When implementing projects in WEBCON BPS you can facilitate communication between project members via the Team feature in Microsoft Teams. Adding a new Team can be automated by using the WEBCON BPS when registering a new project workflow – you can also use the Microsoft Graph platform. The integration of the project management process with Microsoft Teams can be additionally extended upon e.g. by informing the team members about data updates in the workflow by sending them an e-mail.
This article describes 1) how to start a WEBCON BPS workflow using advanced column formatting in the SharePoint library and 2) how to download an attachment from a SharePoint library and insert it in a BPS workflow.
When designing processes and individual workflows in WEBCON BPS is it good to know how data is stored in the table, what relationships are and how particular information is displayed on the form. The following article describes the WFHistoryElements and WFHistoryElementDetails tables. The tables store data o the edition of the instances and changes of the values when going through the path. The WFHistoryElements table stores information about the instance and form fields value and the WFHistoryElementDetails table – information about values from the “Item list” form field.
WEBCON BPS can be extensively integrated with Microsoft SharePoint Online. This article describes how to start a workflow by using a standard SharePoint list with advanced column formatting.
In the presented scenario, the SharePoint list will be used to start the workflow of inviting people to the conference – after entering the name and surname, a marketing workflow will be started. The current status of the task can be checked in the SharePoint list column.
WEBCON BPS allows you to generate the Word files that can include data entered on the form. This functionality is useful in various processes such as contracts, vacations, and orders, where it is necessary to submit the document for signature. The following article describes the method of WEBCON BPS add-in installation, template preparation and action configuration for generating a .docx document. An example template was based on the employment contract process.
WEBCON BPS can be used as an efficient document management system. This article describes how to use barcodes to scan PDF files and paper documents and have them automatically added to your WEBCON workflows' instances.
Common business scenarios for using barcodes include:
1) Having a PDF document or a paper document, and scanning its barcode to relate it with an existing workflow instance.
2) Scanning the barcode on an attachment added to the HotFolder to start a workflow automatically.
An example of barcode use would be the contract conclusion process. To process the contracts prepared by the contractor in WEBCON BPS, you may need to print the PDF files to sign the documents. After signing them, you can scan the barcodes on the documents. The service recognizes the contract with the barcode located in the HotFolder and attaches it to the appropriate workflow instance based on its barcode.
Read this article for configuration details.
When designing the processes and individual workflows in WEBCON BPS, it is good to know how the data is stored in the tables, what are the relations between them and how individual information is displayed on the form. This article describes the Calendars table. The Calendars table allows you to operate the non-working and working days by defining them in WEBCON BPS Designer Studio. A properly configured calendar can bring many benefits. The chosen business example is only one of the many possibilities of using the table.
The processes designed in WEBCON BPS use the e-mail sending actions in their workflows – e.g. e-mails about active tasks waiting for the user or e-mails contain various reports. WEBCON BPS allows you to set a way of sending e-mails in which the outgoing notifications can be queued by the system and then, are sent according to the priority assigned to them. The queue can be stored in the WFMails table in the database. To enable the message queueing, go to the configuration of the “Send a custom e-mail” action and in the “Settings” tab select the “Add to sending queue” option.
Each of the individual stages of the business process requires the involvement of specific employees or groups. The degree of involvement can vary from person to person – from one action and access to some resources to participate in the entire process cycle and insight into each instance. WEBCON BPS allows you to map these conditions by using the privileges mechanism. 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.
WEBCON BPS introduces a lot of new functionalities which allow for creating more complicated processes. In some cases, developing the process is related to an increase in the number of form fields used, although this is not always necessary. This article describes how to limit the number of form fields in WEBCON BPS 2020 and presents good practices in planning and configuring process – so that these limits are not reached. All of the following limitations result directly from the WFElements (for form fields) and WFElementsDetails (for the item list) SQL table structures.