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The Learning Pathway
Actions Rules
and Simple and Advanced
Workflow Integration Use
Cases
Jörg Sauer
The longest title ever


•  Actions, Rules and Simple and Advanced
 Workflow Integration Use Cases
 is about
  o    Actions to extend Alfresco functionality
  o    Rules to automate execution of Actions
  o    Use Simple Workflows to implement a Workflow
       without coding
        •  Add Rules to run certain Actions in Workflow steps
        •  Use a simple Advanced Workflow to leverage Tasks
           in Simple Workflows
Basic Example to be extended


•  Review Publish Workflow with 2 phase
   approval

           review               approve               publish

1 Drafts    reject   2 Review             3 Approve             4 Published


                     reject
Simple Workflow

              review               approve               publish

1 Drafts       reject   2 Review             3 Approve             4 Published


                        reject

•  Pros:
    o    User can build workflow
    o    Easy to understand
•  Cons:
    o    No State: Implicit state by location (folder)
    o    No Task: Implicit task by folder access
    o    No branching: Serial workflow only
Demo Simple Workflow
Adding Status


•  Content Model:
  o    Provide custom Aspect to hold workflow status
Amend Workflow with status


•  Set Status on each workflow folder
      o    Add Aspect: Workflow Status
      o    Set workflow status accordingly
                              reject

                    review                     approve                    publish

1 Drafts             reject   2 Review                   3 Approve                   4 Published
  • Status: draft              • Status: under review     • Status: pend. approval    • Status: published
After configuration
Transfer Status to incoming documents


•  JavaScript to copy status




•  Execute by Rule
Simple Workflow Status Demo
Alfresco Repository Actions

•  Action: Unit of work that is performed against a node
•  Examples:
   o    Move node
   o    Transform content of node
   o    Send email

•  Out of the Box Actions
•  Custom Actions
   o    Implement own Action class
   o    Deploy in Application Context
Implement Copy Workflow Status Action
Deploy Action (Application Context)

•  Beans: webinar-action-context.xml




•  Labels: webinar-action.properties
Simple Workflow: Implementation Details


•  Documents amended with properties for
  o    Approve step label, copy/move, destination
  o    Reject step label, copy/move, destination
       (all optional)
Intention: Create User Task

  o    Every time simple workflow is assigned, create
       advanced workflow task for specific user.
  o    User can
        •  access task in task list
        •  see task description
        •  access attached document
        •  approve or reject directly from within task
  o    Advantage
        •  No notification emails
        •  No need to check simple workflow folders
Simple Workflow Task Architecture


•  Required:
  o    Custom aspect for task description.
       (attached to simple workflow folder)
  o    Advanced workflow to be started by rule
        •  Configure user
        •  Provide task
        •  Implement simple workflow actions for
           –  Approve
           –  Reject
  o    Bug Fix for Alfresco StartWorkflowActionExecuter
  o    UI for Rule Config
Workflow Description Aspect
Simple Workflow Task Advanced Workflow
Content Model for Workflow

•  Aspects:
   o    simpleWorflow: Manage Action Labels
•  Content Types:
   o    simpleWfTaskStart: Properties for Start Task
          •  Assignee
          •  Task Description
          •  Simple Workflow Approve & Reject Action Labels
          •  All above become process variables!
   o    ApprovalOnlyTask: Task properties to approve document
   o    ApproveOrRejectTask: Properties for approving or rejecting the
        document
•  Simplicity: all in sample model
•  Best practice: own workflow model
Workflow Model (partial)
Simple Process Definition


•  Create Process Definition
  o    Graphically
  o    Change root tag:

  o    Add Swimlanes



  o    Add tasks to task node, will render UI
Workflow Deployment


•  Attention: No actions implemented yet!
•  But want to check if model is correct &
   workflow deploys
•  Context file:



•  Redeploy off on production systems!
Workflow Actions


•  User decides in task to
  o    Approve
  o    Reject
•  Workflow will transition to nodes
  o    approveDocument: code will approve simple
       workflow
  o    rejectDocument: code will reject simple workflow
•  Todo: Implement Event Handler
  o    for node-enter event (approve / reject)
Code (sneaking)


•  UI has actions for approve/reject
•  Look for action definition in web-client-
     config-actions.xml




•  Sample implementation can be found in
     DocumentDetailsDialog.approve() / reject() methods!
•    OpenSource Rules!
Review Alfresco implementation


•  DocumentDetailsDialog.approve()
Direct Code reuse


•  Problem:
  o    From Package org.alfresco.web.bean
  o    Workflow Event not within web context.
  o    DocNode not core object
•  Solution:
  o    Reprogram but use native Foundation Services API
  o    Should be fool proof ;-)
Lets get the event


•  Define in Process Definition


•  Derive from JBPMSpringActionHandler
What to Implement Where


•  initializeHandler():
  o    Get all services needed from the factory
        •  ServiceRegistry   (in case you need something)
        •  NodeService       to deal with the node
        •  CopyService       to copy/move the document
•  execute():
  o    Get the process variables through executionContext
  o    Implement the approve / reject action
Hiding Reject Transition if Not Set


•  Hide reject transition accordingly
  o    task-assign event (has to be this event!)
  o    use bpm:hiddenTransitions (bpm_hiddenTransitions)
Testing First Version


•  Redeploy
•  Manually start Simple Workflow Task workflow
•  Fill in all details in the start form
•  Test both scenarios:
  o    Approval only (reject transition hidden?)
  o    Approve or Reject
•  Task should show up in task list
•  Open Task and pick Action
•  Check if document has been moved / copied
  according to Simple Workflow configuration.
What’s Missing


•  Action to start Simple Workflow Task
 Workflow
  o    Repository Action
•  UI to fill in Assignee in Rules Configuration
  o    Action Handler

•  Simple approach:
  o    Use JavaScript to start Workflow
        •  Either fixed assignee or
        •  assignee is property of folder
Life Code Review in IDE


•  JavaScript to start workflow
•  Action Executer
•  Action Handler
•  Event Implementation
Final Demo


•  Configured Simple Workflow
•  Add Rule to kick off Simple Workflow Task
     Workflow
•    Push Document into folder with simple workflow.
     o    Review document status
     o    Search for documents with status
     o    Review task list
           •  Manage tasks
     o    See documents transition through simple workflow by using
          advanced workflows functionality
Resume


•  Actions extend Alfresco
•  Simple workflows can be configured easily
•  Rules are the binding glue
•  Small advanced workflows can be leveraged in
     actions and simple workflows.
•    Your imagination is the border
•    Alfresco OpenSource helps you to code and
     find solutions to your problems.
Resources

•  Training
   o    Alfresco API Development Course (3 days)
   o    Alfresco Workflow Course (2 days)
•  Alfresco (API) Documentation
   o    http://docs.alfresco.com/3.4/index.jsp
•  Wiki Resources
   o    http://wiki.alfresco.com/wiki/Data_Dictionary_Guide
   o    http://wiki.alfresco.com/wiki/Custom_Actions
   o    http://wiki.alfresco.com/wiki/Custom_Action_UI
   o    http://wiki.alfresco.com/wiki/Workflow
   o    http://wiki.alfresco.com/wiki/WorkflowAdministration
•  Books
   o    Alfresco Developer Guide (Packt Publishing)
   o    Professional Alfresco (Wrox Press)
Questions?



Email:       joerg.sauer@averi.de
Twitter:     joergsauer
In Person:   DevCon 2011 London
Have you got your ticket yet?

                 DevCon Americas 2011

      26-27th October at the Hard Rock Hotel, San Diego, CA

       Get some preconference training in on 25th October
         choose from Jump Start or Advanced Alfresco

                          ∞∞∞∞∞∞∞∞∞


              DevCon EMEA & APAC 2011
      9-10th November at Prospero House, Central London, UK

       Get some preconference training in on 8th November
         choose from Jump Start or Advanced Alfresco

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Actions rules and workflow in alfresco

  • 1. The Learning Pathway Actions Rules and Simple and Advanced Workflow Integration Use Cases Jörg Sauer
  • 2. The longest title ever •  Actions, Rules and Simple and Advanced Workflow Integration Use Cases is about o  Actions to extend Alfresco functionality o  Rules to automate execution of Actions o  Use Simple Workflows to implement a Workflow without coding •  Add Rules to run certain Actions in Workflow steps •  Use a simple Advanced Workflow to leverage Tasks in Simple Workflows
  • 3. Basic Example to be extended •  Review Publish Workflow with 2 phase approval review approve publish 1 Drafts reject 2 Review 3 Approve 4 Published reject
  • 4. Simple Workflow review approve publish 1 Drafts reject 2 Review 3 Approve 4 Published reject •  Pros: o  User can build workflow o  Easy to understand •  Cons: o  No State: Implicit state by location (folder) o  No Task: Implicit task by folder access o  No branching: Serial workflow only
  • 6. Adding Status •  Content Model: o  Provide custom Aspect to hold workflow status
  • 7. Amend Workflow with status •  Set Status on each workflow folder o  Add Aspect: Workflow Status o  Set workflow status accordingly reject review approve publish 1 Drafts reject 2 Review 3 Approve 4 Published • Status: draft • Status: under review • Status: pend. approval • Status: published
  • 9. Transfer Status to incoming documents •  JavaScript to copy status •  Execute by Rule
  • 11. Alfresco Repository Actions •  Action: Unit of work that is performed against a node •  Examples: o  Move node o  Transform content of node o  Send email •  Out of the Box Actions •  Custom Actions o  Implement own Action class o  Deploy in Application Context
  • 12. Implement Copy Workflow Status Action
  • 13. Deploy Action (Application Context) •  Beans: webinar-action-context.xml •  Labels: webinar-action.properties
  • 14. Simple Workflow: Implementation Details •  Documents amended with properties for o  Approve step label, copy/move, destination o  Reject step label, copy/move, destination (all optional)
  • 15. Intention: Create User Task o  Every time simple workflow is assigned, create advanced workflow task for specific user. o  User can •  access task in task list •  see task description •  access attached document •  approve or reject directly from within task o  Advantage •  No notification emails •  No need to check simple workflow folders
  • 16. Simple Workflow Task Architecture •  Required: o  Custom aspect for task description. (attached to simple workflow folder) o  Advanced workflow to be started by rule •  Configure user •  Provide task •  Implement simple workflow actions for –  Approve –  Reject o  Bug Fix for Alfresco StartWorkflowActionExecuter o  UI for Rule Config
  • 18. Simple Workflow Task Advanced Workflow
  • 19. Content Model for Workflow •  Aspects: o  simpleWorflow: Manage Action Labels •  Content Types: o  simpleWfTaskStart: Properties for Start Task •  Assignee •  Task Description •  Simple Workflow Approve & Reject Action Labels •  All above become process variables! o  ApprovalOnlyTask: Task properties to approve document o  ApproveOrRejectTask: Properties for approving or rejecting the document •  Simplicity: all in sample model •  Best practice: own workflow model
  • 21. Simple Process Definition •  Create Process Definition o  Graphically o  Change root tag: o  Add Swimlanes o  Add tasks to task node, will render UI
  • 22. Workflow Deployment •  Attention: No actions implemented yet! •  But want to check if model is correct & workflow deploys •  Context file: •  Redeploy off on production systems!
  • 23. Workflow Actions •  User decides in task to o  Approve o  Reject •  Workflow will transition to nodes o  approveDocument: code will approve simple workflow o  rejectDocument: code will reject simple workflow •  Todo: Implement Event Handler o  for node-enter event (approve / reject)
  • 24. Code (sneaking) •  UI has actions for approve/reject •  Look for action definition in web-client- config-actions.xml •  Sample implementation can be found in DocumentDetailsDialog.approve() / reject() methods! •  OpenSource Rules!
  • 25. Review Alfresco implementation •  DocumentDetailsDialog.approve()
  • 26. Direct Code reuse •  Problem: o  From Package org.alfresco.web.bean o  Workflow Event not within web context. o  DocNode not core object •  Solution: o  Reprogram but use native Foundation Services API o  Should be fool proof ;-)
  • 27. Lets get the event •  Define in Process Definition •  Derive from JBPMSpringActionHandler
  • 28. What to Implement Where •  initializeHandler(): o  Get all services needed from the factory •  ServiceRegistry (in case you need something) •  NodeService to deal with the node •  CopyService to copy/move the document •  execute(): o  Get the process variables through executionContext o  Implement the approve / reject action
  • 29. Hiding Reject Transition if Not Set •  Hide reject transition accordingly o  task-assign event (has to be this event!) o  use bpm:hiddenTransitions (bpm_hiddenTransitions)
  • 30. Testing First Version •  Redeploy •  Manually start Simple Workflow Task workflow •  Fill in all details in the start form •  Test both scenarios: o  Approval only (reject transition hidden?) o  Approve or Reject •  Task should show up in task list •  Open Task and pick Action •  Check if document has been moved / copied according to Simple Workflow configuration.
  • 31. What’s Missing •  Action to start Simple Workflow Task Workflow o  Repository Action •  UI to fill in Assignee in Rules Configuration o  Action Handler •  Simple approach: o  Use JavaScript to start Workflow •  Either fixed assignee or •  assignee is property of folder
  • 32. Life Code Review in IDE •  JavaScript to start workflow •  Action Executer •  Action Handler •  Event Implementation
  • 33. Final Demo •  Configured Simple Workflow •  Add Rule to kick off Simple Workflow Task Workflow •  Push Document into folder with simple workflow. o  Review document status o  Search for documents with status o  Review task list •  Manage tasks o  See documents transition through simple workflow by using advanced workflows functionality
  • 34. Resume •  Actions extend Alfresco •  Simple workflows can be configured easily •  Rules are the binding glue •  Small advanced workflows can be leveraged in actions and simple workflows. •  Your imagination is the border •  Alfresco OpenSource helps you to code and find solutions to your problems.
  • 35. Resources •  Training o  Alfresco API Development Course (3 days) o  Alfresco Workflow Course (2 days) •  Alfresco (API) Documentation o  http://docs.alfresco.com/3.4/index.jsp •  Wiki Resources o  http://wiki.alfresco.com/wiki/Data_Dictionary_Guide o  http://wiki.alfresco.com/wiki/Custom_Actions o  http://wiki.alfresco.com/wiki/Custom_Action_UI o  http://wiki.alfresco.com/wiki/Workflow o  http://wiki.alfresco.com/wiki/WorkflowAdministration •  Books o  Alfresco Developer Guide (Packt Publishing) o  Professional Alfresco (Wrox Press)
  • 36. Questions? Email: joerg.sauer@averi.de Twitter: joergsauer In Person: DevCon 2011 London
  • 37. Have you got your ticket yet? DevCon Americas 2011 26-27th October at the Hard Rock Hotel, San Diego, CA Get some preconference training in on 25th October choose from Jump Start or Advanced Alfresco ∞∞∞∞∞∞∞∞∞ DevCon EMEA & APAC 2011 9-10th November at Prospero House, Central London, UK Get some preconference training in on 8th November choose from Jump Start or Advanced Alfresco