Guia Bonitasoft

Bonita Open Solution
Version 5.2
QuickStart Guide
Bonita Open Solution 5.2 QuickStart Guide
Bonita Open Solution Version 5.2
QuickStart Guide
Contents
ChangeNotice.........................................................................................................................................4
WelcometoBonitaOpenSolution!........................................................................................................5
Download,install,andlaunchBonitaOpenSolution5.2.......................................................................5
QuickStartOverviewandTutorial...........................................................................................................5
QuickStartOverview...........................................................................................................................5
QuickStartTutorial..................................................................................................................................8
PreparetoDesignaProcessGraphicallyinBonitaStudio..................................................................8
LaunchBonitaStudio..........................................................................................................................9
DrawStepsandTransitions................................................................................................................9
CreateanIterationandaddanXORgate.........................................................................................20
AddConditionstoTransitions...........................................................................................................21
AddDetailstoProcess/Steps............................................................................................................25
RunaProcess....................................................................................................................................32
CompleteaProcessCase..................................................................................................................36
CustomizeForms...............................................................................................................................39
Summary...............................................................................................................................................54
Feedback,Questions,andMoreInformation.......................................................................................54
Figures
Figure1.WelcometoBonitaStudio......................................................................................................5
Figure2.BonitaStudioreadytodesignanewProcess.........................................................................6
Figure3.BonitaUserExperienceprovidesaninboxtomanageProcessesandCases........................7
Figure4.CompletedWebPurchaseProcess.........................................................................................8
Figure5.BeginanewProcesswithaStartandaStep..........................................................................9
Figure6.EnterGeneralDetailsforSalesReview...................................................................................9
Figure7.CreateaGroupofActorsforSalesReview...........................................................................10
Figure8.SelecttheoptiontomanuallyenternamesforaUserList..................................................10
Figure9.NametheGroup....................................................................................................................11
Figure10.DefinetheActorsinthisGroup...........................................................................................11
Figure11.ThenewlycreatedGroupshowsupintheGroupslistfortheSalesReviewStep.............12
Figure12.SalesEmployeesisnowtheonlygroupofActorsforthisStep..........................................12
Figure13.UsetheContextPalettetodrawnewelementsontheWhiteboard.................................13
Figure14.NameanewStepandenteritsGeneralDetails.................................................................13
Figure15.DefinetheActorsforthisStep............................................................................................14
Figure16.SelecttheProcessInitiatorastheActorforthisStep........................................................14
Figure17.AddRejectStepanddefineitsGeneralDetails..................................................................15
Figure18.AddMoreInfoStepanddefineitsGeneralDetails............................................................15
Figure19.ChoosetheGroupofActorsforMoreInfo.........................................................................16
Figure20.SelectthealreadydefinedGroupSalesEmployees............................................................16
Figure21.RenamethisPool................................................................................................................17
Figure22.RenamethisProcessDiagram.............................................................................................17
page2
www.bonitasoft.com|BonitaSoftS.A.
BOSV5.2QuickStartGuide,19Apr2010

Figure23.AddExpressDeliveryStepanddefineitsGeneralDetails..................................................18
Figure24.AddArchiveStepanddefineitsGeneralDetails................................................................19
Figure25.AddanEndevent................................................................................................................19
Figure26.RearrangetheProcesselementsontheWhiteboard.........................................................20
Figure27.AddanXORGate.................................................................................................................20
Figure28.AddDatatoDetailsforSalesReview..................................................................................21
Figure29.DefinealistforSalesReview..............................................................................................22
Figure30.SelectadefaultvaluefortheList........................................................................................23
Figure31.NewlycreatedData(variable)showsupinDataforthisStep...........................................23
Figure32.DefineConditionsforTransitions.......................................................................................24
Figure33.TransitionNamesappearonWhiteboard..........................................................................24
Figure34.AddDatatoDetailsforWebPurchaseProcess(globalvariable).......................................25
Figure35.DefinealistatProcesslevel(globallistvariable)...............................................................26
Figure36.Selectadefaultvalueforthelist........................................................................................27
Figure37.NewlycreatedData(variables)showupinDatafortheProcess.......................................27
Figure38.AddDatatoDetailsforMoreInfo.......................................................................................28
Figure39.NewlycreatedData(variable)showsupinDataforthisStep...........................................28
Figure40.NewlycreatedData(variables)showupinDataforthisStep...........................................29
Figure41.AddaBooleanCondition(true)toaTransition..................................................................30
Figure42.AddaBoolean(false)ConditiontoaTransition.................................................................30
Figure43.TransitionNamesappearonProcess..................................................................................31
Figure44.WebPurchaseProcessCaseinitialForm(customerorderform).......................................32
Figure45.FillinWebPurchaseProcesscustomerorderFormtostartaCase...................................32
Figure46.ChooseaDecisionatSalesReviewStep.............................................................................33
Figure47.FillinFormpresentedatMoreInfoStep............................................................................33
Figure48.FillinFormpresented(again,afteriteration)atSalesReviewStep...................................34
Figure49.FillinFormpresentedatPayStep......................................................................................34
Figure50.WebPurchaseCasecompleted...........................................................................................35
Figure51.BonitaUserExperiencewithcompletedWebPurchaseProcesstestCase........................36
Figure52.WebPurchaseProcesstestCaseexpanded........................................................................36
Figure53.SeetheentireCaseHistorywiththeAdminfunction.........................................................37
Figure54.StartanotherCasefortheWebPurchaseProcess.............................................................38
Figure55.FillinwebpurchaseprocesscustomerorderFormtostartanewcase............................38
Figure56.SelectDatatoappearinnewForm.....................................................................................39
Figure59.DetailspanelforWebPurchaseForm................................................................................39
Figure57.CloseDetailsandOverviewpanelstoseetheentireForm................................................40
Figure58.initialWebPurchaseFormreadytocustomize..................................................................40
Figure60.AddablankwidgettothetopoftheForm.........................................................................41
Figure61.ReorderthewidgetsintheForm........................................................................................42
Figure62.Removetheextrawidget....................................................................................................42
Figure63.CustomizeGeneraldetailsforwidget.................................................................................43
Figure64.IndicatethattheCustomerNamefieldmustbecompletedintheForm..........................43
Figure65.AddaValidator....................................................................................................................43
Figure66.CustomizeDetailsforanotherwidget................................................................................44
Figure67.Createadropdownlistforalistofchoices.......................................................................44
Figure68.CustomizedForm................................................................................................................45
Figure69.PreviewcustomizedForm(toinitiateProcess)..................................................................45
Figure70.SelectwidgetstoshowinnewForm..................................................................................46
Figure71.Arrangewidgetsinorder....................................................................................................46
Figure72.ChangewidgetfromTextBox(live)toText(readonly)......................................................47
Figure73.AddanewTextwidget........................................................................................................48
BOSV5.2QuickstartGuide,10Jun2010
page3
Figure74.Renamenewwidget............................................................................................................48
Figure75.SelectdatavalueforProductstextfield.............................................................................49
Figure76.ChooseRadioastheFieldTypefordecision.......................................................................49
Figure77.CustomizedwidgetsinSalesReviewForm.........................................................................50
Figure78.PreviewcustomizedForm(forSalesReviewStep).............................................................51
Figure79.CreateaFormforthePayStep...........................................................................................51
Figure80SelectEditExpressiontocreateanExpressioninGroovy...................................................52
Figure81.EnteraGroovyexpressiontobeevaluatedandpresentedintheMessage......................52
Figure82.PreviewcustomizedForm(forPayStep)............................................................................53
Figure83.CustomizedForm(fields)presentedinBonitaOpenSolutiondefaultwebForm..............53
Change Notice
ThisdocumentnowcontainsanextendedtutorialthatincludesasectiononhowtoCustomize
Forms.
page4

Welcome to Bonita Open Solution!
DownloadBonitaOpenSolution5.2:www.bonitasoft.com/products/downloads.php
UsethisQuickStartGuidetogetstartedwithBonitaOpenSolutionandbecomefamiliarwith
designingaprocesswithitsgraphictools.
Download, install, and launch Bonita Open Solution 5.2
DownloadBonitaAllinOne.Whenthezippedfolderhasbeendownloaded,extractallfiles.To
launchBonitaOpenSolutionandbegindesigningaprocess:
opentheunzippedbonitaallinonefolder
launchtheBonitaStudioapplicationfileforyouroperatingsystem.
QuickStart Overview and Tutorial
TheOverviewmayhelpyoutobeginworkingwithBonitaOpenSolutionquickly.Afterthe
OverviewisaTutorialthatwilltakeyouthroughcreating,running,andmanagingaProcessstepby
step.
QuickStart Overview
SelectNewtocreateanewprocess
Open anexisting.procfile
Import .barfiles(createdinBOSv5)
Open someexamples
Figure1.WelcometoBonitaStudio
YoucanalsogodirectlytoUserExperience(
Casesaremanaged.
ontheToolBar)whereexistingProcessesand
page5
BonitaStudio
WhenyouclickNewtoenterBonitaStudio,theWhiteboardisreadytobegin:
1DrawyourProcessdirectlyontheWhiteboard
4 ClickRun todeployacompletedProcess
5 ClickUserExperience tostartandmanageProcessCases
2BeginwithaStartandthefirstStep
ClicktheSteptousetheContextPalette
OrusethePalette toactivatetheTools clicktheelement,dragtotheWhiteboard
SeetheOverviewofthe
wholeProcessinZoomOut
3 DefineDetailsfortheselectedelement,including:
Name
StepType(Human,Automatic,Subprocess)
Process(global)andStep(local)Datavariables
StepActors(Group,Individual)
Connectors(toexternalsystems)
Transition Conditions(ifthen)
LanescandefineparallelsequencesinaProcess
APoolisaProcessandcancontainoneormore
Lanes
Figure2.BonitaStudioreadytodesignanewProcess
page6

BonitaUserExperience:
User(admin)
identified
StartCasestartsNewcasesofeachProcess
Processes andcases canbemanagedinanemaillikeinterface with

Stars
Labels
Readandunreadoptions
Figure3.BonitaUserExperienceprovidesaninboxtomanageProcessesandCases
page7
QuickStart Tutorial
FollowtheQuickStarttutorialexampleto:
DesignacompleteProcessgraphicallyinBonitaStudio,asyou
o DrawStepsandTransitionsusingthegraphictoolsintheBonitaStudioPalette
o CreateaniterationandaddaGate
o AddConditionstoTransitions
o AddDetailstotheProcess(globalvariables)andtoIndividualSteps(localvariables)
RuntheProcessyoucreate
CompleteaProcessCaseandinteractwiththemanualSteps
SeetheProcess,andtheCasesyouwillcreate,inBonitaUserExperience
ReturntotheProcessanddesignFormsusingtheFormBuilderfunctionofBonitaStudio
Prepare to Design a Process Graphically in Bonita Studio
Designasimpleprocess,Web Purchase:
1. Acustomerordersanitemfromawebstore.
2. Acompanysalesemployeeprocessestherequestmanually(approvesit,rejectsit,oradds
moreinformationtotheorder).
3. If/whenthecustomersorderisapproved,he/shepaysfortheorder.
4. ThecustomerchooseswhethertohavetheitemshippedbyExpressDelivery.
5. Thetransactionisarchived.
TheProcesswilllooklikethiswhencompleted:
Figure4.CompletedWebPurchaseProcess
(ItmightbehelpfultokeepthishandyasyoudesigntheProcess.)
page8

Launch Bonita Studio
LaunchBonitaStudioandSelectNewtocreateanewProcess.BonitaStudiowillappearwithaStart
afirstStep.
Draw Steps and Transitions
StartbydefiningtheStepstocreateaWebPurchaseprocess.
ThefirststepinthisProcessistoreviewandprocessacustomersorder.(Inthistutorial,youll
definethecustomerorderafterdefiningtheprocesstohandleit.)
ClicktheinitialStep,ifnecessary,tohighlightit.NotethatitsContextPaletteishighlightedtoo.
Figure5.BeginanewProcesswithaStartandaStep
GototheDetailspanel,clickGeneralifnecessarytohighlightit,andenter:
Enter
Name
Sales Review
Description Sales employee
receives order for
processing
ActivityType Human
Priority
Normal
Figure6.EnterGeneralDetailsforSalesReview
page9
BeforeaddingthenextSteps,definewhowilltakeactioninthisSteptheActor(s).
ClicktheActorsinDetailsforSalesReview.NotethatInitiatorshowuphereasadefaultActor.
However,sincetheActorforthisStepisnottheInitiator,youwillchangethis.
Select
Figure7.CreateaGroupofActorsforSalesReview
GroupandCreate
Completethewizards:
Select
BonitaandUserList
Figure8.SelecttheoptiontomanuallyenternamesforaUserList
page10
Enter
Sales Employees
Name
DescriptionEmployees
authorized to
handle web sales
Figure9.NametheGroup
WhenyoudefineActorsinthisProcess,youllincludeadmininthelist.WhenyouRunthe
completedprocess,BonitaUserExperienceopensfortheAdmininstratorbydefault.Includingthe
admininstratorinthelistofActorsforallHumanStepsensuresthatyoullseethoseStepsinthe
defaultUserExperienceinbox.
Enter
Usersadmin,john,james,jack
Figure10.DefinetheActorsinthisGroup
page11
TheGroupyoujustcreatedwillnowshowinthelistofGroupsavailableforthisStep.
Figure11.ThenewlycreatedGroupshowsupintheGroupslistfortheSalesReviewStep
HighlightInitiatorandRemovethisActor.
Figure12.SalesEmployeesisnowtheonlygroupofActorsforthisStep
YoullcomebacktothisSteplatertoaddadditionalDetails.
Atthispointintheprocess,thesalesemployeecanchooseto:
1) validatetherequestandthecustomercanpay;OR
2) rejecttherequest;OR
3) entermoreinformationrelevanttothecustomersorder.
Accordingly,nextadd3Steps,allconnectedtoSalesReview,asdetailedbelow.
page12

SalesReviewshouldstillbehighlighted.(Ifnot,clickit.)TheContextPalettetotherightoftheStep
ishighlightedtoo.
ClickontheSteptool(circled)anddraganewStepontotheWhiteboard
Figure13.UsetheContextPalettetodrawnewelementsontheWhiteboard
BesurethatthenewStepishighlighted.GotoDetailsandclickGeneraltonameit:
Enter
Pay
Name
DescriptionCustomer completes
credit card payment form
ActivitytypeHuman
Normal
Priority
Figure14.NameanewStepandenteritsGeneralDetails
page13
ClickonActorstodefine:
Select
Figure15.DefinetheActorsforthisStep
GroupandChoose
SelectInitiator
Figure16.SelecttheProcessInitiatorastheActorforthisStep
page14

Nowaddtheother2StepsconnectedtoSalesReview.First,Reject.InDetails>General:
Enter
Reject
Name
Description Request is rejected
Activitytype Automatic
Figure17.AddRejectStepanddefineitsGeneralDetails
Then,MoreInfo.InDetails>General:
Enter inGeneral
More Info
Name
DescriptionSales employee
enters
additional
information
ActivitytypeHuman
Priority
Normal
Figure18.AddMoreInfoStepanddefineitsGeneralDetails
TheninDetails>Actors>Group,selectChoose:
page15
Figure19.ChoosetheGroupofActorsforMoreInfo
CompletetheAssignActorswizard:
SelectSalesEmployees
ClickFinish
Figure20.SelectthealreadydefinedGroupSalesEmployees
Youlladdtheinformationthatdeterminesthenecessaryconditions(ifthen)foreachofthese3
Transitionpathslater.
page16

RenamethePoolfromMy ProcesstoWeb Purchase.ClickonthePooltodeselectall
elements.ClickonMyProcess>Details>Pool:
Enter
Name
Version
Description
Web Purchase
1.4
Simple item purchase
from Web site

tutorial example
Figure21.RenamethisPool
RenametheProcessDiagramfromMyProcessDiagramtoWeb Purchase Diagram.Click

outsidethePooltodeselectallelements.ClickonMyProcessDiagram>Details>Diagram:
Enter
Name
Version
Description
Web Purchase Diagram

1.4
Simple item purchase
from Web site
tutorial example
Figure22.RenamethisProcessDiagram
page17
SavetheProcess.TheWhiteboardtabisnowlabeledWeb Purchase Diagram (1.0)and

thePoolisnowlabeledWeb_Purchase.ContinuetheProcessdefinition.
AsthecustomercompletesthePayStep,he/shewillchoosewhethertheitemistobesentexpress.
ClickPayandusetheContextPalettetoaddanewStep.NameitExpress Delivery.
Enter
Name
Description
page18
Express Delivery
Send item via 3day delivery
Activitytype: Automatic
Figure23.AddExpressDeliveryStepanddefineitsGeneralDetails

EndthisProcessbyarchivingtheinteraction.AddaStepafterExpressDelivery,gotoDetails>
General,andnameitArchive.
Enter
Archive
Name
Description System archives
record of
transaction
Activitytype Automatic
Figure24.AddArchiveStepanddefineitsGeneralDetails
NowthatalltheStepshavebeendefined,addtheTransitionstoconnectthem.
Asnoexpressdeliveryrequestswillalsobearchived,addaTransitionbetweenPayandArchive.
SelectTransitionfromthePalette,clickPayanddragthearrowtoArchive.
Asrejectedrequestswillalsobearchived,addaTransitionbetweenRejectandArchive.Select
Transition,thenRejectanddragtoArchive.
EndtheprocesshighlightArchiveandaddanEnd.DragtheEventintoplace,andselectthered
EndeventtocreateandEnd.
Figure25.AddanEndevent
page19
ClickanddragtheindividualelementsinyourProcesstorearrangethemifyouwish.Unruly
transitionarrowscanbemovedmanuallybyselectingtheTransition,andclickingorunclickingthe
AutomaticlayoutboxinitsDetails.
Figure26.RearrangetheProcesselementsontheWhiteboard
ThegeneralsequenceoftheProcessisnearlydefined.Nowaddmissinginformationtocompleteit.
Create an Iteration and add an XOR gate
NotethatMoreInfohasaninputbutnooutput.InthissimpletutorialexampleProcess,theoutput
willbereturnedtothesalesemployeesohe/shecanaddinformationandcompletetheapproval.
However,SalesReviewwillthenhavetwoinputs.AGatewilldefinehowtheseinputsshouldbe
treated.SalesReviewcanproceedwitheitherinput,soanXORGateisneeded.
SelectGatefromPaletteandplaceitontheWhiteboard.
ChangeGateTypetoXOR.
DrawTransitionbetweenMoreInfoandGate.
(SelectfromthePalette,clickMoreInfoanddragthe
arrowtoGate.)
DeleteTransitionStartSalesReview(witharightclickor
withDeleteonthekeyboard)
DrawnewTransitionStartGate.
DrawnewTransition Gate SalesReview.
Figure27.AddanXORGate
Note:IfthereisnoXORgatetoresolvemultipleinputs,BonitaOpenSolutiontreatsthemasXORby
default.TheStepwilltakethefirsttoarriveandproceed.
page20
Add Conditions to Transitions
NotethatSalesReviewhas3outputs,andeachCaseoftheProcesswillfollowonlyoneofthem.
OnewaytodefinehowaProcesswillchoosetofollowwhichpathistodefinespecificDatainthe
DetailsofSalesReview.ThendefineaConditionforeachTransition.
SelectSalesReviewandinitsDetails,addData:
Figure28.AddDatatoDetailsforSalesReview
Inthenextwizard,definetheDatatypeasaListofoptions,giveitaname,andaddthelistitems.
page21
Enter
decision
Name
Description Multiple options require a
decision
Select
Datatype List
Name
(list):Approval
Description: Decision to approve, reject, or
add more info
Add
Approve,Reject,andMore Info
Figure29.DefinealistforSalesReview
page22
Select
DefaultvalueApprove
Figure30.SelectadefaultvaluefortheList
ThelistvariablenowshowsinSalesReview>Details>Data.
Figure31.NewlycreatedData(variable)showsupinDataforthisStep
page23
AssociateeachTransitionoutputfromSalesReviewwithitsassociateddecisionCondition.Select
eachTransitioninturn:
SalesReviewPay:
Name
if approved
Conditions decision== Approve
SalesReviewReject:
Name:
if not approved
Conditions:decision==Reject
SalesReviewMoreInfo:
Name:
add a comment
Conditions decision== More Info
Figure32.DefineConditionsforTransitions
TheNameofeachTransitionnowshowsontheProcess.Clickanddragtomovethemifyouwish.
Figure33.TransitionNamesappearonWhiteboard
NotethatPayhastwooutputs,too.YoullreturntomodifyitsDetailsinasimilarway.Butfirst
page24

Add Details to Process/Steps
CompletetheDetails,beginningwithData,fortheglobalProcessWebPurchase.Thisinformation
willbeusedtogeneratetheformthatthecustomercompletestobegintheprocess.Globaldatais
accessibletoanyStepintheProcess;whilelocaldataisavailableonlytotheStepwhereitisdefined.
Add4globalDatavariables:3TextandoneList.ClickonthePool,gotoWebPurchaseDetails,
selectData,thenAdd.
Enter
Name
Description
Datatype
customerName
Customers full name
Text
Figure34.AddDatatoDetailsforWebPurchaseProcess(globalvariable)
Continue, and Add customerPhone and customerEmail as simple Text variables with no
defaultvalues.
page25
Forthelastvariable,addaListofoptions.
Enter
Name
products
Description Available
products
Select
Datatype
Name
List
Promotional
Products
Description Special prices
online
Add
TV
mobile phone
laptop
Figure35.DefinealistatProcesslevel(globallistvariable)
page26

Selectadefault:
Select
DefaultvalueTV
Figure36.Selectadefaultvalueforthelist
NotethatWebPurchase>Details>Datanowcontains4globalvariables.
Figure37.NewlycreatedData(variables)showupinDatafortheProcess
page27
NowcompletethedetailsfortheMoreInfoandPaySteps:
GotoMoreInfo>DataandselectAdd:
Enter
comment
Name
DescriptionAdditional information
supplied by sales
employee
Datatype Text
Figure38.AddDatatoDetailsforMoreInfo
ThenewvariablenowshowsinDetails.
Figure39.NewlycreatedData(variable)showsupinDataforthisStep
page28

GotoPay>DataandselectAdd.
Add2textvariablesand1Booleanvariable:
Add2textvariables:
Name:
creditCardNumber
Description: Customer's Credit Card
Datatype: Text
and
Name:
expirationDate
Description: Card valid until
Datatype: Date
Defaultvalue:Now
AndAddaBooleanyes/noforthechoiceofexpressdelivery:
Name:
chooseExpressDelivery
Description: If yes - send express; if no - send regular post
Datatype: Boolean
Defaultvalue:true
Figure40.NewlycreatedData(variables)showupinDataforthisStep
page29
Hereiswhereyou'lldefinetheconditionsforeachoutputpath.
AddifthenConditionsto2Transitions.
SelecttheTransitionbetweenPayandExpressDelivery.IntheConditionsfield,enter
chooseExpressDelivery.ThisGroovyexpressionevaluatesto
chooseExpressDelivery=true.
Enter
If yes
Name:
Conditions: chooseExpressDelivery
Figure41.AddaBooleanCondition(true)toaTransition
SelecttheTransitionbetweenPayandArchive.Changeitsnametoifno.IntheConditionsfield,
enter!chooseExpressDelivery.ThisGroovyexpressionevaluatesto
chooseExpressDelivery=false.
Enter
If yes
Name:
Conditions:!chooseExpressDelivery
Figure42.AddaBoolean(false)ConditiontoaTransition
page30

TheNameofeachTransitionnowshowsontheProcess.
Figure43.TransitionNamesappearonProcess
TheProcessisnowcompleteandreadytodeploy/run.SaveyourProcess.
page31
Run a Process
ToRun(deploy)yourprocess,clicktheRunicon
fromtheTaskbarorselectRunfromtheMenu
bar.
Afterafewmoments,BonitaOpenSolutionwillpresentaseriesofstatusmessages.The
deploymentissuccessful.NotethatyouareloggedinastheAdmin.
TheProcesscannowrunStepbyStep.TheformsarepresentedinthedefaultBonitaFormand
defaultBonitaWebApplication,whichyouhavenotcustomized(thefieldsarenotpresentedinany
specifiedorder,theyarelabeledwiththevariablename,andsoon).AfteryoucompletetheRuna
Processsection,youcanreturntoBonitaStudioandchangetheseforms(seeCustomizeForms).
DefaultcustomerorderformbeginstheWebPurchaseProcessCase
Figure44.WebPurchaseProcessCaseinitialForm(customerorderform)
AteachStep,youcantakeactionasyouhavepreviouslydefinedit.(NotethatyouasAdministrator
aretestingthemanualactionsoftheCustomer(Initiator)atthebeginningoftheProcessandatPay,
andoftheSalesEmployeeatSalesReviewandMoreInfo.)
AsCustomer:fillinorderform
andSubmit
Figure45.FillinWebPurchaseProcesscustomerorderFormtostartaCase
page32

TheinformationenteredbythecustomerispresentedforapprovalintheSalesReviewStep.You
cannowApprove,Reject,orrequesttoenterMoreInformation.NotethattheStepcandidates
includetheindividualsyouhaveidentifiedasSalesEmployees,plustheadmin.
AsSalesEmployee:selectMoreInfo
and Submit
Figure46.ChooseaDecisionatSalesReviewStep
AsSalesEmployee:enteradditionalinformation
andSubmit
Figure47.FillinFormpresentedatMoreInfoStep
page33
AsSalesEmployee:selectApprove
andSubmit
Figure48.FillinFormpresented(again,afteriteration)atSalesReviewStep
AsCustomer:FillinCreditCardNumberandExpiration
Date,selectExpressDeliveryandSubmit
Figure49.FillinFormpresentedatPayStep
Notethatatthisstep,theFormwouldbepresentedtotheInitiator,butbydefaulttheadminhas
accesstoactivateit.
page34
Processcompleted.GotoUserExperience
Figure50.WebPurchaseCasecompleted
ClickonBonitaUserExperience(circledinred)toopen.
page35
Complete a Process Case
UseBonitaUserExperiencetorunmultipleCasesofthisProcess.Notethatyoucanalsoopenthe
ontheTaskbarinBonitaStudio.
UserExperiencebyclickingontheUserXPicon
Yourinboxnowcontainsarecordofalltheactionsyouhavebeeninvolvedin.Youcanlookatthese
actionsatanytime.
ClickonWebPurchaseintheinboxtoexpandit
Figure51.BonitaUserExperiencewithcompletedWebPurchaseProcesstestCase
Clickthecasetoexpandit.
TheWebPurchaseProcessshowstheStepsexecutedinyourtestCase
Figure52.WebPurchaseProcesstestCaseexpanded
page36

ToseetheentireProcess,includingAutomaticSteps,Start,End,andGates,gotoAdmin>Caseson
theleftsideofthewindow.AgainclickonWebPurchasetoexpandit.
ClickonCaseAdmintoseetheCasehistory
Figure53.SeetheentireCaseHistorywiththeAdminfunction
page37
TorunthisProcessagain:
ClicktheCaseWebPurchase underStartacasetorunanother
Figure54.StartanotherCasefortheWebPurchaseProcess
TheProcessstartsagainwithanewCase.
Figure55.FillinwebpurchaseprocesscustomerorderFormtostartanewcase
TryrunningseveralCasestotrydifferentchoicesateachStep.
page38

Customize Forms
TocustomizethewayinformationispresentedtotheenduserinthefourBonitaOpenSolution
generatedformsinthistutorialexample,returntoBonitaStudio.
AddacasestartForm
ThefirstFormpresentedinthisprocess,CaseStart:WebPurchaseistheonethatbeginsthis
process.Tocustomizeit,clickontheProcessPool.GotoDetails>Forms>Add.
AwizardappearswithalloftheDatavariablesavailableforthisForm.
Figure56.SelectDatatoappearinnewForm
Forthisexample,leaveallchoicescheckedandFinishtocontinue.AdefaultversionoftheFormwill
appear,alongwiththeDetailspanelfortheForm.
Figure57.DetailspanelforWebPurchaseForm
page39
ToseetheentireForm,closetheDetailsandOverviewPanels(clickontheXintheupperright
cornerofeachpanel).
Figure58.CloseDetailsandOverviewpanelstoseetheentireForm
Figure59.initialWebPurchaseFormreadytocustomize
EachDatafieldintheFormispresentedinawidget.Youcancustomizetheorderandpresentation
ofeachwidgetintheForm.
page40

ReorderwidgetsinForm
Itseasiertomovewidgetswhenthereisanemptyspace.AddonetothetopoftheFormby
clickingontheaddarowsymbol atthetopleft:
Figure60.AddablankwidgettothetopoftheForm
NowyoucanclickanddragthecustomerNamewidgettothefirstrowoftheForm.
page41
Figure61.ReorderthewidgetsintheForm
Clickanddragtheotherwidgetsintotheorderyouwant.
Figure62.Removetheextrawidget
Toremovetheextrawidget,clickontheremovearowsymbol
page42
atthebottomleft.

CustomizewidgetsinForm
Nowyoucancustomizethedetailsforeachwidget.BeginwithcustomerName;clickthewidgetand
gotoDetails.(YoumayneedtorestoretheViewtoseetheDetailspanelagain.GototheMenubar
andselectView>Resetview.)
Enter
Showlabel:Full Name
Tooltip: please enter first then last name
Fieldtype TextBox
Figure63.CustomizeGeneraldetailsforwidget
GotoOptionsandselectIsmandatory.
Figure64.IndicatethattheCustomerNamefieldmustbecompletedintheForm
TherearenochangestoData,Validators,Grid,orAppearanceforthiswidget.Continuetothenext
widget,customerEmail.ChangetheShowlabelfieldtoEmail address.
GotoDetails>Validators>Add.
Choose
Validatortype:Mail
Enter
Errormessage this does not appear to
be a valid email address
Figure65.AddaValidator
page43
IfaredXappearsinthefield,savetheDiagramanditshouldresolveanddisappear.
TherearenochangestoData,Grid,orAppearanceforthiswidget.Continuetothenextwidget,
customerPhone.GotoDetails>General.
Enter
Showlabel:Phone number
Tooltip: please enter a number we can
reach you at during working hours
Fieldtype TextBox
Figure66.CustomizeDetailsforanotherwidget
TherearenochangestoData,Validators,Grid,orAppearanceforthiswidget.GotoOptionsand
selectIsmandatory.
Continuetothenextwidget,products.GotoDetails>General.
Enter
Showlabel:Promotional products
available
Fieldtype Select
Figure67.Createadropdownlistforalistofchoices
ForthisDatavariable,adropdownlistallowstheusertoselectmorethanoneitemfromaDatalist.
page44
Figure68.CustomizedForm
PreviewtheFormyouhavecreatedbyselectingPreview
fromtheTaskBar.
Figure69.PreviewcustomizedForm(toinitiateProcess)
ClosetheFormandsaveitbyclickingontheXonitstab.
AddaSalesReviewForm
UnliketheliveFormpresentedtotheInitiatortostartthisProcess,theFormattheSalesReview
Stepprimarilyservestocarrydataforwardforreview.ThereisonlyonelivefieldfortheSales
Employee,theDecisionchoice.
page45
CreateaFormheretodothis.
GotoSalesReview>Details>Forms>Add.AgainselectallDataavailableheretocarryintothe
Form.
Figure70.SelectwidgetstoshowinnewForm
AddanewspacetotheFormjustabovetheSubmitbutton.Draganddropthedecisionwidgetto
thisspace.Rearrangetheotherwidgets(seeFigurebelow)anddeletetheresultingemptywidget.
Figure71.Arrangewidgetsinorder
page46
ReformatthewidgetsforcustomerName,customerEmail,customerPhone,andproductstocarry
forwarddataalreadyenteredbytheInitator.
ClickonthecustomerNamewidgettoseeitsDetailspanel.HereyoucanchangeitsFieldTypefrom
TextBox(live)toText(readonly).
Enter
Showlabel:Customer Name
Fieldtype changetoText
Figure72.ChangewidgetfromTextBox(live)toText(readonly)
RepeatthisforcustomerEmail,andcustomerPhone.
Tochangeproductstoareadonlytextfield,youwillneedtoredefineawidget.
Usethe toinsertanewwidget.ClickanddragaTextwidgetfromthePaletteintothenewspace.
page47
Figure73.AddanewTextwidget
Clickonthenewwidget,gotoDetails>GeneralandrenamethewidgetandLabel.
Enter
Name:
products
Showlabel Products selected
Figure74.Renamenewwidget
Deletetheoldproductswidget.
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InthenewProductswidget,gotoGeneral>Data.Select${products}.
Figure75.SelectdatavalueforProductstextfield
Last,gotodecision>General.ChooseRadioastheFieldType.Radioallowsonlyonechoicefroma
Datalist.ThisistheonlylivefieldinthisForm.
Figure76.ChooseRadioastheFieldTypefordecision
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Figure77.CustomizedwidgetsinSalesReviewForm
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PreviewtheFormyouhavecustomized.
Figure78.PreviewcustomizedForm(forSalesReviewStep)
CustomizetheForminMoreInfointhesameway.Leavethefieldforcomment(Addcomment)asa
liveTextBox.
TheFormfortheStepPaywillagainbepresentedtotheInitiator,soyoucanaddawidgetto
summarizethecustomersorder.
ClickonPayandgotoDetails>Forms>Add.
WhentheCreateaNewFormwizardappears,selectonlychooseExpressDelivery,
creditCardNumber,andexpirationDate.
Rearrangethewidgetsasshowninthefigurebelow.Addanewwidgetbyclickinganddraggingthe
Messagewidgetintothetopspot.
Figure79.CreateaFormforthePayStep
page51
GotoDetailsandchangethefollowingwidgetlabels:
creditCardNumber:
Credit Card Number
expirationDate:
Expiration Date
chooseExpressDelivery: Do you want express delivery? Check if yes:
ForthenewMessagewidget,gotoDetails>Data.ForInitialvalue,selectEditExpression.Create
aGroovyexpressiontopresentamessageintheForm.
Figure80SelectEditExpressiontocreateanExpressioninGroovy
Figure81.EnteraGroovyexpressiontobeevaluatedandpresentedintheMessage
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PreviewtheFormyouhavecustomized.
Figure82.PreviewcustomizedForm(forPayStep)
CloseandSavetheForm.SaveyourProcessasWeb Purchase Diagram 1.4.Runit.
YoushouldnowseetheFormsyouhavedesignedpresentedinthedefaultBonitaOpenSolution
WebForm.
Figure83.CustomizedForm(fields)presentedinBonitaOpenSolutiondefaultwebForm
page53
Summary
YouhaveusedonlysomeofBonitaOpenSolution'sfunctions,specifically:
ThegraphicalinterfacesofBonitaStudio,tocreateacompleteProcessby
drawingStepsandassigningthemasHumanorAutomatic;
assigningActorstoHumanSteps;
addingglobalvariablestotheProcessandlocalvariablestoSteps,whichinturnhavebeen
usedtocreateinteractiveforms;
o definingtextandlistvariables;
o definingaBooleanvariable;
definingConditionsonTransitionstomanagemultipleoutputchoicesfromaStep;and
definingaGatetomanagemultipleinputstoaStepinaniteration.
ThedefaultFormsinterfaceofBonitaUserExperience:
toRunacompletedProcessandenterinformationintotheinteractiveformscreatedfrom
yourvariables.
TheemaillikeinterfaceofBonitaUserExperience:
toseethecompletedCaseSteps;
toconsulttheCasehistory
toRunanadditionalCase(ortwo,orseveral)ofyourProcess.
TheFormBuildercustomizationfeatureofBonitaStudio:
toselectwhichdatafieldstopresentinaForm
toconfigurehowthosedatafieldswillbepresentedtotheUser.
IfyouexploreabitmoreinBonitaOpenSolution,youwillfindotherfunctionalitiesnotaddressedin
thisQuickStartforexample,intheDetailsforaStep,youcandefineConnectorstolinktoexternal
databasesandtomessagingsystems,andmuchmore.
Feedback, Questions, and More Information
ForanexpandedexplanationofthefunctionalitiesinBonitaOpenSolution,seetheBonitaOpen
SolutionUserandReferenceGuide.
Wewelcomeyourfeedback.UsetheBonitaSoftForumtoletushaveit!
(www.bonitasoft.org/forum)
TheBonitaSoftForumistheplaceforyourquestionstoo.AndcheckoutourBugTracker,Source
Code,andmore.
(www.bonitasoft.org/index.php)
JointheBonitaSoftCommunityandgetourNewsletter,accesstoadvanceinformation,andmore.
(www.bonitasoft.com/community/join.php)
Formoreinformation,contactusatBonitaSoft.
(www.bonitasoft.com/company/contact.php)
HavefunwithBonita!
page54

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Bonita Open Solution

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution Version 5.2

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Download, install, and launch Bonita Open Solution 5.2

QuickStart Overview and Tutorial

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Processes andcases canbemanagedinanemaillikeinterface with

Bonita Open Solution 5.2 QuickStart Guide

Prepare to Design a Process Graphically in Bonita Studio

Bonita Open Solution 5.2 QuickStart Guide

Draw Steps and Transitions

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

from Web site

RenametheProcessDiagramfromMyProcessDiagramtoWeb Purchase Diagram.Click

Web Purchase Diagram

Bonita Open Solution 5.2 QuickStart Guide

SavetheProcess.TheWhiteboardtabisnowlabeledWeb Purchase Diagram (1.0)and

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Create an Iteration and add an XOR gate

Bonita Open Solution 5.2 QuickStart Guide

Add Conditions to Transitions

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Complete a Process Case

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide

Bonita Open Solution 5.2 QuickStart Guide