the instance workflow divided into processes V_KPI_Elem_ByStep – the view presents statistics of the workflow instances divided into steps V_KPI_Elem_ByWorkFlow – the view presents statistics of (...)

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction During document processing, it is important to check the correctness of the entered data – mostly to make sure that an incorrect value doesn’t cause issues further down the workflow. WEBCON BPS gives access to multiple avenues of form validation: RegEx, ‘Validate form’ act

Applies to version: 2020.1.x and above; author: Michał Kastelik   Introduction When working with WEBCON BPS applications, there are often situations when a user wants to find a specific instance. For this purpose, they will use the search engine or try to find the necessary information using reports on the application’s site. The WEBCON BPS interface works quickly, but by op

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction You can use picker fields on your forms to allow the user to choose data for a form field. This article presents all the types of available picker fields in WEBCON BPS and shows how you can configure them using a real business scenario.   Picker fields When adding a form field in WE