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Absence plans

The article presents two workflows - the first is used to plan absence by an employee, and the second to register absence requests (using wizard). A special workflow for creating absence plans allows the employee to plan the absence (e.g. at the beginning of the year), which will then appear on the Gantt chart. The second way is to use the absence workflow generated by the absence process wizard - in this case, the selected absence plans (e.g. not approved by the supervisor or vacation leave) will be displayed on the Gantt chart.

In the WEBCON BPS 2020 version, the attachment preview window has been expanded with the option to switch to the preview of the next or previous attachment from the list of all files attached to instances. There is also the option to download an attachment directly from the preview window. Also the 'Drag and Drop' mechanism was also expanded. It works more efficiently and you can drag e-mail directly from Outlook.

Task details

Task and step descriptions are brief instructions on a form that help users complete a task. Descriptions can improve the workflow instance by reducing the number of errors and questions. They can contain basic information which helps a new user get started with the application, and also may explain the more complex dependencies between the form fields required to add attachments or selectable paths that will make the task easier to complete.
Step description. The step description is visible by default on the right part of the form but you can move them elsewhere, just like a regular form field. This section always contains the “Task details” header, the name of the step (in the case of the start step – they will be always “Start of the process”) and description created by a person that sets up the process.

Task assignment

The application allows you to assign tasks to the appropriate groups – each group contains a list of employees responsible for the specified tasks. For example, by assigning a task to the appropriate group based on the category, you can improve task support by the support department. In the process, the maximum number of tasks for one employee has been defined. When all employees in the group have a maximum number of tasks (defined for the process), the next one go to the queue (the system step) and wait for one of the employees to complete their task.

To personalize your WEBCON BPS Portal appearance you can change the logo and color scheme of the user interface.. The global system administrator has the ability to modify these elements of the site. This article describes how to add logo to Portal – and replace the WEBCON logo in the top left corner. In the previous versions of the system, setting a custom logo required copying the graphic file to the server and providing a link to it in the site settings. In 2020.1.3. there is the ability to add the graphic file directly from a file on your computer.

The term “Related processes” refers to processes that interact with an application, but whose definition is originally in a different application. This feature can be useful in situations where you need to use the same process across multiple applications – once created in one application, it can be linked and used as a related process in others. Being in a different application does not exclude it from being used in presentation elements – related processes can be referenced in presentation configuration like any native process.

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.

WEBCON BPS can be extensively integrated with Microsoft SharePoint Online. This article describes how to start a workflow by using a standard SharePoint list with advanced column formatting.

In the presented scenario, the SharePoint list will be used to start the workflow of inviting people to the conference – after entering the name and surname, a marketing workflow will be started. The current status of the task can be checked in the SharePoint list column.

One of the methods to start a bpm workflow in WEBCON BPS is to use REST API BPS. It can be especially useful in situations such as:

1) Data exchange between different WEBCON BPS instances – e.g., there is an internal application for your organization and a public application available for your clients.
2) Data exchange with external systems e.g., CRM, ERP.

To give you an idea of how you can use it, let us show you how the REST API can be used to start a workflow in the design process.

WEBCON BPS allows you to start workflows in several ways. In addition to a manual start by the user, instances can also be launched by the system using dedicated actions. The "Start a subworkflow" action allows you to start a workflow within the same application. By using them you can start only one workflow instance – in this case it will be creating an additional task in the Design process. The "Start a subworkflow (SQL) action allows you to start a workflow instance(s) within the same BPS application and differs from the previous with its “Data” tab, and in that it is not possible to save and store the IDs of started workflow instances in form fields.