[Webinar] Advanced Workflow Design Techniques


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Part 2: Advanced Workflow Design Techniques
The Nuxeo Platform has an integrated workflow engine with a full-featured workflow designer to help you define custom workflows that model your business processes. This series of two webinars will give a complete functional overview of workflow design in the Nuxeo Platform.
Join Alain Escaffre, Director of Product Management, for this live webinar with a demo and Q&A to find out how the workflow designer works. If you’d like to play first, you can download the Nuxeo Platform and register for a free 30-day trial of Nuxeo Studio.
The first webinar offers an introduction to workflow design for the Nuxeo Platform.

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[Webinar] Advanced Workflow Design Techniques

  1. 1. / Content Management Platform For Business Applications Designing Workflows for the Nuxeo Platform, Part 2 Alain Director of Product Management
  2. 2. Nuxeo / The Platform Drive (bi-directional file synchronization with the desktop) Auth. & Identity Management kit ! Form and Presentation Engine Customizable Web app Automation Client SDKs: Java JavaScript Python iOS Android Ready-to-integrate features (add-ons) ex: comparison, quota, invitation Workflow Engine Conversion kit REST API WEBDAV Repository CMIS 2
  3. 3. Nuxeo / The Company • Nuxeo supports customers in creating, building, maintaining, deploying and operating apps • Nuxeo covers the full lifecycle of applications: • • Development Environment: Nuxeo IDE (Eclipse), Maven Tooling • Testing Toolset: Unit, Functional (Sl/WebDriver), Performance • • Application Designer: Nuxeo Studio Deployment tools: Nuxeo Marketplace, Update Center We focus on the complete experience for our customers, not just the software you run 3
  4. 4. Agenda • Overview of key advanced workflow features • Overview of available documentation • Learn advanced concepts: Complete our Mission Staffing Workflow 4
  5. 5. Key Features (Advanced) 5
  6. 6. Key features (Advanced) ‣ Reassignment ‣ Manual delegation ‣ Workflow Automation ‣ Escalation ‣ Multi-task node ‣ Sub-workflow 6
  7. 7. Escalation ! ‣ Escalation rules bound to a given node ‣ A rule = a name, an automation chain ID and a condition ‣ Workflow scheduler evaluates rules of all active nodes 7
  8. 8. Multi-task node ‣ Create n tasks on one node, one task per assignee ‣ When each task is closed, the task info (name of the user, button clicked, comment) is added to the “TasksInfo” object, available in automation context on the node ‣ If the node is resumed before each user has closed the task, respective tasks go to “canceled” state 8
  9. 9. Sub-workflow ‣ A specific node that instantiates a new workflow for the same list of documents, based on the given workflow model ID ‣ Accepts some parameters for initializing the global variables of the sub-workflow ‣ Node is active until the sub-workflow is achieved ‣ Canceling the main workflow will cancel subworkflows 9
  10. 10. Overview of Existing Documentation Resources 10
  11. 11. Workflow Engine ! ‣ Link : http://doc.nuxeo.com/x/OwzF ‣ Understand deployment cycle ‣ Understand how the graph is interpreted ‣ Example of escalation rules ‣ Workflow specific variables available in automation context ‣ Naming Conventions 11
  12. 12. Studio Designer ! ‣ Link : http://doc.nuxeo.com/x/IwGw ‣ Screen by Screen help ‣ Link : http://doc.nuxeo.com/x/IwGw ‣ Simple workflow step-by-step tutorial 12
  13. 13. Let’s Go! 13
  14. 14. Studio deployment model • Configuration tool • No coding required • Generates a Bundle 14
  15. 15. Our Scenario (Same As Part I) ‣ A mission order workflow: a purchase order is received, document is assigned to the staffing committee that will then either ask for more information or assign to someone for fulfilling the mission. 15
  16. 16. Implementation ‣ You will learn how to: 1. Make a task reassignable 2. Start a workflow from a button 3. Set up a task reminder 4. Make the workflow move automatically using escalation and automation 5. Use a sub-workflow 16
  17. 17. What’s Next? • Download from nuxeo.com/download • Upcoming Webinar • Building Virtual Navigation Structures for the Nuxeo Platform • • For geeks: nuxeo.com/ developers • Source code: nuxeo.github.io/ • Documentation: doc.nuxeo.com • Questions? answers.nuxeo.com Mon, Jan 20 www.nuxeo.com/webinars Free 30-day trial of Nuxeo Studio 17
  18. 18. Thank You! Alain ESCAFFRE Director of Product Management e-mail: aescaffre@nuxeo.com Follow me: @aescaffre 18