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(...) Applies to version 2020.1.3; author: Michał Kastelik The WEBCON BPS platform enables simple integration with the SharePoint Online environment and your SharePoint workflow s.  After defining the connection in Designer Studio, you have many actions at your disposal that allow you to create sites and operate on lists. This article describes actions that enable linking the WEBCON BPS applicatio (...)

(...) e will define action on entry to the step "Investment in progress". It will create a new SharePoint site.   Fig. 2 Process schema   To do it, we will go to the workflow with this step, right-click on the step’s name and select “Edit”. Now, we should open the “Actions” tab, look to the left where an “Actions list” is and choo (...)

(...) r - adding scanned files to process.   Introduction One of the WEBCON BPS basic features is pairing scanned documents with their electronic version (based on barcodes) and starting new workflow s for files added to the configured folder – HotFolder. This article describes how to configure the HotFolder and check the service configuration.   HotFolder configuration To con (...)

(...) AD Account Provisioning, MS Exchange Management, Helpdesk & ticketing, and more.   Once you have your free applications, import them to your WEBCON BPS, and enjoy your improved remote workflow !    

(...) PS Cloud, the administration panel is also used to manage user licenses.   Business case To explain how to use the BPS users list, we have created a simple “Purchase order” workflow .  At the “Purchase order approval” step, it is necessary to consult the order with a person from outside the organization; they are not on the BPS users list. To do so, we will add a (...)

(...) earch engine.  Fig. 2. Button configuration screen.   The "Hide in navigation menu" option allows you to quickly disable a button that starts a specific workflow without opening Designer Studio.  Fig. 3. Hiding a button in the navigation menu.   Compact mode    The new display mode of the start buttons enab (...)

(...) items can be added to Favorites?  Every element from the  BPS Portal can be added to Favorites. Because of that, you can create shortcuts to reports, views, buttons launching a specific workflow , and many more.  Now, with WEBCON BPS 2021, you can conveniently start workflow s and open reports from the Portal's home page.   

(...) Fig. 6 Searching for a session   Login details  Below is a simple example of how you can use the diagnostics to understand what happened on the form.  Fig. 7 Sample workflow   Fig. 8 A sample form in the start step   The "Information" form field is a data row that notifies the user that a director must approve the requisition. (...)

(...) d with version 2020.1.3 of the program. You can also use BPS groups to manage users. To read more about it, go here: The "Create/Delete BPS group" action (webcon.com)     workflow description   In this article, we show user management BPS actions on an example in which there are three separate forms; each of them triggers a different BPS user action. One form is use (...)

(...) 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 ‘Task ass (...)

(...) 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.   In this article, we will show you: 1) how to configure the tagging process, 2) an example of its use to tag planned promotions, and 3) the oppo (...)

(...) "Analysis" tab to see how long the instances were staying at a given step and how much time was spent editing them. Thanks to this, you have the information you need to improve your bpm workflow . For example, it is possible to check whether some employees spend too much time performing a task assigned to them. This will help you identify bottlenecks in your processes and take steps to bring (...)

(...) a Bożęcka Employee evaluation 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 goa (...)

(...) ecrets. This article describes the rules for configuring Task delegation substitutions, taking into account user privileges in the context of multiple databases, as well as the roles of WEBCON BPS workflow Service and global system settings.    Basic information Task delegation substitutions can be defined by users: Globally – the Substitute can perform the tasks of the (...)

(...) Applies to version: 2020 and 2021.1; author: Krzysztof Gaszczyk Start buttons start a process or workflow in WEBCON BPS. This article shows you how to create and configure them using Designer Studio or Portal. First, we explain how to do it in Studio and then how to do it on Portal. Both configurations are very similar. Configuring start buttons in Designer Studio To configure a start button, op (...)

(...) functionality is limited only by the capabilities of the SQL query language. It is possible to invoke SQL procedures using data in the WEBCON BPS form and enter/update data in the database. Test workflow s This article uses two workflow s to showcase running SQL procedures: UK Jobs Change (used in the Data operations article) and Update UK Jobs Change (configured for this article). The configuration (...)

(...) typed in this way is then sent to the IT department for further refinement. Thanks to this, people without a technical background can create and test the operation of individual application elements (workflow s, forms, dictionaries, reports).  Until the end of March 2021, Designer Desk will remain a free tool. With the publication of the WEBCON BPS 2021 R3, licensing in two variants will be introd (...)

(...) udio Fig. 4 Naming the new report in Designer Studio In the “Configuration” tab, start with configuring the Source for your report. Select from which process, form type, workflow and steps, the data for the report should be downloaded. When selecting form types, you can select all form types or choose “Selected form types” and select one or more form types. The (...)

(...) xpand 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 workflow Process description The subscription management process contains the “Subscription administrator” and “Financial administrator” form fields, and the item list with the f (...)

(...) BPS 2019) N/A N/A N/A Word templates created using the Add-In in version 2017.1 and lower Supported Supported Not supported Not supported workflow s Audit and Analysis available from workflow designer in Designer Studio Available Available Not available (replaced with Advanced Analytics Framework functionality) N/A (...)