The "Create/Delete BPS group" action

Applies to version 2020.1.3; author: Dawid Golonka

Introduction

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.

Configuration

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).

Fig. 1. The workflow

The form view at the start step:

Fig.2 The form view at the first step

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.

At the next step, the person who is responsible for adding or deleting BPS groups can approve or reject the request.

Fig. 3. The “Acceptance” step

On the “Accept” path, actions used to add or delete users has been implemented, which are triggered when a certain condition is met. The action of adding a group will be executed if the “Request type” field is set on the “Add” position (ID=1).

Fig. 4. The action of adding BPS group

The configuration of the “Create BPS group” action

Fig. 5. The configuration of the “Create BPS group” action

In the configuration window there are several options:

• Group identifier (BPS ID) – enter the identifier of the created group in the UPN format. The name of the created group was taken from the “New group name” form field, to which an element was added, thanks to which the name corresponds to the UPN format. The ID can also be entered manually
• Group name – enter the group name
• Group member – the ability of default assigning of group members
• Synchronization mode – select the synchronization mode. After updating user or group data, an independent synchronization operation must be performed. User data synchronization may take a few seconds and until its completion, user data is not available in the system.

The “Synchronization mode” parameter defines whether the action is to wait for the synchronization process to complete. Both synchronization modes are described in the context help in the system under the “F1” button (and in the Managing BPS groups).

After going through the accept path, let’s check if the group is available in the system. To do this, go to Designer Studio -> System settings -> Global parameters -> BPS users list.

Fig. 6. The BPS users list in Designer Studio

The configuration of the “Delete BPS group” action

Fig. 7. The first step of the workflow

After selecting the “Remove” option in the “Request type” field, the “Select group to delete” field for selecting the BPS group that you want to delete will appear on the form.

To limit the possible selection only to BPS group, select the “BPS group selection” option in the configuration of this action (Fig. 8).

Fig. 8. The configuration of the “Delete BPS group” action

Select the appropriate group to be deleted and go to the “Acceptance” step. The action of deleting BPS group is executed if in the “Request type” field, the “Delete” option is selected (ID=2).

Fig. 9. The configuration of the action of deleting BPS user

In the configuration window there are several options:

• Group identifier (BPS ID) – enter the identifier of the created group in the UPN format. The name of the created group was taken from the “New group name” form field, to which a element was added, thanks to which the name corresponds to the UPN format. The ID can also be entered manually

Fig. 11. The selection of the returned value

• Synchronization mode - select the synchronization mode. After updating user or group data, an independent synchronization operation must be performed. User data synchronization may take few seconds and until its completion, user data is not available in the system

Fig. 12. The form view at the last step

In the “BPS users list” tab, you can check if the group was deleted. As you see, the group is no longer on the list.

Fig. 13. The BPS users list in Designer Studio