- Step 1 - Create a New Process Model
- Step 2 - Display Data Panel
- Step 3 - Define Process Data
- Step 4 - Create an Auto-Form
- Step 5 - Create Process States
- Step 6 - Create a Read-Only Auto-Form
- Step 7 - Assign Task Performers, Deploy and Execute
- Step 8 - Open and Complete the "Complete Application" Task
- Step 9 - Open and Complete the "Approve Application" Task
The new diagram below will be created:
Now, rename the left-most task "Complete Application" and the right-most task "Approve Application" so that the diagram looks like this:
By default, there should be a "Data" tab to the right of the "Diagram" tab in the central BPM Studio window as shown below:
If the "Data" tab does not appear on your screen, then pull down the "Diagram" menu and turn it on be clicking the "Display Data Panel" menu option:
Now, click the "Data" tab to display the Data Panel below:
Note that the data panel lists three built-in process data items: "StartDateTime", "ProcessStarter" and "Priority".
In the next step, you will add new process-specific data items to this list.
Click the "Add" button in the Data Panel toolbar to display the "Process Data" dialog.
When the "Process Data" dialog is displayed, type "First Name", then press the "Enter" key.
When the "Confirm" message box is displayed, press the "Enter" key to continue adding process data.
Now, proceed to create the following process data items in the same way (all defined as "String" Data Types):
- "Last Name"
- "Address"
- "City"
- "State"
- "Postal Code"
- "Phone"
Now, double-click on the "Complete Application" task to display the "Task" dialog. Then click the "Auto-Form" tab.
Now, click the "Add" button on the "Auto-Form" toolbar to add data items.
In the "Select One or More Data Items" dialog, multi-select the seven new data items you created and click the "Select" button.
The selected data items are now added to the auto-form list. Now, check the "Required" setting for each data item and press the "OK" button to save.
Now, pull down the "Process" menu, select "Properties" and then "Process States":
In the "Process" dialog, define two process states: "Approved" and "Rejected":
Now, double-click on the "Approve Application" task to display the "Task" dialog. Then click the "Auto-Form" tab.
Add the same seven data items to the auto-form for this task, then set each to "Read-Only":
Now, click the "Portal" tab:
Now, click the "States" button to specify form buttons corresponding to process states:
In the "Process State Buttons" dialog, press the "Add" button twice to add two form buttons - each based on a process state:
Now, click "OK" to close the "Process State Buttons" dialog - and then click "OK" again to close the "Task" dialog.
Now, the only thing that needs to be done to make this an executable process is to assign performers for the two tasks.
Just as you did in Step 2 (*) of Lesson 1, assign the "ProcessStarter" performer to both tasks in the process.
Now, just as you did in Step 3, Step 4, Step 5 and Step 6 of Lesson 1, login to the BPM Server, deploy the new process, login to the BPM Portal and execute the new process.
(*) = Lesson 1 links will open in a separate browser window.
Now, just as you did in Step 7 of Lesson 1, go to the "Assigned Tasks" tab in the "Tasks" window and click the "Open" button to open the "Complete Application" task.
Now you are presented with an auto-form task:
Now, fill out the form (all fields are required) and click the "OK" button.
Now, open the "Approve Application" task in your assigned tasks list.
Now you are presented with a read-only auto-form task:
Notice in the lower right corner of the form that the "OK" button has been replaced by the two process status buttons that you specified for this form in step 6.
Press either the "Approved" or "Rejected" button and the task and process will be completed.
In this lesson you have learned how to specify process data items, create auto-form tasks, and how to use process states.
We will now build on this knowledge in the next lessons.
