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(...) Applies to version: 2025 R1 and above, author: Krystyna Gawryał   Related doCU mentation A detailed description of the functionalities mentioned herein and their configuration can be found in the following sections of the WEBCON BPS Help: History | WEBCON BPS Form fields | WEBCON BPS   Introduction Instance history is an area where the user can check what a (...)

(...) ially include all dynamic content, such as values in “Data table”, “Data row”, “Chart”, or “HTML” form fields. Additionally, archiving does not include CU stom controls, as well as form and business rules.     The visibility of an archived instance is another important matter. In such case all the fields visible just before the instan (...)

(...) the Get add-ins button on the ribbon, in the upper right corner of the application.     A new window is displayed – go to the My add-ins tab in it, then expand the Add a CU stom add-in list, and select Add from File... .       In the next window that appears, select the manifest file downloaded from Portal, after which the system installs t (...)

(...) ecked in the Connection parameters window, the system authorizes via the browser.   Using the add-in The options available at this stage are: New – allows you to create shortCU ts to selected workflows and start new workflows in WEBCON BPS based on e-mail messages.   To add a new shortCU t, click on the plus icon located in the Add field. The tile configuration w (...)

(...) maintain mainstream support for the last two major versions of WEBCON BPS. Some versions are backed by Extended support. Mainstream support includes functional, performance, scalability, and seCU rity updates. Extended support includes only seCU rity updates.   End of support (also sometimes known as end of life) indicates that a product has reached the end of its lifecycle, and (...)

(...) ell. Since it is not recommended to manually change the imported applications, it is worth re-exporting the application component from the original environment. However, when attempting to import the CU rrent package, the wizard in the target environment prevents from proceeding to the next step – the Next button is disabled because the system has not detected any changes (No changes state). (...)

(...) 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 calCU lations and exeCU ting long operations defined previously by a user. This article describes the roles the services can perform in the WEBCON BPS system, and indicates modules linked with partiCU lar (...)

(...) Applies to all versions; Single-Use Access licenses available from 2023.1.1 and above. Licensing models WEBCON BPS is CU rrently 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 obtain (...)

(...) .x and above; author: Krystyna Gawryał   If you want to quickly check in WEBCON Designer Studio the configuration of the workflow instance you are working with in Portal, the keyboard shortCU t Ctrl+G may be helpful. When you press it, the following window is displayed: In this window, enter the URL of the workflow instance whose configuration you want to view. Then select one of tw (...)

(...) eft to make a new one.   Fig. 3. Exchange of information between users with the Append mode   This feature is useful, for example, if you want to receive feedback on a partiCU lar project or task in the process. You can quickly find the last thread of the conversation and the opinions of everyone involved in the disCU ssions.   Fig. 4. Further exchange of info (...)

(...) hor: 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 partiCU lar 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 actions) is available under (...)

(...) es to version: 2022.1.x and above, author: Krystyna Gawryał   Introduction Users who participate in a business process take on specific roles: there are those responsible for creating doCU mentation, registrants, acceptants, and employees who carry out tasks assigned to them or who are otherwise affected by the process. In WEBCON BPS, the form fields that store information about a pe (...)

(...) below. Fig. 1. The incoming correspondence workflow diagram     Registration – a step through which the system goes automatically when a workflow is started for a doCU ment appended to an e-mail sent to the HotMailBox. Revision – a task holder must verify the content of an e-mail and its attachments. There are three options for such a person: – st (...)

(...) box (to a relevant folder) there is a cost invoice workflow started. The workflow form is filled out with downloaded data, i.e. date of receipt and e-mail sender, and a .pdf file (for which a given doCU ment is started) is appended to it. The “Cost invoice” workflow diagram is presented below Fig. 1. The “Cost invoice” workflow diagram   Registration &n (...)

(...) ents based on e-mail content”   Example – “Add to elements based on barcodes in attachments” A workflow named “Agreement” is created where a .pdf doCU ment containing an agreement is generated. The doCU ment includes a barcode of a workflow instance in which it was created. Once a client sends an e-mail containing such an agreement, its scan along wi (...)

(...) roduction The overarching idea of workflow in WEBCON BPS is to exchange written information between system users and perform related tasks, such as reading, updating or modifying data on a form. DoCU mentation in the workflow consists not only of workflow instances and filled out forms, but also files with various extensions (e.g. .docx, .txt, .xls, .pptx, .pdf, .png.) added to the instance as att (...)

(...) p   Setting up button visibility is also possible for individual steps after breaking settings inheritance. This functionality provides greater flexibility and control over operations exeCU ted on item list by partiCU lar persons granted access to it on various workflow steps. See below a demonstrative configuration. Note here that the available checkboxes and their function correspond (...)

(...) s the reverse notation of date, i.e. month/day/year. This can be very misleading for people outside the USA, as they can wrongly interpret dates such as 11/12/2022 (12th November 2022). In the disCU ssed case it is explained how to change the date format from the American (en-US) to the British (en-GB) one while preserving translations of fixed elements of form and WEBCON BPS Portal.   (...)

(...) re Minimum Permissions Sending E-mail notifications Mail.Send Sending Administrative Notifications Mail.Send (for CU stom outbox settings) Processing e-mails with HotMailBoxes Mail.ReadWrite Sending and receiving MailApproval messages Mail.ReadW (...)

(...) this parameter you can edit data before they are sent or received. For example, when a system receives a value that prior to its saving requires multiplying by 0.01, you need to create a rule that exeCU tes such calCU lation. What is more, you can define the format of the returned value, which is disCU ssed in the following chapter. Business rule edition   Once the calCU lations are ex (...)