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Applies to version: 2020.3.x and above; author: Dawid Golonka   On WEBCON BPS Portal, one of the standard tabs that can be selected from the menu on the left is the “My tasks” tab. After selecting it, you see a report that describes a list of tasks assigned to the currently logged in person.   Fig. 1. The "My tasks" report view   On th

(...) ese applications work only in one business entity – you can select a language from the list for this business entity. A language interface in WEBCON BPS Designer Studio can be added, deleted or edit ed, after configuration of the global parameters and selecting the “Interface language packs” option (Fig. 4.).   Fig. 4. The interface language packs   Mass no (...)

Applies to version 2019.1; author: Łukasz Kraśniak   Introduction Form field, path, and task tooltips are a massive help for users to easily understand the concept of WEBCON BPS business applications. Consistently providing tooltips and task details across all your processes and workflows will teach users to rely on these elements to learn about their intended task. This help im

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: Dawid Golonka   Introduction While working on WEBCON BPS Portal, you can see the error messages displayed by the system in the upper right corner – they are displayed when the system encounters a problem and the execution of any action fails. From version 2020.1.3.277 there is the ability of previewing error logs from the administration too

(...) eople on the designated approval path. WEBCON BPS introduces functionality that simplifies the configuration of your approval workflow – a list of items. A person authorized to approve can edit only the line to which they are assigned. As for all other tasks, the settings for simultaneous execution of tasks determine whether the instance must be approved by one of the people indicated o (...)

(...) e current step on the form (Fig. 5) you can also: Overwrite the configuration of form fields, item list columns Define the visibility of the system areas Change settings such as visibility, edit ability or requirements form fields   Below there is an example – the “Analitical breakdown” item list:   Fig. 5. The red icon of the tools to signa that (...)

Applies to version 2019.1; author: Kinga Bożęcka   Introduction Mass actions allow you to go through the path (and execute the actions that are on it e.g. starting sub-workflows) for many instances at the same time. The article describes the configuration of this action and two examples of use.     Fig. 1. The example process   Fig. 2. The form

Applies to version 2019.3.x.; author: Kinga Bożęcka   In WEBCON BPS there is the ability of creating a dedicated SDK plugin. For example, these can be dedicated plugins: Converting  PDF to jpg/jpeg/png format Merging several PDFs into one Generating Excel based on the SQL query Creating/deleting SharePoint groups based on the query Changing the form type Settlement

(...) prevents incorrect instance number creation.   Instance numeration In the “Instance number” field there is a list of instances (Fig. 6):   Fig. 6. Expression edit ion   In addition to the previously described numbering within the current year, WEBCPN BPS also offers numbering within the month, days, “Date and time” form fields type and co (...)

Applies to version 2019.1; author: Józef Cyran   Introduction WEBCON BPS allows you to generate/update Word documents (e.g. invoices, contracts) based on a template that inserts data from the system (e.g. data from the workflow instance that caused the file to be created) and also convert them to PDF (if necessary). To do this, you need our Word add-in to be downloaded from W

Applies to version 2019.1; author: Tomasz Pytlak   Introduction Working with attachments is one of the basic functionalities in WEBCON BPS. Some processes, such as document repository, are only used to catalog and make files available to selected users. In others, the attachments may be of secondary importance. For example, when you want to work on a file together with your cl

Applies to version 2019.1; author: Konrad Wojtycza   Introduction The article describes the use of “Change value single field” and “Change values of multiple fields” actions on the example of the business scenario of the settlement of business trips. These actions allow you to update the value of the single form field or many form fields at the same tim

(...) ; Adding the form rule triggered on a button To properly configure the form rule invoke on the form, go to the “Advanced settings” tab of the HTML form field and open the expression edit or (three dots). The rule should be added between the quotes of the expression onClick = ”” (Fig. 5).   “MoveToNextStep” form rule invoke The “MoveToNextSte (...)

Applies to version 2019.1; author: Dawid Golonka   Introduction WEBCON BPS helps you embrace the digital transformation by giving you many options for working with electronic versions of documents and replacing standard signatures with their digital version. This article describes the new Handwritten signature form field (available from version 2019.1.4.) that allows you to a

Applies to version 2019.1; author: Konrad Wojtycza   The “Suggested” report allows you to quickly find the searched instance based on its current status and form field describing it. It displays all instances that have been updated or created in the last year that the user (currently vieving the portal) has access to.  Fig. 1 presents the “Suggested” r

Note: in version 2023, translations are available from the WEBCON BPS Portal interface and WEBCON BPS Translation Tool can be used for older versions only. With the ‘as is’ license, WEBCON additionally provides an external tool, which exports all translatable phrases from a process to an Excel spreadsheet. This spreadsheet contains additional columns, named after the langu

(...) mode: > Instance ID - indicate the instance ID from which the attachments must be copied/downloaded. The system will look for attachments within the content database to which the currently edit ed form belongs. In the presented example, this field contains the ID of the PO document selected in the “Select PO” picker field from the “Purchase order” workflow, which is a (...)

(...) ld and then the "Business rules" field. When the new screen opens, click the 'New rule' button.   Fig. 8. Adding the business rule   Then in the expression edit or, select the “SQL COMMAND” and create the SQL query referring to the element and save the rule.   Fig. 9. The configuration of the business rule   You can add t (...)

(...) FSteps – the configuration of steps WFStepForms – the configuration of the form types on the individual steps and workflows WFStepFormFields – information about requirements and edit ability of form fields and additional configuration settings on the individual forms WFStepFormFieldDetails – it describes information about requirements and edit ability of item list columns o (...)