[Webinar] Advanced Workflow Design Techniques

Content Management PlatformFor Business Applications/

Alain Director of Product Management

Designing Workflows for the Nuxeo Platform, Part 2

Nuxeo / The Platform

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Automation

Repository

Form and Presentation

Engine

Conversion kitWorkflow Engine

Auth. & Identity Management kit

Customizable Web app

Ready-to-integrate features (add-ons) ex: comparison, quota, invitation

REST API

CMIS

Client SDKs:!

JavaJavaScript

PythoniOS

Android

WEBDAV

Drive (bi-directional file synchronization with the

desktop)

Nuxeo / The Company• 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

• We focus on the complete experience for our customers, not just the software you run

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Agenda

• Overview of key advanced workflow features

• Overview of available documentation

• Learn advanced concepts: Complete our Mission Staffing Workflow

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Key Features (Advanced)

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Key features (Advanced)

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‣ Reassignment

‣ Manual delegation

‣ Workflow Automation

‣ Escalation

‣ Multi-task node

‣ Sub-workflow

Escalation

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!

‣ Escalation rules bound to a given node

‣ A rule = a name, an automation chain ID and a condition

‣ Workflow scheduler evaluates rules of all active nodes

Multi-task node

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‣ Create n tasks on one node, one task per assignee

‣ When each task is closed, the task info (name of the user, button clicked, comment) is added to the “TasksInfo” object, available in automation context on the node

‣ If the node is resumed before each user has closed the task, respective tasks go to “canceled” state

Sub-workflow

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‣ A specific node that instantiates a new workflow for the same list of documents, based on the given workflow model ID

‣ Accepts some parameters for initializing the global variables of the sub-workflow

‣ Node is active until the sub-workflow is achieved

‣ Canceling the main workflow will cancel sub-workflows

Overview of Existing Documentation Resources

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Workflow Engine

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!

‣ Link : http://doc.nuxeo.com/x/OwzF‣ Understand deployment cycle

‣ Understand how the graph is interpreted

‣ Example of escalation rules

‣ Workflow specific variables available in automation context

‣ Naming Conventions

Studio Designer

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!

‣ Link : http://doc.nuxeo.com/x/IwGw‣ Screen by Screen help

‣ Link : http://doc.nuxeo.com/x/IwGw

‣ Simple workflow step-by-step tutorial

Let’s Go!

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Studio deployment model

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• Configuration tool

• No coding required

• Generates a Bundle

Our Scenario (Same As Part I)

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‣ A mission order workflow: a purchase order is received, document is assigned to the staffing committee that will then either ask for more information or assign to someone for fulfilling the mission.

Implementation

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‣ You will learn how to:1. Make a task reassignable

2. Start a workflow from a button

3. Set up a task reminder

4. Make the workflow move automatically using escalation and automation

5. Use a sub-workflow

What’s Next?

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• Download from nuxeo.com/download

• Free 30-day trial of Nuxeo Studio

• For geeks: nuxeo.com/developers

• Source code: nuxeo.github.io/

• Documentation: doc.nuxeo.com

• Questions? answers.nuxeo.com

Upcoming Webinar

• Building Virtual Navigation Structures for the Nuxeo Platform• Mon, Jan 20

www.nuxeo.com/webinars

Thank You!

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Alain ESCAFFRE Director of Product Managemente-mail: [email protected] me: @aescaffre