How to Design a Workflow

Step 1: Create a New Workflow Model

• Use the workflow designer to create a new model
• Give it a name and key
• Add a description

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Step 2: Design the Flow

Using the visual editor, you can add:

• Start Event
• User Tasks
• Script Tasks
• HTTP Tasks
• Gateways
• Message Events
• Receive Tasks
• End Event

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Step 3: Create Forms

1. Design the form with the form builder
2. Available field types:
   • Text
   • Dropdown
   • Radio Buttons
   • Date Picker
   • Check Box
   • Table
3. Mark fields as required or read-only
4. Define outcomes
5. Link the form to the user task using the form key

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Step 4: Create an Application

• Create an App model
• Associate workflow model with the app
• Set application ID

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Step 5: Deploy

• Click deploy
• Forms are published to the task center

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Starting a New Process

1. Select the workflow
2. Fill out the start form
3. Click submit
4. The system creates a new process instance

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Working on Tasks

1. Open your task inbox
2. View assigned tasks
3. Claim a task
4. Fill out the form
5. Click an outcome button

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Task Actions

Action	What it Does
Claim	Take ownership of a group task
Release	Give up a claimed task
Forward	Reassign the task
Complete	Submit your decision/data

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Viewing Process Information

You can view:

• Process diagram
• Process variables
• Task history

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Functional Flow

DESIGN TIME
1. Create Workflow Model
2. Design BPMN
3. Create Forms
4. Create App Container
5. Link Model to App
6. Deploy

RUNTIME
7. Start Process
8. Tasks Created
9. Users Claim/Complete
10. Gateways Route
11. Next Tasks
12. Process Ends

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API Call Sequence

Design & Deploy a Workflow

1. POST /api/models/create
2. PUT /api/models/{id}/json
3. POST /api/models/createForm
4. POST /api/models/create
5. PUT /api/models/app-definitions/{appId}
6. POST /api/models/deploy/{modelId}/{appId}

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Run a Process

1. POST /startProcessWithForm
2. GET /taskByProcessInstanceId/{id}
3. POST /forwardOrClaimTask/{taskId}/{user}
4. POST /completeTaskWithForm
5. GET /processInstanceData/{id}