Manage Mandatory Roles in Select Participants for Workflow Customization
Explore how to handle mandatory roles effectively in the Select Participants feature of Workflow templates, addressing the need to identify and ensure the selection of required roles. This customization solution aims to enhance task management within workflows for improved user experience and efficiency.
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Presentation Transcript
Handle mandatory roles in Select Participants Fabrice QUICOT Solution Architect, PTC Toulouse January 02, 2014
Handle mandatory roles in Select Participants Objectives When defining a task as mandatory in Workflow template, when no users are assigned to the task, task is send to the Administrator. This OOTB behavior generally does not match the customer expectations: Ability to identify in a Select Participants form that a role is mandatory. Ability to validate that at least one user has been selected for those tasks This document presents a small customization that can address those needs 2 2
Handle mandatory roles in Select Participants Agenda OOTB Behavior Highlight mandatory roles in Select Participants form Control mandatory roles are assigned at Select Participants complete Code samples 3 3
OOTB Behavior Required roles in OOTB It is possible to mention a role as required in the Task definition When no user is assigned to task, role assignment is not control at Select Participants and if: Required: Task will be send to the Administrator Not required: Workflow will continue with the next activity. In addition, there is no way to identify a required role in the select Participants. 5
Highlight mandatory roles in Select Participants form OOTB Design of Select Participants Actions / Action-models JSP calls a tag file that invokes an MVC component builder SetupParticipantsTableBuilder Implemented as Tree Builder Can be overridden by customization 7
Highlight mandatory roles in Select Participants form Customization - Override OOTB Table Builder & Data Utility Override buildComponentConfig method Override Data Utility to display mandatory information on new column 8
Control mandatory roles are assigned at Select Participants complete 9
Control mandatory roles are assigned at Select Participants complete Customization - Override OOTB complete action Override complete action and redirect to specific complete method Extend NmWorkItemCommands Implement specific complete method to apply mandatory roles verification before launching task complete No way to complete task is mandatory role is not assigned Code to validate mandatory roles are assigned 10
Code samples Code sample from Airbus PASS PoC 11
Code samples Context Those developments where made in the frame of a PoC developed for Airbus. An independent Workflow Add Ons module was implemented in order to handle some generic requirements around workflows: Select Participants: Handle mandatory roles Retrieve mandatory roles thanks to preferences Display Role / Groups / Users hierarchy Perform some specific controls before task validation Perform specific treatments following task completion Validate that comments are filled when user rejects the task Strategy was to implement some delegates covering some of those behaviors and to plug the appropriate delegate against the workflows Code was implemented with this delegate approach, but this is not currently available as a fully independent & installable module. 12
Document Control Document Properties File Name Status Handle mandatory roles in Select Participants Draft Change History Date Name of Author Version Description January 02, 2014 Fabrice QUICOT 1.0 Document creation. 14 14
