(...) n the “Responsible” field to whom the task is assigned in the next step. Below there is a query used to select a person: Fig. 10. The "Responsible" field is the Person or Group type. The SQL query returns an employee's login to whom the task is delegated and sets them as a field value The query returns the user’s login (PersonLogin) – the I (...)
(...) automatically filled in. The selection of the other three parameters seen on the form: the person to be added, the accepting person, and the group that will be modified, is done by using three “Person or Group ” form fields. To limit the possible selections in the “Select a group to modify” field to only show BPS groups, in the configuration window of the form field we check the “BPS (...)
(...) ch window -> an additional pop-up window appears, where you can select several options Autocomplete -> a text field that dynamically suggests answers depending on the given characters Person or Group – allows you to search and select people, domain groups or SharePoint groups. Date and time – allows you to present and edit date and time Yes/No choice – used to select the Yes (...)
Applies to version: 2020.1.x and above; author: Józef Cyran One of the built-in WEBCON BPS functionalities is the ability to create a vacation process. This process can be generated by using the absence process wizard – you can also present the vacation requests on the Gantt chart. More information about creating the process and typed data sources can be f
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 employees 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
(...) Floating point number 50 Choice field 90 (in total)* Survey field – choice list Date 50 Yes/No choice 20 Person or Group 15 Data row (SQL Row) No limit Data table (SQL Grid) No limit Chart No limit Google map 3 Gantt chart 2 (...)
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; author: Agnieszka Mazur Introduction One of the key business process optimization elements is proper task assignment. WEBCON BPS Designer Studio is designed in such a way that even the most complicated tasks are easy to manage and their assignment, as well as execution, are simple and clear. For more information, see: Task assignment Predefine
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: Dawid Golonka Introduction WEBCON BPS Standalone is an installation of the system that operates without SharePoint. Since version 2020.1.3., new functionality that allows you to manage BPS groups and users has been added. This article describes how to create and delete BPS groups. Configuration The simple workflow has been cr
Applies to version 2020.1.3; author: Michał Kastelik WEBCON BPS offers you several actions enabling integration with the Microsoft SharePoint Online environment and SharePoint workflows. This article describes how to manage these privileges using actions in workflows. 1. SharePoint Site Collection To configure the actions running in the SharePoint Online environmen
(...) BPS ID (user ID), Full name, E-mail. The other fields are optional; you can set up a BPS account without filling them in. The Approver is selected using a form field of the "Person or Group " type (in the “Picker fields” folder). In the attachments section, in the "User photo" category, a graphic file with the user's photo has been attached. The requirement (...)
Applies to version 2020.1.3; author: Dawid Golonka In the WEBCON BPS system, the processed instances move from one workflow step to another. Tasks are assigned in these steps, and users or groups of users assigned to these tasks must perform an action. WEBCON BPS has a comprehensive tool that allows you to choose who the task should go to in the next step; it is configured in the ‘
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
(...) Fig. 3. The "Always to" option Dynamic – by indicating a form field that stores the appropriate users/groups (If it is a form field other than the “Person or Group ” type, you must designate a column that contains a user login or group ID). Fig. 4. The "Dynamic" option SQL query – by entering the appropri (...)
(...) For each example, we will show the user’s view and the SQL query that returns the appropriate data. Choosing a user or a group Before any data is displayed, the user must select a Person or Group . Basic information about the user will be displayed next to it. Fig.2 Selecting a user or a group to see information about them SQL query returning user data from BP (...)
(...) n when the exact value, designed to be selected, is entered or on the basis of a value entry the accurate value can be selected. Fig. 12 Choice field with a search option Person or Group field The Person or Group field operates as a separate form field, being de facto a choice field that uses the data source, that is, the organisational structure of a business entity (in mos (...)
This article aims at providing key information required to configurate new application elements. The article presents both required and optional information that will help you to add configuration components, such as: Form field Step Transition path Report BPS group Action – general Action – form validation Action – e-mail notification Hardcopy templat
Applies to version: 2021.1.x and above; author: Wojciech Kołodziej Introduction One of the basic features that allow you to create WEBCON BPS workflows is the possibility to task assignment. You can assign a task to a specific group, person or business entity. This article presents how to use of user groups when assigning tasks and shows exemplary solutions for task assignment in the multip
(...) Message field type Required Comments REGISTRATION_DATE Registration date (Date field) DATE Y Document registration date REGISTRANT Registrant (Person or Group ) STRING Y Registrant (domain login or name) DOCUMENT_NUMBER Instance number (text field) STRING Y Automatically assigned upon registration e.g. F/2019/01/0001 (...)