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.
WEBCON BPS allows you to create workflows supporting many business processes. You can use various standard and extended actions. Standard workflow requirements are filling the form, defining the next workflow steps, defining the transition path between the individual steps, creation of tasks for users. In the case of creating more complex forms, you can use the actions available in the system. Global actions are not associated to any special step in process. They refer to the whole process. According to the fact that global actions are not connected to any step or any path, in case of global actions there are five ways to call them. In step actions – connected to certain workflow step.
One of the functionalities in WEBCON BPS system is the ability of using the REST API interface. API is the basic method of data exchange between two systems and it is often used both to download data and transfer it from WEBCON BPS to other applications (e.g. data transfer to the vacation system). For more information about examples of using API see Examples of using REST API. This article describes the “Invoke REST Web service” action that allows you to use external services that provide their API. The simple workflow has been created that will return additional information about a business entity (such as KRS number or address) based on the NIP number.
Apart from standard options for adding users to the system, such as synchronization with AD or/and AAD, WEBCON BPS allows you to manually add a user. All users added in this way can log in to the system via BPS Auth., be granted privileges, and can be assigned tasks in the system. To save time, you can use the ability of adding more users from an Excel file. To add users, prepare an Excel file based on the defined template. This template can be downloaded from WEBCON BPS Designer Studio – go to the System settings tab -> BPS users list and click the Download template button. The system will download the Excel file with the defined columns in user data that should be entered.