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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: Agnieszka Burda   The following article is an extension of the HTML form fields article.    Introduction HTML form fields are available since WEBCON BPS 2020.1.3. version - they allow you to use all HTML language tag. The HTML form field can be defined as adding a custom HTML code to the standard code of the WEBCON BPS form

 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

Applies to version: 2020.1.x; author: Wojciech Kołodziej   Introduction The OCR AI Learn mechanism allows you to create dedicated templates for recognizing documents in the process. Depending on the type of processed documents, various different distinguishers are used, which clearly indicate which template to use for the document. For example, in the invoice process – the c

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

Applies to version 2020.1.3; author: Konrad Wojtycza   Introduction Task creation is one of the basic functionalities enabling the creation of instance workflows in WEBCON BPS. Tasks in the system can be created in the step configuration on a given path or as an action that can be placed e.g. on the entry to the step. This article describes the “Create a task action&rdqu

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 R1 and above; author: Krystyna Gawryał See also: Substitutions in WEBCON BPS Substitutions in 2019 version   Introduction One of the available types of substitutions in WEBCON BPS is Task delegation substitution. Thanks to this functionality, tasks can be performed for an absent employee, while ensuring that the scope of rights granted to their

Applies to version 2020.1.x and 2021.1.x, author: Krzysztof Gawczyk Introduction This article explains how to create and configure reports in WEBCON Designer Studio and on Portal. You can configure various views for your reports to present data (e.g., use charts, tables). It is also possible to create one report with all tasks, and views for each step. In this article, you will learn ho

  PDF version   1. Prerequisites (SharePoint platform) 2. Prerequisites (no SharePoint platform) 3. High availability 4. WEBCON BPS databases 5. Disaster-recovery scenario (SharePoint platform) 6. Disaster-recovery scenario (no SharePoint platform) 7. Good practices in WEBCON BPS platform maintenance 8. WEBCON BPS Farm internat/external communication diagr

Applies to version: 2021.1.x and above; author: Konrad Wojtycza The article is an update of the already existing article, it shows the configuration in version 2021.1.1. For the original see: Adding and removing privileges. Introduction In workflow instances, there is often a need for people who do not have active tasks at the indicated steps to have appropriate privileges and be ab

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

Applies to version: 2020.1.3.x and above; author: Konrad Wojtycza Introduction Translation Tool is the unofficial tool that allows you to translate WEBCON BPS configuration elements. Currently, it is not being developed because it is stable and functional – is compatible with the system from version 2019.1.x. Using Translation Tool you can export descriptions of all configuration elem

This article aims at providing key information required to configurate new application elements. The article presents both required and optional information that will help you to add configuration components, such as: Form field Step Transition path Report BPS group Action – general Action – form validation Action – e-mail notification Hardcopy templat

Applies to version: 2021.1.x and above; author: Adrian Baszak “Quick paths” is a standard functionality allowing for the use of a transition path without editing the form as well as several instances at the same time. “Quick paths” can be found useful wherever a task is repeatable and it does not require completing any form fields by the user or verifying a large amoun

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

   PDF version Introduction Requirements towards the Customer and the Integrator General information solution requirements Initial data import into WEBCON BPS Exemplary description of integration message   Introduction Document description The document sets out design and technological WEBCON BPS requirements for integration

Applies to version: 2020.1.x and above; author: Piotr Dąbrowski Introduction   WEBCON BPS handles digital signatures through dedicated actions (SDK – Software Development Kit). There are 4 plugins available to integrate with external digital signature providers: AdobeSign Autenti DocuSign Skribble This article describes the process of signing document wit

Applies to version: 2022.1.3 and above; author: Krystyna Gawryał   Introduction WEBCON BPS allows you to create templates that will then be used to automatically generate standard documents containing the data entered on the form. Previously, such automation was only possible with the Word Classic add-in for MS Word, but now the all new add-in: Word Modern is available, which c

Applies to version: 2022.1.4 and above, author: Krystyna Gawryał   Introduction Instance history is an area where the user can check what actions were performed in the Workflow. History details the steps taken by the user and the paths they took to complete the assigned task and finish the workflow. This article summarizes the most important information on the Instance history in