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Applies to version: 2020.3.x and above; author: Franciszek Sakławski   Introduction When creating the configurable e-mail templates there is the option to add fields from the form. This article describes how to add an item list and SQL data table fields.   Fig. 1. A list of fields available in the system   To enter these types of fields in the template is n

Applies to version: 2020.3.x and above; author: Konrad Wojtycza   Introduction Nesting business rules in the form rules allow you to refer to data contained in Active Directory or external data sources. This extends the functionality of form rules and allows you to use data outside the form when defining the process logic.   Execution of a form rule for a specific group

Applies to version 2020.1.x, author: Dawid Golonka   Introduction WEBCON BPS Standalone is what we call an installation of the system that operates without SharePoint. It was already possible to synchronize groups and individual users into the system by using the designated Portal interface. In version 2020.1.3., a new functionality for managing BPS groups and users has been add

Applies to version: 2020.1.x and above; author: Tomasz Słuszniak   Introduction When implementing projects in WEBCON BPS you can facilitate communication between project members via the Team feature in Microsoft Teams. Instead of adding a new Team manually, let WEBCON digital process automation help you!  Adding a new Team can be automated by using the WEBCON BPS when

Applies to version: 2020.1.x and above; author: Józef Cyran   One of the built-in WEBCON BPS functionalities is the ability to create a vacation process. This process can be generated by using the absence process wizard – you can also present the vacation requests on the Gantt chart.   More information about creating the process and typed data sources can be f

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   In WEBCON BPS 2020 a new functionality of reporting archived instances has been added. In the report configuration of WEBCON BPS Portal and BPS internal view type source, the option to indicate an archived database as a source for the report has been added. Information about the archiving mechanism can be fou

Applies to version: 2020.1.x and above; author: Urszula Słupik   Introduction Each WEBCON BPS workflow is a sequence of steps. On intermediate steps, there are usually tasks that must be completed by a user (or a group of users) before the instance may progress to the next step.   The tasks can be assigned in different ways: Based on the logic of the busine

Applies to version: 2020.1.x; author: Marcin Wołosz   Introduction Authentication Use of REST API Summary     Introduction The WEBCON 2019 version introduced the possibility of using REST API technology to create programming integration solutions with the system. The REST API provides full support and allows you to start new workflow instances

Applies to version: 2019.1.4.x and above; author: Wacław Stawiarski   WEBCON BPS 2019 is our first product that can operate without SharePoint in what we call a Standalone version. In the year 2019 the Standalone version was gradually improved with mechanisms emulating/replacing functionalities of the full installation – especially those regarding the operations of the SharePoi

Applies to version 2019.1.4.x; Author: Michał Bednarz   When implementing a system based on AAD authentication it might be necessary to create user management in O365 from the WEBCON BPS level. WEBCON BPS provides dedicated actions for local AD. You can use the standard actions available in WEBCON BPS (REST invoke action) and REST Service Microsoft Graph.    1. Preparin

 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

(...) n The simple workflow has been created that allows you to submit a request for adding and deleting a BPS group. The request is sent to the accepting person who can approve or reject it. The “create bps group ” and “Delete BPS group” actions are executed on the “Accept” path. In the “Request type” field, a user can select the appropriate action (Add/Delete). &n (...)

Applies to version 2020.1.3; author: Michał Kastelik   WEBCON BPS offers you several actions enabling integration with the Microsoft SharePoint Online environment and SharePoint workflows. This article describes how to manage these privileges using actions in workflows.   1. SharePoint Site Collection To configure the actions running in the SharePoint Online environmen

Applies to version 2020.1.3; author: Michał Kastelik In WEBCON BPS, your forms can be ergonomic and comfortable to read, no matter how big they are. It is possible thanks to the feature that allows you to organize your form fields into groups and configure how they work and what they look like. Read this article to learn how to create form fields groups, and use them to improve your forms

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 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: 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