escalate 13/12/2008,01:54 17.06 Kb
Summary:
This use case illustrate the functionality of escalation. Escalation is the process of escalating/reassigning the task to different users.
In this example process is initiated by user “examples\msmith”. It creates a task for user “examples/ewilliams” but we have used escalate in our process to escalate task to different user, so task will be available for the user to whom task is reassigned and not for “examples/ewilliams” and then user “intalio/admin” complete the task.
Use case dependencies:
1. start.xform
2. start.xform.xsd
3. result.xform
4. result.xform.xsd
Requirements:
1. Intalio BPMS Deisgner 5.2
2. Intalio BPMS Server 5.2.
Preconditions:
1. Make sure Intalio|BPMS Server is up and running fine.
2. Make sure the Process Explorer pane does not contain any Intalio|BPMS Business Process Project with same name.
Process Download & Import:
1. Download “Escalate.zip”.
2. Go to File > Import...
3. In Import wizard, select 'Existing Projects into Workspace', click on Next >
4. Select the "Select archive file" radio button.
5. Browse to select the downloaded archive file.
6. Click on Finish.
7. Update project builders by right click on project; go to BPMS Designer Tools > Update BPMS Builders
Steps for remake workflow form:
1. Go to "File > New > select "Intalio|BPMS Business Process Project".
2. Provide project name as “Escalation”, click to finish.
3. Right click on the project select New > "WorkFlow Form".
4. Provide File name as “start” and click on Finish.
5. Click on “Open Perspective” window. Select “Intalio|Designer Form Editor” perspective. It will change your designer perspective to form editor perspective. In this perspective you can create workflow forms.
6. A Intalio| Designer Form Editor is visible on screen. Drag and drop Label control from Workflow Palette on form editor.
7. Go to Properties window and set name of the Label control as “Enter Message.” under “Control Label” property.
8. Drag and drop Text Input control on the form editor.
9. Again go to Properties window and set name of the Text Input control as “Message:” under “Control Label” property.
10. Again switch to Designer perspective and add another workflow form to the project name as “result”.
11. Switch again to Form Editor perspective.
12. Drag and drop Label control on the form editor.
13. Go to Properties window and set name of the Label control as “Escalated Task.” under “Control Label” property.
14. Drag and drop Text Input control on the form editor.
15. Again go to Properties window and set name of the Text Input control as “Message Received:” under “Control Label” property.
16. Save the form.
Steps for remake process:
1. Right click on project, go to New > Business Process Diagram.
2. Provide File name as “Escalation”, click on Finish button.
3. A pool with a task is available in BPMN Editor Pane, name default pool as “Client”.
4. Right click on start pool and select "Set pool non executable".
5. Go to Project, select workflow form “start.xform”, drag and drop this form on the client pool and click on the first option “Use start for People Initiating Process Activity (initProcess)”. It is showing new task name as “start-init” on client pool.
6. Again go to Project, select workflow form “result.xform”, drag and drop this form on the client pool and click on the third option “Use result for People Activity (create and complete)”. It is showing new task name as “result-create” linked another task with “result-complete” on client pool. Separate these two tasks: result-create and result-complete by deleting the arrow between these tasks.
7. Again drag workflow form “result.xform” on the client pool and click on fourth option “Use result for Escalation (escalate)”. It is showing new task “result-escalate” on the client pool.
8. Add new pool by click on BPMN Editor (select "Add Pool" option from pop up menu) and name it as “Escalation”.
9. Focus on “start-init” task; drag outgoing message flow icon to "Escalation" pool and “Connect to the new Task”, name this new task as init.
10. Focus on the init task and drag the outgoing message flow icon to “Client” pool and connect to the ”start-init” task.
11. Focus on the create task and drag the outgoing message flow icon to “Client” pool and connect to the ”result-create” task.
12. Focus on the “result-create” task and drag the outgoing message flow icon to “Escalation” pool and connect to the ”create” task.
13. Focus on the escalate task and drag the outgoing message flow icon to “Client” pool and connect to the ”result-escalate” task.
14. Focus on the “result-escalate” task and drag the outgoing message flow icon to “Escalation” pool and connect to the ”escalate” task.
15. Focus on the “result-complete” task and drag the outgoing message flow icon to “Escalation” pool and connect to the ”complete” task.
16. Focus on the “complete” task and drag the outgoing message flow icon to “Client” pool and connect to the ”result-complete” task.
17. Focus on “start-init” task.
18. Go to Properties tab -> click on “Workflow” section.
19. Provide role as “examples/msmith” within the “Roles” text box.
20. Provide description as “Initialize Escalate” within the “Description” text box.
21. Focus on “result-create” task.
22. Similarly, go to Properties tab and click on Workflow section and provide role as “examples/ewilliams”.
23. Also provide description as “Create Escalate” within the “Description” text box..
24. Again focus on “result-escalate” task.
25. Similarly, go to Properties tab and click on Workflow section and provide role as “intalio/admin”. No description is required.
26. Finally focus on “result-complete” task.
27. Similarly, go to Properties tab and click on Workflow section and provide role as “intalio/admin”. No description is required.
28. Save the process.
Define Outgoing Mappings:
1. Select the “create” task.
2. Click on “$startInitProcessRequestMsg.root” node in the left side of the mapper..
3. Within this node, click on “taskOutput” > output > Message.
4. Click on “resultcreateTaskRequestMsg.root$” node in the right side of the mapper..
5. Within this node, click on “taskInput” > input > Message_Received.
6. Connect “Message” in the left side of the mapper with “Message_Received” in the right side of the mapper.
7. Now select the “escalate” task.
8. Click on “$resultCreateTaskrResponseMsg.root” node in the left side of the mapper..
9. Within this node, click on “taskMetaData” > taskId.
10. Click on “resultEscalteRequestMsg.root$” node in the right side of the mapper.
11. Connect “taskId” in the left side of the mapper with “taskId” in the right side of the mapper.
12. Save the process.
Process Deployment & Execution:
1. Click on Deploy Project to Intalio|BPMS Server button in tool bar.
2. Make sure you select all runtime files while exporting to Intalio|BPMS Server.
3. Click on Finish button.
4. Open a web browser, provide url as: http://localhost:8080/ui-fw which takes to login screen for workflow UI.
5. Login with the following credentials:
username: 'examples\msmith' (without quotes).
password: 'password' (without quotes).
6. Under Processes tab you should see “Initialize Escalate ” link, click it to view form.
7. The form generated displays:
Text box with the name “Message”.
8. Provide some message and click on Start process button to proceed.
Note: It creates a task for user “examples/ewilliams” but we have used escalate in our process to escalate task to different user, so task will be available for the user to whom task is reassigned and not for “examples/ewilliams”.
9. Login with the following credentials:
username: 'admin' (without quotes)
password: 'password' (without quotes)
10. Go to Tasks tab, and click on “Create Task” link.
11. The form will display the message received.
12. Click on 'Complete' button to dismiss the process.
Note:
This sample is an example to educate user on:
1. How to escalate process to different users in Intalio process.