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Process Builder's Guide 6.0 (SP1) |
Contents
IntroductionAbout This Guide
Chapter 1 Overview of iPlanet Process Manager
Overview of Process Builder Components
Assumptions
Using Process Builder
Advanced Scripting and Setting Up Searching
Sample Applications
Reference Material
Conventions Used in This Guide
Viewing Documentation Online
For More Information
Workflow in Business Processes
Chapter 2 Introduction to Process Builder
Designing a Process
Performing Tasks in a Process
Administering Processes
Summary of Process Manager Components
About Processes and Process Builder
Chapter 3 Planning an Application
What is a Process?
About Applications
What is Process Builder?
Who Should Use Process Builder?
What is a Process Instance?
Creating an Application
Starting Process Builder
Deploying an Application
Sample Applications
The preferences.ini File
Using Process Builder
Starting Process Builder on Windows NT
Starting Process Builder on Solaris
Process Builder Applications
Application Tree View
Process Map
Map Palette
Messages Window
Main Toolbar
Menu Commands
HTML Page Editor Toolbar
Planning Overview
Chapter 4 Creating an Application
Planning the Process Map
Entry Points
Planning Assignments
User Activities
Automated Activities
Custom Activities
Subprocesses
Decision Points
Parallel Processing
Exit Points
Transitions
Notifications
Exceptions
Planning Groups and Roles
Determining the Data Requirements
Planning for Monitoring
Planning Delegations
File Attachments
Planning Forms
Planning Access to Forms
Planning Custom Scripts
Planning Searches
Planning Deployment
Application Creation Overview
Chapter 5 Designing a Process Map
Getting Information from the Administrator
Creating a New Application
The New Application Dialog Box
Using Sample Applications
Setting Application Properties
The Application Properties Dialog Box
Applications and the Corporate Directory
Deleting an Application
Setting Your Corporate Directory
Drawing the Process Map
Chapter 6 Defining Groups and Roles
Saving a Process Map to a File
Adding Items with the Palette
Deleting Items
Entry Points
User Activities
Setting Activity Expirations
Automated Activities
Setting Activity Assignments
Using Parallel Approval
Subprocesses
Connecting the Parent and Child Process
Custom Activities
Using a Custom Activity
Exception Manager
Custom Activity Inspector Window
Inspector Window After Setting a Custom Activity
Adding a Custom Palette
Default Exception Manager
Decision Points
Creating an Exception Manager
Exception Manager Properties
Split-Join (Parallel Processing)
Properties of a Parallel Process
Notifications
Adding a Parallel Process
Notification Properties
Exit Points
Built-in Email Notification Scripts
Transitions
Types of Transitions
Adding a Transition
Transition Properties
Example Using a True/False Field
Groups and Roles Overview
Chapter 7 Defining Data Fields
Default Groups and Roles
Creating Groups and Roles
The Create a New Role or Group Dialog Box
Prioritizing Groups and Roles
The Application Group Dialog Box
The Corporate Group Dialog Box
The Dynamic Group Dialog Box
The Field Role Dialog Box
Deleting Groups and Roles
Data Field Overview
Chapter 8 Designing Forms
Creating a Data Field
The Create a New Data Field Dialog Box
Setting Field Properties
Custom Data Fields with Predefined Class IDs
CheckBox
Custom Data Fields with Your Own Class ID
Computed
Date
DateTime
Digital Signature
File Attachment
Password
Radio Buttons
Select List
TextArea
TextField
URL
UserPicker Widget
Predefined Data Fields
Address
Deleting Data Fields
Name
Telephone
Setting Up the Content Store
The Content Store Inspector Window
Troubleshooting the Content Store
Planning Forms
Chapter 9 Using Scripts
Creating Forms
Modifying Forms
Using Process Builder's Form Editor
Adding a Banner to Forms
Using an External Editor
Using the HTML Page Editor Toolbar
Using the Edit, Insert and Format Menus
Using Right-Mouse-Button Menu Commands
Changing Field Properties for a Form
Hints for Setting Field Properties
Accessing the Data Dictionary
Using Scripts to Validate User Input
Setting Access to Forms
Forms for Assignees
Forms for Monitoring the Process
Forms for the Administrator
Setting Access to an Entry Point
Overview of Scripts
Chapter 10 Deploying an Application
Kinds of Scripts
Predefined Scripts
When to Use Scripts
About Writing Scripts
Assignment Scripts
Creating Scripts
Completion Scripts
Verification Scripts
Email Notification Scripts
Initialization and Shutdown Scripts
The Script Editor Window
Using Client-side Scripts
Setting a Script as a Template
Before You Deploy
Chapter 11 Advanced Techniques for Scripting
Set up and Configure Process Manager
Steps for Deploying an Application
Deploy Subprocesses First
Save the Process Map, If Desired
Fix Application Errors
The Deploy Application Dialog Box
Revising a Deployed Application
Summary of Allowed Revisions
Redeploying an Application
Deployed Applications Compared with Local Copies
Using a Backup of a Local Application
Saving a Local Application to Another Name
Introduction
Chapter 12 Scripting with EJB Components
Getting Information about the Current Process
Getting and Setting Data Field Values
Getting Information about Users and their Attributes
Getting Data Field Values in Decision Point and Automation Script Transitions
Finding Users and Accessing their Attributes
Accessing the Content Store
Modifying User Attributes
Adding and Deleting Users
Example of Accessing a Stored Item
Logging Error and Informational Messages
Storing Files in the Content Store
Verifying Form Input
Verifying Form Input with Client-Side JavaScript
Initializing and Shutting Down Applications
Verifying Form Data in Completion Scripts
Debugging Hints
Displaying the Progress of a Script
Sample Scripts
Testing Expiration Setter and Handler Scripts
Assignment Script
Expiration Setter Script
Expiration Handler Script
Completion Script
Automation Script
Calling EJB Components from JavaScript
Chapter 13 Setting Up Searching
A Sample Script
Handling Exceptions
Data Conversion Issues
Types of Searching
Chapter 14 The Data Sheet Application
Global Searching
Enabling Searching
Application-Specific Searching
Allowing a Group to Search
Setting Up Forms
Allowing Searching for Fields
Data Sheet Application Overview
Chapter 15 The Office Setup Application
Data Sheet Process Map
Data Sheet Walkthrough
The Data Sheet Entry Point
Groups and Roles
Add Art Activity
The Automated Activity
The Approve Pricing (Product Manager) Activity
The VP Approval Decision Point
The Approve Price (VP) Activity
Exit Points
Data Dictionary
Forms
Script Dictionary
Content Store
Finished Data Sheet Example
The description.txt File
Configuring the Data Sheet Application
The image.gif File
The printer.html Template File
The Finished Data Sheet
Configuration Hints
Adding an Email Attribute for a User
Using File Attachments and Content Stores
Office Setup Application Overview
Chapter 16 The Loan Management and Credit History Applications
Office Setup Process Map
Office Setup Walkthrough
Start Entry Point
The Office Setup Groups
Assign Office and Specify Computer Work Item
Basic Setup Split
Set Up Phone Work Item
Install Network Connection Work Item
Order Computer Work Item
Install Computer Work Item
Basic Setup Join
CheckSetup Work Item
Setup Complete Exit Point
Data Dictionary
Form Dictionary
Script Dictionary
Completion Scripts
Customizing the Appearance of the Forms
Toolkit Scripts
Embedded Client-Side Script
Configuring the Office Setup Application
Advanced Office Setup Application
Loan Management Application Overview
Chapter 17 The Insurance Claim Processing Application
Credit History Application Overview
Loan Management Process Map
Credit History Process Map
Loan Management and Credit History Walkthrough
New Loan Request Entry Point
Groups and Roles
Verification Work Item
Check Credit History Subprocess
Credit History Application as a Subprocess
Check Authorization Work Item
LookUp Credit History Automated Activity
Canceled Exit Point
OK Exit Point
Meeting Work Item (Parent Process)
Loan Refused Exit Point
Loan Approved Exit Point
Data Dictionary
Loan Management Script Dictionary
storeCreditInformation Completion Script
Credit History Script Dictionary
CustomerId Toolkit Script
LookUpCreditHistory Automation Script
Configuring the Loan Management Application
Configuring the Credit History Application
Application Overview
Appendix A JavaScript API Reference
Process Map
Entry Point
Application Walkthrough
Activities
Custom Activities
Decision Point
Exit Points
The Entry Point (Enter Policy No.)
Groups and Roles
Custom Activity (Look Up Details)
Activity (Policy Details)
Activity (Re-enter Policy No.)
Activity (Enter Claim Details)
Activity (Confirmation)
Activity (Approver)
Activity (Clarification)
Activity (Inform Customer)
Parallel Activities
Activity (Send Check)
Custom Activity (Update Log)
Group and Role Priorities
Data Dictionary
Forms
Script Dictionary
Expiration Scripts
Required Files
Completion Scripts
The database.xml File
Configuring the Insurance Claim Processing Application
The Policy.log File
The Banner Image
The Background Image
Custom Activity Code
The LogPerformer Activity
The LogdenialPerformer Activity
The LookupPerformer Activity
Code Walkthrough for LookupPerformer.java
ProcessInstance
Appendix B Migrating from Previous Releases
getCreationDate
WorkItem
getCreatorUser
getData
getEntityKey
getEntryNodeName
getExitNodeName
getInstanceId
getPriority
getRoleUser
getTitle
setData
setEntityKey
setRoleById
addUserAssignee
ContentStore
addGroupAssignee
assignees
extend
getCreationDate
getExpirationDate
getNodeName
hasExpired
isStateActive
isStateRunning
isStateSuspended
isUserAssignee
moveTo
removeAssignees
resume
setExpirationDate
suspend
copy
CorporateDirectory
download
exists
getBaseURL
getBaseURL
getBaseURL
getContent
getException
getRootURL
getSize
getStatus
getVersion
initialize
isException
list
mkdir
move
remove
rmdir
store
upload
addUser
User
deleteUserByCN
deleteUserByDN
deleteUserById
getUserByCN
getUserByDN
getUserById
modifyUserByCN
modifyUserByDN
modifyUserById
getUserId
Logging and Error Handling Global Functions
logErrorMsg
Assignment, Completion, and Email Scripts
logHistoryMsg
logInfoMsg
logSecurityMsg
checkParallelApproval
Miscellaneous Global Functions
defaultNotificationHeader
defaultNotificationSubject
emailById
emailOfAssignees
emailOfCreator
emailOfRole
randomToGroup
toCreator
toGroup
toManagerOf
toManagerOfCreator
toManagerOfRole
toParallelApproval
toUserById
toUserFromField
ejbLookup
Alphabetical Summary of JavaScript Methods and Functions
evaluateTemplate
expireIn
getAction
getApplicationName
getApplicationPath
getApplicationPrettyName
getBaseForFileName
getConnector
getContentStore ()
getCreatorUserId
getCorporateDirectory
__getIncludePath
getJndiNamingContext
getProcessInstance
getSubProcessInstance
getWorkItem
__includeFile
mapTo
mount
setConnector
__setIncludePath
setRedirectionURL
url_OnDisplayHistory
url_OnDisplayProcessInstance
url_OnDisplayWorklist
url_OnListApplications
url_OnListEntryNodes
Migrating from PAE 4.0 to Process Manager 6.0
Appendix C Reserved Words Glossary
Assignment Function Changes
Migrating from Process Manager 1.x to Process Manager 6.0
Method Changes
Getting Started
Importing an Application to Process Builder
Migrating SSJS-specific Objects
Migrating Custom Fields
Index
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Copyright © 2000 Sun Microsystems, Inc. Some preexisting portions Copyright © 2000 Netscape Communications Corp. All rights reserved.
Last Updated October 12, 2000