(...) ontrast to the regular report, the archive instances report offers fewer options. The first difference is the lack of assignment filter and predefined filter, as it is not possible to create any user task s on the archived instances. Missing “Mass actions” tab is another difference resulting from the fact that these instances are available only in the read-only mode and no operations can be (...)
(...) osoft Outlook is one of the basic tools used by office workers. Outlook Classic and Outlook Modern add-ins are responsible for its integration with WEBCON BPS Portal. They allow users to access their task s, view the contents of selected forms, and use many other Portal features from within their e-mail correspondence, without having to close the e-mail application. This article describes the method (...)
(...) crosoft Office, which is one of the most widely used applications for managing e-mail correspondence in enterprises. Upgrading it with a dedicated WEBCON add-in will allow users to efficiently handle task s and processes from within the e-mail application itself, especially when working with external entities. This article describes how to install the Outlook Classic add-in and provides examples of (...)
(...) ot have two services running the basic features for the same process database. Checking the “Basic features” role with several associated process databases means that the service executes task s attributed to this role for all the associated databases. The “Basic features” checkbox is a collective option that groups multiple functions in the service. The functions run within (...)
(...) necessary. The license count will be updated daily. An external user will not have access to Portal, instead what they will see is an embedded view of the Application which lacks features such as: task counters, task lists, favorites, and the ability to switch between Applications. If an external user is linked to an instance in the task list view, they will be redirected to the main form view in (...)
(...) r and date of entry. Fig. 2. Information saved in the workflow instance Once the entered information is saved, editing it is no longer possible. Even if you redirect the task in the workflow to its author, the user cannot modify their entry. The user is left to make a new one. Fig. 3. Exchange of information between users with the Append mode (...)
(...) sp; Introduction Users who participate in a business process take on specific roles: there are those responsible for creating documentation, registrants, acceptants, and employees who carry out task s assigned to them or who are otherwise affected by the process. In WEBCON BPS, the form fields that store information about a person are: Choice field Data row Person or group Data tab (...)
(...) p; Registration – a step through which the system goes automatically when a workflow is started for a document appended to an e-mail sent to the HotMailBox. Revision – a task holder must verify the content of an e-mail and its attachments. There are three options for such a person: – starting separate workflows (e.g. for incoming correspondence, submission) tha (...)
(...) rkflow diagram Registration – a step through which the system goes when a workflow is started for each .pdf file appended to a message sent to a HotMailBox. Revision – a task holder revises whether the data provided on the form are correct. Acceptance – accepting an invoice or sending it back for correction. Archive – a final positive step. Canceled &nda (...)
(...) menu button. A template used for generating the agreement file contains a barcode with an ID of an “Agreement” workflow document the “Generate a PDF file” action applies to. A task holder in this step creates a .pdf file with an agreement, sends it attached to an e-mail to a client, and transits on the “Sent to client” path. Archive – a final positive step. (...)
(...) n: 2022.1.x and above; author: Krystyna Gawryał Introduction The overarching idea of workflow in WEBCON BPS is to exchange written information between system users and perform related task s, such as reading, updating or modifying data on a form. Documentation in the workflow consists not only of workflow instances and filled out forms, but also files with various extensions (e.g. .docx (...)
(...) re to have its own application with a dedicated account for sending or receiving e-mails. It is also a good practice for each application to have only the bare minimum permissions for its intended task . In the API permissions section, add the necessary permissions for the feature that will use the application. The admin must grant consent in order to fully ap (...)
(...) Applies to version 2023.1.x and above, authors: Dawid Golonka, Krystyna Gawryał Introduction BPS groups is a solution that facilitates the assignment of task s and the management of privileges granted to individual system users. This solution can be used in both standalone and cloud installations. The Export-Import mechanism makes it possible to transfer BPS groups with the application (...)
(...) etrieved from Active Directory (AD), Azure Active Directory (AAD) or whose members are external users. Dividing users into groups makes it much easier to manage their permissions, assign and delegate task s, and exchange information, for example, in case of absence. Until now, only the global system administrator had the authority to create BPS groups; similarly, only they could add new users to exi (...)
(...) light of the event followed the presentation and the Q&A session: Student Process Hackathon. Students at work The teams of 3-4 students drew the business processes topics. They were task ed with designing a document workflow prototype, form, and interesting reports using WEBCON BPS Designer Desk, and documenting their work for easy implementation. Raben and WEBON experts assisted stud (...)
(...) to include the so-called Edit mode which allows users to view the configuration of processes and edit them in Portal. This feature is dedicated especially to business users who carry out their daily task s using ready-made applications/processes, often without being able to view their configuration data. The present article describes the new feature from the point of view of such a business user. T (...)
(...) ng information: Number of instances Active instances, i.e. instances outside the final step Ended instances, i.e. instances in the final step, either positive or negative Number of active task s People involved, i.e. users who completed at least one task s on their own and whose task s are not canceled Average task duration (applies only to completed task s). If no values ar (...)
(...) nal resources. Many times, particularly when the internal resources of a company or its division appear to be insufficient, it is necessary to involve external experts, especially when a project or a task is non-recurrent and hiring a permanent expert is economically infeasible. To share instances and task s safely and conveniently, the WEBCON BPS platform is provided with the public link functiona (...)
(...) ellip; and prizes, of course. Second, a didactic mission. The students turned into company workers for a couple of hours to implement a system that automates processes and document workflows. Their task was to investigate the topic of the processes they had drawn, describe it, and save it in the BPS notation using the WEBCON BPS Designer Desk tool. The projects were evaluated by the representat (...)
(...) ach Process. These indicators function similarly to the existing Analysis feature, but offer far more freedom to customize how they are calculated. Instead of focusing on the completion time of task s in one specific step, performance indicators can be started, stopped, and restarted using actions distributed around the workflow. In effect, this allows performance indicators to calculate completi (...)