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(...) number defined in the form type).   A simple workflow has been created that contains three form types – Domestic travel (DOM), Foreign travel (FOR), and Local travel (LOC): 1. On the instance workflow level – this instance number is taken into account only if the form instance number (for which the workflow was started) is not defined or set as “Use workflow instance number”. (...)

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 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 2019.1; author: Konrad Wojtycza   The “Suggested” report allows you to quickly find the searched instance based on its current status and form field describing it. It displays all instances that have been updated or created in the last year that the user (currently vieving the portal) has access to.  Fig. 1 presents the “Suggested” r

(...) to the workflow instance by using the standard action. This action works in two modes: Adding attachments from other workflows of the current WEBCON BPS content database, selected based on the instance workflow ID – the “Based on instance ID” mode Adding attachments from other workflows from the external WEBCON BPS content database or external attachment databases selected based on the S (...)

Applies to version 2020.1.3; author: Tomasz Słuszniak   SSL Offloading (SSL Termination) is the process that allows you to transfer the encryption and decryption of the SSL connection through Reverse Proxy Server that is located “in front of” the application server. It is mainly used to relieve Web Server from performing these costly operations for the processor. &nbs

Applies to version 2020.1.3; author: Mateusz Syrek   PDF version Disclaimer Every installation of WEBCON BPS is unique, and may face certain challenges not covered here. Therefore, this document should be treated a general set of guidelines and not universal dogma. The scenario presented here was tested and used to deSharePointize our Support Portal http://support. webco

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; author: Konrad Wojtycza   Introduction Task creation is one of the basic functionalities enabling the creation of instance workflow s in WEBCON BPS. Tasks in the system can be created in the step configuration on a given path or as an action that can be placed e.g. on the entry to the step. This article describes the “Create a task action” action, as wel (...)

(...) Applies to version 2020.1.3; author: Paweł Fijał   Introduction When creating the instance workflow in WEBCON BPS, they may be a situation where we would like the attachment added on the form to be stored in the cloud e.g. in OneDrive. People who are not taking part in the process will be able to access it. This article describes how to add attachments to OneDrive using the REST action. The si (...)

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

Applies to version 2020.1.3; author: Michał Kastelik The article is an update of an already existing article; for the original see: HotFolder - 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 workflows for files added to the configured folde

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: 2020.1.x and 2021.1.x; author: Dawid Golonka   Introduction This article explains how to enable the analysis functionality in WEBCON BPS Designer Studio 2020. When you edit a step in Designer Studio, you can open the "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,

Applies to version: 2021.1.x and above; author: Kinga 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

Applies to version: 2020 R1 and above; author: Krystyna Gawryał See also: Substitutions in WEBCON BPS Substitutions in 2019 version   Introduction One of the available types of substitutions in WEBCON BPS is Task delegation substitution. Thanks to this functionality, tasks can be performed for an absent employee, while ensuring that the scope of rights granted to their

Applies to version: 2021.1.x and above; author: Józef Cyran Introduction WEBCON BPS 2021 introduces new functionality of grouping rows of item lists. Now, users can collapse and expand 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 wor

Introduction WEBCON BPS 2019 Portal introduces a brand new method of searching for instances in the database. Search is based on SOLR engine which allows for a quick search even in very large data collections.   Creating search phrases By using SOLR technology, user can influence on how the engine searches indexed data and as a result – what the results are. Using appropria

  PDF version   1. Prerequisites (SharePoint platform) 2. Prerequisites (no SharePoint platform) 3. High availability 4. WEBCON BPS databases 5. Disaster-recovery scenario (SharePoint platform) 6. Disaster-recovery scenario (no SharePoint platform) 7. Good practices in WEBCON BPS platform maintenance 8. WEBCON BPS Farm internat/external communication diagr