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Introducing the Workflow Designer
1. In the App design page, click on the Processes menu on the left, and then on the Launch Workflow Designer button along the top.
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2. The Workflow Designer uses a technology called Java Web Start and requires Java to be installed on the PC. If a JNLP file is downloaded, open it with the Java Web Start Launcher. The Workflow Designer will be downloaded to the PC the first time it is launched, or when there are any updates. 
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In the Community Edition, if you encounter a security problem launching the Workflow Designer with the message "Java applications are blocked by your security settings", this is due to security changes introduced in Java 7 Update 51 onwards for self-signed certificates. There are several solutions for this in the article Java Security Settings for the Workflow Designer. Note that the Workflow Designer in the Enterprise Edition is not affected by this as it fully signed and supported by the Joget Team. |
3. There are 3 main areas in the Workflow Designer. On the top left, the Navigator panel contains a list of processes. The bottom left Guide panel provides hints and warnings. The main panel in the middle is the Graph area that contains a palette and the process diagram.
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11. Ensure that the process has a proper Start and End. Once the Guide indicates that the process is valid, the Deploy button will be enabled. Click on Deploy to deploy the process to the server.
Mapping Participants to Users
12. Once a process has been successfully deployed, the Workflow Designer will close. Click on OK in the App design page to load the process details.
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13. Participants defined in the process are listed in the Map Participants to Users tab, and you can map each participant to specific people. Click on Add/Edit Mapping 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.
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SECURITY NOTE: There is a special participant mapping Process Start White List which defines who is permitted to start the process. For newly deployed processes, the Process Start White List is set to the admin role by default for security reasons. This can be changed accordingly, or removed altogether to allow anonymous access. |
Mapping Activities to Forms
14. In the Map Activities to Forms tab, all process activities are listed.
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20. After all the configuration, the new approval form should look similar to the following screenshot:
Mapping Tools to Plugins
21. In the Map Tools to Plugins tab, you can map tools defined in the process to plugins.
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22. For each tool, click on Add/Edit Plugin to select and configure a plugin.
Test Driving the Process
23. To perform a test run on a process, click on the Run Process button along the top of the App design process page.
Incorporating the Process into the Userview
24. In the App design page, click on the name of an existing userview to launch the Userview Builder.
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