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Content Management Platform
For Business Applications

Designing Workflows for the
Nuxeo Platform, Part 2
Alain
Director of Product Management
Nuxeo / The Platform
Drive (bi-directional file
synchronization with the
desktop)

Auth. & Identity
Management kit

!

Form and
Presentation
Engine

Customizable
Web app

Automation

Client
SDKs:

Java

JavaScript

Python

iOS

Android

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

Workflow
Engine

Conversion kit

REST API

WEBDAV

Repository

CMIS

2
Nuxeo / The Company
•

Nuxeo supports customers in creating, building,
maintaining, deploying and operating apps


•

Nuxeo covers the full lifecycle of applications:

•
•

Development Environment: Nuxeo IDE (Eclipse), Maven Tooling


•

Testing Toolset: Unit, Functional (Sl/WebDriver), Performance


•

•

Application Designer: Nuxeo Studio


Deployment tools: Nuxeo Marketplace, Update Center

We focus on the complete experience for our customers,
not just the software you run
3
Agenda

•

Overview of key advanced workflow features

•

Overview of available documentation

•

Learn advanced concepts: Complete our Mission
Staffing Workflow

4
Key Features (Advanced)

5
Key features (Advanced)
‣ Reassignment

‣ Manual delegation

‣ Workflow Automation

‣ Escalation

‣ Multi-task node

‣ Sub-workflow

6
Escalation
!

‣ 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

7
Multi-task node
‣ 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

8
Sub-workflow
‣ 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 subworkflows

9
Overview of Existing
Documentation Resources

10
Workflow Engine
!

‣ 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

11
Studio Designer
!

‣ Link : http://doc.nuxeo.com/x/IwGw

‣ Screen by Screen help

‣ Link : http://doc.nuxeo.com/x/IwGw

‣ Simple workflow step-by-step tutorial

12
Let’s Go!

13
Studio deployment model
• Configuration tool
• No coding required
• Generates a Bundle

14
Our Scenario (Same As Part I)

‣ 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.

15
Implementation
‣ 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

16
What’s Next?
•

Download from
nuxeo.com/download 

•

Upcoming Webinar

•

Building Virtual Navigation
Structures for the Nuxeo
Platform


•

•

For geeks: nuxeo.com/
developers


•

Source code:
nuxeo.github.io/


•

Documentation:
doc.nuxeo.com


•

Questions?
answers.nuxeo.com

Mon, Jan 20

www.nuxeo.com/webinars

Free 30-day trial of
Nuxeo Studio


17
Thank You!

Alain ESCAFFRE
Director of Product Management

e-mail: aescaffre@nuxeo.com

Follow me: @aescaffre

18

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[Webinar] Advanced Workflow Design Techniques

  • 1. / Content Management Platform For Business Applications Designing Workflows for the Nuxeo Platform, Part 2 Alain Director of Product Management
  • 2. Nuxeo / The Platform Drive (bi-directional file synchronization with the desktop) Auth. & Identity Management kit ! Form and Presentation Engine Customizable Web app Automation Client SDKs: Java JavaScript Python iOS Android Ready-to-integrate features (add-ons) ex: comparison, quota, invitation Workflow Engine Conversion kit REST API WEBDAV Repository CMIS 2
  • 3. Nuxeo / The Company • Nuxeo supports customers in creating, building, maintaining, deploying and operating apps • Nuxeo covers the full lifecycle of applications: • • Development Environment: Nuxeo IDE (Eclipse), Maven Tooling • Testing Toolset: Unit, Functional (Sl/WebDriver), Performance • • Application Designer: Nuxeo Studio Deployment tools: Nuxeo Marketplace, Update Center We focus on the complete experience for our customers, not just the software you run 3
  • 4. Agenda • Overview of key advanced workflow features • Overview of available documentation • Learn advanced concepts: Complete our Mission Staffing Workflow 4
  • 6. Key features (Advanced) ‣ Reassignment ‣ Manual delegation ‣ Workflow Automation ‣ Escalation ‣ Multi-task node ‣ Sub-workflow 6
  • 7. Escalation ! ‣ 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 7
  • 8. Multi-task node ‣ 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 8
  • 9. Sub-workflow ‣ 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 subworkflows 9
  • 11. Workflow Engine ! ‣ 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 11
  • 12. Studio Designer ! ‣ Link : http://doc.nuxeo.com/x/IwGw ‣ Screen by Screen help ‣ Link : http://doc.nuxeo.com/x/IwGw ‣ Simple workflow step-by-step tutorial 12
  • 14. Studio deployment model • Configuration tool • No coding required • Generates a Bundle 14
  • 15. Our Scenario (Same As Part I) ‣ 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. 15
  • 16. Implementation ‣ 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 16
  • 17. What’s Next? • Download from nuxeo.com/download • Upcoming Webinar • Building Virtual Navigation Structures for the Nuxeo Platform • • For geeks: nuxeo.com/ developers • Source code: nuxeo.github.io/ • Documentation: doc.nuxeo.com • Questions? answers.nuxeo.com Mon, Jan 20 www.nuxeo.com/webinars Free 30-day trial of Nuxeo Studio 17
  • 18. Thank You! Alain ESCAFFRE Director of Product Management e-mail: aescaffre@nuxeo.com Follow me: @aescaffre 18