Add Employee data

Steps to add Employees

This chapter is a bit special: You will publish the created Entity to the runtime (= generate code that can be used by the workflow engine during runtime), set the needed security mechanisms to use the solution and add data to the Entity.

Publish the solution

Publish a solution is very easy. Right click on your TrainingManagement solution in the workspace and click on Publish to Organization in the context menu:

Publish Solution
Publish Solution

Green signs mark the successful publishing:

Publish successful
Publish successful

Close the dialogue.

Update security settings

Before you can update the permissions of the solution it has to be published.

Before you can use the solution you have to grant access.

You can access the administration overview of Process Experience (the UI for the Entity worker) using following url schema:

http(s)://<machine-name>:<port>/home/system/app/admin/web/config#

Process Experience Administration
Process Experience Administration

Look for your solution in the left column and click on it. The name starts with the organization name you provided during the creation of the workspace/project. If you cannot find your solution, try to reload the page and/or publish the project to the organization.

In the Solution Security section (middle column) click on Use Solution and mark following Roles in the right column (make sure that your user is assigned to that roles):

  • Entity Runtime Administrator of OpenText Entity Runtime
  • Entity Runtime Developer of OpenText Entity Runtime
  • Entity Runtime User of OpenText Entity Runtime
Grant access to your solution
Grant access to your solution

The updates are stored automatically. Close the window/tab.

Process Experience

Open Process Experience. You can access Process Experience using following url schema:

http(s)://<machine-name>:<port>/home/system/app/processExperience/web/perform

Home Page

The standard layout is called Home Page.

Home Page
Home Page

You can specify different Layouts and select them in Process Experience using the drop menu on the top left side of the screen:

Page Layouts
Page Layouts

Depending on your environment (permissions, settings, existing solutions,…) you can see different lists on the left hand side of the layout. The right hand side contains the data sets of the specific list. To group the existing and the coming lists, click the menu in the list and select New category:

List Category
List Category

If you cannot see the context menu, click Show customizations:

Show customizations
Show customizations

Name the newly created category Training Management and save it:

List Category Training Management
List Category Training Management

Add the All Employees list to the newly created category using drag and drop.

Add Employees

Click on your All Employee list and you will see the columns in the list you created but no data. To add your first record click on the +:

Create new employee record
Create new employee record

The Create form ist opened in a modal dialogue.

Add at least one record. To save the record click the Create button. To save the record and directly create another one click Save and create another:

Create new employee record
Create new employee record

After you created some records your list will display the data:

Created employee record
Created employee record

Open an Employee record

To open a record click on the corresponding record. The information will be displayed in the Default form.

You can Print and/or Delete the record:

Display employee record
Display employee record

To navigate back to the list click on the Home link in the breadcrumb area:

Navigate Home
Navigate Home

Filter list

To open the filter area click on the >:

Open Filter
Open Filter

You can see all the filters that you added in the list. You can specify your criteria:

Filter Area
Filter Area

Data export

To export the data as csv click on the export button:

Export records
Export records

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