Kaleo workflow in Liferay

Kaleo Workflow and Liferay portal
Overview and lessons learnt

Willem Vermeer
Worth IT Den Haag

Kaleo Workflow

“allows a user to define any number of simple to
complex business processes/workflows, deploy
them, and manage them through a portal interface.
The processes have knowledge of users, groups and
roles. You don’t have to write a single line of code
to accomplish this: all you have to do is create a
single XML document.”

WWW.LIFERAY.COM WWW.FACEBOOK.COOM/LIFERAY @LIFERAY

Terminology

A workflow

- is executed by an asynchronous engine

- can be applied to Liferay Assets (including your
own)

- consists of states, tasks, transitions, actions and
notifications

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Logo (please resize) WWW.LIFERAY.COM WWW.FACEBOOK.COOM/LIFERAY @LIFERAY

Task assignation

A task can be assigned to

- a certain user

- a role

Important: only user with assigned task can
transition it to the next task or state

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Example

user
start submit

reject submit

state reviewer
task review accept accepted
transition

role
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Workflow in action

demo

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Workflow Definition

Liferay EE has a graphical editor to create/modify
workflows

Liferay CE has XML

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Workflow definition part 1
<workflow-definition
xmlns="urn:liferay.com:liferay-workflow_6.1.0"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="urn:liferay.com:liferay-workflow_6.1.0
http://www.liferay.com/dtd/liferay-workflow-
definition_6_1_0.xsd"
>
<name>LNLUG Demo</name>
<description>Two role, two tasks workflow
example</description>
<version>1</version>
<state>
<name>created</name>
<initial>true</initial>
<transitions>
<transition>
<name>submit</name>
<target>submit</target>
</transition>
</transitions>
</state>
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<task>
<name>submit</name>
<actions>
<action>
<name>submit</name>
<script>
<![CDATA[
Packages.com.liferay.portal.kernel.workflow.WorkflowStatusManagerUtil.updateStat
us(Packages.com.liferay.portal.kernel.workflow.WorkflowConstants.toStatus("pendi
ng"), workflowContext);
]]>
</script>
<script-language>javascript</script-language>
<execution-type>onAssignment</execution-type>
</action>
</actions>
<assignments>
<user />
</assignments>
<transitions>
<transition>
<name>submit</name>
<target>review</target>
</transition>
</transitions>
</task>

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<task>
<name>review</name>
<actions>
<notification>
<name>Review Notification</name>
<template>You have a new submission waiting for your
review in the workflow.</template>
<template-language>text</template-language>
<notification-type>email</notification-type>
<execution-type>onAssignment</execution-type>
</notification>
</actions>
<assignments>
<roles>
<role>
<role-type>regular</role-type>
<name>Application Reviewer</name>
</role>
</roles>
</assignments>
<transitions>
<transition>
<name>approve</name>
<target>approved</target>
</transition>
<transition>
<name>reject</name>
<target>submit</target>
<default>false</default>
</transition>
</transitions>
</task>

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<state>
<name>approved</name>
<actions>
<action>
<name>approve</name>
<script>
<![CDATA[
Packages.com.liferay.portal.kernel.workflow.WorkflowStatusManagerUtil.u
pdateStatus(Packages.com.liferay.portal.kernel.workflow.WorkflowConstan
ts.toStatus("approved"), workflowContext);
]]>
</script>
<script-language>javascript</script-language>
<execution-type>onEntry</execution-type>
</action>
</actions>
</state>
</workflow-definition>

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How to apply a workflow to a custom asset

Workflow engine

WorkflowHandler

Your portlet app

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Workflow handler

public abstract interface WorkflowHandler {

public abstract java.lang.String getTitle(
long assetId, Locale locale);

public abstract java.lang.Object updateStatus(
int status, Map workflowContext)
throws PortalException, SystemException;

// more...
}

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Demo app

CreateApplication portlet to make and submit an
application

ListApplication portlet to display overview of
applications

Uses control panel for task transitions

demo

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Things to like about Kaleo workflow

Nice, deep integration with Liferay (users, roles)

Control panel access to workflow tasks

Simplicity

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Room for improvement
Extensibility
- limited to scripting in workflow definition

Flexibility
- can't change definition once a workflow has started

Thread safety
- workflow engine is 100% thread UNsafe

Error recovery
- What's wrong with my XML?

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Questions?

@willemvermeer

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Kaleo workflow in Liferay

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