(...) 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 task s 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 in wh (...)
(...) be translated by using WEBCON BPS Translator. Examples of such labels are: functionality and help description texts (Search in navigation, Search everywhere) navigation menu labels (Home, My task s, Insights, Starts, Dashboards, Reports, Searching, Structures) built-in form buttons labels (Return, Cancel editing, Save, Delete, Reload) predefined form controls, labels, and descriptions of b (...)
(...) of instances in the queue – the more instances must be processed, the more time it will take to update the last instance in the queue. In practice, if the server is efficient and data indexing task s are not queued, then such an updated instance will be refreshed in the SOLR database within a few seconds. Due to that, SearchIndex-based reports should not be used in a situation where the user (...)
(...) ttle 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 individual task s. Let’s create the simple application that allows our employees to register individual business expenses. It will contain two steps: Registration of business expenses (steps: Registra (...)
(...) enables the integration of the WEBCON BPS platform with Microsoft Teams. The article below presents the process of add-in installation and configuration. We will also show how can you access to the task list. Installation of MS Teams add-in The process consists of downloading the add-in file and then installing it directly in MS Teams. Each user can carry out this installation by the (...)
(...) Summary The above examples are only the small part of what we can do with REST API. We can also use it to: Download and modify attachments Delete instances Download task s for users Download information about processes and a lot more The full documentation in the swagger form is available at: [Portal_address]/api and in the version with SharePoint at: [ (...)
(...) creating a document repository. A new process that will be a source of document templates for us can be easily created from a simple wizard (available in the WEBCON BPS Designer Studio in the “task s” tab). This type of process doesn’t use the process licenses – so depending on the business needs, you can easily create several dictionaries. Fig.1. Creating a ne (...)
(...) ocess to use for storing dictionary data?. Adding the dictionary processes How can we create the dictionary process? Select the “Dictionary process” option from the “task s” tab in the “Wizards” category. The wizard window for creating a new process will appear on the screen. The only difference compared to the standard proc (...)
(...) synchronization haven’t been done yet. Groups can be used for example in order to provide privileges in an application. Also see: Managing of BPS groups Assigning task s to BPS groups The "Create/Delete" BPS group action
(...) that contains the form field matrix. Generating documentation There are three options to generate documentation: right-click on a process in Designer Studio use the Ctrl + D go to the task s tab A window will appear that contains three options: Document template - Polish, English, German. Content language - a list of languages for which translations (...)
(...) harePoint users. OCR AI Engine – used to process files with a text layer (.pdf) and find information on them according to the OCR AI project configured in the system. Timeout and cyclical task s runner – activates actions defined in processes to trigger cyclically or on timeout. Communicates with a SOAP Web service from the Designers & Service Web service component in order to pas (...)
(...) tecture is described in 1-4 paragraphs From version 2019.1.1.x. to version 2020.1.2.141 – the mode is based on the native implementation of the application lists, processes, and user’s task s. Differences in architecture with regard to the new mode is described in 5 paragraph. Hybrid application Application works online – requires the internet connection with WEBCON (...)
(...) nality that simplifies the configuration of your approval workflow – a list of items. A person authorized to approve can edit only the line to which they are assigned. As for all other task s, the settings for simultaneous execution of task s determine whether the instance must be approved by one of the people indicated on the approval path or all indicated people. The second situation ca (...)
(...) nt is displayed on the form and it is more convenient to have form fields in the left panel We want to display form fields in the foreground on the form that are interesting for the person with the task at a given step (e.g. a different layout for the registrant and another for the demand approver) Breaking inheritance – overwriting configuration At the current step on the fo (...)
(...) ndividual steps. You can also set the planned time of editing an element and the time in which the element should be in a given step. It allows you to check if individual people with the assigned task do not hold it longer than they should, or if the form is created in non-intuitive manner, which will result in a longer than the assumed time of editing. This article describes the analysis func (...)
(...) y IT” step based on the “Equipment type” field. The other solution (available in 2020 version) is to create one “Approval” step and assign the task to the appropriate department in the path configuration in the “task creation” tab based on the business rule. It allows you to avoid creating two separate steps. (...)
(...) rding process – registration At the “Revoking privileges” step, the person responsible for disabling access is Borys Szyc. After revoking privileges, they must mark the task completion in the “System permissions” section and sign the form. Fig. 5. The Handwritten signature form field on the form - revoke privileges At the & (...)
(...) uch 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 task s in the system. To save time, you can use the ability of adding more users from an Excel file. Adding users from an Excel file To add users, prepare an Excel file based on the de (...)
(...) ents, differences may occur at: 1) Step in which the document is 2) Role of the person browsing the document (author, person with the task , read-only, superior or HR department) 3) Values (for example visibility of attributes independence from the values in other fields) 4) &nbs (...)
(...) Applies to version: 2020.1.3.x; author: Konrad Wojtycza Introduction WEBCON BPS allows you to send notifications about task s 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 based o (...)