[webinar] introduction to workflow design for the nuxeo platform
DESCRIPTION
The Nuxeo Platform has an integrated workflow engine with a full-featured workflow designer to help you define custom workflows that model your business processes. This series of two webinars will give a complete functional overview of workflow design in the Nuxeo Platform. Join Alain Escaffre, Director of Product Management, for this live webinar with a demo and Q&A to find out how the workflow designer works. If you’d like to play first, you can download the Nuxeo Platform and register for a free 30-day trial of Nuxeo Studio. The second webinar will cover advanced workflow design techniques.TRANSCRIPT
Nuxeo Platform10,000 feet overview
Nuxeo Platform2
Case Management for Big Data
Digital Asset & Media Management
Content Platform for Business Services
Nuxeo Platform
3
Business Logic
Content Repository: Access Control, Rich Content Model, Audit, Query, File Storage
Data Presentation
Conversion KitWorkflow
Engine
Authentication & Identity
Management
Extensible Back Office
Optional add-ons, extensions, integrations, and feature sets (20+)
REST API
CMIS
Client SDKs: Java
JavaScript
Python iOS
Android
WebDAV
Nuxeo Drive (multi-device file sync)
Nuxeo
4
• Nuxeo supports customers in creating, building, maintaining, deploying and operating apps
• Nuxeo covers the full lifecycle of applications:
• Application Designer: Nuxeo Studio
• Development Environment: Nuxeo IDE (Eclipse), Maven Tooling
• Testing Toolset: Unit, Functional (Sl/WebDriver), Performance
• Deployment tools: Nuxeo Marketplace, Update Center
• Hosting : nuxeo.io
• We focus on the complete experience for our customers, not just the software you run
Agenda
5
• Functional tour
• Demo: Parallel review
• Demo of a contract validation
• Overview of key workflow features
• Learn the basics: Step-by-step implementation of a sample workflow.
6
• A graph-based workflow engine
• Design in Studio
• Deploy on Nuxeo Platform
• Plugged into the form engine
• Plugged into Automation
Main Use Cases
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• Simple to complex validation of documents, cases or media assets
• Signature workflow
• Form digitization
• Content-centric organizational processes
Section
Label
Label
ADD
OK
Functional Tour
8
Parallel Review
9
• For organizing reviews /validation of documents
• Allows multiple people to review at the same time
Key Features (1/2)
10
• The launcher widget
• The graph
• The task and the task form
• Task dashboard
• Notifications
• Traceability
Section
Label
Label
ADD
OK
Key features (2/2)
11
• Escalation
• Multi-task node
• Sub-workflow
• Reassignment
• Manual delegation
Nuxeo Studio
12
Nuxeo Studio for Configuration
13
• Document Types Configuration
• Form Management
• Browsing Logic and Application Views
• Automation: Business Logic
• and Workflow !
Nuxeo Studio Deployment Model
14
‣ No coding required
‣ Generates a bundle adapted to present and future versions of the Nuxeo Platform
Tour of the Workflow Feature
15
• Review all the tabs
• Review all the nodes
Learn The Basics
16
Our Scenario: Mission Order
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A purchase order is received, the document is assigned to the staffing committee who will either ask for more information or
assign to someone for fulfilling the mission.
Declare Users
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• In the Nuxeo Platform, we create
• John: a sales guy, who is in charge of a customer
• Jack: part of the staffing team
• Joe: accountancy department
• Bill: consultant
• A group: “staffing-group” who is in charge of all the staffing considerations. Jack and Joe are part of the staffing group.
Empty workflow
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• Create a workflow “staffing”. Make it do nothing.
One task assignment
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• Once John starts a staffing workflow, it creates a task for Joe who can only “approve”. This ends the workflow.
Assign to a group
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• Once John starts a staffing workflow, it creates a task for the group “staffing-group” who can only “approve”. The directive of the task is “Mission to Staff”. When clicking on “Approve”, it ends the workflow.
Understand buttons and transitions
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• The staffing group can either click on “assign” or on “ask for more information”.
• If the user clicks on “assign”, it assigns a task to Bill with the directive “New Mission”.
• If the user clicks “ask for more information”, it creates a task for John, the sales guy (using user:john). On that task John can only click on “Task completed” button, which recreates a task for staffing-group with directive “Mission to Staff” (so no new node is added here, we’re just pulling a transition on existing node.
Fetch user input
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• When a member of the staffing-group clicks on “Assign”, he should be able to add :
• A date of intervention
• Some more instructions for the consultant
• Number of days to spend on the mission
• This information should then be displayed to Bill on the task
Assign to a dynamic user
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• Let the staffing group decide the identity of the consultant
Leverage Automation
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• When the staffing group asks the sales guy for more information, a custom audit entry should be logged on the document: “Staffing refused”.