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Applies to version: 2020.1.x; author: Michał Kastelik   WEBCON BPS add-in for MS Teams 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 a

Applies to version: 2020.1.x; author: Michał Kastelik   With the introduction of the Modern form and the WEBCON BPS Platform we have the possibility to add many attachments faster and more intuitively. To add attachments just select them with the mouse and drag them to the Attachments section – no need to install any plugins.     This functionality works

Applies to version: 2020.1.x; author: Marcin Wołosz   Introduction Authentication Use of REST API Summary     Introduction The WEBCON 2019 version introduced the possibility of using REST API technology to create programming integration solutions with the system. The REST API provides full support and allows you to start new workflow instances

Applies to version: 2024 R1; authors: Przemysław Sierant, Krystyna Gawryał   Description of the functionality From version 2020 R1 of WEBCON BPS we have the possibility to embed Power BI reports on Portal dashboards. It allows us to present any data previously prepared in the Power BI service. We can embed both a view of the whole report as well as individual components. &nb

(...) ring files in the SharePoint library allows you to easily share and catalog them. All documents can be easily accessed from mobile devices. The authorization management system allows access to add or edit content only to persons authorized to do so. The files can be edit ed simultaneously by several people and their subsequent versions are possible to be inspected and compared with each other. The meta (...)

Applies to version 2020.1.64.x; Author: Mateusz Kunior   Introduction Adding the dictionary processes Dictionary processes – report Importing/exporting dictionary processes   Introduction WEBCON 2020 version introduces the possibility of using dedicated processes as standardized data dictionaries. Thanks to this, we have the possibility to easily crea

(...) coexist within one environment – supported by the export/import mechanism and those implemented directly in the production environment. In this situation we cannot block the environment from edit ing. To ensure consistency and make it more difficult to unintentionally modify the process imported into production environment, a new functionality has been added in the WEBCON BPS 2020 version call (...)

(...) on. 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 screen and select “Administration” from the drop down. (...)

Applies to version 2019.1.4.x; Author: Paweł Drab   WEBCON BPS Designer Studio can be launched from a local machine but in order to connect smoothly to both Portal and the database, it requires an environment configuration.   Depending on the chosen type of WEBCON BPS installation: with SharePoint, StandAlone   and following methods of authentication:

(...) go to “Security” and choose “Customize” for “Launch and Activation Permissions” and for “Access Permissions”.     Choose “edit ” for “Launch and Activation Permissions” and add privileges for the new user by using “Add” button.     Adding a user In the user adding window (...)

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. Preparin

(...) instruction on how to change logo and theme. On the toolbar in the upper right corner of the screen choose users’ icon and then “Themes”.     Choose “edit Themes” to open a page where you can edit an existing theme or add a new one.         In the further part of this article you will learn how to custom (...)

(...) sitory (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. Attachment l (...)

Applies to version 2019.1; author: Agnieszka Mazur   Introduction   This article describes an additional functionality introduced in WEBCON BPS 2019 that allows you to define substitutions on the Portal. In the previous BPS versions, it was only possible to define them with WebParts. Please refer to this comprehensive article:  Substitutions in WEBCON

(...) This action will not obscure current tasks on the user’s active tasks list. To do that provide “Modification (can’t delete)” privileges which essentially are privileges to edit the form field.     Click on “edit ” to do exactly that.     Below you can see an example of the configuration in WEBCON BPS Designer Studio: (...)

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 2019.1; author: Agnieszka Mazur   Introduction WEBCON BPS Designer Studio allows you to create documentation for each created process. It consists of two files - DOCX that contains the text description of the process, and XLSX that contains the form field matrix. Generating documentation There are three options to generate documentation: right

(...) WEBCON BPS Portal, contains all interface elements that allow the user to access BPS features (reports, dashboards, navigation etc.). Also contains the dynamic form (Modern form) through which users edit workflow instances in the system. Created via React JS technology as a Single Page Application. This component communicates with the rest of the application via dedicated REST web services. BPS Po (...)

(...) on, processes and instances lists preview Log history Searching instances by barcodes/2D codes (only iOS) PUSH notifications (only iOS) Webview Authentication Forms of the preview, edit and adding new instances Graphical reports   5.2. REST API for the mobile application This mode uses the same dedicated REST API services for the mobile application. Below there is (...)

Applies to version: 2020.3.x and above; author: Paweł Fijał   With the introduction of version 2019 and the entire Portal interface, several search methods have been included in Portal that allow you to search not only the content of the workflow instances but also the structure of all applications available on Portal (e.g. reports, dashboards, start buttons). This article descri