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(...) Applies to version: 2022.1.x and above; author: Dominika Stelmach This article is an update of the already existing article -> webcon bps portal - Website look customization.  Introduction In WEBCON BPS, it is possible to personalize the appearance of the platform by changing the logo and color theme of the website. To be able to modify a color theme, a user must have appropriate privileg (...)

(...) d and Microsoft Word Online.   Download Installation of the Word Modern add-in requires downloading the appropriate manifest file – WordWebconBPSAddIn.xml – available in the webcon bps portal user menu. After logging in to the Portal, click on the profile icon and select Install MS Office add-ins, then Word Modern available in the drop-down list on the left.   A window (...)

(...) ldquo;Save” to keep the changes. Now, set up a new server name in the portal configuration file “appsettings.user.json”. Its default location is ”C:Program Files (x86)WEBCONwebcon bps portal appsettings.user.json”.     Run the app in the IIS and the WEBCON WorkFlow Service. Finally, check all the data sources, integrations etc. and change their configuratio (...)

(...) s built in WEBCON BPS from 2022 R3 version. The functionality makes item list more readable by displaying alternately row colour in two shades. The displayed colour depends on the theme set up in webcon bps portal . Here it is “WEBCON Light”.   Alternate row colouring in grey – WEBCON BPS Light theme default colour.   It is possible to change the item list colour or c (...)

Applies to version: 2021 R5 and 2022 R3 and above; author: Dominika Skórko   Introduction   WEBCON BPS 2021 R5 and 2022 R3 versions allow users to configure Portal–Service connection. Until now, such communication took place only via the SSPI-protected HTTP protocol. Now users can change the type of communication to NetTCP protocol secured by automatically gen

(...) ty of the “Printout a barcode label” menu button in the form preview (Main form – Global form template – Form preview). This step is skipped in the discussed example. Open webcon bps portal and the form belonging to the relevant application and process. Fill out the data and click the button entering it into the system (its name in the example is “Register”) The form created (...)

Applies to version 2019.1.x; Author: Przemysław Sierant Introduction WEBCON BPS 2022 introduces a new version of the mobile application. One of the changes made is the process of creation of the user profile. It is still possible for the system administrator to prepare a BPSX file in order to send it to a specific user as it was done so far. Specific configuration can be found h

Applies to version: 2022.1.4.47 and above; author: Grzegorz Straś Introduction Data from WEBCON BPS can now be loaded in OData format and used in Power BI Desktop and Online. This greatly simplifies WEBCON integration with Power BI, instead of manually constructing REST API queries and dealing with token-based authentication, we are able to use one of two custom connectors to easil

(...) 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 webcon bps portal and related features.   Accessibility in Portal History in webcon bps portal can be accessed from the instance level. To access it, click on the clock icon visible in the upper right co (...)

(...) : 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-mail correspondence, without having to close the e-mail applicatio (...)

(...) en working with external entities. This article describes how to install the Outlook Classic add-in and provides examples of its use.   Installation To download the add-in, log in to webcon bps portal . Click on the profile icon in the upper right corner of Portal and then Install MS Office add-ins and Outlook Classic.       Note: for the installation to be possible, (...)

Applies to version: 2022.1.x and above; author: Łukasz Maciaszkiewicz Introduction WEBCON BPS uses services to run special operations that generally do not require user interaction. Unlike Portal, which acts as a host for a website, the service can have multiple roles performing calculations and executing long operations defined previously by a user. This article describes the roles the

Applies to all versions; Single-Use Access licenses available from 2023.1.1 and above. Licensing models WEBCON BPS is currently available in two licensing models – as a subscription or perpetual license paired with an annual Software Assurance payment (which allows updating to newer versions). Perpetual licensing is not usually offered on most modern markets, except for obta

(...) Applies to version: 2022.1.x and above, author: Krystyna Gawryał   Introduction Menu button is a button available in the top bar of a form in webcon bps portal , used to trigger automations added by the user globally or in a particular workflow step. Choosing this form of triggering automations allows you to maintain a high level of readability of the form – an automation (including one or more (...)

(...) also files with various extensions (e.g. .docx, .txt, .xls, .pptx, .pdf, .png.) added to the instance as attachments. This article describes how to present and group files added as attachments in webcon bps portal , as well as selected actions triggered by events related to attachments in workflow instances.   Presentation and grouping of attachments The primary tool that can be used to define the (...)

(...) author: Łukasz Maciaszkiewicz   Introduction WEBCON BPS 2022 offers seven standard language packages a user can easily switch between changing translation of fixed elements of form and webcon bps portal . Sometimes, changing language package also involves changing the date format, which is especially important for English which in standard WEBCON BPS package is available in its American variety. This (...)

Applies to version 2023.1.x and above, authors: Dawid Golonka, Krystyna Gawryał   Introduction BPS groups is a solution that facilitates the assignment of tasks and the management of privileges granted to individual system users. This solution can be used in both standalone and cloud installations. The Export-Import mechanism makes it possible to transfer BPS groups with the applica

(...) esent case, the privileges of the BPS group administrator will be granted to the Head of the Financial Records Department, Tom Green. To add a new BPS group administrator, go to the Admin Panel in webcon bps portal by clicking on the profile picture and selecting Administration.   One the left-hand panel, select Users management ① → BPS groups ②, and then BPS group administrators ③ from the (...)

Applies to version: 2023 R1 and above; author: Łukasz Maciaszkiewicz   Introduction WEBCON BPS offers many useful functionalities, including HTML templates that allow you to generate PDF or HTML files and send custom e-mails. This article explains how to identify the item list and data table form fields using the GUID identifier in HTML templates used in the “Generate a PDF fi

(...) the Principal conducts their business as well, therefore a German-language version of the form is required. All above changes to the process can be made by the employee themselves, using Edit mode in webcon bps portal .   Enabling Edit mode As long as the user has the appropriate privileges, after enabling Edit mode in Portal, they can to some extent change the configuration of the process they u (...)