Knowledge Base

This article presents a workflow for checking user’s and group’s privileges in one place. It can become useful when having many deployed applications and roles with different privileges. This workflow may be used as a part of a larger group management application based on WEBCON BPS.

In the workflow, one form will display:
• Basic user information that is stored on the BPS users list.
• Groups to which the selected user belongs.
• Users who belong to the selected group.
• The user’s or group’s privileges at the application level, and at the process level, including workflow associations with the form types.
• Business rules that point to a specific user or group.

WEBCON BPS has a mechanism that allows you to transfer process definitions between several independent environments. The DEV-TEST-PROD environment model is fully supported, in which the development environment (DEV) model is designed to create new processes, the test environment (TEST) is used to perform functional tests before the final implementation of the solution on the production environment (PROD) on which the users work.

The WEBCON BPS system enables the synchronization of exchange rates. The available sources of currency data are exchange rate tables provided by the National Bank of Poland, the European Central Bank, and the Central Bank of Russia. This article describes how to download and convert the rates provided by the European Central Bank (ECB). The table of exchange rates of the ECB returns the conversion rate of how many units of a given currency corresponds to the value of one euro. The article also shows how to convert the exchange rate on weekends (the ECB exchange rate table does not return values for weekends).

In workflow instances, there is often a need for people who do not have active tasks at the indicated steps to have appropriate privileges and be able to e.g. view (read privileges) or edit an instance. In such a situation, you can use the action of adding/removing privileges at the level of individual workflow instances. You can find these actions in the “Actions” tab of a given workflow. They are most often used for entering/exiting a step and on transition paths.

WEBCON BPS 2021 introduces the ability to invoke an external tool for editing PDF files directly from the form. Therefore, it is now possible to use a digital signature on a document without having to follow the path on the form. This is a very big facilitation that significantly improves the efficiency of processes. In this article, the functionality is tested on Google Chrome version 88.0.4324.104.

This article describes the process of integration WEBCON BPS with Keycloak. Keycloak is an open source software that enables single sign-on using identity and access management in modern applications and services.

Requirements:
* WEBCON BPS StandAlone (version 2021) – the portal available with the use of SSL by the address in the FQDN format.
* Keycloak Server (the article uses version 12.0.3) - the site available with the use of SSL by the address in the FQDN format.

The model way of implementing the WEBCON BPS system is to work on three types of environments. Processes are configured on the development environment, tests of the created solution are carried out on the test environment, and end-users of the system work on the production environment. Moving processes or changes in processes between environments is possible by using the built-in application import/export mechanism. Starting from version 2021.1.1, the mechanism was extended with transferring the contents of the dictionary processes and workflows for storing document templates. The addition of the ability to transfer data from dictionary processes allows for the improvement of the process of migrating applications between environments

WEBCON BPS 2021 introduces new functionality of grouping rows of item lists. Now, users can collapse and expand groups and display subtotals when the column has been configured to display totals. This article describes how to configure and use this option on an example of a simple subscription management workflow. The subscription management process contains the “Subscription administrator” and “Financial administrator” form fields, and the item list with the following fields: Client, Product, Payment status, Subscription status, Date of reneval. The “Product” column contains information about programs/services subscribed by a client.

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.