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Oro Workflows

Overview of Workflow functionality in OroPlatform and OroCRM. Demo bundle is accessible here: https://github.com/yshyshkin/DemoWorkflowBundle

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Oro Workflows

  1. 1. O R O Oro Workflows Yevhen Shyshkin yshyshkin@orocrm.com C R M Oro Workflows 1
  2. 2. Definition Workflow - the sequence of industrial, administrative, or other processes through which a piece of work passes from initiation to completion. Oro Workflows 2
  3. 3. Start Join the Webinar Joined webinar Watch Presentation Attended webinar Finish Webinar Finished webinar Leave Webinar Ask question Oro Workflows 3
  4. 4. Responsibility ● define procedural step for an entity ● transition between steps ● change entity properties in transition Oro Workflows 4
  5. 5. Components ● Step — workflow state of an entity ● Transition — move between steps ● Attribute — field of an entity Oro Workflows 5
  6. 6. Components Transition X Step A Step B Attribute 1 Attribute 2 Attribute 3 Oro Workflows 6
  7. 7. Components ● Condition — rule that allows transition ● Action — additional operation to execute during transition Oro Workflows 7
  8. 8. Components Transition X Step A Step B Check conditions Set attributes Execute actions Attribute 1 Attribute 2 Attribute 3 Oro Workflows 8
  9. 9. Configuration ● stored in YAML format in Resources/config/workflow.yml ● contains full defition of all workflow components ● loaded using CLI command oro:workflow:definitions:load Oro Workflows 9
  10. 10. Start progress Close Oro Workflows 10 Open Demo example In Closed progress Reopen
  11. 11. Demo example https://github.com/yshyshkin/DemoWorkflowBundle cd <project_path>/src mkdir Acme cd Acme git clone git@github.com:yshyshkin/DemoWorkflowBundle.git cd DemoWorkflowBundle Oro Workflows 11
  12. 12. Tips and Tricks ● actions and conditions can be created or overriden using DI tags ● ACL can be checked on transition level or using special condition ● transition may have custom form type and template Oro Workflows 12
  13. 13. Coming soon... ● UI improvement ● action availability on a step level Oro Workflows 13
  14. 14. Questions & Answers Oro Workflows 14

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