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Nuxeo Platform’s Workflow Engine October 9, 2013 - Alain ESCAFFRE Thursday, October 17, 13

[Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

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In the past year, Nuxeo has greatly extended the feature set of its workflow engine to include sub-workflows, escalation, re-assignment, parallel tasks, configurable dashboards, and a new resolution screen. We will review what's been added with a complete example and also talk about the roadmap of the product.

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Page 1: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Nuxeo Platform’s Workflow Engine

October 9, 2013 - Alain ESCAFFREThursday, October 17, 13

Page 2: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Small Refresh

2

Thursday, October 17, 13

Page 3: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

The Workflow in a Nutshell

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‣ A graph-based workflow engine‣ Design in Studio 

‣ Deploy on Nuxeo Platform

‣ Plugged to the form engine

‣ Plugged to Automation

Thursday, October 17, 13

Page 4: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Main Use Cases

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‣ Simple to complex validation of documents, cases or media assets

‣ Signature workflow

‣ Form digitization

‣ Content-centric organizational processes

Section

Label

Label

ADD

OK

Thursday, October 17, 13

Page 5: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

A Dedicated UI

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Page 6: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

User Experience

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✓ A new dashboard

✓ Task resolution screen

✓ Multi-color graph

Thursday, October 17, 13

Page 7: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Features

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✓ Task re-assignment

✓ Task delegation

✓ Parallel review

✓ Automated reminders

✓ Multi-document workflows

✓ Multiple workflows on a document

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Page 8: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Boosting the Engine

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Page 9: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

New Nodes

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✓ Sub-workflow

✓ Multi-task nodes

✓ Exclusive node

➡ Enhancement of the expressiveness of the graph

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Page 10: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Escalation Rules

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‣ Useful for;• Task reminders: "Send an email

every two days"

• Forcing task resolution

• More advanced escalation (ex: as soon as 30 % of participants closed their task, go further)

➡ Evaluation of business rules during task execution

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Page 11: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Automation

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• Start, resume, cancel operations

• Start a workflow by passing values for the global variables

• Start a workflow from another one, bind workflows to UI, APIs, etc.

➡ Automated workflow management 

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Page 12: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Comments

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• Easy and standardized way of fetching the comment thanks to the “Task info”

• Drop it on the form as a field system

• Support multi-task node

• Logged on the documents

➡ Comments are part of the framework now

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Page 13: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Demo

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Page 14: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Demo

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• Demo is 100% configured with Nuxeo Studio (no Java development)

• On the theme of Insurance Claim Management

• With some great personas !!!!

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Page 15: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

A Wizard Solution!

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Page 16: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Implementing Wizards

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✓ Complex publishing use cases

✓ Complex content authoring

✓ Linked content

➡ Use the workflow to get a conditional form execution engine

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Page 17: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Roadmap

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Page 18: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Your Feedback Is Important

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✓ Documentation is complete

✓ Some tutorials are available

➡ Just try it !

JOIN

Thursday, October 17, 13

Page 19: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

Already in the Pipe

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✓  Workflow and Task REST endpoints

✓  Support for complex variables

✓ Improvements in graph generation

✓  Administration console

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Page 20: [Nuxeo World 2013] ADVANCED WORKFLOWS WITH CONTENT ROUTING - ALAIN ESCAFFRE

?#Nx

World1

3

QuestionsCredits: Mariana, Thibaud & Thibaut !

Thursday, October 17, 13