Task creation is one of the basic functionalities enabling the creation of instance workflows in WEBCON BPS. Tasks in the system can be created in the step configuration on a given path or as an action that can be placed e.g. on the entry to the step. This article describes the “Create a task action” action, as well as the standard method of creating a task on a path. The functionalities described in this article fully cover the basic business needs for creating and assigning tasks, thanks to the various mechanisms e.g. parallelism of execution. The “Create a task” action allows you to simplifies and optimizes the configuration – instead of configuring multiple paths directing to the same step, we can create and configure one action e.g. on the entry to the step.
WEBCON BPS Standalone is an installation of the system that operates without SharePoint. Since version 2020.1.3., new functionality that allows you to manage BPS groups and users has been added. This article describes how to create and delete BPS groups. The simple workflow has been created that allows you to submit a request for adding and deleting a BPS group. The request is sent to the accepting person who can approve or reject it. The “Create BPS group” and “Delete BPS group” actions are executed on the “Accept” path. In the “Request type” field, a user can select the appropriate action (Add/Delete). The “Registering person” and “Date” fields are automatically filled in. After selecting the “Add” option in the “Request type” field, the “New group name” field will appear on the form – enter the group name you want to create.
The default WEBCON BPS installation contains the WEBCON BPS Search Server component, which is responsible for full-text search support. This component consists of several elements - Apache Solr (with Apache ZooKeeper), Java and WEBCON BPS Search Service. WEBCON BPS Search Service is responsible for starting/stopping Solr and ZooKeeper processes that run within the Java virtual machine. The environment prepared by the installer consists of one node. To create a high availability environment, you should prepare an environment consisting of several Solr and ZooKeeper nodes, and a loadbalancer that distributes traffic.
WEBCON BPS allows you to send notifications about tasks assigned to users. You can send the standard notifications which are automatically generated based on the instance content and sent after going through the next step, as well as custom notifications, that are tailored to the business needs and prepared based on the local template. In both cases, the content is based on the Global e-mail template – the additional elements and information can be added in the case of custom notifications. This article describes the example of global e-mail templates that can be used in WEBCON BPS processes. Editing the global template allows you to adjust the appearance of notifications sent as part of WEBCON BPS to the corporate visual identification rules. To edit global templates, you must have at least basic knowledge of the HTML markup language and the CSS stylesheet language.
The OCR AI Learn mechanism allows you to create dedicated templates for recognizing documents in the process. Depending on the type of processed documents, various different distinguishers are used, which clearly indicate which template to use for the document. For example, in the invoice process – the contractor’s Tax ID is the most used. If in the process there are several types of documents, it’s a good idea to create a distinguisher based on the Tax ID and acronym of the form type. During the teaching process, the mechanism chooses the areas where values are most likely to occur and keywords that are most likely to be found within the vicinity of the value. If the teaching process is started for the first time for a given contractor, a new dedicated template is created. The list of all templates can be found in the “System settings” tab in WEBCON BPS Designer Studio.
The form is the basic element of the workflow process. Thanks to it, users have insight to information included in attributes or attachments, they work on them entering new information/ modifying previous ones. For users to communicate with the system, they need to get a suitable interface. This article shows the concept of “Field matrix” – a mechanism responsible for presentation of data from the system. In the second part, information about detailed Form field configuration was attached and configuration of over saving of matrix configuration was discussed. The ability of managing the visibility, editability and requiredness of form fields in WEBCON BPS has been provided to cover the possible business needs of the form. The matrix of form fields and functionalities available on the described tabs enable the advanced configuration and dynamic forms.
This article describes one of the possible methods of publishing the content of the WEBCON BPS platform on the generally accessible Internet, maintaining the physical separation of the server hosting the platform. The use of firewalls and Reverse Proxy provides a security buffer in the case of e.g. DDoS attacks. Reverse Proxy acts as a physical buffer that filters external traffic, and takes on the possible effects of external attacks. Thanks to this solution, the server located in the internal network do not feel (or feels minimal) the effects of the potential attacks.
From version 2020.1.3.321 there is the ability of defining additional http headers returned in responses from the web server. This functionality can be used e.g. to increase the level of security of WEBCON BPS Portal. This is especially important when BPS Portal is publicly available on the Internet. To define headers, go to WEBCON BPS Designer Studio -> System settings -> Global parameters. The presented example is only the presentation of the possibilities of the new WEBCON BPS functionality. The configuration is not a model for the used configuration – it should be adjusted individually to the needs and recommendations of administrators.
One of the functionalities significantly extending the potential of WEBCON BPS is the possibility of using the REST API interface. This article describes how to configure a data source based on information returned by the external services that provide their API. An example of using a REST data source can be a “Contractors” data source – connecting the source from an external system can keep the data up-to-date. Another example is the use of API provided by WEBCON BPS to display a data table based on a report from the Portal. The use of REST data sources may cause a break in the operation of the service prevents the use of the form.