(...) andard e-mail notifications along with the global template and the way of defining the configurable notifications and templates within the process. Standard e-mail When creating a task on the transition path, you can set it to send an e-mail to users to whom the task or CC task will be assigned. Such messages do not provide the additional configuration and their content is determin (...)
(...) sion: 2020.1.x and above; author: Dawid Golonka Introduction The processes designed in WEBCON BPS use the e-mail sending actions in their workflows – e.g. e-mails about active task s waiting for the user or e-mails containing various reports. The configuration of sending e-mails was described on the technical blog -> E-mails and templates in BPS. WEBCON BPS allows yo (...)
(...) icipate in the entire process cycle and insight into each instance. WEBCON BPS allows you to map these conditions by using the privileges mechanism. For more information about privileges, see task s vs privileges. The WEBCON BPS system operates based on a SQL database, one of the places where the information the privileges is stored is the WFSecurities table. Description The (...)
(...) icle described three types of actions use when configuring OCR AI. Careful planning of the workflow steps and actions and using the OCR AI Projects, can facilitate document handling and improve daily task s.
(...) rom the Designer Studio level in the “Administration tools” tab. Log review from the WEBCON BPS Designer Studio level At the top of the program interface select the “task s” tab and then the “Administration tools” option. Fig. 1. The “Administration tools” option In the window which appears on the screen, sele (...)
(...) Applies to version 2020.1.x, author: Dawid Golonka Introduction If an employee is absent, their task s can be automatically passed to another person. Read this article to learn how to configure substitutions in WEBCON BPS Designer Studio. WEBCON BPS allows you to use this workflow automation in many places. More information about the substitutions can be found in the following arti (...)
(...) w” action The action allows you to start a workflow within the same application. By using them you can start only one workflow instance – in this case it will be creating an additional task in the Design process. The action configuration consists of three tabs: Basic: In the configuration you must fill in: Process Workflow Form type Path Business entity (...)
(...) At the “Approval 2” step, a path was defined that moves back the instance to the “Registration” step. When configuring the “Back to registration” path, assign the task to a person who registered the instance – by using the “Assign to the author” option. Next, go to the Portal and check if this option works correctly. The (...)
(...) aced by actions set to trigger on a path if: The values are downloaded by using network services (web services) The default values are not necessary for a person who is currently performing a task The default values require a significant number of operations and they are related to each other (e.g. calculating a business trip) Examples This chapter describes the differe (...)
(...) the user who modified the instance can be used. After checking this option the person entered in the “Editing user” field will have read access to the new workflow instance. Additional task s assignments – by using the advanced configuration you have the ability of selecting additional people to whom the task will be assigned. You can for example assign people who will have th (...)
(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski Introduction WEBCON BPS allows us to manage our company and streamline the assignment of task s by designing workflows. A workflow is a sequence of steps that an instance of the workflow must complete to fulfill its business goal. Such a workflow facilitates and optimizes work by clearly specifying the order in wh (...)
(...) be translated by using WEBCON BPS Translator. Examples of such labels are: functionality and help description texts (Search in navigation, Search everywhere) navigation menu labels (Home, My task s, Insights, Starts, Dashboards, Reports, Searching, Structures) built-in form buttons labels (Return, Cancel editing, Save, Delete, Reload) predefined form controls, labels, and descriptions of b (...)
(...) of instances in the queue – the more instances must be processed, the more time it will take to update the last instance in the queue. In practice, if the server is efficient and data indexing task s are not queued, then such an updated instance will be refreshed in the SOLR database within a few seconds. Due to that, SearchIndex-based reports should not be used in a situation where the user (...)
(...) ttle individual business expenses. Due to the fact that there is a lot of single expenses in our company, we want the accounting department to receive a group review of expenses instead of individual task s. Let’s create the simple application that allows our employees to register individual business expenses. It will contain two steps: Registration of business expenses (steps: Registra (...)
(...) enables the integration of the WEBCON BPS platform with Microsoft Teams. The article below presents the process of add-in installation and configuration. We will also show how can you access to the task list. Installation of MS Teams add-in The process consists of downloading the add-in file and then installing it directly in MS Teams. Each user can carry out this installation by the (...)
(...) Summary The above examples are only the small part of what we can do with REST API. We can also use it to: Download and modify attachments Delete instances Download task s for users Download information about processes and a lot more The full documentation in the swagger form is available at: [Portal_address]/api and in the version with SharePoint at: [ (...)
(...) creating a document repository. A new process that will be a source of document templates for us can be easily created from a simple wizard (available in the WEBCON BPS Designer Studio in the “task s” tab). This type of process doesn’t use the process licenses – so depending on the business needs, you can easily create several dictionaries. Fig.1. Creating a ne (...)
(...) ocess to use for storing dictionary data?. Adding the dictionary processes How can we create the dictionary process? Select the “Dictionary process” option from the “task s” tab in the “Wizards” category. The wizard window for creating a new process will appear on the screen. The only difference compared to the standard proc (...)
(...) synchronization haven’t been done yet. Groups can be used for example in order to provide privileges in an application. Also see: Managing of BPS groups Assigning task s to BPS groups The "Create/Delete" BPS group action
(...) that contains the form field matrix. Generating documentation There are three options to generate documentation: right-click on a process in Designer Studio use the Ctrl + D go to the task s tab A window will appear that contains three options: Document template - Polish, English, German. Content language - a list of languages for which translations (...)