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Applies to version: 2020.3.x and above; author: Józef Cyran   The idea of the application For this article we will implement a simple system for dividing up tasks between a group of users, based on the following principles: The task will go to the user with the least amount of tasks If multiple users are tied for the fewest number of tasks, one of them is randomly a

Applies to version: 2020.3.x and above; author: Konrad Wojtycza   Introduction Nesting business rules in the form rules allow you to refer to data contained in Active Directory or external data sources. This extends the functionality of form rules and allows you to use data outside the form when defining the process logic.   Execution of a form rule for a specific group

Applies to version 2020.1.x, author: Dawid Golonka   Introduction 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 add

Applies to version: 2020.1.x and above; author: Michał Lalewicz   Introduction Privileges are an integral part of the WEBCON BPS system – defining what each user (or group of users) can see in an application and to what extent they can participate in the system. Privileges can be scaled and applied globally, per application, per process and even per specific form type.

(...) out from the table when the data has been viewed by the James Bond user, who has been granted the appropriate privileges.   Checking privileges from Portal level Information about which Users and Groups have the privileges in the process, associated with the workflow can be obtained in the Portal from the administrator level. From the Portal level, enter any step after registering the form, switc (...)

Applies to version: 2020.1.x and above; author: Marcin Pisarek   Introduction In WEBCON BPS the individual steps require tasks to be performed by a specific user or group of users. The appropriate design of a process and the correct assignment of tasks can improve the performance of daily duties, document processing and company management. The article describes the idea of assig

Applies to version: 2020.1.x and above; author: Urszula Słupik   Introduction Each WEBCON BPS workflow is a sequence of steps. On intermediate steps, there are usually tasks that must be completed by a user (or a group of users) before the instance may progress to the next step.   The tasks can be assigned in different ways: Based on the logic of the busine

Applies to version: 2019.1.4.x and above; author: Wacław Stawiarski   WEBCON BPS 2019 is our first product that can operate without SharePoint in what we call a Standalone version. In the year 2019 the Standalone version was gradually improved with mechanisms emulating/replacing functionalities of the full installation – especially those regarding the operations of the SharePoi

Applies to version 2019.1.4.x; Author: Michał Bednarz   When implementing a system based on AAD authentication it might be necessary to create user management in O365 from the WEBCON BPS level. WEBCON BPS provides dedicated actions for local AD. You can use the standard actions available in WEBCON BPS (REST invoke action) and REST Service Microsoft Graph.    1. Preparin

 Applies to version: 2020.1.x; author: Konrad Wojtycza   The article is an update of the already existing article, it shows the configuration in version 2020.1.3. For the original see: BPS actions - introduction.   Introduction Global form template Field matrix - basics Filling in field matrix Visibility tab Visibility - example Editability and required

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 cr

Applies to version 2020.1.3; author: Michał Kastelik   WEBCON BPS offers you several actions enabling integration with the Microsoft SharePoint Online environment and SharePoint workflows. This article describes how to manage these privileges using actions in workflows.   1. SharePoint Site Collection To configure the actions running in the SharePoint Online environmen

Applies to version 2020.1.3; author: Michał Kastelik 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. Read this article to learn how to create form fields groups, and use them to improve your forms

Applies to version 2020.1.3; author: Michał Kastelik   Introduction It may be necessary to grant access to WEBCON BPS Portal and its processes to users from outside the organization. Such a user will most often not have an account in the organizational Active Directory (or in another user database). Examples of such situations are: processes of negotiating contracts with

(...) t;Action settings" on the right, fill in the "Name" field (e.g., "Create BPS User"), and in the "Action type," select "Create BPS user" from the "BPS Users and Groups " folder. Then, introduce the condition in the “Execution condition” below.     In our example, the condition checks if the form type ID matches the form type's na (...)

Applies to version 2020.1.3; author:  Dawid Golonka In the WEBCON BPS system, the processed instances move from one workflow step to another. Tasks are assigned in these steps, and users or groups of users assigned to these tasks must perform an action. WEBCON BPS has a comprehensive tool that allows you to choose who the task should go to in the next step; it is configured in the ‘

Applies to version: 2021.1.x and above; author: Marek Suchowiejko Introduction Most applications supporting business process automation are created in IT departments. The key to success is the effective communication of requirements and expectations – the quality of the completed system depends on how well its specifications were communicated between the intended audience and desi

Applies to version 2020.1.x and 2021.1.x, author: Krzysztof Gawczyk Introduction This article explains how to create and configure reports in WEBCON Designer Studio and on Portal. You can configure various views for your reports to present data (e.g., use charts, tables). It is also possible to create one report with all tasks, and views for each step. In this article, you will learn ho

Applies to version: 2021.1.x and above; author: Józef Cyran Introduction WEBCON BPS 2021 introduces new functionality of grouping rows of item lists. Now, users can collapse and expand groups and display subtotals when the column has been configured to display totals. This article describes how to configure and use this option on an example of a simple subscription management wor

(...) vileges allowing to read data both from OU New York and OU London.   Fig. 12. Example of Active Directory’s structure   During the synchronization data of all the Users and Groups of OU New York will be downloaded (User1, User2, User3 and Employees). For users whose superior belongs to OU London, even though of the fact that synchronization is executed for OU New York, the sup (...)