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Modification History

NameDateProduct VersionAction
Antje23 JUL 20212021 Autumncreated
Martin26 JUL 20212021 Autumn

draft

Bratislav29 JUL 20212021 Autumndraft
Antje29 JUL 20212021 Autumnformatting, published



Excerpt

Use the BPM Engine for process and task management within your client.

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Processes and Tasks in the reference client

The yuuvis® client as reference client implementation offers three specific views that allow the user to handle the processes based on Flowable. The first process that was as a standard delivered with yuuvis® was for supporting follow-ups. :

A user can create follow-ups for each object via the action menu. The view 'My follow-ups' lists  lists all active follow-ups with their follow-up date.

The inbox lists all user-tasks that are intended for the authenticated user, such as the reminder tasks of the Follow-up processes that have reached their follow-up date.
With As of version 2021 Autumn, all tasks of processes the currently logged-in user is offered assigned to are listed as well.

As of version 2021 Autumn, the new view 'My processes' that lists  lists all processes he has started , and the inbox is listing all tasks of processes he is assigned toby the logged-in user.

Recommendations

  • If you start a process that relates related to a document, the ID of the document shall be saved in the process variable documentId. The reference client uses this variable to load retrieve and show display the object details.
  • When starting a process, set the process property name to a relevant and meaningful value since it will be shown in the column Process in the the My processes view.
  • When modeling a workflow, set the meaningful and relevant names to Tasks, since they will be shown in the column Task of the Inbox view.

My follow-ups

The This view My follow-ups lists on the follow-up processes with the following specific parameters that are affectedproperties:

Column in yuuvis® clientCorresponding Counterpart in BPM EngineDescription
yuuvis®Technical details
DescriptionProcess variable whatAboutThe description that was entered during creating the follow-up.
Column Description
Start timeProcess
variable whatAbout
parameter startTimeThe time the follow-up (process) was created.
Column Start time
Follow-up dateProcess
parameter startTime
variable expiryDateTimeThe due date was entered while creating the follow-up.
Column Follow-up dateProcess variable expiryDateTime

Inbox

Beginning with As of version 2021 Autumn, the inbox lists besides the follow-up tasks all other BPM tasks as well.   The view shows the following information:

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Following properties are displayed:

Column
Column in yuuvis® clientTechnical detailsThe type of task that can be Follow-up or Task in case of other process models.Description
Type

If the process parameter processDefinitionName is Follow-upthen , then Follow-up otherwise up. Otherwise Task.

The specific Task is either the follow-up description that was entered during creating the follow-up or the name of a taskColumn .
TaskTask nameThe time the task follow-up (process) was created.
Column ReceivedTask CreateTimeThe due date was entered while creating the follow-up.

My processes 

Beginning with As of version 2021 Autumn the new view My process lists all , all processes including the follow-up ones ups are listed as soon as they are started by the user has started. The following yuuvis and Flowable parameters properties are affected:

Process definition name instance name (e.g. a case number)Column
DescriptionColumn in yuuvis® clientTechnical detailsDescription
Column TypeProcess-definition parameter processDefinitionNameProcess definition name
ProcessProcess-instance parameter name (as set when starting the process instance)Process instance name (e.g. a case number)
Start timeProcess-instance parameter startTimeThe time the process was createdColumn Start time
Process-instance parameter startTimeStatusDerived from process-instance parameters completed and suspended

The status of the process can be running, suspended, or deleted. 

The status is given in the user's language.

Column StatusDerived from process-instance parameters completed and suspended

Start a process for an object via plugin action

You can extend the object actions with a plugin action that can be offered in the action group MORE ACTIONS. The following example offers the action Two step process that starts a process based on the process model twosteptest_proc ( mapped to Flowable processDefinitionKey) for a single marked object.

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