BPM with Bizagi (Part 1)

Credit:
http://download.bizagi.com/myfirstandsecondprocess/myfirstprocess/english/Workshop%2
0for%20Product%20Evaluation.pdf

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 Getting to Know Bizagi

• Modeling

• Building

• Executing

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 Vacation Leave Request Case

• Scope
• focuses on controlling
vacation requests of the
organization, from the
initial request up to its
approval or rejection.
Credit:
http://www.friendshipcircle.org/blog/2015/08/03/6-tips-
for-enjoying-a-splendid-vacation-with-a-child-that-has-
special-needs/

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 Vacation Leave Request Case

• Description
• The process starts when an employee of the organization
submits a vacation request.
• Once the requirement is registered, the request is received
by the immediate supervisor; the supervisor must approve
or reject the request.
• If the request is rejected the application is returned to the
applicant/employee who can review the rejection reasons.
• If the request is approved a notification is generated to the
Human Resources representative, who must complete the
respective administrative procedures.

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MODEL THE PROCESS

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 Model the Process
• Open Bizagi Process Studio. Select DefaultBizagiProject.

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 Model the Process
• Select Model Process from the Wizard. The modeler will open.

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 Model the Process
• Model the following process.

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 Model the Process
• To name a process, right-click on the Pool and select Edit Text.
Type Vacation Leave Request.

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 Model the Process
• Change the name of diagram, double-click on Diagram name
and type Vacation Leave Request

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 Model the Process
• Drag and drop Lane

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 Model the Process
• Create Lanes for Employee, Supervisor, and Human Resources
Administrator

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 Model the Process
• Drag and drop a Milestone to add Phases

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 Model the Process
• Rename a Milestone to Register and add a new Milestone and
name it Approval.

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 Model the Process
• Create the following model

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 Model the Process
• Right-click on the Verify available days Activity and transform
it to a Service Task. Then save your model.

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 Build the Process
• Go to Edit the process, then enter the Description of the
process.

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 Build the Process
• Define the duration, then close the Properties window.

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 Build the Process
• Right-click on Register Leave Request Activity and select
Properties.

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 Build the Process
• Enter a Description and a Help Text. The help text will be
displayed to the end user when the Activity is executed in the
Work Portal.
• Description:
• This Activity allows the employee to enter the vacation request details.
• Help text:
• Include all the information in your vacation request.

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 Build the Process
• Click on Duration and
enter the time as shown
below. Then, close the
Properties window of
the Activity

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 Build the Process
• Configure the following properties for each Activity.
• Then save your work.

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 Process Data
• Create data model. This includes all the information that
automated Process will need to display in the Work Portal and
to request form end users.
• The Vacation Leave Request Process includes:

• Request date • Supervisor

• Employee • Flag (yes/no) for approved vacations
• Vacation start date • Rejection reason
• Vacation end date • Payroll code
• Number of business days requested • Administrative task date
• Number of available days

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 Process Data
• Go to second step of the Process Wizard and select Model
Data.

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 Process Data
• Add new entity named VacationLeaveRequest

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 Process Data
• Right click on the entity and select Edit Attribute List.

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 Process Data
• On Attribute List window, click Add. Create following
attributes.

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 Process Data
• Create attribute that relates to other Entity name Reject
Reason.
• Select Type as Parameter, then click New Entity…

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 Process Data
• Note that user must define if the entity’s values will be
managed in the Production Environment by end users, via the
Work Portal. If not, the entity’s information will remain hidden
for end users.
• In this case Reject Reason will be manageable in the
Production Environment because its values do not determine
the Process flow. They are just shown for informative reasons.

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 Process Data
• Attribute window will open.
• Create Reject Reason of type String having length 100.

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 Process Data
• Enter a Display Attribute for the entity.

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 Process Data
• A Summary window. Click Finish to return to the Attribute List.

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 Process Data
• The entity Vacation Leave Request is also related to a user
entity.
• Bizagi already has user entity as a built-in entity as WFUser.
• Add an attribute Employee and relate to WFUSER.
• For this example, the entity will be used to store all the
information related to the employee requesting the leave.
This entity can be found under System entities.
• Display Name: Type Employee.
• Type: Enter data type. Entity – System – WFUSER

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 Process Data
• Employee entity.

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 Process Data
• A complete Attribute List window.

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 Process Data
• When you click Finish, the data model is complete.
• Right click on the Vacation Leave Request and select the Add
Related Entities. The complete diagram will appear. Save and
close the window.

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 Form Creation
• Bizagi allows creating the form by drag and drop and
associating a form with each one of human activities of the
process.

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 Form Creation
• Go to the third step of the wizard, Define Forms
• You’ll see a diagram where only user Tasks are available to
create Forms in. User Tasks that have no forms associated will
be highlighted with an exclamation mark.
• Click Register Vacation Request Activity

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 Form Creation
• The screen to create a form appears.

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 Form Creation
• Click on the Controls tab to include a Group. Drag and drop a
Group to the DROP HERE section.

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 Form Creation
• Double-click on it and type Request information. Then click on
the Check icon.

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 Form Creation
• Go to the Layout tab to include a layout. Layouts help
distribute the information and make it more appealing.
• Drag and drop one 50%-50% layout into the DROP HERE
section within the Group.

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 Form Creation
• Click on the Data tab to include the attributes in the layouts.
Drag and drop the elements from the Data Model.

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 Form Creation
• Create the field of Request Date by drag and drop the
attribute.

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 Form Creation
• Set the field to be read only and not required. Click at the
Gear icon, the data properties will open on the left panel.

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 Form Creation
• Drag and drop the Employee attribute in the second quadrant
of the layout. This field must be read only. The Editable
property and select the cross mark. This will make the control
read only.

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 Form Creation
• The Employee attribute is related to the WFUSER system
entity. Therefore, it is necessary to relate a Display Attribute.
Locate the Display attribute property, and select fullName.

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 Form Creation
• Go back to the Data tab. Drag and drop the following
attributes from the Data Model as shown below. Start date –
End Date – Business days requested.
• These fields are mandatory. Select them all holding down the
CTRL key. Select the Check mark on the Required property.

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 Form Creation
• Save the form and close it. Then return to the process wizard.

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 Form Creation
• Select Approve Vacation Request Activity.
• We will use the Copy From option to help us design faster.

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 Form Creation
• Make the Controls Start date, End date and Business days
requested read only.

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 Form Creation
• Add a new Group under the existing one and change its name
to Approval information.

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 Form Creation
• Insert the following control.
• Available days: must have the Editable property set to False.
• Approved: the Required property should be set to True since this field
is mandatory.
• Reject reason
• Rejection comments
• Employee´s Supervisor: Locate the Employee attribute in the data
model. Expand it and drag and drop Employee - idBossUser – fullName
attribute to the form. This control must be read only. Change the
display name by double-clicking the Control and typing: Employee’s
Supervisor.
• Then save your work.

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 Form Creation

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 Form Creation
• Create a form of Register Vacation Leave Activity as follows:
• Copy a form of Approve Vacation Request Activity.
• Change the Editable property to not editable for all Controls, in their
Properties.
• Insert a Group on the bottom of the Form and change its name to
Register leave request.
• Then, include a 50%-50% Layout on the group, by going to the Layout
tab and dragging and dropping the layout in the new group.
• Drag and drop the attributes Administrative task date and Payroll code
to each side of the new layout. Make them both mandatory (Required
property).
• Save your work.

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 Form Creation

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 Form Creation
• Create a form of Inform Reject Reason Activity as follows:
• Copy a form of Approve Vacation Request Activity.
• Set the Editable property to False for all fields.
• Save your work.

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