Executing Workflow

No workflow execution is possible without a properly configured audit trail database and a deployed model. Also, the users have to be defined and assigned to the roles we defined in the model before we can start our support case management process.

Managing Users

Users must be created in the Administration Perspective. They are not part of the model.

We are going to create individual users and assign them to the created roles. While roles and organizations belong to the modeling environment, users belong to the runtime environment and are created, modified and assigned to their respective roles in Infinity Process Platform Administration Perspective.

To create a user in this tutorial, you must first log on to the Infinity Process Platform Portal.

The start URL for the Support-Case Infinity Process Platform Portal is:

http://hostname:port/Support-Case

and will lead you to the Infinity Process Platform Portal login screen, whereby

So if the Tomcat settings are configured just as they were shown earlier in this tutorial, the browser URL to enter is http://localhost:8080/Support-Case.

Log on with the default administrator's user ID and password: motu/motu (master of the universe). You can use Shift-F8 to rapid type these credentials:

Login Screen
Figure: Login Screen

In the Portal navigation, select the Administration icon Administration to switch to the Administration perspective.

In the Administration perspective Administrative Views section, choose Participant Manager to open the Participant Manager view.


Figure: Open the Participant Manager View

Click the Create User button to create a new user. Please refer to chapter Creating and Editing User Accounts of the Infinity Portal documentation for detailed information on creating users.


Figure: Click Create User icon

In the appearing dialog fill in the details about the new user:

Create user details
 

  1. Set the ID, Name and Password for the new user. We created a user called Frank Cityman.
  2. Drag and drop use Frank Cityman from the Users section to role Callcenter Agent in the Participants section.

    Assign User

    For detailed information on assigning participants, refer to chapter Creating and Editing User Accounts in the Infinity Portal documentation.

Now add another user in the same way and assign it to role Engineer. Both users should be displayed in the Participant tree.

Assign User
Figure: Users displayed in the Participant Tree.

! Tip:  When the ACME organization was diagramed earlier, the Callcenter Agent and Engineer roles were shown to Work For ACME Headquarters. Infinity Process Platform uses that relationship to define delegation rules among participants (supervisors and subordinates). For worklist visibility no explicit assignment to ACME Headquarters is needed in the case of Frank Cityman (or the other engineer user.)

Logout off the Infinity Process Platform Portal.

Processing a Worklist

ACME can now execute their support case management process. We will log in the Portal this time as Frank Cityman, and perform the activity Enter Data.


Figure: Logging on as another user

Processing the First Activity

The logged on user can now perform activities belonging to the support case management process.


Figure: Starting a Process (Support Case Management Example)

Note that you can adjust the number of columns to display multiple cardinality data structures in the auto-generated manual activity panel. The default value is 3. Refer to chapter Configuring Portal Settings in the Infinity Process Platform Portal guide for details.

The first activity of the process has been performed. 

Performing the Activity Analyze To Solve

The next activity in the series, Analyze To Solve has been assigned to a different performer. A work item for this activity will be placed in the worklist of the user assigned to the role Engineer. For the next activity the user assigned to the role Engineer has to log in to the Infinity Process Platform Portal.

In contrast to a user performing an initial process activity, a user performing the second or later activity does not click the start process prompt. He just picks up a work item visible in his worklist by clicking on the work item symbol. Notice, there are no startable processes for the Engineer in ACME model, because the manual trigger was only assigned to the Callcenter role, not Engineer. Of course, other process definitions (in addition to Support Case Management) could be added in the future and those could be defined with manual triggers for the Engineer.

  1. Click on the item for role Engineer in the My Assignments section.

  2. The worklist of pending items appears. The only available activity for the Engineer is Analyze To Solve.
  3. Click on the activity name.

  4. The work appears with the data from the previous activity in view. The Output Data Mappings in the process definition added two new output items for this activity. Remember the State variable controls the flow of the process.

  5. Depending on the state we enter, the workflow continues as follows:

 

Congratulations ! You have completed the Infinity Process Platform Developers Support Case Tutorial.