Workflow Automation Tutorials

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Workflow Automation Tutorials 

11 days ago

Tutorials

Published on March 25, 2015

We have a number of tutorials available to get you started with IBM Business Automation Workflow or the previous IBM BPM offering.

Hiring tutorial In this tutorial,

depending upon whether you have IBM BPM or IBM Business Automation workflow you use the tools in IBM® Process Designer or IBM Workflow Designer to re- create the Hiring Sample process application that is in IBM Process Center.

Interactive Installation and Configuration Guide Not specifically a tutorial, but this guide gets you all the info you need to get your on- premise installation of IBM BPM up and running.

Learn more:

A tutorial on decisions in process

applications: action rules and decision tables

Published on July 10, 2018

IBM Business Automation Workflow V18.0.0.1 offers decision tasks which can be implemented as action rules and decision tables. This scenario shows how to create and test action rules (Business Action Language (BAL)) and decision tables in a decision task. The scenario presents a sample business process that is used to correctly determine the value added tax (VAT) for different kinds of goods in different countries.

Before you begin

To perform this task you must be in the web based IBM Business Automation Workflow Process Designer.

About this task

We look at the following scenario, a company sells various types of goods. It is selling in various European countries. When such a company sends out an order, the bill needs to be aligned with local regulations, for example, it needs to contain the payable amount with tax, and without tax.

Depending on the country, the value added tax (VAT) depends on the type of the goods. In Germany, value added tax for books is just 7 percent, while for other goods it is 19%. Belgium, for example, has a VAT on food of 6% and 21% on everything else.

The company needs to compute the value added tax depending on the country and the product type.

There is already a process in place that computes the payable amount with and without tax. We add action rules for the different types of product and per country. Thereafter, we use a decision table for the same computation.

The process has a simple interface to take as input how many of an item were bought to which price per item. The country of the purchase is set via a dropdown list.

The first screen shot below shows the used variables, the second screen shot shows the process itself. The system service “Compute VAT” either uses action rules or a decision table to compute the VAT. MyComputeVAT is built to gain experience in constructing action rules and decision tables. Later compare MyComputeVAT with the original Compute VAT.

Import the Pricing – Start.twx file which you can download here.

  1. Open the IBM Business Automation Workflow Process Center.

  2. On the right hand side click on Import Process App.

  3. Select the Pricing – Start.twx file and Open.

  4. In the Import Process App window click on Import. The Pricing process opens in the designer view.

Procedure

To add a decision service to a process, complete these steps:

  1. Open the web based IBM Business Automation Workflow Process Designer.

  2. From the left hand navigator choose Services, click on the + sign,

    choose Service flow, give it a name like “MyComputeVAT” and click Finish. A diagram with connected start and end nodes is shown.

  3. The right hand navigator shows different options. Click on the down arrow of the top rectangle to see the choices for tasks and click and hold on Decision to drag a decision task between the start and end node.

  4. Click on the decision and give it the name Action Rules.

  5. Wire the start node to the decision task and from there to the end node.

    • Click on the existing connection and then press delete. Then wire from the Start node to Action Rules and from there to End.

  6. Define the input and output variables of the decision task

    • Click on Variables and then the + sign for Input to add an input variable.

    • Give it the name product and choose as Variable type Product(predefined type).

    • Add another input variable and name it country of type String.

    • Add an output variable and give it the name taxrate of type Decimal.

    • Press CTRL-s to save your work.

  7. Define the decision task

    • Click on Decisions at the top and then on Action Rules in the left hand navigator. The decision action rule editor opens and shows an if

      <condition> then <action> rule and a message that the rule is incomplete.

    • Click on <condition> and a box with choices opens, choose country, press the spacebar and then CTRL-spacebar; another choice box opens, choose is <an object >. CTRL-spacebar again and choose <string>, enter Germany between the quotes.

      Add a space after the last quote and press CTRL-spacebar again and choose and <condition>. Again add a space and press CTRL- spacebar and choose any of the following conditions is true :.

      Press CTRL-spacebar again and choose -<condition>. Press CTRL- spacebar again and choose the type of <a product>, CTRL- spacebar choose product, CTRL-spacebar choose is <an

      object>, CTRL-spacebar choose BOOK.

    • Now add a second condition where the type of product is FOOD.

    • Click on <action> and choose set <variable>, choose taxrate, next choose

      to <variable value> and finally choose <number> and set it to 7.

    • Press CTRL-s to save your work.

The choice of the product type works because the type ProductType has already been defined as a Simple type of type Selection when the Pricing – Start.twx file was imported.

So far we have achieved that there is a rule that determines the VAT correctly when books or food is bought. In order to set the VAT to 19% in all other cases we need an additional rule:

if country is “Germany” and none of the following conditions are true :

  • the type of product is BOOK

  • the type of product is FOOD then set taxrate to 19 ;

An additional action rule can be added by clicking on the Add action rule rule icon, the top icon on the right hand side of the existing action rule. Use the up and down arrows to determine the order in which the rules are checked. Use the description above to create the additional action rule for all the cases where neither book nor food is bought. Press CTRL-s to save your work.

Your MyComputeVAT action rules decision should look as follows:

For countries like Sweden which have three different VAT rates, for books (6%), food (12%), and everything else (25%) three action rules are needed.

Decision tables offer a different way to model these rules which is explored now. Add another decision to the existing service flow.

  1. If not still open, navigate to the MyComputeVAT service flow where we added the decision that was modeled as action rules. Click on Diagram at the top to open the flow editor.

  2. Add a second decision onto the canvas by dragging a decision task from the right hand navigator onto it. Give it the name Decision Table. Wire it to the end node. Your service now looks as follows:

  3. Click on Decision Table and then on Open Decision in the Implementation tab at the bottom of the page. The decision editor opens with an empty if-then rule.

  4. Click on the X on the right hand navigator to delete that rule.

  5. Mouse over the icons at the top on the right hand side and click on add a decision table. A table with two columns opens, a condition column, C0, and an action column, A0.

  6. Right click on the C0 and choose Insert column -> Condition after. A second condition column, C2, is shown. Rename the columns as follows

    1. Double click on the label C0 and enter the text Country.

    2. Double click on the label C2 and enter the text Product type.

    3. Double click on the label A0 and enter the text Value-added tax rate (%).

  7. Next the values that can occur in a column need to be defined.

    1. Right click on the column label of the first column “Country”,

      choose Define column. The Define Condition Column editor opens, click in the white space and hit CTRL-spacebar. A box opens with the available options. Choose the variable country press CTRL- spacebaragain and choose is <an object>:. Click on Define at the bottom of the editor window, the column content is now defined.

    2. Right click on the label of the second column “Product type”.

      Choose Define column. In the open editor window click on the white space and then hit CTRL-spacebar. From the options choose the type of

      <a product>. Click on

      <a product> and choose the variable product. Add a space and

      hit CTRL-spacebar again and choose is <an object>. Then click on <an object> and choose <a product type>. When you are done click

      on Define at the bottom of the editor window and the column is defined.

    3. Right click on the label of the action column and choose Define column. Define the column as “set taxrate to <a number>”. Click Define at the bottom of the editor and then CTRL-s to save your work.

  8. The tax rate per object type and country can now be defined.

    1. Click and hold the first cell in the Country column and move the mouse down such that you mark the first three rows of the Countrycolumn.

    2. Right click the marked rows and choose Group from the options.

    3. Double click the first cell of the Country column and enter Germany. Click anywhere outside the cells. All cells now have the same value.

    4. Double click into the first cell in the Product type column and choose Book from the drop down menu.

    5. Double click into the first cell of the Value-added tax rate (%) column and enter the number 7.

    6. In the second row Germany is already entered, so add the values, FOOD, and 7 into the respective columns.

    7. In the third row right click in the second cell and choose Set to Otherwise from the options menu.

    8. In the cell of the third row for the Value-added tax rate (%) enter 19.

    9. Press CTRL-s to save your work.

You can check the rules for every row of the table by hovering the mouse over the row number. It is very easy to add new countries and their rules for the tax rate depending on different product types.

Your MyComputeVAT decision table should look as follows:

Run your implementation

In the process designer navigate to the Processes on the left hand side and click on Print Bill.

In the Definition tab of the process click on the Compute VAT system service. In the properties section at the bottom click on the Implementation tab and select as implementation the MyComputeVAT service. The resulting VAT is the input to

the ShowBill human service that computes the prices with and without tax via a script and then displays them to the user.

As the readily made process Pricing – Start.twx was imported with the Compute VAT which has just been replaced with the MyComputeVAT service the data mapping has to be adjusted.

  1. In the properties section at the bottom click on Data Mapping.

    1. To the right of the empty boxes click on the Variable Picker and map product to product, country to country, and taxrate to vat.

    2. Click CTRL-s to save your choices.

In order to try out the implementation navigate to the processes on the left hand navigator of the Web Process Designer and click on the Print Bill process. At the top of the page there is a small arrow in a circle pointing to the right that shows Run when the mouse is hovering over it. Click it to run your process.

  1. On the right hand side new elements open, Details, Tasks, Locations, Data. Details and Locations are already expanded. The process shows a token at the position of the Purchase an item task.

  2. In the locations area on the right hand side click on the start arrow for the Purchase an item task.

  3. The input window opens and you can enter your information. When done click the ok button at the bottom of the page. Remember that from the offered countries you can only choose Germany as there are no rules for the other countries (yet).

  4. The input window shows the message “The service has finished”. Close that window.

  5. The process now shows a token at the Show Bill position. Sometimes it shows a token at the MyComputeVAT node. If that happens, click on the start arrow on the right hand side in the locations area and the token will move further on to

    the Show Bill task.

  6. In the locations area on the right hand side click on the start arrow for the Show Bill task.

  7. The Show Bill window opens and shows the appropriate prices with and without VAT.

  8. Click the ok button at the bottom of the window and then close the window to finish the process.

Go to the Services tab on the left hand navigator again and click on MyComputeVAT. Click on Diagram and change the endpoint of the arrow from Start to Decision

Table instead of to Action Rules, save your change and run the process again.

When you are done with testing your decisions you can try out the original Compute VAT Service. It contains more countries and rules for adding VAT onto different goods. In order to try out more countries than the four offered in the drop down box you will have to add them to the drop down box as shown in this screen shot.

  1. In the left hand navigator click on User Interface and then on Enter order UI. Click on the Coaches tab at the top and then on Coach at the left.

  2. Click on Country and in the properties section at the bottom on Configuration.

  3. From the three elements Behavior, Items, and Appearance, click on Items. Scroll down a bit and click on the twisty left of Static list.

  4. The list of elements that are shown in the drop down box is shown and you can add more countries right there. When done save your work by pressing CTRL- s and continue with your tests.

Decisions can also be used to model the conditions of an exclusive gateway which determine the subsequent path through a process or service flow (see also using a decision service in an exclusive gateway). The use of decisions for modeling the conditions for an inclusive gateway is restricted to process flows.

Depending on the task it may be easier to use action rules or decision tables. Offering both allows for maximum flexibility. Furthermore, you can export the decisions as a project file for use in IBM Operational Decision Manager (ODM)(see importing a project).

Hiring Tutorial

Published on March 9, 2016

In this tutorial, you use the tools in IBM® Process Designer to re-create the Hiring Sample process application that is in IBM Process Center.

The Hiring Sample process application that you create using the tutorial is similar to the Hiring Sample process application that is already in Process Center. Most of the differences are minor, but there are some important differences:

Hiring tutorial: Create the process application

Published on March 11, 2016

Hiring tutorial > Model the process

To contain the Standard HR Open New Position process, you create the process application. The process application is stored in the Process Center repository, which you can access from Process Designer.

This lesson uses the following concepts:

Concept

Description

process application

A container in the Process Center repository that stores process models and supporting implementations. A process application typically includes processes, the services that implement activities and

Concept

Description

integrate with other systems, and other items required to run the processes. Each process application can include one or more tracks.

Process Center

A central repository for all project assets that are created in Process Designer. When multiple Process Designer clients connect to Process Center, users can share items, such as processes and services. Users can also see changes that other users make as they happen.

Process Designer

An authoring tool that you use to model and implement your business processes and demonstrate a process design and flow during development.

Procedure

  1. Using the Process Center URL, open the Process Center. The Process Apps page displays the list of process applications that are available in Process Center. The Hiring Sample (HSS) process application is the one that is shipped with the product. You are creating your own process application for this tutorial.

  2. Click the Create New Process App link on the right panel of Process Center. Enter the following information:

    • Process App Name: My Hiring Sample

    • Acronym: MHS

    • Description: Contains the process for filling a position.


  3. Click Create. The process application is now in your list of process apps.

  4. To open the My Hiring Sample process application, click Open in Designer. A Process Designer page opens, displaying the Process App Settings.

The highlighted blue area in the library shows the process application that you are editing. Notice that this page gives you the opportunity to edit the process application settings, such as the name, acronym, and description. For now, leave the settings as they are and continue modeling the process.

Summary

In this lesson, you learned how to create a process application. In the next lesson, you create a process.

Hiring Tutorial: Create the process

Published on March 11, 2016

In this lesson, you create a process for the Standard HR Open New Position process. After you name the process, you model it by defining lanes and teams and then adding flow objects such as activities, events, and gateways.

This lesson uses the following concept:

Concept

Description

Process

A reusable process diagram or model that defines what is common to all runtime instances of that process model.


Procedure

  1. Make sure that the My Hiring Sample (MHS) process application is open in the Process Designer.

  2. In the library, click the plus sign next to Processes and select Process.

  3. Type Standard HR Open New Position and click Finish. The process is created and the process diagram opens showing the following modeling constructs:

    This image shows the initial Process Designer interface when you create a process. Descriptions are provided in the table that follows the image.

    1. Main toolbar – Provides access to Designer, Inspector, and Process Center. The main toolbar is also where you go to save all open editors, take a snapshot, and view web help.

    2. Library – Provides access to the library items for the current process application.

    3. Main canvas – The area in which you can graphically model your process and the other artifacts that you create in the process application. Each process automatically includes a start event and an end event. Two default lanes are included for team and system tasks.

    4. Palette – Provides elements that you can use to model your process.

    5. Properties – Provides the properties of any element that you select in the main canvas.

  4. Open the Overview page, add a description. Click Select for Expose to start and then select All Users.

  5. Save your changes. If you open the process app settings, the process is now listed as an exposed item.

Summary

In this lesson, you learned how to create a process

In the next lesson, you model the process by adding activities and events.

Hiring tutorial: Add activities and events

Published on March 11, 2016

In this lesson, you add activities and events to the lanes in the Standard HR Open New Position process to establish the correct process flow.

When you add activities and events, follow these guidelines:

  • Ensure that activities represent logical units of work that are assigned to a participant of a process.

  • Create multiple concurrent workflow steps that are assigned to one responsible role into one activity or task.

  • Use verb-noun statements to label activities, such as “Submit position request”.

  • Apply a top-down, left-to-right flow to your process so that it is easier to read.

This lesson uses the following concepts:

Concept

Description

event

Controls flow objects for a process model. An event is something that occurs during a process.

start event

Triggers the initiation of the process through

a manual or automatic input. There are four types of start events:

none, message, ECM content, and document. In a process, a none start event is created automatically and only one instance is allowed in the model.

To start a process when an external signal is received, add a message start event to the process.

end event

Occurs in a process when a final decision from

all activities or a partial set of activities is reached. There are four types of end events: none, message, error, and terminate. You can have multiple standard end events.

activity

A single work task that a participant, whether

the participant is a person or a system, accomplishes from beginning

to end during a process. There are many types of activities: For example, user task, system task, script, and decision task.

user task

An activity is implemented as a user task when

a user or human starts or completes the activity. For example, the Submit position request activity is a user task.

system task

An activity is implemented as a system task

when an automated system or service completes an activity. For example, the Notify hiring manager activity is a system task.

Concept

Description

script task

An activity that uses JavaScript to access and manipulate data.

decision task

An activity with a decision or condition in

a business rule to determine which process implementation is started.

Procedure

  1. Make sure that the Standard HR Open New Position process is open and the Definition tab is selected.

  2. An Inline User Task is created when you create the process. Select this task and delete it.

  3. Click the Team lane and, in the Properties tab, change the name to Hiring Manager.

  4. Set the Color property to Green.

  5. Drag a User Task activity from the palette into the Hiring Manager lane. Double click the activity and type Submit position request.

  6. Change the color of the activity to Blue and click Edit under Documentation to add a description of the activity.

  7. Add the remaining lanes and activities using the information in the following table:

    Lane

    Activities and color

    Events

    Name: Hiring Manager Color: Green

    Name: Submit position request Type: User Task

    Color: Blue

    Start

    Name: General Manager Type: User Task

    Color: Blue

    Name: Review new position request Color: Purple

    Name: Human Resources Type: User Task

    Color: Default

    Name: Find position candidates Type: User Task

    Color: Yellow

    Name: System Color: Purple

    Name: Notify hiring manager Type: User Task

    Color: Orange

    End

    Note: While you should add a description to each element in your process app to help users understand it, the tutorial will skip adding them for brevity.

  8. Select the Notify hiring manager activity and then in the properties, click Implementation. For the activity type, select Script.

  9. Move the End event to the right of the Notify hiring manager activity. Your diagram matches the following image:

  10. Save your work.

Summary

You added activities and events to the Standard HR Open New Position process. In the next lesson, you model teams.

Hiring Tutorial: Model teams

Published on March 11, 2016

In this lesson, you model the teams that participate in the Standard HR Open New Position process. Teams that are assigned to activities and lanes determine which users can work on tasks in Process Portal. If a team is assigned to a lane, members of that team can work on all the tasks that are part of that lane.

Based on the process requirements, you must create a team for each of the identified user roles: hiring manager, general manager, and human resources manager. To model the teams, you add lanes and assign teams to the process. Each lane contains the activities that the associated team or system completes. You also define the teams by specifying the cost per hour, members, and managers.

When you create a process, Process Designer generates two lanes: Team and System. For the Standard HR Open New Position process, you must have the following lanes and teams:

Lane

Team title

Hiring Manager

HiringManagers

General Manager

GeneralManagers

Human Resources

Human Resources

System

System

The system lane contains the activities that IBM® Business Process Manager completes.

This lesson uses the following concepts:

Concept

Description

lanes

Provide context for a process model. Each lane

contains a series of activities that are assigned to a specific team or system.

teams

Contain the members who complete the runtime activities that are modeled in each lane.

members

User groups or individual users that are part of a team.

managers

The team whose members can use the Team Performance dashboard in Process Portal to

manage this team and its tasks.

Procedure

  1. Make sure that the Standard HR Open New Position process is open and the Definition tab is selected.

  2. Click the Human Resources lane.

  3. Create the Human Resources Managers team:

    1. In the Behavior section of the team properties, for Default Lane Teamclick New.

    2. Type Human Resources for the name and click Finish.

    3. In the Members section, click the add icon for User Groups and then select tw_allusers.

      Note: The group tw_allusers is created automatically when you install IBM Business Process Manager. All registered users are part of tw_allusers.


    4. In the Managers section, click Select and select Managers of All Users.

    5. Click Finish Editing.

  4. To return to the Standard HR Open New Position process, click Human Resources and then select the process from the list.

    The list contains the artifacts that you have opened to view or edit.

    You are now back in the main canvas of the Standard HR Open New Position process.

  5. Add the remaining teams using the information in the following table:

Lane

Team

Members

Managers

Human Resources

Human Resources

tw_allusers

Managers of All Users

General Manager

GeneralManagers

tw_allusers

Managers of All Users

Hiring Manager

HiringManagers

tw_allusers

Managers of All Users

Summary

You defined the teams and assigned them to lanes.

In the next lesson, you use sequence flows to connect the activities and events to establish the process flow.

Hiring tutorial: Add sequence flows

Published on March 11, 2016

In this lesson, you use sequence flows to connect the activities and events to establish the process flow in the Standard HR Open New Position process. At this stage of the process model, you are setting the expected flow of the process from the start to the end events. Later in the tutorial, you will create conditional paths

Note: If more than one sequence flow leaves the same flow object, the first one that you add is the default sequence flow. Subsequent sequence flows that originate from the same object are followed only under certain conditions. For an example, see the sequence flows that originate from the Submit job requisition activity.

Typically, you add process flow controls, which are known as gateways, when there is more than one flow out of an activity. In this lesson, you sequence only the activities and events. In the next lesson, you add the gateways.

This lesson introduces the following concepts:

Concept

Description

normal sequence flow

A plain arrow that indicates that the process progresses to the next step in the process as soon as the first step is completed.

Concept

Description

default sequence flow

A plain arrow with a back slash at the beginning of the flow line. A default sequence flow is required and is automatically created when there is a conditional sequence flow. The default sequence flow indicates a processing path to follow when none of the conditions on the conditional sequence flows are true. The default sequence flow ensures that there is at least one processing path (the default path) for the business process to follow.

Procedure

  1. Make sure that the Standard HR Open New Position process is open and the Definition tab is selected.

  2. In the process diagram, move your mouse to the Start event. The event displays its connection points.

  3. Hover over a selection point to display a sequence flow arrow. Drag the arrow to the Submit position request activity. When the activity displays its selection points, drag the sequence flow onto one of them.

  4. Connect the Submit position request activity to the Find position candidates activity and then connect the Submit position request activity to the Review new position request activity.

    Notice that the flow line that goes to the Find position candidates activity is marked as the default flow line.

    • If more than one sequence flow leaves the same flow object, the first one that you add is the default sequence flow.

    • If your sequence is incorrect and you have the wrong default line, delete all the sequence flow lines from the activity and redo them.

  5. Connect the Find position candidates activity to the End event.

  6. Connect the Review new position request activity to the Find position candidates activity and to the Notify hiring manager activity.

  7. Connect the Notify hiring manager activity to the End event.

  8. Save your work.

Summary

You established the process flow in the Standard HR Open New Position process. In the next lesson, you add gateways to model points in the process execution.

Hiring tutorial: Add event gateways

Published on March 11, 2016

In this lesson, you create two event gateways to model points in the Standard HR Open New Position process execution.

In the previous lesson, you added a sequence flow line for each potential path from an activity. Now you add gateways to control the divergence and convergence of the sequence flow lines and to determine the branching of the paths that the process can take.

An event gateway represents a branching point in a process where only one of several flows can be followed, depending on the events that occur. For the Standard HR Open New Position process, you need the following gateways:

  • New position?: If the position request is to fill an existing position, the request goes directly from the hiring manager to HR. If the request is to fill a new position, the requisition goes to the general manager (GM) for approval.

  • GM approved?: The GM evaluates the request for a new position and either approves or rejects it. If the GM approves the new position, the request goes to human resources, who can then search for position candidates. If the GM rejects the new position request, the hiring manager is notified and the process ends.

This lesson uses the following concept:

Concept

Description

gateway

Controls the flow of a process, such as the divergence and convergence of sequence lines, determining, branching,

and merging the flows that a process can take. There are two gateway

modes: split and join. A gateway can split an incoming flow into multiple outgoing flows, or it can join incoming flows into one outgoing flow. There are two types of gateways: exclusive and parallel. This tutorial uses exclusive gateways.

Procedure

  1. Make sure that the Standard HR Open New Position process is open and the Definition tab is selected.

  2. Drag a gateway from the palette to the right of the Submit position

    request activity on the process diagram. In the General properties, rename it to New position?.

  3. In the General properties, verify that Exclusive Gateway is the gateway type.


    Tip: You can drag any activity or event to move it around in the diagram.

  4. Connect the New position? gateway:

    1. Click the sequence flow between the Submit position request and

      the Find position candidates activities and press the Delete key (or right- click and select Delete).

    2. Delete the sequence flow between the Submit position request and Review new position request activities.

    3. Connect the Submit position request activity to the New position?gateway.

    4. Connect the New position? gateway to the top of the Find position candidates activity and then to the top of the Review new position request activity.


  5. Name the sequence flow lines:

    1. Click the sequence flow between the New position? gateway and the Find position candidates activity.

    2. In the Properties tab, type No approval needed –> proceed to HR as the name.

    3. Click the sequence flow between New position? and Review new position request.

    4. In the Properties tab, type Yes – GM approval required as the name.

  6. Drag a gateway from the palette to the right of the Review new position request activity on the process diagram. Type GM approved? in the text box that displays over the gateway.

  7. Connect the GM approved? gateway:

    1. Delete the sequence flow between the Review new position requestand the Find position candidates activities.

    2. Delete the sequence flow between the Review new position requestand Notify hiring manager activities.

    3. Connect the Review new position request activity to the GM approved? gateway.

    4. Connect the GM approved? gateway to the Notify hiring manageractivity and the Find position candidates activity.

    5. Name the sequence flow lines to Rejected and Approved –> proceed to HR. Your process model matches the following image:

  8. Save your work.

Summary

You added event gateways to the Standard HR Open New Position process. In the next lesson, you add a timer intermediate event.

Hiring tutorial: Add a timer intermediate event

Published on March 11, 2016

In this lesson, you model an escalation path with an attached timer intermediate event to satisfy process requirements for the Standard HR Open New Position process.

Based on the process requirements, the General Manager (GM) evaluates the submitted job requisition and either approves it or rejects it. If the job requisition is not handled by the due date, the timer intermediate event is triggered and the system sends an escalation notice to the GM.

In this lesson, you add the timer intermediate event, and in the Implement the process module, you implement the timer intermediate event.

This lesson uses the following concepts:

Concept

Description

Intermediate event

Occurs between a start event and end event in the process. There are three types of intermediate events: timer, message, and error. Use the intermediate event to indicate a point in a service when you want Process Designer to capture the run time data for reporting purposes. Intermediate events can be in a sequence flow or attached to the boundary of an activity.

Message (receiving) event

Used to model a message that is received while a process is running.

Message (sending) event

Used to model a message that is sent while a process is running.

ECM Content event

Used to model an ECM Content message that is received.

Timer intermediate event

Use a timer intermediate event to specify a time before or after an activity occurs. Timer intermediate events, which you use to model escalation paths or delays in the process, can occur either between activities or attached to an activity.

Error boundary event

Used to identify exceptions that occur while an activity runs and handle those exceptions by using an error handler activity, subprocess, or flow.


Procedure

  1. Make sure that the Standard HR Open New Position process is open and the Definition tab is selected.

  2. Drag a Timer intermediate event from the palette onto the lower-left boundary of the Review new position request activity and type Overdue approval as the

    name.

  3. In the Properties tab, click Implementation. In the Boundary Event Typesection, clear Interrupt activity. Keep Repeatable selected.

    Note:

    • If the Interrupt activity is selected, the attached activity is closed when the timer event is triggered. For this tutorial, you clear Interrupt activity because the GM completes the activity upon receiving the escalation notice.

    • If Repeatable is not selected, the escalation notice is sent only once. When the timer is set to repeatable, an escalation notice is sent each time that the specified interval elapses until the activity is completed.

      You set the other properties during implementation.

  4. Add the Send escalation activity:

    • Drag a System Task activity from the palette to the System lane to the left of the Notify hiring manager activity.

    • Name the activity Send escalation notice.

    • Connect the Overdue approval timer intermediate event to the Send escalation notice activity.

  5. Name the sequence flow line:

    1. Click the sequence flow between the Overdue approval timer intermediate event and Send escalation notice activity.

    2. In the General properties, type Missed due date as the name and select Name visible box.

    3. In the Type section, for Connection type select Exception Path.

  6. Add an End to end the exception path. Drag an End event from the palette onto the canvas to the right of Send escalation notice and change its name to End escalation and its event type to None.

  7. Connect the Send escalation notice activity to the End escalation event. Tip: You can complete the escalation path by building an underlying service to implement the Send escalation notice activity. Typically, this activity is implemented as a send and chase design pattern that is modeled in a separate process.

    Your diagram looks like the following image:


  8. Save your work.

Summary

You added an attached timer event to the Standard HR Open New Position process.

In the next lesson, you create process variables.

Hiring tutorial: Create process variables

Published on March 11, 2016

In this lesson, you create the process variables to implement the gateway logic.

The process uses private variables because these variables are used only by this process and possibly passed to linked processes. When you implement the process, you associate these variables with business objects that you will create.

When you create variables, follow these guidelines:

  • Create variable names that begin with a lowercase letter.

  • Capitalize the first letter of a variable type.

  • If the variable name is only one word, spell that word in all lowercase letters.

  • If the variable name consists of more than one word, capitalize the first letter of each subsequent word.

  • Remember that variable names are case sensitive.

This lesson uses the following concepts:

Concept

Description

variables

Data that provides the business context to a

running process. Using variables, the business process passes data from one step to another. Private, input, and output are kinds of variables.

private variables

Values that the current process or service requires.

input variables

Values that pass into the current process or service.

output variables

Values that are passed from a process to a parent process or service.

Procedure

  1. Click the Variables tab in the main canvas of the Standard HR Open New Position process.

  2. For a private variable, click its Add button and in the Details section that opens, type currentPosition for the name.

  3. In the same way, add the requisition private variable. As a placeholder for now, leave their types as String. You will update the types after you have created the appropriate business objects. Your private variables match the following image:

  4. Save your work.

  5. Click the Definition tab in the main canvas of the Standard HR Open New Position process to return to the model.

Summary

You added process variables to the Standard HR Open New Position process. In the next lesson, you conduct Playback Zero.

Hiring tutorial: Conduct Playback Zero

Published on March 11, 2016

In this lesson, you learn about playbacks, conduct Playback Zero by reviewing the process model with the stakeholders and taking a snapshot of the process.

During a playback for business stakeholders, users, and development, the process model is examined at a designated development phase to establish process goals, achieve consensus, collaboratively improve the process model, and, ultimately, approve the process model. By using playbacks, you can develop a process application iteratively.

Playback Zero is an important milestone in a Business Process Manager project- development lifecycle because it is during Playback Zero that a business process is identified and analyzed as a good candidate for a business process management project. During Playback Zero, the business process is defined, modeled, refined, and reviewed through discussion, discovery, and process analysis.

After you complete a playback, take a snapshot of the process. Snapshots record the state of library items in a process application at a specific time. You can use a snapshot to return to a previous state in the project; therefore, take snapshots often. You can also compare two snapshots to identify changes. When you finish your project, you create a final snapshot that you deploy.

This lesson introduces the following concepts:

Concept

Description

Playback

The act of demonstrating or running a process.

A development team can use the Inspector in Process Designer to demonstrate the current process design and implementation in playback sessions. Playback sessions help capture important information from different stakeholders in a process, such as management, users, and business analysts.

Snapshot

Records of the state of library items in a process application or track of a process at a specific time. You can create snapshots in the Process Center console or in the Process Designer. You install, export, and archive snapshots in the Process Center console.

Procedure

  1. Make sure that the Standard HR Open New Position process is open and the Definition tab is selected.

  2. Review the process model by checking that your process model matches the following image:

  3. Step through the process to simulate a playback, explaining your process model to a colleague.

  4. Add new process requirements to the Standard HR Open New Position process. For this tutorial, no additional requirements go into the process. The process model is now ready for implementation.

  5. Create a snapshot of your process application:

    1. Click the icon in the main toolbar.

    2. Select Create a new snapshot.

    3. Type Playback Zero as the snapshot name.

    4. For the description, type This is a snapshot of the process application up to Playback zero.

    5. Click Finish.

You can view the snapshot by opening Process Center and selecting the process application.

Summary

You reviewed the process model with playback zero and took a snapshot of the process application.

In the next module, you implement the process.

Hiring tutorial: Implement the process

Published on March 11, 2016

In this module, you implement the Standard HR Open New Position process that was validated in Playback Zero.

After you complete the lessons in this module, you will understand the concepts and know how to do the following tasks:

  • Create business objects .

  • Implement timer intermediate events.

  • Implement gateways.

  • Conduct Playback One.

    Learn more:

  • Hiring tutorial: Conduct Playback One

  • Hiring tutorial: Create business objects

  • Hiring tutorial: Implement gateways

  • Hiring tutorial: Implement the timer intermediate event

    Hiring tutorial: Create business objects

    Published on March 11, 2016

    In this lesson, you create custom business objects to organize your process-specific data for the Standard HR Open New Position process.

    Business objects represent the business data that is relevant to the process. For each business object, you define parameters to specify the data structure. A parameter is assigned a variable type that can be a simple type or a business object. When you create the user interface, you bind elements of the user interface to the parameters of these business objects.

    When you create business objects, follow these guidelines

  • Start business object names with an uppercase letter.

  • If the name of the business object consists of more than one word, capitalize the first letter of each word, for example NewPerson.

  • Remember that the names of business objects are case sensitive.

  • Add documentation details to business objects and parameters to clarify their use to other users. These details display in the context-sensitive help windows when someone selects the business objects for use with variables.

This lesson uses the following concepts:

Concept

Description

business objects

A variable that represents business data that is relevant in the context of a process.


Procedure

  1. Create a Person business object:

    1. In the library, hover over Data and then click the icon. Select Business Object.

    2. Type Person for the business object name and click Finish.

    3. In the Parameters section, click the add button.

    4. Type lastName for the parameter name and keep the variable type as String.

    5. Use the following table to create the parameters for the business object:

      Parameter

      Variable Type

      lastName

      String

      firstName

      String

      supervisor

      String

      startDate

      Date

      Tip: To change the variable type, click Select next to Variable Type to select the Date variable type.

      payLevel

      String

      payType

      String

      notes

      String

    6. Save your work.

  2. Create a Position business object. Use the following table to create the parameters for the business object:

    The tutorial uses this variable to store the position types that that the hiring manager can select in the coach.

    Parameter

    Variable Type

    positionType

    String

    positionTypeList

    String (List)

    Tip: Select the List check box.

    replacement

    Person

    Tip: Click Select for the Variable Type and then click Personfrom the list. This is the business object that you created in the previous step.

    jobTitle

    String

    iId

    String

    Save your work.

  3. Create the Requisition business object. Use the following table to create the parameters for the business object:

    Parameter

    Variable Type

    reqNum

    String

    requester

    String

    empType

    String

    empTypeList

    String (List)

    empNum

    Integer

    approvalNeeded

    Boolean

    date

    Date

    department

    String

    departmentList

    String (List)

    location

    String

    locationList

    String (List)

    gmApproval

    Boolean

    gmComments

    String

    instanceId

    String

  4. Save your work.

  5. Open the Standard HR Open New Position process. When you modeled the process, you created variables to model the decision gateway logic and left their

    types as String. Now, change the type of these variables to the types of the business objects that you created.

    1. In the main canvas of the Standard HR Open New Position process, click the Variables tab.

    2. Select the currentPosition private variable and then change its variable type from String to Position.

    3. Enable Has default. The properties now have default values.


    4. Change the variable type of the requisition private variable from String to Requisition.

    5. Enable Has default.

    6. Save your work.

    7. Click the Definition tab to return to the Standard HR Open New Position process diagram.

Summary

You created business objects and then updated the process variables to used these business objects as their type.

In the next lesson, you implement the timer intermediate event.

Hiring tutorial: Implement the timer intermediate event

Published on March 11, 2016

In this lesson, you implement the timer intermediate event that you modeled in the Standard HR Open New Position process.

When you implement the timer intermediate event that you attached to the boundary of the Approve or reject requisition activity, you can set the following details:

  1. Trigger on – Specifies when the timer intermediate event starts.

  2. Before or After difference – Specifies the amount of time that is allowed to pass after the due date before the timer is activated.

Procedure

  1. Make sure that the Standard HR Open New Position process is open and the Definition tab is selected.

  2. Click the timer intermediate event that is attached to the Review position request activity.

  3. Open the Implementation properties.

  4. In the Event Properties section, specify the following values:

    • Trigger on – After due date. This selection causes the event to trigger after the due date for the activity.

    • Before or after difference – 1 and Days. This selection causes the event to trigger one day after the due date.

      Note: When you select to run the timer event repeatedly, make sure that you set the Before or after difference to at least 1 minute. When the timer is set to Repeatable and the before or after interval is 0, it causes high CPU load because the escalation notices are sent continuously, without an interval, until the activity completes.

  5. Save your work.

Summary

You implemented the timer intermediate event that was modeled in the Standard HR Open New Position process.

In the next lesson, you implement the gateways.

Hiring tutorial: Implement gateways

Published on March 11, 2016

In this lesson, you implement the exclusive gateways, new position and GM approved, that you modeled in the Standard HR Open New Position process. When you specify the implementation for a gateway, you define conditions that control whether a path is followed during the running process.

Procedure

  1. Make sure that the Standard HR Open New Position process is open and the Definition tab is selected.

  2. Implement the New position gateway:

    1. Click the New position gateway.

    2. Open the Implementation properties for the gateway. The implementation provides a number path expressions that are checked in order from top to bottom. The last path is the default path, which the flow takes if none of the expressions apply. In this tutorial, the default flow is No approval needed — > proceed to HR.

    3. Build the expression for the Yes – GM approval required path. For the first field, click the Select a variable icon.

    4. In the window, expand currentPosition and select positionType.

    5. In the next field that contains the expression type, change its value to ==.

    6. In the last field, type “New”.

      Note: You must include quotation marks because the positionType variable is a string.

      The implementation matches the following image:

  3. Save your work.

  4. Implement the GM approved gateway:

    Click the GM approved gateway and open the Implementation properties for the gateway.

    Create the expression for the Approved –> proceed to HR path:

    Field

    Value

    First

    tw.local.requisition.gmApproval

    Expression type

    ==

    Last

    true

  5. The implementation matches the following image:

  6. Save your work.

Summary

You implemented the gateways that were modeled in the Standard HR Open New Position process.

In the next lesson, you conduct Playback One.

Hiring tutorial: Conduct Playback One

Published on March 11, 2016

In this lesson, you conduct Playback One by validating the different paths in the process and taking a snapshot of the process.

In Playback One, you validate the process as it is defined in Playback Zero and demonstrate changes to the business stakeholders, users, and development. During

this playback, you uncover errors in the process flow or in the logic that is used to evaluate the data.

In this lesson, you validate the following paths in the Inspector:

  • The hiring manager submits a job requisition to fill a new position.

  • After the job is submitted, the job requisition is routed to the general manager (GM) for approval.

  • The GM does not complete the task on time.

  • The GM approves the requisition and it is routed to HR.

  • The hiring manager submits a requisition to fill an existing position.

  • After the job is submitted, the requisition is routed to HR. This lesson introduces the following concepts:

Concept

Description

Inspector

A tool in Process Designer that is integral to an iterative approach to process development. Using the Inspector, developers can run processes and services on the Process Center server or remote runtime process servers. You can also step through and debug a process instance in the Inspector.

process instance

A specific instance of a process. For example, when you run a

process, Business Process Manager creates a default name for the process instance. This name is visible to business users in Process Portal, allowing them to distinguish between different instances of a process as they complete their work.

task

A step or activity in a process.

token

A marker that progresses through a process instance and indicates which element is running. A process instance can generate several tokens. A token can take only one path. In the Inspector,

a balloon indicates a token.

snapshot

A record of the state of library items in a process application or track at a specific point in time. You can

create snapshots in the Process Center console or in the Process Designer. You install, export, and archive snapshots by using the Process Center console.

Start the process instance

  1. Make sure that the Standard HR Open New Position process is open on the Definition page.

  2. To run an instance of the process, click the icon. The Inspector opens. It shows the process with a token at the submit position request activity. The instance details panel displays information about the running instance the tasks created by the instance, the current location of the token, the process data, and a set of controls to control the process flow.

Test the path for filling a new position

You are now ready to test the path in which the user chooses to fill a new position, which requires GM approval.

  1. To run the path, you must enter data.

    1. Expand the Data section and expand the currentPosition variable.

    2. For positionType parameter, enter the value “New”, including the quotation marks.

    3. Similarly, expand the requisition variable and set gmApproval to true.

      Note: You could start the process with a script activity in the System lane to initialize your data. Because this sample does not have a script yet, you enter mock data to run Playback One and validate the process flow.

  2. Expand the Tasks section and click the Submit position request task. A sample coach opens.

  3. In the sample coach, click Done and close the coach window.

  4. Return to the process instance diagram. The token has moved from the submit position request activity to the find position candidates activity. This routing occurred because of the parameter you set in step 1. The Taskssection now contains the find position candidates task in addition to the submit position request task.

  5. Skip the find position candidates task to complete the process.

    1. In the Tasks section, click Find position candidates to open the task details.

      You can now see the details of the Find position candidates task.

    2. In the toolbar at the top of the section, click Skip .

    3. Click Return to process instance at the top of the Inspector.

      In the details section of the Standard HR Open New Position process, notice that the status is Completed. Click the process definition, and notice that the token is gone.

  6. Take a snapshot of the process application by clicking the icon in the main toolbar.

  7. Name the snapshot Playback One.

  8. For the description, type This is a snapshot of the process application up to Playback One.

  9. Click Finish.

The process runs through the expected path. Now that you tested one path in the Inspector, you can test the other paths.

Test the other paths

You are now ready to test the path in which the GM rejects the new position request and the path in which the user chooses to fill an existing position, which does not require GM approval.

  • Test the path in which the GM rejects the new position request. Open the requisition variable and set gmApproval to “Rejected”.

  • Test the path in which the user requests for an existing position. Open the currentPosition variable, set the default value of positionType to “Existing”.

  • Test the path in which the GM does not reject or approve the new position request by the due date. Use to make the request expire.

    Run and test all the scenarios that you modeled in the process to ensure that all the flow paths are correct. You can determine the test scenarios from the number of decision gateways, events, and timers that are unique to a specific flow.

    Summary

    You validated the paths of the process and the decision gateways with Playback One. You also took a snapshot of the process application.

    In the next module, you create the user interface.

    Hiring Tutorial: Create the user interface

    Published on March 11, 2016

    In this module, you create the user interface that the hiring manager and the general manager (GM) use to interact with the process.

    A user interface is a set of coaches in one or more human services.

    Learning objectives

    After you complete the lessons in this module, you will know how to do the following tasks:

  • Plan the user interface

  • Create the coach view for the position request data

  • Create the coach view for the position data

  • Create the coach view for person data

  • Create the Create Position Request CSHS client-side human service

  • Create the coaches for the Create Position Request CSHS client-side human service

  • Complete the flow for the Create Position Request CSHS human service

  • Create the GM Approval CSHS client-side human service

  • Conduct playback two

    Learn more:

  • Hiring tutorial: Complete the flow for the Create Position Request CSHS human service

  • Hiring tutorial: Conduct Playback Two

  • Hiring tutorial: Create the coach view for person data

  • Hiring tutorial: Create the coach view for position data

  • Hiring tutorial: Create the coach view for the position request data

  • Hiring tutorial: Create the coaches for the Create Position Request CSHS client- side human service

  • Hiring tutorial: Create the Create Position Request CSHS client-side human service

  • Hiring tutorial: Create the GM Approval CSHS client-side human service

  • Hiring Tutorial: Plan the user interface

    Hiring Tutorial: Plan the user interface

    Published on March 11, 2016

    Hiring tutorial > Create the user interface >

    In this lesson, you use the process requirements to determine the user interface elements that you need to create and which ones you can reuse.

    At the beginning of the tutorial, you reviewed the process requirements. In this lesson, you use the process requirements to plan your user interface pages.

    In the process requirements, the hiring manager must prepare a position request. In the first page of the request, the hiring manager enters information that is common to both a new and existing position. This data includes information about the requisition and the position that must be filled including its qualifications.

    The hiring manager then goes to the next page of the job requisition. If the job requisition is for a new position, the hiring manager does not need to enter further data. This page contains the same data as the first page, but it is read only so that the hiring manager can review it before submitting the request. If the data is incorrect, the hiring manager goes to the previous page to correct the data and submit the request again.

    If the position request is for an existing position, the hiring manager confirms only the position data and enters the data of the person who currently holds the position.

    The general manager (GM) reviews the request if it is for a new position. All of the request information is read only. The GM must approve or reject the request. The GM

    can also add comments.

    Now that you have the pages planned, you can examine them to determine whether you can reuse parts of the user interface, such as certain business objects. The following list describes what you can reuse:

  • In the requirements, the position type (new or existing) and position title are on every page. This information is the position data part of the request. The Position business object contains the information for this part of the user interface.

  • The remaining requisition information displays only when a job requisition is created or when the hiring manager or GM reviews a new position request. This information is the job requisition data part of the job requisition. The Requisition business object contains the information for this part of the user interface.

  • For existing positions, the hiring manager also enters data about the person. This information is the person data part of the request. The Person business object contains the information for this part of the user interface.

Summary

You analyzed the process requirements to identify the parts of the user interface. You also identified the elements that can be reused.

In the next lesson, you create the coach views for the position request data.

Hiring tutorial: Create the coach view for the position request data

Published on March 13, 2016

Hiring tutorial > Create the user interface >

In this lesson, you create the coach view that displays the position request data, such as the hiring manager, the department, and the starting date.

About this task

This lesson uses the following concepts:

Concept

Description

coach view

A reusable piece of user interface that users

use to interact with a business object or service. Coach views can contain other coach views to build a user interface.

control

A coach view that is provided in the responsive

coaches toolkit. Controls include basic user interface artifacts, such as buttons and text fields.

This lesson describes how to create the Requisition CV coach view. The Requisition CV coach view consists of a panel that provides the title for the form. Inside the panel, there are controls stacked vertically.

Procedure

  1. Make sure that the My Hiring Sample process application is open in Process Designer.

  2. In the library, click the plus sign next to User Interface and select Coach View.

  3. Type Requisition CV as the name and click Finish. You can now edit the coach view that you created.

  4. Bind the coach view to the Requisition business object by creating

    a Requisition variable and assigning the Requisition business object as its type:

    1. Select the Variables tab.

    2. Click the plus sign next to Business Data.

    3. Type Requisition as the name.

    4. For the variable type, click Select and then select the Requisitionbusiness object.

    5. Click the Layout tab and then, from the palette, add a panel to the layout canvas and change the label to Request data.

    6. In the Configuration properties, under Appearance, set Color style to Primary. Your diagram matches the following image:

    7. Drop the following controls onto the Drop additional content here area of the requisition data panel.

      1. Single select

      2. Single select

      3. Text

      4. Integer

    8. Edit the properties of the first single select control:

      1. In the General properties, change the label of the control to Employment type.

      2. Click Select for the binding. From the list, expand the Requisitionvariable and then select EmpType.

      3. In the Configuration properties, under Items, set the item lookup mode to Items from Service.

      4. For List items service, click New to create a new service that will populate the selection list.

      5. In the dialog that prompts you to create a service flow, enter the name PopulateEmploymentTypeList and click Finish. The service flow editor opens.

      6. Click the Script Task. In the Properties, under Script, enter this code: tw.local.results = new tw.object.listOf.String();

        tw.local.results[0] = “Full-time”; tw.local.results[1] = “Part-time”; tw.local.results[2] = “Contract”; tw.local.results.listAddSelected(0);

        1. Switch to the Overview tab. Under Ajax Access, select Allow calls from all users.

             

        2. Switch to the Requisition CV coach view’s layout. Click the Employment Type control and expand the Items list.

        3. In the Visibility properties, set the visibility to Required.

        Notice that the Employment Type control now has an asterisk.

    9. Edit the properties of the second single select control.

      Property

      Value

      General > Label

      Department

      General > Binding

      Requisition.department

      Configuration > Items > Item lookup mode > Items From Service

      populateDepartmentList

      Service Flow > Service Task > Script

      tw.local.results = new tw.object.listOf.String(); tw.local.results[0] = “Finance”; tw.local.results[1] = “Marketing”; tw.local.results[2] = “Product Development”;

      tw.local.results[3] = “Human Resources”; tw.local.results[4] = “Sales”; tw.local.results[5] = “Customer Service”; tw.local.results[6] = “Business Partner Service”;

      tw.local.results[7] = “Business Strategies”;

      tw.local.results[8] = “Software Engineering”; tw.local.results.listAddSelected(0);

      Service Flow > Overview > Ajax Access

      Allow calls from all users.

      Visibility > Visibility

      Required

    10. Edit the properties of the text control:

      Property

      Value

      General > Label

      Hiring manager

      General > Binding

      Requisition.requester

      Configuration > Behavior > Placeholder text

      Enter name

    11. Edit the properties of the integer control:

      Property

      Value

      General > Label

      Number of employees

      General > Binding

      Requisition.empNum

      Your diagram matches the following image:

    12. Save your work.

Summary

You created the Requisition CV coach view.

In the next lesson, you create the coach view for position data.

Hiring tutorial: Create the coach view for position data

Published on March 13, 2016

Hiring tutorial > Create the user interface >

In this lesson, you create the coach view that displays position data, such as the position type and title.

This lesson is similar to the previous lesson. It provides the information you need to construct the coach view but does not provide the detailed steps. For detailed steps, see Create the coach view for the position request data.

Procedure

  1. Create a coach view and name it Position CV.

  2. Bind the coach view to business data:

    1. Select the Variables tab.

    2. Add the Position variable as the business data variable and set its type to the Positionbusiness object.

    3. Add a configuration option and rename it to Requisition. Set its type to Requisition.

      The variables of the position CV coach view

    4. Click the Layout tab and then, from the palette, add a Panel to the layout canvas and rename it to Position data.

    5. Drop the following controls onto the Drop additional content here area of the position data section.

      1. Single select

      2. Single select

      3. Text

      4. Date Time Picker

    6. Edit the properties of the first single select control.

      Property

      Value

      General > Label

      Position type

      Property

      Value

      General > Binding

      Position.positionType

      Configuration > Items > Item lookup mode

      Items From Service

      Configuration > Items > List items service

      Populate PositionTypeList

      Visibility > Visibility

      Required

    7. Edit the Populate PositionTypeList service flow

      Property

      Value

      populatePositionTypeList > Script

      tw.local.results = new tw.object.listOf.String(); tw.local.results[0] = "New"; tw.local.results[1] = "Existing"; tw.local.results.listAddSelected(0);

      populatePositionTypeList > Overview > Ajax Access

      Allow calls from all users.

    8. Edit the properties of the second single select control.

      Property

      Value

      General > Label

      Location

      General > Binding

      Requisition.location

      Note: This is the configuration option that you created earlier to have access to the requisition data.

      Configuration > Items > Item lookup mode

      Items From Service

      Property

      Value

      Configuration > Items > List items service

      Populate LocationList

      Visibility > Visibility

      Required

    9. Edit the Populate LocationList service flow

      Property

      Value

      populateLocationList > Script

      tw.local.results = new tw.object.listOf.String(); tw.local.results[0] = "Atlanta"; tw.local.results[1] = "Boston"; tw.local.results[2] = "Chicago"; tw.local.results[3] = "Cincinati"; tw.local.results[4] = "Dallas"; tw.local.results[5] = "Denver"; tw.local.results[6] = "Des Moines"; tw.local.results.listAddSelected(2);

      populateLocationList > Overview > Ajax Access

      Allow calls from all users.

    10. Edit the properties of the text control: General > Label

      Property

      Value

      Title

      General > Bindin

      Position.jobTitle

    11. Edit the properties of the date time picker control:

      Property

      Value

      General > Label

      Starting date

      Property

      Value

      General > Binding

      Requisition.date

      Visibility > Visibility

      Required

    12. Your diagram matches the following image:

      Layout of the Position CV coach view
    13. Save your work.

Summary

You created the Position CV coach view.

In the next lesson, you create the coach view for person data.

Hiring tutorial: Create the coach view for person data

Published on March 13, 2016

Hiring tutorial > Create the user interface >

In this lesson, you create the coach view that displays person data, such as name and pay level.

This lesson is similar to the previous lesson. It provides the information you need to construct the coach view but does not provide the detailed steps. For detailed steps, see Create the coach view for position request data.

Procedure

  1. Create a coach view and name it Person CV.

  2. Bind the view to business data:

    1. Select the Variables tab.

    2. Add the Person variable as the business data variable and set its type to the Personbusiness object.

    3. Click the Layout tab and then, from the palette, add a panel to the layout canvas and rename it to Person data.

    4. Drop the following controls onto the Drop additional content here area of the Person datasection.

      1. Text control

      2. Text control

      3. Text control

      4. Text Area control

      5. Edit the properties of the first text control:

        Property

        Value

        General > Label

        Given name

        General > Binding

        Person.firstName

      6. Edit the properties of the second text control:

        Property

        Value

        General > Label

        Family name

        General > Binding

        Person.lastName

      7. Edit the properties of the third text control:

        Property

        Value

        General > Label

        Manager

        General > Binding

        Person.supervisor

      8. Edit the properties of the text area control:

        Property

        Value

        General > Label

        Comments

        General > Binding

        Person.notes

      9. Save your work.

Summary

You created the Person CV coach view.

In the next lesson, you create the Create Position Request CSHS human service.

Hiring tutorial: Create the Create Position Request CSHS client-side human service

Published on March 14, 2016

Hiring tutorial > Create the user interface >

In this lesson, you create the client-side human service that contains the user interface that the hiring manager uses to create and submit the position request.

This lesson uses the following concepts:

Concept

Description

human service

A service flow that provides user interfaces for managing process and case work in web-based applications.

client-side human service

A human service that runs in the web browser and can call the server to obtain data. You use a client-side human service to implement an interactive task, a dashboard, or a user interface for a case or process instance that users can use to manage cases or processes in an application.

Procedure

  1. Create the client-side human service for the Submit position request activity:

    1. Make sure that the My Hiring Sample process application is open in Process Designer.

    2. In the Standard HR Open New Position process, select the Submit position request activity. In the Properties, select

      the Implementation tab.

    3. Create the client-side human service by clicking New in the Implementation section.

      Implementation section with the New button highlighted

      The client-side human service that you create replaces the default human service.

    4. Type Create Position Request CSHS and click Finish. The Create Position Request CSHS human service opens. In the Variables page, the private variables of the process are automatically added as input and output variables for the human service.

  2. Add elements to the client-side human service diagram to create its flow:

    1. Select the Diagram tab.

    2. To create a script to initialize the variables that the human service uses, drag a client-side script item from the palette onto the diagram.

    3. Rename the server script to Initialize output.

    4. Select the script item and then add the following code to its Script properties:

      tw.local.requisition = {};

      tw.local.requisition.date = new Date(new Date().getTime() + 1000*60*60*24*7);

      tw.local.currentPosition = {}; tw.local.currentPosition.replacement = {}; tw.local.requisition.reqNum = "1141"; tw.local.requisition.requester = "Tom Miller"; tw.local.requisition.department = "Finance"; tw.local.requisition.approvalNeeded = false; tw.local.requisition.location = "Chicago"; tw.local.requisition.empType = "Full-time"; tw.local.currentPosition.jobTitle = ""; tw.local.currentPosition.replacement.lastName = "Smith"; tw.local.currentPosition.replacement.firstName = "Bob"; tw.local.currentPosition.replacement.supervisor = "Ann Fisher"; tw.local.currentPosition.replacement.payLevel = "8"; tw.local.currentPosition.replacement.payType = "Exempt"; tw.local.currentPosition.positionType = "New"; tw.local.currentPosition.replacement.notes = "";

      /* Populate lists for selection*/ tw.local.requisition.empTypeList = []; tw.local.requisition.empTypeList[0] = "Full-time"; tw.local.requisition.empTypeList[1] = "Part-time"; tw.local.requisition.empTypeList[2] = "Contract"; tw.local.requisition.departmentList = []; tw.local.requisition.departmentList[0] = "Finance"; tw.local.requisition.departmentList[1] = "Marketing";

      tw.local.requisition.departmentList[2] = "Product Development"; tw.local.requisition.departmentList[3] = "Human Resources"; tw.local.requisition.departmentList[4] = "Sales"; tw.local.requisition.departmentList[5] = "Customer Service"; tw.local.requisition.departmentList[6] = "Business Partner Service"; tw.local.requisition.departmentList[7] = "Business Strategies"; tw.local.requisition.departmentList[8] = "Software Engineering"; tw.local.requisition.locationList = []; tw.local.requisition.locationList[0] = "Atlanta"; tw.local.requisition.locationList[1] = "Boston"; tw.local.requisition.locationList[2] = "Chicago"; tw.local.currentPosition.positionTypeList = []; tw.local.currentPosition.positionTypeList[0] = "New"; tw.local.currentPosition.positionTypeList[1] = "Existing";

      When you run the sample, the fields in the requisition form contain this data.

      The script selected and showing the Javascript in its Script properties

      Tip: If you see warnings, check for typos in the business object parameters.

    5. Rename the coach, which is included in the diagram by default, to Create position request. Add two more coaches and rename them:

      • Specify existing position

      • Confirm position details

    6. Add a decision gateway to the diagram.

    7. Rename the decision to Position type?. The implementation for the decision does not contain any paths. The Process Designer adds these paths when you connect the decision to other nodes in the diagram.

  3. Create the flow for the human service:

    1. Select the flow line between the Start event and the Create position request coach. A blue dot displays at the end of the arrow head. Drag this blue dot onto a connection point on the Initialize output script. The

      connection points display when pointer hovers over the script.

      The script selected and showing the JavaScript in its Script properties

    2. In the Initialize output script, hover over a selection point to display a sequence flow arrow. Drag the arrow to the Create position

      request coach. When the coach displays its selection points, drag the sequence flow onto one of them.

    3. Select the flow that exits the Create position request coach and change it to connect to the Position type decision. This connection has an OK label.

    4. Connect the top selection point of the Position type decision to

      the Specify existing position coach. Although you can use any selection point, use the top selection point for a tidier diagram.

    5. Connect the bottom selection point of the Position type decision to

      the Confirm position details coach. Having different selection points for the two paths makes it easier to see the two flows in the diagram.

    6. Connect the Specify existing position coach to the Confirm position details coach.

    7. Connect the Confirm position details coach to the End event.