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Part 2: Advanced Workflow Design Techniques The Nuxeo Platform has an integrated workflow engine with a full-featured workflow designer to help you define custom workflows that model your business processes. This series of two webinars will give a complete functional overview of workflow design in the Nuxeo Platform. Join Alain Escaffre, Director of Product Management, for this live webinar with a demo and Q&A to find out how the workflow designer works. If you’d like to play first, you can download the Nuxeo Platform and register for a free 30-day trial of Nuxeo Studio. The first webinar offers an introduction to workflow design for the Nuxeo Platform.
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Content Management PlatformFor Business Applications/
Alain Director of Product Management
Designing Workflows for the Nuxeo Platform, Part 2
Nuxeo / The Platform
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Automation
Repository
Form and Presentation
Engine
Conversion kitWorkflow Engine
Auth. & Identity Management kit
Customizable Web app
Ready-to-integrate features (add-ons) ex: comparison, quota, invitation
REST API
CMIS
Client SDKs:!
JavaJavaScript
PythoniOS
Android
WEBDAV
Drive (bi-directional file synchronization with the
desktop)
Nuxeo / The Company• Nuxeo supports customers in creating, building,
maintaining, deploying and operating apps
• Nuxeo covers the full lifecycle of applications:
• Application Designer: Nuxeo Studio
• Development Environment: Nuxeo IDE (Eclipse), Maven Tooling
• Testing Toolset: Unit, Functional (Sl/WebDriver), Performance
• Deployment tools: Nuxeo Marketplace, Update Center
• We focus on the complete experience for our customers, not just the software you run
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Agenda
• Overview of key advanced workflow features
• Overview of available documentation
• Learn advanced concepts: Complete our Mission Staffing Workflow
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Key Features (Advanced)
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Key features (Advanced)
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‣ Reassignment
‣ Manual delegation
‣ Workflow Automation
‣ Escalation
‣ Multi-task node
‣ Sub-workflow
Escalation
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!
‣ Escalation rules bound to a given node
‣ A rule = a name, an automation chain ID and a condition
‣ Workflow scheduler evaluates rules of all active nodes
Multi-task node
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‣ Create n tasks on one node, one task per assignee
‣ When each task is closed, the task info (name of the user, button clicked, comment) is added to the “TasksInfo” object, available in automation context on the node
‣ If the node is resumed before each user has closed the task, respective tasks go to “canceled” state
Sub-workflow
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‣ A specific node that instantiates a new workflow for the same list of documents, based on the given workflow model ID
‣ Accepts some parameters for initializing the global variables of the sub-workflow
‣ Node is active until the sub-workflow is achieved
‣ Canceling the main workflow will cancel sub-workflows
Overview of Existing Documentation Resources
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Workflow Engine
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!
‣ Link : http://doc.nuxeo.com/x/OwzF‣ Understand deployment cycle
‣ Understand how the graph is interpreted
‣ Example of escalation rules
‣ Workflow specific variables available in automation context
‣ Naming Conventions
Studio Designer
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!
‣ Link : http://doc.nuxeo.com/x/IwGw‣ Screen by Screen help
‣ Link : http://doc.nuxeo.com/x/IwGw
‣ Simple workflow step-by-step tutorial
Let’s Go!
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Studio deployment model
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• Configuration tool
• No coding required
• Generates a Bundle
Our Scenario (Same As Part I)
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‣ A mission order workflow: a purchase order is received, document is assigned to the staffing committee that will then either ask for more information or assign to someone for fulfilling the mission.
Implementation
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‣ You will learn how to:1. Make a task reassignable
2. Start a workflow from a button
3. Set up a task reminder
4. Make the workflow move automatically using escalation and automation
5. Use a sub-workflow
What’s Next?
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• Download from nuxeo.com/download
• Free 30-day trial of Nuxeo Studio
• For geeks: nuxeo.com/developers
• Source code: nuxeo.github.io/
• Documentation: doc.nuxeo.com
• Questions? answers.nuxeo.com
Upcoming Webinar
• Building Virtual Navigation Structures for the Nuxeo Platform• Mon, Jan 20
www.nuxeo.com/webinars
Thank You!
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Alain ESCAFFRE Director of Product Managemente-mail: [email protected] me: @aescaffre