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(...) artments and salaries has been used. In WEBCON BPS the standard data source about employees is AD or CacheOrganizationStructure – but in this case, the data source with employees is not used to assign task s because these have been assigned to the department and project managers. For more information, see Task assignment - business rules. The use of postbacks and form rules is one method of i (...)

(...) is mechanism into a WEBCON BPS application using two workflows.  One workflow will be used to create and manage groups of users – the idea is that we can change who is in a group and assign task s to different groups.  The second workflow will be the task queue mechanism itself. It will assign a task to a user of the group (defined by the first workflow) in a round-robin until all user (...)

Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction Workflows created in WEBCON BPS are built of steps and paths which illustrate the various stages of the business process. When directing an instance to the next step, there is often a need to assign a task to a user or group of users. In some cases you may need to finish a task without waiting for

Applies to version: 2020.1.x and above; author: Marcin Pisarek     Introduction WEBCON BPS allows you to send customized e-mails to users. E-mail messages are currently an important method of communication, and the use of electronic mail accompanies us both at work and in private contacts. Very often it facilitates problem solving and speeds up decision making. There

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction WEBCON BPS allows you to optically recognize of instances and then, assign their values to the appropriate form fields. The following article describes the method of configuration a process to read data on the instance.   The configuration of WEBCON BPS system To run the OCR AI you

Applies to version: 2020.1.x and above; author: Franciszek Sakławski   There are situations in which, after going through a path, you will need to go back to one of the previous steps of the workflow e.g. when the form has been incorrectly completed or you forgot to add an attachment to the instance. The article describes two basic configuration methods: Moving back an instanc

Applies to version: 2020.1.x and above; author: Dawid Golonka     Introduction In WEBCON BPS you can create simple workflows consisting of several steps and form fields, but you can also use the subworkflows mechanism. The following article describes the action connected to subworkflows – “Update related workflow instance”. This action allows you to cha

(...) task assignment, which does a lot of workflow automation for you.   The predefined task assignment allows configuring a business application based only on its logic without having to assign task s to the specific users/groups. This option can be found in the Step edit configuration window -> Paths tab -> Task creation tab.     A simil (...)

(...) milarly, you can also use the AD or SharePoint groups.   Fig. 1. The workflow configuration – schema   The “Assign a task” transition path is configured to assign task s to s group by using the “Department responsible for” field.   Fig. 2. The path configuration – tasks assignment   The “Registration” step star (...)

(...) f these departments, there are people working in accounting who are responsible for processing company invoices. In the next step, we prepare the appropriate action templates that will allow us to assign task s to the BPS Secretariat and Accounting groups. In this case, the BPS groups will be used, but you also can use AD or SharePoint groups.   Configuration The first step is to configure th (...)

Applies to version: 2020.1.x; author: Marcin Wołosz   Introduction Authentication Use of REST API Summary     Introduction The WEBCON 2019 version introduced the possibility of using REST API technology to create programming integration solutions with the system. The REST API provides full support and allows you to start new workflow instances

Applies to version 2019.1; author: Agnieszka Mazur   Introduction In WEBCON BPS processes are divided into stages named as workflow steps. Each stage has tasks – collection of actions which need to be performed for the form to easily move to the next step. Assigning tasks makes sense if the user can fill the necessary data and send form to the next step in a short time. Ho

Applies to version 2019.1; author: Agnieszka Mazur   Introduction One of the key business process optimization elements is proper task assignment. WEBCON BPS Designer Studio is designed in such a way that even the most complicated tasks are easy to manage and their assignment, as well as execution, are simple and clear. For more information, see: Task assignment Predefine

 PDF version   1. Prerequisites (SharePoint platform)   1.1.Software   Windows Server 2012 R2, Windows Server 2016, Windows Server 2019 Microsoft SharePoint Foundation 2013 or Microsoft SharePoint Server 2013/2016/2019 MS SQL Server 2012 or higher (full text search mode required) Active Directory (or Azure Active Directory) environment 1.2

Applies to version 2019.1; author: Adrian Baszak   Introduction 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 d

(...) prover) who has not yet approved a request (Approved? = 0) in the order they were added to the list (ORDER BY DET_ID).   Fig. 8. The configuration of the action of creating the “assign task to Approvers” task   Additionally, after exiting the “Purchase order approval” step, define the flow control step which, after checking if there are still people who have (...)

Applies to version 2019.1; author: Józef Cyran   Introduction WEBCON BPS allows you to generate/update Word documents (e.g. invoices, contracts) based on a template that inserts data from the system (e.g. data from the workflow instance that caused the file to be created) and also convert them to PDF (if necessary). To do this, you need our Word add-in to be downloaded from W

(...) list on the form   To complete the task, at least one assigned person must complete it.   Dynamically task assignment The option of dynamically task assignment allows you to assign task s to people indicated in the “Person or group” and “Choice field” form fields.   Fig. 5. The task assignment section   The “Create a task&rdquo (...)

Applies to version 2020.1.3; author: Michał Kastelik   Introduction WEBCON BPS contains a built-in administration tool that allows you to quickly transfer or copy privileges from one user to another. This function can be used at the moment of changes in the structure of the organization or when delegating responsibilities to a new person in a given process.   Configurat

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