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.
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.