Joget Workflow Training – Basic & Advance for v3.1 – Module 7 – Creating Datalist and Userview

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Joget Workflow v3
Training Programme:
All That You Need To Know
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Last Revised on Oct 1, 2014 based on Joget 3.1Joget Inc Internal Use Only

Joget Workflow Training Programmes
All That You Need to Know: Automating
Your Processes and Building Applications
Developer: Extending and building plugins.
Joget Inc Internal Use Only

Joget Workflow Training
• All That You Need to Know: Automating Your Processes
and Building Applications
• Who is it for? Any business process owner
• Prerequisites:
– Logical understanding on drawing a flowchart
– No software development knowledge required

Outline – Day 1
• Module 1: Introduction
– Introduction to Business Process and Workflow
– Introduction to Joget Workflow
– Overview of Joget Workflow v3 Architecture
• Module 2: Setting up Joget Workflow
– Requirements
– Installation
– Overview of User Management
• Module 3: Building your first Process-driven Application
– Business Process Design
– Designing Your First Workflow with Workflow Designer
– Running Your First Automated Process

Outline – Day 1
• Module 4: Process Monitoring
– Administration of Process Instances in Joget
• Module 5: Creating your first Forms
– Creating your First Forms using Joget Form Builder
– Understanding the relationship between Forms and Process
Activities

Outline – Day 2
• Module 6: Using the Email Tool
– Implementing Email Tool Plugin on your Process Tool.
• Module 7: Creating Datalist and Userview
– Creating a Listing of submitted Form data.
– Creating a User Interface (UI) for end-user access.
• Module 8: Participant Mapping and Permission
Control
– Defining Process Participant Mapping on your Process
– Enforcing Permission Control on your App

Outline – Day 3
• Module 9: SLA and Deadlines
– Service Level Agreement implementation on Workflow Process.
– Creating Email Reminder on Workflow Process using Deadline
implementation.
• Module 10: Hash Variables
– Dynamically populate Form fields, Email plugin.
– Using Hash Variable
• Module 11: A Revision - Building a Support
Ticketing System

Module 7
Creating Datalist and
Userview

Datalist Builder
• Listing of records / generating reports.
• Retrieving records from Form Data Table.
• Extends default capabilities of task inbox.
• Extensible functionalities through Joget’s plugin
architecture.

Datalist Builder
• Columns and action elements.
• Each action element is a plugin.
• Drag-and-drop.

Retrieving Records from Form Data Table
• What happens to all the submitted leave applications?

Extends default capabilities of Task Inbox

How to retrieve all records submitted?
• Retrieving records using Datalist from selected Form
Form
Datalist

Create a New Datalist

Select binder in Datalist Builder
Select Form
Data Binder

Select binder in Datalist Builder
Select Form

Adding columns into the Datalist

Adding Filter into the Datalist

Preview Datalist

How to Publish the Datalist?
• List can be made accessible by others by using Userview.

Userview Builder
• Application Front-end interface builder.
• Serves as the wrapper for forms, processes, data lists.
• Extensible functionalities through Joget’s plugin
architecture.

Userview Builder
• Userview elements.
• Each element is a plugin.
• Drag-and-drop.

Userview Builder
• Elements available:-
– Form
– HTML Page
– Inbox
– Link
– List
– Run Process

Userview Builder
• Sample Userview using the Enterprise theme

Create a new Userview

Userview Category
• Items are organized by Category
Permission
control at
category Level

Integrate HTML Page into Userview
• Add “HTML Page” as the first element in the menu.

Integrate HTML Page into Userview
• The HTML Page element will serve as the landing page of
the portal.

Integrate Inbox into Userview
• Add “Inbox” and “Run Process” elements into the designer to
facilitate the Workflow process.

Integrate Inbox into Userview
• Custom ID – Link name ( yourDomain.com/customId )
• Label – Label to be shown in sidebar
Custom ID must
be unique

Integrate Run Process into Userview
• Select Leave Application Process and assign a Custom ID

Customize Userview settings
• Customize look and feel of the Userview.

Preview Userview

Exercise: Run through the Process
• With the Userview created, run through the entire Leave
Application Process again by using solely, the Userview.
• You must first publish the App first.

Publish the App
• The App must be published first before end users can
access it.

Run the App

Run “Apply Leave”

Exercise: Integrate DataList into Userview
• Add a List element into the Userview to incorporate
Datalist created earlier.

Module 7 Review
We have learnt to:
1. Create Data list and Userview.
2. Use Userview as application Front-end interface.
3. Integrate Datalist, Run Process, Inbox into Userview.

Stay Connected with Joget Workflow
• www.joget.org
• community.joget.org
• twitter.com/jogetworkflow
• facebook.com/jogetworkflow
• youtube.com/jogetworkflow
• slideshare.net/joget

Joget Workflow Training – Basic & Advance for v3.1 – Module 7 – Creating Datalist and Userview

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Joget Workflow Training – Basic & Advance for v3.1 – Module 7 – Creating Datalist and Userview