In WEBCON BPS, your forms can be ergonomic and comfortable to read, no matter how big they are. It is possible thanks to the feature that allows you to organize your form fields into groups and configure how they work and what they look like. To create a new group, open WEBCON BPS Designer Studio, go to the form fields, right-click on them, and choose "New group." Alternatively, left-click on Form Fields and choose a "New group" from the right menu. Once a group has been created, you can drag form fields and drop them on the group icon to add them to the group. Then, inside the group, you can order form fields by dragging and dropping them into their desired position. Please note that you can't move form fields outside of the process in which they were created.
WEBCON BPS contains a built-in administration tool that allows you to quickly transfer or copy privileges from one user to another. This function can be used at the moment of changes in the structure of the organization or when delegating responsibilities to a new person in a given process. The administration tool should be used by advanced WEBCON BPS users. In the case of changing privileges, if you select Designer Studio administrator as the source user – they will also lose system privileges. When using WEBCON BPS Cloud Platform, apart from assigning application privileges – you must also assign licenses to the user from the level of administration tools on the portal.
One of the basic functions of WEBCON BPS forms is validating if the fields are completed correctly. This article describes the validation mechanism. In the example “Purchase order” workflow, all validation actions were configured on the “Register” path. To configure the “Validate form” action, indicate the validation condition in the “Validation rule” section, and define the message displayed for validation error. The rule may contain all syntax elements available for business rules – it should return POSITIVE, TRUE or 1 value (if the condition is met), and NEGATIVE, FALSE or 0 (if the condition is not met). You can also define the message for successful validation.
WEBCON BPS offers you several actions enabling integration with the Microsoft SharePoint Online environment. This article describes how to manage these privileges using actions in workflows. By using the SharePoint actions, you can quickly and easily automate the process of creating new privileges groups, task assigning and giving access to the selected organization resources stored in libraries and SharePoint lists. To configure the actions running in the SharePoint Online environment, first create a connection. WEBCON BPS 2020 allows you to define connections to the following environments: SharePoint 2013 On-Premises, SharePoint 2016 On-Premises, SharePoint 2019 On-Premises and SharePoint Online.
The form menu in WEBCON BPS allows you to define additional options available at the top of the form of a given application. Except for standard options such as “New”, “Save”, “Refresh” or “Delete”, you can also control the workflow paths directly from here. This article describes how to configure the application and add a list of available paths in the form menu. By default, buttons used to change the workflow steps are located at the bottom of the form. When forms are complex with many different form fields, it is often necessary to scroll to the bottom of the form to go to the path buttons. A good solution is to add a list of the available paths in the form menu.
When creating the instance workflow in WEBCON BPS, they may be a situation where we would like the attachment added on the form to be stored in the cloud e.g. in OneDrive. People who are not taking part in the process will be able to access it. This article describes how to add attachments to OneDrive using the REST action. To configure the action of sending an attachment, auxiliary business rules have been created that will return the attachment type, name, and content. The action of invoking REST Web service in WEBCON BPS allows you to send attachments to OneDrive to the specified resource. These resources can be defined dynamically – you can send the attachment to a dedicated place, or statically – the selected group of people have access to the selected resource.
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.