bizflowtraining/Online material/My First BizFlow

BizFlow Introduction Course
Exercise Guide
Exercise 1 – Design a process and save it to the desktop
The objective of this exercise is to understand how to design a process off-line and save it to your
desktop.
Completed Process
NOTE: BEFORE STARTING THESE EXERCISES, BE SURE TO SET THE PREFRENCES IN BPS TO SET
THE INITATOR AS THE DEFAULT PARTICIPANT
1. Open BPS (BizFlow Process Studio) by double clicking the icon on the desktop
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2. Click the Process Icon on the top menu bar to launch the Modeler.
3. Click OK when the pop-up window comes up.
4. Drag 2 human activities, a none start and terminate end activity from the palette to the process canvas.
5. Link the activities by using the line and HVline. Click the line from the menu first and place your mouse
over the activity you are starting from and drag to the other activity and release.
You process should look like the screen shot below.
6. Double click <Activity 1> and you can renamed the activity. Change the names as shown in the screen
below.
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7. Double click the swim lane labels and change them to Employee and Manager. You can right click to
delete a lane. Do the same with the Pool 1 to name the process itself.
8. Then double click the transition lines and label them with Approve and Disapprove.
9. From the File Menu, select “Save Local” and save the Model as “My Second Process Your Name”
ie: My Second Process Daniele”. This will create a file on your desktop or whatever location you browse
to to save the file.
Select “Save Local”
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Exercise 2 – Annotating a process and creating a document
The objective of this exercise is to understand how to annotate (add notes) to a process and output a
document of the process.
Open BPS, Launch the Process Modeler as you did in Exercise 1.
From the Process Modeler File menu, select “File open local” and locate and the process you just
created on the desktop. (It is a .wdl file). Select it to open it in the modeler.
1. Add text annotations using either the Static Text or Text Annotation
using the icons on the designer tool bar.
To resize the text window use the ctrl key and pull the text window. You can change the color of the
text by right clicking on the text.
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2. Color code the disapproval transition line by double clicking on it and selecting its property tab.
You can also change the icon of the manager activity by double clicking the activity, clicking the iocn
tab from the property window. Navigate to the Plan foler and click an icon, then click OK.
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3. Go to the Tools Menu of the Process Modeler and select Documentation.
4. In the pop-up window at the left, select (check) Process, Activity and Event or you may click the
Select all items check box.
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5. On the right, keep the default setting for File Type HTML
6. Click the enabled Browse button
Navigate to the desktop in the window that pops up
Enter a name for your document
Save it to your desk top by clicking OK.
The resulting document should pop up.
7.
Try different check box options for example select only the Process Flow
8. Once you have generated a document from the File Menu select “Save Local” again. This will over
write the previous file you created in exercise 1.
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Exercise 3 – My first on-line published process
The objective of this exercise is to design a process and save it to the server so
a) a project team can access it and potentially collaborate on it (using check in and check out)
b) you can add attributes so that the model can be “executed” (initiated and run through the web
client)
1. Launch the BizFlow Process Studio and Right-Click on the server icon and select Connect.
2. Enter your ID and password and click OK
3. Navigate to your Project Folder
4. Right-click on the Process Definition folder and select “New Process Definition”
The Process Designer Opens to the right.
5. From the file menu of the Process Modeler, select open local and open your process from the earlier
exercise that is on the desktop (or where ever you saved it).
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.
6. Next, Double click the Manager Reviews Form activity in your process and add a Response Group by
selecting the the General Tab.
Click Response Group
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Click Add
Enter a Group Name ie: “Approval”
Click Add and enter Approve
Repeat for Disapprove
Click OK
Click OK Again
Click OK Again
7. Now you can use this response and add it as a Condition to the transition from Manager to the end
point or back to the Employee. Double click on the transition line that connects the Manager Reviews
Activity to the end point.
Enter a Name “Approve”
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For Condition Type select simple
Select the Response Tab
Select the Manager Reviews Activity and Response Approve
Click Add
Click OK
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8. Set a condition the same way for the disapprove path by double clicking the line from Manager Reviews
back to Employee Completes.
Add a disapprove condition by repeating the steps above but using Disapprove as the response
condition.
9. Click the “Add to server” icon on the Process Designer menu to add the process to the server.
10. Navigate to the Training Project. Type the Name of Your process (“My First Process Daniele”)
11. Make sure the process Status is Publishable (On the process properties under file menu)
12. Click OK
13. To publish the process, right click on the PROJECT and select publish. Follow the 2 step wizard by first
selecting the process you want to publish and pushing it to the “objects to publish”, then in the second
step, select the process and “which folder” to publish it to.
Once the Process is Published, disconnect from BPS and login to the Web Client.
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The URL is: https://trainingsvr.bizflow.com
14. Go to the Start New Menu and find your process in the list. Click it to start the process.
15. We did not add a form so the activity opens without any task to perform. However, you can “complete”
the item by clicking complete on the top menu and then in the pop up window click “send”.
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16. Once the activity is completed a new work item will be in your inbox. The approve task. You can open
and complete it. Note, you will see the approve/disapprove response option you defined on the
manager reviews form activity.
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Exercise 4: Adding a form and republishing the process
In this exercise you will add variables and link a form to the process and republish it.
Remember BizFlow has a check in and check out method. When you saved the process to the server, you will
now need to check it back out first. You can use the file menu and select check out or just click the icon on the
menu bar.
The next step in designing the process will be to add data variables. This allows the values collected in the
form to be passed to the process and from activity to activity when it goes from one inbox to another ie From
the Employee who completes it to the Manager who will be approving it.
1. Right click anywhere in the process canvas or from the file menu you can select process property and
then the process variable tab.
2. Click the process instance variable (Name column) and click add.
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3. Add each process variable as shown above then click OK. Be sure they are “exact” in terms of upper
and lower case and type (string or date).
4. Next, link the form by selecting it from the application folder of the Training Examples project. Drag the
form to each of the two activities on your process.
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5. Double click each activity and view the application tab to be sure it was set. You should see your form
on the right side as shown below.
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6. Verify the Model will work by clicking the “verify” icon on the process modeler menu.
There should be no errors in the window.
7. Publish the process as you did in the last exercise.
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Exercise 5: Gateways
In this exercise you will add a gateway to your process.
Step 1: Add an additional Human Activity to your model. Name it HR Manager Approves Request.
Step 2: Add a XOR gateway to the process and link it to the Manager Approves Activity and the HR Manager
Approves Activity. Then Link the HR Manager Approves request to the Manager Approves Request.
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Step 3: Open the gateway by double clicking in it. Set the Outgoing flow that connects to the Manager
Approves request to the default path.
Step 4: Now set the other path to the simple rule TimeOffType = “M”
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Check the process back in.
Republish the project.
Run the process in the web client to test your results.
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Exercise 6: Deadlines and alerts
In this exercise you will add a deadline to your process.
Check the process out.
Step 1: Drag the timer event to the border of the Manager Approves Request
Step 2: Double click the manager approves request and select the deadline tab
Step 3: Set the screen as shown above setting the type to Work Item Creation Time, the deadline to 5 hours,
the start alert to 1 hour before for 5 hours in every 1 hour. Set Type to Priority escalation and escalation value
to 1.
Then Click Add.
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Check the process back in.
Republish the project.
Run the process in the web client to test your results.
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