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(...) and above; author: Paweł Drab   When creating large and complex processes, problems with workflows becoming too complicated can often appear, which can be problematic especially for end-User s. To check if our process requires reconstruction and simplification, we recommend making an audit of such workflow.   Why should we do a workflow audit? A workflow audit in WEBCON BPS (...)

(...) k account number divided into several values   B) Form rules that allow you to display/hide the “OCR Train” button     Examples of use: Selecting User s responsible for marking fields as “for learning” The ability to hide learn fields if the recognized values are compatible with the expected ones, e.g., with the values of suppliers&rsq (...)

(...) 0.1.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 User s) before the instance may progress to the next step.   The tasks can be assigned in different ways: Based on the logic of the business application (predefined tas (...)

(...) ndash; the default name of the file is the name of Data table form field, Open the Excel spreadsheet – open a directly generated spreadsheet without saving it. All columns visible to the User are exported to the file. Important! For performance reasons, a maximum of 1,000 rows can be exported from a Data table to an Excel spreadsheet.   Fig.3. Generated Excel file The (...)

(...) “Insights”  section, which allow you to quickly find important information in your processes. The Suggested report shows instances that can be the most important for the User . These instances are designated based on the date of the last modification and the modifying person. In the report we find all instances which have been assigned to the User and have been modified by (...)

(...) without opening the form. Unlike SQL-based reports, SearchIndex reports are indexed in the background by the WEBCON BPS service. Some time may pass between entering a value into the system by the User (via saving some data on the form) and creating a new index in the SOLR database for the updated workflow instance. It depends on: server load and the number of instances in the queue – the mor (...)

(...) allows us to hide such reports.   Configuration  Let’s enter the selected report's configuration and check the “Hide in navigation menu” option in the “User privileges” tab.     After saving the changes, our report will be displayed everywhere as before (on dashboards, as an embedded code, etc.), but it won’t appea (...)

(...) ll 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 themselves – they don’t  need to have the administration privileges. Go to WEBCON BPS Portal and click on the User menu and then select the &ldq (...)

(...) ny number of attachments in this way. We also have the ability to copy image files (e.g. screenshots) by using the system clipboard. This functionality can be used in workflows where the User is required to attach some sort of screenshot (e.g. in support processes).   How do you add any image to the workflow instance? After copying the image to the system clipboard (e.g. by (...)

(...) ’t stored by us and if you will lose it, it cannot be viewed again. There is also a possibility of using “Impersonation” which allows you to call API in the context of a specific User . Before starting your tests, you need to give your newly registered App the privileges to start the process – you can do this in exactly the same as you would assign privileges to regular us (...)

(...) nt in which we work and the business requirements.   Dictionary process for document templates WEBCON BPS 2020 version introduced several new features which will be a great solution for User s of the StandAlone version that don’t use SharePoint. We have added the ability to create your own dictionary processes and document repositories that can replace the lists and documents librar (...)

(...) ngelog presents these changes as they happened version-by-version. For example WEBCON BPS 2019 introduced a mechanism which can substitute SharePoint Groups and allows for an easier management and User privilege allocation in the system. In order to create/edit/delete local groups, log in to WEBCON BPS Portal, choose you accounts’ icon which is located in the upper-right corner of the scre (...)

(...) combination of installation and authentication method. Links to specific subsections are found in table 1. WEBCON BPS Designer Studio always opens in the context of the currently logged in Windows User . This means that when using more than one domain, you should use SQL login to connect to the database.   Installation type Database login method SharePoint (...)

(...) 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. Preparing th (...)

(...) of the website Customization of the website is dead simple. Below you will see a short instruction on how to change logo and theme. On the toolbar in the upper right corner of the screen choose User s’ icon and then “Themes”.     Choose “Edit Themes” to open a page where you can edit an existing theme or add a new one.     (...)

(...) BPS repository (attachment list on SharePoint), compare documents which are in the repository, browse form field list and create templates for “Generate DOCX” action. In order to allow User to edit attachments added to the document it is needed to configure the website and name with the attachment library. If the target library doesn’t exist just create new from any location. Atta (...)

(...) titutions.    2019 version Managing substitutions is available on the Portal without the need to configure an additional website element.     Clicking on the User icon in the upper-right corner of the screen will display the list from which choose „Substitutions.”     Choosing „Substitutions” will redirect to a pa (...)

(...) ded 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. However there are situations where tasks are assigned and instead of improving the work, they unnecessarily complicate it. (...)

(...) ion, see: Task assignment Predefined task assignment Task assignment - business rules   Parallel tasks Clicking on the transition path button finishes the task of the logged-in User or of the person who was substituted. If other User s have unfinished tasks on this step then an instruction pointed by the parameter visible on the screen below will be executed for them.   (...)

(...) ly transffered to the documentation so it is not required to multiply this information in the "Documentation" field.  In the "Description" column type a suggestion for the User how to correctly fill in a specified field. This information is displayed directly on the form as a tooltip. This field is also transffered to the generated documentation file.    (...)