MC Corporate LOS Basic Administration Training AxeBPM Business Process Management

undefined. MC Corporate LOS Basic Administration Training AxeBPM Business Process Management.

[Audio] Welcome again to AxeBPM your tool for building and enhancing processes in ACP! it's structured around four key components: The Menu: Everything you need is on the menu. It's like your map for navigating AxeBPM easily. The Toolbar: Quickly access common tools with the toolbar. It's like having shortcuts to make things faster. Activity Panels: These panels on the sides give you all the info and options for setting up each step of your workflow. Design Panel: Use the design panel to build your workflow. It's like a blank canvas where you can arrange things just how you like. To create a new workflow click "New Workflow" in the File tab. Then fill in:Workflow Name Workflow Description Target Server Address and finally once the connection is confirmed you can start designing your workflow..

[Audio] We use AxeBPM designer tool to create workflows that can be integrated into the ACP. The screenshot itself shows the AxeBPM Designer which allows users to visually design workflows using a flowchart-like interface. Some elements that are in the screenshot are: Toolbox: This panel contains a list of elements that can be added to the workflow such as tasks decisions rules web services et cetera Workflow Variables: This panel likely shows variables that can be used within the workflow to store and manage data. Workflow Conditions: This panel likely shows the conditions that can be used to control the flow of the workflow. For example a condition might be used to determine which path to take in a decision diamond. Services Configuration: This panel likely deals with how the workflow interacts with external services. Configuration: This section likely deals with how the workflow global configuration is stored and managed. The center of the screenshot shows the workflow canvas which contains the following elements: Tasks These shapes represent steps in the workflow that need to be completed. The screenshot tasks to be done by the system. Sub workflow – A sub workflow for the FI deal team Gateway (diamond-shaped symbol represents a decision point in the workflow. The screenshot shows a gateway with different outgoing paths. The conditions that determine which path is taken are likely defined in the Workflow Conditions panel.).

[Audio] Every workflow needs some setup to run smoothly. Here's what you need to know: Item & Subitem: Choose where the workflow will run from dropdown menus. It could be on a client a limit application or somewhere else. Initiator Profile: Decide who can start the workflow by setting up profiles. This makes sure only the right people kick things off. Initiator Group: Set up groups that have permission to start the workflow. This helps control who can access it. Capturable (Optional): If you want to keep track of changes during the workflow turn on this feature. It also lets you adjust tracking in ACP. With these settings your workflows will be ready to go!.

[Audio] Now let's talk about a key aspect of workflow design: variables. These are like data containers that help us make decisions and take actions within our workflows. First off we have two types of variables: Workflow Items Variables: These are automatically calculated as our workflow runs. They're handy for things like tracking progress or counting items. Customized Variables: These are ones we create ourselves to fit our specific workflow needs. They give us the flexibility to store and use any kind of data we want. Now let's dive into how to create a new variable. It's pretty straightforward: We start by giving our variable a name. If we want we can set a default value to kick things off. Then we specify the type of data our variable will hold. And finally we can add a description to remind us what this variable is all about. By using variables effectively we can keep track of important information and make our workflows even more powerful and adaptable..

[Audio] Now let's delve into another crucial aspect of workflow design: conditions. These are what we use to make decisions based on certain criteria within our workflows. Conditions are made up of logical and mathematical operators which we use with variables and constants. They help us determine when certain actions should be taken. When setting up a condition we need to consider a few key attributes: Rule Name: Each condition needs a unique name within the workflow. This helps us identify and refer to it later on. So make sure to choose a name that clearly describes the condition's purpose. Rule Body: This is where the magic happens! The rule body is where we input the logic that defines our condition. Here we use a combination of operators variables and constants to express what needs to be checked. By carefully crafting our conditions with clear names and logical rule bodies we ensure that our workflows operate smoothly and efficiently..

[Audio] The screenshot shows a list of workflow steps that are available in AxeBPM. Here are some of the most common steps: UserTask: This step represents a task that needs to be completed by a human user. The properties of the UserTask can specify who should complete the task what information they need and what deadlines they must meet et cetera SQLTask: This step allows you to execute a S-Q-L query against a database. This could be used to retrieve data from a database update data in a database or insert data into database. ConditionStep: This step represents a decision point in the workflow. You can define conditions that will determine which path the workflow will take after the step is executed. WhileActivity: This step allows you to create a loop in the workflow. The loop will continue to execute as long as a specified condition is true. DoWhileActivity: This step is similar to the WhileActivity step but the loop will execute at least once before checking the condition. SubWorkflowActivitySync: This step allows you to call another workflow synchronously. This means that the calling workflow will wait for the sub-workflow to finish before continuing. SubWorkflowActivityAsync: This step allows you to call another workflow asynchronously. This means that the calling workflow will continue to execute without waiting for the sub-workflow to finish. SendEmailActivity: This step allows you to send an email notification to someone. SendSMSActivity: This step allows you to send an S-M-S text message to someone. ActionActivity: This is a generic step that can be used to perform any custom action that is supported by AxeBPM. WebServiceActivity: This step allows you to call a web service. RuleEngineStep: This step allows you to execute a rule from the Axe Business Rule Engine (AxeBRE)..

[Audio] Now let's delve into the "User Step" feature a powerful tool within our Toolbox designed to streamline actions in ACP. With "User Step " tasks can be executed seamlessly with just a few clicks. It simplifies the process making task management a breeze! When you add a user step simply select it to specify its properties. This opens up the configuration tab where you'll find three main sections: 1. Task Details: Here you'll define essential aspects such as the step title internal entity recipient type recipient short name profile access rights and other pertinent details. 2. Description: This section allows you to provide additional context or details about the task ensuring clarity for all involved. 3. Task Duration and TAT Configurations: In this section you'll set the task duration and any related configurations for Turnaround Time (T-A-T--) ensuring timely completion. By utilizing the "User Step" feature and customizing its properties in these sections you'll streamline processes and enhance productivity within ACP..

[Audio] When configuring a user step in A-C-P you're not just defining a task; you're optimizing workflow efficiency. Each user step configuration window offers a range of tabs tailored to fine-tune task execution. Let's explore these tabs: Attached Documents: Here you specify the documents to be exclusively attached during task execution ensuring all necessary files are readily available. Document Attachment Access Rights: Customize access rights for each attached document ensuring appropriate permissions are set for data security. Document Generation: Define documents to be generated exclusively during task execution automating documentation processes seamlessly. Enforced Properties: Modify A-C-P field properties during task execution allowing for dynamic adjustments to enhance user experience. Report Details: Configure the Reporting Server to send email reports during task execution keeping stakeholders informed and updated. Collect Questions: Display user-specific questions in A-C-P during task execution facilitating clarity and precision in task completion. Task Guidelines: Set up user-assistance guidelines to streamline task execution providing essential instructions for smooth workflow management. Control Validator: Implement additional checks during task execution through a stored procedure ensuring task integrity and accuracy. With these configurable tabs you can tailor each user step to meet specific workflow requirements driving efficiency and productivity within A-C-P.

[Audio] The SQL Step is a powerful tool within A-C-P designed to seamlessly integrate S-Q-L queries into your workflows enabling efficient execution of stored procedures and manipulation of database data. Let's break down the SQL Step into its two key sections: Configuration: In this section users have the flexibility to select the S-Q-L server name and craft their S-Q-L query within the command section. Whether you're fetching data updating records or executing stored procedures the Configuration tab empowers you to tailor S-Q-L operations to your specific workflow needs. Simulation: Here's where the magic happens! The Simulation section allows users to test-run their configured S-Q-L queries and preview the results. Whether it's a single-variable output or a more complex dataset you can visualize the query outcome and ensure its alignment with your workflow objectives. By leveraging the SQL Step you gain the ability to seamlessly integrate database operations into your workflows enhancing efficiency and accuracy across your processes..

[Audio] Now we will delve into Conditional Steps – your ultimate tool for steering workflows based on specific conditions. Conditional Steps allow you to create branches within your workflow guiding its path based on various conditions. To configure a Conditional Step simply enter the condition name and define its condition body specifying variables operators and values. Adding steps to your Conditional Step is simple – just click on the " plus " sign to add as many steps as you need. Whether it's two branches (If / Else) or multiple pathways Conditional Steps give you the flexibility to tailor your workflow to your exact needs. Thank you for joining us on this journey of workflow mastery!.