Index

Introduction

Soffid includes in its Smart Engine a layer of BPM (Business Process Management) to provide useful workflows integrated with the processes and policies of the Soffid core.

Until now, the workflows were implemented with an external programming tool, and it required knowledge of the Soffid core and programming languages.

The BPM Editor Addon allow you to create, configure and publish business processes very easily for the Soffid administrators.

This addon is available from Soffid version 2.7.0.

Installation

This addon is located in the Addons section and its name is BPM web editor.

For download and install the addon you could review our generic documentation about this process: Addons installation

After the installation of the addon you could find its web page in the section: Start > Soffid Configuration > BPM editor

Overview

With this addon you can perform the next operations:

Once you have published a workflow with the proper configuration:

Operations

The BPM editor page allow to the user the next operations.

And also, when you select a workflow, more operations are displayed.

These operations are described below.

New business process (button)

The button  allows you to create a new workflow (business process).

First, you have to fulfil the name and select a type.

About the attributes:

To complete the creation, click the Accept button, and the next step will be the configuration of the workflow. For more information, go to the Configuration section.

Import process (button)

The button  allows you to import a workflow previosly exported.

This functionallity is very usefull to next scenarios:

To import a new workflow you only have to select and upload a *.pardef file:

If a workflow already exits with the same name, this will be overwritten.

Edit process (icon)

The icon  open the workflow's configuration page.

For more information, go to the Configuration section.

Remove process (icon)

The icon  allows you to remove a workflow.

Notice that the workflow is permanently removed in the BPM editor page, but if it was previously published, it is still available for the final user in the Console and Selfservice. To unpublish the workflow you have to disable it, for more information visit: Disable/enable a workflow

Export process (icon)

The icon  allows you to export a workflow to a *.pardef file.

This file could be imported later in the same Soffid or into another Soffid instance.

Configuration

In this section you could find information about how to configure all the aspects of a business process (workflow).

All the configurations explained are in the edit process page.

Main attributes

In this section you could update the main attributes of the workflow and the authorizations required for the users.

About the attributes:

Operation buttons

To complete the edition of the workflow, in this section you could find three options.

These are the buttons:

Steps section

The Steps tab has several parts.

Workflow diagram steps

In this part, you could see the set of steps that your workflow has.

You could select a step to see its configuration on its right side.

Also, you could create a new step with the button .

Finally, you could remove a step, you have to select the step and the button  will appear.

Tasks details

Pending.

Fields

Pending.

Triggers

Pending.

Incoming transitions

Pending.

Outgoing transitions

Pending.

Attributes section

In this tab you could create custom attributes to be used in the workflow.

This configuration is almost the same that you can find in the Agents#Accountmetadata or in the Additional data#Modifyobjects.

The attributes created by default are needed for the workflow, do not remove them.

You can create a new attribute with the button .

1252pxFor every attribute, you could configure the next points:

If the created metadata attribute should be deleted, click on, located on the right of the attribute.

These attributes will be used in the Steps tab to be mapped with the Soffid data.

About the generated workflow

Pending.

Resources

Below you could find a set of workflows that you could import, edit and publish in your Soffid instance:

Documentation

Links to additional information in the documentation: