The Nuxeo Platform has an integrated workflow engine with a full-featured workflow designer to help you define custom workflows that model your business processes. This series of two webinars will give a complete functional overview of workflow design in the Nuxeo Platform. Join Alain Escaffre, Director of Product Management, for this live webinar with a demo and Q&A to find out how the workflow designer works. If you’d like to play first, you can download the Nuxeo Platform and register for a free 30-day trial of Nuxeo Studio. The second webinar will cover advanced workflow design techniques.

1. Nuxeo Platform
10,000 feet overview

2. Nuxeo Platform
2
Case Management
for Big Data
Digital Asset &
Media Management
Content Platform for
Business Services

3. Nuxeo Platform
3
Business Logic
Content Repository: Access Control, Rich Content
Model, Audit, Query, File Storage
Data
Presentation
Conversion Kit
Workflow
Engine
Authentication &
Identity
Management
Extensible Back
Office
Optional add-ons, extensions, integrations, and feature
sets (20+)
REST
API
CMIS
Client
SDKs:
Java
JavaScri
pt
Python
iOS
Android
WebDAV
Nuxeo Drive (multi-
device file sync)

4. Nuxeo
4
• 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
• Hosting : nuxeo.io
• We focus on the complete experience for our customers,
not just the software you run

5. Agenda
5
• Functional tour
• Demo: Parallel review
• Demo of a contract validation
• Overview of key workflow features
• Learn the basics: Step-by-step implementation of a
sample workflow.

6. 6
• A graph-based workflow
engine
• Design in Studio
• Deploy on Nuxeo
Platform
• Plugged into the form
engine
• Plugged into Automation

7. Main Use Cases
7
• Simple to complex validation
of documents, cases or media
assets
• Signature workflow
• Form digitization
• Content-centric
organizational processes
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8. Functional Tour
8

9. Parallel Review
9
• For organizing reviews /
validation of documents
• Allows multiple people to
review at the same time

10. Key Features (1/2)
10
• The launcher widget
• The graph
• The task and the task form
• Task dashboard
• Notifications
• Traceability
Section
Label
Label
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OK

11. Key features (2/2)
11
• Escalation
• Multi-task node
• Sub-workflow
• Reassignment
• Manual delegation

12. Nuxeo Studio
12

13. Nuxeo Studio for Configuration
13
• Document Types Configuration
• Form Management
• Browsing Logic and Application Views
• Automation: Business Logic
• and Workflow !

14. Nuxeo Studio Deployment Model
14
‣ No coding required
‣ Generates a bundle
adapted to present
and future versions of
the Nuxeo Platform

15. Tour of the Workflow Feature
15
• Review all the tabs
• Review all the nodes

16. Learn The Basics
16

17. Our Scenario: Mission Order
17
A purchase order is received, the document is assigned to the
staffing committee who will either ask for more information or
assign to someone for fulfilling the mission.

18. Declare Users
18
• In the Nuxeo Platform, we create
• John: a sales guy, who is in charge of a customer
• Jack: part of the staffing team
• Joe: accountancy department
• Bill: consultant
• A group: “staffing-group” who is in charge of all the staffing
considerations. Jack and Joe are part of the staffing group.

19. Empty workflow
19
• Create a workflow “staffing”. Make it do nothing.

20. One task assignment
20
• Once John starts a staffing workflow, it creates a task for
Joe who can only “approve”. This ends the workflow.

21. Assign to a group
21
• Once John starts a staffing workflow, it creates a task for
the group “staffing-group” who can only “approve”. The
directive of the task is “Mission to Staff”. When clicking on
“Approve”, it ends the workflow.

22. Understand buttons and transitions
22
• The staffing group can either click on “assign” or on “ask
for more information”.
• If the user clicks on “assign”, it assigns a task to Bill with the
directive “New Mission”.
• If the user clicks “ask for more information”, it creates a task for
John, the sales guy (using user:john). On that task John can
only click on “Task completed” button, which recreates a task
for staffing-group with directive “Mission to Staff” (so no new
node is added here, we’re just pulling a transition on existing
node.

23. Fetch user input
23
• When a member of the staffing-group clicks on “Assign”,
he should be able to add :
• A date of intervention
• Some more instructions for the consultant
• Number of days to spend on the mission
• This information should then be displayed to Bill on the
task

24. Assign to a dynamic user
24
• Let the staffing group decide the identity of the
consultant

25. Leverage Automation
25
• When the staffing group asks the sales guy for more
information, a custom audit entry should be logged on
the document: “Staffing refused”.