Nuxeo Platform
10,000 feet overview
Nuxeo Platform
2
Case Management
for Big Data
Digital Asset &
Media Management
Content Platform for
Business Services
Nuxeo Platform
3
Business Logic
Content Repository: Access Control, Rich Content
Model, Audit, Query, File Storage
Data
Pr...
Nuxeo
4
• Nuxeo supports customers in creating, building,
maintaining, deploying and operating apps
• Nuxeo covers the ful...
Agenda
5
• Functional tour
• Demo: Parallel review
• Demo of a contract validation
• Overview of key workflow features
• Le...
6
• A graph-based workflow
engine
• Design in Studio 
• Deploy on Nuxeo
Platform
• Plugged into the form
engine
• Plugged i...
Main Use Cases
7
• Simple to complex validation
of documents, cases or media
assets
• Signature workflow
• Form digitizatio...
Functional Tour
8
Parallel Review
9
• For organizing reviews /
validation of documents
• Allows multiple people to
review at the same time
Key Features (1/2)
10
• The launcher widget
• The graph
• The task and the task form
• Task dashboard
• Notifications
• Tra...
Key features (2/2)
11
• Escalation
• Multi-task node
• Sub-workflow
• Reassignment
• Manual delegation
Nuxeo Studio
12
Nuxeo Studio for Configuration
13
• Document Types Configuration
• Form Management
• Browsing Logic and Application Views
• ...
Nuxeo Studio Deployment Model
14
‣ No coding required
‣ Generates a bundle
adapted to present
and future versions of
the N...
Tour of the Workflow Feature
15
• Review all the tabs
• Review all the nodes
Learn The Basics
16
Our Scenario: Mission Order
17
A purchase order is received, the document is assigned to the
staffing committee who will ei...
Declare Users
18
• In the Nuxeo Platform, we create
• John: a sales guy, who is in charge of a customer
• Jack: part of th...
Empty workflow
19
• Create a workflow “staffing”. Make it do nothing.
One task assignment
20
• Once John starts a staffing workflow, it creates a task for
Joe who can only “approve”. This ends t...
Assign to a group
21
• Once John starts a staffing workflow, it creates a task for
the group “staffing-group” who can only “a...
Understand buttons and transitions
22
• The staffing group can either click on “assign” or on “ask
for more information”.
•...
Fetch user input
23
• When a member of the staffing-group clicks on “Assign”,
he should be able to add :
• A date of interv...
Assign to a dynamic user
24
• Let the staffing group decide the identity of the
consultant
Leverage Automation
25
• When the staffing group asks the sales guy for more
information, a custom audit entry should be lo...
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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 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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[Webinar] Introduction to Workflow Design for the Nuxeo Platform

  1. 1. Nuxeo Platform 10,000 feet overview
  2. 2. Nuxeo Platform 2 Case Management for Big Data Digital Asset & Media Management Content Platform for Business Services
  3. 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. 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. 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. 6 • A graph-based workflow engine • Design in Studio  • Deploy on Nuxeo Platform • Plugged into the form engine • Plugged into Automation
  7. 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. 8. Functional Tour 8
  9. 9. Parallel Review 9 • For organizing reviews / validation of documents • Allows multiple people to review at the same time
  10. 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. 11. Key features (2/2) 11 • Escalation • Multi-task node • Sub-workflow • Reassignment • Manual delegation
  12. 12. Nuxeo Studio 12
  13. 13. Nuxeo Studio for Configuration 13 • Document Types Configuration • Form Management • Browsing Logic and Application Views • Automation: Business Logic • and Workflow !
  14. 14. Nuxeo Studio Deployment Model 14 ‣ No coding required ‣ Generates a bundle adapted to present and future versions of the Nuxeo Platform
  15. 15. Tour of the Workflow Feature 15 • Review all the tabs • Review all the nodes
  16. 16. Learn The Basics 16
  17. 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. 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. 19. Empty workflow 19 • Create a workflow “staffing”. Make it do nothing.
  20. 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. 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. 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. 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. 24. Assign to a dynamic user 24 • Let the staffing group decide the identity of the consultant
  25. 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”.
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