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Applies to version: 2020.1.x and above; author: Marcin Pisarek   Introduction In WEBCON BPS the individual steps require tasks to be performed by a specific user or group of users. The appropriate design of a process and the correct assignment of tasks can improve the performance of daily duties, document processing and company management. The article describes the idea of assig

Applies to version: 2020.1.x and above; author: Paweł Drab   When creating large and complex processes, problems with workflows becoming too complicated can often appear, which can be problematic especially for end-users. To check if our process requires reconstruction and simplification, we recommend making an audit of such workflow.   Why should we do a workflow audit?

Applies to version: 2019.1.4.x and above; author: Anna Puka   Introduction In WEBCON BPS 2020, two new standard reports – Anomalies and Suggested are available in the “Insights”  section, which allow you to quickly find important information in your processes. The Suggested report shows instances that can be the most import

Applies to version: 2019.1.4.x and above; author: Jacek Język   Introduction WEBCON BPS 2019.1.4 introduces the ability to define your language packs for the WEBCON BPS Portal user interface. This allows you to independently create expansions of the supported interface languages list and adapting it to the needs of subsequent system implementations. However, the issue of trans

Applies to version 2020.1.x; Author: Paweł Drab   Introduction Contracts, employment applications, invoice templates, or technical documentation – a repository of documents in our company can grow to incredible proportions. In this article, we will show you how to use WEBCON  BPS as a document management system.   In WEBCON BPS, we usually store documents in

(...) the configuration of the dictionary process is changed. The dictionary process uses only one Start step, and in WEBCON BPS Designer Studio we cannot add any further steps to the workflow (the “workflow designer ” tab and the option to add a step from the “Configuration and steps” tab are blocked). The dictionary process also prevents you from adding attachments to workflow instances. See al (...)

Applies to version 2019.1; author: Agnieszka Mazur   Introduction In WEBCON BPS processes are divided into stages named as workflow steps. Each stage has tasks – collection of actions which need to be performed for the form to easily move to the next step. Assigning tasks makes sense if the user can fill the necessary data and send form to the next step in a short time. Ho

Applies to version 2019.1; author: Agnieszka Mazur   Introduction WEBCON BPS Designer Studio allows you to create documentation for each created process. It consists of two files - DOCX that contains the text description of the process, and XLSX that contains the form field matrix. Generating documentation There are three options to generate documentation: right

 PDF version   1. Prerequisites (SharePoint platform)   1.1.Software   Windows Server 2012 R2, Windows Server 2016, Windows Server 2019 Microsoft SharePoint Foundation 2013 or Microsoft SharePoint Server 2013/2016/2019 MS SQL Server 2012 or higher (full text search mode required) Active Directory (or Azure Active Directory) environment 1.2

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

Applies to version 2019.1; author: Jarosława Markopolska   Introduction The instance number is a unique string of characters in the system (e.g., EXP/2020/09/00002) that uniquely identifies each workflow instance, and it is created when the instance is first saved. This number will always refer to the same instance and there is no option to change them, even by administrators.&nbs

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   Introduction In WEBCON BPS there is the option to add attachments to the workflow instance by using the standard action. This action works in two modes: Adding attachments from other workflows of the current WEBCON BPS content database, selected based on the instance workflow ID – the “Based on instance ID&rdqu

Applies to version 2020.1.3; author: Mateusz Syrek   PDF version Disclaimer Every installation of WEBCON BPS is unique, and may face certain challenges not covered here. Therefore, this document should be treated a general set of guidelines and not universal dogma. The scenario presented here was tested and used to deSharePointize our Support Portal http://support. webco

 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 2020.1.3; author: Dawid Golonka   Introduction WEBCON BPS Standalone is an installation of the system that operates without SharePoint. Since version 2020.1.3., new functionality that allows you to manage BPS groups and users has been added. This article describes how to create and delete BPS groups.   Configuration The simple workflow has been cr

Applies to version 2020.1.3; author: Michał Kastelik   Introduction The form menu in WEBCON BPS allows you to define additional options available at the top of the form of a given application. Except for standard options such as “New”, “Save”, “Refresh” or “Delete”, you can also control the workflow paths directly from here. This

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 2020.1.3; author: Michał Kastelik   Calculated columns enable you to display additional information in WEBCON BPS reports. They are created by adding a new column in the report and then inserting a SQL  formula. They allow the report to be supplemented with additional fields that are not present in an application. A calculated column only works within a given