joget workflow training – basic & advance for v3.1 – module 11 – a revision - building a...
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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 Apps
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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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