Joget Workflow Training – Basic & Advance for v3.1 – Module 5 – Creating your Forms using Form Builder

All Rights Reserved © Joget Inc

Joget Workflow v3

Training Programme:All That You Need To Know

http://facebook.com/jogetworkflowhttp://twitter.com/jogetworkflow

Last Revised on Oct 1, 2014 based on Joget 3.1Joget Inc Internal Use Only


Joget Workflow Training Programmes

All That You Need to Know: AutomatingYour Processes and Building ApplicationsAll That You Need to Know: AutomatingYour Processes and Building Applications

Developer: Extending and building plugins.Developer: Extending and building plugins.

Joget Inc Internal Use Only


Joget Workflow Training

• All That You Need to Know: Automating Your Processesand Building Applications

• Who is it for? Any business process owner

• Prerequisites:– Logical understanding on drawing a flowchart– No software development knowledge required



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



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



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 PermissionControl– Defining Process Participant Mapping on your Process– Enforcing Permission Control on your App



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 SupportTicketing System



Module 5

Creating your Forms usingForm Builder



Why Did We Run The Process withoutForm?• Verify that the workflow executes correctly according to

the intended design, before putting efforts into formdesign

• A convenient practice for Business Analyst to verify theworkflow with process owners



Map Activities to Form

• Click on “Add/Edit Form” on “Submit Leave” activity.



Create a New Form, for“Submit Leave Application” Activity

a-z, A-Z, 0-9, _a-z, A-Z, 0-9, _Numbered formname according to

process flow

Numbered formname according to

process flow

Table name withprefix

Table name withprefix

Assign a prefix forevery application



Form Builder

• Form elements.• Each element is a plugin• Extensible through Joget’s

plugin architecture• Drag-and-drop



Form Builder

Advanced method fordeveloper to edit theform design by changingits JSON definition



Form Builder

Form Name andTable Name can be edited in

“Properties”

Form Name andTable Name can be edited in

“Properties”



Edit Section

Leave ApplicationDetails



Insert Date Picker



Edit The First Date Picker

a-z, A-Z, 0-9, _a-z, A-Z, 0-9, _



Set The Date Picker as Mandatory Field



Complete the design of“Submit Leave Form”

Date PickerID: end_dateLabel: End Date

Text AreaID: reasonLabel: Reason

Text FieldID: nameLabel: Name



Complete The Design of “LeaveApplication Form”

Preview and Save



How the Form looks like whenyou launch “Run Process” now?



Create a New Form, for “Approve Leave”Activity• Click on “Add/Edit Form” on “Approve Leave” activity.



Using Sub Form

Approve Leave Form

Using “Leave Application Form” asSub Form



Using Sub Form



Using “Apply Leave Form” asSub Form



Using “Apply Leave Form” asSub Form



What About The Approval Status?

“Approved” or “Rejected”?



Insert Radio Button



Radio Button Options



Map The Selected Value to WorkflowVariable



Leave Approval Form



Continue with the Assignment



Exercise

Design Form for “Leave Approved”• Create a new Form named “3-Leave Approved Form”• Map the form it to “Leave Approved” activity.• Point it back to the same table used before.• In the form design, add a “Subform” and refer it to the “2-

Approve Leave Form”



Leave Approved Form



Complete the Process Cycle

• Go to “Inbox”.• Open “Leave Approved” assignment. Verify the form

created.• Complete the assignment.



Module 5 Review

We have learnt to:1. Create Form and assign it to Workflow Activity with basic

Form Elements.2. Understand the Subform concept.3. Map Form Field to Workflow Variable for routing

purpose.4. Verify Workflow Process with the Form attached.



Stay Connected with Joget Workflow

• www.joget.org• community.joget.org• twitter.com/jogetworkflow• facebook.com/jogetworkflow• youtube.com/jogetworkflow• slideshare.net/joget


Software

Joget Workflow Training – Basic & Advance for v3.1 – Module 5 – Creating your Forms using Form Builder