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

Introduction

The BPM Engine in yuuvis® Momentum is provided by the BPM-ENGINE service based on the workflow functionality of the open-source software Flowable. In yuuvis® client as reference implementation, it can be integrated in order to support process and task management via the browser application.

Administrators can model process models (process-definitions in Flowable nomenclature) with the help of a Flowable modeler, pack them and export them as applications, and deploy the applications to the BPM-ENGINE service in yuuvis® Momentum. Once deployed in such a manner, a process definition can be instantiated and executed in the BPM Engine. If process instances running in the bpm engine contain user tasks, they will be available in the Inbox of the user to whom they were assigned. 

The following information is intended to support administrators to set up Flowable processes that are supported by the reference client.

Processes and Tasks in the Reference Client

yuuvis® client as reference implementation offers three specific views that allow users to handle processes based on Flowable:

  • Users can create follow-ups for each object via the action menu. The My follow-ups view lists all active follow-ups with their follow-up date.
  • The Inbox view lists all user tasks that are intended for the authenticated user, such as reminder tasks of follow-up processes that have reached their follow-up date.
    As of version 2021 Autumn, all tasks of processes the currently logged-in user is assigned to are listed as well.
  • As of version 2021 Autumn, the new My processes view lists all processes started by the logged-in user.

Recommendations

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

Inbox

As of version 2021 Autumn, besides the follow-up tasks, the inbox lists all other BPM tasks as well. The following properties are displayed:

Column in yuuvis® clientTechnical detailsDescription
Type

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

As of 2021 Winter, an icon is displayed. If the process parameter processDefinition.idPrefix is follow-up, then a bell is shown and the tooltip shows Follow-up. Otherwise, a general process icon is shown and a tooltip with the localized prefix. If no localization is configured, the technical prefix is displayed.

The description that was entered while creating the follow-up.
TaskTask nameThe time the follow-up (process) was created.
as of 2021 Winter: SubjectWeb-API Gateway parameter subject, represented as Flowable string variable subjectSet while creating the process or during the process while saving the Flowable process variable appClientsystem_subject of type string

Received

as of 2021 Winter: Received on

Task CreateTime

The date and time the task was created.

The value corresponds to the due date that was entered while creating the follow-up.


As of version 2021 Winter, the inbox offers a task details area with the aspects Task, History, and Attachments (not on the following screenshot). 

The following screenshot shows the three possible elements of the aspect Task:

  • A static task description is shown if the task name (here: 2nd_task_dynform) that is set in the Flowable process model has a description representation in the localization for the language the user has set. Use the key <task name>_description for the task description and <task name>_title for localizing the task name itself.
  • Dynamic messages if the Flowable variable appClientsystem_taskMessages of type JSON have been saved. Message can be plane text lines or as unformatted lists. Colors are given by a level parameter.  More details are given here: (link will come soon). 
  • A static or dynamic form. The static form is set via Flowable formKey and a form model that was saved with this name.
    The dynamic form can be set by saving the Flowable variable appClientsystem_taskMessages of type JSON. More details are given here:  (link will come soon)

My processes 

As of version 2021 Autumn, all processes including follow-ups are listed as soon as they are started by the user. The following properties are affected:

Column in yuuvis® clientTechnical detailsDescription
Type

Process-definition parameter processDefinitionName

As of 2021 Winter, an icon is displayed. If the process parameter processDefinition.idPrefix is follow-up, then a bell is shown and the tooltip shows Follow-up. Otherwise, a general process icon is shown and a tooltip with the localized prefix. If no localization is configured, the technical prefix is displayed.

Process definition name
Process (not available anymore as of version 2021)Process-instance parameter name (as set when starting the process instance)Process instance name (e.g., a case number)
Created onProcess-instance parameter startTimeThe time the process was created.
StatusDerived from the process-instance parameters completed and suspended

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

The status is given in the user's language.

My follow-ups

This view lists the follow-up processes with the following specific properties:

Column in yuuvis® clientCorresponding Counterpart in BPM EngineDescription

Description (not available anymore as of version 2021)

Process variable whatAboutThe description that was entered while creating the follow-up.
as of 2021 Winter: SubjectWeb-API Gateway parameter subject, represented as Flowable string variable subjectSet while creating the process.
Created onProcess parameter startTimeThe time the follow-up (process) was created.
Follow-up dateProcess variable expiryDateTimeThe due date that was entered while creating the follow-up.
StatusDerived from process parameters endTime and suspendedPossible values for Status are running, completed and suspended.

Starting a Process for an Object via a Plug-in Action

The object actions can be extended with a plug-in action that can be offered in the MORE ACTIONS action group. The following example shows the Two step process action, which starts a process based on the twosteptest_proc process model (mapped to Flowable processDefinitionKey) for a single marked object or for multiple selected objects.

As of 2021 Winter, the objects are displayed in the attachment task of the task details for a selected task in the Inbox. 

To provide the example Two step process action in a client, import the client plug-in configuration file shown below. To be able to import a settings file, users need an administrative role.
>> Extending the Clients with Plug-ins

The twosteptest_proc process model has to be deployed to the Flowable BPM Engine.

Plug-in Configuration for an Example 'Two step pocess' 
{
  "disabled": false,
  "actions": [
    {
      "id": "yuv.custom.action.two.step.multi.label",
      "label": "yuv.custom.action.two.step.multi.label",
      "description": "yuv.custom.action.two.step.multi.description",
      "priority": 0,
      "icon": "<svg height=\"24\" viewBox=\"0 0 24 24\" width=\"24\" xmlns=\"http://www.w3.org/2000/svg\"> <path d=\"M0 0h24v24H0V0z\" fill=\"none\"></path> <path d=\"M4 10h12v2H4zM4 6h12v2H4zM4 14h8v2H4zM14 14v6l5-3z\"></path> </svg>",
      "group": "further",
      "range": "MULTI_SELECT",
      "isExecutable": "(item) => item.id",
      "run": "(selection) => this.http.post('/bpm/processes', {businessKey: selection[0].id, name: selection[0].title || selection[0].id, processDefinitionKey: 'twosteptest_proc', attachments: selection.map((s) => s.id), subject: selection[0].title, variables: [{ name: 'myVariable', type: 'string', value: 'Lorem ipsum' }]},'api-web').then(() => this.util.notifier.success(this.util.translate('yuv.custom.action.two.step.multi.success')))"
    },
    "yuv-download-action",
    "yuv-delete-action",
    "yuv-delete",
    "yuv-upload",
    "yuv-upload-action",
    "yuv-move-action",
    "yuv-move",
    "yuv-follow-up-action",
    "yuv-follow-up",
    "yuv-reference-action",
    "yuv-open-context-action",
    "yuv-open-versions-action",
    "yuv-clipboard-action",
    "yuv-clipboard-link-action"
  ],
  "translations": {
    "en": {
      "yuv.custom.action.two.step.multi.label": "Two step process",
      "yuv.custom.action.two.step.multi.description": "Starts simple process with two steps, also for many objects",
      "yuv.custom.action.two.step.multi.success": "Process has started"
    },
    "de": {
      "yuv.custom.action.two.step.multi.label": "Zweischritteprozess",
      "yuv.custom.action.two.step.multi.description": "Startet einen einfachen Prozess mit zwei Schritten, auch für mehrere Prozesse",
      "yuv.custom.action.two.step.multi.success": "Prozess wurde gestartet"
    }
  }
}

Handling of Task Forms

As of version 2021 Winter, the Inbox view displays tasks in task forms that can be configured in order to provide a specific form for a specific Flowable task. The configuration can be done via following steps:

The client is calling this configuration file using the corresponding endpoint of the resource-controller of the Web-API Gateway.

Structure of the JSON Configuration File

The JSON format for task forms is the same as used for the object forms. Thus, the complete feature set is supported here as well. The expandable code block below shows an example configuration.

The Flowable variable names are specified as values for the key name. We recommend user task names with a prefix (in the example: 'xyz') for easier localization.

If the variable has not been used in the process before the form is called, the given values are saved to these variables after saving the form.

The property types used in forms for yuuvis® Momentum objects can be used for the Flowable variable types as well. Only the yuuvis® property type decimal is mapped to the Flowable variable type double, and the yuuvis® property type datetime is mapped to the Flowable variable type date.

The yuuvis® table properties are saved as in a variable of type JSON. 

All other attributes given in this example are mostly self-explanatory.

Example Configuration 
{
  "name": "twosteptest_proc:1st_task",
  "situation": "EDIT",
  "script": "",
  "elements": [
    {
      "name": "core",
      "type": "o2mGroup",
      "elements": [
        {
          "type": "o2mGroup", 
          "layout": {
              "align": "row"
          },
          "elements": [
           {
              "type": "o2mGroup", 
              "name": "xyzSimplefields",
              "layout": {
                  "align": "column"
              },
              "elements": [
                {
                  "name": xyzDatetime",
                  "type": "datetime",
                  "required": false,
                  "cardinality": "single",
                  "readonly": false
                },
                {
                  "name": "xyzDate",
                  "type": "datetime",
                  "required": false,
                  "cardinality": "single",
                  "readonly": false,
                  "resolution": "date"
                },
                {
                  "name": "xyzInteger",
                  "type": "integer",
                  "required": false,
                  "cardinality": "single",
                  "readonly": false                },
                {
                  "name": "xyzDecimal",
                  "type": "decimal",
                  "required": false,
                  "cardinality": "single",
                  "readonly": false
                },
                {
                  "name": "xyzString",
                  "type": "string",
                  "required": false,
                  "rows": 1,
                  "readonly": false                },
                {
                  "name": "xyzStringmultirow",
                  "type": "string",
                  "required": false,
                  "rows": 3,
                  "readonly": false
                }
              ]
            },
            {
              "type": "o2mGroup", 
              "name": "xyzComplexfields", 
              "layout": {
                  "align": "column"
              },
              "elements": [
                {
                  "name": "xyzEmail",
                  "type": "string",
                  "cardinality": "single",
                  "readonly": false,
                  "classifications": ["email"]
                },
                {
                  "name": "xyzUrl",
                  "type": "string",
                  "required": false,
                  "readonly": false,
                  "classifications": ["url"]
                },
                {
                  "name": "xyzPhone",
                  "type": "string",
                  "required": false,
                  "readonly": false,
                  "classifications": ["phone"]
                },
                {
                  "name": "xyzUser",
                  "type": "string",
                  "required": false,
                  "cardinality": "single",
                  "readonly": false,
                  "classifications": ["id:organization"]
                },
                {
                  "name": "xyzReference",
                  "type": "string",
                  "required": false,
                  "cardinality": "single",
                  "readonly": false,
                  "classifications": ["id:reference[]"],
                  "label": "Reference"
                },
                {
                  "name": "xyzCatalogcustom",
                  "type": "string",
                  "required": false,
                  "cardinality": "single",
                  "readonly": false,
                  "classifications": ["custom:catalog[/api-web/api/dms/catalogs/tenKolibri:processstatus]"],
                  "label": "Catalog status"
                },
                {
                  "name": "xyzBroc:boolean",
                  "type": "boolean",
                  "required": false,
                  "readonly": false,
                  "label": "Boolean"
                }
              ]
            }
          ]
        },
        {
          "name": "xyzTest_table",
          "type": "table",
          "required": false,
          "readonly": false,
          "label": "Notices",
          "description": "List of notices",
          "classifications": "sortable",
          "elements": [
            {
              "name": "xyzColumn_string",
              "type": "string",
              "required": false,
              "cardinality": "single",
              "readonly": false,
              "label": "String"
            },
            {
              "name": "xyzColumn_date",
              "type": "datetime",
              "required": false,
              "cardinality": "single",
              "readonly": false,
              "label": "Date"
            },
            {
              "name": "xyzColumn_user",
              "type": "string",
              "required": false,
              "cardinality": "single",
              "classifications": ["id:organization"],
              "readonly": false,
              "label": "User"
            },
            {
              "name": "xyzColumn_boolean",
              "type": "boolean",
              "required": false,
              "cardinality": "single",
              "readonly": false,
              "label": "Boolean"
            }
          ]
        }
      ]
    },
    {
      "name": "data",
      "type": "o2mGroupStack",
      "elements": [],
          "layout": { "align": "column" },
          "label": "Table group"
    }
  ]
}

Hint: the key-value pair  "classifications": ["sortable"] allows the user to sort the table rows manually by drag & drop.

The code clock below shows an example for the Flowable representation of a yuuvis table property. Tables are only shown up in a form where the types of the column properties are added as seen above.

    {
      "name": "twosteptest_proc:test_table",
      "type": "json",
      "value": [
        {
          "twosteptest_proc:column_string": "abc",
          "twosteptest_proc:column_date": "2021-09-07T17:31Z",
          "twosteptest_proc:column_user": "2685df3a-1cf8-4da3-968c-0a4a10b48921",
          "twosteptest_proc:column_boolean": true
        }
      ],
      "scope": "global"
    },


Start Forms for Starting Processes

As of version 2021 Winter, a plug-in action is available that allows to start a process via a start form as shown in the example screenshot. If all form fields are filled with valid values, the Start button is enabled. Both form fields User and Comment are required variables for starting a process. The code block below shows the corresponding plug-in configuration offering a start form with the name taskform in the object action view (displayed after a click on the object action Test process with role assignment).

Example Plugin Configuration Start Form 
{ 
  "disabled": false,
  "actions": [
    {
      "id": "yuv.custom.action.userGroupAssignment.multi.label",
      "label": "yuv.custom.action.userGroupAssignment.multi.label",
      "description": "yuv.custom.action.userGroupAssignment.multi.description",
      "priority": 1,
      "icon": "<svg height=\"24\" viewBox=\"0 0 24 24\" width=\"24\" xmlns=\"http://www.w3.org/2000/svg\"> <path d=\"M0 0h24v24H0V0z\" fill=\"none\"></path> <path d=\"M4 10h12v2H4zM4 6h12v2H4zM4 14h8v2H4zM14 14v6l5-3z\"></path> </svg>",
      "group": "further",
      "range": "MULTI_SELECT",
      "isExecutable": "(item) => item.id",
      "buttons": {
        "finish": "yuv.custom.action.userGroupAssignment.multi.start"
      },
      "plugin": {
        "component": "yuv-object-form",
        "inputs": {
          "__initOptions": "this.http.get(`/resources/config/taskform`, 'api-web').then((res) => {component.cmp.options = {formModel: res.data.tenant, disabled: false}})",
          "__init": "() => parent.finished.subscribe((event) => { var selection = parent.selection; var cmp = component.cmp; this.http.post('/bpm/processes',{businessKey: selection[0].id,name: selection[0].title || selection[0].id,processDefinitionKey: 'userGroupAssignment',attachments: selection.map((s) => s.id),subject: selection[0].title,variables: [{ name: 'user', type: 'string', value: cmp.formData.user || '' },{ name: 'comment', type: 'string', value: cmp.formData.comment || '' },{ name: 'nextUserAssignee', type: 'string', value: 'fakeUserId' },{ name: 'nextGroupAssignee', type: 'string', value: 'YUUVIS_MANAGE_SETTINGS' }]},'api-web').then(() => this.util.notifier.success(this.util.translate('yuv.custom.action.userGroupAssignment.multi.success')))})"
        },
        "outputs": {
          "statusChanged": "(status) => { parent.disabled = status.invalid; }"
        }
      }
    },
    "*"
  ],
  "translations": {
    "en": {
      "yuv.custom.action.userGroupAssignment.multi.label": "Test process with role assignment",
      "yuv.custom.action.userGroupAssignment.multi.description": "Starts a process with two tasks. Second task assigned to YUUVIS_MANAGE_SETTINGS",
      "yuv.custom.action.userGroupAssignment.multi.success": "Process has started"
    }
  }
}

The following code block shows the form definition for the plug-in action example displayed above:

Definition Example 
 {
  "description": "This form is used during process start and both task of process userGroupAssignment",
  "name": "taskform",
  "situation": "EDIT",
  "elements": [
    {
      "name": "core",
      "type": "o2mGroup",
      "elements": [
        {
          "name": "user",
          "labelkey": "userGroupAssignment:user",
          "type": "string",
          "cardinality": "single",
          "required": true,
          "readonly": false,
          "classifications": ["id:organization"]
        },
        {
          "name": "comment",
          "labelkey": "userGroupAssignment:comment",
          "type": "string",
          "required": true,
          "readonly": false,
          "rows": 3
        }
      ],
      "layout": {
        "align": "column"
      }
    },
    {
      "name": "data",
      "label": "data",
      "type": "o2mGroupStack",
      "elements": []
    }
  ]
}

As of version 2021 Winter, the value multi is supported as an alternative for the value single of the property cardinality in order to configure a multi-value field:

  • If the cardinality of a field is single, its type is mapped to the type of the Flowable variable with the same name.
  • If the cardinality of a field is multi, the Flowable variable type is set to JSON and its values are listed in the specified JSON structure.
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