killer workflow apps! get rich quick with an intranet!
Post on 13-May-2015
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Killer Workflow Apps! Get Rich Quick With an
Intranet!Nathan Van Gheem -- Wildcard Corp.
T. Kim Nguyen -- U of Wisconsin Oshkosh, PloneEdu.org
What We'll Cover
● How is an Intranet different?● Features to drive repeat visits● What is a workflow application?● Example workflow apps● Workflow app design tools & demo
How is an Intranet Different?
● Used for communication, collaboration● Content rich vs. glitz● Dynamic interaction to drive repeat visits● User customization ("portal")
Features to Drive Repeat Visits
● Content is king○ highlight new; ratings; suggestions
● Intuitive navigation● Interactive, dynamic content● Forms ● Workflow apps
Content
Organized hierarchically, by org unit, eg.:● HR● Administrative Services (business office)● Facilities Management (work orders)● Library● Information Technology (support, policies,
requests, projects) Work with small "curator" groups; training; meetings
Navigation
● Make it the default home page for browsers● Quick links to commonly accessed info● Prominent search box ● Have a dual navigation structure:
● by hierarchy/org units● by role or job function ("lenses")
Dual Navigation
HR
Accounts
Library
Staff Students
Navigation by Role/Job Function
● Faculty○ Department chairs○ Tenure-track○ Adjunct Instructors
● Staff○ Administrative assistants○ Classified staff
● Students○ Junior, senior, etc.○ Student employees○ Students living in residence
Interactive, Dynamic Content
● discussion forum (integrated with email lists)● uwosh.meeting● jarn.xmpp.* collaborative editing and real
time chat● "to do" checklists, issue/request trackers● email notification on changes● enable commenting● project / group work spaces● social (follow someone / group / keyword)
User Customization
● flexibility for gaps in fixed navigation● pinning content● dashboard, group dashboards
○ need AJAX and more functionality from anz.dashboard, collective.idashboard, ftw.dashboard.* to get into Plone roadmap
Forms
At UW Oshkosh, online PloneFormGen forms address these issues:● forms are always current ● there is one consistent way to fill them out● can prefill names, email addresses, LDAP
directory data if login required
Workflow Applications
"Online forms plus backend multi-state business processes":● Save staff time, paper; accelerate business● Business process illumination
private pending publishedsubmit publish
Some Workflow Applications
● Office of International Education study abroad: saved half a staff person's time
● College of Business internship program● Add/drop card● Personnel transaction form● Travel expense form
Workflow App Design Tools
● plone.app.workflowmanager● uwosh.northstar● PloneFormGen● uwosh.pfg.d2c● dexterity● collective.pfg.dexterity
The Plone Workflow Manager
Walkthrough
● create workflow● create form● add save data to content adapter● apply workflow locally● create type● apply workflow through workflow manager
Create workflow
Create form
Apply local workflow policy
Create type
Assign workflow to type
● Placeful content types with uwosh.pfg.d2c● allow any user to create pseudo content type● Dexterity is full-fledged available anywhere
content types● fill dexterity content with ploneformgen
submission● generate product from TTW design
Other related cases to think about...
● more UI help for creating & adding a workflow policy "here" without having to bounce around Site Setup or ZMI
● adding metadata & indexes to portal_catalog● workflow queue management: alerts, manual
overrides, manager station
Future Directions
Killer Workflow Apps! Get Rich Quick With an
Intranet!vangheem@gmail.com
http://nathanvangheem.com
nguyen@uwosh.eduhttp://uwosh.edu/plone
http://ploneedu.org
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