ANTEROS, Category: Workflow (Camunda)

Workflow (Camunda)

Workflow (Camunda) Transfer user You can transfer portal users to Camunda. You do this in the menu item "Workflow" in the submenu "Camunda Administration". There is a description on the left hand side and the list of users on the right hand side. The left column of the list shows the users in the portal and the right column shows the users in Camunda. To transfer portal users to Camunda, check the box of the users you want to transfer and click the "Create Camunda users" button.
Start Camunda workflow To start a workflow from Camunda, go to the product family editor or product editor. Select a product family or a product. In the editor, you then go to the "Workflows" tab. There you can then start different workflows. To do this, click on the "Start workflow" button next to the workflow you want to start.
After the workflow has been started, the first task you need to be completed will appear, this being a task that has been stored for you in this workflow. To start it, click the button to the left of the label. Once you have completed the task, finish it by clicking the same button again. Do this with each subsequent task. If no new task appears, the next task is to be done by another user and, if you still have something to do in this workflow, you will have to wait for them to complete the task. Additionally, you can add comments to the workflow.
Create Camunda workflow The following section illustrates how to create a simple diagram in the Camunda Modeler for the Workflow module. To create a new diagram in Camunda Modeler, click on "File" - "BPMN Diagram". This will open a new diagram. Double-click on the start event to open a text field. There you can change the name of the start event. Clicking on the start event lets you select an activity from the context menu. The activity is automatically added and can be placed anywhere by using drag and drop. The activity can also be given a name. The type can be changed by clicking on the wrench icon. Repeat this until all the activities in the process have been added. Once one is at the end of the process, an end event must be added, which can also be named. To configure the activity, open the properties menu. This is done by clicking in any free space on the right side. Then click on the activity you want to configure so that you can edit the settings. The name and ID should be entered and the "Executable" checkbox should be checked. To add a user activity, click on the activity icon on the left and drag it to the desired location. Select the "User Task" type by clicking on the wrench icon. To configure the user, go to the properties menu. Now you can make all the necessary entries in the " User assignment " section. The user who has to do the task is stored as "Assignee". Additional groups and users can be specified as well as a due date and a follow-up date. To store a user group for an activity under "Candidate Group", it must be defined or to store a user under "Candidate user", it must be transferred. To save the diagram, click on "File" - "Save File As ...". A dialog window will open where you can navigate to the folder in which you would like to save the diagram. Give the file a name and click on Save. Further documentation can be found at https://docs.camunda.io/docs/guides/ .
Search by workflow To search for a workflow, select the " Advanced " option. In "Workflow" you can then search for "Running workflows", workflows with the status "Simple editing with review", "Users with pending tasks" and "Users with open tasks".
Adjust search parameters The search parameters for Camunda can be customized. To do this, go to the menu item "Admin", then to "Parameterdef.:List+Editor" and select "Camunda". There, new parameter definitions are set automatically when the first task is started.

Transfer user

You can transfer portal users to Camunda. You do this in the menu item "Workflow" in the submenu "Camunda Administration". There is a description on the left hand side and the list of users on the right hand side. The left column of the list shows the users in the portal and the right column shows the users in Camunda. To transfer portal users to Camunda, check the box of the users you want to transfer and click the "Create Camunda users" button.

Start Camunda workflow

To start a workflow from Camunda, go to the product family editor or product editor. Select a product family or a product. In the editor, you then go to the "Workflows" tab. There you can then start different workflows. To do this, click on the "Start workflow" button next to the workflow you want to start.

After the workflow has been started, the first task you need to be completed will appear, this being a task that has been stored for you in this workflow. To start it, click the button to the left of the label. Once you have completed the task, finish it by clicking the same button again. Do this with each subsequent task. If no new task appears, the next task is to be done by another user and, if you still have something to do in this workflow, you will have to wait for them to complete the task. Additionally, you can add comments to the workflow.

Create Camunda workflow

The following section illustrates how to create a simple diagram in the Camunda Modeler for the Workflow module.

To create a new diagram in Camunda Modeler, click on "File" - "BPMN Diagram". This will open a new diagram.

Double-click on the start event to open a text field. There you can change the name of the start event. Clicking on the start event lets you select an activity from the context menu. The activity is automatically added and can be placed anywhere by using drag and drop. The activity can also be given a name. The type can be changed by clicking on the wrench icon. Repeat this until all the activities in the process have been added. Once one is at the end of the process, an end event must be added, which can also be named.

To configure the activity, open the properties menu. This is done by clicking in any free space on the right side. Then click on the activity you want to configure so that you can edit the settings. The name and ID should be entered and the "Executable" checkbox should be checked.

To add a user activity, click on the activity icon on the left and drag it to the desired location. Select the "User Task" type by clicking on the wrench icon.

To configure the user, go to the properties menu. Now you can make all the necessary entries in the " User assignment " section. The user who has to do the task is stored as "Assignee". Additional groups and users can be specified as well as a due date and a follow-up date.

To store a user group for an activity under "Candidate Group", it must be defined or to store a user under "Candidate user", it must be transferred.

To save the diagram, click on "File" - "Save File As ...". A dialog window will open where you can navigate to the folder in which you would like to save the diagram. Give the file a name and click on Save.

Further documentation can be found at https://docs.camunda.io/docs/guides/ .

Search by workflow

To search for a workflow, select the " Advanced " option. In "Workflow" you can then search for "Running workflows", workflows with the status "Simple editing with review", "Users with pending tasks" and "Users with open tasks".

Adjust search parameters

The search parameters for Camunda can be customized. To do this, go to the menu item "Admin", then to "Parameterdef.:List+Editor" and select "Camunda". There, new parameter definitions are set automatically when the first task is started.