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Joget Workflow Training – Basic & Advance for v3.1 – Module 8 – Participant Mapping and Permission Control

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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 eighth 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 8 – Participant Mapping and Permission Control

  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 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 8 Participant Mapping and Permission Control Joget Inc Internal Use Only
  9. 9. All Rights Reserved © Joget Inc Participant Mapping for Leave App All Participants must be mapped Joget Inc Internal Use Only
  10. 10. All Rights Reserved © Joget Inc Workflow Participant Mapping All users Performer’s HOD Joget Inc Internal Use Only
  11. 11. All Rights Reserved © Joget Inc Approver: Performer’s HOD Approver is Performer’s HOD where the performer executed Previous Activity Joget Inc Internal Use Only
  12. 12. All Rights Reserved © Joget Inc Test Run the Workflow Process • With the participant mapping set, run the process again as the user “Cat”. Joget Inc Internal Use Only
  13. 13. All Rights Reserved © Joget Inc Sample Organization Chart First name is the username, and password is password. e.g: terry/password Joget Inc Internal Use Only
  14. 14. All Rights Reserved © Joget Inc Login as cat/password Joget Inc Internal Use Only
  15. 15. All Rights Reserved © Joget Inc Who is Cat Grant’s HOD? Joget Inc Internal Use Only
  16. 16. All Rights Reserved © Joget Inc Important Rules • All participants must be mapped. • If no user is found, it will be defaulted to the current logged in user. Joget Inc Internal Use Only
  17. 17. All Rights Reserved © Joget Inc Application Permission Control • Process – Process Start White List • Form – Form – Form Section • Userview – Userview – Userview Category Joget Inc Internal Use Only
  18. 18. All Rights Reserved © Joget Inc Process Start White List • Controls on who can start/run the Process. • Available in each Process Joget Inc Internal Use Only
  19. 19. All Rights Reserved © Joget Inc Form • Controls on who can see the Form. Joget Inc Internal Use Only
  20. 20. All Rights Reserved © Joget Inc Form Section • Controls on who can see the Form Section. Joget Inc Internal Use Only
  21. 21. All Rights Reserved © Joget Inc Userview • Controls on who can access the Userview. Joget Inc Internal Use Only
  22. 22. All Rights Reserved © Joget Inc Userview Category • Controls on who can see the Userview Category. Joget Inc Internal Use Only
  23. 23. All Rights Reserved © Joget Inc Exercise • In your Leave App, create a new Userview Category that will only be accessible by the group “Managers”. • Move the List added earlier into the new category. • Try to login as one of the Managers to verify the new permission settings. Joget Inc Internal Use Only
  24. 24. All Rights Reserved © Joget Inc Module 8 Review We have learnt to: 1. Define Participant Mapping on Process Activities. 2. Enforce Permission control on Process Start, Form, and Userview. Joget Inc Internal Use Only
  25. 25. 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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