Workflows | Comidor Low-Code BPM Platform

Workflow Elements

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With Comidor BPMN 2.0 designer, you can map and optimize any process that takes place in your company.

In order to access Workflows, click on Modules Menu Button> Business Automation > Workflows.

Workflow Elements

Let’s zoom-in each element:

Activity: Task

In Task element, you can add:

  • Title of the task
  • Parent Stage, which refers to the stage of the parent process as soon as this step is fulfilled
  • From whom this Task will be Assigned From, selecting from a list which includes Process Creator, Admin, Assignee’s Manage or other usersworkflows | comidor low-code bpm platform
  • Parent Completion Percent (%) is the completion percentage of the parent process after this activity is completed successfully
  • to whom the task is Assigned To choosing from a wide list of options (Abstract Options: Creator or Personnel of Process, Creator’s or Personnel Manager, Creator’s or Personnel Default group from Organizational Chart/Users’ Groups, Creator’s or Personnel Default group – Leader, Creator’s or Personnel Default group – Parent Group, Creator’s or Personnel Default group – Parent Group Leader, Role associated with a specific Functional Group/Division/Company, Account’s Responsible or Pre-defined options: User(s) name, Group Leader name(s), Group names)
  • Dynamic assignment: choose from a list of assignee user fields the next assignee
  • Exception Assignees is a field where you define to whom the task will be assigned to if other rules you have set above (group leader, role, etc) do not fetch any user.
  • option to Filter group assignments according to main process assignees; thus, whether a selection of “Assigned to” will be filtered according to what is added in Main Process “Assigned to” field.
  • its Task type (work, appointment, meeting, event, etc.)
  • connect any User Form (that is already created) and
  • attach a draft of an already uploaded in Comidor File.
  • Check the option Email Task Acception/Rejection in case you want this step to be completed via mail.
    • In this case, you should define the Email Task Url, Email Task body in HTML and the recipient in Addresses either as a specific email address or in a text field of the workflow.

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  • Do not display default form: when you click this option the basic info of the task is hidden and by selecting a custom user form above, you show the user only the important information, based on your design.
  • Also, you can add Activity boundaries by setting the maximum days or hours of this task duration.
    • Tip: In case you want to associate this task completion with the end of the whole workflow, you may put a negative numbering i.e. “-5” means 5 days prior to workflow completion.
  • By checking on the Mandatory task duration field, you ensure that the user will complete the actual duration for task completion.
  • Set Priority and Importance
  • Description of the Activity that should be performed.

Activity: SubProcess

In SubProcess element, you can fill in most of the fields (as explained in Activity: Task), but also:

Connectors : Sequence/Conditional Flow

Through Conditional Flows, you can connect your workflow elements (activities, gateways or events) and design any possible/desired alternative path. For example, after Task creation, you should connect it with the previous element with a Conditional Flow. In the conditional flow form you can:

  • Drag-n-drop a conditional flow from a Start Event to an Activity and select the Target State, which is the initial state of the target activity (can be Scheduled or Running).  Type a brief Description of the conditional flow that will help workflow understanding.workflows | comidor low-code bpm platform
  • Drag-n-drop a conditional flow from an Activity/Gateway and select the Source State and Target State, which are the trigger state (can be completed/failed/canceled) and impact state (can be scheduled/running/paused/completed/canceled/failed), respectively. workflows | comidor low-code bpm platform
  • Conditions can be added in both cases from the Custom condition builder/Advanced Conditions tab. Add further conditions through custom condition builder using either database system fields or any custom user fields you have created in User fields and added in a User form.workflows | comidor low-code bpm platform

Finally, a conditional flow with your brief description has been added in your workflow design between the standard start event and the task you had created or between activities/gates.

Diamonds in the conditional flow refer to Source state and arrows to Target State, blue: Running, green: Completed, black/white: Canceled, red: Failed, grey: Scheduled, orange: Paused.

  • In more complicated workflows, there might be a need to combine and use more complex Advanced conditions. In these cases, the workflow will check more conditions as you can see below. Click on “<“,”>” to add parenthesis before or after the condition you want and select AND, OR between the conditions in each case accordingly. With the “+” and “-” button you can add more or delete a condition.

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Intermediate Events: Email

Email element is a Throw – Message Intermediate Event. Using it you can send a custom email through each process that is related to the specific workflow. Adding an email in workflows you can set:

  • The Title, which is one of the required fields.
  • The Parent Stage which is the stage of the parent process as soon as this step is reached.
  • You may also set Variables that will appear inside the body of the e-mail. For example, set a variable Key for the Title field of the Process, or for another database or custom field.
  • The Sender should be a predefined text or a custom text type field (probably already given in a custom form).
  • The Subject, which can be a predefined text or/and a custom text type field (probably already given in a custom form).
    Tip: adding both predefined and custom text, the predefined text will be appeared first and then the custom one.
  • The Email Body, which may be a predefined text or/and custom memo type field.
    Tip: adding both predefined text and custom memo, the custom memo will be appeared first and then the predefined text.
  • For more advanced users: you can provide in your e-mail body more details and create a paragraph, or just a sentence with data acquired during the process creation. In particular, you may use the variables you set before in a sentence with #key#, as below. You can also apply HTML code for changing the size, fonts, and colors of your message.workflows | comidor low-code bpm platform
  • The Recipients as:
    • Addresses can be a predefined text with email addresses separated with a comma or/and one or more than one custom text type field(s) with email addresses.
    • Emails of process-related people or/and roles. These people can be users involved in the workflow, users with a specific role(s), any other users, leaders of groups or all the members of groups.
  • Attachments as custom binary type fields.

Events are connected with other events/gateways/activities using conditional flow.

Intermediate Events: Notifications

Set System Notification in Workflows defining:

  • The title is one of the required fields.
  • The Parent Stage which is the stage of the parent process as soon as this step is reached.
  • The Subject can be a predefined text or/and a custom text type field.
  • The Recipients which can be users involved in the workflow, users with a specific role(s), any other users, leaders of groups or all the members of groups.workflows | comidor low-code bpm platform

Notifications are connected with other events/gateways/activities using conditional flow.

Intermediate Events: Timer

You can use Timer to add a delay in your workflow typing:

  • The title is one of the required fields.
  • The Parent Stage which is the stage of the parent process as soon as this step is reached.
  • The delay in days or in hours, filling in the respective field.
  • Alternatively, select a specific date for the timer to wait or a Date field that is used within the workflow.

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The timer is connected with other events/gateways/activities using conditional flow.

 

Data and Artifacts: Comidor Data (Insert/Update/Delete)

Adding a Comidor DATA object you can define:

  • The title is one of the required fields.
  • The Parent Stage which is the stage of the parent process as soon as this step is reached.
  • The Action selecting between Insert, Update, Delete.
  • The ID Field (runtime value)/Value.
  • The Data Map parameters giving the Field, Field (runtime value) and its Value.
  • The Status and Message
    Tip: Clicking the “Add” button you can add as many parameters or keys are required or needed.

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Script Task: Shell Command

Adding a Shell Command you can define:

  • The title is one of the required fields.
  • The parent stage which is the stage of the parent process as soon as this step is reached.
  • The Shell type selecting between Unix (sh), Windows (cmd), Windows (Powershell), Platonscript.
  • Also, the Shell Script Variables giving the Key, the Field and its Value.
  • The Shell Script Body text.
  • The Shell response.
    Tip: Clicking the “Add” button you can add as many parameters or keys are required or needed.

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Integration: REST

Adding a RESTful Web Service you can define:

  • The title is one of the required fields.
  • The Parent Stage which is the stage of the parent process as soon as this step is reached.
  • The URL of the resource.
  • The Method selecting between GET and POST.
  • The Request Header Parameters giving the Parameter Name and its Value.
  • The Request Body specifying the Key and its Value as the run-time value of a custom field or predefined value.
  • The JSON response map populating the Key and the respective custom Field.
    Tip: Clicking the “Add” button you can add as many parameters or keys are required or needed.workflows | comidor low-code bpm platform

File Reader

With this component, Comidor enables users to check the existence of a file in a particular path and store it in a binary file.

  • Give a Title to the component
  • The Parent Stage which is the stage of the parent process as soon as this step is reached.
  • In Layout choose Read file

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  • Type the exact File Name with its extension
  • In Read From Path select the path that the file is stored
  • You can click on Check Only File Existence, in case you do not need this file to be stored inside the workflow
  • Alternatively, you can Save to File, so select a binary field from the list to be stored in the workflow
  • You can create a text field and set it as Response field, to see the response of this component

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Furthermore, users can import data from a file either from a specific path or from a binary field that is used within the workflow in a previous stage.

  • Give a Title to the component
  • The Parent Stage which is the stage of the parent process as soon as this step is reached.
  • In Layout choose Import Data
  • Type the exact File Name with its extension
  • In Read From Path select the path that the file is stored
  • Or Read From File: select the name of the binary field that the file is stored
  • In Entity define in which table you wish the data of the file to be imported (Units, Apps)
  • In case you select Processes you should also define the Internal Type (General, Project, Issue, etc)
  • Define from which row number to Start to read
  • and if the CSV file Delimiter is semicolon or comma.
  • Set the Date, Time and Number Format if you have those type of fields in the file.

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  • In Before Save Script you can type any additional scripts you wish to execute before the completion of the File Reader component.
  • Then, correlate the fields from the Table you have chosen with the respective columns of the CSV file.
  • You can create a text field and set it as the Response field, to see the response of this component.

 

Export Data

With this element, users can export any data from a workflow to a CSV file and make your own reporting.

  • Drag-n-drop the Export Data element
  • Give a Title to the component
  • The Parent Stage which is the stage of the parent process as soon as this step is reached.
  • In Entity define in which table you wish the data of the file to be imported (Units, Apps)
  • In case you select Processes you should also define the Internal Type (General, Project, Issue, etc)
  • Select which fields you wish to be exported and displayed in CSV file as columns
  • Type the conditions that you want to be met in your export in Where Condition

Workflows | Comidor Low-Code BPM Platform

  • In Export Path select the path that you wish the file to be stored
  • Or Binary: select the name of the binary field that you wish the file to be stored
  • Give a File Name to the exported CSV
  • You can create a text field and set it as the Response field, to see the response of this component.

Workflows | Comidor Low-Code BPM Platform

RPA Caller/ Receiver

With the Comidor BPMN 2.0 workflow designer, users can involve RPA agents within their processes. Add an RPA caller in various steps of the workflow design, to send data from the workflow and perform a series of repetitive actions in 3rd system, or RPA Receiver to perform actions and receive data from other systems to comidor fields of the workflow.

RPA Caller

  • Drag and drop the RPA Caller element.
  • Give a Title to the component
  • The Parent Stage which is the stage of the parent process as soon as this step is reached.
  • Select which Script to run at this step, from the list of RPA Scripts that you have already created.
  • Select an Agent to run at this step, from the list of RPA Agents that you have already created.
  • Define the Request Body by specifying the Key and its Value as the run-time value of a custom field or predefined value.

Workflows | Comidor Low-Code BPM Platform

RPA Receiver

  • Drag and drop the RPA Receiver element.
  • Give a Title to the component
  • The Parent Stage which is the stage of the parent process as soon as this step is reached.
  • Select a user field to store the Response after the RPA runs.

Workflows | Comidor Low-Code BPM Platform

Document Creator

Create invoices, reports or other types of documents by combining a file template format and fields of the workflow.

  • Drag and drop the Document Creator element.
  • Give a Title to the component
  • The Parent Stage which is the stage of the parent process as soon as this step is reached.

    Workflows | Comidor Low-Code BPM Platform

  • Set a Template File for your document either in a Form, upload it in a step of the workflow in a Binary field, or give the Template Name of a file stored in DMS.
    •  Form: Select in which User form you have uploaded the Template File.

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    • Binary field: Select which binary field will the Template File be uploaded during the workflow.
    • Template Name: Type the name of a file stored in DMS. Keep in mind that this file should be linked with the Account of the process, in order to be used as a Template file.
  • Define the Variables being used in the Template File by providing the Key and its Value as the run-time value of a custom field or predefined value.
  • You can create a text field and set it as the Response field, to see the response of this component.

Annotations

With the Comidor BPMN 2.0 workflow designer, you have the capability of adding comments inside your design. This allows you to explain in more detail what is the use of certain tasks or give them a description.

  • Drag and drop the Comment element.
  • In “Your comments” field, type your comment.

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  • Connect your comment with the component(s) that you wish.

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  • If you want to modify your comment, you can click on the pencil icon and modify it.

Find out more on how to create and manage workflows step by step.