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Applies to version: 2020.1.x; author: Wojciech Kołodziej   Introduction The OCR AI Learn mechanism allows you to create dedicated templates for recognizing documents in the process. Depending on the type of processed documents, various different distinguishers are used, which clearly indicate which template to use for the document. For example, in the invoice process – the c

Applies to version: 2020.1.3.x; author: Konrad Wojtycza   Introduction WEBCON BPS allows you to send notifications about tasks assigned to users. You can send the standard notifications which are automatically generated based on the instance content and sent after going through the next step, as well as custom notifications, that are tailored to the business needs and prepared bas

Applies to version 2020.1.3; author: Agnieszka Burda   The following article is an extension of the HTML form fields article.    Global functions In the HTML form field configuration, there are several functions for general information about the application and the process.   Fig. 1. Global functions in the HTML form field  

(...)     'Content-type' = 'application/json' } $Body = "{'set-user' : {'WEBCON_BPS' : 'HASŁO'}}" Invoke-RestMethod -Method 'POST ' -Uri $url -Credential $Cred -Body $body -headers $headers $BodyPermission="{'set-permission': {'path':['/select','/update','/spell','/suggest& (...)

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: Konrad Wojtycza   Introduction Task creation is one of the basic functionalities enabling the creation of instance workflows in WEBCON BPS. Tasks in the system can be created in the step configuration on a given path or as an action that can be placed e.g. on the entry to the step. This article describes the “Create a task action&rdqu

Applies to version 2020.1.3; author: Paweł Fijał   Introduction When creating the instance workflow in WEBCON BPS, they may be a situation where we would like the attachment added on the form to be stored in the cloud e.g. in OneDrive. People who are not taking part in the process will be able to access it. This article describes how to add attachments to OneDrive using the REST a

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 With WEBCON BPS, you can color the background of the item list form field. This functionality can facilitate data interpretation and increase transparency when presenting a lot of data.  This article will present the available options for coloring the background of the item list. Go to the coloring settings, open the item list

Applies to version 2020.1.3; author: Michał Kastelik The WEBCON BPS platform enables simple integration with the SharePoint Online environment and your SharePoint workflows.  After defining the connection in Designer Studio, you have many actions at your disposal that allow you to create sites and operate on lists. This article describes actions that enable linking the WEBCON BPS ap

Applies to version 2020.1.3; author: Michał Kastelik This article shows you how to automatically create a new SharePoint site with just one click from a WEBCON BPS form. If you want to learn about other out-of-the-box actions that use your SharePoint content in WEBCON BPS, go here.  We will show the configuration on a free WEBCON application that you can download from here: Investments

Applies to version 2020.1.3; author: Mateusz Syrek ADFS is one of the authentication providers that can be used with WEBCON BPS Portal. This article explains how you can customize your login page when you use ADFS.  Before you can customize your login page, you need to have your WEBCON PORTAL registered in ADFS. For instructions on how to do it, please refer to this article Integration of

Applies to version 2020.1.3; author: Michał Kastelik   Introduction It may be necessary to grant access to WEBCON BPS Portal and its processes to users from outside the organization. Such a user will most often not have an account in the organizational Active Directory (or in another user database). Examples of such situations are: processes of negotiating contracts with

 Applies to version 2021.1.x; author: Michał Kastelik   Introduction The new version of WEBCON BPS 2021 has brought some changes in Portal's appearance. This article describes the most important differences compared to the 2020 version.   The new appearance of the main page On the main page of the platform, the Favorites elements (applications, reports,

Applies to version 2020.1.3 ; author: Dawid Golonka    Introduction   This article describes how you can create, delete, and edit individual users in WEBCON BPS, using a standalone installation (one that operates without SharePoint). These features have been introduced with version 2020.1.3 of the program. You can also use BPS groups to manage users. To read more a

Applies to version 2020.1.3; author:  Dawid Golonka In the WEBCON BPS system, the processed instances move from one workflow step to another. Tasks are assigned in these steps, and users or groups of users assigned to these tasks must perform an action. WEBCON BPS has a comprehensive tool that allows you to choose who the task should go to in the next step; it is configured in the ‘

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 h

Applies to version: 2021.1.x and above; author: Michał Bednarz From version 2021, you can authenticate in WEBCON BPS with any provider using the OpenID Connect standard. In this article, we explain how to configure it using Google authentication as an example. Please note that the configuration is identical when you use another provider.  It is necessary to register the applicatio

Applies to version: 2021.1.x and above; author: Paweł Fijał Introduction In WEBCON BPS, it is possible to change users' synchronization from an already existing source using the WEBCON BPS installer. This article presents how to change users' synchronization from AD (Active Directory) to ADD (Azure Active Directory). Before changing the configuration of BPS users' synchron

Applies to version: 2020 R1 and above; author: Krystyna Gawryał See also: Substitutions in WEBCON BPS Substitutions in 2019 version   Introduction One of the available types of substitutions in WEBCON BPS is Task delegation substitution. Thanks to this functionality, tasks can be performed for an absent employee, while ensuring that the scope of rights granted to their