Creating Custom BPM Work List for Human Tasks based in ADF by Mark Peterson

 

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If you ever need a custom work list and need to open the human task from this list, then this blog can help you. All you really need to do is find the list of tasks and create the URL that opens the task from the custom work list. This is not as straightforward as it seems since the URL contains some dynamic fields that you will need to derive from information about the tasks.

The need for a custom work list usually involves some sort of relationship between instances in a process, or between tasks in different processes such that the OOTB functionality of the BPM workspace is not sufficient. The user wants to see a logical grouping of tasks or between parent and child tasks. These tasks should be shown grouped together. These tasks can be shown in a table or tree format and each task should have a link to click on to open the task directly from the form. This is an example of such a list and grouping. Read the complete article here.

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Now Under Development in AVIO’s Skunkworks Labs: Customized Workspace for Oracle BPM by Mark Peterson

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Using best in class UI technologies, AVIO is developing a custom workspace that will manage your work the way you want. It starts with a initial layout that is similar to Oracle’s BPM workspace, but it can use a layout that is best for you. It works in most browsers and media types; cell phones, tablets or PCs.

AVIO’s workspace uses open source technologies, Angular JS (angularjs.org) and Bootstrap CSS (getbootstrap.com). Angular JS provides best in class MVC architecture to render the UI fast and rich in features. Bootstrap CSS is used for a "Design for Mobile First" approach. Where Angular is rapidly becoming the technology of choice for the front-end, Bootstrap will give your designs the responsiveness it needs for cell phones, tablets or PCs.  As opposed to Oracle’s workspace, Angular enables your workspace to be customized from its own and AVIO’s pre-built libraries. These libraries leverage AVIO’s REST services for BPM CRUD operations with the server. Bootstrap CSS can layer on top of any open source tools to give your UIs the "wow" factor you want. These cool features will include modal menus, dynamic widgets and pages, and Kanban style task boards for an intuitive user experience.

Before we look at the workspace on a mobile device, take a close look at the top and left menu bar on a full-size display. The top menu bar contains a search box to filter the list or locate a particular work item. It also contains tabs for applications (to start new tasks), dashboards  (for grapical representation of your work) and a settings tab; for configuring your workspace. The menu on the left contains a list of views to group your work by task or case; initiated or administrative; tasks due within some time-frame; or by some metadata like region, department, or status.

The main panel (on the right) contains a work list represented by cards. These cards can be customized to contain important text and date fields,  images, links and other meta-data to identify them. These cards can represent different work items like a task or a case. With cards, there’s no need to switch between task and case view when using Oracle’s Adaptive Case Management (ACM) features. If mixing them together in a single list is not desired, it is easy to create views with only one or the other.

To get a feel for how this works, we will look at the UI rendered in a hand-held device as seen below. Notice that the left menu bar has been hidden and the top menu collapsed to an expandable menu icon. The work item list of cards makes it easier to design responsive layouts over a static table with rows. Different card types may need different meta-data, images and fields. Likewise the details behind the cards can adapt according to the card type. This provides more uniformity for handling tasks and cases for an intuitive and friendly look and feel.

One reason cards are used as opposed to a static table is the way the concept handles different work item types. The other reason is to allow Kanban style drag and drop.  Each card type can contain its own set of text fields, dates, images and links according to the card type. It can be dragged around (in Kanban style), sorted moved from view to view, or whatever the case may be. Cards provide more flexibility over tables. However if a table suits the need better, that is possible too. It’s easier to turn off features than add them back in later on. Read the complete article here.

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For regular information on Oracle SOA Suite become a member in the SOA & BPM Partner Community for registration please visit www.oracle.com/goto/emea/soa (OPN account required) If you need support with your account please contact the Oracle Partner Business Center.

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Creating Custom BPM Work List for Human Tasks based in ADF by Mark Peterson

 

clip_image002If you ever need a custom work list and need to open the human task from this list, then this blog can help you. All you really need to do is find the list of tasks and create the URL that opens the task from the custom work list. This is not as straightforward as it seems since the URL contains some dynamic fields that you will need to derive from information about the tasks.

The need for a custom work list usually involves some sort of relationship between instances in a process, or between tasks in different processes such that the OOTB functionality of the BPM workspace is not sufficient. The user wants to see a logical grouping of tasks or between parent and child tasks. These tasks should be shown grouped together. These tasks can be shown in a table or tree format and each task should have a link to click on to open the task directly from the form. This is an example of such a list and grouping.

Use Cases

The relationships between tasks may consist of simple parent/child relationships. The above table was used to implement a custom ACM UI where each of these tasks (children) are activities for a given case (parent). Here a work request (case) with several child tasks, or activities are listed along with the status, description due date, started date and assignee. Notice the links to open the task or reassign the task.

Another example is when a tasks is related to another other (like siblings) by customer or account ID. In all of these examples, the user wants a convenient way to jump directly to the related task, without closing the current task or form, going to the work space, finding and opening the task from the work space. Here are some example users stories this post can help you implement.

  1. As an agent, I want to open a task associated with a leg of a trip from the trip overview page, so I don’t have to search and find the task in the workspace, when I’m working on the trip.
  2. As a user, I want to be able to see all tasks associated with a work requests and be able to open a task to work on it without having to find the task in the workspace when I’m working on the work request.
  3. As a underwriter, I want to be able to see all related line items on a insurance policy and be able to jump to any of these line items from any other line item in the policy without need to find and open the line item from the workspace.
ADF URL Parameters

The URL pattern you need to construct is as follows:

http://hostname:port/faces/adf.task-flow?bpmWorklistTaskId=<TaskId>&adf….

The following parameters needs to be derived and appended to this URL using the amphersand "&" as a delimiter between parameters and an equal sign "=" between the parameter and value. The parameter value pair a listed in the following table. Read the complete article here.

SOA & BPM Partner Community

For regular information on Oracle SOA Suite become a member in the SOA & BPM Partner Community for registration please visit www.oracle.com/goto/emea/soa (OPN account required) If you need support with your account please contact the Oracle Partner Business Center.

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