Knowledge Base

This article explains how to create and configure reports in WEBCON Designer Studio and on Portal. You can configure various views for your reports to present data (e.g., use charts, tables). It is also possible to create one report with all tasks, and views for each step.

In this article, you will learn how to:
1) create new reports,
2) set default filters for them,
3) allow users to create private views for the reports,
4) edit the report’s view directly on Portal and save your custom view for later use.

Please note that you can import and export reports alongside the applications they belong to. You can also embed reports on SharePoint sites via Web Parts.

Most applications supporting business process automation are created in IT departments. The key to success is the effective communication of requirements and expectations – the quality of the completed system depends on how well its specifications were communicated between the intended audience and designer.. Thanks to the effective cooperation of IT departments with business departments, it is possible to create a useful and intuitive application that meets all business requirements at the same time. This article describes the concept of WEBCON BPS Designer Desk and presents how it can be operated to include business users in the design process. The example we use is a simple application for handling incoming correspondence.

The Run an SQL procedure action allows you to invoke SQL procedures from the WEBCON BPS form level, and to prepare the universal SQL queries with variables. This functionality is limited only by the capabilities of the SQL query language. It is possible to invoke SQL procedures using data in the WEBCON BPS form and enter/update data in the database. The correctly configured "Run an SQL procedure" action allows an end-user to access database resources and to edit them without the need to know the SQL language. However, please note that this edition is limited by the action configuration.

Start buttons start a process or workflow in WEBCON BPS. This article shows you how to create and configure them using Designer Studio or Portal. As you can create as many buttons as you need, and every one of them can start a different process or workflow, WEBCON start buttons will streamline your work. What is more, start buttons are imported or exported together with the process they belong to. Thanks to this, you can reuse them, for example, by putting them on your SharePoint site. Another interesting option is adding start buttons to the dashboards of your choice.

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 synchronization in Azure, create a dedicated synchronization application – for more information, see WEBCON BPS integration with Azure Active Directory. After starting the WEBCON BPS installer and approving license terms, select Tools for application management -> Users list.

Evaluation of employees is a process that is regularly carried out in each company. Automating such a process can save money by reducing the time required to assess employees and improve the workflow between superiors and employees. This article presents a scenario in which an employee and superior assess each other’s competencies, set goals for the next year, and analyze achievements and goals for the previous year. This article presents the process for assessing employee competencies. The process consists of two workflows – “List of behaviors” with a list of behaviors and “Employee assessment” that contains several steps.

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.

This article explains how to enable the analysis functionality in WEBCON BPS Designer Studio 2020. When you edit a step in Designer Studio, you can open the "Analysis" tab to see how long the instances were staying at a given step and how much time was spent editing them.

Thanks to this, it is possible to check whether some employees spend too much time performing a task assigned to them. This will help you identify bottlenecks in your processes and take steps to bring task execution times in line with the expected parameters (e.g. but making the form more intuitive and adding tooltips).

You can also set the expected time for the instance to stay at a given step and the time that can be spend editing it, giving the employees useful information about the deadlines.

This article presents an auxiliary process for creating tags that consists of only 3 steps - registration, modification, and final step.  The tags specified in it can be used in other processes, e.g., to tag individual promotions when planning a promotional campaign or to create a report where you group promotions by tags used in them. You can also search for workflow instances using tags and find them faster.

This article will show you: 1) how to configure the tagging process, 2) an example of its use to tag planned promotions, and 3) the opportunities related to it.

In WEBCON BPS 2021, a new Set Focus form function has been introduced which can be used to automatically place the cursor in the edited field, after loading the form or changing the field value. Thanks to this, you do not have to manually place the cursor in the field. The Set focus function allows you to increase the dynamics and facilitate the work with the WEBCON BPS form. This article presents the operation of this function based on a business scenario – accounting process. Below you can see the form at the cost invoice registration step. The edit cursor is automatically set in the “Invoice number” field.