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Joget Workflow v3
Training Programme:
All That You Need To Know
http://facebook.com/jogetworkflow
http://twitter.com/jogetworkflow
Last Revised on Oct 1, 2014 based on Joget 3.1Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Joget Workflow Training Programmes
All That You Need to Know: Automating
Your Processes and Building Applications
All That You Need to Know: Automating
Your Processes and Building Applications
Developer: Extending and building plugins.Developer: Extending and building plugins.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Joget Workflow Training
• All That You Need to Know: Automating Your Processes
and Building Applications
• Who is it for? Any business process owner
• Prerequisites:
– Logical understanding on drawing a flowchart
– No software development knowledge required
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
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
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
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
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
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 Permission
Control
– Defining Process Participant Mapping on your Process
– Enforcing Permission Control on your App
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
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 Support
Ticketing System
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Module 5
Creating your Forms using
Form Builder
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Why Did We Run The Process without
Form?
• Verify that the workflow executes correctly according to
the intended design, before putting efforts into form
design
• A convenient practice for Business Analyst to verify the
workflow with process owners
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Map Activities to Form
• Click on “Add/Edit Form” on “Submit Leave” activity.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Create a New Form, for
“Submit Leave Application” Activity
a-z, A-Z, 0-9, _a-z, A-Z, 0-9, _Numbered form
name according to
process flow
Numbered form
name according to
process flow
Table name with
prefix
Table name with
prefix
Assign a prefix for
every application
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Form Builder
• Form elements.
• Each element is a plugin
• Extensible through Joget’s
plugin architecture
• Drag-and-drop
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Form Builder
Advanced method for
developer to edit the
form design by changing
its JSON definition
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Form Builder
Form Name and
Table Name can be edited in
“Properties”
Form Name and
Table Name can be edited in
“Properties”
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Edit Section
Leave Application
Details
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Insert Date Picker
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Edit The First Date Picker
a-z, A-Z, 0-9, _a-z, A-Z, 0-9, _
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Set The Date Picker as Mandatory Field
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Complete the design of
“Submit Leave Form”
Date Picker
ID: end_date
Label: End Date
Text Area
ID: reason
Label: Reason
Text Field
ID: name
Label: Name
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Complete The Design of “Leave
Application Form”
Preview and Save
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
How the Form looks like when
you launch “Run Process” now?
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Create a New Form, for “Approve Leave”
Activity
• Click on “Add/Edit Form” on “Approve Leave” activity.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Using Sub Form
Approve Leave Form
Using “Leave Application Form” as
Sub Form
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Using Sub Form
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Using “Apply Leave Form” as
Sub Form
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Using “Apply Leave Form” as
Sub Form
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
What About The Approval Status?
“Approved” or “Rejected”?
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Insert Radio Button
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Radio Button Options
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Map The Selected Value to Workflow
Variable
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Leave Approval Form
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Continue with the Assignment
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
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”
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Leave Approved Form
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Complete the Process Cycle
• Go to “Inbox”.
• Open “Leave Approved” assignment. Verify the form
created.
• Complete the assignment.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
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.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Stay Connected with Joget Workflow
• www.joget.org
• community.joget.org
• twitter.com/jogetworkflow
• facebook.com/jogetworkflow
• youtube.com/jogetworkflow
• slideshare.net/joget
Joget Inc Internal Use Only

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Joget Workflow Training – Basic & Advance for v3.1 – Module 5 – Creating your Forms using Form Builder

  • 1. All Rights Reserved © Joget Inc Joget Workflow v3 Training Programme: All That You Need To Know http://facebook.com/jogetworkflow http://twitter.com/jogetworkflow Last Revised on Oct 1, 2014 based on Joget 3.1Joget Inc Internal Use Only
  • 2. All Rights Reserved © Joget Inc Joget Workflow Training Programmes All That You Need to Know: Automating Your Processes and Building Applications All That You Need to Know: Automating Your Processes and Building Applications Developer: Extending and building plugins.Developer: Extending and building plugins. Joget Inc Internal Use Only
  • 3. All Rights Reserved © Joget Inc Joget Workflow Training • All That You Need to Know: Automating Your Processes and Building Applications • Who is it for? Any business process owner • Prerequisites: – Logical understanding on drawing a flowchart – No software development knowledge required Joget Inc Internal Use Only
  • 4. All Rights Reserved © Joget Inc 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 Joget Inc Internal Use Only
  • 5. All Rights Reserved © Joget Inc 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 Joget Inc Internal Use Only
  • 6. All Rights Reserved © Joget Inc 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 Permission Control – Defining Process Participant Mapping on your Process – Enforcing Permission Control on your App Joget Inc Internal Use Only
  • 7. All Rights Reserved © Joget Inc 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 Support Ticketing System Joget Inc Internal Use Only
  • 8. All Rights Reserved © Joget Inc Module 5 Creating your Forms using Form Builder Joget Inc Internal Use Only
  • 9. All Rights Reserved © Joget Inc Why Did We Run The Process without Form? • Verify that the workflow executes correctly according to the intended design, before putting efforts into form design • A convenient practice for Business Analyst to verify the workflow with process owners Joget Inc Internal Use Only
  • 10. All Rights Reserved © Joget Inc Map Activities to Form • Click on “Add/Edit Form” on “Submit Leave” activity. Joget Inc Internal Use Only
  • 11. All Rights Reserved © Joget Inc Create a New Form, for “Submit Leave Application” Activity a-z, A-Z, 0-9, _a-z, A-Z, 0-9, _Numbered form name according to process flow Numbered form name according to process flow Table name with prefix Table name with prefix Assign a prefix for every application Joget Inc Internal Use Only
  • 12. All Rights Reserved © Joget Inc Form Builder • Form elements. • Each element is a plugin • Extensible through Joget’s plugin architecture • Drag-and-drop Joget Inc Internal Use Only
  • 13. All Rights Reserved © Joget Inc Form Builder Advanced method for developer to edit the form design by changing its JSON definition Joget Inc Internal Use Only
  • 14. All Rights Reserved © Joget Inc Form Builder Form Name and Table Name can be edited in “Properties” Form Name and Table Name can be edited in “Properties” Joget Inc Internal Use Only
  • 15. All Rights Reserved © Joget Inc Edit Section Leave Application Details Joget Inc Internal Use Only
  • 16. All Rights Reserved © Joget Inc Insert Date Picker Joget Inc Internal Use Only
  • 17. All Rights Reserved © Joget Inc Edit The First Date Picker a-z, A-Z, 0-9, _a-z, A-Z, 0-9, _ Joget Inc Internal Use Only
  • 18. All Rights Reserved © Joget Inc Set The Date Picker as Mandatory Field Joget Inc Internal Use Only
  • 19. All Rights Reserved © Joget Inc Complete the design of “Submit Leave Form” Date Picker ID: end_date Label: End Date Text Area ID: reason Label: Reason Text Field ID: name Label: Name Joget Inc Internal Use Only
  • 20. All Rights Reserved © Joget Inc Complete The Design of “Leave Application Form” Preview and Save Joget Inc Internal Use Only
  • 21. All Rights Reserved © Joget Inc How the Form looks like when you launch “Run Process” now? Joget Inc Internal Use Only
  • 22. All Rights Reserved © Joget Inc Create a New Form, for “Approve Leave” Activity • Click on “Add/Edit Form” on “Approve Leave” activity. Joget Inc Internal Use Only
  • 23. All Rights Reserved © Joget Inc Using Sub Form Approve Leave Form Using “Leave Application Form” as Sub Form Joget Inc Internal Use Only
  • 24. All Rights Reserved © Joget Inc Using Sub Form Joget Inc Internal Use Only
  • 25. All Rights Reserved © Joget Inc Using “Apply Leave Form” as Sub Form Joget Inc Internal Use Only
  • 26. All Rights Reserved © Joget Inc Using “Apply Leave Form” as Sub Form Joget Inc Internal Use Only
  • 27. All Rights Reserved © Joget Inc What About The Approval Status? “Approved” or “Rejected”? Joget Inc Internal Use Only
  • 28. All Rights Reserved © Joget Inc Insert Radio Button Joget Inc Internal Use Only
  • 29. All Rights Reserved © Joget Inc Radio Button Options Joget Inc Internal Use Only
  • 30. All Rights Reserved © Joget Inc Map The Selected Value to Workflow Variable Joget Inc Internal Use Only
  • 31. All Rights Reserved © Joget Inc Leave Approval Form Joget Inc Internal Use Only
  • 32. All Rights Reserved © Joget Inc Continue with the Assignment Joget Inc Internal Use Only
  • 33. All Rights Reserved © Joget Inc 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” Joget Inc Internal Use Only
  • 34. All Rights Reserved © Joget Inc Leave Approved Form Joget Inc Internal Use Only
  • 35. All Rights Reserved © Joget Inc Complete the Process Cycle • Go to “Inbox”. • Open “Leave Approved” assignment. Verify the form created. • Complete the assignment. Joget Inc Internal Use Only
  • 36. All Rights Reserved © Joget Inc 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. Joget Inc Internal Use Only
  • 37. All Rights Reserved © Joget Inc Stay Connected with Joget Workflow • www.joget.org • community.joget.org • twitter.com/jogetworkflow • facebook.com/jogetworkflow • youtube.com/jogetworkflow • slideshare.net/joget Joget Inc Internal Use Only