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All Rights Reserved © Joget Inc
Joget Workflow v3
Training Programme:
All That You Need To Know
http://facebook.com/jogetworkflow
http://twitter.com/jogetworkflow
Last Revised on Oct 1, 2014 based on Joget 3.1Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Joget Workflow Training Programmes
All That You Need to Know: Automating
Your Processes and Building Applications
Developer: Extending and building plugins.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
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
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
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
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
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
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
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
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
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
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Module 8
Participant Mapping and
Permission Control
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Participant Mapping for Leave App
All Participants
must be mapped
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Workflow Participant Mapping
All users
Performer’s HOD
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Approver: Performer’s HOD
Approver is Performer’s HOD where the
performer executed Previous Activity
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Test Run the Workflow Process
• With the participant mapping set, run the process again
as the user “Cat”.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Sample Organization Chart
First name is the username,
and password is password.
e.g: terry/password
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Login as cat/password
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Who is Cat Grant’s HOD?
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Important Rules
• All participants must be mapped.
• If no user is found, it will be defaulted to the current
logged in user.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Application Permission Control
• Process
– Process Start White List
• Form
– Form
– Form Section
• Userview
– Userview
– Userview Category
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Process Start White List
• Controls on who can start/run the Process.
• Available in each Process
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Form
• Controls on who can see the Form.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Form Section
• Controls on who can see the Form Section.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Userview
• Controls on who can access the Userview.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Userview Category
• Controls on who can see the Userview Category.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Exercise
• In your Leave App, create a new Userview Category that
will only be accessible by the group “Managers”.
• Move the List added earlier into the new category.
• Try to login as one of the Managers to verify the new
permission settings.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Module 8 Review
We have learnt to:
1. Define Participant Mapping on Process Activities.
2. Enforce Permission control on Process Start, Form, and
Userview.
Joget Inc Internal Use Only
All Rights Reserved © Joget Inc
Stay Connected with Joget Workflow
• www.joget.org
• community.joget.org
• twitter.com/jogetworkflow
• facebook.com/jogetworkflow
• youtube.com/jogetworkflow
• slideshare.net/joget
Joget Inc Internal Use Only

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Joget Workflow Training – Basic & Advance for v3.1 – Module 8 – Participant Mapping and Permission Control

  • 1. All Rights Reserved © Joget Inc Joget Workflow v3 Training Programme: All That You Need To Know http://facebook.com/jogetworkflow http://twitter.com/jogetworkflow Last Revised on Oct 1, 2014 based on Joget 3.1Joget Inc Internal Use Only
  • 2. All Rights Reserved © Joget Inc Joget Workflow Training Programmes All That You Need to Know: Automating Your Processes and Building Applications Developer: Extending and building plugins. Joget Inc Internal Use Only
  • 3. All Rights Reserved © Joget Inc 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 Joget Inc Internal Use Only
  • 4. All Rights Reserved © Joget Inc 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 Joget Inc Internal Use Only
  • 5. All Rights Reserved © Joget Inc 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 Joget Inc Internal Use Only
  • 6. All Rights Reserved © Joget Inc 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 Joget Inc Internal Use Only
  • 7. All Rights Reserved © Joget Inc 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 Joget Inc Internal Use Only
  • 8. All Rights Reserved © Joget Inc Module 8 Participant Mapping and Permission Control Joget Inc Internal Use Only
  • 9. All Rights Reserved © Joget Inc Participant Mapping for Leave App All Participants must be mapped Joget Inc Internal Use Only
  • 10. All Rights Reserved © Joget Inc Workflow Participant Mapping All users Performer’s HOD Joget Inc Internal Use Only
  • 11. All Rights Reserved © Joget Inc Approver: Performer’s HOD Approver is Performer’s HOD where the performer executed Previous Activity Joget Inc Internal Use Only
  • 12. All Rights Reserved © Joget Inc Test Run the Workflow Process • With the participant mapping set, run the process again as the user “Cat”. Joget Inc Internal Use Only
  • 13. All Rights Reserved © Joget Inc Sample Organization Chart First name is the username, and password is password. e.g: terry/password Joget Inc Internal Use Only
  • 14. All Rights Reserved © Joget Inc Login as cat/password Joget Inc Internal Use Only
  • 15. All Rights Reserved © Joget Inc Who is Cat Grant’s HOD? Joget Inc Internal Use Only
  • 16. All Rights Reserved © Joget Inc Important Rules • All participants must be mapped. • If no user is found, it will be defaulted to the current logged in user. Joget Inc Internal Use Only
  • 17. All Rights Reserved © Joget Inc Application Permission Control • Process – Process Start White List • Form – Form – Form Section • Userview – Userview – Userview Category Joget Inc Internal Use Only
  • 18. All Rights Reserved © Joget Inc Process Start White List • Controls on who can start/run the Process. • Available in each Process Joget Inc Internal Use Only
  • 19. All Rights Reserved © Joget Inc Form • Controls on who can see the Form. Joget Inc Internal Use Only
  • 20. All Rights Reserved © Joget Inc Form Section • Controls on who can see the Form Section. Joget Inc Internal Use Only
  • 21. All Rights Reserved © Joget Inc Userview • Controls on who can access the Userview. Joget Inc Internal Use Only
  • 22. All Rights Reserved © Joget Inc Userview Category • Controls on who can see the Userview Category. Joget Inc Internal Use Only
  • 23. All Rights Reserved © Joget Inc Exercise • In your Leave App, create a new Userview Category that will only be accessible by the group “Managers”. • Move the List added earlier into the new category. • Try to login as one of the Managers to verify the new permission settings. Joget Inc Internal Use Only
  • 24. All Rights Reserved © Joget Inc Module 8 Review We have learnt to: 1. Define Participant Mapping on Process Activities. 2. Enforce Permission control on Process Start, Form, and Userview. Joget Inc Internal Use Only
  • 25. All Rights Reserved © Joget Inc Stay Connected with Joget Workflow • www.joget.org • community.joget.org • twitter.com/jogetworkflow • facebook.com/jogetworkflow • youtube.com/jogetworkflow • slideshare.net/joget Joget Inc Internal Use Only