(...) s of auto-expand – the schedule presents data taking into account the company structure, defining this property gives us the opportunity to automatically expand the structure under a given employee . Simplified presentation (present/absent) – the vacation requests presented in the schedule have different colors defined in the data source related to the vacation type. But after selec (...)
(...) simple workflows were created. 1.Register department – a workflow allows you to register a department in the company Fig. 1. The Register department workflow 2. employee registration – a workflow allows you to register an employee to the newly created department. Fig. 2. The employee registration workflow The created hyperlink acti (...)
(...) ; information about the error of sending e-mail Example of how to interpret database info The „Send a custom e-mail” action was created on the workflow used to register an employee ’s vacation request at the “Acceptance” path. Fig. 2. The workflow used to register a vacation request Below there is the result of an example query whi (...)
(...) Applies to version: 2020.1.x and above; author: Dawid Golonka Introduction Each of the individual stages of the business process requires the involvement of specific employee s or groups. The degree of involvement can vary from person to person – from one action and access to some resources to participate in the entire process cycle and insight into each instance. WEBCON BPS allo (...)
(...) Applies to version 2020.1.x, author: Dawid Golonka Introduction If an employee is absent, their tasks can be automatically passed to another person. Read this article to learn how to configure substitutions in WEBCON BPS Designer Studio. WEBCON BPS allows you to use this workflow automation in many places. More information about the substitutions can be found in the following articles (...)
(...) ; The operation executed on parallel tasks allows deciding what to happen when the first person completes the task. For example, in the Customer Service department the task can be assigned to all employee s, but if one of them first completed it – for the remaining people the task can be marked as canceled. A detailed description of this functionality can be found at Tasks vs Privileges ( (...)
(...) ed when is necessary to modify/save data outside the system. One of the examples is business trips or vacations. In the vacation processes, data tables are used to display the vacation requests of employee s in a given year. Such data can be exported directly from a workflow instance to an Excel file and then processed in an accounting firm. The form To export the file, just click the &l (...)
(...) ate a queuing mechanism that will update ten documents at a time. Business case We want to create the application “The settlement of business expenses” that will allow our employee s to settle individual business expenses. Due to the fact that there is a lot of single expenses in our company, we want the accounting department to receive a group review of expenses instead of indi (...)
(...) ch is important when considering the StandAlone version. Network share A much simpler way to store files is to add them to network shares. It allows you to quickly share files between employee s. Unfortunately, the network share doesn’t have the possibility of advanced cataloging, searching and versioning files, and gives too much control over documents to users who have the rights to (...)
(...) along the “Assign asset to user” path will move the form to the step with the same name. Here we assign the task to the person responsible. This task is about getting information from the employee whether the asset reception was confirmed or refused. The user confirms asset reception and the form field moves to the system step “Asset received”. Providing (...)
(...) 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 author employee ’s name Type of leave Start date After changing the fields configuration in the “Compact view” tab in WEBCON BPS Designer Studio, the view of the current tasks view in Outlo (...)
(...) “Load configuration” button. Fig. 3. Load configuration Workflow configuration The simple workflow is used to approve the demand for article submitted by employee s. Fig. 4. The workflow The instance can be edited only in the first step – Registration. In the next steps, it is only possible to accept or reject the applicatio (...)
(...) uding the date). The option with date is particularly useful in processes where the date of the registration in the workflow does not always correspond to e.g. the date of creation the document by an employee . A good example can be the contract archive where you want to register all contracts – concluded even several years before the implementation of WEBCON BPS, and the contract date should be (...)
(...) for equipment rental (IT and office) has been created. The main process generates a contract ready to be signed. The Equipment rental process consists of several steps. An employee selects the equipment, fills out their data and goes to the control step (here, depending on the type of equipment rented, the request goes to the IR or HR department). After approval by the appropri (...)
(...) in a foreign currency are converted into a value in PLN using the exchange rate taken from the table of exchange rates synchronized with the National Bank of Poland based on the receipts presented by employee s. Actions are defined on the “Convert” transition path and will be triggered after selecting this path by a user. Fig. 6. Actions defined on the “Convert” transiti (...)
(...) itten signature form field is available for the Modern form in both standard web browsers and browsers with Android and iOS. The simple workflow is used to support the offboarding process when an employee leaves the company has been created. The process consists of several steps such as revoking privileges to the IT systems and signing the appropriate documents. You can use the Handwritten signature f (...)
(...) allow you to easily and quickly control what is being displayed on the form. It is also worth noting that adding such buttons makes the form look much more readable and transparent, making your employee s happy that your company has adopted the digital transformation and they no longer need to use paper forms.
(...) u can add the filled-out file. Fig. 4. WEBCON BPS Designer Studio – the template import Business case If you already have some way of storing information about employee s in the internal database, and you want to export them to an Excel file, see how to easily convert the data to match the template. The #Users tab has been created that stores user’s data: (...)
(...) r of records on the list and saving a result to the appropriate field. To do this, you can use the HTML form field. After clicking the button, the “Count of employee ” field value will be updated. In the HTML form field configuration in Designer Studio, the SetValue function has been used that sets the number of records from the &l (...)
(...) es and converts to float value This function is used to validate the value and convert it to the float format. In the presented example, the “Convert string” button and “Count of employee s (string)” and “employee s (float)” form fields have been created. After clicking the button, the value from the “Count of employee s” field is rewritten to the “Emp (...)