Getting Started with Sequence - Exercise May 2016 Product Version 7.5 and above

Transcription

1 PNMsoft Knowledge Base Sequence User Guides Getting Started with Sequence - Exercise May 2016 Product Version 7.5 and above

2 2016 PNMsoft All Rights Reserved This document, including any supporting materials, is owned by PNMsoft Ltd and/or its affiliates and is for the sole use of the PNMsoft customers, PNMsoft official business partners, or other authorized recipients. This document may contain information that is confidential, proprietary or otherwise legally protected, and it may not be further copied, distributed or publicly displayed without the express written permission of PNMsoft Ltd. or its affiliates. PNMsoft UK 38 Clarendon Road Watford Hertfordshire WD17 1JJ Tel: +44(0) Website:

3 TABLE OF CONTENTS Introduction... 1 Creating a New Workflow... 2 Creating a Form Activity... 4 Adding Fields to the Form... 8 Adding a Combo Box...10 Adding Additional Activities to the Workflow Adding Permissions Validating and Debugging the Workflow Run the Workflow in Flowtime... 20

4 Introduction Sequence enables Citizen Developers to quickly build workflows that achieve business goals. This guide demonstrates how to create a basic Service Request workflow. Scenario: A customer service agent receives a service request from a customer. This form enables the agent to enter the customer s name, the details of the request and its priority. Afterwards, a manager approves the request, and a field agent provides the service. The customer is notified that the service has been completed. The major steps you will perform are: 1. Creating a new Workflow 2. Creating a Form Activity 3. Adding Fields to the Form 4. Adding More Activities 5. Validation and Debugging 6. Running the Workflow in Flowtime Getting Started with Sequence Page 1

5 Creating a New Workflow To create a new workflow: 1. From the Administration, click Create a New Workflow. The New Workflow Creation window appears. Create New Workflow New Workflow Creation 2. Add a Name, Alias and a Description for your workflow and click Next. The Name is the name that will appear in Administration, the Alias is the name of the workflow which will appear in Flowtime (Runtime). Getting Started with Sequence Page 2

6 The App Studio appears. The App Studio is the visual canvas where you design your workflow application. App Studio You can add activities to the workflow from the Toolbox on the left, and view workflow and activity properties from the Properties area on the right. On the top is a Ribbon enabling you to perform common actions. Getting Started with Sequence Page 3

7 Creating a Form Activity Now you add a Form to the workflow canvas, to enable the service agent to enter the Service Request details. To add a form activity to the workflow canvas: 1. From the Toolbox, click the Form activity. A Form activity is added to the Workflow Canvas. 2. Drag and drop the Form activity below the Start activity. 3. Click the Start activity, hold down the mouse clicker, and drag a link to the Form activity. Release the clicker. The two activities are connected. (For versions prior to 8.x - Click the Start activity, hold down Ctrl, and click the Form activity. Then click Connect from the top ribbon.) Workflow Canvas Connecting Activities Getting Started with Sequence Page 4

8 4. Double-click the Form activity OR right-click and select Edit. The Form Activity Properties screen appears. Form Activity Properties 5. Enter the Form s Name, Alias, and Description as seen above and click Next. The Form Definition screen appears. Form Definition Screen Getting Started with Sequence Page 5

9 This screen enables you to selection the Form Creation Method. The simplest creation method is the default, First define view. This method enables you, a Power User, to first create the Form s view and then to add fields to it. (See the UX Studio Getting Started guide, for more information on the other options.) 6. Click Next. The Creation Mode selection window is displayed. Creation Mode Selection 7. Select from the list of pre-made Form templates (eg. 1 Column (a)). Note: Resposive templates are marked with an R. Getting Started with Sequence Page 6

10 8. Click Finish, and your Form View is generated based on the template you selected: Form View is Generated Getting Started with Sequence Page 7

11 Adding Fields to the Form Now you can add fields to your form. To add a field: 1. Click one of the cells, and from the Toolbox, click Text Box. A Text Box field is added to the form. Adding a Text Box 2. Now you must connect the new field to a Data Source (this enables Sequence to save data entered by users). To do so, open the field s Easy Menu, and select New field. Connect Field to Data Source Getting Started with Sequence Page 8

12 3. The Data Fields window opens, where you can define the field s name and type: Data Fields Screen 4. Define the Field s Name (e.g. Name ) and Type (e.g. Text(String)) and click OK. 5. To edit the field s Label, click the Label to the left of the field, and in the Properties area, edit the Label text. Edit Label Getting Started with Sequence Page 9

13 Use the steps above to add fields for the customer s Worker ID (a text field), Name (a text field), the Date of the request (a date picker field), and Request details (a text area field). Once done, your form should look like this: Form with Fields Adding a Combo Box Now you need to add a combo box for the Service Request s priority level. To make room for the combo box, add a new cell below the Request cell as follows: Add New Cell Getting Started with Sequence Page 10

14 To add a combo box: 1. Add a new Label and Combo Box field to your form from the toolbox. Adding Label and Combo Box Controls 2. Connect the combo box to a Data Field, by selecting Data Field > New Field from the Easy Menu. Connect to Data Model Getting Started with Sequence Page 11

15 3. In the Data Fields screen, give the combo box a name (e.g. Priority ) and select Type: Text (String). Click OK. Define Data Field 4. From the combo box control s Easy Menu, click Edit Choices to enter the combo box values (this is just the simplest way - there are other options available for importing values from data sources such as lookup tables). Edit Choices Getting Started with Sequence Page 12

16 The Edit Choices window opens: Edit Choices 5. Here you can click Add Choice to enter combo box values (e.g. High, Medium, Low). You can set one choice as the Default. Use the arrows to re-order the choices, and click to delete a selected choice. Edit Choices Getting Started with Sequence Page 13

17 6. Edit the combo box s Label to read: Priority. Now that you have finished, your Form looks like this: Completed Form Getting Started with Sequence Page 14

18 Adding Additional Activities to the Workflow Now you are ready to add additional activities to the Workflow (e.g. Tasks, Messages, Flow Activities). Read the guides in the links below for instructions on how to define these activities. 1. Tasks: Add a task for a manger to approve the service request. Add a second task for a field agent to complete the request. 2. Message: Add a message to notify the customer that his request has been completed. 3. IfElse: Add an IfElse activity between the Form and the first Task. If the request is High priority, route the workflow to the first Task, if not, route it directly to the second Task. Once done, connect the activities together, and your Service Request workflow is complete. Completed Workflow Getting Started with Sequence Page 15

19 Adding Permissions You must add permissions for your user in order to run the workflow. To add permissions: 1. From the top ribbon, Manage tab, click Set Workflow Permissions. Set Workflow Permissions The Workflow Permissions screen appears: Workflow Permissions Screen Getting Started with Sequence Page 16

20 2. Click Add User Permissions. The Assign User Permissions screen appears, enabling you to select users: Select Users 3. Select your User from the dropdown list on the left. Double-click it so that it moves to the box on the right and click OK. 4. In the Permissions dropdown list, select Full Control. 5. Select Propagate to Activities. Assign User Permissions Getting Started with Sequence Page 17

21 6. Click OK. You can see that your user s permissions to the workflow have been added. 7. Click Done. Workflow Permissions Assigned Your user now has permissions to run the workflow and its activities in Flowtime (Sequence runtime environment) or in the Debugger. Getting Started with Sequence Page 18

22 Validating and Debugging the Workflow Once the workflow is complete, click Development > Validate from the top ribbon. Sequence validates your workflow and detects errors and other issues. Please fix these issues before continuing. Validation Now click Debug to Debug the workflow. See the Debugging Guide for more details. Getting Started with Sequence Page 19

23 Run the Workflow in Flowtime Once you have solved any errors, open Sequence Flowtime and run your Service Request workflow: Running a Process Users can execute the process Forms and Tasks in Flowtime s Process Execution window: Process Execution Window Getting Started with Sequence Page 20