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Joget Workflow v3
Training Programme:
All That You Need To Know
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Last Revised on Oct 1, 2014 based on Joget 3.1Joget Inc Internal Use Only
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Joget Workflow Training Programmes
All That You Need to Know: Automating
Your Processes and Building Applications
Developer: Extending and building plugins.
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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
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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
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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
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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
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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
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Module 11
A Revision - Building
a Support Ticketing System
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What are we building?
• Support Ticketing system.
• CRUD – Manage ticket’s category.
• Tickets grouped by category.
• Userview – Acts as the main point of access of the
application and as the wrapper of all the processes,
datalists and forms.
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Create App
• App ID: ticketingSystem
• App Name: Ticketing System
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Design Ticketing Process
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Ticketing Process
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Exercise
• Test run and verify the process.
– Make sure that all possible routes are tested. Go through the
Workflow Process multiple times using different Workflow
Variable value.
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Design Forms
• Manage Ticket Categories
• Manage Ticket submission flow (Submit, Approve etc)
• ERD:-
Remember!
Define a Prefix for your
App on naming the
tables to prevent data
clash with other AppsJoget Inc Internal Use Only
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Design Forms for Categories
• Create Category
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Category Form
• Form ID: category
• Form Name: Category
• Table Name: ticket_categories
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Category Form
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Category Form
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Category Form
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Category Form
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Design Forms for Tickets
• Submit Ticket
• Approve Ticket
• Execute Task
• Acknowledge Rejection
• Acknowledge Completion
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Submit Ticket Form
• Form ID: submitTicket
• Form Name: 1-Submit Ticket
• Table Name: ticket_tickets
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Submit Ticket Form
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Submit Ticket Form
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Submit Ticket Form
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Submit Ticket Form
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Submit Ticket Form
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Submit Ticket Form
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Submit Ticket Form
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Approve Ticket Form
• Form ID: approveTicket
• Form Name: 2-Approve Ticket
• Table Name: ticket_tickets
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Approve Ticket Form
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Approve Ticket Form
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Approve Ticket Form
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Approve Ticket Form
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Approve Ticket Form
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Exercise
• Design the rest of the forms
– Execute Task
• with Subform of Approve Ticket form
• add a TextArea for Technician to key in
Remarks (id: technician_remarks)
– Acknowledge Rejection
• with Subform of Approve Ticket form
– Acknowledge Completion
• with Subform of Execute Task form
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The relationship between Forms and
Database Tables
• Forms
– Submit Ticket
– Approve Ticket
– Execute Task
– Acknowledge
Rejection
– Acknowledge
Completion
• Forms
– Category
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Map Forms to Activities
• With all the Forms designed,
map the Forms to the Activities
accordingly.
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The relationship between Forms and
Activities
1. Submit Ticket
2. Approve
Ticket
3. Execute Task
4. Acknowledge
Rejection
5. Acknowledge
Completion
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Exercise
• Test run and verify the process.
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Map Participants
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Exercise
• After mapping the participants, test run and verify the
process again.
• Remember to publish the App first.
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Design Datalists
• Category List
• Ticket List
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Category List
• List and Manage Categories
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Category List
• Select binder and form
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Category List
• Add Name and Description columns
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Ticket List
• List and Manage Tickets
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Ticket List
• Select Form Data Binder as the Binder.
• Select Submit Ticket as the form.
• Add id, category, name, status as the columns.
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Design Userview
• Userview serves as the front-end interface for end users
to interact with the App.
• Ticket Userview
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Ticket Userview
• Create category Menu,
Tickets, Categories.
• Create the following element
according to the order:-
– HTML Page – Home
– Inbox – Inbox
– Run Process – Submit Ticket
– List – List Tickets
– Form – Add New Category
– List – List Categories
• Apply theme.
• Preview and save!
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HTML Page – Home
• First Menu item serves as the landing page.
• Customize the element accordingly.
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Inbox – Inbox
• Inbox is used to list assignments available to the logged in
user.
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Run Process – Submit Ticket
• Run Process element is used to start a new workflow
process instance.
• Map it to the Ticketing Process created earlier.
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List – List Tickets
• List is used to show record listing created by the Datalist
Builder.
• Map it to the Ticket List created earlier.
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Form – Add New Category
• Form is used to display and capture form data created by
the Form Builder.
• Map it to the Category form created earlier.
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List – List Categories
• Form is used to display and capture form data created by
the Form Builder.
• Map it to the Category List created earlier.
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Preview and Save the Userview
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Exercise: Run through the Process
• With the Userview created, run through the entire
Ticketing Process again by using solely, the Userview.
• You must first publish the App first.
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Exercise 1
• Problem statement: Anyone can see anything. Apply
Permission Control according to the following rules.
– Tickets – Logged in User
– Categories – User “admin”
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Exercise 1
• At the category’s, select Permission and apply the
appropriate Permission Type.
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Exercise 2
• Problem statement: There is no reference number to the
Ticket submitted. The reference number should start from
1000.
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Exercise 2
• Add a ID Generator Field in the Submit Ticket form.
• Configure the element, map it to the appropriate
Environment Variable.
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Exercise 3
• Problem statement: When adding new category in the
Category Userview, it should go to the category listing
automatically after submission.
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Exercise 3
• Configure the redirection property in the Category Form
element to point to the Category List.
Unique ID (Custom ID)
of the menu item.
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Exercise 4
• Problem statement: In the Ticket listing, the category
column is showing the Category ID instead of showing the
Category Name.
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Exercise 4
• Use the formatter function at the category ID column in
the ticket list.
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Exercise 5
• Problem statement: There are lots of tickets submitted
but most of them abandoned by the requester (left at the
“Submit Ticket" activity). How to prevent this?
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Exercise 5
• Only start the process after the “Submit Ticket” form is
submitted by utilizing the “Run Process” feature.
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Exercise 6
• Problem statement: The actual requester does not get
assigned to the activity “Acknowledge Rejection” and
“Acknowledge Completion”
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Exercise 6
• The participant “Requester” has not been mapped yet.
• Map it to “Performer” who performed “Run Process”.
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Exercise 7
• Problem statement: Requester did not get the Reference
number after submitting the ticket.
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Exercise 7
• Add an activity to the start of the process.
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Exercise 8
• Design a form that would prompt the requester of the
reference ID.
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Exercise 8
• Map the form to the “Ticket Submitted” activity.
• Check on “Show The Next Assignment When Completed”
at “Run process” activity so that the form would be
shown immediately after submission of the ticket.
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Exercise 9
• Problem Statement: User must hit on the “Complete”
button in the “Ticket Submitted” form in order to send
the ticket to the Manager for Approval.
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Exercise 9
• Change the process design such that “Ticket Submitted”
and “Approve Ticket” run in parallel.
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Exercise 10
• Problem statement: User tend to forget to complete
“Ticket submitted” activity leaving the process hanging
even after ticket has been resolved.
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Exercise 10
• Introduce a synchronous deadline at “Ticket Submitted”
that terminates in a specific time.
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Exercise 11
• Problem statement: In the inbox, one cannot identify on
who is the requester.
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Exercise 11
• Use the Performer or Form Hash Variable in activity
naming in your Workflow Designer.
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Stay Connected with Joget Workflow
• www.joget.org
• community.joget.org
• twitter.com/jogetworkflow
• facebook.com/jogetworkflow
• youtube.com/jogetworkflow
• slideshare.net/joget
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Joget Workflow Training – Basic & Advance for v3.1 – Module 11 – A Revision - Building a Support Ticketing System

  • 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. 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. 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. 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. 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. 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. 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. All Rights Reserved © Joget Inc Module 11 A Revision - Building a Support Ticketing System Joget Inc Internal Use Only
  • 9. All Rights Reserved © Joget Inc What are we building? • Support Ticketing system. • CRUD – Manage ticket’s category. • Tickets grouped by category. • Userview – Acts as the main point of access of the application and as the wrapper of all the processes, datalists and forms. Joget Inc Internal Use Only
  • 10. All Rights Reserved © Joget Inc Create App • App ID: ticketingSystem • App Name: Ticketing System Joget Inc Internal Use Only
  • 11. All Rights Reserved © Joget Inc Design Ticketing Process Joget Inc Internal Use Only
  • 12. All Rights Reserved © Joget Inc Ticketing Process Joget Inc Internal Use Only
  • 13. All Rights Reserved © Joget Inc Exercise • Test run and verify the process. – Make sure that all possible routes are tested. Go through the Workflow Process multiple times using different Workflow Variable value. Joget Inc Internal Use Only
  • 14. All Rights Reserved © Joget Inc Design Forms • Manage Ticket Categories • Manage Ticket submission flow (Submit, Approve etc) • ERD:- Remember! Define a Prefix for your App on naming the tables to prevent data clash with other AppsJoget Inc Internal Use Only
  • 15. All Rights Reserved © Joget Inc Design Forms for Categories • Create Category Joget Inc Internal Use Only
  • 16. All Rights Reserved © Joget Inc Category Form • Form ID: category • Form Name: Category • Table Name: ticket_categories Joget Inc Internal Use Only
  • 17. All Rights Reserved © Joget Inc Category Form Joget Inc Internal Use Only
  • 18. All Rights Reserved © Joget Inc Category Form Joget Inc Internal Use Only
  • 19. All Rights Reserved © Joget Inc Category Form Joget Inc Internal Use Only
  • 20. All Rights Reserved © Joget Inc Category Form Joget Inc Internal Use Only
  • 21. All Rights Reserved © Joget Inc Design Forms for Tickets • Submit Ticket • Approve Ticket • Execute Task • Acknowledge Rejection • Acknowledge Completion Joget Inc Internal Use Only
  • 22. All Rights Reserved © Joget Inc Submit Ticket Form • Form ID: submitTicket • Form Name: 1-Submit Ticket • Table Name: ticket_tickets Joget Inc Internal Use Only
  • 23. All Rights Reserved © Joget Inc Submit Ticket Form Joget Inc Internal Use Only
  • 24. All Rights Reserved © Joget Inc Submit Ticket Form Joget Inc Internal Use Only
  • 25. All Rights Reserved © Joget Inc Submit Ticket Form Joget Inc Internal Use Only
  • 26. All Rights Reserved © Joget Inc Submit Ticket Form Joget Inc Internal Use Only
  • 27. All Rights Reserved © Joget Inc Submit Ticket Form Joget Inc Internal Use Only
  • 28. All Rights Reserved © Joget Inc Submit Ticket Form Joget Inc Internal Use Only
  • 29. All Rights Reserved © Joget Inc Submit Ticket Form Joget Inc Internal Use Only
  • 30. All Rights Reserved © Joget Inc Approve Ticket Form • Form ID: approveTicket • Form Name: 2-Approve Ticket • Table Name: ticket_tickets Joget Inc Internal Use Only
  • 31. All Rights Reserved © Joget Inc Approve Ticket Form Joget Inc Internal Use Only
  • 32. All Rights Reserved © Joget Inc Approve Ticket Form Joget Inc Internal Use Only
  • 33. All Rights Reserved © Joget Inc Approve Ticket Form Joget Inc Internal Use Only
  • 34. All Rights Reserved © Joget Inc Approve Ticket Form Joget Inc Internal Use Only
  • 35. All Rights Reserved © Joget Inc Approve Ticket Form Joget Inc Internal Use Only
  • 36. All Rights Reserved © Joget Inc Exercise • Design the rest of the forms – Execute Task • with Subform of Approve Ticket form • add a TextArea for Technician to key in Remarks (id: technician_remarks) – Acknowledge Rejection • with Subform of Approve Ticket form – Acknowledge Completion • with Subform of Execute Task form Joget Inc Internal Use Only
  • 37. All Rights Reserved © Joget Inc The relationship between Forms and Database Tables • Forms – Submit Ticket – Approve Ticket – Execute Task – Acknowledge Rejection – Acknowledge Completion • Forms – Category Joget Inc Internal Use Only
  • 38. All Rights Reserved © Joget Inc Map Forms to Activities • With all the Forms designed, map the Forms to the Activities accordingly. Joget Inc Internal Use Only
  • 39. All Rights Reserved © Joget Inc The relationship between Forms and Activities 1. Submit Ticket 2. Approve Ticket 3. Execute Task 4. Acknowledge Rejection 5. Acknowledge Completion Joget Inc Internal Use Only
  • 40. All Rights Reserved © Joget Inc Exercise • Test run and verify the process. Joget Inc Internal Use Only
  • 41. All Rights Reserved © Joget Inc Map Participants Joget Inc Internal Use Only
  • 42. All Rights Reserved © Joget Inc Exercise • After mapping the participants, test run and verify the process again. • Remember to publish the App first. Joget Inc Internal Use Only
  • 43. All Rights Reserved © Joget Inc Design Datalists • Category List • Ticket List Joget Inc Internal Use Only
  • 44. All Rights Reserved © Joget Inc Category List • List and Manage Categories Joget Inc Internal Use Only
  • 45. All Rights Reserved © Joget Inc Category List • Select binder and form Joget Inc Internal Use Only
  • 46. All Rights Reserved © Joget Inc Category List • Add Name and Description columns Joget Inc Internal Use Only
  • 47. All Rights Reserved © Joget Inc Ticket List • List and Manage Tickets Joget Inc Internal Use Only
  • 48. All Rights Reserved © Joget Inc Ticket List • Select Form Data Binder as the Binder. • Select Submit Ticket as the form. • Add id, category, name, status as the columns. Joget Inc Internal Use Only
  • 49. All Rights Reserved © Joget Inc Design Userview • Userview serves as the front-end interface for end users to interact with the App. • Ticket Userview Joget Inc Internal Use Only
  • 50. All Rights Reserved © Joget Inc Ticket Userview • Create category Menu, Tickets, Categories. • Create the following element according to the order:- – HTML Page – Home – Inbox – Inbox – Run Process – Submit Ticket – List – List Tickets – Form – Add New Category – List – List Categories • Apply theme. • Preview and save! Joget Inc Internal Use Only
  • 51. All Rights Reserved © Joget Inc HTML Page – Home • First Menu item serves as the landing page. • Customize the element accordingly. Joget Inc Internal Use Only
  • 52. All Rights Reserved © Joget Inc Inbox – Inbox • Inbox is used to list assignments available to the logged in user. Joget Inc Internal Use Only
  • 53. All Rights Reserved © Joget Inc Run Process – Submit Ticket • Run Process element is used to start a new workflow process instance. • Map it to the Ticketing Process created earlier. Joget Inc Internal Use Only
  • 54. All Rights Reserved © Joget Inc List – List Tickets • List is used to show record listing created by the Datalist Builder. • Map it to the Ticket List created earlier. Joget Inc Internal Use Only
  • 55. All Rights Reserved © Joget Inc Form – Add New Category • Form is used to display and capture form data created by the Form Builder. • Map it to the Category form created earlier. Joget Inc Internal Use Only
  • 56. All Rights Reserved © Joget Inc List – List Categories • Form is used to display and capture form data created by the Form Builder. • Map it to the Category List created earlier. Joget Inc Internal Use Only
  • 57. All Rights Reserved © Joget Inc Preview and Save the Userview Joget Inc Internal Use Only
  • 58. All Rights Reserved © Joget Inc Exercise: Run through the Process • With the Userview created, run through the entire Ticketing Process again by using solely, the Userview. • You must first publish the App first. Joget Inc Internal Use Only
  • 59. All Rights Reserved © Joget Inc Exercise 1 • Problem statement: Anyone can see anything. Apply Permission Control according to the following rules. – Tickets – Logged in User – Categories – User “admin” Joget Inc Internal Use Only
  • 60. All Rights Reserved © Joget Inc Exercise 1 • At the category’s, select Permission and apply the appropriate Permission Type. Joget Inc Internal Use Only
  • 61. All Rights Reserved © Joget Inc Exercise 2 • Problem statement: There is no reference number to the Ticket submitted. The reference number should start from 1000. Joget Inc Internal Use Only
  • 62. All Rights Reserved © Joget Inc Exercise 2 • Add a ID Generator Field in the Submit Ticket form. • Configure the element, map it to the appropriate Environment Variable. Joget Inc Internal Use Only
  • 63. All Rights Reserved © Joget Inc Exercise 3 • Problem statement: When adding new category in the Category Userview, it should go to the category listing automatically after submission. Joget Inc Internal Use Only
  • 64. All Rights Reserved © Joget Inc Exercise 3 • Configure the redirection property in the Category Form element to point to the Category List. Unique ID (Custom ID) of the menu item. Joget Inc Internal Use Only
  • 65. All Rights Reserved © Joget Inc Exercise 4 • Problem statement: In the Ticket listing, the category column is showing the Category ID instead of showing the Category Name. Joget Inc Internal Use Only
  • 66. All Rights Reserved © Joget Inc Exercise 4 • Use the formatter function at the category ID column in the ticket list. Joget Inc Internal Use Only
  • 67. All Rights Reserved © Joget Inc Exercise 5 • Problem statement: There are lots of tickets submitted but most of them abandoned by the requester (left at the “Submit Ticket" activity). How to prevent this? Joget Inc Internal Use Only
  • 68. All Rights Reserved © Joget Inc Exercise 5 • Only start the process after the “Submit Ticket” form is submitted by utilizing the “Run Process” feature. Joget Inc Internal Use Only
  • 69. All Rights Reserved © Joget Inc Exercise 6 • Problem statement: The actual requester does not get assigned to the activity “Acknowledge Rejection” and “Acknowledge Completion” Joget Inc Internal Use Only
  • 70. All Rights Reserved © Joget Inc Exercise 6 • The participant “Requester” has not been mapped yet. • Map it to “Performer” who performed “Run Process”. Joget Inc Internal Use Only
  • 71. All Rights Reserved © Joget Inc Exercise 7 • Problem statement: Requester did not get the Reference number after submitting the ticket. Joget Inc Internal Use Only
  • 72. All Rights Reserved © Joget Inc Exercise 7 • Add an activity to the start of the process. Joget Inc Internal Use Only
  • 73. All Rights Reserved © Joget Inc Exercise 8 • Design a form that would prompt the requester of the reference ID. Joget Inc Internal Use Only
  • 74. All Rights Reserved © Joget Inc Exercise 8 • Map the form to the “Ticket Submitted” activity. • Check on “Show The Next Assignment When Completed” at “Run process” activity so that the form would be shown immediately after submission of the ticket. Joget Inc Internal Use Only
  • 75. All Rights Reserved © Joget Inc Exercise 9 • Problem Statement: User must hit on the “Complete” button in the “Ticket Submitted” form in order to send the ticket to the Manager for Approval. Joget Inc Internal Use Only
  • 76. All Rights Reserved © Joget Inc Exercise 9 • Change the process design such that “Ticket Submitted” and “Approve Ticket” run in parallel. Joget Inc Internal Use Only
  • 77. All Rights Reserved © Joget Inc Exercise 10 • Problem statement: User tend to forget to complete “Ticket submitted” activity leaving the process hanging even after ticket has been resolved. Joget Inc Internal Use Only
  • 78. All Rights Reserved © Joget Inc Exercise 10 • Introduce a synchronous deadline at “Ticket Submitted” that terminates in a specific time. Joget Inc Internal Use Only
  • 79. All Rights Reserved © Joget Inc Exercise 11 • Problem statement: In the inbox, one cannot identify on who is the requester. Joget Inc Internal Use Only
  • 80. All Rights Reserved © Joget Inc Exercise 11 • Use the Performer or Form Hash Variable in activity naming in your Workflow Designer. Joget Inc Internal Use Only
  • 81. 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