joget workflow getting started v1.0

Upload: franc-fritz-murgelj

Post on 14-Apr-2018

246 views

Category:

Documents


0 download

TRANSCRIPT

  • 7/29/2019 Joget Workflow Getting Started v1.0

    1/38

    WWW.JOGET.ORG

    Joget WorkflowGetting Started Guide

  • 7/29/2019 Joget Workflow Getting Started v1.0

    2/38

    Getting Started 1.0

    2

    Joget Workflow Getting Started Guide

    CONTENTS 1. Getting Started .................... ................ ................... .................... .............. .................... .................... ..... 3

    1.1. Introduction .................... ............... .................... .................... .............. .................... .................... .. 3

    1.1.1. Overview...................... ................ .................... .................... .............. .................... ................ 3

    1.2. Installation ................... ............... .................... .................... .............. .................... .................... ... 10

    1.2.1. Installation using the Windows Setup Wizard ................. .................... ............... ................ 10

    1.2.2. Installation using the Demo Zip Bundle ............... .................... .................... ............. .......... 11

    1.2.3. Advanced Installation for Apache Tomcat and MySQL .................... ................... ............... . 12

    1.2.4. Advanced Installation For Other Java EE Application Servers .................. .................... ....... 12

    1.3. Implementing Your First Process ................................................................................................. 13

    1.3.1. Designing a process ................. ................. .................... .................... .............. ................... .. 13

    1.3.2. Deploying the process .................... ................ .................... .................. ................... ............ 21

    1.3.3. Mapping participants to users.................... .................... .................... .............. ................... 23

    1.3.4. Building and mapping forms to activities ................ .................... .................. ................... ... 26

    1.3.5. Running and participating in the process ................ .................... .................... .................... 31

    1.3.6. Modifying the process .................... ................ .................... ................. .................... ............ 32

    1.3.7. Using plugins ................... ............... .................... .................... .............. .................... ........... 37

  • 7/29/2019 Joget Workflow Getting Started v1.0

    3/38

    Getting Started 1.0

    3

    1. GETTINGSTARTED

    1.1. INTRODUCTION1.1.1. OVERVIEW

    Joget Workflow is a workflow management system that serves as a platform for users to design, deploy and runworkflows for their organization's business processes. The system provides the following features:

    simple and rapid deployment - design, deploy, run

    process engine supporting XPDL standard

    graphical workflow designer

    graphical form builder

    process monitoring

    people-driven, long running processes

    plugin architecture

    integration via JSON or Java API

    The system consists of the following components as shown in the diagram below:

    FIGURE 1: SYSTEM COMPONENTS

  • 7/29/2019 Joget Workflow Getting Started v1.0

    4/38

    Getting Started 1.0

    4

    WORKFLOWDESIGNER

    Workflow Designer is a graphical tool which allows Process Designers or Business Analysts to create visual processflows based on their business processes. The Workflow Designer can be launched directly from the web browserusing Java Web Start technology. After being launched for the first time, it can also run offline.

    FIGURE 2: WORKFLOW DESIGNER

    Once the process is designed, the design can be automatically deployed to the Workflow Engine directly fromwithin the Workflow Designer, or saved as an XPDL file before uploading it. If there is an existing XPDL file, the usercan upload it without using the designer.

    WORKFLOWENGINEThe Workflow Engine is the heart of the system which executes processes deployed from the Workflow Designer.Supporting the XPDL 1.0 standard, the Workflow Engine allows for easy integration to external systems byproviding a simple HTTP-based API along with Java and JavaScript libraries.

    Once the process has been designed, processes are deployed and configured by mapping the activities withparticipants, forms and tools using the Workflow Management Console. Once the mapping is completed, the userscan start and run the process to perform the tasks. The Process cycles can be repeated and each process isversioned using the version control feature.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    5/38

    Getting Started 1.0

    5

    WORKFLOWM ANAGEMENTCONSOLE

    The Workflow Management Console is a web based application that allows users and administrators to use thesystem through a web browser.

    FIGURE 3: WORKLOW MANAGEMENT CONSOLE MENU

    INBOXThe Inbox or Task Manager enables users to view the relevant tasks that are assigned to him/her once processesare running. When new task assignments are received, they are listed as bold items in the Inbox.

    FIGURE 4: INBOX

  • 7/29/2019 Joget Workflow Getting Started v1.0

    6/38

    Getting Started 1.0

    6

    The Run a Process feature enables the users to begin a process that is currently available in the system. Processesare versioned whereby when a process is updated the process becomes a newer version. The older version of theprocess will still be available until it is permanently removed.

    FOR M BUILDERThe Form Builder facilitates the designers to create and manage forms to be used by end users to perform theirtask. Form categories can be created to group related forms together.

    Forms can be designed and edited using the Form Builder tool. The forms that are completed can be mapped toactivities defined in the workflow.

    FIGURE 5: FORM BUILDER

  • 7/29/2019 Joget Workflow Getting Started v1.0

    7/38

    Getting Started 1.0

    7

    WORKFLOWM ONITORThe Workflow Monitor feature enables the system administrator to monitor the workflows running in the system.The system admin can monitor the running processes and update the activities if required. Completed processes or

    aborted processes and activities can also be monitored. An Audit Trail enables the system administrator to viewand monitor the users' activities in the system.

    FIGURE 6: WORKFLOW MONITOR

    USER M ANAGERThe Manage Users feature enables the system admin to create and manage organizations, groups and individualusers in the system. The users will be used to map to the activities of the workflows.

    Note: Other user directory implementation (e.g. connection to an LDAP server) can be performed using DirectoryManager plug-ins.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    8/38

    Getting Started 1.0

    8

    FIGURE 7: MANAGE USERS

    SYSTEMSETTINGS

    SYSTEMSETUPThe System Setup feature facilitates the system admin to set CSS, system paths, locale and intervals forthe system. Multiple profiles of data sources can be created and modified to enable dynamic switching of profiles when required.

    For other user directory implementations such as connecting to an LDAP server, the system admin can aselect and configure the Directory Manager plug-ins in the system. Therefore, the use of the internalusers' management may not be required.

    MANAGEPLUG-INS

    The Manage Plug-ins feature enables users to add and update plug-ins dynamically to extend thefunctionality of the system. Users can upload and update plug-ins on the fly without restarting thesystem.

    As the system is using a plug-in architecture, different types of plug-ins namely form variable plug-ins,application plug-ins, participant plug-ins, audit trail plug-ins and Directory Manager plug-ins can beuploaded into the system.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    9/38

    Getting Started 1.0

    9

    MANAGEFORM VARIABLESThe Manage Form Variables feature enables the users to create form variables by uploading FormVariable plug-ins. This enables the users to extend the options of form fields in the system.

    MANAGEMESSAGESThe Manage Messages feature facilitates users to dynamically create and modify messages and labelswithin the system.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    10/38

    Getting Started 1.0

    10

    1.2. INSTALLATION1.2.1. INSTALLATION USING THEWINDOWS SETUP WIZARD This tutorial will explain the installation based on the Windows Setup Wizard that contains everything you need toget started. The steps to install are:

    1. Run the setup file joget-setup-1.0.0.exe to launch the Setup Wizard.

    FIGURE 8: SETUP WIZARD

    2. Click Next on the Introduction page.3. Click I Agree on the License page.

    4. Click Next on the Components page.5. Change the Destination folder if required (default is C:\Joget), and click Install.6. Once the installation is complete, click on Finish.7. To start the Joget Server, go to the Start Menu > Programs > Joget Workflow and click on the green Start Joget

    Server icon under Joget Workflow. The startup might take some time, so please wait until the message "INFO:Server startup in XXXX ms" appears (XXXX represents the time taken for the startup). Do not close thecommand window.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    11/38

    Getting Started 1.0

    11

    8. Go to the Start Menu > Programs > Joget Workflow and click on the Workflow Management Console . Theweb browser will launch and you should see the Workflow Management Console login.

    FIGURE 9: LOGIN

    9. To stop the Joget Server, go to the Start Menu > Programs > Joget Workflow and click on the red Stop JogetServer icon under Joget Workflow.

    1.2.2. INSTALLATION USING THEDEMO ZIP BUNDLEThis tutorial will explain the installation based on the pre-packaged demo zip bundle for Windows that containseverything you need to get started. The steps to install the demo bundle are:

    1. Obtain the demo bundle joget-demo-windows-1.0.0.zip2. Create a new directory e.g. C:\joget. Extract the file into that newly created directory.3. To start the Joget Server, execute joget-start.bat. This will start the MySQL database server and Apache

    Tomcat application server. The startup might take some time, so please wait until the message "INFO: Serverstartup in XXXX ms" appears (XXXX represents the time taken for the startup). Do not close the commandwindow.

    4. Open the browser to access http://hostname:8080/wflow-wfweb (hostname is the name of the server, e.g.http://localhost:8080/wflow-wfweb) and you should see the Workflow Management Console login.

    5. To stop the Joget Server, execute joget-stop.bat and close the previous command window if it is still open.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    12/38

    Getting Started 1.0

    12

    1.2.3. ADVANCEDINSTALLATION FORAPACHE TOMCAT AND MYSQLThere is another available bundle that is just packaged together with Apache Tomcat. The steps to install onApache Tomcat and MySQL are:

    1. Install Java SDK version 5 and above2. Install MySQL version 5.0 and above3. Create a MySQL database with the name "wflowdb"4. Obtain the bundle joget-windows-1.0.0.zip5. Create a new directory e.g. D:\joget. Extract the file into that newly created directory.6. Use the SQL script in the "data" directory to create the necessary database tables in the "wflowdb" database7. Start the Apache Tomcat web application server by executing the file tomcat6-run.bat. The startup might take

    some time, so please wait until the message "INFO: Server startup in XXXX ms" appears (XXXX represents thetime taken for the startup). Do not close the Tomcat command window.

    8. Open the browser to access http://hostname:8080/wflow-wfweb (hostname is the name of the server, e.g.

    http://localhost:8080/wflow-wfweb) and you should see the Workflow Management Console login.

    1.2.4. ADVANCEDINSTALLATIONFOR OTHERJAVA EE APPLICATIONSERVERSThe workflow system consists of several Java EE (Java Enterprise Edition) web applications, packaged in standardWAR (web archive) format that can be deployed on Java EE application servers.

    The steps to install on another Java EE application server and database are:

    1. Create a database with the name "wflowdb"

    2. Obtain the bundle joget-windows-1.0.0.zip

    3. Create a new directory e.g. D:\joget. Extract the file into that newly created directory. 4. Use the appropriate SQL script in the "data" directory to create the necessary database tables in the

    "wflowdb" database 5. Deploy the WAR files under apache-tomcat-6.0.18\webapps to the desired application server. For instructions

    on deploying the WAR files, please refer to the documentation for the respective application server.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    13/38

    Getting Started 1.0

    13

    1.3. IMPLEMENTINGYOUR FIRSTPROCESSThe following section will guide you through the steps in designing, deploying, running and modifying a sampleprocess.

    FIGURE 10: DESIGNING & DEPLOYING A PROCESS

    1.3.1. DESIGNING A PROCESS

    LAUNCHING THEWORKFLOWDESIGNER

    Access the Workflow Management Console at http://hostname:8080/wflow-wfweb (Replace "hostname"with the name or IP of your server e.g. http://localhost:8080/wflow-wfweb)

    Login as an administrator (Default username: admin, password: admin) Select the "Design Processes" tab and click on the "Design New Process" menu item

  • 7/29/2019 Joget Workflow Getting Started v1.0

    14/38

    Getting Started 1.0

    14

    FIGURE 11: DESIGN NEW PROCESS

    Click on the Launch Workflow Designer button. Depending on the browser that you are using, you mightbe prompted to Open or Save, in which case you can just select Open.

    If launched for the first time, the Workflow Designer will be downloaded to your computer. A dialog boxwill appear asking for permission to run the application, so click on Run and the Workflow Designerwindow will appear. (NOTE: You will need to have a Java runtime installed on your computer)

    FIGURE 12: WORKFLOW DESIGNER WINDOW

  • 7/29/2019 Joget Workflow Getting Started v1.0

    15/38

    Getting Started 1.0

    15

    CREATING A NEWPACKAGE ANDPROCESS Select the menu item File > New. This will create a new Package. A Package is a grouping of related

    processes. Each Package may contain more than one Process. Open the Package Properties dialog (Double-click the New Package item in the Navigator pane on the left,

    or right-click and select Properties)

    FIGURE 13: WORKFLOW PACKAGE MENU

    Key in an appropriate ID (no space allowed) and Name for the Package, and click on the Apply button(green tick icon on the top left hand corner) or press Enter

    FIGURE 14: WORKLOW PACKAGE PROPERTIES

  • 7/29/2019 Joget Workflow Getting Started v1.0

    16/38

    Getting Started 1.0

    16

    Open the Process Properties dialog (Double-click the Workflow Process item in the Navigator pane on theleft, or right-click and select Properties)

    Key in an appropriate ID (no space allowed) and Name for the Process, and click on the Apply button

    ADDING PARTICIPANTS

    Click on the Add Participant icon on the toolbar. You are now ready to add participants to the process.

    FIGURE 15: ADD PARTICIPANT ICON

    Add participants to the process by clicking inside the diagram. Each click will add a new participant. A

    participant is represented as a horizontal bar called a swimlane. To stop adding participants, either press Esc, right-click, or click on the Arrow selection icon on the

    toolbar. For each participant, open the Process Properties dialog (Double-click the Participant name on the left of

    the swimlane, or right-click the name and select Properties) Key in an appropriate ID (no space allowed) and Name for the participant. You can also set the participant

    type. For human participants, leave it as Participant. To represent a system, choose System. Click on theApply button.

    You can move swimlanes up or down by first clicking on the Participant name and then clicking on thegreen up or down icons on the toolbar. You can also right-click on the Participant name and select either"Move participant up" or "Move participant down"

  • 7/29/2019 Joget Workflow Getting Started v1.0

    17/38

    Getting Started 1.0

    17

    FIGURE 16: PARTICIPANT SWIMLANES

    ADDING ACTIVITIES

    Click on the Add Activity icon on the toolbar. You are now ready to add activities to the process. Eachactivity represents a Form that the participant will interact with.

    Add activities to the process by clicking inside the desired swimlane, which represents the participant thatwill perform the activity. Each click will add a new activity.

    FIGURE 17: ADD ACTIVITY ICON

    To stop adding activities, either press Esc, right-click, or click on the Arrow selection icon on the toolbar. For each activity, open the Activity Properties dialog (Double-click the activity, or right-click the activity

    and select Properties) Key in an appropriate ID (no space allowed) and Name for the activity. Click on the Apply button.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    18/38

    Getting Started 1.0

    18

    You can place the activities in the process by dragging them. Note: Do not add an activity into the System swimlane. Only System Tools are allowed to be placed in the

    System swimlane.

    ADDING TOOLS

    Click on the Add Tool icon on the toolbar. You are now ready to add tools to the process. Each toolrepresents a system-related process that performs a specific task e.g. sending an email or updating adatabase.

    FIGURE 18: ADD TOOL ICON

    Add tools to the process by clicking inside the desired swimlane. Each click will add a new tool. To stop adding tools, either press Esc, right-click, or click on the Arrow selection icon on the toolbar. For each tool, open the Tool Properties dialog (Double-click the tool, or right-click the tool and select

    Properties) Key in an appropriate ID (no space allowed) and Name for the tool. Click on the Apply button. Note: Tools can be placed in any swimlane, but is recommended to be in the System swimlane for clarity.

    CONNECTINGACTIVITIES ANDTOOLS WITHTRANSITIONS

    Click on the Add Transition icon on the toolbar. You are now ready to connect activities and tools withinthe process.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    19/38

    Getting Started 1.0

    19

    FIGURE 19: ADD ACTIVITY ICON

    To connect two activities, click on the first activity and then click on the second activity. Another way todo it is to drag from the first to the second activity.

    FIGURE 20: CONNECTING ACTIVITIES

    To complete the sample process, add a Start (green circle on the toolbar) and End (red circle on toolbar)and connect them as appropriate. Alternatively, you can use the "Insert missing start and end bubbles"

  • 7/29/2019 Joget Workflow Getting Started v1.0

    20/38

    Getting Started 1.0

    20

    utility on the toolbar.

    FIGURE 21: INSERT START AND END ICON

    Once the process design has been completed, you can check on the validity by selecting the "Checkvalidity" option under the Process menu. This will list down errors within the process if there are any.

    FIGURE 22: CHECK VALIDITY MENU ITEM

  • 7/29/2019 Joget Workflow Getting Started v1.0

    21/38

    Getting Started 1.0

    21

    1.3.2. DEPLOYING THE PROCESS

    DEPLOYING VIAXPDLFILE

    One of the ways to deploy a new process to the Workflow Engine is to save the designed process as anXPDL file.

    Select Save under the File menu and key in an appropriate filename and file location. You can open the file and edit the process as often as you like. Once you are ready to deploy, login to the Workflow Management Console. Select the "Design Processes" tab and click on the "Design New Process" menu item. Under "Upload Process XPDL File" input field, browse for the saved file and click on the Upload button.

    FIGURE 23: UPLOAD XPDL FILE

    If the upload is successful and the process is valid, you will be brought to the "Update Existing Process"page, showing the package and processes that were deployed.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    22/38

    Getting Started 1.0

    22

    FIGURE 24: UPDATE EXISTING PROCESS

    DEPLOYING DIRECTLY FROM THEWORKFLOWDESIGNER You can also deploy a new package to the Workflow Engine directly from the Workflow Designer. Select Deploy under the File menu and click Yes when confirmation is requested.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    23/38

    Getting Started 1.0

    23

    FIGURE 25: DEPLOY FROM WORKFLOW DESIGNER

    If the process is valid and the deployment is successful, a confirmation dialog will be shown and theWorkflow Designer will close.

    To confirm that the package has been deployed, login to the Workflow Management Console. Select the "Design Processes" tab and click on the "Update Existing Process" menu item. The processes

    should be listed in the list of processes. You can filter according to the package by selecting the "Filter by

    Package" drop-down.

    1.3.3. MAPPING PARTICIPANTS TO USERS

    CREATING GROUPS AND USERS

    Once a package has been deployed, the processes are ready to be executed. However, in order foractivities to be routed to the correct users, participants should be mapped to the appropriate users orgroup of users.

    First, create the users for the process. In the Workflow Management Console, select the "Setup Users" taband click on the "Manage Users" menu item.

    Click on the "Create New User" button at the bottom of the page. In the Create User popup dialog, enter the relevant details. For the Role, select either Admin for

    administrators or User for a normal user. Click on Save to create the user. Repeat for each of the users you would like to create.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    24/38

    Getting Started 1.0

    24

    Next, create the relevant group of users. In the Workflow Management Console, select the "Setup Users"tab and click on the "Manage Groups" menu item.

    Click on the "Create New Group" button at the bottom of the page.

    FIGURE 26: CREATE NEW GROUP

    Enter a Group Code, Group Name, and optionally a description for the group. Click on Save to create the group. Repeat for each of the groups you would like to create. To set the users for a group, click on the Group in the list. Click on the "Assign Users" button at the bottom of the page. Click on desired users (you can select multiple rows) and click on the Assign button.

    M APPING A PARTICIPANT TO AGROUP OR USER

    Select the "Design Processes" tab and click on the "Update Existing Process" menu item. Click on theprocess to update.

    In the "Update Process" page, the "Participant Mapping" tab displays the list of participants defined in theprocess.

    To map a participant, click on the "Add/Edit Mapping" button on the right of the participant name.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    25/38

    Getting Started 1.0

    25

    FIGURE 27: MAPPING A PARTICIPANT

    In the "Participant Mapping" popup dialog, there are several tabs representing the mapping options. Inthe first "Map to User or Group" tab, you can either "Map to Group" or "Map to User". Click on "Map toGroup".

    In the listing of groups, click on the group that you would like to map this participant to.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    26/38

    Getting Started 1.0

    26

    FIGURE 28: PARTICIPANT MAPPING DIALOG

    Click on the Submit button. Based on this mapping, any of the activities for the participant will be assignedto the selected Group of users.

    Perform the mapping for each of the participants as desired.

    1.3.4. BUILDING AND MAPPING FORMS TO ACTIVITIES

    CREATING ANEW FOR M

    Select the "Design Processes" tab and click on the "Manage Forms" menu item. Click on the "Create New Form" button. In the "Create Form" popup dialog, enter a Form ID (space not allowed), Form Name, and Table Name.

    Table Name is the name of the database table that will be created to store the form data. (Note: Multipleforms are allowed to point to the same database table to share data across a process).

    Select a Category for the form. Additional form categories can be managed from the "Manage FormCategories" menu item under the "Design Processes" tab.

    Click on the Save button.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    27/38

    Getting Started 1.0

    27

    FIGURE 29: CREATING A NEW FORM

    BUILDING THEFORM WITH THEFOR M BUILDER In the "Manage Forms" page, click on the desired form. In the "View Form" page, click on the "Launch Form Builder" button. This will launch the Form Builder in a

    new window. Click on the Form Title to edit it. Key in the desired form title and press Enter.

    FIGURE 30: EDITING FORM TITLE

    A fieldset is a grouping of related fields. Click on the fieldset legend to edit it. The Elements palette on the right contains a list of available field types that can be inserted into the form.

    Clicking on a desired field type will insert it into the fieldset.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    28/38

    Getting Started 1.0

    28

    FIGURE 31: ADDING FORM FIELDS

    Click on the Name and Description of each field to change the labels. Clicking on the Red minus icon onthe left will remove the field, while the Yellow star icon indicates a mandatory field. The green Up andDown arrows can be used to move the field up and down within the fieldset.

    Click on the Advanced Properties icon on the left to open the Advanced Properties dialog. The Name of field is the name of the database column that will be used to store the field data. Click on Save to updatethe field properties.

    FIGURE 32: ADVANCED FIELD PROPERTIES

  • 7/29/2019 Joget Workflow Getting Started v1.0

    29/38

    Getting Started 1.0

    29

    Once the form has been designed, click on the Save button at the top of the page to save the form.

    FIGURE 33: SAVING A FORM

    Click on the Preview button to display a preview of the form in a separate window. When you are done, close the Form Builder window. Click OK when prompted to confirm.

    M APPING A FORM TO AN ACTIVITY Select the "Design Processes" tab and click on the "Update Existing Process" menu item. Click on the

    process to update. In the "Update Process" page, the "Activity Mapping" tab displays the list of activities and tools defined in

    the process. To map an activity, click on the "Add/Edit Form" button on the right of the activity name.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    30/38

    Getting Started 1.0

    30

    FIGURE 34: MAPPING A FORM TO AN ACTIVITY

    In the "Activity Mapping" popup dialog, there is a list of current available forms. Click on the form thatyou would like to map this activity to.

    FIGURE 35: ACTIVITY FORM MAPPING DIALOG

    Perform the mapping for each of the activities as desired.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    31/38

    Getting Started 1.0

    31

    1.3.5. RUNNING AND PARTICIPATING IN THE PROCESS

    RUNNING/ STARTING APROCESS

    Select the "Home" tab and click on the "Run a Process" menu item. Click on the process to run. In the popup that displays the process details, click on the Run Process button.

    FIGURE 36: RUN A PROCESS

    If the first activity in the process is assigned to you, then the Task details will be displayed for your action.Otherwise, the popup window will close and a task will be assigned to the appropriate user.

    VIEWING PENDING ANDACCEPTEDTASKS

    To view your pending (newly created) tasks, select the "Home" tab and click on the "Inbox". This displaysthe list of tasks assigned to you. New pending tasks are displayed as bold items. Click on the task that youwould like to view.

    In the popup that displays the Task details, an Accept Task button will be shown if there are severalassignees that are assigned to that task. To accept the task, click on the Accept Task button. If you are theonly assignee for the task, then the task will be automatically accepted.

    When you accept a task, the form mapped to the activity it will be displayed for you to fill up.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    32/38

    Getting Started 1.0

    32

    FIGURE 37: ACCEPTING A TASK

    You have an option to save it as draft by clicking on the Save As Draft button. In this case, the task will stillbe in your Accepted Tasks list for future action.

    Clicking on the Withdraw Task button will withdraw your acceptance of the task and mark it as pending(bold).

    Click on the Complete Task button to submit the form and proceed with the next steps in the processwhere tasks will be assigned to the relevant users.

    1.3.6. MODIFYING THE PROCESS

    LAUNCHING THEWORKFLOWDESIGNER TOM ODIFY THEPROCESS

    Select the "Design Processes" tab and click on the "Update Existing Process" menu item. Click on theprocess to update.

    In the "Update Process" page, click on the "Update via Workflow Designer" button. This will start theWorkflow Designer

    ADDING AROUTE

    Click on the Add Route icon on the toolbar. You are now ready to add routes to the process. Each Routerepresents a decision node that can decide on the activity flow of the process.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    33/38

    Getting Started 1.0

    33

    FIGURE 38: ADD ROUTE ICON

    Add routes to the process by clicking within a swimlane. Each click will add a new route. Using transitions (described earlier), connect the route to the desired activities. You can move other

    transitions by dragging either end of the transitions.

    FIGURE 39: CONNECTING ROUTES TO ACTIVITIES

    By default, each route's behaviour is exclusive-OR (XOR), which means that only 1 of the transitions willbe followed. If you would like to set the route to support multiple parallel transitions, you need to set theTransition Restriction to AND. In this case, open the Route Properties dialog (Double-click the route, orright-click on the route and select Properties). Select the Transition Restriction tab, and select the Split

  • 7/29/2019 Joget Workflow Getting Started v1.0

    34/38

    Getting Started 1.0

    34

    Type drop-down to AND. Click on the Green apply button, and the Route symbol will change to one with across.

    FIGURE 40: ROUTE TRANSITION RESTRICTION

    ADDING WORKFLOWVARIABLES

    In order to be able to control the flow of the process using routes, Workflow Variables are needed. Open the Package Properties dialog (Double-click the New Package item in the Navigator pane on the left,

    or right-click and select Properties) Select the "Workflow variables" tab, and click on the "Create new element" icon on the top left. A new

    row representing variable will be listed in the table.

    FIGURE 41: ADDING WORKFLOW VARIABLE

  • 7/29/2019 Joget Workflow Getting Started v1.0

    35/38

    Getting Started 1.0

    35

    Double-click on the variable row, and in the ensuing popup enter an appropriate ID and Name for thevariable.

    FIGURE 42: WORKFLOW VARIABLE PROPERTIES

    Click on the green Apply icon to save the variable. Set the activity that will be allowed to update the variable. Open the Activity Properties dialog for the

    desired activity and select the "Activity form editor" tab. Click on the checkbox for the variable to changeit to "Edit".

    FIGURE 43: ACTIVITY FORM EDITOR

    Click on the green Apply icon to save the activity.

  • 7/29/2019 Joget Workflow Getting Started v1.0

    36/38

    Getting Started 1.0

    36

    ADDING TRANSITIONCONDITIONS

    Open the Transition Properties dialog (Double-click the transition, or right-click and select Properties). Set the Condition type drop-down to "Condition". Key in a condition (using JavaScript syntax) in the Expression box. For example, status=='rejected' is the

    condition that the variable with the ID status is equal to the value 'rejected'.

    FIGURE 44: TRANSITION CONDITION

    Click on the green Apply icon to save the transition. The expression will show up beside the transition.

    To set another transition as a default transition that is followed if no other condition is met, set theCondition type to "Otherwise". In this case, the color of the transition will be changed to orange.

    FIGURE 45: MODIFIED PROCESS

  • 7/29/2019 Joget Workflow Getting Started v1.0

    37/38

    Getting Started 1.0

    37

    DEPLOYING THE UPDATED PROCESS DIRECTLY FROM THEWORKFLOWDESIGNER

    You can deploy the updated package to the Workflow Engine directly from the Workflow Designer. Select Update under the File menu and click Yes when confirmation is requested. If the process is valid and the deployment is successful, a confirmation dialog will be shown and the

    Workflow Designer will close. To confirm that the package has been deployed, login to the Workflow Management Console. Select the "Design Processes" tab and click on the "Update Existing Process" menu item. The processes

    should be listed in the list of processes with a new version number. You can update the process configuration accordingly by performing the desired participant and activity

    mapping.

    1.3.7. USING PLUGINS

    M APPING SYSTEM TOOLS TO PLUGINS

    Select the "Design Processes" tab and click on the "Update Existing Process" menu item. Click on theprocess to update.

    In the "Update Process" page, the "Activity Mapping" tab displays the list of activities and tools defined inthe process.

    To map an tool, click on the "Add/Edit Plugin" button on the right of the tool name.

    FIGURE 46: MAPPING PLUGIN TO A TOOL

  • 7/29/2019 Joget Workflow Getting Started v1.0

    38/38

    Getting Started 1.0

    In the ensuing popup dialog, you are presented with a list of plugins that are available in the system. Clickon the desired plugin e.g. EmailPlugin

    The Plugin Configuration dialog will be displayed. Each plugin will have its own configuration page, key inthe appropriate settings for the plugin.

    FIGURE 47: PLUGIN CONFIGURATION DIALOG

    Click on the Submit button at the bottom of the dialog to save the configuration settings.