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(...) fields included in the "Personal data" group, you must manually enter the data needed to create an account. The fields that must be completed are: BPS ID (user ID), Full name, E-mAI l.   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 &ldqu (...)

(...) 1. This article presents the configuration and operation of the functions mentioned above on the form created for this purpose.   Configuration of the CONCAT function To explAI n how to use the CONCAT function, we have created four text form fields on the form. The content of the Text 1,2,3 form fields is combined using the CONCAT function and displayed in the Concat(Text 1, (...)

(...) rm field in it. Now, the form can be sent to the supervisor of the person who registers it. Please note that here you should use the name of your form field in which you store information about avAI lable approvers. Its name may be different than the “Approver.” Fig. 8 Selecting the form field to save eligible approvers Now, we should check if our configuration is workin (...)

(...) sed to build a personalized application page in WEBCON BPS Portal. The ability to create your dashboards by using 10 widgets has been introduced in WEBCON BPS 2019. In version 2020, the list of avAI lable widgets was enlarged and grouped by sections to make it easier to find them. Also, from this version, you can replace the applications' system mAI n pages with your dashboards. This articl (...)

(...) n the “Invoice number” field.   Fig. 1. The Accounting process form   When an accounting document is processed by the OCR module, some of the form fields may remAI n blank. You can configure the form rule so that the cursor will be automatically placed on a field unfilled by OCR.   The Set Focus rule configuration In the presented example, the &ldq (...)

(...) onsists 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 campAI gn or to create a report where you group promotions by tags used in them. You can also search for workflow instances using tags and find them faster.   In this article, we will show you: 1) (...)

(...) Applies to version: 2020.1.x and 2021.1.x; author: Dawid Golonka   Introduction This article explAI ns 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, yo (...)

(...) Applies to version: 2021.1.x and above; author: Michał Bednarz From version 2021, you can authenticate in WEBCON BPS with any provider using the OpenID Connect standard. In this article, we explAI n how to configure it using Google authentication as an example. Please note that the configuration is identical when you use another provider.  It is necessary to register the application on (...)

(...) h other's competencies, set goals for the next year, and analyze achievements and goals for the previous year.  List of behaviors Let’s create an auxiliary workflow that will contAI n a list of criteria according to which employees in a given company will be assessed. Below there is a sample list of behaviors for an employee: Fig. 1 - Sample behaviors and attitudes To c (...)

(...) uo; and in the “Credentials” tab, check if the source was correctly set to Azure Active Directory. In the “Advanced” tab, start users synchronization by selecting one of the avAI lable options. If you do not start the synchronization manually, it will be performed according to the set schedule.   In the synchronization history, you can check if synchron (...)

(...) Applies to version: 2020 R1 and above; author: Krystyna Gawryał See also: Substitutions in WEBCON BPS Substitutions in 2019 version   Introduction One of the avAI lable 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 Su (...)

(...) d 2021.1; author: Krzysztof Gaszczyk Start buttons start a process or workflow in WEBCON BPS. This article shows you how to create and configure them using Designer Studio or Portal. First, we explAI n how to do it in Studio and then how to do it on Portal. Both configurations are very similar. Configuring start buttons in Designer Studio To configure a start button, open Designer Studio, ch (...)

(...) ge (configured for this article). The configuration and operation of these workflows are described below. Data input workflow The following screenshots show a fragment of the modified form contAI ning the fields for entering data into the EMSI_JobChange_UK table. Fig. 1. The fragment of the UK Job Change workflow form After following the "Add data" path, the data complete (...)

(...) out a technical background can create and test the operation of individual application elements (workflows, forms, dictionaries, reports).  Until the end of March 2021, Designer Desk will remAI n a free tool. With the publication of the WEBCON BPS 2021 R3, licensing in two variants will be introduced: For one user 10 license pack When the free period of access expires – th (...)

(...) Applies to version 2020.1.x and 2021.1.x, author: Krzysztof Gawczyk Introduction This article explAI ns how to create and configure reports in WEBCON Designer Studio and on Portal. You can configure various views for your reports to present data (e.g., use charts, tables). It is also possible to create one report with all tasks, and views for each step. In this article, you will learn how (...)

(...) isplay totals. This article describes how to configure and use this option on an example of a simple subscription management workflow Process description The subscription management process contAI ns the “Subscription administrator” and “Financial administrator” form fields, and the item list with the following fields: Client Product Payment status Subscripti (...)

(...)   As we develop WEBCON BPS, we strive to march in lockstep alongside other platform products, i.e. Windows Server, SQL, SharePoint, etc. We do our best to mAI ntAI n backward compatibility with older versions of these platforms to accommodate our diverse client base and their preferences. However, as the publishers end support for their aging products, so must we. It’s not all doo (...)

(...) Applies to version: 2017.1.x and above; author: Jacek Język Introduction The BPS users list contAI ns all information about users in the system. The AD cache was replaced with the BPS user list, but the AD and AAD are still the preferred methods for managing user data. The BPS users list will now combine users synchronized from the AD or AAD with those from external authenticati (...)

(...) Any character string Doc* Asterix character (*) replaces any character string in the searched phrase. Search results can be as following: Documents, DocReceived, DocertAI nthings. Required phrase +Invoice “+” symbol force the phrase behind it to be included in the searched data. The results will now include Invoice p (...)

(...) ase, it is convenient to use the existing business entity structure. It allows us to extend the supervisor’s control over the tasks of their subordinates. For this functionality to be avAI lable you must define the source of the data structure of the company. In case it’s missing, an Active Directory domAI n will work instead.   Configuration in WEBCON BPS Designer Studi (...)