joget workflow training – basic & advance for v3.1 – module 5 – creating your forms using...
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Joget Workflow v3
Training Programme:All That You Need To Know
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Last Revised on Oct 1, 2014 based on Joget 3.1Joget Inc Internal Use Only
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Joget Workflow Training Programmes
All That You Need to Know: AutomatingYour Processes and Building ApplicationsAll That You Need to Know: AutomatingYour Processes and Building Applications
Developer: Extending and building plugins.Developer: Extending and building plugins.
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Joget Workflow Training
• All That You Need to Know: Automating Your Processesand Building Applications
• Who is it for? Any business process owner
• Prerequisites:– Logical understanding on drawing a flowchart– No software development knowledge required
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Outline – Day 1
• Module 1: Introduction– Introduction to Business Process and Workflow– Introduction to Joget Workflow– Overview of Joget Workflow v3 Architecture
• Module 2: Setting up Joget Workflow– Requirements– Installation– Overview of User Management
• Module 3: Building your first Process-driven Application– Business Process Design– Designing Your First Workflow with Workflow Designer– Running Your First Automated Process
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Outline – Day 1
• Module 4: Process Monitoring– Administration of Process Instances in Joget
• Module 5: Creating your first Forms– Creating your First Forms using Joget Form Builder– Understanding the relationship between Forms and Process
Activities
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Outline – Day 2
• Module 6: Using the Email Tool– Implementing Email Tool Plugin on your Process Tool.
• Module 7: Creating Datalist and Userview– Creating a Listing of submitted Form data.– Creating a User Interface (UI) for end-user access.
• Module 8: Participant Mapping and PermissionControl– Defining Process Participant Mapping on your Process– Enforcing Permission Control on your App
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Outline – Day 3
• Module 9: SLA and Deadlines– Service Level Agreement implementation on Workflow Process.– Creating Email Reminder on Workflow Process using Deadline
implementation.
• Module 10: Hash Variables– Dynamically populate Form fields, Email plugin.– Using Hash Variable
• Module 11: A Revision - Building a SupportTicketing System
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Module 5
Creating your Forms usingForm Builder
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Why Did We Run The Process withoutForm?• Verify that the workflow executes correctly according to
the intended design, before putting efforts into formdesign
• A convenient practice for Business Analyst to verify theworkflow with process owners
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Map Activities to Form
• Click on “Add/Edit Form” on “Submit Leave” activity.
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Create a New Form, for“Submit Leave Application” Activity
a-z, A-Z, 0-9, _a-z, A-Z, 0-9, _Numbered formname according to
process flow
Numbered formname according to
process flow
Table name withprefix
Table name withprefix
Assign a prefix forevery application
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Form Builder
• Form elements.• Each element is a plugin• Extensible through Joget’s
plugin architecture• Drag-and-drop
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Form Builder
Advanced method fordeveloper to edit theform design by changingits JSON definition
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Form Builder
Form Name andTable Name can be edited in
“Properties”
Form Name andTable Name can be edited in
“Properties”
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Edit Section
Leave ApplicationDetails
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Insert Date Picker
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Edit The First Date Picker
a-z, A-Z, 0-9, _a-z, A-Z, 0-9, _
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Set The Date Picker as Mandatory Field
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Complete the design of“Submit Leave Form”
Date PickerID: end_dateLabel: End Date
Text AreaID: reasonLabel: Reason
Text FieldID: nameLabel: Name
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Complete The Design of “LeaveApplication Form”
Preview and Save
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How the Form looks like whenyou launch “Run Process” now?
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Create a New Form, for “Approve Leave”Activity• Click on “Add/Edit Form” on “Approve Leave” activity.
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Using Sub Form
Approve Leave Form
Using “Leave Application Form” asSub Form
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Using Sub Form
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Using “Apply Leave Form” asSub Form
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Using “Apply Leave Form” asSub Form
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What About The Approval Status?
“Approved” or “Rejected”?
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Insert Radio Button
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Radio Button Options
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Map The Selected Value to WorkflowVariable
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Leave Approval Form
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Continue with the Assignment
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Exercise
Design Form for “Leave Approved”• Create a new Form named “3-Leave Approved Form”• Map the form it to “Leave Approved” activity.• Point it back to the same table used before.• In the form design, add a “Subform” and refer it to the “2-
Approve Leave Form”
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Leave Approved Form
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Complete the Process Cycle
• Go to “Inbox”.• Open “Leave Approved” assignment. Verify the form
created.• Complete the assignment.
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Module 5 Review
We have learnt to:1. Create Form and assign it to Workflow Activity with basic
Form Elements.2. Understand the Subform concept.3. Map Form Field to Workflow Variable for routing
purpose.4. Verify Workflow Process with the Form attached.
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• www.joget.org• community.joget.org• twitter.com/jogetworkflow• facebook.com/jogetworkflow• youtube.com/jogetworkflow• slideshare.net/joget
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