Guide Workflow Engine.NET

Transcription

1 WorkflowEngine.NET 1.5 Guide Workflow Engine.NET OptimaJet

2 Сontent 1. Intro 3 2. Core How to connect WorkflowRuntime Scheme DB Interfaces Life cycle Designer Server-side Client-side Toolbar Activities Transitions Actors Commands Parameters Timers Code actions Creating a scheme F.A.Q HOW TO SET A PROCESS STATUS? HOW TO CREATE A DOCUMENT HISTORY FOR STATUS CHANGES? HOW TO OBTAIN PROCESS LISTS FOR INBOX/OUTBOX FOLDERS? HOW TO CREATE PARALLEL APPROVAL WITHIN A SINGLE STAGE? HOW TO CREATE "WAIT FOR CONDITION"? 26 sales@optimajet.com OptimaJet

3 1. Intro WorkflowEngine.NET - component that adds workflow in your application. It can be fully integrated into your application, or be in the form of a specific service (such as a web service). The benefits of using WorkflowEngine.NET: Designer of process scheme in web-browser (HTML5) High performance Quick adding to your project workflow Autogenerate incoming list Change the scheme process in real-time Database providers: MS SQL Server, MongoDB, RavenDB. WorkflowEngine.NET is perfect for: Adding workflow in your application with minimal changes to your code The process of challenging and \ or frequently changing Some modules or some applications need to change the status of the documents sales@optimajet.com OptimaJet

4 2. Core The core supports the following basic workflow functions: Creating processes Defining the current state Receiving commands accessible to the user Executing commands Forcing set state Impersonation Schema versioning Localization A document scheme is presented as an XML that can be modified manually or via a designer. The engine uses two-stage scheme processing: a basic schema and a schema of process. The schema is used as a basic processing method. The schema are stored in the WorkflowScheme table. The schema of process is generated based on the workflow group scheme processes with the help of IWorkflowGenerator. The group of processes can be differentiated by the scheme code and the set of parameters for generation. The schema of processes are stored in the WorkflowProcessScheme table. For impersonation (i.e. to execute commands on behalf of another person), use an additional parameter: impersonatedidentityid. The route is specified by a set of Activities and Transitions. In Activity, indicate the document status, a set of methods that must be executed when a document reaches a specific Activity. In Transition, indicate possible transitions between Activities, transition limitations, and events that cause a transition. The rules for changing Activities: 1. To execute a route, begin with an Activity marked as Initial. The system changes the status of the process to this Activity. 2. To set the status in Activity, the system consistently calls all Actions from Implementation block ( Pre-ExecutionImplementation in Pre-Execution mode). 3. Each outgoing Transition requires a check for an automatic change. For this, the system uses the Conditions block to look for Transitions with an Auto type. If such a transition is possible, the system automatically moves the document into a linked Activity. If a transition is not possible, the document remains in the same Activity. 4. If an Activity is marked as Final or an Activity has no outgoing Transitions, then the process changes its status to Finalized. Otherwise the process becomes Idle. 5. At each stage, the available commands are defined on the basis of the current Activity and conditions for Restrictions in linked Transitions. 6. When executing a command (or by using a trigger), the system checks the possibility for a specified user to make a transition based on the data from Conditions block. If a transition is possible, the document moves into the next Activity. 7. In the event of process errors, the document changes its status to Terminated. 8. You can change the Finalized or Terminated processes by calling the SetState method How to connect Steps for connection the engine to your project: sales@optimajet.com OptimaJet

5 Implementation of interface: IWorkflowRuleProvider, IWorkflowActionProvider Create WorkflowBuilder Create WorkflowRuntime Implementation of interface: IWorkflowRuleProvider, IWorkflowActionProvider IWorkflowRuleProvider - Interface of provider for Rules public interface IWorkflowRuleProvider { List<string> GetRules(); bool Check(Guid processid, string identityid, string rulename, string parameter); IEnumerable<string> GetIdentities(Guid processid, string rulename, string parameter); } IWorkflowActionProvider - Interface of provider for Actions public interface IWorkflowActionProvider { void ExecuteAction(string name, ProcessInstance processinstance, WorkflowRuntime runtime, string actionparameter); bool ExecuteCondition(string name, ProcessInstance processinstance, WorkflowRuntime runtime, string actionparameter); List<string> GetActions(); } Create IWorkflowBuilder IWorkflowBuilder builder = new WorkflowBuilder<XElement>( new DbXmlWorkflowGenerator(connectionString), new XmlWorkflowParser(), new DbSchemePersistenceProvider(connectionString) ).WithDefaultCache();,where connectionstring - connection string for database-provider Create WorkflowRuntime WorkflowRuntime runtime = new WorkflowRuntime(new Guid("{8D38DB8F-F3D5-4F26-A989-4FDD40F32D9D}")).WithBuilder(builder).WithActionProvider(new WorkflowActions()).WithRuleProvider(new WorkflowRule()).WithPersistenceProvider(new DbPersistenceProvider(connectionString)).WithTimerManager(new TimerManager()).WithBus(new NullBus()).SwitchAutoUpdateSchemeBeforeGetAvailableCommandsOn().Start(); 2.2. WorkflowRuntime The basic operations: Create the instance Getting the list of available commands Execution of the command Getting the list of available states to set Set State sales@optimajet.com OptimaJet

6 Create the instance Function: WorkflowRuntime.CreateInstance Purpose: Create instance of process. public void CreateInstance( string schemecode, Guid processid, string identityid, string impersonatedidentityid, IDictionary<string, object> parameters) Parameters: # Parameter name Type Description schemecode Code of the scheme 1 processid Guid The process id for which it is necessary to obtain a list of commands 2 identityid string The user id who create the instance 3 impersonatedidentityid string The user id for whom the instance is create 4 parameters IDictionary<string, object> The parameters for creating scheme of process. Getting the list of available commands Function: WorkflowRuntime.GetAvailableCommands Purpose: Returns the list of available commands for current state of the process and known user Id. public IEnumerable<WorkflowCommand> GetAvailableCommands( Guid processid, IEnumerable<string> identityids, string commandnamefilter = null, Guid? mainidentityid = null) Parameters: # Parameter name Type Description 1 processid Guid The process id for which it is necessary to obtain a list of commands 2 identityids IEnumerable<string> The users ids for which it is necessary to obtain a list of commands 3 commandnamefilter string The name of the command which should be checked. If the field is not specified, function checks access to all commands 4 mainidentityid string? The main user id sales@optimajet.com OptimaJet

7 Execution of the command Function: WorkflowRuntime.ExecuteCommand Purpose: The call will execute the command. public void ExecuteCommand( Guid processid, string identityid, string impersonatedidentityid, WorkflowCommand command) Parameters: # Parameter name Type Description 1 processid Guid The process id 2 identityid string The user id who executes the command 3 impersonatedidentityid string The user id for whom the command is executed 4 command WorkflowCommand WorkflowCommand to execute Getting the list of available states to set Function: WorkflowRuntime.GetAvailableStateToSet Purpose: Returns the list of available states, that can be set through the SetState function. public IEnumerable<WorkflowState> GetAvailableStateToSet ( Guid processid, CultureInfo culture) Parameters: # Parameter name Type Description 1 processid Guid The process id for which it is necessary to obtain a list of states 2 identityids CultureInfo Culture for the name of the state localization Set state Function: WorkflowRuntime.SetState Purpose: The call will set state for the process. public void SetState( Guid processid, string identityid, string impersonatedidentityid, WorkflowCommand command) sales@optimajet.com OptimaJet

8 Parameters: # Parameter name Type Description 1 processid Guid The process id 2 identityid string The user id who executes the command 3 impersonatedidentityid string The user id for whom the command is executed 4 state string state to execute 5 parameters IDictionary<string, object> The parameters for set state of process. A more complete list of the methods listed in the table below: sales@optimajet.com OptimaJet

9 # Method Description 1 CreateInstance Create instance of process 2 ExecuteCommand Executing of the command 3 GetAllActorsForAllCommandTransitions GetAllActorsForDirectAndUndefinedCommandTransitions GetAllActorsForDirectCommandTransitions GetAllActorsForReverseCommandTransitions Getting Actors 4 GetAvailableCommands Getting the list of available commands 5 GetAvailableStateToSet 6 GetCurrentActivityName 7 GetCurrentStateName 8 GetInitialCommands 9 GetInitialState 10 GetLocalizedCommandName GetLocalizedCommandNameBySchemeId GetLocalizedStateName GetLocalizedStateNameByProcessName GetLocalizedStateNameBySchemeId 11 GetProcessInstanceAndFillProcessParameters 12 GetProcessScheme Getting ProcessScheme 13 GetProcessStatus Getting status of process 14 IsProcessExists Check whether a process exists 15 PreExecute PreExecuteFromCurrentActivity PreExecuteFromInitialActivity Start preexecution mode 16 SetSchemeIsObsolete Set flag IsObsolete for schema of process 17 SetState Forcing set state 18 UpdateSchemeIfObsolete Updating obsolete schemes 19 DisableActionCode For disable Code actions Scheme Workflow process scheme represented as XML. Workflow scheme described by the following sections: Activities Transitions Actors Commands Timers Parameters sales@optimajet.com OptimaJet

10 Localization The schema are stored in table: WorkflowScheme. The schema of processes are stored in table: WorkflowProcessScheme. The schema of process updates when setting the flag IsObsolete DB Interfaces Available providers of databases: MS SQL Server / AsureSQL MongoDB RavenDB Oracle MySQL PostgreSQL If you are using a different database, you need to implement interfaces: IPersistenceProvider ISchemePersistenceProvider IRuntimePersistence IWorkflowGenerator Typical db objects: # DB Objects Description 1 WorkflowProcessScheme Contains snapshot of process scheme, taken at the moment of creating new process. Used for versioning of schemes. 2 WorkflowProcessInstance Contains main parameters of the process, such as current state, previous state etc. 3 WorkflowProcessInstancePersistence Contains user defined parameters of the process marked as "Persisted". 4 WorkflowProcessInstanceStatus Contains information about process execution status (running or idled). 5 WorkflowProcessTransitionHistory Contains history of the process transitions. 6 WorkflowProcessTimer Contains active timer of process. 7 WorkflowRuntime Will be presented in future versions. 8 WorkflowScheme Contains master schemes for creating new processes 9 WorkflowGlobalParameter Contains global parameters 10 spworkflowprocessresetrunningstatus All processes will be marked as idled after execution of this stored procedure. 11 DropWorkflowProcess Deletes all information about the process. 12 DropWorkflowProcesses Deletes all information about the processes. sales@optimajet.com OptimaJet

11 2.5. Life cycle # Stage Desctiption 1. Creating a process starts by calling CreateInstance and specifying the code of scheme and generation parameters. The engine then looks for an existing schema with specified parameters. If there is a similar but obsolete scheme, or if the scheme does not exist, the core then creates a new process scheme with the help of IWorkflowGenerator. 1 Create Once the scheme is created, the following records are added to the tables: WorkflowProcessInstance - main parameters of the process, such as current state, previous state etc. WorkflowProcessInstancePersistence - user defined parameters of the process marked as "Persisted". WorkflowProcessInstanceStatus - information about process execution status. 2. The process status is marked as Initialized. 3. Actions from the Implementation section are executed consistently. 4. The process status is marked as Idle. 2 Idle Wait state. 3 Pre-Execution A special mode to ensure a consistent transition through all document statuses, while executing Actions from the Pre-Execute Implemetation block. The mode is used to create the next stages of document. To initialize the mode, call PreExecute (PreExecuteFromCurrentActivity/ PreExecuteFromInitialActivity). The process status remains unchanged. A mode to execute either a transition upon command, or a timed or automatic transition. 4 Execute Continuity: 1. Check for user access to the operation. 2. Check for the state of the document (execution continues if the status is Idle ). 3. Transition into the next Activity, updating process parameters in WorkflowProcessInstance and creating a record in WorkflowProcessTransitionHistory. 4. Consistent execution of all Actions from the Implementation block. 5. Setting the status to Idle. 6 Set state Setting the state is only available in the Activities marked as Set state. To call, use SetState. The process status remains unchanged. sales@optimajet.com OptimaJet

12 # Stage Desctiption The document moves to this stage if its scheme is marked as IsObsolete. In this case, the system updates the scheme of process. 7 Updating scheme An automatic update of the process scheme is only possible in Activity marked as Auto scheme update. The process status remains unchanged. 8 Terminated 9 Finalized The document moves to this stage in the event there are process errors. In WorkflowProcessInstanceStatus the document receives the status Terminated. The document moves to this stage, only after it reached the Activity marked as Final or Activity without any outgoing Transitions. In WorkflowProcessInstanceStatus, the document receives the status Finalized. sales@optimajet.com OptimaJet

13 3. Designer The product provides a completely web-based designer that can be used to visually model your business processes. Designer supports HTML5. You can use any compatible browser. 3.1.Server-side To process server operations must be routing out in the method of requests: WorkflowInit.Runtime.DesignerAPI. Example for ASP.NET MVC: public ActionResult API() { Stream filestream = null; if (Request.Files.Count > 0) filestream = Request.Files[0].InputStream; var pars = new NameValueCollection(); pars.add(request.params); if(request.httpmethod.equals("post", StringComparison.InvariantCultureIgnoreCase)) { var parskeys = pars.allkeys; foreach (var key in Request.Form.AllKeys) { if (!parskeys.contains(key)) { pars.add(request.form); } } } } var res = WorkflowInit.Runtime.DesignerAPI(pars, filestream, true); if (pars["operation"].tolower() == "downloadscheme") return File(UTF8Encoding.UTF8.GetBytes(res), "text/xml", "scheme.xml"); return Content(res); Type of server operations is defined in the parameter operation: load save uploadscheme downloadscheme 3.2.Client-side Required: JQuery JQuery.treeTable KineticJS v 5 ACE ( Using begins with the creation of the object: WorkflowDesigner: var wfdesigner = new WorkflowDesigner({ name: 'simpledesigner', apiurl: '/Designer/API', renderto: 'wfdesigner', sales@optimajet.com OptimaJet

14 }); imagefolder: '/images/', graphwidth: 1200, graphheight: 800 # Parameter Description 1 name Name 2 apiurl Url API 3 renderto DIV 4 graphwidth Width 5 graphheight Height Load data from server: wfdesigner.load({ schemecode: <SampleWF> }); Parameters: schemecode processid schemeid Show custom data: wfdesigner.data = data; wfdesigner.render(); Create a new scheme: wfdesigner.create(); Save: wfdesigner.schemecode = schemecode; wfdesigner.save(function () { alert('the scheme is saved!'); }); Validation: wfdesigner.validate(); For localization of use WorkflowDesignerConstants. sales@optimajet.com OptimaJet

15 3.3.Toolbar Button Create activity Copy selected Delete Move Zoom In Zoom Out Zoom and position default set Auto arrangement Actors Commands Parameters Localization Timers CodeActions Additional Parameters Comment Create an activity Coping selected items Deleting selected items Move Zoom in Zoom out Zoom and position default set Auto arrangement Opening window Actors. Opening window Commands. Opening window Parameters. Opening window Localization. Used to define the localized names of: state, command, parameter. Opening window Timers. Used to define the timers. Opening window CodeActions. Used to define the custom action code. Opening window Additional Parameters (IsObsolete, Defining parameters, Process parameters). 3.4.Activities In Activity, indicate the document status, a set of methods that must be executed when a document reaches a specific Activity. The item is displayed as a rectangle. sales@optimajet.com OptimaJet

16 # Item Description 1 Name Name of current activity 2 State State of current activity 3 Delete Deleting this activity 4 Create activity and transition Create new Activity and Transition (From: current activity; To: new activity) 5 Create transition Create new Transition (From: current activity) When you double-click on the rectangle opens editing form. # Attribute name Description 1 Name Name 2 State State name 3 Initial The flag that specifies the initial status 4 Final The flag that specifies the final status 5 For set state Determines possibility to set this state through the function "Set State" 6 Auto scheme update Determines that if process scheme obsolete Workflow Runtime will try upgrade it automatically 7 Implementation Describes a set of Action*, which will be executed in case of the execution of Activity 8 PreExecution Implementation Activities which running when PreExecute method in WorkflowRuntime is called * List of action gets through the IWorkflowActionProvider. sales@optimajet.com OptimaJet

17 3.5.Transitions In Transition, indicate possible transitions between Activities, transition limitations, and events that cause a transition. # 1 Touch points Pulling these elements can be associated with other selected Activity. 2 Active point Indicates the type of transition*. When you double-client opens a form of editing. 3 Delete button Delete. *Type of Transition: sales@optimajet.com OptimaJet

18 # Attribute name Description 1 Name Name 2 From activity Source Activity name 3 To activity Destination Activity name 4 Classifier Classifier to determine the direction of the document's movement. For example, in case of denial. Available values: 1. NotSpecified 2. Direct 3. Reverse 5 Restrictions It's used to authorize current user for execute command 6 Triggers Impacts, leading to the execution of the transition. Type of impact: 1. Auto 2. Command 3. Timer 7 Conditions Conditions that must be true, for execution of the transition. Type of condition. 1. Always 2. Action* 3. Otherwise 8 Is fork A transition with this flag starts or ends a subprocess. 9 Merge subprocess via set state Merging a parent process and a subprocess occurs via set the current activity of the parent process to the final activity of the subprocess. 10 Disable parent process control Disable auto-removing of a subprocesses if a parent process was set to an activity where the subprocess can not exist. * List of action gets through the IWorkflowActionProvider. sales@optimajet.com OptimaJet

19 Name Description AA Auto Always Automatic transition, executed at all times. AC Auto Condition Automatic transition, executed if a chosen Action returns a True response. AO Auto Otherwise Automatic transition, executed if other transitions not execute. CA Command Always Transition upon command, executed at all times. CC Command Condition Transition upon command, executed if a chosen Action returns a True response. CO Command Otherwise Transition upon command, executed if other transitions not execute. TA Timer Always Timer Transition, executed at all times. TC Timer Condition Timer Transition, executed if a chosen Action returns a True response. TO Timer Otherwise Timer Transition, executed if other transitions not execute. 3.6.Actors Used to define the Actors. Used in Transition-Restrictions. # Attribute name Description 1 Name Name 2 Rule List of action gets through the IWorkflowRuleProvider 3 Value Parameter for IWorkflowRuleProvider 3.7.Commands Used to define the commands. sales@optimajet.com OptimaJet

20 # Parameter Description 1 Name Name 2 Input Parameters Parameters 3.8.Parameters Used to define the parameters. # Parameter Description 1 Name Name 2 Type.NET-type 3 Purpose Available values: 1. Temporary - parameter retains its value during the execution of command and is not stored in the database (persistence store) 2. Persistence - parameter always retains its value and stored in the database (persistence store); 3. System - parameter is the part of workflow engine 4 DefaultValue Default value 3.9.Timers Used to define the Timers. # Attribute name Description 1 Name Name 2 Type Types of timer: 1. Interval 2. Time 3. Date 4. DateAndTime 3 Value Use UTC format: 12/16/ :50:00 12/17/ :51:00 For type Interval: integer value in milliseconds. For custom culture use: WorkflowRuntime.SchemeParsingCulture. 4 Do not override timer if exists Do not reset the timer, if the previous Activity was with the same timer. sales@optimajet.com OptimaJet

21 3.10.Code actions Used to define the custom actions. # Attribute name Description 1 Name Name 2 Type Types of Code actions: 1. Condition 2. Action 3. RuleGet 4. RuleCheck 3 Is global Global flag. If the flag is set, then code actions may be use in other scheme. 4 Edit code Implementation in a code If you click on the button «Edit code», then open window. If you click on «Compile», then engine can try compile the code on server and will show the result. sales@optimajet.com OptimaJet

22 The block «Usings» use for define current namespaces. Required namespaces: OptimaJet.Workflow OptimaJet.Workflow.Core.Model For disable this function use the method: DisableActionCode in WorkflowRuntime OptimaJet

23 3.11.Creating a scheme We recommend adhering to the following order when creating a process scheme: 1. Create Actors, Command, and Timers. 2. Create the first Activity marked as Initial. 3. Create Activities, in which the document can move from the current Activity. Link the current and new Activities with the help of Transitions. 4. For each new Activity indicate: 4.1. In the State field the name of a document s status If the status can be forcefully moved into a particular state, then check the box For set state If a scheme may be updated in this Activity, then check the box Auto scheme update Fill in the Action calls in the boxes Implementation and Pre-ExecutionImplementation. Methods from the Implementation box will be called, when the document moves to a respective Activity (in Pre-Execute mode, methods from the Pre-Execution Implementation box will be called). If you use the constructor functionality to build a concordance history, then you need to add the appropriate methods in the data blocks (in our example, these are UpdateTransitionHistory and WriteTransitionHistory, respectively). 5. For each new Transition: 5.1. Indicate the value of the Classifier. Use Direct or Reverse for direct or reverse Transitions, respectively In the Restrictions block, indicate Actors with access rights for this Transition. When several Conditions are indicated, they are grouped by AND. This function is available for Trigger type equal Command In the Triggers block, indicate the type of operation (as per p. 3.5) that initiates a Transition In the Condition block, indicate the type of Condition (as per p. 3.5) that helps define the possibility of a Transition and choose an appropriate Transition Type. 6. If each new Activity contains possible Transitions, repeat pp. 3 6 for each Activity. If these Activities are final, mark them as Final. 7. Create Parameters and indicate them in the appropriate Commands. 8. Create Localization. 9. The workflow is ready! sales@optimajet.com OptimaJet

24 4. F.A.Q. 1. HOW TO SET A PROCESS STATUS? Subscribe to ProcessStatusChanged event in WorkflowRuntime. This event is called when the process status is changed. To get the name of the status use: e.processinstance.currentstate To get the name of the status in your locale use GetLocalizedStateName method: var nextstate = WorkflowInit.Runtime.GetLocalizedStateName(e.ProcessId, e.processinstance.currentstate); Following this, set the status value in your database. 2. HOW TO CREATE A DOCUMENT HISTORY FOR STATUS CHANGES? 1. Register two functions in IWorkflowActionProvider The first function (WriteTransitionHistory) is for making a list.* 1.2. The second function (UpdateTransitionHistory) is for adding a current action into the table of changes history. 2. Add these functions into Implemtation and Pre-Execute Implementation units for each Activity that defines the document status. 3. Subscribe to ProcessStatusChanged event in WorkflowRuntime. In the command handler, do the following: 3.1. Delete empty history fields (if exists) Call PreExecuteFromCurrentActivity method in WorkflowRuntime. *Use the process Instance.IdentityIds to form a list of potential approvers. Example of method for PreExcute Implementation: public static void WriteTransitionHistory(ProcessInstance processinstance, string parameter) { if (processinstance.identityids == null) return; var currentstate = WorkflowInit.Runtime.GetLocalizedStateName(processInstance.ProcessId, processinstance.currentstate); var nextstate = WorkflowInit.Runtime.GetLocalizedStateName(processInstance.ProcessId, processinstance.executedactivitystate); var command = WorkflowInit.Runtime.GetLocalizedCommandName(processInstance.ProcessId, processinstance.currentcommand); using (var context = new DataModelDataContext()) { GetEmployeesString(processInstance.IdentityIds, context); var historyitem = new DocumentTransitionHistory { Id = Guid.NewGuid(), AllowedToEmployeeNames = GetEmployeesString(processInstance.IdentityIds, context), sales@optimajet.com OptimaJet

25 } } DestinationState = nextstate, DocumentId = processinstance.processid, InitialState = currentstate, Command = command }; context.documenttransitionhistories.insertonsubmit(historyitem); context.submitchanges(); Example of method for Implementation: public static void UpdateTransitionHistory(ProcessInstance processinstance, string parameter) { var currentstate = WorkflowInit.Runtime.GetLocalizedStateName(processInstance.ProcessId, processinstance.currentstate); var nextstate = WorkflowInit.Runtime.GetLocalizedStateName(processInstance.ProcessId, processinstance.executedactivitystate); var command = WorkflowInit.Runtime.GetLocalizedCommandName(processInstance.ProcessId, processinstance.currentcommand); using (var context = new DataModelDataContext()) { var historyitem = context.documenttransitionhistories.firstordefault( h => h.documentid == processinstance.processid &&!h.transitiontime.hasvalue && h.initialstate == currentstate && h.destinationstate == nextstate); if (historyitem == null) { historyitem = new DocumentTransitionHistory { Id = Guid.NewGuid(), AllowedToEmployeeNames = string.empty, DestinationState = nextstate, DocumentId = processinstance.processid, InitialState = currentstate }; } context.documenttransitionhistories.insertonsubmit(historyitem); historyitem.command = command; historyitem.transitiontime = DateTime.Now; if (string.isnullorwhitespace(processinstance.identityid)) historyitem.employeeid = null; else historyitem.employeeid = new Guid(processInstance.IdentityId); } } context.submitchanges(); 3. HOW TO OBTAIN PROCESS LISTS FOR INBOX/OUTBOX FOLDERS? For Inbox: 1. Create a WorkflowInbox table (Id, ProcessId, IdentityId). sales@optimajet.com OptimaJet

26 2. Subscribe to ProcessStatusChanged event in WorkflowRuntime and run the following algorithm: 2.1.Delete all records from WorkflowInbox table for the current ProcessId. 2.2.Using GetAllActorsForDirectCommandTransitions, get IDs of all users who can execute periods in the current Activity. 2.3.Add the necessary records to WorkflowInbox table based on data from p To get the list of incoming processes, filter the IdentityId field in the WorkflowInbox table. 4. To calculate the list of incoming documents, clear the WorkflowInbox table and call GetAllActorsForDirectCommandTransitions for every active process. If there are a lot of active processes, this operation may take a long time. For Outbox: A list of documents agreed upon by the user (or his assistant) can be obtained by filtering WorkflowProcessTransitionHistory table by ExecutorIdentityId and ActorIdentityId fields. 4. HOW TO CREATE PARALLEL APPROVAL WITHIN A SINGLE STAGE? To create a stage with simultaneous concordance among several users, do the following: 1. In IWorkflowRuleProvider, register a rule to check the user access rights to concordance. The access should be defined by taking into account concordances previously executed at this stage. Executed concordances are recorded in WorkflowProcessTransitionHistory table. 2. Add a record into the Actors block with a rule from p Add a cyclical Transition to the current Activity with the following parameters: Trigger Type: Command, Restrictions: Actor from p In IWorkflowActionProvider, register an Action that will check whether or not the stage has been fully concurred. Executed concordances are recorded in WorkflowProcessTransitionHistory table. 5. Add an outgoing Transition to a current Activity with the following parameters: Trigger Type: Auto, Condition Action: Action from p HOW TO CREATE "WAIT FOR CONDITION"? To create a stage with simultaneous concordance among several users, do the following: sales@optimajet.com OptimaJet

27 1. In IWorkflowActionProvider, register a action to check condition. 2. Add Timer "WaitTimer". 3. Add a cyclical Transition to the current Activity with the following parameters: Trigger Type: Timer, Trigger Timer: WaitTimer, Condition Type: Otherwise. 4. Add an outgoing Transition to a current Activity with the following parameters: Trigger Type: Auto, Condition Action: Action from p. 1, Condition Result on PreExecution: True. sales@optimajet.com OptimaJet