Knowledge Base

While implementing a system based on AAD authentication it might be necessary to create user management in o365 from WEBCON BPS level. BPS delivers dedicated actions for local AD. In AAD it’s possible to use standard actions available in BPS (REST invoke method) and in REST Service Microsoft Graph. You should register a new application in the AAD management console. It is done in a similar manner to registering an application to synchronize BPS user list (https://howto.webcon.com/bps-user-list-synchronization/).

WEBCON BPS Portal allows to customize the look of the platform by changing the logo and website theme. These options are available to the global system administrator. The following article describes how to change logo and theme. Privileges are provided in WEBCON BPS Designer Studio in System settings. Theme created on one of the environments: developer, test or production can be easily copied across all the other thanks to import and export functions.

WEBCON BPS Designer Studio allows to create documentation for each created process. Complete documentation consists of two files in DOCX format which includes text description of the process and of an XLSX file with form field matrix. Access to the documentation generation is granted via context menu of the process (right-click on a process in the Studio) by Ctrl + D shortcut or by the tools taskbar in the Studio. Described functionality is a huge help in post-implementation reality. Knowing that processes evolve and fit the changes happening within the company, also “Description” section needs to be updated. Even short information will suffice – the person who initiates the change and its number.

WEBCON BPS 2019 introduces the ability to integrate with cloud services provided by Microsoft Azure. The growing popularity of Microsoft Azure has caused it to become a great alternative to the classical “On-Premises” installations that guarantee high availability of the service. This article will cover the Standalone installation of WEBCON BPS without a local Active Directory domain. With the option to integrate WEBCON BPS with Azure Active Directory, we take an enthusiastic step towards cloud services – which are quickly gaining in popularity. WEBCON BPS can now be installed in environments without a local AD domain or SharePoint.

Webcon BPS Word Add-In allows to follow the history of changes in the documents placed in BPS repository (attachment list on SharePoint), compare documents which are in the repository, browse form field list and create templates for “Generate DOCX” action. Webcon BPS Word Add-In allows to follow the history of changes in the documents placed in BPS repository (attachment list on SharePoint), compare documents which are in the repository, browse form field list and create templates for “Generate DOCX” action.

Substitutions are described in great detail in the following article http://howto.webcon.com/substitutions-in-webcon-bps/. The issues it raises are still valid and this article only describes an additional functionality which was introduced in WEBCON BPS Designer Studio 2019. The biggest innovation is the method of defining substitutions – through Portal and not by using WebPart as it was in previous system versions. Managing substitutions is available on the Portal without the need to configure an additional website element.

One of the key business process optimization elements is proper task assignment. WEBCON BPS Designer Studio is designed in such a way that even the most complicated tasks are easy to manage and their assignment as well as execution are simple and clear. Described functionality is great also in law departments, HR processes or in helpdesks. Information about a new task reaches all the users and because they require only one user to work – further stages of work happen beyond the group which allows to focus on your own tasks.

Form field, path, and task tooltips are a massive help for users to easily understand the concept of WEBCON BPS applications. Consistently providing tooltips and task details across all your processes and workflows will teach users to rely on these elements to learn about their intended task. This help immensely when introducing new users to your WEBCON BPS applications, creating new applications for veteran users, or when asking users to guest in applications they don’t normally use. It is very important to use tooltips which are displayed when the user hovers the mouse pointer over a chosen form field. To add a description of the field, go to its configuration and choose the “Description” field.

This articlle presents the maximum number of various types of form fields (limit per process) and the maximum number of various types of item list columns (limit per item list).

WEBCON BPS 2019 Portal introduces a brand new method of searching for instances in the database. Search is based on SOLR engine which allows for a quick search even in very large data collections. By using SOLR technology, user can influence on how the engine searches indexed data and as a result – what the results are. Using appropriate parameters in the query allows for more precise results. Data entered to the system by the users is indexed in real time which means that it can be searched for almost immediately after it appears in the system. However a few seconds may pass between entering values to the system by the user (form field save) and creation of a new index for a modified instance in SOLR base.