Home / Knowledge Base / Processes

One of the basic features that allow you to create WEBCON BPS workflows is the possibility to task assignment. You can assign a task to a specific group, person or business entity. This article presents how to use of user groups when assigning tasks and shows exemplary solutions for task assignment in the multiple business entities environment. In each process you can grant privileges such as start new instances, access to all instances or administrator’s privileges. When configuring business entities, it is required to create as many groups as business entities existing in the respective process.

The new version of WEBCON BPS mass e-mail notification system presents a great array of possibilities to adjust the contents and graphical solutions of mass e-mail notifications to the user’s current needs. Similar to the previous WEBCON BPS version the system administrator can define the day and time of the e-mail notification taking into account of the nature and working time of the organisation. Despite the possibility of defining the circumstances, e.g., group of addressees or redirecting the e-mail to the respective address, the previous version of WEBCON BPS 2021 mass e-mail notification system has been enriched with a vast range of new functionalities and visual solutions.

Substitutions in WEBCON BPS are one of the features that allow you to optimize business processes. In previous versions of WEBCON BPS, substitutions have been limited only to operating on specific tasks in the process (performing active tasks of a replaced user). In version 2022, there are substitutions on behalf – the ability to configure a substitution in such a way that a substitute can act on behalf of the absent user.

In WEBCON BPS, it is possible to limit the types of attachments that can be added to workflow instances due to their type and size. This option can be used to block the ability to add potentially dangerous attachments to the Portal such as scripts, executables, spreadsheets with macros. The restriction will be set globally for all applications/processes and all places where you can add an attachment – forms, HotFolders, HotMailBoxes, API. When specifying the attachment’s size – remember that the IIS server setting is the overriding limitation on the size of the added file.

The model way of implementing the WEBCON BPS system is to work on three types of environments. Processes are configured on the development environment, tests of the created solution are carried out on the test environment, and end-users of the system work on the production environment. Moving processes or changes in processes between environments is possible by using the built-in application import/export mechanism. Starting from version 2021.1.1, the mechanism was extended with transferring the contents of the dictionary processes and workflows for storing document templates. The addition of the ability to transfer data from dictionary processes allows for the improvement of the process of migrating applications between environments

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.

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.

WEBCON BPS offers you the ability of importing data to the item list from an Excel file and exporting rows from the item list to an xlsx file. This article describes the configuration of importing/exporting data. Data import to the item list form field allows you to speed up the process of entering multiple data. The properly prepared data files from other systems allow you to store information in one application form. To enable import/export, go to the advanced configuration of the form field, and select the option in the “General” tab - Allow Excel export and Allow Excel import. When importing rows, not all imported fields need to be visible on the form. You can also import columns that are not visible at a given step.

Some processes in WEBCON BPS require data from some other source to operate correctly. This data can be provided from external data sources such as SQL databases or SharePoint lists. Internal sources can also be created in the system such as Fixed value lists or references to data contained in WEBCON BPS workflows. Any WEBCON BPS process can be used as a source of data for another process, however, one of the newer WEBCON BPS features is the ability to create a dictionary process – whose sole purpose is storing information.

Managing BPS groups

WEBCON BPS Standalone is what we call an installation of the system that operates without SharePoint. It was already possible to synchronize groups and individual users into the system by using the designated Portal interface. In version 2020.1.3., a new functionality for managing BPS groups and users has been added to supplement this process. 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.