Exploring process design perspective
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In the last section, we reviewed the process design implementation of the customer model. In this section, we will explore the process design perspective.

Process Design Perspective
"Insert Activity" icon can be used to insert a workflow activity or IF conditional flow or AND conditional flow or OR parallel flow.

"Delete Activity" icon is enabled only when an workflow activity is selected. This icon can be used to delete a selected activity.
"Change to IF". "Change to AND", "Change to OR" and "Go To" icons are enabled only when a workflow activity is selected.

These icons can be used to change the selected workflow activity to either an OR. AND or IF conditional flow. It can also be changed to "Go To" branching.
"Delete" branch can be used to delete redundant branches from OR and AND conditional flows. OR and AND conditional flows must have a minimum of two branches. IF conditional flow can have only two branches: one ApproveBranch (TRUE branch) and the other RejectBranch (FALSE branch).
Queue, Form and pre-actions can be configured using this option.

New queue for an activity can be created by selecting the activity and clicking on the "+" add queue button. The queue can be configured in the queue design perspective.

Click here to learn more.

Filter data option can be used to specify the page size for the queue list, specify the order in which the instances must be displayed and also to filter data based on any criteria.

The pre-actions can be configured for an activity. If such an action is configured, when a new instance is moved to this activity, the action gets executed automatically. This is very useful for sending notification mails and other similar tasks.

SLA option can be used to specify the service levels for an activity. For example, you can specify that an approval process must be completed within 8 hrs. If not done within 8 hrs, then an action can be configured to send a reminder mail to the approver or perform escalations by forwarding the approval work to the supervisor's queue.

Filter data option can be used to configure the criteria to restrict the data displayed in the queue.

Inserting an activity
By default, 
  • All models have a "Start" and "End" workflow activity.
  • The records in the "Start" workflow activity can be accessed by everyone.
  • The records in the "End" workflow activity cannot be accessed by anyone.
  • These workflow activities can be renamed, if required.
"Insert Activity" icon can be used to insert an activity next to the selected workflow activity.

Alternately, click on the line connector between start and end workflow activity to view the available activity. Point and click to add an activity from the list.
  What are the different activities that can be inserted?

  • Workflow (Manual tasks)
  • Branching (IF, AND, OR, GOTO)
  • Call action (Automated tasks)
How is the work forwarded to the next activity in the process?
  • In the case of a workflow activity i.e. manual tasks, forms and queues are assigned to the activity. These forms/queues are used by the participants to access the instances and perform the assigned work. Buttons are added on the forms to invoke actions that submit the work to the next activity. 
  • In the case of a call action activity i.e. automated tasks, the submit command is added as part of the command chain in the action to submit the work to the next activity. 
What are actions? What are the different commands that are available?

Click here to learn more.
  • In the case of branching activites such as IF, AND, and OR, the work is automatically forwarded to the next activity based on the routing logic.

Configuring an activity
Each activity has a default system generated name. The activity can be renamed by updating the desired name in the namebox.
Assign participants or user groups for a workflow activity using the formula bar. Abstracting participants into roles makes a workflow more robust.

To add participants, assign user.
To add user groups, assign role name.

How is a user group/role configured?

Click here to learn more.
The properties tab can be used to view the forms, queues and pre-action assigned to a workflow activity.

The properties tab must be used to update the action that must be invoked by the call action activity.

The preview tab can be used to navigate the workflow. Drag the highlighted box in the preview to navigate.
Use the preview option to view and print the workflow.
By default, only the instances belonging to the company of the logged-in user is displayed. If required, tenant option can be configured to display other instances as well.

  What's Next?

At this point, you've learned about establishing workflow for a business process, reviewed the workflow implementation of the customer model and explored the process design perspective. Now you are ready to implement the workflow for order process.