Joget Workflow Training – Basic & Advance for v3.1 – Module 5 – Creating your Forms using Form Builder

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Joget Workflow v3
Training Programme:
All That You Need To Know
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http://twitter.com/jogetworkflow
Last Revised on Oct 1, 2014 based on Joget 3.1Joget Inc Internal Use Only

Joget Workflow Training Programmes
All That You Need to Know: Automating
Your Processes and Building Applications
All That You Need to Know: Automating
Your Processes and Building Applications
Developer: Extending and building plugins.Developer: Extending and building plugins.
Joget Inc Internal Use Only

Joget Workflow Training
• All That You Need to Know: Automating Your Processes
and Building Applications
• Who is it for? Any business process owner
• Prerequisites:
– Logical understanding on drawing a flowchart
– No software development knowledge required

Outline – Day 1
• Module 1: Introduction
– Introduction to Business Process and Workflow
– Introduction to Joget Workflow
– Overview of Joget Workflow v3 Architecture
• Module 2: Setting up Joget Workflow
– Requirements
– Installation
– Overview of User Management
• Module 3: Building your first Process-driven Application
– Business Process Design
– Designing Your First Workflow with Workflow Designer
– Running Your First Automated Process

Outline – Day 1
• Module 4: Process Monitoring
– Administration of Process Instances in Joget
• Module 5: Creating your first Forms
– Creating your First Forms using Joget Form Builder
– Understanding the relationship between Forms and Process
Activities

Outline – Day 2
• Module 6: Using the Email Tool
– Implementing Email Tool Plugin on your Process Tool.
• Module 7: Creating Datalist and Userview
– Creating a Listing of submitted Form data.
– Creating a User Interface (UI) for end-user access.
• Module 8: Participant Mapping and Permission
Control
– Defining Process Participant Mapping on your Process
– Enforcing Permission Control on your App

Outline – Day 3
• Module 9: SLA and Deadlines
– Service Level Agreement implementation on Workflow Process.
– Creating Email Reminder on Workflow Process using Deadline
implementation.
• Module 10: Hash Variables
– Dynamically populate Form fields, Email plugin.
– Using Hash Variable
• Module 11: A Revision - Building a Support
Ticketing System

Module 5
Creating your Forms using
Form Builder

Why Did We Run The Process without
Form?
• Verify that the workflow executes correctly according to
the intended design, before putting efforts into form
design
• A convenient practice for Business Analyst to verify the
workflow with process owners

Map Activities to Form
• Click on “Add/Edit Form” on “Submit Leave” activity.

Create a New Form, for
“Submit Leave Application” Activity
a-z, A-Z, 0-9, _a-z, A-Z, 0-9, _Numbered form
name according to
process flow
Numbered form
name according to
process flow
Table name with
prefix
Table name with
prefix
Assign a prefix for
every application

Form Builder
• Form elements.
• Each element is a plugin
• Extensible through Joget’s
plugin architecture
• Drag-and-drop

Form Builder
Advanced method for
developer to edit the
form design by changing
its JSON definition

Form Builder
Form Name and
Table Name can be edited in
“Properties”
Form Name and
Table Name can be edited in
“Properties”

Edit Section
Leave Application
Details

Insert Date Picker

Edit The First Date Picker
a-z, A-Z, 0-9, _a-z, A-Z, 0-9, _

Set The Date Picker as Mandatory Field

Complete the design of
“Submit Leave Form”
Date Picker
ID: end_date
Label: End Date
Text Area
ID: reason
Label: Reason
Text Field
ID: name
Label: Name

Complete The Design of “Leave
Application Form”
Preview and Save

How the Form looks like when
you launch “Run Process” now?

Create a New Form, for “Approve Leave”
Activity
• Click on “Add/Edit Form” on “Approve Leave” activity.

Using Sub Form
Approve Leave Form
Using “Leave Application Form” as
Sub Form

Using Sub Form

Using “Apply Leave Form” as
Sub Form

What About The Approval Status?
“Approved” or “Rejected”?

Insert Radio Button

Radio Button Options

Map The Selected Value to Workflow
Variable

Leave Approval Form

Continue with the Assignment

Exercise
Design Form for “Leave Approved”
• Create a new Form named “3-Leave Approved Form”
• Map the form it to “Leave Approved” activity.
• Point it back to the same table used before.
• In the form design, add a “Subform” and refer it to the “2-
Approve Leave Form”

Leave Approved Form

Complete the Process Cycle
• Go to “Inbox”.
• Open “Leave Approved” assignment. Verify the form
created.
• Complete the assignment.

Module 5 Review
We have learnt to:
1. Create Form and assign it to Workflow Activity with basic
Form Elements.
2. Understand the Subform concept.
3. Map Form Field to Workflow Variable for routing
purpose.
4. Verify Workflow Process with the Form attached.

Stay Connected with Joget Workflow
• www.joget.org
• community.joget.org
• twitter.com/jogetworkflow
• facebook.com/jogetworkflow
• youtube.com/jogetworkflow
• slideshare.net/joget

Joget Workflow Training – Basic & Advance for v3.1 – Module 5 – Creating your Forms using Form Builder

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Joget Workflow Training – Basic & Advance for v3.1 – Module 5 – Creating your Forms using Form Builder