The Nuxeo Platform has an integrated workflow engine with a full-featured workflow designer to help you define custom workflows that model your business processes. This series of two webinars will give a complete functional overview of workflow design in the Nuxeo Platform.
Join Alain Escaffre, Director of Product Management, for this live webinar with a demo and Q&A to find out how the workflow designer works.
If you’d like to play first, you can download the Nuxeo Platform and register for a free 30-day trial of Nuxeo Studio.
The second webinar will cover advanced workflow design techniques.
4. Nuxeo
4
• Nuxeo supports customers in creating, building,
maintaining, deploying and operating apps
• Nuxeo covers the full lifecycle of applications:
• Application Designer: Nuxeo Studio
• Development Environment: Nuxeo IDE (Eclipse), Maven
Tooling
• Testing Toolset: Unit, Functional (Sl/WebDriver), Performance
• Deployment tools: Nuxeo Marketplace, Update Center
• Hosting : nuxeo.io
• We focus on the complete experience for our customers,
not just the software you run
5. Agenda
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• Functional tour
• Demo: Parallel review
• Demo of a contract validation
• Overview of key workflow features
• Learn the basics: Step-by-step implementation of a
sample workflow.
6. 6
• A graph-based workflow
engine
• Design in Studio
• Deploy on Nuxeo
Platform
• Plugged into the form
engine
• Plugged into Automation
7. Main Use Cases
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• Simple to complex validation
of documents, cases or media
assets
• Signature workflow
• Form digitization
• Content-centric
organizational processes
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9. Parallel Review
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• For organizing reviews /
validation of documents
• Allows multiple people to
review at the same time
10. Key Features (1/2)
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• The launcher widget
• The graph
• The task and the task form
• Task dashboard
• Notifications
• Traceability
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13. Nuxeo Studio for Configuration
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• Document Types Configuration
• Form Management
• Browsing Logic and Application Views
• Automation: Business Logic
• and Workflow !
14. Nuxeo Studio Deployment Model
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‣ No coding required
‣ Generates a bundle
adapted to present
and future versions of
the Nuxeo Platform
15. Tour of the Workflow Feature
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• Review all the tabs
• Review all the nodes
17. Our Scenario: Mission Order
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A purchase order is received, the document is assigned to the
staffing committee who will either ask for more information or
assign to someone for fulfilling the mission.
18. Declare Users
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• In the Nuxeo Platform, we create
• John: a sales guy, who is in charge of a customer
• Jack: part of the staffing team
• Joe: accountancy department
• Bill: consultant
• A group: “staffing-group” who is in charge of all the staffing
considerations. Jack and Joe are part of the staffing group.
20. One task assignment
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• Once John starts a staffing workflow, it creates a task for
Joe who can only “approve”. This ends the workflow.
21. Assign to a group
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• Once John starts a staffing workflow, it creates a task for
the group “staffing-group” who can only “approve”. The
directive of the task is “Mission to Staff”. When clicking on
“Approve”, it ends the workflow.
22. Understand buttons and transitions
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• The staffing group can either click on “assign” or on “ask
for more information”.
• If the user clicks on “assign”, it assigns a task to Bill with the
directive “New Mission”.
• If the user clicks “ask for more information”, it creates a task for
John, the sales guy (using user:john). On that task John can
only click on “Task completed” button, which recreates a task
for staffing-group with directive “Mission to Staff” (so no new
node is added here, we’re just pulling a transition on existing
node.
23. Fetch user input
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• When a member of the staffing-group clicks on “Assign”,
he should be able to add :
• A date of intervention
• Some more instructions for the consultant
• Number of days to spend on the mission
• This information should then be displayed to Bill on the
task
24. Assign to a dynamic user
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• Let the staffing group decide the identity of the
consultant
25. Leverage Automation
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• When the staffing group asks the sales guy for more
information, a custom audit entry should be logged on
the document: “Staffing refused”.