Graphical Process Editor


Notes:
  • A new workflow editor is available from Product name - ev itsm.png 2015.1 onwards. It runs on Microsoft Internet Explorer (version 9 or later), Firefox and Google Chrome.
  • In the new editor, you can use workflows that were previously created and configured using the former workflow editor.

The graphic editor enables you to define, configure and organize the different steps in each process and map them visually. You can use it for workflows (sequence of manual and/or automatic actions) as well as for business rule related processes (sequence of automatic actions).

  • In both cases, the operating principle is identical even though you select different menu options to access it.
  • Each step in the process performs an action type and this determines the information to be specified.

Graphic presentation of a process

        Graphical process editor - Presentation.png

Notes

  • A process is always defined by a Start step Graphical process editor - Start step icon.png and an End step Graphical process editor - End step icon.png. These two steps cannot be deleted.
  • At the end of a step, the exit value will depend on the type of action for the step.
  • Other than the steps that start a process, every step must have an entry condition indicating the steps that must first be completed and their exit value.
  • Click here link in a step for sending an email:
    • To insert an auto connection link in an action generated during the step as a Click here link in an email, you must enable the parameters called {ADMIN} Enable auto connection link in emails for groups and {ADMIN} Enable auto connection link in emails for individual users (True) in the Other Parameters menu.
    • By default, the link is automatically added to the bottom of the email. Use the system tag called #CLICK_HERE_LINK# if you want to place the link elsewhere in the email.
  • REST action types display all standard REST API services provided by Logo - EasyVista.png as well as all manually added services. These must first be configured. Open url.png See the procedure.

Best Practice big icon.pngBest practice

  • To ensure that the modifications made to your process layout are not lost, remember to save before opening the properties pane of the step.
  • To modify an existing workflow that is currently used, you should work on a duplicate workflow:
    • Duplicate the workflow.
    • Once objects such as incidents or service requests have been processed, use filters to display all of them and modify the catalog entries related to them.
  • For complex workflows:
    • To ensure optimal performance when editing complex workflows, we recommend you use the Google Chrome browser.
    • When browsing through complex workflows, avoid using the mouse wheel because this can cause the screen to freeze. Instead, you can click and drag the diagram to the part you want. You can also display a mini-preview of the process using Graphical process editor - Toolbar - Preview icon.png and then click and drag the red rectangle to view the part of the process you want.
  • To make it easier to specify the entry conditions of a new step, you should first define, in chronological order, all of the steps on which it will depend.
  • Ensure that you can continue the process for each step:
    • The step should lead to another step.
    • If the step does not have an exit value, then it will not lead to another step.
    • The step is a final step that ends the process.
  • To avoid looping a process, ensure that you can access the End step.
  • Adapt mail component templates to your business requirements and style guide to format the Send Email steps quickly when an incident/request is created, closed or approved.
  • To include the Incident: Group and Incident: Support Person roles in an email, ensure that the status of the workflow is Completed before the step for sending the email. To do this, you should configure a conditional step associated with the Completed status using the SQL query below.
    SELECT 1
    FROM   sd_request
    WHERE  request_id = @@ID@@  

Different presentations of processes

Process Representation Notes
Standard Graphical process editor - Presentations - Standard presentation.jpg
  • The Start step runs step e1. The exit value of this step depends on the type of action.
  • There is an entry condition for step e2. If it is fulfilled, then the step is run.
  • When step e2 is completed, the End step is run.
Immediate resolution Graphical process editor - Presentations - Immediate solution presentation.jpg
  • The process includes only one step for notifying the requestor and can also be used to send the procedure for the solution.
Closure Graphical process editor - Presentations - Closing presentation.jpg
  • The process is used to close a parent incident and all related incidents automatically.
Steps with several exit values: approval steps and conditional steps Graphical process editor - Presentations - Several exit values.jpg
  • Flow lines are automatically displayed in different colors depending on the exit value.
  • You are not required to specify what will happen to each of the possible exit values for a step. However, if nothing is specified, then no other step is performed.
  • Certain steps do not have any exit value. These include, for example, steps for sending emails, on-hold steps, workflow end steps and end of on-hold steps. In this case, no other step is performed.
Steps with several entry conditions Graphical process editor - Presentations - Several entry conditions.jpg
  • When the entry conditions are fulfilled, these steps are run.
Steps without entry conditions Graphical process editor - Presentations - No entry conditions.jpg
  • These steps are run concurrently as soon as the process starts.
  • By default, each new step is an initial step without entry conditions.
Process exit Graphical process editor - Presentations - No entry conditions.jpg
  • The normal way to exit a process is defined via the End step Graphical process editor - End step icon.png. An end condition must be defined for this step.
  • You can define early termination for each step using the Workflow End action type. This is applicable only to workflows. The object processed will then take the final status defined for this step.

Screens description

Access the graphic editor: 

  • In the list of workflows, click Display popup icon.png
  • In the list of business rule related processes, click Display popup icon.png

Start step Graphical process editor - Start step icon.png (general properties of the process)

Note: The properties will depend on the type of management process, i.e. a workflow or a business rule related process.

Workflow

WorkflowProperties

       Workflow.png

Menu access: (menu) > References > Workflows, in the graphic editor, double-click the Start step Graphical process editor - Start step icon.png or click Graphical process editor - Toolbar - Process properties icon.png

Name: Name of the workflow. 

Questionnaire: Standard or multi-section questionnaire related to the process that is automatically displayed when it is started. Note: A specific questionnaire can be associated with each step.

Parent Query: Parent query used in the workflow that enables you to define the available tags and roles for each step of the process.

Life Cycle: Life cycle associated with the workflow, enabling users to view progress within a process by displaying a breadcrumb at the top of the Incident/Request/Problem form. You associate life cycle steps with steps in the workflow using the graphic editor.
         Life Cycle Workflow - Breadcrumb.png

Final Status: Default status of the normal end step of the workflow.

  • Only a status whose meta-status is Completed can be selected. 
  • A special final status can be applied to the premature end steps of the workflow (Workflow End action type used to terminate the incident or request prematurely).

Business rule related process

BusinessRuleProperties

        Business rule - Associated process.png

Menu access: Administration > Business Rules > Related Processes, in the graphic editor, double-click the Start step Graphical process editor - Start step icon.png or click Graphical process editor - Toolbar - Process properties icon.png

Name: Name of the process. 

Target Table: Name of the main table that defines the context in which the process is used. Only business rules using the same main table can be associated with the process.

Parent Query: Parent query used in the process that enables you to define the available tags and roles for each step.

Keep a Trace of the execution: Used to indicate if the debugging mode is enabled for monitoring the progress of the process using log files (box is checked) or not (box is not checked). Note: To view the log files: Administration > Business Rules > Monitoring.

Other steps

        Graphical process editor - Edit step.png

Access: Double-click the step

Note: Based on the type of action selected, the fields below may differ.

Step Name: Name that identifies the step.

REST Service: For a REST step, enter the third-party product service called via the REST API.
         Graphical process editor - Edit step REST.png

  • REST Connection: Name identifying the connection associated with the service. Used to retrieve the information required to access the REST API of the service, such as the login and password and the variables in the service URL.
  • Resource: Name identifying the resource accessed via the service. If the request run by the method contains parameters, they will appear in the Parameter / Value table. To specify a value, you can enter it manually or select a tag using the data entry wizard via Roles-Tags window icon.png.

         Example documentation icon EN.png  Create a card (task to do) in Trello

Resource REST step
REST step - Example Resource.png REST step - Example Parameters Values table.png

Action Type (Note: The values available depend on the context): Used to define the action to be performed in the step and determines the information to be specified. Open url.png See the list of action types.

Life Cycle Steps (Note: Only if a life cycle is associated with the Start step Graphical process editor - Start step icon.png of the workflow): Step in the life cycle associated with the workflow step. It is highlighted in the breadcrumb displayed in the Incident/Request form once the workflow step is run.
         Example documentation icon EN.png  Life Cycle Workflow - Breadcrumb.png

Role: Role for the step, used to identify the groups or individuals required to intervene at the start of the step.

  • Click Roles-Tags window icon.png to access a list of roles. The data entry wizard will only display contextual roles based on the step.

Questionnaire: Standard or multi-section questionnaire displayed at the start of the step.
    Note:

  • This questionnaire can be replaced by another based on the category of the process if an override was defined.
  • In an approval step, the questionnaires below override the questionnaire associated with the step:
    • Questionnaire (Accepted): Questionnaire displayed when users click the Accepted link in the approval email.
    • Questionnaire (Refused): Questionnaire displayed when users click the Refused link in the approval email.
    • Questionnaire (Information Request): Questionnaire displayed when users click the Information Request link in the approval email.
       

Entry Status: Status of the processed object at the start of the step.

OLA: Operational Level Agreement that specifies the speed of intervention required from service providers in completing the step.

SQL Condition: SQL query used to estimate the exit value of a conditional step. 

  • You can use smoServer functions such as getSLADelay and calculateMaxResolutionDate
  • Create an instance variable to retrieve the value returned by the condition (@RESULT value):
    • Exit value is True: at least one record was returned.
    • Exit value is False: no record was returned.
       

SQL Script: Script used to run an SQL query. 

WEB Service Reference (Note: Web services must first be defined in Administration > WEB Services Parameters): Name of the external web service called during the step, e.g. password reset.

  • Comments are automatically displayed as well as the default values defined when the web service was configured and the list of parameters required for its execution.
  • To specify the value of a parameter, click Edit icon.png and enter the value manually or select a tag using the data entry wizard via Roles-Tags window icon.png.
  • To delete the parameter value, click Delete icon.png.
  • Create an instance variable to retrieve and test the return code returned by the web service (@RESULT value).
     

Return Address: Email address where recipients must send their messages. 

  • Use a semi-colon to separate different addresses.

Additional Recipients: List of recipient email addresses where the notification email must be sent in addition to those specified in the Role field. 

  • Click Roles-Tags window icon.png to select the email addresses you want using roles. 
  • Use a semi-colon to separate different addresses.

Cc: List of recipient email addresses where a copy of the message must be sent. 

  • Click Roles-Tags window icon.png to select the email addresses you want using roles. 
  • Use a semi-colon to separate different addresses.

Warning Message: Subject and body of the email sent during the step. 

  • The message may contain text and tags
  • Click Roles-Tags window icon.png to access a list of tags. The data entry wizard will only display contextual tags based on the step.
  • Use the toolbar to format text.
             Toolbar.png
    • Move the cursor over each icon in the toolbar to see its infotip.
    • A contextual toolbar available for certain objects is displayed when you click the object, e.g. image, hyperlink or table.
Open url.png See the description.
Description

Text formatting

Police toolbar.png  Bold/Italic/Underline/Strikethrough

Paragraph toolbar.png  Align text  (Left/Center/Right/Justified)

Font Size Color toolbar.png  Font/Font size/Text color

Tabulation toolbar.png  Decrease indent/Increase indent (tab)

Managing images

Image icon.png  Insert/Edit an image
         Image detail.png

Source: URL of the image to insert in the mail component.

Image description: Description specifying an alternate text for the image, if this one cannot be displayed.

Dimensions: Pixels width and height of the image. If you want to resize the image while maintaining the aspect ratio, you should check the Constrain properties box. Enter the dimension you want: the other dimension is automatically adjusted.

Note: If you want to modify the properties of an image (background color), click Html Editor icon.png to switch to the Html mode, make your changes then click [ OK ].

Enriched text

Line icon.png  Insert horizontal line

Special character icon.png  Insert special character

Table icon.png  Insert table: Move the cursor to select the number of rows and columns you want.
         Table detail.png

Click the table displayed in the text editor to modify its properties. A contextual toolbar will appear.
         Table toolbar.png

Hyperlink toolbar.png  Insert a hyperlink
         Hyperlink detail.png

Url: URL of the link.

Text to display: Hyperlink text.

Title: Infotip displayed when the cursor hovers the link.

Target : By default, the link will be opened in the current tab or window. Select the New window option to open the link in a new tab or window.

Document editing

Undo toolbar.png  Undo/Return to the last modification

Paste as text icon.png  Paste as text: Paste on the text as unformatted text (cancel formatting).

Full screen icon.png  Full screen: Used to switch from a minimized window to full screen mode.

Html Editor icon.png  HTML code editor : Used to toggle between the HTML code editor and the Wysiwyg preview.

Entry Conditions (Note: Only when at least one step in the process has exit values): Conditions that must be fulfilled before the step can start. 

  • Click Add icon.png to initialize a new condition. It identifies one of the steps that has already been defined in the process and its expected exit value.
  • First Step (Note: Only with an initialized condition): When the box is checked, this indicates that the step will be run when the process starts.
  • Step Name: Step that must be run before the current step can start.
  • Exit Value: Value that the selected step must have before the current step can start. Only possible exit values for the selected step are displayed.
  • Separator: When there are several conditions, this indicates the way they will be processed:
    • OR: If the condition is not fulfilled, the step will start only if at least one other condition is fulfilled.
    • AND: If the condition is not fulfilled, the step cannot start even if all other conditions are fulfilled.
       

Final Status (Note: Only for steps where the action type is Workflow End): Status at the end of the step when the workflow terminates prematurely.

  • Only a status whose meta-status is Completed can be selected.

Example documentation icon EN.png You can exit the process without processing the incident if the solution is considered to be too costly.

 

End Conditions (Note: Only for the End step Graphical process editor - End step icon.png): Conditions that must be fulfilled before the End step can start. 

  • Click Add icon.png to initialize a new condition. It identifies one of the steps that has already been defined in the process and its expected exit value. Open url.png See Entry conditions.
     

Instance Variable: Information related to the time for running the process (e.g. query result or value returned by a web service) to be stored so that it can be reused for another step in the process (e.g. in an entry condition or in a tag in an email).

  • Syntax for using an instance variable in emails: #[VAR.variable_instance_name]#
  • Variable Name: Descriptive name of the instance variable, to make it easier for users to reuse in other steps.
  • Value Type:
    • String: The instance variable is a fixed value identifying a string of characters.
    • Variable: The instance variable is a value that is estimated when the process is run.
  • Variable / Value: Value attributed to the instance variable:
    • If it is a String value type, enter the string of characters.
    • If it is a Variable value type:
      • A drop-down list will display all instance variables that have been defined.
      • The @RESULT variable refers to the result of the current step, e.g. result of an SQL query for a conditional step, value returned by a web service, or result of an SQL script for an internal update step.

         Example documentation icon EN.png 

  • For the conditional step Available mobile number, the @RESULT variable will identify the result of the SQL query used to search for the user's mobile number.
  • For a web service step Password reset, the @RESULT variable will identify the new password for the user. 

Palette of action types

         Graphical process editor - Action types bar.png

  • The pane displays all available action types for processes grouped into three categories:
    • Automatic Actions (workflows and business rule related processes): List of automatic action types that do not require user intervention, e.g. sending of an email or a web service step.
    • REST Actions (workflows and business rule related processes): List of third-party product services with which Product name - ev itsm.png can interface via the REST API of the service. Used in both workflows and business rule related processes.
    • User Intervention (workflows): List of manual action types performed by a user, e.g. rating or approval.
  • To display or hide the palette, click Graphical process editor - Action types bar - icon Open panel or Graphical process editor - Action types bar - icon Close panel to the right of the palette.
  • To display or hide the action types of a category, click V or > next to it.
  • To add a step associated with one of the action types in a process, click and drag it to the graphic editor.
             Graphical process editor - Action types bar - Drag and drop.png

Graphic editor toolbar

Save icon.png: Used to save the process.

Duplicate icon.png : Used to duplicate the complete process and save it using another name.

Graphical process editor - Toolbar - Process properties icon.png : Used to open the process properties pane. You can also double-click the Start step Graphical process editor - Start step icon.png.

Delete icon.png : Used to delete the selected step.

Graphical process editor - Toolbar - Multi-selection icon.png : Used to switch to multi-select mode for steps. The icon will change to Graphical process editor - Toolbar - Multi-selection On icon.png

  • Click the steps to add them to the selection or press [Ctrl]+[Alt]+[G] on your keyboard to select all of them. Note: Selected steps are outlined in blue dots.
  • Click the Graphical process editor - Toolbar - Multi-selection On icon.png icon again to exit multi-select mode.

Print icon.png : Print the process.

Graphical process editor - Toolbar - Zoom icon.png : Used to modify the zoom level of the display.

Graphical process editor - Toolbar - Preview icon.png : Used to display a mini-preview of the process.

  • Click and drag the red rectangle to see the corresponding portion of the process in the editor. 
  • Click the icon again to hide the mini-preview.
             Graphical process editor - Toolbar - Preview representation.png

Tools available in steps

Access: Click a step or move the mouse over a link to display the corresponding tools.

Green bullet.png (Completed, Accepted) Red bullet.png (Refused, Rejected, True) Blue bullet.png (Information Request, False): Possible exit values for a given step. Open url.png See the list of action types.

Graphical process editor - Step toolbar - Duplicate icon.png: Used to duplicate the selected step with all of its properties.

Break point icon.png : Used to represent a breakpoint in the flow line. Click and drag to move it and form the angle you want.

Delete icon.png : Used to delete the link.

Red bullet small.png : Used to delete the angle of the link. Note: You can delete all angles and the flow line will become straight again.

List of action types

        Graphical process editor - Action types bar.png

Automatic Actions (workflows and business rule related processes)

Action Type Description Type of Process Context Possible Exit Values
Waiting for External Application Pause the workflow while waiting for a response from an external application

- Can be used after the Web Service Step action type where there is no immediate response.

- Once the response is received, the workflow will resume.

Internal Operation Completed
Calculation of Target Resolution Date Runs the calculation of the SLA resolution date once the action starts and not when the incident or request is created

- Used to delay the calculation of the target resolution date.

Internal Operation, Transition, Business Rule Completed
Send Email Send a notification email to recipients identified via their role

- Adapt mail component templates to your business requirements and style guide to format the Send Email steps quickly when an incident/request is created, closed or approved.

Internal Operation, Transition, Business Rule (none)
Related Known Error Create a known error automatically associated with the problem

- Select Operation > Actions in the menu or open the Quick Dashboard to view this type of action in the Back Office.

External Operation Completed
Conditional Step Perform a step based on the result of an SQL script

- You must define the SQL query without the data entry wizard.

- The query can call all of the fields in the data model.

Internal Operation, Transition, Business Rule True; False
Codeless Conditional Step Perform a step based on the result of an SQL script

- You must define the SQL query without the data entry wizard.

- The fields within the scope of the query is defined by the publisher.

Internal Operation, Transition, Business Rule True; False
Internal Update Step Update the Product name - ev itsm.png database using an SQL script triggered by a workflow action Internal Operation, Transition, Business Rule Completed
Web Service Step Run a SOAP web service

- You must first define the Web service by selecting Administration > Parameters > Web Services in the menu.

Internal Operation, Transition, Business Rule True; False
End of On Hold Resume the temporarily suspended incident or request

- The status of the object is not affected.

- Action defined to run at the same time as other actions. Not followed by another action.

Internal Operation (none)
Workflow End Used to terminate the incident or request prematurely due to approval rejection by the financial approval manager or direct manager

- The status is selected from those with the Completed meta-status

- All ongoing actions will be interrupted.

Internal Operation, Transition (none)
Click2Get Installation Run a software installation using Click2Get External Operation, Transition Completed; Failed
On Hold Put the incident/request on hold

- Generally used before the Waiting for External Application action.

- Action defined to run at the same time as other actions. Not followed by another action.

Internal Operation (none)
Automatic Processing Used to insert an action to trigger processing external to Product name - ev itsm.png

- The specific development of this trigger should be carried out by the customer or integrator.

Internal Operation, Transition, Business Rule Completed

REST Actions (workflows and business rule related processes)

Action Type Description Type of Process Context Possible Exit Values
Service (third-party product) Call the resource of a service via its REST API

- Only for non-standard services not provided by Logo - EasyVista.png. You must first configure them by selecting Administration > REST > Services in the menu. Open url.png See the procedure.

Internal Operation, Transition Completed

User Intervention (workflows)

Action Type Description Type of Process Context Possible Exit Values
Closing Operation Run standard IT actions to process the incident or request, with the possibility of requalifying the object when completing the intervention summary

- Generally used in workflows associated with Front Office Default Category.

- Requalification will not trigger the start of the workflow associated with the new category.

- Select Operation > Actions in the menu or open the Quick Dashboard to view this type of action in the Back Office.

External Operation Completed
Closing Transition Run standard IT actions to process the request, with the possibility of requalifying the object when completing the intervention summary

- Requalification will not trigger the start of the workflow associated with the new category.

- Select Transition > Actions in the menu or open the Quick Dashboard to view this type of action in the Back Office.

External Transition Completed
Rating Ask the user (usually the requestor or recipient) to give a score based on the quality and speed of the intervention provided by the IT team External Operation, Transition Completed
Installation Operation Provide recipients with all of the elements in the incident/request such as equipment, consumables, or software, and indicate the hardware on which the software should be installed

- Usually performed after the Logistics step.

- Select Operation > Actions in the menu or open the Quick Dashboard to view this type of action in the Back Office.

- Actions processed using the Take from Stock or Delivery Reception wizard.

External Operation Completed
Installation Transition Provide recipients with all of the elements in the request such as equipment, consumables, or software, and indicate the hardware on which the software should be installed

- Usually performed after the Logistics step.

- Select Transition > Actions in the menu or open the Quick Dashboard to view this type of action in the Back Office.

- Actions processed using the Take from Stock or Delivery Reception wizard.

External Transition Completed
Logistics Provide all of the elements in the request such as equipment or consumables

- Select Operation > Service Requests > Logistics or Transition > Logistics in the menu to view this type of action in the Back Office.

- Actions processed using the Take from Stock, New Order or Add to Open Order wizard.

External Operation, Transition Completed
Plan with Collision Detection For a given period, used to detect the existence of blackout periods associated with an impacted or impacting CI, change requests associated with an impacted or impacting CI and planned change requests.

- Select Transition > Collision Detection in the menu to view this type of action in the Back Office.

Internal Transition Completed
Operation Processing Run standard IT actions to process the incident or request

- Used to complete the intervention summary.

- Select Operation > Actions in the menu or open the Quick Dashboard to view this type of action in the Back Office.

External Operation Completed
Transition Processing Run standard IT actions to process the request

- Used to complete the intervention summary.

- Select Transition > Actions in the menu or open the Quick Dashboard to view this type of action in the Back Office.

External Transition Completed
Operation Approval Ask the direct manager to validate the intervention of the IT team

- Approval is performed via an Accepted/Refused/Information Request link sent by email to the user.

- Select Operation > Actions in the menu or open the Quick Dashboard to view this type of action in the Back Office.

External Operation Accepted; Information Request; Refused
Operation Approval with Authentication Identical to the Operation Approval action type, but users are first required to authenticate by entering their password External Operation Accepted; Information Request; Refused
Self Service Approval Ask the user (usually the requestor or recipient) to validate the intervention by the IT team

- Approval is performed via an Accepted/Refused/Information Request link sent by email to the user.

- Select Home in the menu or open the Quick Dashboard to view this type of action in the Self Service portal.

External Operation, Transition Accepted; Information Request; Refused
Self Service Approval with Authentication Identical to the Self Service Approval action type, but users are first required to authenticate by entering their password External Operation, Transition Accepted; Information Request; Refused
Self Service Approval with Survey Identical to the Self Service Approval action type, but if the intervention is accepted, you can ask the user to give a score based on the quality and speed of the intervention

- Select Home in the menu or open the Quick Dashboard to view this type of action in the Self Service portal.

External Operation, Transition Accepted; Information Request; Refused
Transition Approval Ask the financial approval manager or direct manager to approve the handling of the request (action at the start of the workflow) or validate the intervention of the IT team (action at the end of the workflow)

- Approval is performed via an Accepted/Refused/Information Request link sent by email to the user.

- Also used to charge the change request to a budget allocation or the investment request to a budgetary commitment.

- Select Transition > Actions in the menu or open the Quick Dashboard to view this type of action in the Back Office.

External Transition Accepted; Information Request; Refused
Transition Approval with Authentication Identical to the Transition Approval action type, but users are first required to authenticate by entering their password External Transition Accepted; Information Request; Refused

Procedures

How to use the process graphic editor

1. Go to the list of workflow processes or business rule processes and click Add icon.png.

  • Workflow: Transition or Operation > References > Workflows
  • Business rule: Administration > Business Rules > Related Processes

2. Specify the general properties of the process and click [ SAVE ]. The graphic editor will appear. The Start Graphical process editor - Start step icon.png and End Graphical process editor - End step icon.png steps are placed.

3. Create the first step in the process, e1.

  • Select the palette of action types you want. Click and drag the step you want to the graphic editor.
             Graphical process editor - Action types bar - Drag and drop.png
  • Double-click the outline of the new step and complete the properties pane (Note: Based on the type of action selected, the fields may differ). 
  • Click [ CONFIRM CHANGES ]. A green line will automatically link the Start step Graphical process editor - Start step icon.png to the new step.

4. Create the next step in the process, e2, by repeating the procedure in step 3. 

  • By default, e2 will be placed under the first step, e1. See the procedure in point 7 below on how to move the step.
  • A flow line will automatically be added to the display. 

   Different case scenarios:

Step e2 Notes
First Step

Graphical process editor - Presentations - Initial step.jpg

  • A green line will automatically link step e2 to the Start step.
Step with entry conditions for e1

e1 = step with only one possible exit condition, Completed

Graphical process editor - Presentations - One possible value.jpg

  • A green line links steps e1 and e2.

e1 = conditional step

Graphical process editor - Presentations - Conditional step.jpg

  • The selected exit value is True. A green line will link steps e1 and e2.
  • The selected exit value is False. A blue line will link steps e1 and e2.

e1 = approval step

Graphical process editor - Presentations - Validation step.jpg

  • The selected exit value is Accepted. A green line will link steps e1 and e2.
  • The selected exit value is Refused. A red line will link steps e1 and e2.
  • The selected exit value is Information Request. A blue line will link steps e1 and e2.

e1 = Web service step

Graphical process editor - Presentations - Web Service step.jpg

  • The selected exit value is True. A green line will link steps e1 and e2.
  • The selected exit value is False. A red line will link steps e1 and e2.

5. Create the other steps in the process to manage each possible exit value for the first step, e1.

  • To duplicate an existing step, click the step you want and then click Graphical process editor - Step toolbar - Duplicate icon.
  • You can create an entry condition directly for a step without using the properties pane.
              Graphical process editor - Presentations - Create entry condition.jpg
    • Click the step with the exit values you want, e.g. step e1. The possible exit values will be displayed in different colored dots Green bullet.png Red bullet.png Blue bullet.png.
    • Click and drag the point representing the exit value you want to the step with which it will be linked, e.g. step e2. A flow line will automatically be drawn.
    • An entry condition is automatically created for the final step of the link.
    • The exit value is equal to the value selected in the link.

6. Double-click the End step Graphical process editor - End step icon.png and specify its properties. A flow line is automatically added between this step and each step defined in the end conditions and the End step. The color will depend on the exit value.

7. Edit the layout of the process:

  • To move a step in the graphic editor, click and drag the step to the spot you want. Its flow lines will automatically be moved.
    Note: To move a set of steps, click Graphical process editor - Toolbar - Multi-selection icon in the toolbar and then click each step to add it to the selection. You can also press [Ctrl]+[Alt]+[G] on your keyboard to select all of them. Click the Graphical process editor - Toolbar - Multi-selection On icon.png icon again to exit multi-select mode.
  • To modify the position of the final arrow for a step, click and drag the arrow to the spot you want.
  • To modify a flow line: Graphical process editor - Presentations - Change connection line.jpg
    • Click the line at the spot where you want to insert an angle. A breakpoint Break point icon.png will be added.
    • Click and drag the breakpoint to form the angle you want.
    • To delete an angle, click Red bullet small.png. This portion of the flow line will become straight again.
    • You can delete all angles and the flow line will become straight again.

8. Click Save icon.png.

Procedure

How to define a new resource and associate it to a REST action type

1. If the new resource concerns a third-party product service that is not provided as standard by Logo - EasyVista.png, create this one:

  • Select Administration > REST > Services in the menu.
  • Click Add icon.png.
  • Specify the fields. Note: In the service URL, enter the variable names in between curly brackets { }.
  • If you want to associate an icon with the service, click [ CHANGE ] to select it.
  • Click [ SAVE ].

2. If the connection associated with the service doesn't exist, create this one:

  • Select Administration > REST > Connections in the menu.
  • Click Add icon.png.
  • Select the service you just created by selecting the relevant authentication method from the list to filter the values.
  • Specify the information required, such as the login and password, and the values of the variable parameters.
  • Click [ SAVE ].

3. Create the resource associated with this connection:

  • Select Administration > REST > Resources in the menu.
  • Click Add icon.png.
  • Select the service and the connection desired.
  • Specify the information required.Note: The resource URI will automatically be added to the service URL.
  • If the resource uses GET, you can narrow down the data you want using the Selector tool.
    • Click Apps - Edit icon.png next to the Selector field.
    • You can click the tag you want in the JSON table (Note: It will appear in yellow). You can also enter an expression in the search field and click [ FILTER ].
    • Click [ SAVE ].
  • For the other methods, specify the body of the request in the Content field. Open url.png See the examples.
  • Click [ SAVE ]. It will now appear in the list of action types in the graphic editor of the process.

4. You can now add the new resource to a step in a process via a REST action type :

  • Open the workflow or business rule related process you want.
    • Workflow: Transition or Operation > References > Workflows
    • Business rule: Administration > Business Rules > Related Processes
  • Click V next to REST Actions.
             Graphical process editor - Action types bar.png
  • Click and drag the new service to the graphic editor.
             Graphical process editor - Action types bar - Drag and drop.png
  • Double-click the outline of the new step and complete the properties pane.
  • Click [ CONFIRM CHANGES ].
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Last modified by Unknown User on 2018/04/24 10:51
Created by Administrator XWiki on 2013/03/25 18:11

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