Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control
Joget Workflow v5 Training Slides - Module 3 - Designing your first Process
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Transcript of Joget Workflow v5 Training Slides - Module 3 - Designing your first Process
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Joget Workflow v5
Designing your first Process
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Last Revised on May 2016Joget Inc Internal Use Only
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Prerequisites
• Installed Joget Workflow• Understand various components of Joget Workflow• General understanding of Joget Workflow as an end user
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Content
1. Business Process Design (BPE)2. Designing your First Workflow with Process Builder3. Running your First Automated Process4. Process Monitoring
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Chapter 1
Business Process Design (BPE)
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Business Process Management
• BPM is a management approach focused on aligning all aspects of an organization with the wants and needs of clients.
• Wants and needs = business goals
• BPM attempts to improve processes continuously.
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Business Process Engineering
1. Identify a process2. Identify start and end of the process3. Identify process participants4. Identify as-is process activities5. Identify business rules6. Identify areas for optimization: process activities and
business rules that can be:– Improved– Eliminated
7. Draw the improved / to-be process as flowchart
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Identify a Process
• E.g. Leave Application Process
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Start and End of The Process
• Start:– Applicant submits leave application form
• End:– Applicant informed with the leave application result
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Process Participants
• Leave applicant
• Leave approver
• HR department
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• Applicant submits leave application form to HOD
• HOD checks applicant’s leave balance
• HOD approves / rejects leave application
• HOD informs applicant on the application status
• HOD submits approved leave application to HR Department
As-Is Process Activities
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Business Rules
1. If leave balance is sufficient:– Approver processes leave approval
Else if leave balance is insufficient:– Reject leave application
2. If leave application is approved:– Submits the approved leave application to HR Department– Inform applicant on the approved leave
Else if leave application is rejected:– Inform applicant on the rejected leave
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To-Be Process ActivitiesAs-Is1. Applicant submits leave
application form to HOD2. HOD checks applicant’s leave
balance3. HOD informs applicant on
insufficient leave balance4. HOD approves / rejects leave
application5. HOD informs applicant on the
application status6. HOD submits approved leave
application to HR Department
To-Be1. Applicant submits leave
application form to HOD2. System checks applicant’s
leave balance3. System notifies applicant on
insufficient leave balance4. HOD approves / rejects leave
application5. System notifies applicant and
HR Department on the application status via email
impr
oved
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To-Be Leave Application Process
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Now, Identify a Process, and Engineer It!
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Sample Process Statement
• Jane needs to get some stationeries. The application that she submits will must be first approved by her immediate superior before being sent to the stationery disbursement department. The department will then notify Jane accordingly.
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Hands-On: Business Process Engineering
1. Process Name
2. Start and End
3. Participants
4. As-Is Activities 5. Business Rules
6. Optimize
7. To-Be Process
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Chapter 1 Review
• General understanding on how to best design a Process.• With the finished process design, one can now implement
it in Joget Workflow.
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Chapter 2
Designing your first Process with Process Builder
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Business Process Automation
Business Process Design
Workflow Design
Workflow
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Create Your First App
• Design Apps -> Design New App
Naming convention:Use Camel Case for better
legibility for App ID, Process ID, Activity ID
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Create Your First App
• Leave Application– Leave Approval Process
• Applicant submits• Approver approves• Applicant is notified of the application result
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Design your first Workflow Process
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• Launch Process Builder – Processes > Design Processes
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Defining your Workflow Process
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• Rename Process ID and Name
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Defining your Participant
• Rename the existing participant to Applicant
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Smart Guide*
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• The Process Builder will highlights logical errors as you design.
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The * about Smart Guide
• Advises only on possible design errors.• Will NOT advise on flawed business logic, design
inefficiency.
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Insert Activities and Transitions
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• Drag and drop, select the appropriate nodes to build the Workflow Process.
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Rename Activity ID and Name
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• Rename the activity node to make it meaningful.• Use camel case naming convention for ID (submitLeave).
Naming convention:Use Camel Case for better
legibility for App ID, Process ID, Activity ID
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Completing the Design
• Insert the rest of the activities
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Implementing the Business Rule
• Route: Diamond-shaped node – Used to implement business rules
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Defining the Transition Condition
• When the status variable is met with certain condition, route accordingly.
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Anything else…
• Handling the “otherwise”
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If and otherwise…
• Does this resemble the typical programming if-else condition block?
• Is this the best design?• Why not if-else if?
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Declaring the Workflow Variable
• Variable used in the Workflow Process must be declared in the Process’s properties.
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Good to know
• Expressions in “Condition” are evaluated in Javascript.• Workflow variable are stored as string.
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Also Good to know
• Native Javascript functions are accepted.– E.g. status == "Approved" && parseInt(balance) > 0
• Make sure of debugger tool such as Firebug to test the expression before deploying.
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Deploying your Process Design
• On the bottom left of the designer, click on “Deploy” to push your finished design back into your Joget Workflow App.
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Chapter 2 Review
• Create a new App.• Design and deploy Process design into the App.• Understand the naming convention.• Define various kind of process design elements.• Define workflow variable and condition.• Deploying process design back to Joget.
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Chapter 3
Running Your First Automated Process
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Verify the Workflow Process
• Run through the Workflow Process to verify.
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Verify the Workflow Process
• Complete the Assignment to proceed.
Activity name configured in Process Builder
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Accessing the Assignments
• App Center -> Inbox
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Set the status variable as “Approved”
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Determining the flow using route
• Manipulating the Workflow using Workflow Variable
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Set the status variable as “Approved”
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Completing the subsequent assignments
• Verify the flow and complete the flow.
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Exercise
• Run the process again to test out the “Rejected” case scenario.
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Good to know
• At this point of time, the App is NOT published yet therefore end user would not be able to run it.
• “Run Process” available at the App Designer’s Processes tab is a convenient way to verify its flow.
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Discussion
• Who is Applicant? Who is Approver? Have we actually defined who they really are?
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Chapter 3 Review
• Evaluate and verify the workflow process.
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Chapter 4
Process Monitoring
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Monitoring Processes
• Allows you to monitor the status of processes, both running and completed.
• Allows you to view an audit trail of workflow actions• Captures process data to allow for the generation of
reports.
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Monitor Running Processes
• Click on Monitor from the Admin Bar to access.
Process Instance ID Format:#_AppId_ProcessId
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Monitor Completed Processes
• Click on “Completed Processes” to see completed process instances.
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View the Details of a Running Process Instance
• From the list of running processes, click into any instance.• Details on the current state of the selected process
instance will be shown.
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View the Details of a Running Process Instance
Which activities are completed?
Which activity is active now?Activity Instance ID format:
#_ProcessInstanceId_ActivityId
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View the Details of a Running Process Instance• There are buttons to allow actions to be taken on the process
instance.
– View Graph• Displays the workflow diagram, where the current activities are highlighted in
yellow.– Abort Instance
• Terminates the process instance, leaving the process data intact– Remove Instance
• Permanently delete the process instance, process data will be removed as well– Re-evaluate
• In cases where participant mappings are changed before the process is completed, this action will allow pending assignments to be reassigned to the newly mapped participants.
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View the Details of an Activity
Workflow variable value
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View the Details of a Running Activity Instance• There are buttons to allow actions to be taken on the activity
instance.
– Re-evaluate• Re-evaluate the participant mapping for the current activity instance.
– Re-evaluate assignment(s) for user• Re-evaluate all assignments of a particular user.
– Reassign user• Reassign one of the assignee(s) of this activity instance to another user.
– Complete• Complete the activity instance as the current logged in user.
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Discussion
• What if a person who is assigned to an assignment has left the organization? What can we do?
• In production, when one has thousands of instances running, how to quickly identify the troubled one?
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Chapter 4 Review
We have learnt to:1. Monitor running and completed processes.2. Drill down into activity details of each process that is
running or completed.3. Debug workflow processes by examining workflow
variable value.4. Appreciate the “Re-evaluate” feature in process
monitoring.
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Module Review
1. Business Process Design (BPE)2. Designing your First Workflow with Process Builder3. Running your First Automated Process4. Process Monitoring
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Recommended Further Learning
• Designing Forms for the activities created in your Process Flow.
• Configure Process Tool plugin for the tool created in your Process Flow.
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Stay Connected with Joget Workflow
• http://www.joget.org • http://community.joget.org • http://twitter.com/jogetworkflow • http://facebook.com/jogetworkflow • http://youtube.com/jogetworkflow • http://slideshare.net/joget
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