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Bonita Open Solution Quickstart Guide
Bonita Open Solution Quickstart Guide
Version 5.0
QuickStart Guide
Version 1.2
QuickStart Guide
Contents
WelcometoBonitaOpenSolution!........................................................................................................4
Download,install,andlaunchBonitaOpenSolution5.0.......................................................................4
QuickStartOverviewandTutorial...........................................................................................................4
QuickStartOverview...........................................................................................................................4
QuickStartTutorial..................................................................................................................................7
PreparetoDesignaProcessGraphicallyinBonitaStudio..................................................................7
LaunchBonitaStudio..........................................................................................................................8
DrawStepsandTransitions................................................................................................................8
CreateanIterationandaddanXORgate.........................................................................................20
AddConditionstoTransitions...........................................................................................................21
AddDetailstoProcess/Steps............................................................................................................25
RunaProcess....................................................................................................................................31
RunaProcess....................................................................................................................................31
CompleteaProcessCase..................................................................................................................35
Summary...............................................................................................................................................38
Feedback,Questions,andMoreInformation.......................................................................................38
Figure1.WelcometoBonitaStudio......................................................................................................4
Figure2.BonitaStudioreadytodesignanewProcess.........................................................................5
Figure3.BonitaUserExperienceprovidesaninboxtomanageProcessesandCases........................6
Figure4.CompletedWebPurchaseProcess.........................................................................................7
Figure5.BeginanewProcesswithaStartandaStep..........................................................................8
Figure6.EnterGeneralDetailsforSalesReview..................................................................................8
Figure7.CreateaGroupofActorsforSalesReview.............................................................................9
Figure8.SelecttheoptiontomanuallyenternamesforaUserList....................................................9
Figure9.NametheGroup....................................................................................................................10
Figure10.DefinetheActorsinthisGroup...........................................................................................10
Figure11.ThenewlycreatedGroupshowsupintheGroupslistfortheSalesReviewStep.............11
Figure12.UsetheContextPalettetodrawnewelementsontheWhiteboard.................................11
Figure13.NameanewStepandenteritsGeneralDetails.................................................................12
Figure14.DefinetheActorsforthisStep............................................................................................12
Figure15.SelecttheProcessInitiatorastheActorforthisStep........................................................13
Figure16.AddRejectStepanddefineitsGeneralDetails..................................................................13
Figure17.AddMoreInfoStepanddefineitsGeneralDetails............................................................14
Figure18.ChoosetheGroupofActorsforMoreInfo.........................................................................14
Figure19.SelectthealreadydefinedGroupSalesEmployees............................................................15
Figure20.RenamethisPool................................................................................................................16
Figure21.RenamethisProcessDiagram.............................................................................................16
Figure22.AddExpressDeliveryStepanddefineitsGeneralDetails.................................................17
Figure23.AddArchiveStepanddefineitsGeneralDetails................................................................18
Figure24.AddanEndandrearrangetheProcesselementsontheWhiteboard...............................19
Figure25.AddanXORGate.................................................................................................................20
Figure26.AddDatatoDetailsforSalesReview..................................................................................21
Figure27.DefinealistforSalesReview..............................................................................................22
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DownloadBonitaOpenSolution5.0:www.bonitasoft.com/products/downloads.php
UsethisQuickStartGuidetogetstartedwithBonitaOpenSolutionandbecomefamiliarwith
designingaprocesswithitsgraphictools.
DownloadBonitaAllinOne.Whenthezippedfolderhasbeendownloaded,extractallfiles.To
launchBonitaOpenSolutionandbegindesigningaprocess:
opentheunzippedbonitaallinonefolder,
opentheStudiofolder,and
launchtheBonitaStudioapplicationfileforyouroperatingsystem.
TheOverviewmayhelpyoutobeginworkingwithBonitaOpenSolutionquickly,particularlyifyou
arealreadyfamiliarwithBonita.AftertheOverviewisaTutorialthatwilltakeyouthroughcreating,
running,andmanagingaProcessstepbystep.
QuickStart Overview
Select Newtocreateanewprocess
Open anexisting.procfile
Import .barfiles(createdinBOSv5)
Open someexamples
Figure1.WelcometoBonitaStudio
YoucanalsogodirectlytoUserExperience(
Casesaremanaged.
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ontheToolBar)whereexistingProcessesand
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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
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BonitaUserExperience:
User(admin)
identified
StartCasestartsNewcasesofeachProcess
Figure3.BonitaUserExperienceprovidesaninboxtomanageProcessesandCases
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FollowtheQuickStarttutorialexampleto:
DesignacompleteProcessgraphicallyinBonitaStudio,asyou
o DrawStepsandTransitionsusingthegraphictoolsintheBonitaStudioPalette
o CreateaniterationandaddaGate
o AddConditionstoTransitions
o AddDetailstotheProcess(globalvariables)andtoIndividualSteps(localvariables)
RuntheProcessyoucreate
CompleteaProcessCaseandinteractwiththemanualSteps
SeetheProcess,andtheCasesyouwillcreate,inBonitaUserExperience
Designasimpleprocess,Web Purchase:
1. Acustomerordersanitemfromawebstore.
2. Acompanysalesemployeeprocessestherequestmanually(approvesit,rejectsit,oradds
moreinformationtotheorder).
3. If/Whenthecustomersorderisapproved,he/shepaysfortheorder.
4. ThecustomerchooseswhethertohavetheitemshippedbyExpressDelivery.
5. Thetransactionisarchived.
TheProcesswilllooklikethiswhencompleted:
Figure4.CompletedWebPurchaseProcess
(ItmightbehelpfultokeepthishandyasyoudesigntheProcess.)
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LaunchBonitaStudioandSelectNewtocreateanewProcess.BonitaStudiowillappearwithaStart
afirstStep.
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
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ClicktheActorsinDetailsforSalesReview:
Select
Figure7.CreateaGroupofActorsforSalesReview
GroupandCreate
Completethewizards:
Select
OtherandUserList
Figure8.SelecttheoptiontomanuallyenternamesforaUserList
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Enter
Name
Sales Employees
DescriptionEmployees
authorized to
handle web sales
Figure9.NametheGroup
Enter
Usersadmin,john,james,jack
Figure10.DefinetheActorsinthisGroup
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Figure11.ThenewlycreatedGroupshowsupintheGroupslistfortheSalesReviewStep
YoullcomebacktothisSteplatertoaddadditionalDetails.
Atthispointintheprocess,thesalesemployeecanchooseto:
1) validatetherequestandthecustomercanpay;OR
2) rejecttherequest;OR
3) entermoreinformationrelevanttothecustomersorder.
Accordingly,nextadd3Steps,allconnectedtoSalesReview.
SalesReviewshouldstillbehighlighted.(Ifnot,clickit.)TheContextPalettetotherightoftheStep
ishighlightedtoo.
ClickontheSteptool(circled)anddraganewStepontotheWhiteboard
Figure12.UsetheContextPalettetodrawnewelementsontheWhiteboard
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BesurethatthenewStepishighlighted.GotoDetailsandclickGeneraltonameit:
Enter
Pay
Name
DescriptionCustomer completes
credit card payment form
ActivitytypeHuman
Normal
Priority
Figure13.NameanewStepandenteritsGeneralDetails
ClickonActorstodefine:
Select
Figure14.DefinetheActorsforthisStep
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GroupandChoose
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SelectInitiator
Figure15.SelecttheProcessInitiatorastheActorforthisStep
Nowaddtheother2StepsconnectedtoSalesReview.First,Reject.InDetails>General:
Enter
Reject
Name
Description Request is rejected
Activitytype Automatic
Figure16.AddRejectStepanddefineitsGeneralDetails
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Then,MoreInfo.InDetails>General:
Enter inGeneral
More Info
Name
DescriptionSales employee
enters
additional
information
ActivitytypeHuman
Priority
Normal
Figure17.AddMoreInfoStepanddefineitsGeneralDetails
TheninDetails>Actors>Group,selectChoose:
Figure18.ChoosetheGroupofActorsforMoreInfo
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CompletetheAssignActorswizard:
SelectSalesEmployees
ClickFinish
Figure19.SelectthealreadydefinedGroupSalesEmployees
Youlladdtheinformationthatdeterminesthenecessaryconditions(ifthen)foreachofthese3
Transitionpathslater.
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Enter
Name
Version
Description
Web Purchase
1.0
Simple item purchase
from Web site
tutorial example
Figure20.RenamethisPool
Enter
Name
Version
Description
Figure21.RenamethisProcessDiagram
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AsthecustomercompletesthePayStep,he/shewillchoosewhethertheitemistobesentexpress.
ClickPayandusetheContextPalettetoaddanewStep.NameitExpress Delivery.
Enter
Name
Description
Express Delivery
Send item via 3day delivery
Activitytype: Automatic
Figure22.AddExpressDeliveryStepanddefineitsGeneralDetails
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EndthisProcessbyarchivingtheinteraction.AddaStepafterExpressDelivery,gotoDetails>
General,andnameitArchive.
Enter
Archive
Name
Description System archives
record of
transaction
Activitytype Automatic
Figure23.AddArchiveStepanddefineitsGeneralDetails
NowthatalltheStepshavebeendefined,addtheTransitionstoconnectthem.
Asnoexpressdeliveryrequestswillalsobearchived,addaTransitionbetweenPayandArchive.
SelectTransitionfromthePalette,clickPayanddragthearrowtoArchive.
Asrejectedrequestswillalsobearchived,addaTransitionbetweenRejectandArchive.Select
Transition,thenRejectanddragtoArchive.
EndtheprocesshighlightArchiveandaddanEnd.
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Figure24.AddanEndandrearrangetheProcesselementsontheWhiteboard
ThegeneralsequenceoftheProcessisnearlydefined.Nowaddmissinginformationtocompleteit.
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NotethatMoreInfohasaninputbutnooutput.InthissimpletutorialexampleProcess,theoutput
willbereturnedtothesalesemployeesohe/shecanaddinformationandcompletetheapproval.
However,SalesReviewwillthenhavetwoinputs.AGatewilldefinehowtheseinputsshouldbe
treated.SalesReviewcanproceedwitheitherinput,soanXORGateisneeded.
SelectGatefromPaletteandplaceitontheWhiteboard.
ChangeGateTypetoXOR.
DrawTransitionbetweenMoreInfoandGate.
(SelectfromthePalette,clickMoreInfoanddragthe
arrowtoGate.)
DeleteTransitionStartSalesReview(witharightclickor
withDeleteonthekeyboard)
DrawnewTransitionStartGate.
DrawnewTransition Gate SalesReview.
Figure25.AddanXORGate
Note:IfthereisnoXORgatetoresolvemultipleinputs,BonitaOpenSolutiontreatsthemasXORby
default.TheStepwilltakethefirsttoarriveandproceed.
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NotethatSalesReviewhas3outputs,andeachCaseoftheProcesswillfollowonlyoneofthem.
OnewaytodefinehowaProcesswillchoosetofollowwhichpathistodefinespecificDatainthe
DetailsofSalesReview.ThendefineaConditionforeachTransition.
SelectSalesReviewandinitsDetails,addData:
Figure26.AddDatatoDetailsforSalesReview
Inthenextwizard,definetheDatatypeasalist,giveitaname,andaddthelistitems.
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Enter
Decision
Name
Figure27.DefinealistforSalesReview
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Select
Figure28.SelectadefaultvaluefortheList
DefaultvalueApprove
ThelistvariablenowshowsinSalesReview>Details>Data.
Figure29.NewlycreatedData(variable)showsupinDataforthisStep
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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
Figure30.DefineConditionsforTransitions
TheNameofeachTransitionnowshowsontheProcess.Clickanddragtomovethemifyouwish.
Figure31.TransitionNamesappearonWhiteboard
NotethatPayhastwooutputs,too.YoullreturntomodifyitsDetailsinasimilarway.Butfirst
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CompletetheDetails,beginningwithData,fortheglobalProcessWebPurchase.Thisinformation
willbeusedtogeneratetheformthatthecustomercompletestobegintheprocess.Globaldatais
accessibletoanyStepintheProcess;whilelocaldataisavailableonlytotheStepwhereitisdefined.
Add4globalDatavariables:3TextandoneList.ClickontheWhiteboard,SelectWebPurchase
Details,selectData,thenAdd.
Enter
Name
Description
Datatype
Customer Name
Customers full name
Text
Figure32.AddDatatoDetailsforWebPurchaseProcess(globalvariable)
Continue,andAddCustomer PhoneandCustomerEmailasTextvariables.
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Forthelastvariable,addaList.
Enter
Name
Products
Description Available
products
Select
Datatype
Name
List
Promotional
Products
Description Special prices
online
Add
TV
mobile phone
laptop
Figure33.DefinealistforProcess(globallistvariable)
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Figure34.Selectadefaultvalueforthelist
Select
DefaultvalueTV
NotethatWebPurchase>Details>Datanowcontains4globalvariables.
Figure35.NewlycreatedData(variable)showsupinDatafortheProcess
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NowcompletethedetailsfortheMoreInfoandPaySteps:
MoreInfo
ForActors,choosetheGroupSalesEmployeesthatyouhavealreadydefined.
SelectGroupandChoose
SelectSalesEmployees
ThenaddData:
Enter
Comment
Name
DescriptionAdditional information
supplied by sales
employee
Datatype Text
Figure36.AddDatatoDetailsforMoreInfo
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Figure37.NewlycreatedData(variable)showsupinDataforthisStep
Pay
AddData:2textvariablesand1Booleanvariable:
Add2textvariables:
Name:
Credit Card Number
Description: Customer's Credit Card
Datatype: Text
and
Name:
Expiration Date
Description: Card valid until
Datatype: Date
Defaultvalue:Now
AndAddaBooleanyes/noforthechoiceofexpressdelivery:
Name:
Choose Express Delivery
Description: If yes - send express; if no - send regular post
Datatype: Boolean
Defaultvalue:true
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Hereiswhereyou'lldefinetheconditionsforeachoutputpath.
AddifthenConditionsto2Transitions.
SelecttheTransitionbetweenPayandExpressDelivery.
Enter
If yes
Name:
Conditions: Choose_Express_Delivery==true
Figure38.AddaConditiontoaTransition
SelecttheTransitionbetweenPayandGate.ChangeitsnametoIfno.IntheConditionsfield,
enterChoose_Express_Delivery==false.
TheNameofeachTransitionnowshowsontheProcess.
Figure39.TransitionNamesappearonWhiteboard
TheProcessisnowcompleteandreadytodeploy/run.BesuretosaveyourProcess.Runwill
alwaysrunthelastsavedversion.
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ToRun(deploy)yourprocess,clicktheRunicon
fromtheTaskbarorselectRunfromtheMenu
bar.
Afterafewmoments,BonitaOpenSolutionwillpresentaseriesofstatusmessages.The
deploymentissuccessful.NotethatyouareloggedinastheAdmin.
TheProcesscannowrunStepbyStep.TheformsarepresentedinthedefaultBonitaFormand
defaultBonitaWebApplication,whichyouhavenotcustomizedinthistutorial.
DefaultcustomerorderformbeginstheWebPurchaseProcessCase
Figure40.WebPurchaseProcessCaseinitialform(customerorderform)
AteachStep,youcantakeactionasyouhavepreviouslydefinedit.(NotethatyouasAdministrator
aretestingthemanualactionsoftheCustomer(Initiator)atthebeginningoftheProcessandatPay,
andoftheSalesEmployeeatSalesReviewandMoreInfo.)
AsCustomer:fillinorderform
and Submit
Figure41.FillinWebPurchaseProcesscustomerorderformtostartaCase
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TheinformationenteredbythecustomerispresentedforapprovalintheSalesReviewStep.You
cannowApprove,Reject,orrequesttoenterMoreInformation.NotethattheStepcandidates
includetheindividualsyouhaveidentifiedasSalesEmployees,plustheadmin.
AsSalesEmployee:selectMoreInfo
and Submit
Figure42.ChooseaDecisionatSalesReviewStep
AsSalesEmployee:enteradditionalinformation
andSubmit
Figure43.FillinformpresentedatMoreInfoStep
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AsSalesEmployee:selectApprove
andSubmit
Figure44.Fillinformpresented(again,afteriteration)atSalesReviewStep
AsCustomer:FillinCreditCardNumberandExpiration
Date,selectExpressDeliveryandSubmit
Figure45.FillinformpresentedatPayStep
Notethatatthisstep,theformwouldbepresentedtotheInitiator,butbydefaulttheadminhas
accesstoactivateit.
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Processcompleted.GotoUserExperience
Figure46.WebPurchaseCasecompleted
ClickonBonitaUserExperience(circledinred)toopen.
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UseBonitaUserExperiencetorunmultipleCasesofthisProcess.Notethatyoucanalsoopenthe
ontheTaskbarinBonitaStudio.
UserExperiencebyclickingontheUserXPicon
Yourinboxnowcontainsarecordofalltheactionsyouhavebeeninvolvedin.Youcanlookatthese
actionsatanytime.
ClickonWebPurchaseintheinboxtoexpandit
Figure47.BonitaUserExperiencewithcompletedWebPurchaseProcesstestCase
TheWebPurchaseProcessshowstheStepsexecutedinyourtestCase
Figure48.WebPurchaseProcesstestCaseexpanded
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ToseetheentireProcess,includingAutomaticSteps,Start,End,andGates,gotoAdmin>Caseson
theleftsideofthewindow.AgainclickonWebPurchasetoexpandit.
ClickonCaseAdmintoseetheCasehistory
Figure49.SeetheentireCaseHistorywiththeAdminfunction
TorunthisProcessagain:
ClicktheCaseWebPurchase underStartacasetorunanother
Figure50.StartanotherCasefortheWebPurchaseProcess
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TheProcessstartsagainwithanewCase.
Figure51.FillinWebPurchaseProcesscustomerorderformtostartanewCase
TryrunningseveralCasestotrydifferentchoicesateachStep.
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Summary
YouhaveusedonlysomeofBonitaOpenSolution'sfunctions,specifically:
ThegraphicalinterfacesofBonitaStudio,tocreateacompleteProcessby
drawingStepsandassigningthemasHumanorAutomatic;
assigningActorstoHumanSteps;
addingglobalvariablestotheProcessandlocalvariablestoSteps,whichinturnhavebeen
usedtocreateinteractiveforms;
o definingtextandlistvariables;
o definingaBooleanvariable;
definingConditionsonTransitionstomanagemultipleoutputchoicesfromaStep;and
definingaGatetomanagemultipleinputstoaStepinaniteration.
TheformsinterfaceofBonitaUserExperience:
toRunacompletedProcessandenterinformationintotheinteractiveformscreatedfrom
yourvariables.
TheemaillikeinterfaceofBonitaUserExperience:
toseethecompletedCaseSteps;
toconsulttheCasehistory
toRunanadditionalCase(ortwo,orseveral)ofyourProcess.
IfyouexploreabitmoreinBonitaOpenSolution,youwillfindotherfunctionalitiesnotaddressedin
thisQuickStartforexample,intheDetailsforaStep,youcandefineConnectorstolinktoexternal
databasesandtomessagingsystems;youcancustomizethewaydataispresentedinForms;and
muchmore.
ForanexpandedexplanationofthefunctionalitiesinBonitaOpenSolution,seetheBonitaOpen
SolutionUserGuide.
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!
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