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Make sure that you have first completed the previous tutorial - Designing a Userview |
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Introducing the new Process Builder
- In the App design page, click on the the Processes menu menu on the left, and then on the the Design Processes button button along the top.
- The The Process Builder is is one of the main highlights in Joget v5 replacing the older older Workflow Designer.
- There are 3 main areas in the Process Builder. On the top (red), the the Navigator panel panel contains a list of processes together with the action buttons on the right. On the left (blue), this is where the element palette is placed by default. One can move it around to suit one's style. The main panel in the middle is the the Graph area area (green) that contains the actual process diagram.
- Click on the edit icon under the process name in the Navigator. This brings up the properties dialog where you can edit the process details.
- Add Add Participants into into the process by clicking on the green add button under current Participant. Participants represent users or roles that perform a certain task. Click on the edit button while hovering over the participant name to set its properties.
- Add Add activities, tools and and routes into into the process diagram. Activities represent forms which require human interaction. Tools represent system or automated tasks, and routes are decision points. Use Use transitions to to link them all together in a flow. You may either expand your design by connecting from existing nodes or by dragging the required nodes from the element palette into the process diagram.
- To handle routing (for example approval conditions), use use Routes in in combination with with workflow variables. To create a workflow variable, double click on the process name in the Navigator to bring up the process dialog. Click on the first small icon under the Workflow variable heading, and key in the ID of the variable e.g. status.
- Once a workflow variable has been defined, hover over on on a transition and and click on on the edit icon to open the transition dialog.
- In the transition dialog, select type type Condition, select the variable variable status in in Variable and and key in in Approved into the into the Value field field*.* This means that this transition will occur if the value of status is "Approved".
- Set the transition type to to Otherwise to to indicate that it is the default path to take when other conditions are not met. The Otherwise transition is shown in orange. An example of a simple routing process is as shown below:
- Ensure that the process has a proper proper Start and and End. Click on on Deploy to to deploy the process to the server.
Mapping Participants to Users
- Once a process has been successfully deployed, return to the previous tab/window. The new process diagram will be generated after you click on on OK. Joget will interpret the process diagram and load the process details.
- Participants defined in the process are listed in the the Map Participants to Users tab tab, and you can map each participant to specific people. Click on on Add/Edit Mapping to to map to specific groups, users, organization chart, etc. If no mapping is done for a participant, any tasks are automatically defaulted to the current user instead.
Mapping Activities to Forms
- In the the Map Activities to Forms tab tab, all process activities are listed.
- For each activity, click on on Add/Edit Form to to select from a list of current forms in the app.
- As an example to handle an approval process, click on on Create New Form to to create a new new Approval form form. In this new form, add a a Subform that that displays the original submitted form, and and radio buttons buttons to capture the approval status.
- Configure this subform to select the original request form.
- Configure the the status radio radio button to have Approved and Rejected options.
- For routing purposes, an important setting in the radio button is the mapping to a a workflow variable under under Advanced Options. In this case, setting the mapping to to status means means that the value will be stored in the the status workflow workflow variable.
- After all the configuration, the new approval form should look similar to the following screenshot:
Mapping Tools to Plugins
- In the the Map Tools to Plugins tab tab, you can map tools defined in the process to plugins.
- For each tool, click on on Add/Edit Plugin to to select and configure a plugin.
Test Driving the Process
- To perform a test run on a process, click on the the Run Process button button along the top of the App design process page.
Incorporating the Process into the Userview
- In the App design page, click on the name of an existing userview to launch the Userview Builder.
- Drag a a Run Process element element into a menu category. This menu element allows the user to start a process from the userview.
- Click on on Properties of of the Run Process element and select the process to run.
- Drag an an Inbox element element into a menu category. This menu element provides the user with an inbox to manage their assigned workflow tasks.
- Save the userview, and you will be able to run and perform assigned tasks in the published userview.
