Workflow Usage Best Practices

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Transcript of Workflow Usage Best Practices

Roman Agaev, M.Sc, PMP Owner, Supra Information Technology ltd.

Workflow best practices

Author: Roman Agaev Date: Monday, May 14, 2007

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Roman Agaev, M.Sc, PMP Owner, Supra Information Technology ltd.

Contents1 Abstract ................................ ................................ ................................ ................... 4 2 Workflow process................................ ................................ ................................ .... 6 2.1 Workflow process diagram window ................................ ................................ .. 6 2.2 Workflow process properties................................ ................................ ............. 9 2.3 Workflow process instance properties ................................ ............................. 10 2.4 Triggers for invocation ................................ ................................ ................... 10 2.4.1 Run Time Events ................................ ................................ ..................... 12 2.4.2 Database triggers ................................ ................................ ..................... 12 2.4.3 Scripting ................................ ................................ ................................ .. 13 2.5 Using workflow ................................ ................................ .............................. 14 2.5.1 Workflow work modes ................................ ................................ ............. 14 2.5.2 Useful Business Services ................................ ................................ ......... 16 2.5.3 Design example ................................ ................................ ....................... 17 2.5.4 Workflow simulation ................................ ................................ ............... 24 2.5.5 Workflow deployment................................ ................................ .............. 28 2.6 Asynchronous invocation ................................ ................................ ................ 31 2.6.1 Logging paradigm ................................ ................................ .................... 31 3 Workflow policy................................ ................................ ................................ .... 32 4 Workflow action ................................ ................................ ................................ .... 33 5 Workflow program ................................ ................................ ................................ 33 6 Workflow Process Manager Component ................................ ................................ 34 7 Conclusion ................................ ................................ ................................ ............ 35 7.1 Discussion ................................ ................................ ................................ ...... 35 8 Appendixes ................................ ................................ ................................ ........... 35 9 Indexes ................................ ................................ ................................ .................. 36

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Roman Agaev, M.Sc, PMP Owner, Supra Information Technology ltd.

TablesTable 1-1: Functional implementation decision points ................................ ................ 5 Table 2-2: Useful Business Services ................................ ................................ ......... 16 Table 2-3: Design of new Workflow Process (example) ................................ ............ 17 Table 2-4: Workflow steps names (example) ................................ ............................ 19 Table 2-5: Workflow's Siebel operation step's properties values (example) ............... 20 Table 2-6: Workflow's Siebel operation step's values fro new entry (example) .......... 22 Table 2-7: Workflow's interactive step properties values (example) .......................... 23 Table 2-8: Workflow connector's condition definition ................................ ............... 23 Table 2-9: Simulation of new Workflow Process (example) ................................ ...... 24 Table 2-10: Workflow deployment (example) ................................ ........................... 28

FiguresFigure 1-1: The workflow diagram example (Verify Order/Quote) ............................. 4 Figure 1-2: Workflow development and deployment lifecycle ................................ .... 6 Figure 2-3: The Workflow process diagrma window with predefined steps capability. 7 Figure 2-4: Workflow decision point's condition criteria definition ............................. 8 Figure 2-5: The example of Workflow's Stop step................................ ....................... 9 Figure 2-6: Standard Workflow Process properties example ................................ ..... 10 Figure 2-7: Expression Workflow Process property example ................................ .... 10 Figure 2-8: Workflow by script execution (server side)................................ ............. 11 Figure 2-9: Workflow policy concept architecture ................................ .................... 13 Figure 2-10: Workflow building blocks ................................ ................................ .... 14 Figure 2-11: New Workflow creation (example) ................................ ....................... 18 Figure 2-12: Workflow steps creation (example) ................................ ...................... 19 Figure 2-13: Workflow steps and its descriptive names (example) ............................ 20 Figure 2-14: Workflow's Siebel operation step definiton (example) .......................... 21 Figure 2-15: Workflow's Siebel operation definition cont. (example) ........................ 22 Figure 2-16: Workflow's Siebel operation definition cont. (example) ........................ 23 Figure 2-17: Workflow's connector definition (example) ................................ .......... 24 Figure 2-18: Prior simulation activity debugging options definition (example) ......... 25 Figure 2-19: Workflow's prior simulation properties population (example) ............... 26 Figure 2-20: Workflow "Wait for simulation in progress" dialog box (example) ....... 26 Figure 2-21: Workflow's simulation view (example)................................ ................. 27 Figure 2-22: Workflow's simulation completion (example) ................................ ....... 28 Figure 2-23: Workflow's deployment (example) ................................ ....................... 29 Figure 2-24: Workflow's deployment view (example) ................................ ............... 30 Figure 2-25: Deployed workflow activation (example) ................................ ............. 30 Figure 2-26: Workflow's Run Time Events reload (example) ................................ .... 31 Figure 3-27: Workflow Policy architecture ................................ ............................... 33 Figure 5-28: Workflow Policy Program supported types ................................ ........... 33 Figure 5-29: Workflow Policy Program definition ................................ .................... 34

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Abstract 1i t G t ll i iliti i li t l i t ll t i t ti i M l i t l q l t ti t l l i t t ti it t i t i l ilit li i l i l t i t t i ti t t l i it i t t l i i ti t l ti i i l l i t t ti l i li i ti t it i t li i ti i t ti l t i i l t t i l l t M t t ti t t t ti li i B i l li l ti t i t l B i i t l ti i ti ilit it i l i t i ll t i t

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Figure 1-1: The workflow diagram example (Verify Order/Quote)

The followi

t le provi es common decision point for eval ation of further

implementation step implementation. In fact Siebel allows several approaches when dominant ones are common scripting (browser/server side) within several Siebel s architecture elements: Application, Applet, Business component, Business service and Workflow processing (interactive, service, long-running, 7.0 compatible).

Roman Agaev, M.Sc, PMP Owner, Supra Information Technology ltd.

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D sc i i n Kind of step in a Workflow that arbitrates between one or more alternative branches in a flow Each branch out of decision step has one or more conditions if all evaluate to TRUE for the branch the flow will continue down the branch Script within a business service Action step that evaluates a potentially complex set of inputs and returns a simplified output that can be evaluated by a workflow decision step Other rule frameworks that may be leveraged directly or indirectly by a workflow o Personalization

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Need a simple articulation of whether one or more alternative actions in flow should be taken

Conditional expressions lack support for some key operators including:o AND o OR o Order of

precedence control (such as parentheses)

Workflow decision Undermine step semantics not sufficiently expressive to readability and simplicity of workflow by hiding

encapsulate decision logic within a criteria service

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Roman Agaev, M.Sc, PMP Owner, Supra Information Technology ltd. Rules o Assignment Rules

The following figure shows common Workflow Process lifecycle:

Figure 1-2:

orkflow de elopme t a d deployme t life y le

Workflow process 2The workflow process consists of several parts: Workflow process diagram window, Workflow process properties, and Workflow process instance properties.

Workflow process diagram window 2.1The Workflow process diagram window in fact enables to cr