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Joget Workflow Training – Basic & Advance for v3.1 – Module 7 – Creating Datalist and Userview

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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 seventh 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 7 – Creating Datalist and Userview

  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 7 Creating Datalist and Userview Joget Inc Internal Use Only
  9. 9. All Rights Reserved © Joget Inc Joget Inc Internal Use Only
  10. 10. All Rights Reserved © Joget Inc Datalist Builder • Listing of records / generating reports. • Retrieving records from Form Data Table. • Extends default capabilities of task inbox. • Extensible functionalities through Joget’s plugin architecture. Joget Inc Internal Use Only
  11. 11. All Rights Reserved © Joget Inc Datalist Builder • Columns and action elements. • Each action element is a plugin. • Drag-and-drop. Joget Inc Internal Use Only
  12. 12. All Rights Reserved © Joget Inc Retrieving Records from Form Data Table • What happens to all the submitted leave applications? Joget Inc Internal Use Only
  13. 13. All Rights Reserved © Joget Inc Extends default capabilities of Task Inbox Joget Inc Internal Use Only
  14. 14. All Rights Reserved © Joget Inc How to retrieve all records submitted? • Retrieving records using Datalist from selected Form Form Datalist Joget Inc Internal Use Only
  15. 15. All Rights Reserved © Joget Inc Create a New Datalist Joget Inc Internal Use Only
  16. 16. All Rights Reserved © Joget Inc Select binder in Datalist Builder Select Form Data Binder Joget Inc Internal Use Only
  17. 17. All Rights Reserved © Joget Inc Select binder in Datalist Builder Select Form Joget Inc Internal Use Only
  18. 18. All Rights Reserved © Joget Inc Adding columns into the Datalist Joget Inc Internal Use Only
  19. 19. All Rights Reserved © Joget Inc Adding Filter into the Datalist Joget Inc Internal Use Only
  20. 20. All Rights Reserved © Joget Inc Preview Datalist Joget Inc Internal Use Only
  21. 21. All Rights Reserved © Joget Inc How to Publish the Datalist? • List can be made accessible by others by using Userview. Joget Inc Internal Use Only
  22. 22. All Rights Reserved © Joget Inc Userview Builder • Application Front-end interface builder. • Serves as the wrapper for forms, processes, data lists. • Extensible functionalities through Joget’s plugin architecture. Joget Inc Internal Use Only
  23. 23. All Rights Reserved © Joget Inc Userview Builder • Userview elements. • Each element is a plugin. • Drag-and-drop. Joget Inc Internal Use Only
  24. 24. All Rights Reserved © Joget Inc Userview Builder • Elements available:- – Form – HTML Page – Inbox – Link – List – Run Process Joget Inc Internal Use Only
  25. 25. All Rights Reserved © Joget Inc Userview Builder • Sample Userview using the Enterprise theme Joget Inc Internal Use Only
  26. 26. All Rights Reserved © Joget Inc Create a new Userview Joget Inc Internal Use Only
  27. 27. All Rights Reserved © Joget Inc Userview Category • Items are organized by Category Permission control at category Level Joget Inc Internal Use Only
  28. 28. All Rights Reserved © Joget Inc Integrate HTML Page into Userview • Add “HTML Page” as the first element in the menu. Joget Inc Internal Use Only
  29. 29. All Rights Reserved © Joget Inc Integrate HTML Page into Userview • The HTML Page element will serve as the landing page of the portal. Joget Inc Internal Use Only
  30. 30. All Rights Reserved © Joget Inc Integrate Inbox into Userview • Add “Inbox” and “Run Process” elements into the designer to facilitate the Workflow process. Joget Inc Internal Use Only
  31. 31. All Rights Reserved © Joget Inc Integrate Inbox into Userview • Custom ID – Link name ( yourDomain.com/customId ) • Label – Label to be shown in sidebar Custom ID must be unique Joget Inc Internal Use Only
  32. 32. All Rights Reserved © Joget Inc Integrate Run Process into Userview • Select Leave Application Process and assign a Custom ID Joget Inc Internal Use Only
  33. 33. All Rights Reserved © Joget Inc Customize Userview settings • Customize look and feel of the Userview. Joget Inc Internal Use Only
  34. 34. All Rights Reserved © Joget Inc Preview Userview Joget Inc Internal Use Only
  35. 35. All Rights Reserved © Joget Inc Exercise: Run through the Process • With the Userview created, run through the entire Leave Application Process again by using solely, the Userview. • You must first publish the App first. Joget Inc Internal Use Only
  36. 36. All Rights Reserved © Joget Inc Publish the App • The App must be published first before end users can access it. Joget Inc Internal Use Only
  37. 37. All Rights Reserved © Joget Inc Run the App Joget Inc Internal Use Only
  38. 38. All Rights Reserved © Joget Inc Run “Apply Leave” Joget Inc Internal Use Only
  39. 39. All Rights Reserved © Joget Inc Exercise: Integrate DataList into Userview • Add a List element into the Userview to incorporate Datalist created earlier. Joget Inc Internal Use Only
  40. 40. All Rights Reserved © Joget Inc Module 7 Review We have learnt to: 1. Create Data list and Userview. 2. Use Userview as application Front-end interface. 3. Integrate Datalist, Run Process, Inbox into Userview. Joget Inc Internal Use Only
  41. 41. 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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