In this section we will learn how to create a process from scratch. From version 4.0.19.10 and higher user can create an Application only from AppSpace. User can then create a Process inside the Application. Once the process is created, AppSpace will redirect you to Process Designer to design the process.
In this section we will show how to Create the App and create a process in the App and also how to deploy this process to a real environment.
User can still choose to create an application directly within Process Designer. This feature may be deprecated in future. There are 2 ways to create your application within Process Designer.
Create Blank Application - It creates only the application and process skeleton. The user can create additional information as and when needed.
Create Application Wizard - This is a wizard-based creation. It guides the user to create the application, the process and the information used in the process flow.
Create Application Wizard has 5 steps for creating the process.
Application Name step. User can enter application name and description. Once user enters the value and click Next button, system will direct to the next step.
Property
Mandatory
Default
Description
Application Name
Y
Name of Application.
Application ID
Y
System generated.
ID of Application.
Description
N
Description of Application.
Define Business Object step. User can create the input and output parameters of the process.
User can add further details to the BO by clicking on the Add Parameter icon on the BO and add the parameters inside the BO.
After creating business object, user can click Next button to go to next step or click on Previous button to go to previous step.
NOTE: At any step during the wizard, user can click on the Save Wizard button at the top to save the steps and come back to create the rest of the steps later by clicking on View All Wizard menu.
Create Work Party step. User can define the Work Party to be used in the process. This step has Add button to add a row of Work Party and Remove button to remove Work Party. After entering the value for Work Party, user can move to the next step.
Property
Mandatory
Default
Description
Work Party Name
Y
Name of Work Party.
Type
Y
User Role
Type of Work Party, there is only 1 type as of now: User Role.
Work Party Lead
N
Lead of Work Party.
Create User/ Member step. User can create the members of Work Party. This step has Add button to add a row of member, Lookup existing member button can be used to select existing member from the system and Remove button to remove a member.
Property
Mandatory
Default
Description
Member ID
Y
ID of member.
Member Name
Y
Name of member.
Member Type
Y
USER
Type of member, there 2 types as following: USER and ROLE.
Work Party
Y
Work Party of member.
Create Process step is last step for creating an application. This step has an Activity property to create the Human Task in the flow, Work party Responsible property to select Work Party of that Human Task and a Description property to create description of that the Human Task. There is an Add button to add more Human Task to the process. After entering the values, user can click Finish button to start creating your process template diagram.
Property
Mandatory
Default
Description
Process Name
Y
Name of the process.
Process Type
Y
Private
Type of the process, there 2 types as following: Private and Shareable.
Activity
N
Name of the Human Task.
Wok party Responsible
N
Name of Work Party.
Description
N
Description of the Human Task.
The system will now display the Create Flow page for creating the Process Template Diagram. The system will automatically generate a process stub depending on the information in the Create Process step. User can also choose not to give the Activity, Work party Responsible and Description information in the Process step and start with an empty process diagram.
User can choose from an existing BO in the system by clicking on Add existing business object icon or user can create a new BO by clicking on the Add parameter icon . Enter the details for the new BO on the Parameter dialog
As mentioned above, Create Blank Project can be used to create only project Skeleton. User should take this approach to create and build process flow when either Business objects or Work parties are not yet defined or stated. This approach may also be used when user wants to begin with only process flow diagram and have yet to decide to add other important process components.
Note: Create Blank Project is a not a step by step guide for user to create a Business Process. User can build partial process components with Create Blank Project. So, it is always a good practice for new users to use "Create Project Wizard" to create your business processes, if user already has all 3 important components - Business Object (BO), Work parties/User Roles and Process diagram.
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.
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
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
To create an application on AppSpace first login to AppSpace and click on the Create new app button.
When creating an application, user can create it as a Web Application or a Mobile App. Choose the right platform for your application and enter the details.
Click on Start Develop button to start creating components in your application. System will redirect user to the components page.
Click on Create Process icon.
On the Create Process dialog, enter the process details. User can click on Create button to simply create an empty process and can choose to start designing later. Alternately, user can click on Start Design button to create the process and to start designing now itself.
If user clicks on the Start Design button, system will create process and redirect user to the Page Designer. The system will now display the Create Flow page for creating the Process Template Diagram.
If the user can is creating an application for the first time, the user will be redirected to a wizard.
Define Business Object step. User can create the input and output parameters of the process.
User can add further details to the BO by clicking on the Add Parameter icon on the BO and add the parameters inside the BO.
After creating business object, user can click Next button to go to next step or click on Previous button to go to previous step.
NOTE: At any step during the wizard, user can click on the Save Wizard button at the top to save the steps and come back to create the rest of the steps later by clicking on View All Wizard menu.
Create Work Party step. User can define the Work Party to be used in the process. This step has Add button to add a row of Work Party and Remove button to remove Work Party. After entering the value for Work Party, user can move to the next step.
Property
Mandatory
Default
Description
Work Party Name
Y
Name of Work Party.
Type
Y
User Role
Type of Work Party, there is only 1 type as of now: User Role.
Work Party Lead
N
Lead of Work Party.
Create User/ Member step. User can create the members of Work Party. This step has Add button to add a row of member, Lookup existing member button can be used to select existing member from the system and Remove button to remove a member.
Property
Mandatory
Default
Description
Member ID
Y
ID of member.
Member Name
Y
Name of member.
Member Type
Y
USER
Type of member, there 2 types as following: USER and ROLE.
Work Party
Y
Work Party of member.
Create Process step is last step for creating an application. The system will now display the Create Flow page for creating the Process Template Diagram.
If user chooses to click on Create. System will create the process and display the list of components to the user. User can later click on the edit icon to start working on the process.
User can choose from an existing BO in the system by clicking on Add existing business object icon or user can create a new BO by clicking on the Add parameter icon . Enter the details for the new BO on the Parameter dialog