(...) consultation with external consultants To avoid adding external users to the organizational user database, WEBCON BPS allows you to add them from the portal’s administration panel . After adding the user, they must be granted appropriate privileges to the required WEBCON BPS processes. To properly understand the operation of the user’s administration panel , two concep (...)
(...) Below in the window, there are buttons: "Cancel session" - ends the session without saving it (only limited information about this session will be visible in the admin panel ), "Reset session" - clears all invocations made from the beginning of recording but does not end the session (the administrator will only have limited access to the part of da (...)
(...) ion, meaning it does not wait for it to be finished. Now, let us demonstrate where you can verify if a new user was created correctly. Go to “System settings” (in the left panel ), expand "Global parameters," and click on the "BPS users list." Here you can check if the user was created in the system. Fig. 7 List of BPS users in the system   (...)
(...) Applies to version 2020.1.3; author: Wojciech Kołodziej Introduction A dashboard is a panel that allows you to prepare a dedicated page where you can add various elements (called widgets) such as reports, task counters, or HTML code. Widgets are used to build a personalized application page in WEBCON BPS Portal. The ability to create your dashboards by using 10 widgets has be (...)
(...) owing the appropriate path. We can set the expected time the instance will be in a given step and the expected edit time - to do this, go to the “Analysis” tab in the editing panel of a given step. Fig.6. Setting the expected time for an instance to stay in a given step and be edited. For the purpose of our example, we will set estimated stay and e (...)
(...) nternal name; must be unique and different from “AAD” and “Google.” “Display name” – the name that will be visible in the authentication provider selection panel . Host address - data provided by the authentication provider, in the case of Google https://accounts.google.com/ Issuer - data provided by the authentication provider, in the case of Googl (...)
(...) eps (the are used when it is necessary to wait for external actions, e.g. synchronize data between systems, attach a scan, and complete a sub-workflow). You can freely drag elements from the left panel to the editing area. To connect two steps in the diagram, hover your mouse cursor over any step and connect the dots. After adding an action on the selected path, an additional icon will appear n (...)
(...) lumns configuration Under “Default Sorting,” you can sort data in chosen columns. Fig. 8 Sorting configuration Another report configuration tab is named “Search panel .” Here, you can choose the form fields by which the user can search the collected data. None of the columns are selected by default. Choose fields by which the tasks can be easily found. (...)
(...) b02e37f-73dd-445a-9138-5289e8b73ac2 The Realm is the identifier of our application. Download entire path of the log-in certificate from Single sign-on configuration panel from SAML Signing Certificate section. Choose RAW certificate. Another important information is the address of the log-in website which we can find in Single sign-on configuration section in Set u (...)
(...) ern mode may lack some functionalities that require SharePoint features to work correctly (eg. document preview in OCR verification mode, Postback mechanism). Additional changes The status panel has been moved to the right side of the form: In WEBCON BPS 2019, the status panel can now be hidden. To show/hide status panel click on “i” icon located in the upper-rig (...)
(...) em works in a Polish company and has Polish as the Portal language. Fig.7 . Employee card registration form. The employee card form has been completed. In the bottom panel of the form, there is a "Data table" form field, where information about the equipment assigned to the user in the "Hardware inventory" workflow has been loaded. In order for the (...)
(...) process element (Fig. 11) and on the Portal after selecting the Portal language (Fig. 12). The correctness of the entered translation can be verified for the specific form fields in their translation panel s. When entering the translation, remember that you should only edit the field in the columns that store the translations (marked as red). Do not edit the entire template as this may result in (...)
(...) Process form fields, system form fields displayed in the report Privileges Given to the person authorised to access the report Optional: Search panel What form fields should be included in the search panel Bulk actions Should the report hold mass actions, e.g., for rejecting several instances at the same time? Vi (...)
(...) n about acting on behalf of the Replaced person. If the Substitute makes any changes to the form or goes through the path, their personal details will appear in the Modified by section of the Info panel (see Fig. 10). Examples of other places in the system where the Substitute's personalities are available in the context of the workflow instances they are working on are given in this article in (...)
(...) istory versions of a document is not available in Word Modern. Operation To create a new .docx document template with the data defined on the form, select File Generation Templates. A panel will appear on the right side of the document, from which select your preferred Applications and Processes/Form Types, as well as form fields. The next step is to create a (...)
(...) the first characters of the searched item will display a dialog box with matching items that can be used in the rule (Fig. 2). The dialog box list includes, among others, form fields (groups and tab panel s), global and process constants, companies, workflows, and form types. The given item can be selected by navigating with the up/down arrows and confirming the selection with the Enter key. (...)
(...) ovide „domain”, „user” and „password”. Log-in process is configured on BPS Portal and only after launching the provided address, it will transfer you to the log-in panel . Further changes include deletion of “save password” and “external authentication” parameters – from now on both settings are “true” by default. BPSX file (...)
(...) ieve this is as follows: Download the connectors and place them into the “Custom connectors” repository of the Power BI installation folder. Set up an API application in the Admin panel that uses the App context type and has App.Odata.Read.All permissions (example below). In all WEBCON BPS processes that you wish to load data from, add Metadata Access at Application level and Acce (...)
(...) available only in the read-only mode and no operations can be executed on them. Additionally, the “Views” tab does not allow here to add buttons to start new instances in the upper report panel . All business and process administrators have access to the archived elements. What is more, it is possible to add more persons with access at administrator level to all the archived instances by mod (...)
(...) message in the e-mail application and click the WEBCON BPS icon. One of the options available here is Show context item form – when selected, it displays a panel on the right side of the screen with a preview of the instance to which the e-mail relates. On the other hand, selecting Actions will expand the list of the follo (...)