IM-BIS for Accel Platform / Business Manager Guide

Initial version 2014-01-01

«  Handson (Creation of BPM/workflow)   ::   Contents   ::   Basic settings of IM-BIS  »

Basic procedure to create a flow in IM-BIS

Flow can be created in IM-BIS by operating according to the screen transitions.
The basic steps for creation is described below.

Register BIS definition (Basic information of flow)

At first, enter the basic information like name and type of the flow.
  1. Click “Site map” -> “IM-BIS” -> “Business Manager” -> “IM-BIS Creation” -> “IM-BIS”.

  2. Click “New” in “IM-BIS - Update history”.

    ../../_images/index_14.png
  3. Enter as follows in the “IM-BIS - New” screen.

    • BIS creation type: Workflow (WF)
    • Route creation method: New route
    • BIS name: Workflow Handson 1
    • Description: Handson Scenario 1
    ../../_images/index_22.png
  4. Click “Registration” when inputs of “IM-BIS - New” screen are complete.

    ../../_images/index_32.png
  5. Basic information of BIS definition could be registered by the above procedure.
    When the registration is complete, it will automatically transit to “Route definition - Version - Create New” screen.

Set the Person to process and route to be used in the flow

Define processing flow (process) of the flow as the route and set operator (Person to process) for each task.
In this scenario, create route of the application -> approval -> approval flow.
  1. Start node, end node, application node (task) are arranged on the “Route definition - Version - Create New” screen.

    ../../_images/index_42.png
  2. Place the “approval”icon from the icons arranged at the top by dragging over the grid.

    ../../_images/index_52.png
  3. Similarly, drag and place another “approval” icon over the grid.

    ../../_images/index_62.png
  4. If mouse is placed over the application icon, plus is displayed at top-right.

    ../../_images/index_71.png
  5. Drag plus till the next approval node (task). (Since arrow is displayed while dragging, connect the nodes by the arrow.)

    ../../_images/index_81.png
  6. If the tip of the arrow is dropped over approval node (task), node can be connected to the node.

    ../../_images/index_91.png
  7. Connect second and third approval node(task), third approval node (task) and end node by the same procedure.

    ../../_images/index_101.png

    Note

    • It is required to cancel the browser pop up blocker while searching person to process of route settings.
  8. Click application icon on the grid. The settings column is displayed on the right.

    ../../_images/index_112.png
  9. Click “search Search” of “Person to process”.

    ../../_images/index_121.png
  10. Click search at the left of User.

    ../../_images/index_131.png
  11. Set “ueda tatsuo” in the User search screen and click “Select”.

    ../../_images/index_141.png
  12. “ueda tatsuo” is displayed in Person to process.

    ../../_images/index_15.png
  13. Set “ueda tatsuo” in process target person of 2nd and 3rd approval node (task) in same procedure.

    ../../_images/index_16.png
  14. Click “Register” when the Person to process settings are complete.

    ../../_images/index_17.png
  15. Route of flow could be created by the above procedure.
    It will automatically transit to “IM-BIS- Edit flow” when the created route could be saved.

Register the screen (form) to be used in the flow

Create and register the screen (form) to be used at the time of application and approval.
  1. Double click Apply/Start process node on the “IM-BIS - Edit flow” screen.
    (Or, click “Screen” -> “New” in the context menu that is displayed by right clicking the application task.)
    ../../_images/index_18.png
  2. Enter the name and description of the screen (form) in the “Form - Registration” screen and click “Registration”.
    ../../_images/index_19.png
  3. “Form Designer” screen is displayed by popup.

    ../../_images/index_20.png
  4. Place the screen items from toolkit by drag & drop and create a screen to be displayed in application task as shown in the following figure.
    Edit the text of labels as shown in the figure
    ../../_images/index_211.png

    Note

    Refer “Designer help” for the usage method of Form Designer. (It is displayed when ‘?’ at upper right side of Form Designer is clicked.)

  5. Check the edit contents, click “Update” and save the setting contents of the screen.

    ../../_images/index_221.png
  6. Click “OK” of the confirmation message and close Form Designer.

    ../../_images/index_23.png
  7. Click “Screen” -> “Share” in the context menu to use the application node (task) screen also in the approval screen.

    ../../_images/index_24.png
  8. Right click the second approval node (task) and click “Screen” -> “Paste”.

    ../../_images/index_25.png
  9. The screen similar to application node (task) could be set in the second approval node (task).

    ../../_images/index_26.png
  10. Right click the third approval node (task) and click “Screen” -> “Paste”.

    ../../_images/index_27.png
  11. The screen similar to application node (task) could be set in the third approval node (task).

    ../../_images/index_28.png

Execute the system setting processes required to use workflow

  1. Complete the creation of the flow by clicking “Reflect the definition”.

    ../../_images/index_29.png
  2. The procedure to create workflow using BIS is complete.
    The registered workflow can be applied from “Workflow” -> “Apply” of the menu after logging in by the user set in Person to process.

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