Tutorial for the definition of a workflow

Welcome to the tutorial of workflow-definition with @enterprise. With a job application being used as the example, at first the uses process-definition will be explained. Then instructions are given to load the example-process in your system.

After working through the tutorial, you know how to:
  • load forms
  • load processes
  • edit form-fields
  • create organisational units
  • add organisational units to a hierarchy
  • create users
  • create role-assignments for usesr
  • execute a process
in @enterprise.

Example-process of an application
The figure shows the process-definition of an application for a job. An application-form is routed through the company during the execution of the process. Users can edit the form-fields when an active process step is currently assigned to them.
The process consists of several tasks. In our example the actors of every single tasks are defined via roles. A user can participate in the processing of the job application, if he has been assigned to the appropriate roles.

By activating the link at the end of this page, a presentation will start which illustrates these aspects.

Instruction
This instruction should help you to create the master data which is needed to start the examples job application in @enterprise. The accomplishment of several tasks will be illustrated in accordingly by presentations.

Step 1: Login
Log in as system-administrator on the @enterprise server. Enter the following data at the login mask:

User-Id Password
sysadm digital

Download demo Login on @enterprise server (in German only)
Size: 39 KB | Length: 0:26 minutes
Step 2: Load forms
Two forms are used by the business-process.
Load both of them. Enter the following data for the first form (I) and for the second form (II):

Form-Id Form-name HTML-file
I job_application job_application Installation-path/doc/examples/jobappl.html
II job_applview job_applview Installation-path/doc/examples/jobappl_view.html

The second form is a view wich references the form which was created before. For this purpose you have to select the base form job_application at the beginning of the creation of the second form.

Download demo Loading of forms (in German only)
Size: 169 KB | Length: 1:37 minutes
Step 3: Load the process definition
The process-definition of the example-process is stored in a wdl-file. Activate the checkboxes to facilitate the creation of the used roles and tasks.

Filename: Installation-path/doc/examples/jobappl.wdl
Generating tasks:
Generating roles:

Download demo Loading of processes (in German only)
Size: 111 KB | Length: 1:09 minutes
Step 4: Define properties of form-fields
This optional step shows how to lock and/or fade out form-fields for the editing in a specific task, so that certain data will not be visible to the actor of such a task.

Download demo Editing of form-fields (in German only)
Size: 121 KB | Length: 1:25 minutes
Step 5: Create an organisational unit
Create an organizational unit, where the actors of tasks occupy certain roles. Enter the following data at the new organisational unit:

Name Id
dept dept

Download demo Creating of new OU's (in German only)
Size: 71 KB | Length: 0:40 minutes
Step 6: Add organisational units to an ou-tree
Organisational units are strucutred in hierarchy. Add the organisational unit dept to the ou-tree Default.
Download demo Add OU to OU-tree (in German only)
Size: 61 KB | Length: 0:46 minutes
Step 7: Create the users
The following four users must be created for the example-process:

Id First name Last name
jones Fred Jones
kelly Susan Kelly
smith William Smith
watson Bob Watson

Download demo Creating new users (in German only)
Size: 63 KB | Length: 0:32 minutes
Step 8: Define role-assignments of users
The users need to be assigned to the following roles:

User Role OU Description
jones all thus the user gets default-authorisations
pers dept personnel manager
kelly all thus the user gets default-authorizations
sek dept secretary
smith all thus the user gets default-authorizations
team_leader dept team leader
watson all thus the user gets default-authorizations
manager dept manager - supervisor of the team leader

Download demo Creating role-assignments for a user (in German only)
Size: 190 KB | Length: 1:25 minutes
Presentation
Here you can see how to start this process and how to process an application in @enterprise.

Download demo Processing of a job application in a company (in German only)
Size: 825 KB | Length: 5:35 minutes