Académique Documents
Professionnel Documents
Culture Documents
Contents
Chapter 1: Overview .................................................................................... 6
Business Process Management ................................................................................................. 6 Structure of This Document ...................................................................................................... 7 Knowledgebase and Community .............................................................................................. 8 Prerequisites ................................................................................................................................. 8
Supporting Types .................................................................................................................. 78 RuleSets .................................................................................................................................. 79 PurchaseOrder ............................................................................................................................ 79 PurchaseOrder - Flow ........................................................................................................... 79 Primary Path ...................................................................................................................... 80 Alternate Path 1 ................................................................................................................ 86 Alternate Path 2 ................................................................................................................ 86 Alternate Path 3 ................................................................................................................ 87 Other Referenced Rules .................................................................................................. 87 Other Use Cases (Not Referenced in the Application)................................................... 88 ESupply PurchaseOrder EnterDeptInformation - Use Case ..................................... 88 ESupply PurchaseOrder RejectOrder - Use Case ....................................................... 88 Entity Relationship Diagram ............................................................................................... 89 Properties Referenced .......................................................................................................... 89 Common....................................................................................................................................... 91 Security ........................................................................................................................................ 91 Navigation ................................................................................................................................... 91 DataManagement ....................................................................................................................... 91 SysAdmin ..................................................................................................................................... 91 Other Classes .............................................................................................................................. 92 Data-Party............................................................................................................................... 92 Properties Referenced ..................................................................................................... 92 Data-Portal.............................................................................................................................. 92 Properties Referenced ..................................................................................................... 92 ECorp-Data-LineItemDetails ............................................................................................... 92 Properties Referenced ..................................................................................................... 92 ECorp-Data-Order ................................................................................................................. 92 Properties Referenced ..................................................................................................... 92 Reports ......................................................................................................................................... 93 List Views ................................................................................................................................ 93 Summary Views ..................................................................................................................... 93 Correspondence ......................................................................................................................... 93 Acknowledgement Email ...................................................................................................... 93 Integration................................................................................................................................... 93
Personal Edition Developer FastStart Guide
Services ................................................................................................................................... 93 Connectors .............................................................................................................................. 94 Decisions ...................................................................................................................................... 94 Tables....................................................................................................................................... 94 VPApproveOrder ............................................................................................................... 94 Trees ........................................................................................................................................ 94 ManagerReview ................................................................................................................. 94 Map Values.............................................................................................................................. 94 Whens ...................................................................................................................................... 95 ReportFilter ........................................................................................................................ 95 ItemPrice ............................................................................................................................ 95 Security ........................................................................................................................................ 95 SLAs .............................................................................................................................................. 95 Activities ...................................................................................................................................... 96 Properties .................................................................................................................................... 97 Declaratives ................................................................................................................................ 98 Expressions ............................................................................................................................. 98 Triggers ................................................................................................................................... 98 pyTrackSecurityChanges ................................................................................................ 98 OnChange ............................................................................................................................... 98 Requirements Matrix ................................................................................................................. 99 Use Case Matrix ......................................................................................................................... 99
Appendix B: The Designer Studio Toolbar and Tab Bar .............. 100
Toolbar Buttons and Functions ............................................................................................. 100 Tab Bar Button and Functions ............................................................................................... 102
Add Pegasystems as a trusted source of Visio macros .......................................... 106 Alternatively, set macro security to Medium or Low .............................................. 107
Chapter 1: Overview
Welcome to the Personal Edition. This book introduces PegaRULES Process Commander and provides hands-on instructions for modifying an application built on PegaRULES Process Commander. It also introduces terms and skills for application developers. (For brevity, the product is hereafter called Process Commander.) The hands-on tasks involve working with a small application called ESupply. The application allows employees of ECorp to submit purchase order requests using their Web browser and it automates the process of entering, routing, and approving purchase orders. The ESupply application is intentionally incomplete and simplified. Your assignment is to make changes and enhancements to it. The tasks presented in this book show you how to extend the application by adding and modifying rules to meet the needs of ECorp. By following these exercises, you will learn to:
Navigate within the Designer Studio Change the rules to reflect new steps in a business process Create rules that enhance the application user interface and behavior Produce a Microsoft Word document that describes the application and lists its files, functions, and features.
You make the modifications on your Process Commander system in a RuleSet designated for development. This book takes you step-by-step through each modification.
Reporting Providing real-time visibility of work in progress, work completed, productivity, bottlenecks, and quality.
Responding Communicating status, requests for information, and progress to the work originator and to other people involved in the work, by e-mail, fax, written mail, and other means.
Researching Accessing external systems and databases through connectors to support analysis and decision-making.
Resolving Completing the work and updating downstream systems promptly through automated processing and automated support of users,
Process Commander is the only BPM solution that automates both the business rules and the business processes that drive work to completion. Additionally, Process Commander employs a sophisticated common object model to deliver the power of process and practice integration. This integration is achieved without the expense and resources associated with maintaining separate business process and rules databases, user interfaces, test environments, and production environments.
Tip: Print Appendix B and have it available as you go through this book to help you learn about
the toolbar and tab bar buttons.
Prerequisites
To follow the steps in the hands-on exercises in this book, you need:
Access to a Process Commander Version 6.1 SP2 system. This specific software version is required to accommodate the ESupply application that is used in the hands-on exercises. The installed Pega-ProcessCommander RuleSet version should not be lower than 06-01-10. Typically, the system administrator for your organization provides access to the organizations installed Process Commander system. The process for obtaining access is determined by your organization. Contact your system administrator to obtain the appropriate access and for assistance in verifying the version of the installed PegaProcessCommander RuleSet. The URL for logging into the Process Commander system. The URL is usually obtained from your organizations system administrator. It is typically in the format: http://<hostname>:<port>/prweb/PRServlet, where <hostname> is the system on which Process Commander is installed and <port> is the assigned port. The URL is case sensitive. The ESupply application, installed into the Process Commander system. To install the application, follow the steps in Appendix D. If your organization has policies on who can install applications into the Process Commander system, contact your organizations system administrator for assistance. Intel-based dual-core processor with at least 4GB of free RAM running a 64-bit version of Microsoft Windows 7 or Vista. Microsoft Visio 2002, 2003, 2007, 2010 (any edition). Microsoft Word 2002 or later is needed to produce the Application document. Microsoft Internet Explorer (IE) version 6.0 SP1 or version 7 or version 8 with current Microsoft security patches, on the workstation. All pop-up blockers (such as those provided by Yahoo! or Google toolbars) must be disabled. Appendix C also describes Internet Explorer and Microsoft Visio settings appropriate for using Process Commander.
In Chapters 3 and 4, you assume the role of a designer and you change the business process, appearance, and functions supported by the application.
2. Log into the system as WorkUser@ECorp.com with the password rules to access the ESupply application. The User portal appears (Figure 2-2).
If prompted with a Windows Security warning, click Install (Figure 2-3 shows an example). This might occur a few more times as Windows downloads each needed ActiveX control.
Figure 2-2 shows the portal layout typical for application users who are not managers. It provides access to work, status information, and facilities for searching through both incomplete and completed work. The colors, fonts, and logo you see in this layout are customized for ECorp. Process Commander provides defaults. You can build applications using your companys standards and formats. The area in the portal labeled My Work shows any purchase orders that the WorkUser previously entered that are not processed to completion. This area is known as the users worklist. In the above example, the worklist is empty (displaying the message No matching data was found). Each users worklist contains a list of work items assigned to that user, prioritized by Urgency level.
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Note: You can exit from the ESupply application at any time by clicking the Log Off link at
the upper right of the portal. Log off before closing the browser window. Do not use the Internet Explorer Back button when using Process Commander. Instead, navigate using the tabs and buttons within the portal layout.
3. Select Purchase Order from the New selection box (Figure 2-4).
A form labeled New Purchase Order appears in the portal workspace. 4. In the New Purchase Order form, select IT from the Department Name selection box. In the Department Number field, enter a number (Figure 2-5). Optionally enter a note in the Note field.
5. Click Create at the bottom of the form. This action transmits your input to the Process Commander server and creates a work item according to the purchase order process defined in this application. The system assigns a sequential identifier called the work item ID to the work item. In the work item form displayed in the portal, this ID is visible in the top bar of the form (circled in Figure 2-6). The work
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item form displays for you to enter input. In this application, the work item IDs begin with the prefix P- to identify purchase orders.
6. Click the (close) icon in the upper right corner of the work item form to close it. The worklist refreshes and an assignment row for this work item appears on your worklist. Because additional steps are needed before your tasks with the work item can be completed, a row for this assignment for appears in your worklist. Figure 27 shows a worklist containing one selected assignment row for the purchase order.
An Urgency value is a number between 0 and 100 that indicates the importance (priority) of completing and resolving the work assignments. Here, the ESupply application initially assigns an urgency of 10 to a new assignment. As time passes, the urgency increases, reflecting the priority of completing the assignment. The Instructions column displays a text phrase that indicates what the user needs to do for that assignment. Here, items for the purchase order need to be added to the request.
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3. Click the Add a row icon to add another row. Select another item and enter its quantity. If you want, you can add additional rows and more items. Figure 2-8 shows an example.
Note: If you make a mistake and want to delete an items row, click the garbage can icon
( ) at the right end of the row.
4. Click Submit to move to the next step in the purchase order process (if necessary, use the right-hand scroll bar to bring the Submit button into view).
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5. After clicking Submit, the Confirm Order section appears in the form (note the Confirm Order label circled in Figure 2-9).
To see where this point of the process occurs within the overall process flow, click the Where-Am-I icon . The You Are Here window opens and displays the flow diagram for the process (Figure 2-10). This is the path that this processs work item follow. The shapes in this diagram are types of building blocks in the Process Commander representation of the business process. Common shapes are explained in Chapter 3. Check marks appear next to those process steps that the work item has passed through and are complete. Following the diagram from the top downward, the work item was created, then was assigned to the Current Operator, which is WorkUser here. That first assignment shape (green rectangle) labeled Enter Data Information corresponds to the form where a user must select some items and the quantities before the work item can continue through the process. When you clicked the Submit button, the work item moved to the next assignment shape, the one labeled Confirm Order. The arrow shape indicates the current step of the flow. The P-1 work item is at the Confirm Order assignment.
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An assignment shape corresponds to a human-based step in the flow. Assignments are points in the process that are to be handled by a person (to provide input or take other actions). Here, the Confirm Order assignment shape is where a user confirms the order and adds shipping details to the purchase order request. 6. Close the You Are Here window. 7. Select the Add Shipping Details check box. The Shipping Information fields appear in the form (Figure 2-11). 8. Enter the shipping information for your purchase order.
Note: Use the Tab key to advance from field to field. Do not use the Enter key, as that
submits the form.
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9. Click Submit. The Confirmation section appears (Figure 2-12). The Status in the form says Pending-Approval, and the line in the Confirmation section shows that the work item has gone to a manager for approval. An assignment for the approval request is placed on the managers worklist.
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In the ESupply Purchase Order process, the purchase order request automatically routes to a manager for approval when the order total is greater than $100. (You can test this by creating a second purchase order request with a total of $100 or less.) 10. Close the form by clicking the Off to log out of the portal. (close) icon in the form. Then click Log
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Managers use different portal gadgets and tools than their staff members do. As you are acting as a manager, you may be prompted with a Windows warning regarding one or a few additional ActiveX controls. Click Install each time. Figure 2-14 shows an example.
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2. Click the Process Work bar (bottom left of the portal) to change the work space on the right. The managers worklist appears in the portal.
3. Find the purchase order that you entered most recently as the WorkUser. Hold the mouse pointer over its row to see Smart Info details for that purchase order (Figure 2-16).
Figure 2-16. Worklist Item and Smart Info Pop-Up Details Personal Edition Developer FastStart Guide
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4. Click the purchase orders work item ID to open it so that you can act on it (Figure 2-17).
5. Click Approve to approve the purchase order request. The ESupply application displays a confirmation form (Figure 2-18). The resolved status indicates the business process is complete.
Note: In this flow, after a manager Approves (or Rejects) the purchase order request, the
work item becomes resolved with a status of Resolved-Completed (or Resolved-Rejected). Personal Edition Developer FastStart Guide
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Other gadgets in the Manager portal allow managers or supervisors to review staff members worklists, transfer work between staff members, and review real-time reports about progress, volume, backlogs, and trends. 6. Close the form by clicking the Off to log out of the portal. (close) icon in the form. Then click Log
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Bill Customer
Order Total
>$1,000 >$500
>$200 >$2,000
Then
VP approval is required, regardless of the total amount of the order
However If
The Department Name is set to Finance The Bill Customer check box is checked The Order Total is $199.00 None of the rows contain criteria that are all met. In this case, no VP approval is required
When you complete the changes to the application to implement this policy, the revised process diagram will look like Figure 3-2, with the added shapes shown within the dashed red lines.
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The Application Explorer in the left panel provides quick access to this applications rules. It presents a multi-level tree structure to browse for and perform operations on rules. Rules are organized into Process Commander rule categories. For example, the ESupply application contains the Purchase
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Order class which contains rules that belong to various rule type categories such as Process, Decision, and User Interface (Figure 3-5).
2. Open the PurchaseOrder flow rule (Figure 3-6): a. Click the + icon to expand the PurchaseOrder class and see the categories it contains (Figure 3-5). b. Click the + icon to expand the Process category it contains. c. Click the + icon to expand the Flow rule type. d. Click the PurchaseOrder link to open the flow rule. (In the Application Explorer, a green arrow icon ( ) preceding a name indicates a starting flow rule. A blue dot icon ( ) preceding a name identifies a single rule.) to see the rule types
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The Flow rule form for the PurchaseOrder process opens (Figure 3-7).
Process Commander has dozens of rule types; each type is identified in the text label at the upper left of the corresponding form (in this case, FLOW). Tabs provide access to individual fields on the form, and tools on the toolbar operate on the rule. The PurchaseOrder flow rule is marked read-only ( ), so you cannot alter this instance directly. Instead, you will save a copy of this flow rule into a RuleSet named ESupply with a higher RuleSet Version of 01-01-03. Then you make updates to the new copy.
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3. Click Save As to save a copy of the process flow rule into the ESupply:01-01-03 RuleSet Version. A SaveAs Rule Instance dialog opens (Figure 3-8).
The two fields labeled Applies To and Flow Type identify the keys of the flow rule. Do not alter the values in these fields. The new flow rule should use the same keys as the original you are copying. 4. Select ESupply from the RuleSet drop-down list. The Version field defaults to 01-01-03. 5. Click Save As. The next steps change the Purchase Order flow to include a decision shape that determines whether the VP must approve a purchase order request. A decision shape, represented in the flow diagram by an orange diamond, identifies an automatic step where processing may advance along any one of two or more outcomes. In this case, the decision shape has two outcomes:
VP approval is required (True) VP approval is not required (False)
6. Click the Flow Editor toolbar icon ( the Visio Flow Editor.
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Note: When the Visio Flow Editor opens, it may display a security warning (Figure 3-10). If
it does, select Always trust macros from this publisher and then click Enable Macros. If the Enable Macros button remains disabled, your Visio security settings are set too high. In that case, close the dialog box. Update Visio as described in Appendix C and try again.
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When Visio opens, it displays the flow diagram as shown in Figure 3-11.
The blue rectangle at the top of the flow diagram identifies the start of the business process where a new purchase order request is created. Processing of each purchase order proceeds along the connectors from shape to shape.
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The three green rectangles with clocks on them mark assignment shapes (Enter Item Information, Confirm Order, and Manager Approve Order). Assignments are the steps in the process that require a human actor (here, a user or manager) to enter information or record their decisions. The orange diamond shape labeled ManagerReview identifies an automated decision. In this process, the automated decision has two outcomes: True or False.
Note: The Visio tool contains a Flow Properties panel where you can choose which stencil to
use to depict the flow. Each stencil has shapes that correspond to that stencil in terms of color, borders, etc. The default is the FlowStandard stencil. If you choose a different stencil in the drop-down list, the flow diagram in the Flow Editor refreshes to reflect that stencils shapes.
The Visio tool contains a Visio Shapes panel that displays the 18 Process Flow shapes that Process Commander uses for the selected stencil (Figure 3-12). Each shape has a descriptive ToolTip. (If the names under the icons do not display, right click on the Shapes heading and select Icons and Names from the context menu).
Figure 3-12. Process Flow Shapes and the Shapes Context Menu
Note: While using Visio, you can click the Undo button (
most recent action. Do not attempt to log off while Visio is active.
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7. Add a decision shape to the process flow below the existing ManagerReview assignment shape as follows: a. Click and drag a decision shape flow diagram. from the Shapes stencil onto the
b. Position the decision shape below the Manager Approve Order assignment shape (Figure 3-13).
8. Click on the decision shape to select it. The Decision Properties panel appears above the Shapes panel to the left of the process flow. 9. In the Decision Properties panel, specify the following items as shown in Figure 3-14: a. Select Decision Table as the Type. b. Enter VPApproveOrder (with no spaces) in the Rule field. c. The Name field is arbitrary and may contain spaces. Accept the default value (which Process Commander copies from the Rule field) by doing nothing, or enter other brief text to identify this task.
Figure 3-14. Decision Properties Panel Personal Edition Developer FastStart Guide
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At this point, the flow rule references a decision table rule, but the decision table rule does not yet exist. Next, youll create that rule. 10. In the Decision Properties panel, click the Open icon ( ) next to the VPApproveOrder Rule field to create a new decision table rule with that name. A New Rule Instance window appears (Figure 3-15).
12. Click Create. The Decision Table rule form appears (Figure 3-16).
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When completing arrays, click: to add a new row at the bottom of the array to insert a new row between existing rows to delete a row
Note: No changes are needed to the Set Properties?, Options, or Preset Property
Values areas of this tab.
2. Click the Table tab to bring it to the front. In this tab, you record the decision table logic as presented previously in Figure 3-1:
Dept Name
IT HR Finance Finance Legal Legal IT No Yes Yes No No >$200
Bill Customer
Order Total
>$1,000 >$500
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3. The decision table in this example has three inputs that are identified by property rules: DepartmentName, BillCustomer, and OrderTotal. Each column in the decision table (except the Return column) corresponds to a property. Use these steps to complete the Table tab: a. Click the column heading cell (the cell just below the Conditions column title) to label the column in the matrix. A Property Chooser popup window displays (Figure 3-18).
Note: The green triangle at the bottom right corner of the Property input field is a
SmartPrompt control. SmartPrompts appear on many rule and data forms to provide a selection list available for fast entry. To complete a field that contains this control, press your keyboards Down Arrow key ( ) t o a cc e s s t h e lis t . Fo r t h e Pr o p e r t y fie ld h e r e , t h is SmartPrompt control displays a list of available property rules that you can select.
b. With the cursor in the Property field, press the Down Arrow key () to use the SmartPrompt control to access a list of the available properties. Continue pressing the Down Arrow key to scroll down the list until you see the DepartmentName property. When DepartmentName is highlighted, press Enter to enter it into the field. (Figure 3-19). You can also double-click the property name to enter it.
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After you choose the DepartmentName property, the Label field displays a default value. c. Click Save to save the property to the decision table matrix. 4. The starting table contains a single input conditions column. You need to add two columns; one for the BillCustomer property and one for the OrderTotal property. To add a column to the right of the starting column: a. Click the cell under Department Name to select that column (Figure 320).
b. Click the Insert Column After icon ( ). A new column appears to the right of the starting column. Do this again to add a second column (Figure 3-21).
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5. Add the BillCustomer and OrderTotal properties (Figure 3-22) to the columns using the Property Chooser (Figure 3-19).
6. Enter the first decision criteria as shown in Figure 3-1 to complete the first row of your decision table, following these steps: a. In the first cell under Department Name, click on the cell. The SmartPrompt appears in the cell. Use the SmartPrompt (press the Down Arrow key) to display the selection list and enter the name IT. b. Under Bill Customer, leave the entry blank for this row. c. Enter >1000 for the entry under Order Total. You can omit the dollar sign, commas, and pennies in the amount. d. In the Actions Return column, select True for the value (Figure 3-23). There are only two allowed return actions, True and False, which are defined by the results that you specified earlier on the Results tab.
7. Enter additional rows by clicking the Insert Row After icon 24).
(Figure 3-
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8. Using Figure 3-1 as your guide, complete the table so it looks like Figure 325. In the Bill Customer column, enter =False for No and =True for Yes. In the otherwise (final) row, set the return action to False.
9. Click Save ( ) to save the updated decision table rule. An icon at the top of the form indicates that the rule was saved, but with a warning. 10. Scroll down to read the warning message at the bottom of the rule form. Click Show Conflicts to check this rule for logic consistency (Figure 3-26). One logic error appears in the bottom row (indicated by a warning icon ). The bottom row contains an unreachable condition. It has a combination of input values that cannot be used. The top row is reached first (IT and order total > 1000) and masks the bottom row (IT and order total > 2000).
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11. To delete a row, click in any cell in the row to select the row, then select the Delete Row icon . Click Show Conflicts again to confirm that no logic errors remain. A message displays The Decision Table is consistent. 12. Save the revised decision table and close the rule form by clicking the red arrow in its tab ( ). You are returned to the Visio Flow Editor.
2. Now you will redirect the flow action (connector) from the Manager Approve Order assignment shape to the VPApproveOrder decision shape, following the steps below: a. Click the ManagerApprove connector that starts at the Manager Approve Order assignment shape and ends at the UpdateStatus Completed utility shape. b. Click the red square connected to the UpdateStatus Completed utility shape, drag the arrow head of the connector to the top of the VPApproveOrder decision shape, and connect the arrow head to the
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point at the top of the decision shape (Figure 3-28). If the ManagerApprove label does not appear, pull the decision shape down to reveal it.
This connection means that the business process requires a decision after a purchase order request is approved by the manager. 3. Select and drag an assignment shape from the Shapes stencil and drop it below the decision shape, so that purchase order requests can be routed to the Vice President. Position the assignment shape below the VPApproveOrder decision shape (Figure 3-29).
4. With the assignment shape selected, complete the Assignment Properties panel as shown in Figure 3-30. In the HarnessPurpose field, use the SmartPrompt to select PerformManager. (A Process Commander harness rule provides the basis of a form for work item processing.)
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Note: The blue triangles that appear at the bottom right corners of the fields are
SmartPrompt controls. In the HarnessPurpose field, press the Down Arrow key to access the appropriate list. The top items in the lists are ones specific to the ESupply application.
5. In the StatusWork field, use the SmartPrompt to select Pending-Approval. Enter text into the Name, Instructions, and ConfirmationNote fields. Then click Apply to apply these inputs to the assignment shape. 6. Add a router shape to the VPApproval assignment shape so that the purchase order is routed to the user identified by the Operator ID VP@ECorp.com (Figure 3-31): a. Select and drag a router shape flow diagram. from the Shapes stencil onto the
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7. Select the router shape. In the Router Properties panel, in the Rule field, use the SmartPrompt control to select ToVP (Figure 3-32) and click Apply. (The system automatically sets the Name field to match the Rule field.)
Note: The blue triangle at the bottom right corner of the Rule field input box is a
SmartPrompt control. Press the Down Arrow key to access the list. This SmartPrompt displays a list of router rule names from which you can select.
8. The True and False connectors from the decision shape are currently dangling or unattached to other shapes. Process Commander uses red connectors to indicate that they are not attached to a shape. Follow the steps below to attach the connectors. a. Attach the True connector to the VPApproval assignment shape to send the purchase order request to the Vice President for approval when the decision table calculates a return value of True. b. Attach the False connector to the UpdateStatus Completed utility shape . When the decision table rule returns a value of False, the Vice Presidents approval is not required. The following events occur automatically:
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The requests status is updated to Resolved-Completed. The purchase order request is resolved.
9. Add connectors leading from the VPApproval assignment shape by following these steps: a. Click the connector shape in the Shapes stencil and drag it anywhere on the flow diagram. (Typically, it is convenient to put the connectors somewhere in the white space near where you plan to attach them.) b. Repeat to add a second connector (Figure 3-34).
c. Attach the tail (top) ends to the bottom of the VPApproval assignment shape. d. Connect one connector head to the UpdateStatus Completed utility shape. e. Connect the second connector head to the UpdateStatus Rejected utility shape (Figure 3-35).
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10. The newly added connectors are labeled [no data] because their properties are not yet defined. Select the connector that ends on the UpdateStatus Completed utility shape. In the Connector Properties panel, define the connector properties for this connector. a. In the Flow Action field, use the SmartPrompt to select ManagerApprove (Figure 3-36).
b. In the Likelihood field, enter 75. (Process Commander uses the likelihood values to determine the order of actions in the action list in the user interface.) c. Click Apply. 11. Complete the Connector Properties panel for the connector that leads to the UpdateStatus Rejected utility shape. a. In the Flow Action field, use the SmartPrompt to see the list of available choices. Double-click on More to expand the list (Figure 3-37).
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c. In the Likelihood field, enter 25 (Figure 3-39). (A likelihood is a value between 1 and 100. It reflects an assumed or known probability of the human actor taking that action.)
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d. Click Apply. 12. Click anywhere in white space in the Visio work area. Confirm that none of the connector arrows are red, including the small boxes at the arrow head and arrow tail. Process Commander marks incomplete connectors in red and floating connectors (those with both head and tail unconnected) in gray. Drag the connector arrows to connect them to the shapes if necessary. Your diagram should look like Figure 3-2. 13. Click to save your flow changes. If errors appear, fix the errors to correct the diagram and then re-save it. 14. Exit the Flow Editor by clicking Return rule form. . The display returns to the flow
15. Test your process changes using the Run menu. Click the Run icon ( ) in the Quick Launch bar and create a new purchase order request (Figure 340). You do not need to log out, but can act as the work user, manager, and VP.
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To complete the test, do the following: a. Create a new purchase order request, using data values similar to those entered in the example in Chapter 2. b. Enter line items and quantities that produce a total amount that meets one of the criteria for requiring VP approval as shown in Figure 3-1. For example, if the Department is IT, any order over $1000 requires the VPs review. c. Confirm the purchase order request. d. Click the link displayed at the bottom of the confirmation note that indicates the purchase order is assigned to the manager (Figure 3-41).
e. As manager, approve the request. f. Verify that after the manager approves the purchase order request, the request is routed to the Vice President for approval.
Of course, more complete testing of every condition in the decision table rule is required in real-world development situations. You may log off now or continue with the next chapter. To log off, click the Logout link in the upper right area of the Designer Studio.
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3. Right-click on Flow Action and select New from the context menu (Figure 41).
The New Rule Instance window opens (Figure 4-2). Specify the following: a. Keep the Applies To value as it is.
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b. For the Action Name, enter VPApprove. c. For the RuleSet, select ESupply. d. For the Version, select 01-01-03.
4. Click Create to create the new VPApprove flow action and display the rule form in the Designer Studio. Click Save action rule to the system (Figure 4-3). to save the VPApprove flow
At this point the new VPApprove flow action rule displays no user interface items for the VP to enter information. Section rules are used to implement these user interface features for a flow action.
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b. Click the + icon to expand the User Interface category Section rule type.
to see the
2. Right-click on Section and select New from the context menu (Figure 4-4).
The New Rule Instance window opens (Figure 4-5). Specify the following: a. Keep the Applies To value as it is. b. For the Purpose, enter VPApproval. c. For the RuleSet, select ESupply. d. For the Version, select 01-01-03.
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3. Click Create to create the new VPApproval section and display the rule form in the Designer Studio (Figure 4-6). An initial layout appears on the Layout tab. Click Save to save the VPApproval section rule to the system.
The first update is to add a field where the VP is required to enter an approval code. 4. Click the first empty cell in the first Label column and click the magnifying glass icon ( ) that appears. In the Cell Properties panel that opens, enter the text Approval Code in the Value field as shown in Figure 4-7. On the General tab, select the Required box. This selection will display a required icon ( ) next to the label in the user interface. Click OK to save these choices to the section layout.
5. Click the Basic control group ( ) to open the Basic panel. Select the Text Box item and drag it to the Field column cell next to the Approval Code on the top row as shown in Figure 4-8.
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6. Click the magnifying glass icon ( ) next to the Text Box cell. This opens a Cell Properties panel (Figure 4-9).
7. In the Cell Properties panel, specify the following items: a. In the Property field, enter .ApprovalCode (using the exact case and being sure to include a leading period).
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b. Click the Open icon ( ) next to the Property field. This opens a Properties New Rule Instance dialog (Figure 4-10).
c. Make sure that ESupply is selected in the RuleSet field and that 0101-03 is selected in the Version field. Click Quick Create to create the new property rule. d. Return to the Cell Properties panel, select the General tab, and click the Required box. This ensures that a value is entered in the work form before it is submitted. Otherwise, an error message appears and reminds the user to enter a value. Click OK. 8. In the Layout tab of the Section rule form, click the cell on the second row of the Label column (under the Approval Code label). Open the Cell Properties Panel (by clicking OK. ) and enter Note in the Value field. Click
9. From the Basic panel, drag a Text Area item to the cell in the second row Field column to the right of the Note label, as shown in Figure 4-11.
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10. Open the Cell Properties panel for the newly added text area. In the Cell Properties panel, specify the following items: a. In the Property field, use the SmartPrompt (by pressing the Down Arrow key) to display a list of available properties (Figure 4-12). Select ApprovalCode from the list, to set it as the value for the Property field, and click Apply.
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b. In the Control field, use the SmartPrompt to select pxTextInput (Figure 4-13).
c. Click OK to save the selections for the text area and close the Cell Properties panel. 11. Close the Basics panel by clicking the X in its upper right corner, and click Save ( ) to save your changes to the Section rule form.
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12. Click the VPApproval tabs close button ( ) to close the VPApproval sections rule form.
2.
In the Application Explorer, expand the Section rule type to locate the newly created VPApproval section. Select the blue dot ( ) to the left of the VPApproval section in the Application Explorer and drag it into the VPApprove rule form to where <drag section here> is displayed (Figure 415). (Each blue dot identifies a single rule.)
The VPApprove flow action rule form displays a section reference that references the VPApproval section and its user interface elements (Figure 4-16).
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3. 4.
Click Preview ( ) to see the runtime presentation of the new flow action rule, at the bottom of the window (Figure 4-17).
5. 6.
Click the X button at the top right of the Preview area to close it. Click the VPApprove tabs close button ( ) to close the VPApprove flow actions rule form.
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1. 2.
Open the PurchaseOrder flow using the Application Explorer. Click the Flow Editor toolbar button . Replace the ManagerApprove flow action (a connector) that starts at the VPApproval Assignment shape with the new VPApprove flow action, following these steps: a. Select the ManagerApprove connector that starts from the VPApproval Assignment shape (Figure 4-18).
b. In the Connector Properties panel, for the Flow Action field, use the SmartPrompt to replace ManagerApprove with VPApprove.
c. Click Apply in the Connector Properties panel. The connector in the flow is now labeled VPApprove (Figure 4-20).
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d. Click Save (
e. Click Return to close the Flow Editor and return to the PurchaseOrder rule form. 3. Test the revised process to verify that the VP is now required to enter an Approval Code and an optional note when approving a purchase order request. To complete the test, do the following steps: a. Click the Run icon ( ) in the Quick Launch bar and select Run Process > Purchase Order. b. Create a purchase order request that requires VP approval. The requirements are stated in the decision rule table you created in Figure 3-25. For example, enter HR as the Department Name and select one laptop, which requires VP approval because it is over $500. c. As manager, approve the request. d. Click the VP Approval Required link. The VP sees the Take Action box shown in Figure 4-21.
When the VP clicks the VPApprove button, the approval screen appears. The VP is now required to enter an approval code and may also enter an optional note (Figure 4-22).
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3. Select the Approval Code cell and then click the Insert Row After button to insert a new row below the Approval Code row (Figure 4-25).
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4. A property rule named PaymentDate already exists. Add this property to the new row following these steps: a. In the Application Explorer, click the + icon to expand the PurchaseOrder class. b. Click the + icon to expand the Data Model category Property rule type. to see the
c. Click the + icon to expand the Property rule type (Figure 4-26). Each blue dot ( ) identifies a simple property rule, one that holds only a single value such as a date or amount. Other icons in this tree, such as , identify aggregate properties, which are similar to arrays and structures. d. Select the blue dot to the left of the PaymentDate link. (Do not click the PaymentDate link.)
e. Hold the mouse button down, and drag the property onto the VPApproval section rule form (Figure 4-27). Drop the property into the Field cell (second column) of the new row.
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The cell now contains the .PaymentDate property. This property holds a date and time. Process Commander supports a wide variety of input and output formats for dates and times. 5. In the Label column, open the Cell Properties panel for the PaymentDate label cell (click ). In the Value field, insert a space so that the label is two words (Payment Date) as shown in Figure 4-28. Click OK to save the change to the form.
6. Click the cell in the Field column next to the Payment Date label, and open the Cell Properties panel by clicking .
7. Click the icon next to the Control field (Figure 4-29). The Param Window opens (Figure 4-30).
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8. Complete the fields in the Param window following these steps: a. Select DateTime for the Format field. (SmartPrompt is available.) b. Click Params and in the Parameters section, select display parameters for the DateTime format (Figure 4-31):
Set the Display Mode field to Popup window. Select the Calendar Icon check box. This selection provides a calendar control icon in the work tem form that the users can click to select a date. Select the Allow Text Field Entry check box. This selection provides a text field in the work item form in which users can type to enter a date.
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9. Click OK in the Param window to save the display format selections to the Cell Properties panel. The Param window closes. 10. In the Cell Properties panel, click OK. 11. Click the Save toolbar button rule form. to save the updated VPApproval section
12. Click the Preview toolbar button to view the effect of your changes in the bottom half of the portal (Figure 4-32).
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13. Test the changes, following these steps: a. Click the Run icon ( ) in the Quick Launch bar and select Run Process > Purchase Order. b. Choose order quantities that will require Vice President approval. c. Enter shipping details and complete the manager approval step. d. As Vice President, confirm that the payment date is requested (the Payment Date field is displayed). e. Click the calendar icon to enter a date and time.
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To open a rule from the Application Explorer, click on the rule name. Figure 4-34 and Figure 4-35 show the .OrderTotal and LineItemTotal.Order() rule forms respectively. The dashed lines in the figures enclose the property values for each rule.
Like formulas in a Microsoft Excel spreadsheet, properties controlled by declarative rules are computed automatically whenever a value changes that affects the computation. For example, the target property LineItemTotal is computed whenever the Price or Quantity changes. Similarly, you dont need to create an explicit program to recalculate the OrderTotal after you input a quantity.
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2. Create a new purchase order request by selecting > Run Process > Purchase Order. On the work item form, a D link appears next to each property that is calculated by a declarative rule. For example, assume that you select the Laptop item and enter two for the quantity. Notice that a D appears next to the LineItemTotal property (Figure 4-37). Click the D link to inspect how that property value is calculated.
After clicking the D, the Dependency Network Viewer opens and shows the Dependency Network for the LineItemTotal property (Figure 4-38).
Figure 4-38. Dependency Network Viewer Personal Edition Developer FastStart Guide
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The arrows show how computations depend on each other where results from one computation feed into inputs of a later computation.
Process Commander supports complex declarative rules and lets you test and debug declarative computations interactively. To disable the Declarative Rules Inspector feature, click Inspector > Declarative Rules. > Rules
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These new rules supplement the original set of rules in the ESupply RuleSet, which defined the application before you changed it. As you will see in Chapter 6, Documenting Your Application, and from the application document in Appendix A, the ESupply RuleSet contains about 125 rules. The Application Explorer provides designers and developers with quick access to rules in the ESupply RuleSet. These rules, in turn, build on hundreds of built-in, out-of-thebox standard rules that are present in every Process Commander system and which form the foundation building blocks of applications.
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Inheritance and polymorphism enable you to build applications by overriding or extending existing rules. For example, the flow rule that you saved into the higher RuleSet Version overrides (supersedes) the initial flow rule that came with the ESupply application.
Through hardware clustering, one Process Commander system can support thousands of users in multiple locations who enter, work on, and resolve millions of work items.
Applications can be developed iteratively with incremental enhancements. Developers can quickly switch from a development task to a testing task and back as you did by using the Run menu from the Quick Launch bar.
Process Commander applications can interface with other systems using a wide variety of industry-standard technologies (such as SOAP / Web services, e-mail, relational databases, J2EE facilities including Enterprise JavaBeans, and JavaServer Pages).
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The Application Document wizard opens. On the first screen, select the ESupply application and the ApplicationDocument template (Figure 6-2) and click Next >>. On each subsequent screen of the wizard, select the items you would like to include in the document and click Next >> to proceed through the wizard until you reach the Create Document screen.
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2. On the Create Document screen of the wizard, click the Create Document. Process Commander generates a Word document that lists all of the rules in the application. The generation process might take a minute or two (Figure 6-3).
Appendix A contains the document created by Process Commander for the ESupply application. When your work with Process Commander is complete, click the Logout link at the upper right corner of the Designer Studio to end the client session. This is the conclusion of the Personal Edition guide. More information on the ESupply application and appendices describing the Designer Studio
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toolbar and tab bar and the typical workstation setup can be found in the following pages.
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This document is the property of: Pegasystems Inc. 101 Main Street Cambridge, MA 02142-1590 Phone: (617) 374-9600 Fax: (617) 374-9620 www.pega.com Document Name: Application Document Updated: March 15, 2011
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Contents
PurchaseOrder ..................................................................................... 79
PurchaseOrder - Flow ................................................................................ 79 Other Use Cases (Not Referenced in the Application) .......................... 88 Entity Relationship Diagram ....................................................................... 89 Properties Referenced .................................................................................. 89
Common .................................................................................................. 91 Security ................................................................................................... 91 Navigation .............................................................................................. 91 DataManagement ................................................................................ 91 SysAdmin................................................................................................ 91 Other Classes ........................................................................................ 92
Data-Party ...................................................................................................... 92 Data-Portal ..................................................................................................... 92 ECorp-Data-LineItemDetails....................................................................... 92 ECorp-Data-Order ......................................................................................... 92
Reports .................................................................................................... 93
List Views ........................................................................................................ 93 Summary Views ............................................................................................ 93
Correspondence ................................................................................... 93
Acknowledgement Email ........................................................................... 93
Integration ............................................................................................ 93
Services........................................................................................................... 93 Connectors ..................................................................................................... 94
Decisions ................................................................................................ 94
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Business Objectives
Centralize the purchasing function for employees across the corporation Automate decisioning and routing of purchase orders
Actors
Actor employee Fulfillment Manager Type Operator Operator Operator Count 2000 Total Users Per Week 3 Total Users Per Day 50 Total Users Per Week Access Method Browser Browser Browser
Work Types
Name Implementation Class PurchaseOrder ECorp-FW-ESupply-Work-PurchaseOrder
Supporting Types
Name Common Security Navigation Description Use cases shared by multiple work types Use cases dealing with authentication, authorization Use cases specific to getting between work types and general application processing
DataManagement Use cases specific to managing lists of products, reference data tables, broadcast messages SysAdmin Use cases specific to managing operator profiles, calendars, skills, rule migration/promotion
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RuleSets
RuleSet ESupply Version Description Prerequisites Pega-ProcessCommander:06-01-20 ESupplyInt:01-01-01 Pega-ProcessCommander:06-01-20 ECorpInt:01-01-01 Pega-ProcessCommander:06-01-20 01-01-03 RuleSet to identify, manage, and control the set of rule instances that define ESupply application
ESupplyInt 01-01-01 Integration RuleSet for ESupply framework ECorp ECorpInt 01-01-01 RuleSet to identify, manage, and control the set of rule instances that define ECorp application 01-01-01 Integration ruleset for ECorp organization
PurchaseOrder
Implementation: Description: ECorp-FW-ESupply-Work-PurchaseOrder Purchase Order
PurchaseOrder - Flow
Applies to Class: ECorp-FW-ESupply-Work-PurchaseOrder Short Description: Purchase Order RuleSet: ESupply : 01-01-03
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Flow Diagram
Primary Path
Start - Start
Implementation: Referenced By: Applies to Class: Short Description: RuleSet:
New PurchaseOrder - Flow (Page 79) ECorp-FW-ESupply-Work New form for work objects ESupply : 01-01-02
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Short Description: PurchaseOrder RuleSet: ESupply : 01-01-01 Details Actors: Triggers: Complexity: Description Enter department information Any Web Browser Low
Default - SLA
Referenced By: Applies to Class: Short Description: Long Description: Usage: RuleSet:
Enter Item Information - Assignment (Page 81) in PurchaseOrder - Flow (Page 79) Workdefault service level Default service level The goal is that each work object will be completed in two days. The deadline is that each work object must be completed within 5 days. Pega-ProCom : 06-01-01
Initial Urgency: 0 Assignment is ready for work: Goal Deadline Late Repeating interval from Deadline
Interval from when assignment is ready Days 2 + HH:MM:SS 0 : 0 : 0 In Business Days? Yes Urgency 0 Escalation Activity 5 0:0:0 Yes 0
:: No
Perform - Harness
Referenced By: Applies to Class: Short Description: Long Description: RuleSet:
Enter Item Information - Assignment (Page 81) in PurchaseOrder - Flow (Page 79) ECorp-FW-ESupply-Work Perform form for work object Perform form for work objects ESupply : 01-01-02
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ToCurrentOperator - Router
Implementation: ToCurrentOperator Parameters: CheckAvailability = False
EnterItemInformation,100% - Transition
Implementation: Referenced By: Applies to Class: Short Description: RuleSet: EnterItemInformation PurchaseOrder - Flow (Page 79) ECorp-FW-ESupply-Work-PurchaseOrder Enter Item Information ESupply : 01-01-02
Referenced By: Rule Name: Short Description: RuleSet: Details Actors: Triggers: Complexity: Description
Default - SLA
Referenced By: See Default (Page 81)
Perform - Harness
Referenced By: See Perform (Page 81)
Applies to Class: WorkShort Description: Withdraw Work Object RuleSet: Pega-ProCom : 06-01-01
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ActionSetTicket - Activity
Referenced By: Applies to Class: Short Description: Long Description: Usage: RuleSet:
Withdraw - FlowAction (Page 82) WorkSets a ticket on a work object Sets a ticket on a work object. Calls UpdateCustomerSatisfaction (because satisfaction props are in the flow action html) to calculate satisfaction properties and then sets the ticket which could be used in the flow. Pega-ProCom : 06-01-01
ConfirmOrder,100% - Transition
Implementation: Referenced By: Applies to Class: Short Description: RuleSet:
ConfirmOrder PurchaseOrder - Flow (Page 79) ECorp-FW-ESupply-Work-PurchaseOrder Confirm Order ESupply : 01-01-02
Referenced By: Rule Name: Short Description: RuleSet: Details Actors: Triggers: Complexity: Description Not Yet Defined
ManagerReview - Decision
Implementation: Referenced By: Applies to Class: Short Description: RuleSet:
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Default - SLA
Referenced By: See Default (Page 81)
Manager Approve Order - Assignment (Page 81) in PurchaseOrder - Flow (Page 79)
PerformManager - Harness
Referenced By: Applies to Class: Short Description: Long Description: RuleSet:
Manager Approve Order - Assignment (Page 84) in PurchaseOrder - Flow (Page 79) ECorp-FW-ESupply-Work Perform form for work object Perform form for work objects ESupply : 01-01-02
ToOrgUnitManager - Router
Implementation: ToOrgUnitManager Parameters: CheckAvailability = False
ManagerApprove,60% - Transition
Implementation: Referenced By: Applies to Class: Short Description: RuleSet:
Referenced By: Rule Name: Short Description: RuleSet: Details Actors: Triggers: Complexity: Description
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VPApproveOrder - Decision
Implementation: Referenced By: Applies to Class: Short Description: RuleSet:
VPApproveOrder PurchaseOrder - Flow (Page 79) ECorp-FW-ESupply-Work-PurchaseOrder VPApproveOrder ESupply : 01-01-03 Actions Return
Conditions Department Name Bill Customer Order Total = if else if else if else if else if else if Otherwise IT HR Finance Finance Legal Legal =False =True =True =False >200 >500 >200 = = >1000 >500
Implementation: UpdateStatus Parameters: StatusWork = Resolved-Completed Referenced By: PurchaseOrder - Flow (Page 79) Applies to Class: WorkShort Description: Updates the status of a work item Long Description: Update the status of a work item, and call Resolve if it has been Resolved. Usage: The activity gets called from various places including Work-NewAssign, Work-NewAssignBasket etc. It sets the status and calls another activity 'RecalculateAndSave' to update the urgency, timestamps and to save the work object. RuleSet: Pega-ProcessEngine : 06-01-20
pyCheckResolvedStatus - Tree
Referenced By: Applies to Class: Short Description: RuleSet:
UpdateStatus - Activity (Page 85) WorkDecides what action to take based on pyworkstatus Pega-ProcessEngine : 06-01-20
if "Resolved-Completed" then RETURN "check" if "Resolved-Withdrawn" then RETURN "cancel" if "Resolved-Duplicate" then RETURN "cancel" if "Resolved-Revoked" then RETURN "cancel" if "Resolved-Rejected" then RETURN "cancel" otherwise RETURN "other"
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Implementation: CorrCreateAndSend Parameters: SendAllAttachments = False Broadcast = False CorrName = Acknowledgement PartyRole = Originator Referenced By: PurchaseOrder - Flow (Page 79) Applies to Class: WorkShort Description: CorrCreateAndSend Long Description: Creates a single correspondence Usage: This activity is called by CorrNew activity. It creates the correspondence record and calls the activity CorrUpdate. RuleSet: Pega-ProCom : 06-01-01
Alternate Path 1
VPApproval - Assignment
Implementation: WorkList Parameters: DoNotPerform = False ConfirmationNote = VP Review is required StatusWork = Pending-Approval Instructions = VP Approval Required HarnessPurpose = PerformManager
Default - SLA
Referenced By: See Default (Page 81)
PerformManager - Harness
Referenced By: See PerformManager (Page 84)
VPApprove,75% - Transition
Implementation: Referenced By: Applies to Class: Short Description: RuleSet:
Alternate Path 2
Reject,25% - Transition
Implementation: Referenced By:
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WorkReject This flow action is for rejecting the work object. Used by the StandardEvaluate flow. Approval flows should use the Disapprove flow action, not Reject. Pega-EndUserUI : 06-01-10
ActionResolve - Activity
Referenced By: Applies to Class: Short Description: Usage:
Reject - FlowAction (Page 87) WorkSet the resolved properties Called by the flow action Resolve/Reject/ResolveAsDuplicate. casad created in 050401 Pega-ProCom : 06-01-01
RuleSet:
Implementation: UpdateStatus Parameters: StatusWork = Resolved-Rejected Referenced By: PurchaseOrder - Flow (Page 79) See UpdateStatus (Page 85)
Alternate Path 3
Reject,40% - Transition
Implementation: Referenced By:
Referenced By:
ActionResolve - Activity
See ActionResolve (Page 87)
PurchaseOrder - Flow (Page 79) ECorp-FW-ESupply-Work Confirmation form for work objects ESupply : 01-01-01
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The order is rejected by the manager. Manager selects a reject reason. Order is either routed back to employee for update and resubmission or resolved.
Use Case Requirements
ID Name Category Business Rule Status New Description A list of reject reasons is presented to managers and fulfillment operators who select from the list. RejectReason Reject reason
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0..*
Embed-Pega-PortalSkin
Properties Referenced
Rule Name AddShipping Approval Code Bill Customer Label AddShipping ApprovalCode Bill Customer Mode Type RuleSet ESupply ESupply ESupply Single Value TrueFalse Single Value Text Single Value TrueFalse
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Rule Name ContactInformation Department Name Department Number Order Order Date OrderTotal PaymentDate py AgeFromDate py AttachmentCategories py ButtonLabel py Caption py ConfirmationNote py DuplicateID py ElapsedStatusNew py ElapsedStatusOpen py ElapsedStatusPending py FlowName py ID py Instructions py Label py NextEmail ThreadID py Note py NotifyQuick Stream py OrigDivision py OrigOrg py OrigOrgUnit py OrigUserDivision py OrigUserID py OrigUserWorkgroup py OwnerDivision py OwnerOrg py OwnerOrg Unit py ProblemReason
Label Contact Information Department Name Department Number OrderTest Order Date Order Total PaymentDate Age From date pyAttachmentCategories Button Label Caption Confirmation Note Duplicate ID Elapsed in Status New Elapsed in Status Open Elapsed in Status Pending Flow Name Work ID Instructions Label pyPropertyName Routing/Transfer note pyNotifyQuickStream Originating Division Originating Organization Originating OrgUnit Originating User Division Originating User ID Originating User Workgroup Owner Division Owner Organization Owner OrgUnit Problem Reason
Mode Page
Type Data-Party
ECorp-Data-Order ESupply ESupply ESupply ESupply Pega-ProCom Pega-ProCom Pega-WB Pega-WB Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom Pega-ProCom
Single Value Date Single Value Decimal Single Value Date Single Value DateTime StringList Text
Single Value Identifier Single Value Identifier Single Value Text Single Value Text Single Value Decimal Single Value Decimal Single Value Decimal Single Value Text Single Value Text Single Value Text Single Value Text Single Value Integer Single Value Text Single Value Text Single Value Text Single Value Text Single Value Text Single Value Text Single Value Text Single Value Text Single Value Text Single Value Text Single Value Text Single Value Text
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Rule Name py RootCause py Selected py SLAName py StatusCustomerSat py StatusWork py TemplateInputBox py Urgency WorkAdjust py Work IDPrefix
Type
Customer Satisfaction Status Single Value Text Work Status InputboxTemplate Urgency added by user Work ID Prefix Single Value Text Single Value Text Single Value Decimal Single Value Text
Common
Description: Use cases shared by multiple work types
Security
Description: Use cases dealing with authentication, authorization
Navigation
Description: Use cases specific to getting between work types and general application processing
DataManagement
Description: Use cases specific to managing lists of products, reference data tables, broadcast messages
SysAdmin
Description: Use cases specific to managing operator profiles, calendars, skills, rule migration/promotion
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Other Classes
Data-Party
Properties Referenced
Rule Name py City py FirstName py HomeAddress1 py HomeAddress2 py LastName py Postal Code py State Label City/Town First Name Mode Type RuleSet Single Value Text Pega-ProCom Single Value Text Pega-ProCom
pyHomeAddress1 Single Value Text Pega-ProCom pyHomeAddress2 Single Value Text Pega-ProCom Last Name Postal Code State/County Single Value Text Pega-ProCom Single Value Text Pega-ProCom Single Value Text Pega-ProCom
Data-Portal
Properties Referenced
Rule Name py Portal Skin Label Mode Type RuleSet pyPortalSkin Page Embed-Pega-PortalSkin Pega-WB
ECorp-Data-LineItemDetails
Properties Referenced
Rule Name ItemName Label Mode Type RuleSet Item Name Single Value Text ESupply
ECorp-Data-Order
Properties Referenced
Rule Name ItemName LineItemTotal Label ItemName Mode Type RuleSet ESupply Single Value Text
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Mode
Type
RuleSet ESupply
Reports
List Views
Applies To Assign-Worklist ECorp-Data-LineItem Details Name Work ListEmbed Description RuleSet ESupply Added by wizard ESupply
DataTableClass Editor
Summary Views
None found
Correspondence
Acknowledgement Email
Applies to Class: ECorp-FW-ESupply-Work Short Description: Acknowledgement RuleSet: ESupply : 01-01-02
Integration
Services
None found
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Connectors
None found
Decisions
Tables
VPApproveOrder
Applies to Class: ECorp-FW-ESupply-Work-PurchaseOrder Short Description: VPApproveOrder RuleSet: ESupply : 01-01-03 Conditions Department Name Bill Customer Order Total = if else if else if else if else if else if Otherwise IT HR Finance Finance Legal Legal =False =True =True =False >200 >500 >200 = = >1000 >500 True True True True True True False Actions Return
Trees
ManagerReview
Applies to Class: ECorp-FW-ESupply-Work-PurchaseOrder Short Description: ManagerReview RuleSet: ESupply : 01-01-02 if .OrderTotal > 100 then RETURN review otherwise RETURN noreview
Map Values
None found
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Whens
ReportFilter
Applies to Class: Data-Report-Shortcut Short Description: ReportFilter RuleSet: ESupply : 01-01-02 Logic: A0
ItemPrice
Applies to Class: ECorp-Data-LineItemDetails Short Description: ItemPrice RuleSet: ESupply : 01-01-02 Logic: A0
Security
Access Group ESupply:Administrators ESupply:WorkManager ESupply:WorkUser Role Name PegaRULES:SysAdm4 PegaRULES:WorkMgr4 PegaRULES:User4
SLAs
None found
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Activities
Applies To Assignment classes ECorp-Data-Order ESupply - Framework Work classes Name getOrderInfo Copy UnitPrice getItemDetails ToVP Description getWork ItemInfo Copy UnitPrice getItemDetails BPM Routing API: Assign to specific operator's worklist ESupply ESupply ESupply ESupply RuleSet Version 01-01-02 01-01-02 01-01-02 01-01-02
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Properties
Applies To ECorp-Data-LineItem Details ECorp-Data-LineItem Details ECorp-Data-Order ECorp-Data-Order ECorp-Data-Order ECorp-Data-Order ECorp-FW-ESupplyWork-PurchaseOrder ECorp-FW-ESupplyWork-PurchaseOrder ECorp-FW-ESupplyWork-PurchaseOrder ECorp-FW-ESupplyWork-PurchaseOrder ECorp-FW-ESupplyWork ECorp-FW-ESupplyWork ECorp-FW-ESupplyWork ECorp-FW-ESupplyWork ECorp-FW-ESupplyWork ECorp-FW-ESupplyWork ECorp-FW-ESupplyWork Name ItemName Price ItemName LineItemTotal Quantity UnitPrice AddShipping Approval Code ContactInformation PaymentDate Bill Customer Department Name Department Number ItemDetails Order Order Date OrderTotal Description Item Name Price ItemName LineItemTotal Quantity UnitPrice AddShipping Approval Code Contact Information PaymentDate Bill Customer Department Name Department Number Order OrderTest Order Date Order Total Mode String String String String String String String String Page String String String String PageList PageList String String RuleSet ESupply ESupply ESupply ESupply ESupply ESupply ESupply ESupply ESupply ESupply ESupply ESupply ESupply ESupply ESupply ESupply ESupply Version 01-01-02 01-01-02 01-01-02 01-01-02 01-01-02 01-01-02 01-01-02 01-01-03 01-01-02 01-01-02 01-01-02 01-01-02 01-01-02 01-01-02 01-01-02 01-01-02 01-01-02
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Declaratives
Expressions
.LineItemTotal .Order()
Applies to Class: ECorp-FW-ESupply-Work Short Description: .LineItemTotal RuleSet: ESupply : 01-01-02 Execute this expression: Only when the top-level page is of the Applies To class Calculate value: Whenever inputs change Set .LineItemTotal = Value of .Quantity*.UnitPrice
.OrderTotal
Applies to Class: ECorp-FW-ESupply-Work Short Description: .OrderTotal RuleSet: ESupply : 01-01-02 Execute this expression: Only when the top-level page is of the Applies To class Calculate value: Whenever inputs change Set .OrderTotal =
Triggers
pyTrackSecurityChanges
Applies to Class: ECorp-FW-ESupply-Work-PurchaseOrder Short Description: pyTrackSecurityChanges RuleSet: ESupply : 01-01-02 Trigger when an instance is: Saved Activity: TrackSecurityChanges Execute: Immediately
OnChange
None found
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Requirements Matrix
Requirement Category External Status ID Description Pruchase requests are routed to managers based on total dollar values as described in the corporate accounting manual. New New The list of items an employee can request is based on the employee's grade level. A list of reject reasons is presented to managers and fulfillment operators who select from the list. EnterItemInformation (Use Case) RejectOrder (Use Case) Linked To
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Button
Function
Opens the Availability dialog to change the availability of the rule. Select Yes, No/Draft Mode, Final, Blocked, or Withdrawn to set the availability of the rule.
Check In
This button appears if: The rule is located in a RuleSet that is under rule management The rule is currently checked out to you. After you check out a rule to work on it (in your private RuleSet), use this Check In button to copy the modified rule instance over the original one in the public RuleSet.
Check Out
This button appears if: The rule is located in a RuleSet that is under rule management Your Operator ID settings allow you to check out rules The rule is not currently checked out to you. Creates a copy of the rule in your private RuleSet and marks the original rule as checked out (locked). No one else can check out a rule while it is checked out.
Deletes a rule or data instance. Deletes a checked-out rule from your personal RuleSet, effectively cancelling the check out. The original instance is not affected.
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Name
Draft On/Off Favorites Flow Editor Help Launch
Button
Function
Click to toggle draft mode on or off. Elements of this flow rule may reference activities, flow actions, or other objects not yet defined. Click to save a link to a rule to your My Favorites menu, or to delegate a rule to another user or group of users. Starts Visio for editing or reviewing the flow. Opens the help system at the help topic for the currently displayed rule or data form. Moves the current rule or data form into a separate, floating browser window with a copy of its own toolbar. This action lets you compare two forms, or work with some information or values in the main portal window and paste them into another portal window.
Navigate Left
This button appears at the end of the toolbar when your workspace is not wide enough to display all of the available buttons. Click to scroll the toolbar to the left.
Navigate Right
This button appears at the end of the toolbar when your workspace is not wide enough to display all of the available buttons. Click to scroll the toolbar to the right.
New
Creates a new rule or data instance of the same type as the currently open rule or data instance. To create a new rule or data instance of a different type, click the arrow to display a menu to select another rule type.
Splits the workspace to present a partial preview of the runtime appearance of a rule in the bottom half of the split workspace. Recovers the most recent version of a deleted rule, if the RuleSet and version combination is unlocked. Lists rules related to the current rule. Clicking displays a menu that lists lower-numbered versions of the currently open rule, circumstance and circumstance-date, editions, and additional menu items.
Replaces the current checked-in copy of a rule with the last checked-in copy of that rule. Exits Visio and returns to normal editing mode. Shows the XML document that makes up the form displaying this instance. This is primarily a debugging tool. Starts execution or testing of the current rule, in the current context. Saves the instance to the PegaRULES database. Saves the instance under a different name, RuleSet, or version.
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Name
Show Java
Button
Function
After a rule is saved, displays an approximation of the generated Java to be created by this rule instance in a new window. (You cannot alter this Java code.) This button is visible to developers who hold the privilege @baseclass.ToolbarFull. Available for activities, when rules, and stream rules, among others.
In Visio editing of flow, undoes the most recent operation. Toggle to display or hide Visio toolbars during Visio editing. Zoom in on the Visio diagram, to make the diagram larger. Zoom out from the Visio diagram, to make the diagram smaller.
Button
Function
Click to return to the Whats Happening display and your home view of the portal Click to list all currently open rules or other displays in a dropdown menu. Select from the menu to bring a specific form or display to the front.
Refresh
Click to refresh the Designer Studio display and display the most current data from the system. Any inputs you have entered but not sent are lost.
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Scripting Process Commander uses JavaScript. Applications based on Process Commander may use VBScript or JScript in addition to JavaScript. Users must have the ability to execute scripts in the Local Zone. This is available under the Low setting for the Local intranet zone or as a custom setting:
Windows XP SP2 restrictions on file downloads If your workstation operating system is Windows XP SP2 and your Process Commander server is identified (in the URL in the browsers Address or Location bar) by an IP address or by a domainqualified name (such as myserver.mydomain.sub), an Internet setting may restrict your ability to use file attachments. Go to the Control Panel and double-click on Internet Options, or in Internet Explorer, select Tools > Internet Options. Select the Security tab and the Local intranet zone, and click Custom level. Disable the Automatic Prompting for File Download setting.
Press CTRL+F to search for text on a page. Press CTRL+P to print the current page. Click the Home Icon ( Home display. ) at the left of the Designer Studio tab bar to return to the
Visio Settings
Process Commander uses an ActiveX control to control support flows in Microsoft Visio. Follow the steps in this section to set up Microsoft Visio 2002 or 2003 to work with Process Commander flows.
Visio Versions
Process Commander V6.1 SP2 operates with Visio 2007 and 2010 if you save files in Visio 2002 format. To configure Visio 2007:
Personal Edition Developer FastStart Guide
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1. Select the Visio 2007 Tools > Options menu item. 2. Select the Save tab. 3. In the Default Format field, select Save Visio files As Visio 2002 document. 4. Click OK. To configure Visio 2010: 1. Select Visio 2010 File>Options menu item. 2. From the Options panel select Save. 3. In the Save files in this format field, select Visio 2002 document. 4. Click OK.
The presence of these macros signals Visio to warn you of a potential security issue until you take one of the following actions.
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Pegasystems Inc. has digitally signed the Visio XP macros with a Code Signing (level 3) Digital ID Certificate from VeriSign. 2. The Enable Macros button becomes available. Click Enable Macros to start a successful Visio flow editing session. The Security Warning dialog warning about macros from Pegasystems will not appear again.
For more information on Visio security issues, search for the topic How to Set Up Visio in the Process Commander help system.
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For more information about our company and products, visit our Web site at www.pega.com.
Education Services
Pegasystems University of Pega offers a wide range of courses for our customers. For course descriptions and contact information, go to http://pega.com/services/university-of-pega/pega-education-services. University of Pega offers both live classes and e-Learning courses. Courses can be presented at customer sites also.
Documentation Feedback
Pegasystems strives to product high-quality documentation. If you have comments or suggestions about this guide or about the sample ESupply application, send us an email with the following information:
Document name, version number, and date it was updated (located at the bottom of the copyright page) Page number Brief description of the problem for example, what instructions are inaccurate, or what part of the ESupply application did not work as expected
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