To create a Business Process Diagram, Login to mondCloud™ BPM, and follow the steps given below:
Step 1
Navigate to Designer -> Business Process Model. List of existing business process diagrams will be displayed.
Step 2
On the menu bar, click Add New (a new window will open).
Enter the name of the business process diagram and click Save.
Step 3
The business process diagram will be saved and a canvas will be displayed with the Start node.
Step 4
You can drag the required BPM objects from the BPMN palette and drop it on the canvas.
In order to connect each object with arrow head connectors, hover on the source object. When the cursor turns into a pointing finger, hold down the left mouse button and drag the pointer to the target object. An arrow head connector will connect the source and the target object. Then you can release the mouse button.
You can align the objects on the canvas using the alignment icons available on the tool bar. First select the objects you wish to align by holding the shift key on your keyboard and then click on the required alignment icon.
To delete an object on the process diagram, select the object, press delete key on your keyboard. Click Save Process on the menu bar to save your changes.
Step 5
After drawing the process diagram, you have to provide suitable names to the process steps and also define various properties for each of the steps. The properties to be defined differs based on the BPMN object.
In order to provide a name for the BPM Process step, double click the name of the object. The name will be editable. Enter suitable name and click anywhere on the canvas.
In order to define properties for an object, hover on the object. When the cursor turns into a pointing finger, double click the object. The properties window will open. Enter the required properties and close the properties window.
Click Save Process on the menu bar.
Associating Participants to the Process
After drawing a process diagram, the next step is to associate users to various user tasks in the Process. mondCloud provides the following options to associate users to tasks:
Static assignment - Associate a named user to a task
Static assignment - Associate a user role to a task
Dynamic assignment - Associate user based on the user contained in the incoming document
Rule based assignment - Associate user based on a task assignment business rule
Assigning to login user
Static Assignment
Using this option, you can associate a named user or associate a user role to a task.
Assign To Named User
Double click the user task for which you have to associate the user.
Choose Static Assignment.
Choose Assigned To User. The list of available users will be shown in a drop down.
Select a user.
When you associate a named user to a task, in the runtime, only this user can work on the task. However, the user's manager and the administrator will have the ability to re-assign the task to a different user.
Assign To Role
Double click the user task for which you have to associate the user.
Choose Static Assignment.
Choose Assigned To Role. An organization chart drop down and a role drop down will appear.
In the Organization Chart drop down, select the name of the organization chart relevant for this process.
In the Role drop down, select the role to which the task has to be assigned.
When you associate a role to a task, in the runtime, all the users belonging to the role can view the task. When once a User claims a task and starts working on it, other Users belonging to the role will not be able to view the task anymore. The administrator will have the ability to re-assign the task to a specific User or to a User role.
Assigning to Login User
Using this option, you can associate a task which the login user is required to perform. For example, in a travel expense report submission process, the login employee can start the process, enter the expense report and submit the same.
Double click the user task for which you have to associate the user.
Choose Login User.
Associating Forms to User tasks
In order to perform a task assigned to a user, a form is required. mondCloud provides the following two options:
Dynamic mondCloud Form where users can associate a form designed using the mondCloud Form Designer.
External mondCloud Form where users can define HTML form outside of mond and can associate those forms to the user task
Associating Dynamic mondCloud Form
In the previous lesson we learned how to define forms. The forms so defined can be associated to a user task.
Double click the user task for which you have to associate the form.
Navigate to Form Properties tab
Choose Dynamic mond Form. Form Name drop down will appear.
Select the form that you wish to associate. A form fields table will be displayed showing all the fields defined in the form. The use of the form field table will be discussed in the section binding data to forms in this lesson.
Binding data to Process and Forms
Automation of processes requires binding data to the process and the user task forms within the process.
Binding Data To Process
In the business process diagram, click Properties icon on the menu bar. The Process Properties window will open.
Navigate to Variables tab. The variables definition table is shown.
Click Add icon in the bottom of the table to insert a new row in the table.
Select the data type of the variable. If you have already defined a class in the mondCloud Class Designer, you can select the class as the data type.
In the Field Name column, enter a name for the data variable or the instance name for the class object. This name will be shown in all the steps in the business process.
If the variable can contain more than one value, then set Array checkbox to checked.
Click Save icon in the bottom of the table.
Close the Process Properties window.
Click Save Process on the menu bar to save your changes.
Binding Data To Forms
Double click a user task. The User Task Properties window will open.
Navigate to Form Properties tab.
Choose Dynamic mondCloud Form. Form Name drop down will appear.
Select the form that you wish to associate. A form fields table will be displayed showing all the fields defined in the form.
Click on the form field row for which you wish to associate a data variable.
Click the Edit icon in the bottom of the table. The row will become editable.
Select the data type of the variable. All the variables defined at the Process Properties level will be displayed in the dropdown. If you have associated a class at the Properties level, then all the elements of the class will also be shown in the dropdown.
Click the Save icon in the bottom of the table.
Close the Form Properties window.
Click Save Process on the menu bar to save your changes.
Defining conditional branches from Gateway
The condition upon which the Business Process has to take one or the other path is defined as a Property of the respective outbound connectors from the Gateway.
Double click on a outbound connector from the gateway. The Properties window will open.
In the Source field, select the variable, the value of which has to be evaluated.
In the Operator field, select the evaulation condition.
In the Value field enter the value against which the source variable value has to be evaulated.
In the Label field enter the label that has to be displayed in the diagram for the outbound connector.
Close the Properties window.
Click Save Process on the menu bar to save your changes.
In case there are complex evaluation conditions, then it is advisible to define a Business Rule task and use the outcome of the Rules task to branch the process to different paths.
Configuring Send Task to send email notifications
Define an email notification channel
Login to mondCloud.
Navigate to the Build Tab.
In the left navigation menu, navigate to Communication -> Channels Page.
In the RHS grid, click New Channel. Enter the name of the channel, select Channel Type as SMTP, select Send/Write in the Send / Receive field, enter the email address to whom the email has to be sent. You can enter more than one email address, separating each by a semi-colon (;).
Click Save.
The format and content of the mail to be sent can be defined in a html format and the html can be uploaded to the channel. Data variables can be used in the HTML to send context sensitive information in the email content.
Associate the email notification channel to the Send task
Login to mondCloud BPM.
Navigate to Designer -> Business Process Model.
Select the business process. The business process diagram will open.
In the business process diagram, double click the send task for which you have to associate the channel. the Task Properties window will open.
Navigate to Email Properties tab.
In the Channel dropdown, select the channel that is defined as above.
In the Email Subject field, enter the text that has to be sent as subject of email.
