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:

Training Workflow Lifecycle Building Block
Training Workflow Lifecycle Building Block

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

Training WorkTraining Workflow Building Block list Lifecycle
Training Workflow Building Block list Lifecycle

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):

Workflow Designer
Workflow Designer

Model following Lifecycle:

Training Workflow Lifecycle
Training Workflow 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:

Training Workflow Configure Task
Training Workflow Configure Task

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

Training Workflow Lifecycle Task Relation
Training Workflow Lifecycle Task Relation

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:

Display Name Approve Training
Name ApproveTraining
Name ApproveTraining

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

Task List Training Workflow Default Form
Task List Training Workflow Default Form

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:

Task List Training Approved
Task List Training Approved

Save and close the form wizard.

Add the Workflow Action Bar

Add an Action Bar to your Task List:

Display Name Training Workflow Task Actions
Name TrainingWorkflowTaskActions
Description TrainingWorkflowTaskActions

Click the Configure button and add following actions:

  • Open
  • Complete
  • Delegate
  • Add related task
  • Properties
Task List Actions
Task List Actions

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:

Display Name Training Approval Layout
Name TrainingApprovalLayout
Description TrainingApprovalLayout

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:

Task List Layout Actions
Task List Layout Actions

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

Task List Layout Form Panel
Task List Layout Form Panel

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

Task List Layout Discussion Panel
Task List Layout Discussion Panel

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:

Training Workflow LifecycleLayout Model
Training Workflow LifecycleLayout Model

Select your Layout model:

Training Workflow LifecycleLayout Model
Training Workflow LifecycleLayout Model

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

Save and close the wizard.

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