workflow usage best practices

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  • 1. Roman Agaev, M.Sc, PMP Owner, Supra Information Technology ltd.Workflow best practicesAuthor: Roman AgaevDate: Monday, May 14, 2007 -1-

2. Roman Agaev, M.Sc, PMP Owner, Supra Information Technology ltd. Contents 1 Abstract.......................................................................................................................4 2 Workflow process.......................................................................................................62.1 Workflow process diagram window................................................................62.2 Workflow process properties...........................................................................92.3 Workflow process instance properties...........................................................102.4 Triggers for invocation...................................................................................10 2.4.1 Run Time Events.................................................................................12 2.4.2 Database triggers.................................................................................12 2.4.3 Scripting..............................................................................................132.5 Using workflow..............................................................................................14 2.5.1 Workflow work modes........................................................................14 2.5.2 Useful Business Services....................................................................16 2.5.3 Design example...................................................................................17 2.5.4 Workflow simulation...........................................................................24 2.5.5 Workflow deployment.........................................................................282.6 Asynchronous invocation...............................................................................31 2.6.1 Logging paradigm...............................................................................31 3 Workflow policy.......................................................................................................32 4 Workflow action........................................................................................................33 5 Workflow program....................................................................................................33 6 Workflow Process Manager Component..................................................................34 7 Conclusion.................................................................................................................357.1 Discussion......................................................................................................35 8 Appendixes................................................................................................................35 9 Indexes......................................................................................................................36 -2- 3. Roman Agaev, M.Sc, PMP Owner, Supra Information Technology ltd.Tables Table 1-1: Functional implementation decision points..................................................5 Table 2-2: Useful Business Services............................................................................16 Table 2-3: Design of new Workflow Process (example).............................................17 Table 2-4: Workflow steps names (example)..............................................................19 Table 2-5: Workflow's Siebel operation step's properties values (example)...............20 Table 2-6: Workflow's Siebel operation step's values fro new entry (example)..........22 Table 2-7: Workflow's interactive step properties values (example)...........................23 Table 2-8: Workflow connector's condition definition................................................23 Table 2-9: Simulation of new Workflow Process (example).......................................24 Table 2-10: Workflow deployment (example).............................................................28Figures Figure 1-1: The workflow diagram example (Verify Order/Quote)..............................4 Figure 1-2: Workflow development and deployment lifecycle.....................................6 Figure 2-3: The Workflow process diagrma window with predefined steps capability 7 Figure 2-4: Workflow decision point's condition criteria definition..............................8 Figure 2-5: The example of Workflow's Stop step........................................................9 Figure 2-6: Standard Workflow Process properties example......................................10 Figure 2-7: Expression Workflow Process property example.....................................10 Figure 2-8: Workflow by script execution (server side)..............................................11 Figure 2-9: Workflow policy concept architecture......................................................13 Figure 2-10: Workflow building blocks.......................................................................14 Figure 2-11: New Workflow creation (example).........................................................18 Figure 2-12: Workflow steps creation (example)........................................................19 Figure 2-13: Workflow steps and its descriptive names (example).............................20 Figure 2-14: Workflow's Siebel operation step definiton (example)...........................21 Figure 2-15: Workflow's Siebel operation definition cont. (example)........................22 Figure 2-16: Workflow's Siebel operation definition cont. (example)........................23 Figure 2-17: Workflow's connector definition (example)............................................24 Figure 2-18: Prior simulation activity debugging options definition (example)..........25 Figure 2-19: Workflow's prior simulation properties population (example)...............26 Figure 2-20: Workflow "Wait for simulation in progress" dialog box (example).......26 Figure 2-21: Workflow's simulation view (example)..................................................27 Figure 2-22: Workflow's simulation completion (example)........................................28 Figure 2-23: Workflow's deployment (example).........................................................29 Figure 2-24: Workflow's deployment view (example)................................................30 Figure 2-25: Deployed workflow activation (example)...............................................30 Figure 2-26: Workflow's Run Time Events reload (example).....................................31 Figure 3-27: Workflow Policy architecture.................................................................33 Figure 5-28: Workflow Policy Program supported types............................................33 Figure 5-29: Workflow Policy Program definition......................................................34 -3- 4. Roman Agaev, M.Sc, PMP Owner, Supra Information Technology ltd. 1 Abstract The main aim of the document is best workflow practices description and trying to route future implementation via the best way of such a capability usage. Generally workflow is declarative way of system programming when it includes all possibilities for common Siebel features invocation like Business service methods, Siebel internal operations, Inline expressions. The workflow framework provides a powerful way of process design and implementation handling when in fact manages common memory and instruction area for the process evaluation, the memory area allows usage of common parameters across the workflow process instance. The parameters handled as properties within the inbound propertyset of workflow wrapping business service invocator like Workflow Process Manager or EAI Business Integration Manager. The powerful side of workflow in some circumstances may become a disadvantage because of conceptual problem that assembles in terms of process finite property and as consequence potential discontiguity to a cross system processes. The workflow must be considered as capability of sophisticated processes orchestration rather than used as simple cases like field update handler.Figure 1-1: The workflow diagram example (Verify Order/Quote) The following table provides common decision point for evaluation of further implementation step implementation. In fact Siebel allows several approaches when dominant ones are common scripting (browser/server side) within several Siebel's architecture elements: Application, Applet, Business component, Business service and Workflow processing (interactive, service, long-running, 7.0 compatible). -4- 5. Roman Agaev, M.Sc, PMP Owner, Supra Information Technology ltd. Table 1-1: Functional implementation decision points Type DescriptionWhen Useful Limitations Workflow Kind of step in a Need a simple Conditional Decision StepWorkflow that articulation ofexpressions lackarbitrates betweenwhether one or support for someone or more more alternative key operatorsalternative branchesactions in flowincluding:in a flow should be takeno AND Each branch out of o ORdecision step haso Order ofone or moreprecedence controlconditions if all(such asevaluate to TRUE parentheses)for the branch theflow will continuedown the branch Scripted Script within a Workflow Undermine Business business servicedecision stepreadability and Services Action step thatsemantics notsimplicity ofevaluates a sufficiently workflow by hidingpotentially complex expressive tologic within aset of inputs and encapsulate decision servicereturns a simplifiedcriteriaoutput that can beevaluated by aworkflow decisionstep OtherOther rule Specializedframeworks that Rule may be leveraged Frameworks directly or indirectlyby a workflowo PersonalizationRuleso Assignment Rules-5- 6. Roman Agaev, M.Sc, PMP Owner, Supra Information Technology ltd. The following figure shows comm

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