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Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction WEBCON BPS allows us to manage our company and streamline the assignment of tasks by designing workflows. A workflow is a sequence of steps that an instance of the workflow must complete to fulfill its business goal. Such a workflow facilitates and optimizes work by clearly specifying the order i

Applies to version 2017.1   WEBCON BPS gives a wide range of possibilities when it comes to assigning tasks. Tasks for users can be created based on the value of a form field, SQL/CAML query, directly indicating the users/groups or by selecting one of the predefined options. This article describes the predefined options of task assignment, which does a lot of workflo

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: Anna Puka   Introduction In WEBCON BPS 2020, two new standard reports – Anomalies and Suggested are available in the “Insights”  section, which allow you to quickly find important information in your processes. The Suggested report shows instances that can be the most import

Applies to version: 2019.1.4.x and above; author: Jacek Język   Introduction WEBCON BPS 2019.1.4 introduces the ability to define your language packs for the WEBCON BPS Portal user interface. This allows you to independently create expansions of the supported interface languages list and adapting it to the needs of subsequent system implementations. However, the issue of trans

Applies to version 2020.1.x; Author: Paweł Drab   Introduction Contracts, employment applications, invoice templates, or technical documentation – a repository of documents in our company can grow to incredible proportions. In this article, we will show you how to use WEBCON  BPS as a document management system.   In WEBCON BPS, we usually store documents in

Applies to version 2019.1.4.x; Author: Paweł Drab   WEBCON BPS Designer Studio can be launched from a local machine but in order to connect smoothly to both Portal and the database, it requires an environment configuration.   Depending on the chosen type of WEBCON BPS installation: with SharePoint, StandAlone   and following methods of authentication:

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 2019.1; author: Agnieszka Mazur   Introduction   This article describes an additional functionality introduced in WEBCON BPS 2019 that allows you to define substitutions on the Portal. In the previous BPS versions, it was only possible to define them with WebParts. Please refer to this comprehensive article:  Substitutions in WEBCON

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: 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: 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

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

Applies to version 2019.1; author: Tomasz Pytlak   Introduction Working with attachments is one of the basic functionalities in WEBCON BPS. Some processes, such as document repository, are only used to catalog and make files available to selected users. In others, the attachments may be of secondary importance. For example, when you want to work on a file together with your cl

Applies to version 2019.1; author: Konrad Wojtycza   Introduction Adding a button to the form The “Registration of purchase order” workflow Adding the form rule triggered on a button “MoveToNextStep” form rule invoke “InvokeMenuAction” form rule invoke “InvokeRule” form rule invoke “Startelement/OpenElement”

Applies to version 2020.1.3; author: Agnieszka Burda   The following article is an extension of the HTML form fields article.    Introduction HTML form fields are available since WEBCON BPS 2020.1.3. version - they allow you to use all HTML language tag. The HTML form field can be defined as adding a custom HTML code to the standard code of the WEBCON BPS form

Applies to version 2020.1.3; author: Franciszek Sakławski   Introduction Apart from standard options for adding users to the system, such as synchronization with AD or/and AAD, WEBCON BPS allows you to manually add a user. All users added in this way can log in to the system via BPS Auth., be granted privileges, and can be assigned tasks in the system. To save time, you can us

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