BPM Workflow Software EvaluationQuick Start BPM Workflow Software Evaluation Documentation

Our Quick Start Workflow Software Evaluation is intended to provide an uncomplicated test drive of a collection of our workflow software most basic features.  All software features are still available with the 30-Day trial version.

With this Quick Start tool you will be able to:

1. Create, Edit and View Workflow Definition details
2. Create, Reset, Execute and View Workflow Instance details
3. Create, Instantiate, Execute and View Workflow Instance Task details
4. Create and Edit Dynamic Workflow Forms
5. Create and View Workflow Instance Business Intelligence reporting details

These workflow software advanced features are available as part of our 30-day product trial:

1. Create and Edit Workflow Step and Data Type Definitions
2. Create and Edit Workflow Event Definitions and Event Handlers
3. View and Manage Workflow Archived Instances
4. Create and Edit Workflow User Profiles
5. Create and View Workflow Status and Performance details

Step 1. Quick Start Login

1. cDevWorkflow Quick Start BPM Workflow Software:

http://demo.cdevworkflow.com/cDevWorkflow
 

2. Enter Username: Your complete Email address is required (example: DemoUser@QuickStart.com)
3. Enter Password: Your Quick Start password is contained within the confirmation Email from cDevWorkflow

Obtain password by filling out the short form located here:

Free Online BPM Workflow Software Evaluation

loginScreen

Step 2. Quick Start Workflow Definitions

Create, Edit and View workflow definition details

After successfully logging into the Quick Start Workflow Software Evaluation website you will arrive at the cDevWorkflow Configuration Manager’s default workflow definitions tab. You are welcome to modify or edit an existing workflow definition contained in this selection or create your own.
This database is not public so please feel free to take an existing workflow definition and modify it. Experiment.

cDevWorkflow Definitions

cDevWorkflow Definitions

Our cDevWorkflow website provides many resources on how these workflow definitions were built. Additional information can be found at the cDevWorkflow websites:

http://www.cdevworkflow.com/example-workflows/
http://www.cdevworkflow.com/workflow-how-to/workflow-examples

 

Step 3. Quick Start Workflow Instances

Create, Reset, Execute and View workflow instance details

Click on the cDevWorkflow Configuration Manager “Instances” tab to create, reset, and execute or view a workflow instance.
The workflow instance user interface screen displays your workflow database using a familiar folder structure. To start the workflow process, our first step is to create a workflow instance by executing one of our existing workflow definitions.

Click the “Create” button to create a new workflow instance based on a Definition.

 

createInstance

Once selected, the “Create Instance” dialog box will be displayed to prompt the user through the workflow definition selection and execution actions.
This is the default dialog box view.

 

 

 

Our first step is to select the workflow definition that we wish to work with.

Use the pull down menu to select the definition.
Let’s select the first definition on the list “Update Variable Example”.

This is the list of demo workflow definitions. Any changes you make to the workflow definition database will be added to this list.

 

The next step is to enter a unique name to label this workflow instance.

Enter the value “Variable Instance Execute” for the name of the Instance in the field provided.

Then select the radio button “Execute”

Our last action step is to actually create the instance. Click the “Create Instance” button to complete this action.

 

Upon completion of an executed instance the “Create Instance” dialog box will display a status message at the bottom.

Select “Close” button to return to the workflow instances tab.

 

 

The Instance tab displays the newly created Workflow Instance. Since the workflow instance was just instantiated, it has a status of “NotStarted”.  Click the “Refresh Page” button to reload the page and update the status of the workflow instance.

You can also review this workflow instance graphically by using the executed view and render view features.

BPM Workflow Software Evaluation

Other Available Workflow Instance Views

 

 

 

 

Free Online BPM Workflow Software Evaluation

Schedule a cDevWorkflow Interactive Product Demonstration

Download cDevWorkflow 30-Day Trial Version

 

Step 4. Quick Start Workflow Tasks

Create, Instantiate, Execute and View workflow instance task details

Here we will create, execute and view a workflow instance that includes a user assigned task. The Task Example workflow definition has a user interactive task step where the workflow creates a task for the user and the workflow instance waits in a hold or sleeping mode until the task is completed.
Click the “Create” button to create a new workflow instance based on a Task Definition.

 

 

Our first step is to select the workflow definition that we wish to work with. Use the pull down menu to select the definition.

Let’s select the first definition on the list “Task Example”.

 

 

The next step is to enter a unique name to label this workflow instance.
Enter the value “Task Example” for the name of the Instance in the field provided.

Then select the radio button “Execute”

Our last action step is to actually create the instance. Click the “Create Instance” button to complete this action

 

 

Upon completion of an executed instance the “Create Instance” dialog box will display a status message at the bottom.

Select “Close” button to return to the workflow instances tab.

 

 

 

 

The Instance tab displays the newly created “Task Example”, workflow instance complete with all available workflow instance details and a current status of “sleeping”.

 

Click the “Tasks” menu to review the tasks for the current user.

 

Click the task from the list to render the task. Complete the task by adding comments and select “Complete Task” to complete the task.

 

Once completed, the workflow instance status will change from “sleeping” to ”finish”

 

Step 5. Quick Start Dynamic Forms

Create, View and Manage Dynamic Workflow Forms

cDevWorkflow lets users define and manage Form Definitions and Form Instances. These Form Instances can be utilized within Workflow Instances for data gathering, routing, computing etc.  Using the Forms menu option within the Configuration Manager, navigate to the Form Definitions tab.

Create Form Definition

A new Form Definition can be created using the “Create” button on the toolbar. The following dialog will be rendered:

Enter a name for the new Form and click the “Create Definition” button.

Design Form Definition

A Form definition can be designed by selecting Form definition form the table and clicking the “Design” button on the toolbar.

Form definitions are open within the Form Designer for modifying its design. Form designer looks as follows:

Similar to the Workflow designer, has a toolbox on the left, toolbar on the top and the design canvas in the middle. Just drag items form the toolbox and configure the item properties by double clicking on the item. Click the toolbar buttons the “Save” or “Preview” the Form definition.

With this workflow form definitions screen the following operations can be performed:

  • Create a new workflow form definition
  • Design / Open the definition in the workflow form designer
  • Update the name of the workflow form definition
  • Remove a workflow form definition
  • Remove all instances for a given workflow form definition
  • Rename a selected form definition
  • Make a copy of the form definition
  • Manage data tables used within a workflow form definition
  • Get the form definition as an xml file
  • Set the xml for the form definition file
  • Graphically render the workflow definition
  • Generate a report for the workflow definition
  • Archive selected workflow form definition

Form Instances

Form instances are created from Form Definitions, these Form instances are either created manually or instantiated automatically through a Workflow process. The following UI shows the Form Instances UI:

Create Form Instance

A Form Instance can be created using the “Create” button on the toolbar. The following dialog is displayed for creating the Form instance.

Select a Form Definition from the list, provide a name for the Form Instance and click the “Create Instance” button to create the new Form instance.

 

 

Step 6. Quick Start Business Intelligence

Create, View and Manage Workflow Instance Business Intelligence Details

Using workflow knowledge is easy with the collection of workflow BI tools that cDevWorkflow provides. Navigate to the “BI” tab on cDevWorkflow, User interface will look as follows:

There are 55 standard report and 11 custom reports that can be generated using the pull down menu.
For example: You can view the execution timings for the “Variable Inst” workflow instance by selecting the BI report “Step Execution by Instance” report from the pull down menu.

 

Free Online BPM Workflow Software Evaluation

Schedule a cDevWorkflow Interactive Product Demonstration

Download cDevWorkflow 30-Day Trial Version

 

Step 7. Advanced Features Screen Captures

(These features are available with our 30-Day Trial Download Version)

Create and Edit Workflow Step and Data Types Definitions

 

Create and Edit Workflow Event Definitions / Event Handlers

 

View and Manage Workflow Archived Instances

 

Create and Edit Workflow User Profiles

 

Create and View Workflow Status and Performance Details

 

Free Online BPM Workflow Software Evaluation

 
Schedule a cDevWorkflow Interactive Product Demonstration
Download cDevWorkflow 30-Day Trial Version
 

You may also be interested in reading more on the subject of Configuring a Custom Workflow Step.

A small sampling of the Workflow Technology for BPM Solutions contained within our cDevWorkflow product offering can be found here: Workflow Technology That Works.

Learn more about our Process Automation & IT, QA Services or Software Development products and solutions on the Web!  Visit us at: Innovative Process Solutions