Joget Workflow v4 Training - Module 3 - Designing your First Process

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Joget Workflow v4 - Training

Joget Workflow v4

Designing your first Process

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Last Revised on March 2015Joget Inc Internal Use Only All Rights Reserved Joget Inc1Joget Inc Internal Use OnlyJoget Inc Internal Use OnlyPrerequisitesInstalled JogetUnderstand various components of JogetGeneral understanding of Joget as an end userJoget Inc Internal Use Only All Rights Reserved Joget IncContentBusiness Process Design (BPE)Designing your First Workflow with Workflow DesignerRunning your First Automated ProcessProcess MonitoringJoget Inc Internal Use Only All Rights Reserved Joget IncChapter 1Business Process Design (BPE)Joget Inc Internal Use Only All Rights Reserved Joget IncBusiness Process ManagementBPM is a management approach focused on aligning all aspects of an organization with the wants and needs of clients.

Wants and needs = business goals

BPM attempts to improve processes continuously.Joget Inc Internal Use Only All Rights Reserved Joget IncBusiness Process EngineeringIdentify a processIdentify start and end of the processIdentify process participantsIdentify as-is process activitiesIdentify business rulesIdentify areas for optimization: process activities and business rules that can be:ImprovedEliminatedDraw the improved / to-be process as flowchartJoget Inc Internal Use Only All Rights Reserved Joget IncIdentify a ProcessE.g. Leave Application ProcessJoget Inc Internal Use Only All Rights Reserved Joget IncStart and End of The ProcessStart:Applicant submits leave application formEnd:Applicant informed with the leave application resultJoget Inc Internal Use Only All Rights Reserved Joget IncProcess Participants Leave applicant

Leave approver

HR department

Joget Inc Internal Use Only All Rights Reserved Joget Inc Applicant submits leave application form to HOD

HOD checks applicants leave balance

HOD approves / rejects leave application

HOD informs applicant on the application status

HOD submits approved leave application to HR Department

As-Is Process Activities

Joget Inc Internal Use Only All Rights Reserved Joget IncBusiness RulesIf leave balance is sufficient:Approver processes leave approvalElse if leave balance is insufficient:Reject leave application

If leave application is approved:Submits the approved leave application to HR DepartmentInform applicant on the approved leaveElse if leave application is rejected:Inform applicant on the rejected leaveJoget Inc Internal Use Only All Rights Reserved Joget IncTo-Be Process ActivitiesAs-IsApplicant submits leave application form to HODHOD checks applicants leave balanceHOD informs applicant on insufficient leave balanceHOD approves / rejects leave applicationHOD informs applicant on the application statusHOD submits approved leave application to HR Department

To-BeApplicant submits leave application form to HODSystem checks applicants leave balanceSystem notifies applicant on insufficient leave balanceHOD approves / rejects leave applicationSystem notifies applicant and HR Department on the application status via emailimprovedJoget Inc Internal Use Only To-Be Leave Application Process

Joget Inc Internal Use Only All Rights Reserved Joget IncNow, Identify a Process, and Engineer It!

Joget Inc Internal Use Only All Rights Reserved Joget IncSample Process StatementJane needs to get some stationeries. The application that she submits will must be first approved by her immediate superior before being sent to the stationery disbursement department. The department will then notify Jane accordingly.Joget Inc Internal Use Only All Rights Reserved Joget IncHands-On: Business Process Engineering1. Process Name2. Start and End3. Participants4. As-Is Activities5. Business Rules6. Optimize7. To-Be ProcessJoget Inc Internal Use Only All Rights Reserved Joget IncChapter 1 ReviewGeneral understanding on how to best design a Process.With the finished process design, one may now implement it in Joget Workflow.Joget Inc Internal Use Only All Rights Reserved Joget IncChapter 2Designing your First Workflow with Workflow Designer

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Business Process AutomationBusiness Process DesignWorkflow DesignWorkflowJoget Inc Internal Use Only All Rights Reserved Joget Inc

Joget Inc Internal Use Only All Rights Reserved Joget Inc

Joget Inc Internal Use Only All Rights Reserved Joget IncCreate Your First App

Accepted Characters:a-z, A-Z, 0-9, _Design Apps -> Design New AppNaming convention:Use Camel Case for better legibility for App ID, Process ID, Activity IDJoget Inc Internal Use Only All Rights Reserved Joget IncCreate Your First AppLeave ApplicationLeave Approval ProcessApplicant submitsApprover approvesApplicant is notified of the application resultJoget Inc Internal Use Only All Rights Reserved Joget IncDesign your first Workflow Process

Launch Workflow DesignerJoget Inc Internal Use Only All Rights Reserved Joget IncDefining your Workflow Process

Rename Process ID and NameJoget Inc Internal Use Only All Rights Reserved Joget IncSmart Guide*

Double click for tipsCan only be deployed when theres no errorJoget Inc Internal Use Only All Rights Reserved Joget IncThe * about Smart GuideAdvises only on possible design errors.Will NOT advise on flawed business logic, design inefficiency.

Joget Inc Internal Use Only All Rights Reserved Joget IncMouse-Click InteractionsSingle-click to select an elementWhen an element is selected, single-click to insert the element into workspaceRight-click to reset the element selectionJoget Inc Internal Use Only All Rights Reserved Joget IncDefining Participants

Rename Participant ID and NameJoget Inc Internal Use Only All Rights Reserved Joget IncInsert Activities and Transitions

Joget Inc Internal Use Only All Rights Reserved Joget IncRename Activity ID and Name

Joget Inc Internal Use Only All Rights Reserved Joget IncCompleting the DesignInsert the rest of the activities

Joget Inc Internal Use Only All Rights Reserved Joget IncImplementing the Business RuleRoute: Diamond-shaped node Used to implement business rules

Joget Inc Internal Use Only All Rights Reserved Joget IncDefining the Transition Conditionstatus == Approved

Joget Inc Internal Use Only All Rights Reserved Joget IncAnything elseHandling the otherwise

Joget Inc Internal Use Only All Rights Reserved Joget IncIf and otherwiseDoes this resemble the typical programming if-else condition block?Is this the best design?Why not if-else if?Joget Inc Internal Use Only All Rights Reserved Joget IncDeclaring the Workflow VariableVariable used in the Workflow Process must be declared in the Processs properties.

Joget Inc Internal Use Only All Rights Reserved Joget IncProcesses designed are stored in XPDL format.XPDL

Joget Inc Internal Use Only All Rights Reserved Joget IncGood to knowExpressions in Condition are evaluated in Javascript.Workflow variable are stored as string.

Joget Inc Internal Use Only All Rights Reserved Joget IncAlso Good to knowCommon Javascript functions are accepted.E.g. status == "Approved" && parseInt(balance) > 0Make sure of debugger tool such as Firebug to test the expression before deploying.Joget Inc Internal Use Only

All Rights Reserved Joget IncDeploying your Process DesignOn the bottom left of the designer, click on Deploy to push your finished design back into your Joget App.Joget Inc Internal Use Only All Rights Reserved Joget IncChapter 2 ReviewCreate a new App.Design and deploy Process design into the App.Understand the naming convention.Define various kind of process design elements.Define workflow variable and condition.Deploying process design back to Joget.Joget Inc Internal Use Only All Rights Reserved Joget IncChapter 3Running Your First Automated ProcessJoget Inc Internal Use Only All Rights Reserved Joget IncVerify the Workflow ProcessRun through the Workflow Process to verify.

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Verify the Workflow ProcessComplete the Assignment to proceed.Activity name configured in Workflow Designer

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Accessing the AssignmentsApp Center -> Web Console > Run Apps -> Inbox

Set the status variable as ApprovedJoget Inc Internal Use Only All Rights Reserved Joget Inc

Determining the flow using routeManipulating the Workflow using Workflow Variable

Set the status variable as ApprovedJoget Inc Internal Use Only All Rights Reserved Joget IncCompleting the subsequent assignmentsVerify the flow and complete the flow.

Joget Inc Internal Use Only All Rights Reserved Joget IncExerciseRun the process again to test out the Rejected case scenario.Joget Inc Internal Use Only All Rights Reserved Joget IncGood to knowAt this point of time, the App is NOT published yet therefore end user would not be able to run it.Run Process available at the App Designers Processes tab is a convenient way for administrator to verify its design.Joget Inc Internal Use Only All Rights Reserved Joget IncChapter 3 ReviewEvaluate and verify the workflow process.Joget Inc Internal Use Only All Rights Reserved Joget IncChapter 4Process MonitoringJoget Inc Internal Use Only All Rights Reserved Joget IncMonitoring ProcessesAllows you to monitor the status of processes, both running and completed.Allows you to view an audit trail of workflow actionsCaptures process data to allow for the generation of reports.Joget Inc Internal Use Only All Rights Reserved