How to create?

When a user wants to create a process, user can create the process and the information to be used in the process as a single project. There are 2 ways to create your project.



  1. Create Blank Project - It creates only the project and process skeleton. The user can create additional information as and when needed.
  2. Create Project Wizard - Wizard based creation. It guides the user to create the project, the process and the information used in the process flow.


Create Project Wizard has 5 steps for creating the process.


  1. Project Name step. User can enter project name and description. Once user enters the value and click Next button, system will direct to the next step.



Property

Mandatory

Default

Description

Project Name

Y


Name of Project.

Project ID

Y

System generated.

ID of Project.

Description

N


Description of Project.


  1. Define Business Object step. User can create the input and output parameters of the process. After creating business object, user can click Next button to go to next step or click on Previous button to go to previous step.



  1. Create Work Party step. User can define the Work Party to be used in the process. This step has Add button to add a row of Work Party and Remove button to remove Work Party. After entering the value for Work Party, user can move to the next step.



Property

Mandatory

Default

Description

Work Party Name

Y


Name of Work Party.

Type

Y

User Role

Type of Work Party, there is only 1 types as of now: User Role.

Work Party Lead

N


Lead of Work Party.


  1. Create User/ Member step. User can create the members of Work Party. This step has Add button to add a row of member, Lookup existing member button can be used to select existing member from the system and Remove button to remove a member.



Property

Mandatory

Default

Description

Member ID

Y


ID of member.

Member Name

Y


Name of member.

Member Type

Y

USER

Type of member, there 2 types as following: USER and ROLE.

Work Party

Y


Work Party of member.


  1. Create Process step is last step for creating a project. This step has a What? property to create the Human Task in the flow, Who? property to select Work Party of that Human Task and a How? property to create description of that the Human Task. There is an Add button to add more Human Task to the process. After entering the values, user can click Finish button to start creating your process template diagram.



Property

Mandatory

Default

Description

Process Name

Y


Name of the process.

Process Type

Y

Private

Type of the process, there 2 types as following: Private and Shareable.

What?

N


Name of the Human Task.

Who?

N


Name of Work Party.

How?

N


Description of the Human Task.


The system will now display the Create Flow page for creating the Process Template Diagram.



Create Process Template Diagram Guideline

Process Template Diagram can be created by dragging each item and dropping to the diagram panel. User can double click on node task to configure the data needed for execution. Shown below is an example to create a sample flow.

       

  1. First, user must drag a Horizontal lane and drop to the diagram panel.



  1. To start the flow user must drag the Start event and End event. Now for our example we need the Exclusive gateway, Human task and Database task as well. Drag these node tasks to the diagram panel.  



  1. Now the user must create the links between the node tasks. Move the mouse over at the source node task, click on any one of the circle ports that are highlighted and drag the port to the target node task and create the links as given below in the process design.



  1. Double click on Database Tasks to change name to "Get User Information from DB" and "Save User Status to DB" as shown in the diagram below. Change name of Human Task to "Approve Inbox". Change name of Exclusive to be "Check Approve". User can double click on the link out of gateway to set the values. Double click on link out of Exclusive gateway and change name to "Approve".



Change the other lane to "Reject". For Gateways user can configure condition at the Gateway tab. To modify condition of link by using Formula Editor, click on the Condition button.



  1. Configure the business object on each the node task,
    • Double click on node task to show Configuration Panel and open the Business Object tab.
    • Click to check both Input and Output checkbox to set input parameter and out parameter of that node task.



    • Click Open Mapping Parameter button, the mapping parameter page is shown for mapping input parameter and output parameter of the process to the node task.



    • Click the line between Input box and Mapping box.
    • Click on the Object in Process Input Parameter on the left hand side and drag into the text containing in Activity Parameter on the right hand side.
    • Click Save button on the top right hand side and system will show a pop up to confirm saved status.



    • Click on line between Mapping box and Output box.
    • Click the text that containing in Activity Parameter on the left hand side and drag into the text in Process Input Parameter on the right hand side.
    • Click Save button on the top right hand side and system will show a pop up to confirm saved status. Click Close button to go back to diagram.



  1. Configure the Database Parameter for Database node.
    • Double on Database node task to show the Configuration Panel and open third tab. Note: Before doing this step user must set input and output parameter in step 5.
    • Enter the data regarding the database parameters. e.g. Enter Connection Type as "JNDI", JNDI Name is "java:/jdbc/pd", Command Type is "Select" and Command - "select username, cost, date, status from user".
    • If the business object is configured as per Step 5 in the Business Object tab, user can click Open Mapping Parameter button on Database Parameter tab and map parameter to the database query following the same step 5.



  1. Configure the Assignment Policy for Human Task.
    • Double click on Human task to show Configuration Panel and open Assignment Policy tab. Enter value of Setting is "Pull" and value of Work party Name is "Approve".





  1. Configured the value of Load Entity of the Human Task.
    • Double click  on node task to show Configuration Panel and open Load Entity tab. Enter value of Entity as "Application" (This is the name of the entity from App Designer that will be used as the UI for the user to work on, when the human task is assigned to a user). Enter value of Key and Value as "APPLICATION_ID" (Key of the entity from AD) and "${UserRequest.id}" (PD Business Object parameter) to map data from this process flow to entity which forms the UI.



  1. Finally, when each item on the process diagram is completely configured, user can save the process and deploy it to the destination environment to be integrated with other systems.