search results

(...) e task report. After making the changes, save the process. Below there is an example window with the introduced changes:   Fig. 4. The modified tile   In a given example business case , the manager selected the set of data, which from the level of the report allows them to find out if the task concerns a leave request, and further obtain information about: Request’s aut (...)

Applies to version 2019.1; author: Jarosława Markopolska   Introduction This article is an extension of Translation of WEBCON BPS Portal user interface content and contains more information about language configuration in WEBCON BPS Designer Studio: System language setting Mass notification language setting (added in BPS 2020.1.3) Application language setting

Applies to version 2019.1; author: Konrad Wojtycza   Introduction From the point of view of business requirements, a common need is the approval of the document by people on the designated approval path. WEBCON BPS introduces functionality that simplifies the configuration of your approval workflow – a list of items. A person authorized to approve can edit only the line

Applies to version 2019.1; author: Jarosława Markopolska   Introduction The instance number is a unique string of characters in the system (e.g., EXP/2020/09/00002) that uniquely identifies each workflow instance, and it is created when the instance is first saved. This number will always refer to the same instance and there is no option to change them, even by administrators.&nbs

Applies to version 2019.1; author: Konrad Wojtycza   Introduction The article describes the use of “Change value single field” and “Change values of multiple fields” actions on the example of the business scenario of the settlement of business trips. These actions allow you to update the value of the single form field or many form fields at the same tim

Applies to version: 2020.1.x; author: Dawid Golonka   Introduction One of the functionalities in WEBCON BPS system is the ability of using the REST API interface. API is the basic method of data exchange between two systems and it is often used both to download data and transfer it from WEBCON BPS to other applications (e.g. data transfer to the vacation system). For more informat

 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.x; author: Konrad Wojtycza   Introduction WEBCON BPS allows you to send notifications about tasks assigned to users. You can send the standard notifications which are automatically generated based on the instance content and sent after going through the next step, as well as custom notifications, that are tailored to the business needs and prepared bas

Applies to version 2020.1.3; author: Agnieszka Burda   The following article is an extension of the HTML form fields article.    Global functions In the HTML form field configuration, there are several functions for general information about the application and the process.   Fig. 1. Global functions in the HTML form field  

Applies to version 2020.1.3; author: Konrad Wojtycza   One of the basic functions of WEBCON BPS forms is validating if the fields are completed correctly. This article describes the validation mechanism.   The example workflow In the example “Purchase order” workflow, all validation actions were configured on the “Register” path.  

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 WEBCON BPS compact forms adapt the application's main form to work on mobile devices and small screens. The compact appearance may differ from the main form in the layout, order of the fields, and other aspects. When you create an application with the main form on the WEBCON BPS platform, the system automatically creates its compact ve

Applies to version 2020.1.3; author: Michał Kastelik    The "Hyperlink" action type enables you to place a button in the form bar. This button can be used to launch a specific WEBCON BPS workflow, which can be a sub workflow of the current Workflow. It can also link to other relevant information, e.g., documentation for the process or guidelines that should be taken into

(...) administrator must grant them access to the required application(s) and process(es). In the case of WEBCON BPS 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 or (...)

(...) reater flexibility when selecting the approver because you can enable the user to send the task to their direct supervisor or assign it to the approver based on any condition you define.   business case To present this action’s configuration and operation, we have created a workflow for declaring the requisition for office supplies. Fig. 1 Sample workflow   The start (...)

Applies to version 2021.1.1; author: Kinga Bożęcka 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.

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: 2016.1.x and above; author: Mateusz Syrek   Sometimes it’s needed to check at which stage of the process our subordinates are in currently. In this case, it is convenient to use the existing business entity structure. It allows us to extend the supervisor’s control over the tasks of their subordinates. For this functionality to be available you

Applies to version: 2021.1.x and above; author: Konrad Wojtycza Introduction The WEBCON BPS system enables the synchronization of exchange rates. The available sources of currency data are exchange rate tables provided by the National Bank of Poland, the European Central Bank, and the Central Bank of Russia. This article describes how to download and convert the rates provided by the Eu

Applies to version: 2021.1.x and above; author: Dawid Golonka The article is an update of the already existing article, it shows the configuration in version 2021.1.x. For the original see: Import-Export – Good process design.   Introduction WEBCON BPS has a mechanism that allows you to transfer process definitions between several independent environments. The DEV-TEST