Galaxia User Manual And Documentation
Contents
1. Seal Galaxia An open source Workflow engine for Tiki User Manual And Documentation Garland Foster Richard Moore Eduardo Polidor Please read Galaxia introduction and concepts before reading this document Thanks Page 2 Di sae sore odes seqeis woneuesacess E E E EE 3 Tne Process MANAGE atssszestedasarccstasiandvsnninadsaiesuserdansuseurnolavinsannadadecneedaceisertealananasinedees 5 Creating a MEW PLOCESS ccccccsssccssssecssseecssseecseeessseeeeseeecesseecsseeessseeessseeesssseeesseeeesas 5 Creating an existing process from scratch eee eee eee ee eee D Branching an existing process see eee eee eee 7 HDO A see 7 Editing process activities sese eee eee eee 7 The process toolbar sse 8 The add edit activity Tom sees sees eee eee 9 The activity listing sse 10 The transition listing and form sss eee eee eee eee eee 10 Understanding activities sss sees eee eee eee 11 WAGE ACH TTT 12 PANG 0 6 0 0 0 eee eee 12 Editing ANd MAPPING process roles cesses eee eee eee 12 Role eating and SUNG sereine aa EE e Ea E 13 Role mapping and listing sss sees eee eee eee eee 14 Understanding TOGS sissien S 15 Editing process activity source code and ermpiates sss eee eee eee 16 MOQUE E E E 16 Interactive activities and automatic activities sese eee eee eee eee eee eee 16 Te Instance See 16 INNS WANG PODEC S e E 17 ei e Ee 17 xie 18 Setting the instance user for the next activ sees eee eee eee 18 TNE2. CD loans 1 0 QJapprove loan o CD loans 1 0 Ack result a CDloans t0 9 Browse cps ae Page 35 Click the arrow next to the Browse CDs activity to execute the Browse CDs activity Listing CDs This screen is generated by the Browse CDs activity that you coded you can see the CDs in the cdcollection table and click the change status button to change the CD status from available to not available Now go back to the activities for the CD loans process and execute the request loan activity Request a CD Cd to request Note that only available CDs are present in the dropdown select a CD and click request Activity completed leal The activity completed screen is displayed This shows that the activity Request loan of the CD loans 1 0 process was completed Now back to the activities Page 36 Galaxia User Activities lel Y List of processes 1 process find All sal a CT CD loans 1 0 O Request loan a CD loans 1 000 O sporove loan 7 As admin you will see now that the Approve loan activity has one or two instances present mening that there s work to do click the approve loan icon to see the instances User instances Pel Y List of processes 1 find proc statys act status CD loans 1 0 all ae AI admin active Note that the instances are assigned to admin because
3. property of the instance Page 38
4. that can be getted and setted in process activities this is how you can pass information from one activity to another one A typical way to code actvities is to present a form and then set instance properties based on the form values The following activities can display or get properties to perform some action Switch actvities In a switch activity the activity must decide the next activity for the instance visiting the switch activity This is generally decided examinign the instance properties and or user input if the switch activity is interactive In order to set the next activity the method setNextActivity 6actName must be used indicating the name of the next activity Example HI CS a OuUESI amount S ILO 4 SLMS CAS gt SCENES EAC CIwilicw ajsoizowes lLogia gt else netan e gt SScNexcAeciyiliey orOcess Login gt Because this was interactive we use complete instance gt complete Page 17 Roles Roles are used to determine who can execute an activity when the process is defined one or more roles must be asociated with interactive activities To make the process valid admin has to map process roles to Tiki users using the role manager tool When an instance enters an activity the engine checks the roles that are asociated to the activity If there s only one user that can execute the activity the engine assigns that user as the activity user and only
5. COs Add transitions e Se 2 3 Create the approve loan activity Create the approve loan activity clicking the new to create a new activity Set the type to switch interactive auto routed Add a transition from start and enter a new role admin because only the CD administrator can approve loans Add or edit an activity new description Approve or reject a loan end Request loan Browse COs Browse CDs pprove loan pprove loan Add role save Page 25 Galaxia 2 4 Create the approved activity Create the approved activity set the type as activity automatic auto routed add a transition from approve loan Add or edit an activity new description Approve or reject a loan end Request loan Browse COs Browse CDs pprove loan pprove loan add new vipa role Me 2 5 Create the rejected activity Add or edit an activity new description he loan is rejected activity Interactive d auto routed 4dd transitions Add transition fram Add transition ta end end Request loan Request loan Browse CDs Browse CDs 4oprove loan Approved Approved No roles acociated to this activity add new wp Ladd ole Page 26 Galaxia 2 6 Create the ack result activity Create the ack result activity as activity interactive auto routed add transitions from approved and rejected and add a transition to end
6. Set the role as user Add or edit an activity new description he loan is rejected activity ha Interactive d auto routed Add transition fram Add transition to end end Request loan C Request loan SR CDs Browse CDs Approve loan s Soprove loan pres Approved Yo roles Ga e to this activity G M Add transitions 3 step Verify your process design The list of activities for your process should be similar to the following one ae a D Request loan ica Iv code template S Approved no roles m L M code G ser RD Re YT 3 Ack result E Mm ende template eee eet eee O S Browse CDs ao mw And you can verify the process graph Page 27 Request loan Browse CDs Approve loan Approved Ack result 4 step Analizing errors and solving them At the top of the admin activities screen you will see the list of errors for your process should be similar to this one Page 28 Errors Role user is mot mapped Role admin is not mapped Activity Request loan is interactive so it must use the instance gt completel method Activity Approve loan is interactive so it must use the instance gt completel method Activity Approve loan is switch so it must use finstance gt sethextActivity Pactname method Activity Ack result is interactive so it must use the instance gt camplete method The first to errors say that we have roles that are not mapped to any users in our T
7. USO all ai e gt aeeeneenen eee ter eee een eee ee ee ee ee 18 Tutorial A process to Manage CD loanS sese eee eee 20 MOGU CHON eee nena eet ence oe eee ee ee eee eee ee 20 Wve Wore oye am ferme B niye B sae nieces Restle neem eee ee eee ete eae 20 Use case 2 A user requests a CU 20 Use case 3 A user returns a CD eee 21 DSSIGNING INE sise 21 Modeling the process using the Process Manager sse eee eee eee eee eee 23 1 step creating the process 23 2 step Entering process activities oo cceesesessessssessssesesesstsestseststsseseeseen 23 3 step Verify your process design 27 4 step Analizing errors and solving mem 28 5 step Mapping users tO rdles 29 6 step Coding activities e cecececsesessesessesssesesestsesssestsestsestsesnsessteeeseen 30 7 Testing your PFOCESS sese eee 35 Page 3 Modules The workflow engine contains 3 modules The Process Manager The User Interface and the Process Monitor e Process Manager e User interface e Process Monitor Behind this modules is the engine a set of PHP classes and scripts that execute the workflow processes The Process Manager is wed to map a business process to a workflow process It is used to design processes The User Interface presents a set of screens and interfaces to let users start a new process execute process activities see what activities they have pending and manage their workload It is used to execute processe
8. Uae oao ea T lt form method post gt lt input type submit name reject value reject gt lt input type submit name approve value approve gt T 6 5 Coding the approved activity This is just a dummy automatic activity setting up the status of the request PHP code qe Olay Sinstance gt set status approved STE SaaS ic ainee oeSic Clle 2 Squery update cdcollection set status not available where ecloSssecdiol Sic ical Lillo SoilSiay ea PS 6 6 Coding the rejected activity lt php Sinstance gt set status rejected gt 6 7 Coding the ack result activity PHP code lt php Pi beset T REOR T aek a m4 Simone e Omorbet ena SSileiccy Sassiem i Stecue Sims canes Seer a gt Somare ase wea calig Le a e e e lke 2 Ce Page 34 Template Losi y ecSiroleeeS lt aselhoam wesmlte lt as gt VOU c2eacuese wow I was SsSiceicus rOrimenhod SOS t lt input type submit name ack value accept gt lt j ae 7 Testing your process Enter the UI clicking the User processes link from the Workflow section of the application menu User processes Eel List of processes 1 find 4 1 CD loans 1 0 Click the CD loans title to view the process activities User Activities Eel T List of processes 1 process find CD loans 1 0 CD loans 1 0 Ql Request loan
9. and press the update button at the bottom of the listing Activities can be removed marking the activities with the checkboxes on the left and the pressing the x button The transition listing and form Page 10 Process Transitions List of transitions From all e ond CL start foo The last section of the activity manager shows the list of transitions for the process you can remove transitions using the checkboxes and the x button You can also add transitions selecting the From and To activities and clicking the add button AS you can see there s more than one way to add transitions or remove transitions from to activites to make the user interface more confortable Understanding activities Icon Type Description ns Out Start The start activity A process can have many start activities 1 and mut have at least one Start activities can be executed without the presence of an instance of the process because start activities create a new process instance of user input to start a new process En end activity or you will have dangling instances of your Normally start activities are interactive requiring some kind The end activity terminates a process instance All the N processes must have one and only one end activity The end eactivity should be reachable from the start activyt Make sure all your process paths of execution lead to the processes Activity A normal a
10. by only remapping the process roles Page 15 Roles can also be used to control what each actvity can do since special variables will be created to indicate if the user executing some activity is mapped or not to some role You can for example let roles a and b execute some activity but only users with role b can see some information Editing process activity source code and templates Introduction The workflow engine maps activities to PHP scripts this is where the power of the engine resides an activity can do anything that a PHP script can do Normally you can design processes without a very deep knowledge of PHP creating forms to interact with the user and the setting instance properties depending on those values Interactive activities and automatic activities When editing activities code there s a very importan distinction between automatic activities and interactive actviites Automatca activities are represented by a PHP script while intreactive activities are represented by a PHP script and a Smarty template file When coding interactive activities you shouldn t output anything from the PHP script instead assign whatever you want to display to smarty template variables and then display the variables in the template The template will also contain all the forms tables and other html elements that you want to use We ll see examples in a few paragraphs Example A simple interactive activity and
11. case 1 Listing CDs Users from any department can list the CD collection each CD will be listed indicating its title and if the CD is available or not If not the user having the CD is listed along with some dates loan date return date Use case 2 A user requests a CD Page 20 A user can request an available CD when a user requests a CD the user administering the collection has to authorize the loan based on information such as if the CD has to be used soon etc If the loan is authorized the soliciting user receives a note and he can pick up the CD from the department Use case 3 A user returns a CD When a CD is returned the user administering the department where the CD belongs marks the CD as available in the collection Designing the process The process will have the following activities Browse CDs A standalone activity where users can browse CDs if the user is the CD admin he can also mark the CD as available or not available if he wants Request CD an interactive activity theuser will have to enter the CD he wants and the instance will be sent to the CD admin Approve CD an interactive activity where the CD admin can approve or reject a loan the user is notified of the result of the approval phase if the loan is approved the CD status is changed to not available Page 21 This sketch shows the process ld Request loan Rejected The fo
12. he will see the instance in his User Interface If there s more than one user allowed to execute the activity the engine will show the instance to all the users that can execute the activity a user can then grab an instance so only he can execute the activity if the user can t complete the activity he can release the instance so other user with the proper role can execute the activity Note that executing the activity automatically grabs the instance but the instance can also be grabbed first and the activity executed later Setting the instance user for the next activity The instance object has a method to let an activity determine who will be assigned to execute the next activity sinstance gt setNextUser john In the example we are indicating that the next activity can only be executed by the user john The User Interface The User Interface UI is used by the users to launch new processes and execute process activities Enter the UI clicking the User processes link from the Workflow section of the application menu Page 18 User processes ERLT List of processes 1 find process G 9 instances CD loans 1 0 4 1 Page 171 1 In this screen you will see process that he user can start or where the user has pending activities to execute In this example the CD loans process that will be created in the tutorial is used as an example Clicking the process name will take yo
13. in our example only admin has the admin role for this process If more than one user could execute the activity a will be displayed in the user column and the user could be able to grab the instances he wants to execute Click the arrow to execute the approve request activity for each instance Approve or reject CD loan CO cde Status available You can now approve or reject the loan Choose one Page 37 User Activities lel Y List of processes 1 process find all ell CD loans 1 0 oj Request loan 4 cDloans1 0 2 8 K S CD loans 1 0 0 Ack result cpare 18 dia Now an instance disappeared from approve loan and appeared a new instance in ack result as a user click the ack result link to view the instances and execute the activity Loan result Your request for cd2 was approved Once the user acks the result of the request the process is terminated if you accepted the loan use the Browse CDs activity to verify that the CD is now not available Note The approve or reject activity should set the user for the ackActivity as the user requesting the loan so only the user who requested the loan can ack the result Create a user property for the instance in the request loan and set it to user then use setNextUser in approve and reject to set the user for the next activity to the value of the user
14. its template lt php KUOim wewlnOc ooeie gt if 1sset S_REQUEST save Name T TRE e ee e Sinstance name name gt Sec mewie Ss NOUS imame 2 lt sLiajoune ITH HE SS C T THT I mena name save value save gt lt i gt CS The Instance object When coding the PHP code for any activity you can use the instance object to get set instance properties and other important actvities related to the Page 16 Galaxia instance The most relevant method of the instance object are listed next and you can read the PHP documentation for the class for a complete description of its usage Method Description get propert Gets the value of an instance property set property value Sets the value for an instance property complete Interactive activities only Declares the activity as completed if the activity is auto routing the engine will route the instance to the next activity automatically active aborted or exception executed this is needed in switch activities setNextUser user Indicates the name of a user to assign this instance to that user The next activity must be performed by the indicated user getUserEmail user Returns the email address of the indicated user this is useful if you want to send emails in some activity using mail functions Instance properties Instances are process in execution instances have properties
15. or edit a process from scratch clicking the new link next to the from to edit a process name and description Enter a name for the process and a description a new process will be created with version 1 0 Once the process is created you can edit its activities roles and so Note that upon creation the process cannot be set to active only valid processes can be active and a recently created process is invalid Page 6 Galaxia Branching an existing process action Once you have a process created you can define new versions of the process this can be useful in many situations New MIPOr c new major First of all if you want to change a process that is active you activities may need to create a new version so 7 To change an active ende you don t make unexpected changes to Dabas process instances already in execution You can also version a process if you want to create a new process 1 Create a new that will be very similar to an existing process version of the process 2 Edit the new version a 3 Make the old You can create a new version defining a new major process inactive version or minor version being the difference how the new process version number is created Importing a process The Workflow engine can be used to export a process to an XML file the XML file will contain all the process activities transitions roles and source
16. a Sresult Sie tL Kal dso SC US ey Squery Sica Array LI while Sres Sresult gt fetchRow DB FETCHMODE ASSOC Scene Sees mare aea aa eels a 5 And the template is ONE EAS L eee A EL La C De ble e aS E E r lt td class heading gt Title lt td gt lt td class heading gt Status lt td gt lt td class heading gt Action lt td gt 7 ee section name ix loop S cds e IIH TI I T mer Page 31 Galaxia ITE RL EH E a lt lt mel lt td T lt a class link meee PAC civ e T a a Cclllc Secs ibs cCllel cailjor Sivecus Sc cs ix Scereus hv change status Llas lt j iccl gt lt j icie gt section lt table gt In a more advanced version a link to the request loan start activity can be set from each CD so the user can directly start a request from the listing Hint link to tiki g run_activity php activityld xXXX amp cdild XXX 6 3 Coding the request loan activity This activity will show a dropdown where the user can select a CD and request its loan only available CDs will be shown The PHP code Pop squery T oe TE eko ET where status available Sicestiliz Sizakalils Seuciey Sele icy 5 S Arr e while Sres Sresult gt fetchRow DB FETCHMODE ASSOC SicSic Siess gt SEE ov eS S Loin Vacs Siceic 5 if LSSeis S INGOUE SI r R SALI ees Se ecllcl SIRIUS IT ech Sinstance
17. c O Gp loans code roles Page 1 1 As you can see the process is created but it s invalid for several reasons Now click in the activities link in the action column where the process is listed or click the act icon in the process bar You will be directed to the screen where the process activities can be managed 2 step Entering process activities Page 23 Galaxia In our second step we ll map our design adding the activities and the transitions connections between activities 2 1 Create the Browse CDs activity Enter an activity named browse CDs set the type as standalone set the role as user since any user of this process can browse CDs Add or edit an activity new description he User can browse COs the title and status is displayed for each CO 4 button to start a loan is displayed standalone Interactive auto routed d 4dd transition fram Add transition to end end start start Add transitions Mo roles acociated to this activity Add role user add role _ 2 2 Edit the start activity Edit the start activity set the name as request loan set the type as interactive and auto routed Set the role as user Page 24 Galaxia Add or edit an activity new description he user requests a CD loan Interactive auto routed Add transition from Add transition ta end L end start Be start Browse COs Browse
18. code You can then distribute the process in its XML format so other applications can use it You can upload a process using the import feature in the process manager Or upload a process using this form When a process is imported you will have to map the process roles to your site users groups depending on what users groups will be able to execute the process activities on your site Once roles are mapped the process will be ready to use as it was in the installation where it was created Editing process activities Once a process is created click on the activities link in the action menu to edit or create process activities The new minor activities manager is a module of the process manager used to ree edit or create actvities This is the most important and crucial code part of the process creation You may want to design your see process in a paper before using this tool to define your process The activity editor screen should be similar to the following one Page 7 Galaxia Admin process activities CD loans 1 0 GATA AGO Errors End activity is mot reachable from start activty Activity start is interactive but has no role assigned Activity start is interactive so it must use the instance gt camplete method Add or edit an activity new description activity BA Interactive auto routed W Add transitions 4dd transition fram 4dd transition to end start roles No roles acociated to th
19. ctivity Used to perform some tasks can be N 1 interactive or automatic d O Switch A swicth activity is like a normal activity but can be used to N N send the process instance to different activities depending on some condition This activities are used to create bifurcations in your process like if a then go to activity al else go to activity z O Standalone A standalone activity can be executed without the presence of a process instance Standalone activites are used to model actviities independant of the process flow You can even create some process featuring only standalone activities Split A split is used to send an instance to many different actvities in paralell So it is true that an instance can be in activities at the same time If your process has Page 11 Galaxia otk activities that can be done in paralell then you can use a split activity A join activity is used to re group instances splitted using a N split activity When an instance reaches a join activity the engine checks if the instance is present in other activites if so the instance will wait in the join actvity Once the instance is only present in the join activity the instance can be routed manually or automatically to the next activity Note When an acivity is interactive the icon is displayed in a blue background In the process graph interactive activities are displayed using a blue border Blue means interactiv
20. eness Interactiveness Activities can be either interactive or automatic Interactive actvities require some kind of user interaction normally a form is presented to the user and the user can fill change values submitting the form as many times as needed until the activity decides that the activity is completed Automatic activites dont require user interaction and are excuted by the workflow engine AutoRouting An activity can be routed automatically auto routed or manually When an activity is auto routed instances are automatically sent to the next activity in the process once the activity is completed If the actvity is not auto routed a user will have to manually send the instance to make the instance flow to the next activity Editing and mapping process roles The Role Manager is the module of the process manager used to admin process roles and map roles to tiki users or groups The role manager screen is similar to the following one Page 12 Admin process roles Errors End activity is not reachable from start activty Activity start is interactive but has no role assigned Activity start is interactive so it must use the instance gt complete method Add or edit a role new name description Warning Mo roles are defined yet so no roles can be mapped List of mappings The screen can be divided in sections that will be explained ne xt e Role editing and listing e Role ma
21. es Mo roles acociated to this activity ada role cicnew RR ETTE m This form is where you can edit process activites or add new activities to the process You have to select the activity name and a description for the activity Then select the activity type Tip Use the link to the select if the activity is interactive and select if the process graph gt activity is auto routed frequently to display the graph of your process and check if the activites are correctly linked Page 9 The next boxes can be used b add transitions from existing activities to the activity being edited created and to create transitions from the activity being edited created to existint activities Then you can define roles for the activity adding already existing roles or creating a new role Roles will have to be mapped using the admin roles module The activity listing Process activities Find Type Int Routing all iv all all x Eman rae een d O Mo M code 2 end fno roles C o 1 This section lists your process activities you can use the filter bar at the top to select the activities that you want to see Activities are displayed in flow order from the start activity to the end activity You can re sort by other fields clicking on the column titles This listing can be used to set if activities are interactive or automatic and if activities are auto routed or manually routed just set the checkboxes accordingly
22. gt complete d The template Smarty template lt h3 gt Regquest a CD lt h3 gt lt form method post gt Page 32 Galaxia Cd to request lt select name cd gt section name ix loop Scds OPLI ON E E 4 Secs ss II E SCCS a eclile eq S SMMC 5 Is SCimeSic eC lel Sseleceecd sellocced ic h gt Secls sae Le lt cfc Lom Tecer on lt Selecc gt lt input type submit name request value request gt lt Lowi 6 4 Coding the approve loan activity The information for the request will be displayed with accept and request buttons Since this is a switch activity the setNextActivity method will be used to decide which activity will be executed next to this one PHP code lt php M Cec che CD tase ie egue ted ancl acelga D imo te TATO C Sigs ane DE Howley SS leer 1s ae com ColeOllece aon Wines CClicl Siecle Seesuilc Sica lt i llilo Seueiey Scomeicy Sres sSresult fetcnRow DB FETCHMODE ASSOC gt EE y eS Salen alia Sees 6 Sinstance gt set title Sres title We LSeSer SO INGOUES I ajoeceve 4 S LIMS ea nee gt SS NE Xe wiley eye OieOwecl e Sinstance gt complete ae abe See iS ETIE Sil Meese 4 SIMceanee Serle we EE sae 7 eCweG 5 Sinstance gt complete Template Smee y cemolece Page 33 Galaxia o aooe o ee E CD loeia lt la3 gt RE R D IE E 7 oreet
23. iki system so no one will be able to execute those activities The next 4 errors are related to the code for each activity since we have yet no code we have some errors 5 step Mapping users to roles Enter the role manager and map the admin and user roles to Tiki users in your systems you can map entire groups to roles or individual users In our simple example we mapped admin to the role admin and test to the role user Once the roles are mapped the two errors related to roles should disappear from the process status Admin process roles CD loans 1 0 rx ler NDE 7 M AG Add or edit a role new description Process roles a admin Map users to roles z E Roles Users is Anonymous a admin I Page 29 6 step Coding activities Now the process is designed and the coding phase begins PHP code and templates should be entered for each activity as you will see you don t need advanced PHP skills to code the activities just some basics We ll design very simple ugly templates and code for this tutorial is up to you to improve the interfaces for the process screens remember that an activity can do and look as any PHP program so the limit is your imagination skills 6 1 Preparing the code Before coding the activities we ll need a table where the CD information will be stored adding and removing CDs is not covered by this simple tut
24. is activity add role Process activities The screen is divided in different sections that will be explained in detail The process toolbar The add edit activity form The activity listing The transition listing and form The process toolbar COOOL AH The process toolbar can be used to quickly jump to different modules of the Process Manager the icons are explained below i Configuration and settings for the workflow engine g Valid process This icon indicates that the process is valid Page 8 Invalid process This icon indicates that the process is invalid a list of errors will be displayed at the top of the screen Stop process If the process is active you can use this icon to stop the process Once stopped no new instances of the process can be created Already created instances will remain in execution Activate process If the process is valid but the process is not active this icon will be displayed to activate the process WH Configure activities The activity manager for the process g Admin processes Goes to the admin processes screen i Process code Used to edit the code of this process activities the process activities Td Save process Exports the whole process as an XML fie Monitor instances o The add edit activity form Add or edit an activity new description fie E Add transition tram Add transition to ekari start foo foo end end ol
25. llowing table describes each activity in the process Browse CDs Standalone Interactive The user lists CDs he can click in a loan button if he wants to start a loan For each CD it s name and status are listed Request loan Start Interactive A user enters the CD name and the Auto routed number of days he will be using the CD Approve CD Switch Interactive The CD admin sees the username Auto routed the cd title and the number of days the user needs a CD he can either accept or reject the loan The CD is marked as not available Auto routed The status of the loan process is marked as Approved The CD is not marked the status of Auto Routed the loan is marked as rejected Ack result pei An CINE The user sees the result of the loan Booted S and clicks accept to end the Drocess End End Automatic The process is terminated Page 22 Modeling the process using the Process Manager 151 step creating the process Click in admin processes on the Workflow section of the application menu enter the process name CD loans and a description Click create to create the process CD loans 1 0 Mi we A m This process is invalid End activity is not reachable from start activty Activity start is interactive but has mo role assigned Activity start is interactive so it must use the tinstance completel method Process Name Description Borrow CDs browse CDs et
26. orial you can easily add the features to the browse CDs activity with just some extra forms and PHP code The table will be very simple Cie e DEE weyers se Cee Meee som create table cdcollection cdId integer 12 not null auto_increment ibe ET E 210 10 status varchar 40 user varchar 200 primary key cdrd And insert some CDs to be used as test items Lis Gee SE SD e E E E IE EE E values Codal R E R le n N SEITE TATO Tb PE cton ee e EEE usc values ooa aya abre a ice aie TALO CACO llo ection trit T H TT ola N 6 2 Coding the browse CDs activity From the activity manager click on code next to any activty to enter the code editor where you can edit the code and templates for your process activities If you use a PHP debugger or IDE it is a good idea to code your Page 30 Galaxia activities in your IDE and then simply paste the code into the Workflow code editor The browse CDs activity will have PHP code to list the CDs and a template to show them The PHP code is PpD ine So e EEE L T o T IT amp amp S REOSE E E e aaeoa Saki lilo Scuewy i ijocdece ecloollectiion See Seacis mor aveai lable wheres cailcd ssa hOUbGl eed ie ALS Sec REO TE SI Sceicus SG EOE Seacus 2 not available Sir alia LiLo gt Gilleiey Vjeclaics eclieo E G status available where cdId 5 REQUEST cdId I Gece tha Cbe Seay Yee a a a oaa ole ao
27. pping and listing Role editing and listing Page 13 The first section of the Role Manager module can be used to add new roles to the process edit existing roles names and descriptions and remove roles as needed Please note that roles are defined per process The user role can be absolutely different in ProcessA and ProcessB Role mapping and listing Page 14 Anonymous 2 admin ala D hotota Page 1 1 In the first section you can map user to roles you can select many users and many roles and all the mappings will be executed So you can use it to map a user to many roles a role to many users or many roles to many users at the same time Next you can add or remove all the users in any tiki group to some role this can be used to batch map users in a group to some role Note that roles are mapped to individual users not groups this is different to tiki permissions that are handled at group levels The last section of the secreen lists all the mappings defined you can filter the list and remove mappings if you want Understanding roles Roles are used in processes to control who can do what Roles provide an abstract representation of what users will be able to execute process activities Since user names and even group names can be very different in different Tiki installations roles are used to asbtract permission to execute process activities so processes can be shared in different Tiki installations
28. s The Process Monitor is used to track what the users are doing what processes are being executed and the status of each process in execution It is used to track processes Page 4 The Process Manager The Process Manager PM from now on is used to design processes and make them available to your users A process can be very simple or very complex depending on the business process being modeled Processes can be used to extend Tiki adding features particular to your implementation Processes can be used to map internal process in your company so they are automated using Tiki The creation of a process can be divided in the following tasks Creating a new process Editing process activities Editing and mapping process roles Editing process activity source code and templates Creating a new process Enter the Process Manager clicking on the Admin processes link from the Workflow section of the application menu You should have the tiki_p admin_workflow permission to use this feature Page 5 Galaxia Admin processes o Add or edit a process new s Name Description List of processes 0 Process All Status all ve fi Ice processes defined yet Page 1 0 You can create a new process in 3 different ways e Creating a new process from scratch e Branching an existing process e Importing a process Creating an existing process from scratch You can create a new process Add
29. u to the user activities view User Activities lel Y List of processes 1 process find CD loans 1 0 N CD loans 1 0 loj Request loan v Se E CD loans 1 0 Ack result Page 1 1 1 In this screen you can see activities of the CD loans process and the instances present in each activity The activities with an arrow can be executed without an instance present the start activity and a standalone activity the approve loan activity can be clicked to display instances in this activity The user instances screen is as follows Page 19 User instances OO List of processes 1 find proc status act status user CD loans 1 0 all lw all lw all ive 2 admin active CD loans 1 0 G Approve loan admin running G ws Page 1 1 4 The buttons are explained as follows Abort the instance N Grab the instance assign the execution of this instance in this activity to the user Release the instance let other users execute this activity for this instance Execute activit amp Declare the instance in Exception status Tutorial A process to manage CD loans Introduction In the foo company there s a large collection of CDs CDs are managed by an admin who has a collection of CDs Users from any department can request a CD to be loaned for personal usage in the company A process is requiered to track where each CD is and authorize CD loans Use
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