Add Training Workflow Lifecycle

In this step, you’ll add the workflow component to your Entity, called Lifecycle.

Add the Lifecycle Building Block to your Training Workflow Entity:

You will see that two new entries are in our Building Block list: Lifecycle and Task list.

Model the workflow

To open the workflow modeler click the Configure button in the Lifecycle segment. On the left hand side of the designer you can see all existing artifacts to model your workflow (based on case management but you can also add bpmn based sub processes):

Model following Lifecycle:

Th workflow is very simple: After the instance has been created, the case worker (in our case the manager of the selected employee) has to approve the training request. Optional: The manager can ask for more details and trigger the second task. Important: The task is in the same State, but not linked to the approval task.

Save and close the designer.

Configure the Task list

In this step, you’ll create the forms/layouts etc. for the Lifecycle. Click on Task List and then on the button Configure task:

As you can se this Entity is a child Entity with an existing Relation to the Training Workflow Entity:

Add the Approve Training Form

During the workflow, the manager can use this form to approve the training. Therefore, he need’s to mark the check box Training approved.

Add a form to the Task list:

Open the designer and drag and drop the Default Form of the parent Entity:

Click the Break link button, drag and drop the properties out fo the container, delete the container and rearranage the properties.

Change the Display value of the property Training approved to None:

Save and close the form wizard.

Add the Workflow Action Bar

Add an Action Bar to your Task List:

Click the Configure button and add following actions:

• Open
• Complete
• Delegate
• Add related task
• Properties

Save and close the wizard.

Add the Approve Training Layout

Technical information: Workflows expect Layouts for displaying information during the runtime, not only forms. Therefore it is necessary to add a specific Layout.

Add a Layout:

Check Preview Layout and Full Layout and open the configuration wizard.

Add following Panels:

• Breadcrumbs
• Actions
• Form
• Discussion.

Open the Actions properties and select your Training Workflow Task Actions:

Change the Name of the Form Panel to Training Approval and select Full at the Chrome dropdown:

Open the Discussion Properties and mark the relation to the parent Entity:

Save the Layout and close the wizard.

Close the Task List Entity and go back to your Training Workflow Entity.

Open your Lifecycle Model (workflow) and double click on the Approve Training task. The properties will be opened. You can also right click on the task and open the properties:

Switch to the Layout Model tab and click the button:

Select your Layout model:

Open the Request more details task and add your Layout model as well.

Save and close the wizard.