[Webinar] Introduction to Workflow Design for the Nuxeo Platform
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[Webinar] Introduction to Workflow Design for the Nuxeo Platform

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The Nuxeo Platform has an integrated workflow engine with a full-featured workflow designer to help you define custom workflows that model your business processes. This series of two webinars will......

The Nuxeo Platform has an integrated workflow engine with a full-featured workflow designer to help you define custom workflows that model your business processes. This series of two webinars will give a complete functional overview of workflow design in the Nuxeo Platform.
Join Alain Escaffre, Director of Product Management, for this live webinar with a demo and Q&A to find out how the workflow designer works.
If you’d like to play first, you can download the Nuxeo Platform and register for a free 30-day trial of Nuxeo Studio.
The second webinar will cover advanced workflow design techniques.

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Transcript

  • 1. Nuxeo Platform 10,000 feet overview
  • 2. Nuxeo Platform 2 Case Management for Big Data Digital Asset & Media Management Content Platform for Business Services
  • 3. Nuxeo Platform 3 Business Logic Content Repository: Access Control, Rich Content Model, Audit, Query, File Storage Data Presentation Conversion Kit Workflow Engine Authentication & Identity Management Extensible Back Office Optional add-ons, extensions, integrations, and feature sets (20+) REST API CMIS Client SDKs: Java JavaScri pt Python iOS Android WebDAV Nuxeo Drive (multi- device file sync)
  • 4. Nuxeo 4 • Nuxeo supports customers in creating, building, maintaining, deploying and operating apps • Nuxeo covers the full lifecycle of applications: • Application Designer: Nuxeo Studio • Development Environment: Nuxeo IDE (Eclipse), Maven Tooling • Testing Toolset: Unit, Functional (Sl/WebDriver), Performance • Deployment tools: Nuxeo Marketplace, Update Center • Hosting : nuxeo.io • We focus on the complete experience for our customers, not just the software you run
  • 5. Agenda 5 • Functional tour • Demo: Parallel review • Demo of a contract validation • Overview of key workflow features • Learn the basics: Step-by-step implementation of a sample workflow.
  • 6. 6 • A graph-based workflow engine • Design in Studio  • Deploy on Nuxeo Platform • Plugged into the form engine • Plugged into Automation
  • 7. Main Use Cases 7 • Simple to complex validation of documents, cases or media assets • Signature workflow • Form digitization • Content-centric organizational processes Section Label Label ADD OK
  • 8. Functional Tour 8
  • 9. Parallel Review 9 • For organizing reviews / validation of documents • Allows multiple people to review at the same time
  • 10. Key Features (1/2) 10 • The launcher widget • The graph • The task and the task form • Task dashboard • Notifications • Traceability Section Label Label ADD OK
  • 11. Key features (2/2) 11 • Escalation • Multi-task node • Sub-workflow • Reassignment • Manual delegation
  • 12. Nuxeo Studio 12
  • 13. Nuxeo Studio for Configuration 13 • Document Types Configuration • Form Management • Browsing Logic and Application Views • Automation: Business Logic • and Workflow !
  • 14. Nuxeo Studio Deployment Model 14 ‣ No coding required ‣ Generates a bundle adapted to present and future versions of the Nuxeo Platform
  • 15. Tour of the Workflow Feature 15 • Review all the tabs • Review all the nodes
  • 16. Learn The Basics 16
  • 17. Our Scenario: Mission Order 17 A purchase order is received, the document is assigned to the staffing committee who will either ask for more information or assign to someone for fulfilling the mission.
  • 18. Declare Users 18 • In the Nuxeo Platform, we create • John: a sales guy, who is in charge of a customer • Jack: part of the staffing team • Joe: accountancy department • Bill: consultant • A group: “staffing-group” who is in charge of all the staffing considerations. Jack and Joe are part of the staffing group.
  • 19. Empty workflow 19 • Create a workflow “staffing”. Make it do nothing.
  • 20. One task assignment 20 • Once John starts a staffing workflow, it creates a task for Joe who can only “approve”. This ends the workflow.
  • 21. Assign to a group 21 • Once John starts a staffing workflow, it creates a task for the group “staffing-group” who can only “approve”. The directive of the task is “Mission to Staff”. When clicking on “Approve”, it ends the workflow.
  • 22. Understand buttons and transitions 22 • The staffing group can either click on “assign” or on “ask for more information”. • If the user clicks on “assign”, it assigns a task to Bill with the directive “New Mission”. • If the user clicks “ask for more information”, it creates a task for John, the sales guy (using user:john). On that task John can only click on “Task completed” button, which recreates a task for staffing-group with directive “Mission to Staff” (so no new node is added here, we’re just pulling a transition on existing node.
  • 23. Fetch user input 23 • When a member of the staffing-group clicks on “Assign”, he should be able to add : • A date of intervention • Some more instructions for the consultant • Number of days to spend on the mission • This information should then be displayed to Bill on the task
  • 24. Assign to a dynamic user 24 • Let the staffing group decide the identity of the consultant
  • 25. Leverage Automation 25 • When the staffing group asks the sales guy for more information, a custom audit entry should be logged on the document: “Staffing refused”.