The 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 own dashboards by using 10 widgets has appeared in WEBCON BPS 2019. In version 2020, the list of available widgets was enhanced and grouped by sections to make it easier to find them. In addition to increasing the number of elements, there is also the ability to replace the system main page of the application with its own version.
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 ‘Task assignment’ tab on the path that links two steps.
However, this is not the only way to assign a task to the user. This article discusses how you can use the “Choose an approver” action to assign a task. This action allows for greater flexibility when selecting the approver because you can enable the user to send the task to their direct supervisor or assign it to the approver based on any condition you define. If there is no approver who meets the criteria, there will be an error; it can be handled by displaying an error message to the user or assigning the task to a predefined approver.
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.
You can set up a simple workflow for creating, editing, and removing BPS users' accounts as the one shown in this article. If you add to it actions for managing BPS groups, you will create a platform for user administration and facilitate your administrator’s work.
In WEBCON BPS 2021, the form rules have been enhanced with new functions operating on text such as: CONCAT - combines two or more text strings into one text, SPLIT - splits the provided text into parts, according to a specified separator. The function returns strings separated by the semicolons ‘;’ (default separator). If no separator is found in the provided text, the function will result in one line of text, and INDEX OF – searches the provided text and returns the position where the specified string first occurs. Searching will start from the indicated position; the position of the first character is 1.
This article presents the configuration and operation of the above-mentioned functions on the form created for this purpose.
With the new configuration options introduced in version 2021, you can use prefix and suffix to enter the currency code or value. However, any information can be added there, allowing for interesting combinations and enhancing the form’s clarity. Read this article to learn how to use this functionality.
WEBCON BPS 2021 introduces the mechanism of diagnostics and recording the behavior of the form and other elements of WEBCON BPS Portal. This mode is a successor to the old Debug mode which was used to track all modifications that impact the visual layer.
Thanks to this, finding the cause of an error or incompatibility in a process operation is faster and easier. Any user can record a session and forward it to the administrator. System Administrators and Application Administrators have full access to recorded sessions, which allows them to analyze the problem faster and more conveniently.
Along with the introduction of the new version of WEBCON BPS 2021, changes in the graphical appearance of the portal have also been made. The new WEBCON BPS 2021 Portal appearance increases the ergonomics of using the platform and enables even greater graphic personalization of the application. This article describes the most important visible differences compared to the 2020 version. On the main page of the platform, the favorites elements (applications, reports, etc.) are displayed as tiles, similar to the "Frequently used applications" section.
This article presents the functionality of Favorites available in WEBCON BPS 2020 and the new way of displaying these elements in version 2021. Now, they are not only a list of shortcuts, but you also see them as tiles on your Portal's Home page.
Every element from the BPS Portal can be added to Favorites. Because of that, you can create shortcuts to reports, views, buttons launching a specific workflow, and many more. With WEBCON BPS 2021, you can conveniently start workflows and open reports from the Portal's home page.
WEBCON BPS 2021 has introduced new appearance and display options that allow you to further customize your application's start buttons. Thanks to them, you can 1) save on space in your application's dashboard by using the compact mode for buttons, 2) choose any background color for a button, 3) hide a button directly from the Portal (without opening the Designer Studio). Read this article if you want to learn how you can use those new options.
In business practice, it may be necessary to grant access to WEBCON BPS Portal and its processes to users from outside the organization. Such a user will most often not have an account in the organizational Active Directory (or in another user database). Examples of such situations: processes of negotiating contracts with contractors, employment of subcontractors and contract employees or consultation with external consultants. So that external users do not have to be added to the organizational user database, WEBCON BPS allows you to add them from the portal’s administration panel. After adding the user, they must be granted appropriate privileges to the required WEBCON BPS processes.