BizFlow Introduction Course Exercise Guide
Exercise 1 Design a process and save it to the desktop The objective of this exercise is to understand how to design a process off-line and save it to your desktop. Completed Process NOTE: BEFORE STARTING THESE EXERCISES, BE SURE TO SET THE PREFRENCES IN BPS TO SET THE INITATOR AS THE DEFAULT PARTICIPANT 1. Open BPS (BizFlow Process Studio) by double clicking the icon on the desktop BizFlow Introduction Course Exercise Guide 2
2. Click the Process Icon on the top menu bar to launch the Modeler. 3. Click OK when the pop-up window comes up. 4. Drag 2 human activities, a none start and terminate end activity from the palette to the process canvas. 5. Link the activities by using the line and HVline. Click the line from the menu first and place your mouse over the activity you are starting from and drag to the other activity and release. You process should look like the screen shot below. 6. Double click <Activity 1> and you can renamed the activity. Change the names as shown in the screen below. BizFlow Introduction Course Exercise Guide 3
7. Double click the swim lane labels and change them to Employee and Manager. You can right click to delete a lane. Do the same with the Pool 1 to name the process itself. 8. Then double click the transition lines and label them with Approve and Disapprove. 9. From the File Menu, select Save Local and save the Model as My Second Process Your Name ie: My Second Process Daniele. This will create a file on your desktop or whatever location you browse to to save the file. Select Save Local BizFlow Introduction Course Exercise Guide 4
Exercise 2 Annotating a process and creating a document The objective of this exercise is to understand how to annotate (add notes) to a process and output a document of the process. Open BPS, Launch the Process Modeler as you did in Exercise 1. From the Process Modeler File menu, select File open local and locate and the process you just created on the desktop. (It is a.wdl file). Select it to open it in the modeler. 1. Add text annotations using either the Static Text or Text Annotation using the icons on the designer tool bar. To resize the text window use the ctrl key and pull the text window. You can change the color of the text by right clicking on the text. BizFlow Introduction Course Exercise Guide 5
2. Color code the disapproval transition line by double clicking on it and selecting its property tab. You can also change the icon of the manager activity by double clicking the activity, clicking the iocn tab from the property window. Navigate to the Plan foler and click an icon, then click OK. BizFlow Introduction Course Exercise Guide 6
3. Go to the Tools Menu of the Process Modeler and select Documentation. 4. In the pop-up window at the left, select (check) Process, Activity and Event or you may click the Select all items check box. BizFlow Introduction Course Exercise Guide 7
5. On the right, keep the default setting for File Type HTML 6. Click the enabled Browse button Navigate to the desktop in the window that pops up Enter a name for your document Save it to your desk top by clicking OK. The resulting document should pop up. 7. Try different check box options for example select only the Process Flow 8. Once you have generated a document from the File Menu select Save Local again. This will over write the previous file you created in exercise 1. BizFlow Introduction Course Exercise Guide 8
Exercise 3 My first on-line published process The objective of this exercise is to design a process and save it to the server so a) a project team can access it and potentially collaborate on it (using check in and check out) b) you can add attributes so that the model can be executed (initiated and run through the web client) 1. Launch the BizFlow Process Studio and Right-Click on the server icon and select Connect. 2. Enter your ID and password and click OK 3. Navigate to your Project Folder 4. Right-click on the Process Definition folder and select New Process Definition The Process Designer Opens to the right. 5. From the file menu of the Process Modeler, select open local and open your process from the earlier exercise that is on the desktop (or where ever you saved it). Introduction Exercise Guide 9
. 6. Next, Double click the Manager Reviews Form activity in your process and add a Response Group by selecting the the General Tab. Click Response Group Introduction Exercise Guide 10
Click Add Enter a Group Name ie: Approval Click Add and enter Approve Repeat for Disapprove Click OK Click OK Again Click OK Again 7. Now you can use this response and add it as a Condition to the transition from Manager to the end point or back to the Employee. Double click on the transition line that connects the Manager Reviews Activity to the end point. Enter a Name Approve Introduction Exercise Guide 11
For Condition Type select simple Select the Response Tab Select the Manager Reviews Activity and Response Approve Click Add Click OK Introduction Exercise Guide 12
8. Set a condition the same way for the disapprove path by double clicking the line from Manager Reviews back to Employee Completes. Add a disapprove condition by repeating the steps above but using Disapprove as the response condition. 9. Click the Add to server icon on the Process Designer menu to add the process to the server. 10. Navigate to the Training Project. Type the Name of Your process ( My First Process Daniele ) 11. Make sure the process Status is Publishable (On the process properties under file menu) 12. Click OK 13. To publish the process, right click on the PROJECT and select publish. Follow the 2 step wizard by first selecting the process you want to publish and pushing it to the objects to publish, then in the second step, select the process and which folder to publish it to. Once the Process is Published, disconnect from BPS and login to the Web Client. Introduction Exercise Guide 13
The URL is: https://trainingsvr.bizflow.com 14. Go to the Start New Menu and find your process in the list. Click it to start the process. 15. We did not add a form so the activity opens without any task to perform. However, you can complete the item by clicking complete on the top menu and then in the pop up window click send. Introduction Exercise Guide 14
16. Once the activity is completed a new work item will be in your inbox. The approve task. You can open and complete it. Note, you will see the approve/disapprove response option you defined on the manager reviews form activity. Introduction Exercise Guide 15
Exercise 4: Adding a form and republishing the process In this exercise you will add variables and link a form to the process and republish it. Remember BizFlow has a check in and check out method. When you saved the process to the server, you will now need to check it back out first. You can use the file menu and select check out or just click the icon on the menu bar. The next step in designing the process will be to add data variables. This allows the values collected in the form to be passed to the process and from activity to activity when it goes from one inbox to another ie From the Employee who completes it to the Manager who will be approving it. 1. Right click anywhere in the process canvas or from the file menu you can select process property and then the process variable tab. 2. Click the process instance variable (Name column) and click add. Introduction Exercise Guide 16
3. Add each process variable as shown above then click OK. Be sure they are exact in terms of upper and lower case and type (string or date). 4. Next, link the form by selecting it from the application folder of the Training Examples project. Drag the form to each of the two activities on your process. Introduction Exercise Guide 17
5. Double click each activity and view the application tab to be sure it was set. You should see your form on the right side as shown below. Introduction Exercise Guide 18
6. Verify the Model will work by clicking the verify icon on the process modeler menu. There should be no errors in the window. 7. Publish the process as you did in the last exercise. Introduction Exercise Guide 19
Exercise 5: Gateways In this exercise you will add a gateway to your process. Step 1: Add an additional Human Activity to your model. Name it HR Manager Approves Request. Step 2: Add a XOR gateway to the process and link it to the Manager Approves Activity and the HR Manager Approves Activity. Then Link the HR Manager Approves request to the Manager Approves Request. Introduction Exercise Guide 20
Step 3: Open the gateway by double clicking in it. Set the Outgoing flow that connects to the Manager Approves request to the default path. Step 4: Now set the other path to the simple rule TimeOffType = M Introduction Exercise Guide 21
Check the process back in. Republish the project. Run the process in the web client to test your results. Introduction Exercise Guide 22
Exercise 6: Deadlines and alerts In this exercise you will add a deadline to your process. Check the process out. Step 1: Drag the timer event to the border of the Manager Approves Request Step 2: Double click the manager approves request and select the deadline tab Step 3: Set the screen as shown above setting the type to Work Item Creation Time, the deadline to 5 hours, the start alert to 1 hour before for 5 hours in every 1 hour. Set Type to Priority escalation and escalation value to 1. Then Click Add. Introduction Exercise Guide 23
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Check the process back in. Republish the project. Run the process in the web client to test your results. Introduction Exercise Guide 25