WORKFLOW Parent/Child Forms. Adrian Jimenez Winshuttle

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Erica Bond
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1 WORKFLOW Parent/Child Forms Adrian Jimenez Winshuttle 1

2 Introduction Winshuttle Workflow Parent/Child forms Uses: - Instantiate another fully independent process from a repeating element - Synchronize the progress of multiple processes - Break apart a complex form into more manageable pieces 2

3 Target Audience Business Process Developers 3

4 Winshuttle Platform (cont.) Workflow (approval process) Central Library Designer Form List 4

5 Basic Concepts Common (SharePoint/Winshuttle) Site Group of pages, libraries, lists, etc. Library Create and collect files List Create and collect data Security User permissions (site groups) 5

6 Basic Concepts (cont.) Unique (Winshuttle) Workflow engine Designer Web parts 6

7 Designer Canvas Workflow Properties Process/form name Duration (units) Notifications 7

8 Swimlanes (Roles) SharePoint Site Groups* * domain groups not supported 8

9 Swimlanes (Roles) Participant Resolver Data Source Form/list values 9

10 Swimlanes (Roles) Assignment style Person hardcoded Person from role Single assignee Team from role One or more assigned Include self To include/exclude Optional assignments Transition conditions 10

Nodes Activity Assignment - completion email Uses: -

11 Nodes Activity Assignment - completion Uses: - Task/assignment for participant - Assignee completes task 11

Nodes Approval Assignment - decision Email Uses: -

12 Nodes Approval Assignment - decision Uses: - Task/assignment for participant - Assignee(s) approve or reject - Team vote 12

Nodes Notification Email Form/list/library information Uses: - Notify

13 Nodes Notification Form/list/library information Uses: - Notify participants of workflow progress - Forward form data without assigning a task 13

14 Nodes Plugins Automated action Helper functionality Uses: - Execute web services to SAP - Copy a form - Send an to outside - Update SharePoint list/library - Export form data to database - Start a process 14

Views Winshuttle Workflow Views ShareVisPreProcessView Presented at form instantiation ShareVisPostProcessView Presented at process completion

15 Views Winshuttle Workflow Views ShareVisPreProcessView Presented at form instantiation ShareVisPostProcessView Presented at process completion ShareVisResubmitView Presented when form instance is resubmitted ShareVisProcessView Presented when form instance is accessed outside of an assignment 15

16 Key Components Parent Form Process Form ID FORM PROCESS LAUNCH Plugin WAIT FORM CHILD PROCESSES plugin LOOP node WAIT plugin UPDATE SHAREPOINT LIST plugin UPDATE COLUMN plugin EXPORT REPEPEATING GROUP plugin Child Form Process Participant Resolvers Form ID LOOP node WAIT plugin UPDATE SHAREPOINT LIST plugin UPDATE COLUMN plugin Helper List (optional) SVSERVICE 16

17 Parent Key Concepts 1 Parent Child1 Child2 Child3 17

18 Key Concepts Progress Synchronization WAIT FOR CHILD plugin Parent Child1 Child2 Child3 Parent 18

19 Query, Update Key Concepts Data Synch Parent List Child List Query, Update 19

20 Demo Parent/Child Configuration

21 Q&A Questions 21

22 Winshuttle 101 Thank you!!

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