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(...) 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 process ing and company management. The article describes the idea of assigning tasks to groups – on the (...)

(...) Applies to version: 2020.1.x and above; author: Paweł Drab   When creating large and complex process es, 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? A w (...)

(...) s “for learning” The ability to hide learn fields if the recognized values are compatible with the expected ones, e.g., with the values of suppliers’ documents or rules set in the process   C) The designation of the learning buttons is “remembered” until the learning OCR action is triggered. All fields marked by the user as ‘to learn’ will be ma (...)

(...) gic, without indicating the specific users or groups.     For example, in the Back to the author step – the task will be forwarded to the person who started the process . A detailed description of this functionality can be found at Predefined task assignment (webcon.com)   Based on the business rule In the 2020 version, the “Always to& (...)

(...) To add the report, go to the WEBCON BPS Portal and select the “Table” from the menu.     In the Table report configuration, in the Source tab, select the process containing the item list that will be loaded.     To add item list columns to the configured report view, open the Columns tab and select columns from the item list t (...)

(...) ality.   Business case The new functionality can be used when is necessary to modify/save data outside the system. One of the examples is business trips or vacations. In the vacation process es, data tables are used to display the vacation requests of employees in a given year. Such data can be exported directly from a workflow instance to an Excel file and then process ed in an accounting (...)

(...) d translation of Portal content.   Translations in the system Phrases that can be translated in WEBCON BPS are divided into two categories. On one hand, there are phrases connected with process and application configuration. Those text phrases can be different in every process and are defined independently. Translatable phrases from configuration areas are for example: process name, form fi (...)

(...) rtments (similarly, the mechanism can also be used in the case of companies) – in Cracow and Warsaw. In each of these departments, there are people working in accounting who are responsible for process ing company invoices. In the next step, we prepare the appropriate action templates that will allow us to assign tasks to the BPS Secretariat and Accounting groups. In this case, the BPS groups wil (...)

(...) ta on the form) and creating a new index in the SOLR database for the updated workflow instance. It depends on: server load and the number of instances in the queue – the more instances must be process ed, the more time it will take to update the last instance in the queue. In practice, if the server is efficient and data indexing tasks are not queued, then such an updated instance will be refreshed (...)

(...) xpenses have already been updated).   Fig.1. New expense reporting form   Fig. 2. Form for settling reported expenses   Fig. 3. Connection diagram between process es   Let’s create the queue mechanism in such a way, that the cyclical action takes only those instances that haven’t been moved in the previous cycle. For this purpose, we need (...)

(...) lies to version: 2020.1.x; author: Michał Kastelik   WEBCON BPS add-in for MS Teams 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 an (...)

(...) copy image files (e.g. screenshots) by using the system clipboard. This functionality can be used in workflows where the user is required to attach some sort of screenshot (e.g. in support process es).   How do you add any image to the workflow instance? After copying the image to the system clipboard (e.g. by using the Print Screen key) just click on the attachments area and past (...)

(...) using “Impersonation” which allows you to call API in the context of a specific user. Before starting your tests, you need to give your newly registered App the privileges to start the process – you can do this in exactly the same as you would assign privileges to regular users or groups.     Use of REST API For testing we will use the API verification tool (...)

(...) ticle, we will show you how to use WEBCON  BPS as a document management system.   In WEBCON BPS, we usually store documents in the following places: As attachments in dictionary process es for templates In the SharePoint library As an attachment to any instance On a network share   There is no one definitive way to store this type of file – the approach to ma (...)

(...) r the first time, you will see a window where you must choose the content database that you want to use. For SharePoint installations, select the SharePoint website address associated with WEBCON BPS process es and your preferred log-in method. This time we have the option of using the integrated log-in or by using the user’s login and password.   Pic. 6. Choosing content database for S (...)

(...) Applies to version 2019.1; author: Agnieszka Mazur   Introduction There is handful of articles about Microsoft Word Add-In already. The most general one covering the installation process and basic functions can be found here: Microsoft Word Add-In The following article describes comparing Word documents.   Basic information Webcon BPS Word Add-In allows to follow th (...)

(...) ber of substitutions on the website and choose substitution execution mode: turned off, basic, or via a dedicated application.     Basic mode allows to define substitutions per process and per business entity. You can choose a process that will have substitution management turned off in the WEBCON BPS Designer Studio.       Selecting the checkboxe (...)

(...) Applies to version 2019.1; author: Agnieszka Mazur   Introduction In WEBCON BPS process es 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. However t (...)

(...) Applies to version 2019.1; author: Agnieszka Mazur   Introduction One of the key business process optimization elements is proper task assignment. WEBCON BPS Designer Studio is designed in such a way that even the most complicated tasks are easy to manage and their assignment, as well as execution, are simple and clear. For more information, see: Task assignment Predefined task (...)

(...) 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-click (...)