]project-open[ Workflow Overview

The basic ]po[ Workflow graphical user interface

Start

Place

Transition

End

Transition

[Not OK]

[OK]

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Tutorial Overview

PO-Workflow-Tutorial-1-Overview.ppt This document provides a short overview of the ]project-open[ workflow.

PO-Workflow-Tutorial-2-EDI-Example.ppt:The next section guides you step-by-step through a real-world EDI Message workflow scenario.

PO-Workflow-Tutorial-3-Cusomizations.pptThe third section deals with the customization of the workflow to implement custom business logic, custom GUI panels and custom assignments.

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EDI Message Development Example

This tutorial uses an EDI development workflow as an example of a complex business process implemented in ]po[

WorkingMessage

QCApproval

Solution Support

TechnicalReview

QA

BusinessAnalyst

UAApproval

UserAcceptance

Releaseto Production

MTPSuccess

ProjectFinished

30 DaysMaintenance

and

SolutionSupport

ApprovedProject

BusinessAnalyst

Message“Map”

MessageDeveloper

SpecsOK

Report

Specs not OK

MessageDeveloper

DevelopMessage

CheckSpecs

BusinessAnalysis QC Check

InternalQC Team

QC not OK

MessageDeveloper

QA not OK

UA not OK

slow

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Petri-Net to Model Business Processes

To implement a business process, we need to convert it into a Petri-Net.

Petri-Nets consist of “places” (bubbles) and “tasks” (rectangles), connected by “arcs”. Arcs can have boolean conditions attached, allowing for loops etc.

Petri-Nets workflow behave similar to a status engine, but allow for parallel execution etc.

Start

BusinessAnalysis

End

CheckSpecs

[Not OK]

[OK]DevelopMessage

QCCheck[OK]

[Not OK]

QA

Release toProduction [OK]

30 daysMaintenance[OK]

[Not OK]

UserAcceptance

[OK]

[OK]

[Not OK]

[Not OK]

[Not OK]

User Survey[OK]

ResourceAssignment

ConfirmedProject

MessageTasksMessage

TasksMessageTasks

For each task

start a WF:

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Simple Workflow Wizard

]project-open[ includes a “simple workflow wizard” that allows to quickly create linear workflows.

The resulting workflows can be further customized to meet complex business requirements.

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Workflows and Business Objects

Workflows are associated with business objects (projects, companies, tasks, tickets, …).

You can track the status of the “Project Workflow Graph”. The blue dot represents the current WF status.

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The Workflow “Inbox”

The workflow “Inbox” contains a list of all assigned and otherwise associated workflow tasks in the user’s home page.

The inbox also contains the user’s own objects, so a user can track what is happening to his approval requests etc.

Inbox fields:– Action:

The name of the Transition– Type:

Name of the workflow– Status:

Status of the underlying object– Assignee:

Who else is assigned to the current transition?

– Owner:Owner of the underlying business object

– Object Name:Name of the underlying business object

– Relationship:What is the relationship between the current user and the workflow? “Assignment Group” means that the current user is assigned (task), “My Object” means that the underlying biz object has been created by the current user (tracking). Only WF admins can see tasks with relationship “none”.

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The Workflow “Action Panel”

Workflow tasks are shown using a generic workflow panel by default.

Pressing “Start task” indicates that user will perform the task. As a result, the task will disappear from the Inbox of other assigned users.

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The Workflow “Task Done”

Once started, the WF panel shows a “Task done” button.

Pressing this button the user finishes the task, effectively driving the WF forward to the next transition.

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Outlook

This is the end of document: PO-Workflow-Tutorial-1-Overview.ppt

The next section will guide you step-by-step through a real-world workflow scenario:PO-Workflow-Tutorial-2-EDI-Example.ppt

The third section will deal with the customization of the workflow to implement custom business logic, custom GUI panels and custom assignments.