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Joget Workflow v4 Training - Module 3 - Designing your First Process

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This is the third module for Joget Workflow training. Slides made specifically for Joget Workflow version 4.

This is the complete listing of available modules.
1 - Introduction to Joget Workflow
2 - Setting up Joget Workflow
3 - Designing your first Process on Joget Workflow
4 - Localizing your Joget Workflow
5 - Designing your first Form on Joget Workflow
6 - Using your first Process Tool – Email
7 - Designing your first Datalist on Joget Workflow
8 - Designing your first Userview on Joget Workflow
9 - Hash Variable
10 - Permission Control
11 - SLA and Deadlines
12 - Version Control
13 - Improving your Form design and Presentation
14 - Introduction to Reporting
15 - Introduction to Plugin Architecture
16 - Preparing Development Environment
17 - Building a Plugin
18 - Integrating with External System
19 - Doing more with your Process Design
20 - Basic System Administration
21 - Userview Key
22 - Best Practices on Application Building -

You may checkout the training screencast of this training at http://www.joget.org/joget-workflow-v4-training/

Published in: Software
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Joget Workflow v4 Training - Module 3 - Designing your First Process

  1. 1. All Rights Reserved © Joget Inc Joget Workflow v4 Designing your first Process http://facebook.com/jogetworkflow http://twitter.com/jogetworkflow Last Revised on March 2015Joget Inc Internal Use Only
  2. 2. All Rights Reserved © Joget Inc Prerequisites • Installed Joget • Understand various components of Joget • General understanding of Joget as an end user Joget Inc Internal Use Only
  3. 3. All Rights Reserved © Joget Inc Content 1. Business Process Design (BPE) 2. Designing your First Workflow with Workflow Designer 3. Running your First Automated Process 4. Process Monitoring Joget Inc Internal Use Only
  4. 4. All Rights Reserved © Joget Inc Chapter 1 Business Process Design (BPE) Joget Inc Internal Use Only
  5. 5. All Rights Reserved © Joget Inc Business Process Management • BPM is a management approach focused on aligning all aspects of an organization with the wants and needs of clients. • Wants and needs = business goals • BPM attempts to improve processes continuously. Joget Inc Internal Use Only
  6. 6. All Rights Reserved © Joget Inc Business Process Engineering 1. Identify a process 2. Identify start and end of the process 3. Identify process participants 4. Identify as-is process activities 5. Identify business rules 6. Identify areas for optimization: process activities and business rules that can be: – Improved – Eliminated 7. Draw the improved / to-be process as flowchart Joget Inc Internal Use Only
  7. 7. All Rights Reserved © Joget Inc Identify a Process • E.g. Leave Application Process Joget Inc Internal Use Only
  8. 8. All Rights Reserved © Joget Inc Start and End of The Process • Start: – Applicant submits leave application form • End: – Applicant informed with the leave application result Joget Inc Internal Use Only
  9. 9. All Rights Reserved © Joget Inc Process Participants • Leave applicant • Leave approver • HR department Joget Inc Internal Use Only
  10. 10. All Rights Reserved © Joget Inc • Applicant submits leave application form to HOD • HOD checks applicant’s leave balance • HOD approves / rejects leave application • HOD informs applicant on the application status • HOD submits approved leave application to HR Department As-Is Process Activities Joget Inc Internal Use Only
  11. 11. All Rights Reserved © Joget Inc Business Rules 1. If leave balance is sufficient: – Approver processes leave approval Else if leave balance is insufficient: – Reject leave application 2. If leave application is approved: – Submits the approved leave application to HR Department – Inform applicant on the approved leave Else if leave application is rejected: – Inform applicant on the rejected leave Joget Inc Internal Use Only
  12. 12. To-Be Process Activities As-Is 1. Applicant submits leave application form to HOD 2. HOD checks applicant’s leave balance 3. HOD informs applicant on insufficient leave balance 4. HOD approves / rejects leave application 5. HOD informs applicant on the application status 6. HOD submits approved leave application to HR Department To-Be 1. Applicant submits leave application form to HOD 2. System checks applicant’s leave balance 3. System notifies applicant on insufficient leave balance 4. HOD approves / rejects leave application 5. System notifies applicant and HR Department on the application status via email improved Joget Inc Internal Use Only
  13. 13. All Rights Reserved © Joget Inc To-Be Leave Application Process Joget Inc Internal Use Only
  14. 14. All Rights Reserved © Joget Inc Now, Identify a Process, and Engineer It! Joget Inc Internal Use Only
  15. 15. All Rights Reserved © Joget Inc Sample Process Statement • Jane needs to get some stationeries. The application that she submits will must be first approved by her immediate superior before being sent to the stationery disbursement department. The department will then notify Jane accordingly. Joget Inc Internal Use Only
  16. 16. All Rights Reserved © Joget Inc Hands-On: Business Process Engineering 1. Process Name 2. Start and End 3. Participants 4. As-Is Activities 5. Business Rules 6. Optimize 7. To-Be Process Joget Inc Internal Use Only
  17. 17. All Rights Reserved © Joget Inc Chapter 1 Review • General understanding on how to best design a Process. • With the finished process design, one may now implement it in Joget Workflow. Joget Inc Internal Use Only
  18. 18. All Rights Reserved © Joget Inc Chapter 2 Designing your First Workflow with Workflow Designer Joget Inc Internal Use Only
  19. 19. All Rights Reserved © Joget Inc Business Process Automation Business Process Design Workflow Design Workflow Joget Inc Internal Use Only
  20. 20. All Rights Reserved © Joget Inc Joget Inc Internal Use Only
  21. 21. All Rights Reserved © Joget Inc Joget Inc Internal Use Only
  22. 22. All Rights Reserved © Joget Inc Create Your First App Accepted Characters: a-z, A-Z, 0-9, _ • Design Apps -> Design New App Naming convention: Use Camel Case for better legibility for App ID, Process ID, Activity ID Joget Inc Internal Use Only
  23. 23. All Rights Reserved © Joget Inc Create Your First App • Leave Application – Leave Approval Process • Applicant submits • Approver approves • Applicant is notified of the application result Joget Inc Internal Use Only
  24. 24. All Rights Reserved © Joget Inc Design your first Workflow Process • Launch Workflow Designer Joget Inc Internal Use Only
  25. 25. All Rights Reserved © Joget Inc Defining your Workflow Process • Rename Process ID and Name Joget Inc Internal Use Only
  26. 26. All Rights Reserved © Joget Inc Smart Guide* Double click for tips Can only be deployed when there’s no error Joget Inc Internal Use Only
  27. 27. All Rights Reserved © Joget Inc The * about Smart Guide • Advises only on possible design errors. • Will NOT advise on flawed business logic, design inefficiency. Joget Inc Internal Use Only
  28. 28. All Rights Reserved © Joget Inc Mouse-Click Interactions • Single-click to select an element • When an element is selected, single-click to insert the element into workspace • Right-click to reset the element selection Joget Inc Internal Use Only
  29. 29. All Rights Reserved © Joget Inc Defining Participants • Rename Participant ID and Name Joget Inc Internal Use Only
  30. 30. All Rights Reserved © Joget Inc Insert Activities and Transitions Joget Inc Internal Use Only
  31. 31. All Rights Reserved © Joget Inc Rename Activity ID and Name Joget Inc Internal Use Only
  32. 32. All Rights Reserved © Joget Inc Completing the Design • Insert the rest of the activities Joget Inc Internal Use Only
  33. 33. All Rights Reserved © Joget Inc Implementing the Business Rule • Route: Diamond-shaped node – Used to implement business rules Joget Inc Internal Use Only
  34. 34. All Rights Reserved © Joget Inc Defining the Transition Condition • status == ‘Approved’ Joget Inc Internal Use Only
  35. 35. All Rights Reserved © Joget Inc Anything else… • Handling the “otherwise” Joget Inc Internal Use Only
  36. 36. All Rights Reserved © Joget Inc If and otherwise… • Does this resemble the typical programming if-else condition block? • Is this the best design? • Why not if-else if? Joget Inc Internal Use Only
  37. 37. All Rights Reserved © Joget Inc Declaring the Workflow Variable • Variable used in the Workflow Process must be declared in the Process’s properties. Joget Inc Internal Use Only
  38. 38. All Rights Reserved © Joget Inc • Processes designed are stored in XPDL format. XPDL Joget Inc Internal Use Only
  39. 39. All Rights Reserved © Joget Inc Good to know • Expressions in “Condition” are evaluated in Javascript. • Workflow variable are stored as string. Joget Inc Internal Use Only
  40. 40. All Rights Reserved © Joget Inc Also Good to know • Common Javascript functions are accepted. – E.g. status == "Approved" && parseInt(balance) > 0 • Make sure of debugger tool such as Firebug to test the expression before deploying. Joget Inc Internal Use Only
  41. 41. All Rights Reserved © Joget Inc Deploying your Process Design • On the bottom left of the designer, click on “Deploy” to push your finished design back into your Joget App. Joget Inc Internal Use Only
  42. 42. All Rights Reserved © Joget Inc Chapter 2 Review • Create a new App. • Design and deploy Process design into the App. • Understand the naming convention. • Define various kind of process design elements. • Define workflow variable and condition. • Deploying process design back to Joget. Joget Inc Internal Use Only
  43. 43. All Rights Reserved © Joget Inc Chapter 3 Running Your First Automated Process Joget Inc Internal Use Only
  44. 44. All Rights Reserved © Joget Inc Verify the Workflow Process • Run through the Workflow Process to verify. Joget Inc Internal Use Only
  45. 45. All Rights Reserved © Joget Inc Verify the Workflow Process • Complete the Assignment to proceed. Activity name configured in Workflow Designer Joget Inc Internal Use Only
  46. 46. All Rights Reserved © Joget Inc Accessing the Assignments • App Center -> Web Console > Run Apps -> Inbox Set the status variable as “Approved” Joget Inc Internal Use Only
  47. 47. All Rights Reserved © Joget Inc Determining the flow using route • Manipulating the Workflow using Workflow Variable Set the status variable as “Approved” Joget Inc Internal Use Only
  48. 48. All Rights Reserved © Joget Inc Completing the subsequent assignments • Verify the flow and complete the flow. Joget Inc Internal Use Only
  49. 49. All Rights Reserved © Joget Inc Exercise • Run the process again to test out the “Rejected” case scenario. Joget Inc Internal Use Only
  50. 50. All Rights Reserved © Joget Inc Good to know • At this point of time, the App is NOT published yet therefore end user would not be able to run it. • “Run Process” available at the App Designer’s Processes tab is a convenient way for administrator to verify its design. Joget Inc Internal Use Only
  51. 51. All Rights Reserved © Joget Inc Chapter 3 Review • Evaluate and verify the workflow process. Joget Inc Internal Use Only
  52. 52. All Rights Reserved © Joget Inc Chapter 4 Process Monitoring Joget Inc Internal Use Only
  53. 53. All Rights Reserved © Joget Inc Monitoring Processes • Allows you to monitor the status of processes, both running and completed. • Allows you to view an audit trail of workflow actions • Captures process data to allow for the generation of reports. Joget Inc Internal Use Only
  54. 54. All Rights Reserved © Joget Inc Monitor Running Processes Process Instance ID Format: #_AppId_ProcessId Joget Inc Internal Use Only
  55. 55. All Rights Reserved © Joget Inc Monitor Completed Processes Joget Inc Internal Use Only
  56. 56. All Rights Reserved © Joget Inc View the Details of a Running Process Instance • From the list of running processes, click into any instance. • Details on the current state of the selected process instance will be shown. Joget Inc Internal Use Only
  57. 57. All Rights Reserved © Joget Inc View the Details of a Running Process Instance Which activities are completed? Which activity is active now? Activity Instance ID Format: #_ProcessInstanceId_ActivityId Joget Inc Internal Use Only
  58. 58. All Rights Reserved © Joget Inc View the Details of a Running Process Instance • There are buttons to allow actions to be taken on the process instance. – View Graph • Displays the workflow diagram, where the current activities are highlighted in yellow. – Abort Instance • Terminates the process instance, leaving the process data intact – Remove Instance • Permanently delete the process instance, process data will be removed as well – Re-evaluate • In cases where participant mappings are changed before the process is completed, this action will allow pending assignments to be reassigned to the newly mapped participants. Joget Inc Internal Use Only
  59. 59. All Rights Reserved © Joget Inc View the Details of an Activity Workflow variable value Joget Inc Internal Use Only
  60. 60. All Rights Reserved © Joget Inc View the Details of a Running Activity Instance • There are buttons to allow actions to be taken on the activity instance. – Re-evaluate • Re-evaluate the participant mapping for the current activity instance. – Re-evaluate assignment(s) for user • Re-evaluate all assignments of a particular user. – Reassign user • Reassign one of the assignee(s) of this activity instance to another user. – Complete • Complete the activity instance as the current logged in user. Joget Inc Internal Use Only
  61. 61. All Rights Reserved © Joget Inc Chapter 4 Review We have learnt to: 1. Monitor running and completed processes. 2. Drill down into activity details of each process that is running or completed. 3. Debug workflow processes by examining workflow variable value. 4. Appreciate the “Re-evaluate” feature in process monitoring. Joget Inc Internal Use Only
  62. 62. All Rights Reserved © Joget Inc Module Review 1. Business Process Design (BPE) 2. Designing your First Workflow with Workflow Designer 3. Running your First Automated Process 4. Process Monitoring Joget Inc Internal Use Only
  63. 63. All Rights Reserved © Joget Inc Recommended Further Learning • Designing Forms for the activities created in your Process Flow. • Configure Process Tool plugin for the tool created in your Process Flow. Joget Inc Internal Use Only
  64. 64. All Rights Reserved © Joget Inc Stay Connected with Joget Workflow • www.joget.org • community.joget.org • twitter.com/jogetworkflow • facebook.com/jogetworkflow • youtube.com/jogetworkflow • slideshare.net/joget Joget Inc Internal Use Only

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