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Joget Workflow Training – Basic & Advance for v3.1 – Module 5 – Creating your Forms using Form Builder

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Joget Workflow is an open source web-based workflow software to develop workflow and BPM applications. It is also a rapid application development platform that offers full-fledged agile development capabilities (consisting of processes, forms, lists, CRUD and UI), not just back-end EAI/orchestration/integration or the task-based interface.

This document contains the fifth module out of 11 of the training slides prepared for those keen on learning more about Joget Workflow. The slides are prepared based on Joget v3.1.

Module listing:-
Module 1: Introduction
Introduction to Business Process and Workflow
Introduction to Joget Workflow
Overview of Joget Workflow v3 Architecture

Module 2: Setting up Joget Workflow
Requirements
Installation
Overview of User Management

Module 3: Building your first Process-driven Application
Business Process Design
Designing Your First Workflow with Workflow Designer
Running Your First Automated Process

Module 4: Process Monitoring
Administration of Process Instances in Joget

Module 5: Creating your first Forms
Creating your First Forms using Joget Form Builder
Understanding the relationship between Forms and Process Activities

Module 6: Using the Email Tool
Implementing Email Tool Plugin on your Process Tool.

Module 7: Creating Datalist and Userview
Creating a Listing of submitted Form data.
Creating a User Interface (UI) for end-user access.

Module 8: Participant Mapping and Permission Control
Defining Process Participant Mapping on your Process
Enforcing Permission Control on your App

Module 9: SLA and Deadlines
Service Level Agreement implementation on Workflow Process.
Creating Email Reminder on Workflow Process using Deadline implementation.

Module 10: Hash Variables
Dynamically populate Form fields, Email plugin.
Using Hash Variable

Module 11: A Revision - Building a Support Ticketing System

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Joget Workflow Training – Basic & Advance for v3.1 – Module 5 – Creating your Forms using Form Builder

  1. 1. All Rights Reserved © Joget Inc Joget Workflow v3 Training Programme: All That You Need To Know http://facebook.com/jogetworkflow http://twitter.com/jogetworkflow Last Revised on Oct 1, 2014 based on Joget 3.1Joget Inc Internal Use Only
  2. 2. All Rights Reserved © Joget Inc Joget Workflow Training Programmes All That You Need to Know: Automating Your Processes and Building Applications All That You Need to Know: Automating Your Processes and Building Applications Developer: Extending and building plugins.Developer: Extending and building plugins. Joget Inc Internal Use Only
  3. 3. All Rights Reserved © Joget Inc Joget Workflow Training • All That You Need to Know: Automating Your Processes and Building Applications • Who is it for? Any business process owner • Prerequisites: – Logical understanding on drawing a flowchart – No software development knowledge required Joget Inc Internal Use Only
  4. 4. All Rights Reserved © Joget Inc Outline – Day 1 • Module 1: Introduction – Introduction to Business Process and Workflow – Introduction to Joget Workflow – Overview of Joget Workflow v3 Architecture • Module 2: Setting up Joget Workflow – Requirements – Installation – Overview of User Management • Module 3: Building your first Process-driven Application – Business Process Design – Designing Your First Workflow with Workflow Designer – Running Your First Automated Process Joget Inc Internal Use Only
  5. 5. All Rights Reserved © Joget Inc Outline – Day 1 • Module 4: Process Monitoring – Administration of Process Instances in Joget • Module 5: Creating your first Forms – Creating your First Forms using Joget Form Builder – Understanding the relationship between Forms and Process Activities Joget Inc Internal Use Only
  6. 6. All Rights Reserved © Joget Inc Outline – Day 2 • Module 6: Using the Email Tool – Implementing Email Tool Plugin on your Process Tool. • Module 7: Creating Datalist and Userview – Creating a Listing of submitted Form data. – Creating a User Interface (UI) for end-user access. • Module 8: Participant Mapping and Permission Control – Defining Process Participant Mapping on your Process – Enforcing Permission Control on your App Joget Inc Internal Use Only
  7. 7. All Rights Reserved © Joget Inc Outline – Day 3 • Module 9: SLA and Deadlines – Service Level Agreement implementation on Workflow Process. – Creating Email Reminder on Workflow Process using Deadline implementation. • Module 10: Hash Variables – Dynamically populate Form fields, Email plugin. – Using Hash Variable • Module 11: A Revision - Building a Support Ticketing System Joget Inc Internal Use Only
  8. 8. All Rights Reserved © Joget Inc Module 5 Creating your Forms using Form Builder Joget Inc Internal Use Only
  9. 9. All Rights Reserved © Joget Inc Why Did We Run The Process without Form? • Verify that the workflow executes correctly according to the intended design, before putting efforts into form design • A convenient practice for Business Analyst to verify the workflow with process owners Joget Inc Internal Use Only
  10. 10. All Rights Reserved © Joget Inc Map Activities to Form • Click on “Add/Edit Form” on “Submit Leave” activity. Joget Inc Internal Use Only
  11. 11. All Rights Reserved © Joget Inc Create a New Form, for “Submit Leave Application” Activity a-z, A-Z, 0-9, _a-z, A-Z, 0-9, _Numbered form name according to process flow Numbered form name according to process flow Table name with prefix Table name with prefix Assign a prefix for every application Joget Inc Internal Use Only
  12. 12. All Rights Reserved © Joget Inc Form Builder • Form elements. • Each element is a plugin • Extensible through Joget’s plugin architecture • Drag-and-drop Joget Inc Internal Use Only
  13. 13. All Rights Reserved © Joget Inc Form Builder Advanced method for developer to edit the form design by changing its JSON definition Joget Inc Internal Use Only
  14. 14. All Rights Reserved © Joget Inc Form Builder Form Name and Table Name can be edited in “Properties” Form Name and Table Name can be edited in “Properties” Joget Inc Internal Use Only
  15. 15. All Rights Reserved © Joget Inc Edit Section Leave Application Details Joget Inc Internal Use Only
  16. 16. All Rights Reserved © Joget Inc Insert Date Picker Joget Inc Internal Use Only
  17. 17. All Rights Reserved © Joget Inc Edit The First Date Picker a-z, A-Z, 0-9, _a-z, A-Z, 0-9, _ Joget Inc Internal Use Only
  18. 18. All Rights Reserved © Joget Inc Set The Date Picker as Mandatory Field Joget Inc Internal Use Only
  19. 19. All Rights Reserved © Joget Inc Complete the design of “Submit Leave Form” Date Picker ID: end_date Label: End Date Text Area ID: reason Label: Reason Text Field ID: name Label: Name Joget Inc Internal Use Only
  20. 20. All Rights Reserved © Joget Inc Complete The Design of “Leave Application Form” Preview and Save Joget Inc Internal Use Only
  21. 21. All Rights Reserved © Joget Inc How the Form looks like when you launch “Run Process” now? Joget Inc Internal Use Only
  22. 22. All Rights Reserved © Joget Inc Create a New Form, for “Approve Leave” Activity • Click on “Add/Edit Form” on “Approve Leave” activity. Joget Inc Internal Use Only
  23. 23. All Rights Reserved © Joget Inc Using Sub Form Approve Leave Form Using “Leave Application Form” as Sub Form Joget Inc Internal Use Only
  24. 24. All Rights Reserved © Joget Inc Using Sub Form Joget Inc Internal Use Only
  25. 25. All Rights Reserved © Joget Inc Using “Apply Leave Form” as Sub Form Joget Inc Internal Use Only
  26. 26. All Rights Reserved © Joget Inc Using “Apply Leave Form” as Sub Form Joget Inc Internal Use Only
  27. 27. All Rights Reserved © Joget Inc What About The Approval Status? “Approved” or “Rejected”? Joget Inc Internal Use Only
  28. 28. All Rights Reserved © Joget Inc Insert Radio Button Joget Inc Internal Use Only
  29. 29. All Rights Reserved © Joget Inc Radio Button Options Joget Inc Internal Use Only
  30. 30. All Rights Reserved © Joget Inc Map The Selected Value to Workflow Variable Joget Inc Internal Use Only
  31. 31. All Rights Reserved © Joget Inc Leave Approval Form Joget Inc Internal Use Only
  32. 32. All Rights Reserved © Joget Inc Continue with the Assignment Joget Inc Internal Use Only
  33. 33. All Rights Reserved © Joget Inc Exercise Design Form for “Leave Approved” • Create a new Form named “3-Leave Approved Form” • Map the form it to “Leave Approved” activity. • Point it back to the same table used before. • In the form design, add a “Subform” and refer it to the “2- Approve Leave Form” Joget Inc Internal Use Only
  34. 34. All Rights Reserved © Joget Inc Leave Approved Form Joget Inc Internal Use Only
  35. 35. All Rights Reserved © Joget Inc Complete the Process Cycle • Go to “Inbox”. • Open “Leave Approved” assignment. Verify the form created. • Complete the assignment. Joget Inc Internal Use Only
  36. 36. All Rights Reserved © Joget Inc Module 5 Review We have learnt to: 1. Create Form and assign it to Workflow Activity with basic Form Elements. 2. Understand the Subform concept. 3. Map Form Field to Workflow Variable for routing purpose. 4. Verify Workflow Process with the Form attached. Joget Inc Internal Use Only
  37. 37. 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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