Process template Diagram and Guidelines

Process Template Diagram is used to draw and implement the business process based on simple drag and drop GUI. Process Template Diagram uses BPMN Notations to depict the business activities. This can help in interpretation and collaboration, either with an internal team or between business and technical users. The Process Template Diagram is divided into 3 panel as shown in picture below.

The details of each panel are described below.

Node task panel

This panel contains the process activity or node task notations. Each node task is suitable for a particular business objective. For example, Human node is suitable for task that is related to work party Assignments. The details of the node tasks are described in Activity Nodes section.

Diagram panel

This panel is used to draw the business process by dragging the notation from a node task panel and drop into diagram panel. Furthermore, on the diagram panel the user can also use the right click mouse button on any specific node to open node configuration, add boundary events or delete node as required.

The Action panel

This panel contains the command icons. Each icon has one command associated with it as given below.

Notation	Notation name	Action
	Undo	To undo the last action.
	Redo	To restore the previous action.
	Delete	To delete the selected object.
	Cut	To cut the selected object.
	Copy	To copy the selected object.
	Paste	To paste the object that is cut or copied.
	Zoom In	To increase the diagram size.
	Zoom Out	To decrease the diagram size.

Create Process Template Diagram Guideline

Process Template Diagram can be created by dragging each item from Node task panel to the diagram panel. User can double click on each 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.

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

Note: For more information on Horizontal Lane. Please refer section Pool/ Lane.

3. 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.

4. 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 the condition of link, click on the Condition button.

5. 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. Note: If Input and Output Parameters are same then system will automatically map from input to output. But user can change this mapping to suit his needs.

• 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.

Note: Again system will automatically map from input to output. But user can change this mapping to suit his needs.

• Click Done button on the top right hand side to save the changes and go back to the process diagram.

6. 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 "jdbc/application", Command Type is "Select" and Command

select leave_id, type, status, decision from erp_oneweb.hr_leave

If the business object is configured as per Step 5 in the BusinessObject tab, user can click Open Mapping Parameter button on Database Parameter tab and map parameter to the database query following the same step 5.

7. 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 "Approver".

8. 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 "Leave Form" (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 "LEAVE_ID" (Key of the entity from AD) and "${LeaveBO.leaveID}" (PD BusinessObject parameter) to map data from this process flow to entity which forms the UI.

9. Finally, when each item on the process diagram is completely configured, user can save the process, validate and deploy it to the target environment to be integrated with other systems. For more information on Save, Validate and Deploy please refer section Validate & Deploy