Lab 4 - Create a process

Lab Goal

To create a new employee rewards process for HR department

Creating a process

  • From the Asset view after completing previous lab
  • Click on Add Asset button on top right

Creating a process

  • From the Add Asset view
  • Click on Business Process button

Creating a process

  • In pop-up fill in fields as shown and click on OKbutton:

Process designer

  • The process is created and displays the designer

Process designer

  • Note the Alerts pane at bottom
  • Drag it upwards to view, it's showing build failures (incomplete)
  • As you build this process, each failure will be removed and eventually process builds
  • Now it's missing start node transition and end node...

Creating rewards process

  • We are going to design a the following steps in our process:
    1. User task: Approve Reward, for HR employee decision
    2. Script task: Log, to log the HR decision
    3. Gateway: to check path to take based on reward decision
    4. Script task: Personel File, puts note in employee personnel file of reward decision
    5. Service task: Email Notice, sends email to notify employee of results
    6. Sequence flows: transitions between modes (arrows)
    7. End nodes: showing possible end states (approved / denied)

Adding User Task

  • It's possible to use the side menu to select process elements
  • Easier maybe to click a node and use mini-icons to add next node type
    • click on the start node
    • click on mini-icon Create Task to add task node
    • hover on mini-icon under Task to Convert into User

Creating rewards process

  • double click node to name node Approve Reward

Save the process

  • Be sure to regularly SAVE your work, located left top of designer
  • You can (and should!) comment your work, so click on that link
  • Add a comment and click on Save button
  • After saving, should see a green bar showing save succeeded

Adding Script Task

  • Click on Approve Reward node and use mini-icons to add next node type
    • click on mini-icon to Create Task to add task node
    • hover on mini-icon under Task to Convert into Script
    • double click node to name node Log

Save the process

  • You can (and should!) comment your work, so click on that link
  • Add a comment and click on Save button
  • After saving, should see a green bar showing save succeeded

Adding Gateway

  • Click on Log node and use mini-icons to add next node type
    • click on mini-icon to Create Parallel to add task node
    • hover on mini-icon under Task to Convert into Exclusive
    • we want our process to follow only one path (XOR logic)

Save the process

  • You can (and should!) comment your work, so click on that link
  • Add a comment and click on Save button
  • After saving, your process design looks like:

Adding Tasks

  • Click on gateway and use mini-icons to add next node type
    • click on mini-icon to Create Task to add task node
    • hover on mini-icon under Task and click on Convert into Script

Adding Tasks

  • double click node to name node Note personnel file rejected
  • click on check mark at the bottom to apply to task

Adding Tasks

  • Repeat to add second script task from gateway for approved path
    • click on mini-icon to Create Task to add task node
    • hover on mini-icon under task and click on Convert into Script
    • name task Note personnel file accepted

Adding Tasks

  • You can play with the diagram to reposition the tasks and sequence flows as shown:

Save the process

  • You can (and should!) comment your work, so click on that link
  • Add a comment and click on Save button
  • After saving, your process design looks like:

Adding Email Tasks

  • Now we want to add a service task known as Email
  • These are nodes to send an email of the rewards approval process to the employee
    • This requires use of the menu located on the left side bar
    • The last icon on the bottom contains Service Tasks
    • Click to open and click on Email under ServiceTasks

Adding Email Tasks

  • Now adding Email task to canvas
    • Selecting activates the mouse to drag an Email task to the canvas
    • By clicking on the canvas, an Email task will be dropped onto the canvas

Adding Email Tasks

  • Finally, add a sequence flow using Script Task mini-icons
    • Click on Note personnel file rejected to activate mini-icons
    • Select Create Sequence Flow and connect both tasks as shown

Adding Email Tasks

  • Repeat adding Email task after Note personnel file acceptedtask
  • Name the top email task Email rejected
  • Name the botom email task Email accepted

Save the process

  • You can (and should!) comment your work, so click on that link
  • Add a comment and click on Save button
  • After saving, your process design looks like:

Adding End Nodes

  • Click on Email rejected, click on mini-icon Create End
  • hover on mini-icon under task and click on Convert into End Terminate
  • This adds the final end node, name it End rejected path for unique name

Adding End Nodes

  • Repeat for End accepted
  • Save process with a comment
  • Process design completed for this lab should look like:

Rewards process project

(next up, completing process details...)
  • Click on rewards project (use bread crumb menu at the top) and view the domain model assets:
Eric D. Schabell
Global Technology Evangelist and Portfolio Architect Director
@ericschabell
http://schabell.org
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Up next...

Lab 5 - Completing process details