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Building BPM Web Portals with
Camunda and Drupal
Ishan Mahajan| Program Manager, Srijan Technologies |
@ishanmahajan
#SrijanWW | @srijan
#SrijanWW | @srijan
Camunda
● Open source platform for workflow and business process
management.
● Model and execute BPMN 2.0, CMMN 1.1 and DMN 1.1.
○ BPMN for structured workflows
● Ships with a set of applications to help model, execute
and administer process applications running on the
Camunda core engine.
#SrijanWW | @srijan
Camunda Overview
#SrijanWW | @srijan
Use Case: Drupal as BPM Portal
REST API
REST / Java API
Engine
(BPMN, CMMN, DMN)
End User
#SrijanWW | @srijanWhat does a BPM Portal typically
do?
● Involve End Users.
○ Easily provide BPM access to customers, vendors, partners and
other users outside of the organisation.
● Initiate workflow processes.
○ Complete tasks.
● User dashboard and Activity/Task list.
○ Task assignment.
○ Real time information and status of ongoing processes.
#SrijanWW | @srijanUse Drupal to enhance the BPM
portal
● Beyond task forms
○ Define rules to complete tasks.
● Send and manage notifications.
● User registration and onboarding
● User roles and groups.
● Provide instructions and support content to complete tasks.
● Content Management.
○ Setup task forms, task instruction pages and other content.
○ Other CMS features.
#SrijanWW | @srijan
How can a Drupal - Camunda integration
work?
#SrijanWW | @srijanWorkflow definition using
Camunda Modeler
#SrijanWW | @srijanWorkflow definition using
Camunda Modeler
#SrijanWW | @srijan
Drupal - Camunda Interaction
● Task screens:
○ Webforms, content pages (text,
videos etc)
● Assign a task
● Complete a task
○ On form submission (manual
approval)
○ Define rules using the Rules module
● Execute task
● Determine process path
task status and owner
● Task screens:
○ ...
Camunda ids, task type
● ...
#SrijanWW | @srijan
Let’s take a simple Example
#SrijanWW | @srijan
Camunda Tasklist
#SrijanWW | @srijanInitiate workflow process from
BPM Portal
● On submission of this form, a new
process instance (workflow) will
be initiated in Camunda.
● The first task (“Approve Request”)
will be available on the BPM
portal dashboard.
#SrijanWW | @srijan
Drupal
Title Camunda ID Other Fields Content Type
1 Drupal Camp
Request
fe380689-97e8-11e6-a3c2-06287ee19e0b Request owner, Organic group
etc
Camunda Request
2 Approve Request fe3854c1-97e8-11e6-a3c2-06287ee19e0b Task owner, status Camunda Task
#SrijanWW | @srijan
User Dashboard
● Team members can view
and claim eligible tasks.
#SrijanWW | @srijan
#SrijanWW | @srijan
Task Completion
#SrijanWW | @srijan
Title Camunda ID Other Fields Content Type
1 Drupal Camp
Request
fe380689-97e8-11e6-a3c2-06287ee19e0b Request owner, Organic group
etc
Camunda Request
2 Approve Request fe3854c1-97e8-11e6-a3c2-06287ee19e0b Task owner, status Camunda Task
3 Close Request 603b6f5a-97ed-11e6-a3c2-06287ee19e0b Task owner, status Camunda Task
#SrijanWW | @srijan
User Dashboard
● Again, the newly created
task can be claimed and
then acted upon.
#SrijanWW | @srijan
Drupal - Camunda Interaction
● Task screens:
○ Webforms, content pages (text,
videos etc)
● Assign a task
● Complete a task
○ On form submission (manual
approval)
○ Define rules using the Rules module
● Execute task
● Determine process path
task status and owner
● Task screens:
○ ...
Camunda ids, task type
● ...
#SrijanWW | @srijanSetup: maximum flexibility & minimum
duplication
● Ensure all process definition is stored in Camunda.
● Let the BPM engine dictate the direction of the workflows.
● Drupal is used to manage content related workflows tasks and to mark tasks as
complete.
Drupal Camunda
● All the data captured through task forms
and task content.
● Task owner.
● Task status.
● Camunda IDs
● Only data that determines the path of the
workflow.
○ Task owner.
○ Task status.
#SrijanWW | @srijan
Camunda connector Drupal module
● Allows Drupal to connect with Camunda using REST.
● User dashboard to claim/assign and complete tasks.
● Configure forms and other screens for a task.
● Configure rules (using the Rules module) for a task.
● Sandbox URL: https://www.drupal.org/sandbox/ishanmahajan/2821362
#SrijanWW | @srijanWhy use Camunda when Drupal can
handle workflows?
● Ability to model BPMN diagrams and easily manage workflow steps.
● Process definition history & versioning
● Process definition heatmap
● Process instance history: user actions, audit logs with timestamps
● Process duration report
● REST APIs
● BPM engine shared by multiple applications within an organisation
#SrijanWW | @srijan
Process Definition Heatmap
#SrijanWW | @srijan
Process Instance History
#SrijanWW | @srijan
Try it out!
● https://docs.camunda.org/get-started/
● https://camunda.org/examples
● https://camunda.org/contribute/
● Easy to setup
○ Tomcat Distribution
○ Docker Image
● Start with the Camunda Tasklist application.
● Drupal sandbox module
https://blog.camunda.org/post/2017/01/integrating-camunda-drupal/
#SrijanWW | @srijan
Camunda Tasklist
Thank You!
Ishan Mahajan| Program Manager, Srijan Technologies |
@ishanmahajan | ishan.mahajan@srijan.net
#SrijanWW | @srijan

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[Srijan Wednesday Webinar] Building BPMN Web Portals with Camunda and Drupal

  • 1. Building BPM Web Portals with Camunda and Drupal Ishan Mahajan| Program Manager, Srijan Technologies | @ishanmahajan #SrijanWW | @srijan
  • 2. #SrijanWW | @srijan Camunda ● Open source platform for workflow and business process management. ● Model and execute BPMN 2.0, CMMN 1.1 and DMN 1.1. ○ BPMN for structured workflows ● Ships with a set of applications to help model, execute and administer process applications running on the Camunda core engine.
  • 4. #SrijanWW | @srijan Use Case: Drupal as BPM Portal REST API REST / Java API Engine (BPMN, CMMN, DMN) End User
  • 5. #SrijanWW | @srijanWhat does a BPM Portal typically do? ● Involve End Users. ○ Easily provide BPM access to customers, vendors, partners and other users outside of the organisation. ● Initiate workflow processes. ○ Complete tasks. ● User dashboard and Activity/Task list. ○ Task assignment. ○ Real time information and status of ongoing processes.
  • 6. #SrijanWW | @srijanUse Drupal to enhance the BPM portal ● Beyond task forms ○ Define rules to complete tasks. ● Send and manage notifications. ● User registration and onboarding ● User roles and groups. ● Provide instructions and support content to complete tasks. ● Content Management. ○ Setup task forms, task instruction pages and other content. ○ Other CMS features.
  • 7. #SrijanWW | @srijan How can a Drupal - Camunda integration work?
  • 8. #SrijanWW | @srijanWorkflow definition using Camunda Modeler
  • 9. #SrijanWW | @srijanWorkflow definition using Camunda Modeler
  • 10. #SrijanWW | @srijan Drupal - Camunda Interaction ● Task screens: ○ Webforms, content pages (text, videos etc) ● Assign a task ● Complete a task ○ On form submission (manual approval) ○ Define rules using the Rules module ● Execute task ● Determine process path task status and owner ● Task screens: ○ ... Camunda ids, task type ● ...
  • 11. #SrijanWW | @srijan Let’s take a simple Example
  • 13. #SrijanWW | @srijanInitiate workflow process from BPM Portal ● On submission of this form, a new process instance (workflow) will be initiated in Camunda. ● The first task (“Approve Request”) will be available on the BPM portal dashboard.
  • 14. #SrijanWW | @srijan Drupal Title Camunda ID Other Fields Content Type 1 Drupal Camp Request fe380689-97e8-11e6-a3c2-06287ee19e0b Request owner, Organic group etc Camunda Request 2 Approve Request fe3854c1-97e8-11e6-a3c2-06287ee19e0b Task owner, status Camunda Task
  • 15. #SrijanWW | @srijan User Dashboard ● Team members can view and claim eligible tasks.
  • 18. #SrijanWW | @srijan Title Camunda ID Other Fields Content Type 1 Drupal Camp Request fe380689-97e8-11e6-a3c2-06287ee19e0b Request owner, Organic group etc Camunda Request 2 Approve Request fe3854c1-97e8-11e6-a3c2-06287ee19e0b Task owner, status Camunda Task 3 Close Request 603b6f5a-97ed-11e6-a3c2-06287ee19e0b Task owner, status Camunda Task
  • 19. #SrijanWW | @srijan User Dashboard ● Again, the newly created task can be claimed and then acted upon.
  • 20. #SrijanWW | @srijan Drupal - Camunda Interaction ● Task screens: ○ Webforms, content pages (text, videos etc) ● Assign a task ● Complete a task ○ On form submission (manual approval) ○ Define rules using the Rules module ● Execute task ● Determine process path task status and owner ● Task screens: ○ ... Camunda ids, task type ● ...
  • 21. #SrijanWW | @srijanSetup: maximum flexibility & minimum duplication ● Ensure all process definition is stored in Camunda. ● Let the BPM engine dictate the direction of the workflows. ● Drupal is used to manage content related workflows tasks and to mark tasks as complete. Drupal Camunda ● All the data captured through task forms and task content. ● Task owner. ● Task status. ● Camunda IDs ● Only data that determines the path of the workflow. ○ Task owner. ○ Task status.
  • 22. #SrijanWW | @srijan Camunda connector Drupal module ● Allows Drupal to connect with Camunda using REST. ● User dashboard to claim/assign and complete tasks. ● Configure forms and other screens for a task. ● Configure rules (using the Rules module) for a task. ● Sandbox URL: https://www.drupal.org/sandbox/ishanmahajan/2821362
  • 23. #SrijanWW | @srijanWhy use Camunda when Drupal can handle workflows? ● Ability to model BPMN diagrams and easily manage workflow steps. ● Process definition history & versioning ● Process definition heatmap ● Process instance history: user actions, audit logs with timestamps ● Process duration report ● REST APIs ● BPM engine shared by multiple applications within an organisation
  • 24. #SrijanWW | @srijan Process Definition Heatmap
  • 25. #SrijanWW | @srijan Process Instance History
  • 26. #SrijanWW | @srijan Try it out! ● https://docs.camunda.org/get-started/ ● https://camunda.org/examples ● https://camunda.org/contribute/ ● Easy to setup ○ Tomcat Distribution ○ Docker Image ● Start with the Camunda Tasklist application. ● Drupal sandbox module https://blog.camunda.org/post/2017/01/integrating-camunda-drupal/
  • 28. Thank You! Ishan Mahajan| Program Manager, Srijan Technologies | @ishanmahajan | ishan.mahajan@srijan.net #SrijanWW | @srijan