BPM with Bizagi (Part 2)

Credit:
http://download.bizagi.com/myfirstandsecondprocess/myfirstprocess/english/Workshop%2
0for%20Product%20Evaluation.pdf

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BUILD THE PROCESS (CONT.)

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 Business Rules
• The next step in the Process Wizard is the definition of
business rules that control the Process routing.
• Transition rules evaluate conditions and decide where the
Process flow is to continue.
• They return True or False and they are associated to Gateway
shapes.
• In this step, we will create rules for Vacation Approved?
Gateway.
• If the request was approved, the Process flow will continue to the
Register vacation leave Task.
• If not, it will continue to the Inform reject reason Task.

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 Business Rules
• Go to forth step of the process wizard and select Define
Expressions.

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 Business Rules
• The Rule editor will be opened highlighting the transitions
that have no rule associated.

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 Business Rules
• Select the transition named Yes that reaches the Activity
Register vacation leave by clicking on the transition.
• Three options will be presented to take a route.
• Always: when selected Bizagi will always take that path ignoring the
other sequence flows.
• Else: when selected Bizagi will take that path when no other path is
valid. We recommend always having one sequence flow with this
option.
• Based on the result of an expression: when selected Bizagi will
evaluate an expression to take or not the selected path.

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 Business Rules
• Select Based on the result of an expression. The list of system
expression and previously created expressions will display.
Since there are no expressions created, click New.

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• The Boolean Expression editor will display.

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 Business Rules
• Drag and drop the attribute Approved from the Data Model
on the left to the condition item. Select the function is Equal
to and choose the true option. Then click OK.

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 Business Rules
• Select the transition from the gateway that reaches the
Inform Reject Reason Task by clicking on it. Select Else from
the options displayed, and then click OK.

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• Go back to the process wizard by clicking the green arrow on

the top right corner of the screen.

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 Business Rules
• We will create activity action as rules to automatically fill-in
the fields Request date and Employee Activity actions.
• These rules will be created in the first activity of the process,
we will include an Expression that sets the Date of the
Request and to save the Case Creator as the Employee.

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 Business Rules
• Go to the fourth step of the Process Wizard and select
Activities Actions.

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 Business Rules
• A new window will display the activities where you can add
actions. Select the Register vacation request Activity.
• Then click on the Plus icon of the On Enter panel to add an
action and select Expression.

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• The list of previously created expressions will display. Click

New.

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 Business Rules
• The Expression editor will display. Fill the Display Name and
Description as follows; this information will let you identify
the Expression for later use.

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 Business Rules
• Right-click on the arrow and select Add Expression. Type
Applicant and Date and click Ok.

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 Business Rules
• Right-click on the module just included and select Properties.
• The Expression editor will display. Click on Data Model and
select the Employee attribute. Click Ok.

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• The Employee attribute has been added to the Expression.

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 Business Rules
• Enter an equal sign and then select the Function option.
Navigate to the Case creator user Category, and select the
User Id of the case creator function. Click Ok. Add a semicolon
to demarcate the statement.

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 Business Rules
• We will now set the Request date to today. Position your
cursor on the next line and open the data model. Select the
Data Model option and select the Request date attribute. Click
Ok.

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 Business Rules
• The Request date attribute has been added to the Expression.
Now enter an equal sign and then select the Function option.
• Navigate to the Date & time Category, and select the Today
function. Click Ok.

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 Business Rules
• Click the Ok buttons to save the assignments, save the rule
and close the Activity Actions editor.

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 Performers
• We must define what would be an appropriate assignment for
each one of the Process activities; later on, the configuration
will be completed in Bizagi:
• The access to the Vacation Request Process is an internal process that
must be available for all the employees of the organization. Thus, the
first activity must always be available for anyone who creates the case.
• The employee’s supervisor will ALWAYS complete the activity Approve
vacation request.
• The user who submitted or created the request will ALWAYS complete
the activity Inform Reject Reason. (The reason for rejection is
completed by the supervisor but ALLOCATED to the requester).
• The Inform Reject Reason activity should ALWAYS be allocated to the
person who submitted or created the case.
• The Human Resources Assistant will ALWAYS be responsible for the
Register vacation leave activity.

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 Performers
• To configure the named allocations go to the fifth step of the
Process Wizard.

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 Performers
• The activities that do not have a Performer configured will be
the ones highlighted in the workflow.

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 Performers
• Set the performer for Approve leave request Activity by:
• Click the Approve vacation request activity.
• Once in the diagram select the activity by clicking on it, you’ll
find the Performers assignment window.

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 Performers
• Mouse over at the And sign and click small red plus sign to
add the expression.
• Click the newly added expression an the property window will
open below.

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 Performers
• In the property set the value as shown below.

• In the Value property, select the CurrentAssigneeBoss and

click Ok. This instruction will automatically assign the creator’s
Supervisor to the second task.zzzz

• Click ok to save the performer.

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 Performers
• Set the performer for Register vacation leave activity by:
• Click the Register vacation leave activity.
• Repeat steps in slide 23-25.

• Since we have no Positionszzzz

created we will create one:
• In the Value property, add Organization and under Organization add a
position of Human Resources Assistant. Then save.

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 Performers
• Set the performer for Inform reject reason activity by:
• Click the Inform reject reason activity.
• Repeat steps in slide 23-25. Set Value property to Case Creator

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 Integrations with other Applications

• Web Services will be used to integrate the Bizagi Process

with the payroll system. It exposes a service that returns
the number of available vacation days for a specific
employee.
• There are two options to be able to implement this step.
• The simplest one is if you have an internet connection. In this
case you can use an existing web service available. No further
configuration is needed and you can jump directly to the section
Invoke the Web Service from Bizagi lower down.
• If you don´t have access to an internet connection, you need to
install the web services locally.

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Integrations with other Applications

• From the Project Wizard go to the sixth step and select Define
Integration Interfaces.

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Integrations with other Applications

• From the Project Wizard go to the sixth step and select Define
Integration Interfaces. Click on the task Verify Available Days.
• The Interface Wizard opens up. Type the URL.
• https://www.bizagi.com/ESB/ESBServices.asmx

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Integrations with other Applications

• Click the Go button to see the available methods (this

operation could take some time to finish). Select the method
verifyAvailableVacationDays and click Next

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Integrations with other Applications

• In this step the information from Bizagi to the web service will
be configured. Two tables are shown, on the left is Bizagi’s
data model and on the right the information the web service
method expects.
• In the Bizagi Data table, expand the VacationLeaveRequest
element and go through the entities tree until you see the
Employee’s username.
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• Click on the userName attribute and then click on the id:String
parameter on the right this will automatically connect the two
items.

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Integrations with other Applications

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Integrations with other Applications
• Click on Next to continue.
• In the next window, as in the previous step, two tables are
shown but now the table with the web service response is on
the left and the one with Bizagi Data on the right
• In Bizagi Data, under VacationLeaveRequest find the attribute
Availabledays and match the response from the web service
to this attribute. Then Click Next.
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Integrations with other Applications

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Integrations with other Applications
• On the final step we will configure what to do if an error
occurs, select the option Throw Exception from the Action list
and click Finish.

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 Work Portal
• We are ready to configure the Work Portal.
• Click on the seventh step of the Process Wizard. In the new
window select Deploy process then select test environment.

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 Work Portal

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 Work Portal
• Then select Run process, then select Development.

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 Work Portal
• The Portal will open. Login with Admin (Admon) account to
create users.

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 Work Portal
• Create the following user.

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 Work Portal
• Create Supervisor user by selecting the Admin menu. Then
select Users.

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 Work Portal
• Click on New User.

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 Work Portal
• Fill out the information from the user list table presented at
the slide 41.

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 Work Portal
• Go to Organizations tab, select organization by clicking >> to
add organization.

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 Work Portal
• BE CAREFULL to include a password you can remember or use
the one in the given table. Bizagi will assign the User Name as
password by default.
• Deselect all checkboxes in the Basic Information tab: Expired
Password, Locked Account and Send Mail with Password to
User. Doing so will bypass authentication and SMTP server
validations.

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 Work Portal
• Click on Save to save the Supervisor user.

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 Work Portal
• Create Employee user by repeating steps of Supervisor
creation.
• To fill in the Supervisor field for the Employee user go to the
User Configuration Tab and click the Search icon.

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 Work Portal
• Click Select in the Supervisor record.

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• Click onSCHOOL
SaveOFtoINFORMATION
save the TECHNOLOGY
Employee user. 49 49
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 Work Portal
• Create Assistant user by repeating steps of Supervisor
creation.
• To Add the Position for the Assistant user go to the
Organizations tab. Select the Position from the list of
Organizations by clicking >>”.

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 Work Portal
• Set the parameter (Reject Reason). Go to the Admin option in
the Work Portal and select Entities; a new window will display
a list of the Parameter Entities.

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 Work Portal
• Select the Reject Reason entity, click on (+) to add a reason.
• Enter the possible rejection reasons as follows.

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 Work Portal
• Testing the work portal.
• Logout of the admin account.
• Then login by using Employee account.
• At the menu bar, click New and select the process Vacation Leave
Request.

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 Work Portal
• Complete the information for the Activity; click on Next to
continue with the Process. You will be informed that you
have no pending activities for the Process. The assignee is
now the Supervisor.

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 Work Portal
• Logout from the application and login again with the
Supervisor user.
• The case will be displayed in the Supervisor’s Inbox as a
pending task.

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 Work Portal
• Click the task to work on it.

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 Work Portal
• Complete the information for the activity; click on Next to
continue with the process.
• In the Approved? field, select No.
• Select reject reason and fill in rejection comment.

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 Work Portal
• Logout and login with Employee account, you will find the
Inform reject reason activity.
• Click it and you will see the information of rejection.

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• Click Next,OFthen
SCHOOL the process
INFORMATION end.
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 Work Portal

• Try to start another process with the Employee

account.
• This time, approve the vacation by the Supervisor.
• Login with Assistant account and you should see the
task of Register vacation leave Activity appears in the
task list. zzzz

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