Applies to version 2017.1.3.x; Author: Bartłomiej Spyrka SDK configuration for an ‘Administration process’ used to find and manage personal data 1. Introduction This article presents methods of utilizing features available in WEBCON BPS version 2017.1.3.x to prepare a process for GDPR-related data management. In this article you will learn: How to approach the Administrative process […]
Tag: Action
BPS Integration scenarios with SalesForce and Dynamics REST API
Applies to version 2016.1.x; Author: Karol Wozniak BPS version 2016 introduced new functionalities which allow simple integration with external service providers. The integration is conducted through the usage of API (Application Programming Interface) supplied by third party vendors. From the perspective of WEBCON BPS, the API can be employed in one of two ways: As […]
Action – Set workflow status
Applies to version: 2016.1.x; author: Damian Matuła User story I want to create a process that would help evaluate how time-consuming the project is. A consultant will create a preliminary evaluation before the instance reaches the person in charge. The diagram below shows a process created for demonstration purposes. (Fig. 1) Fig. 1 – Diagram […]
Action: Add, Update and Remove attachment
Applies to version 2016.1.x; Author: Jakub Okrzesik WEBCON BPS 2016 introduced (among other things) 3 new actions which can be used to heavily automate managing attachments on workflow instances. These 3 actions can add, remove or modify workflow instance attachments according to their configuration. Below you will a detailed description on how to correctly configure […]
Action – Start a subworkflow
Applies to version 8.3.x and above; Author: Kamil Nędza Intro When starting a new workflow with an action, there are three available modes to do it. They are found at the bottom of the Basic configuration tab: As a subworkflow of current instance– The created instance will be a subworkflow of the current workflow instance. […]
Action – SharePoint group members management
Applies to version 8.3.x; Author: Mariusz Burek Adding and removing users from SharePoint groups Obtaining information about what groups a certain user belongs to is rather time-consuming, as is adding/deleting a single user to/from multiple groups. WEBCON BPS allows you to modify the contents of SPS groups with the help of workflow instances, through an […]
Generating and converting documents in WEBCON BPS – Use case
Applies to BPS version 8.3.x; Author: Karol Woźniak Actions that generate Word and Excel documents offer a simple of adding attachments to a Workflow element. By using BPS Word Add-In we gain the ability to create dynamic documents which obtain up-to-date values directly from the desired form fields. Thanks to the Convert Word to PDF […]
Action templates
Applies to version 8.3.x; Author: Jakub Okrzesik Introduction A new functionality was introduced in version 8.3 which allows you to save a sizeable chunk of time when implementing processes, reducing the probability of making an error in the configuration at the same time. Action templates will be today’s topic, they essentially allow you to create […]
Moving workflow elements en masse
applies to version: 8.2.x, author: Kamil Nędza How to move large quantities of related elements from multiple workflows with one click. A process is often built from many intertwined workflows. The simplest relationship between workflows is the one between parent workflows and subworkflows. The main workflow, which represents some form of business model, can have […]
Action: Invoke a webservice
Applies to version 8.2.x; author Piotr Bagazja A very common scenario for Enterprise Resource Planning (ERP) systems is migrating or integrating data between two different systems. The difference in technologies is often a problem, as it creates a conundrum in the architecture of data transfer and their format. This problem is resolved with the use […]