Open Horizons - Vibe: Run, Rabbit Run

9/13/2016

@ copyright Diethmar Rimser, 2016 11

Vibe – Run, Rabbit Run

Diethmar Rimser

© Open Horizons. All rights reserved. Diethmar Rimser 2016, 2

About this Session

This is a real business use case.

Because of internal company changes only externalpeople will take care of IT requests.

A tool which• forwards requests to the right people including notification,

• makes it easy to check status and supports escalation,

• and is easy to use.

Vibe includes many features - in this case „workflowand forms“ is a fancy solution, isn‘t it?

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Agenda

● General/Background● Workflow basics

● Business Case

● Implementation

● Conclusion

Business Use Case

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Request

• No local IT administrator

• No local helpdesk

• External people will take care of requests, solveproblems and deliver required services

• Not only one single contact – even not only onecompany

• External service team:• Sometimes lack of availability

• Sometimes lack of communication

• Sometimes lack of feedback


Brainstorming …

Elements• Inbox

• Who is responsible?

• Do it!

• Did it.

New form• Who

• Priority

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Brainstorming …

Three boxesInbox

In Progress

Archive

Move items from box to boxWorkflow

Form

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Form

Form/View Designer – Entry Definition

Describe Workflow Concepts

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What is Workflow?

• How does work flow?

• Workflows are processes that already exist in your business.


Workflow Definition

• The path and systems used in the linked flow of activities with a specific start and finish that describe a process.

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Create a Workflow


Defining Workflow Terms

• States

• Transitions

• Notifications

• Access Controls

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Viewing an Existing Workflow

1. Form/View Designer

• Site based

• Local based

2. Expand Workflow Processes .

3. Select the workflow you want to view.


The Design Area

• The Workflow Designer has two sections:

– The top section is the Design Area.

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The Workflow Preview

– The Workflow Preview at the bottom displays a graphical representation of the workflow design.


Elements of a Workflow

• The general relationships between the elements are:

– Workflow process

> Add States or Parallel Workflow Thread

> Modify Initial or End State

– States

> Set up On Entry or On Exit events

> Configure Workflow Questions

> Add Access Controls

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Transitions

• Transition types:

– Immediate Transition

– Manual Transition

– Transition After Time Elapsed

– Transition on a Variable

– Transition on a Comment or Reply

– Transition on Data Entry Values

– Transition on Modify

– Transition on Response

– Wait for Parallel Thread(s) to End


Access Controls

• Access controls can be assigned at the:

– Workflow level

– State level

• Access controls define what can be done to the entry in this state and who can do it.

• Access control types:> Delete Access

> Modify Access

> Read Access

> Transition Into This State

> Transition Out Of This State

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Summary

State 1

State 2


Summary

State 1

State 2

Transition

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Summary

State 1

State 2

Transition

On Exit

On Entry


Summary

State 1

State 2

Transition

On Exit

On Entry

Access Control

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My Workflow


My first Approach

A ticket „flows“ from entrance via „In Progress“ to „Archive“.

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Phase I

Ok, cool. It‘s working.

But if a ticket takes too much time?

Escalation!


Phase I

Using conditional transitionsTransition after Time elapsed!

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Phase II

Notify peopleNotify team if a new ticket has been entered

Notify responsible people

Notify …?


Phase II

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Phase III

Is there a possibility to support priorities?

Depending on priority – different escalation states.

I use „Entry Data“


Phase III

Set a beginning point

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Phase III

Change the waiting cycle depending on priority.


Final Phase?

Adding Access Controls

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Additional Work

Move item from folder to folder

Inbox listens to mails


Time to test

Notification is working?

Folder to folder move is working?

Escalation is working?

Escalation depending on priority is working?

…

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Conclusion


Ressource Library & Sandbox

Check this ressource!

Forms, workflows, sample workspaces.

Download, adjust and use!

Use sandbox to find out if you will like it!

vibe.novell.comSee complete library at:

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Conclusion

This request – a very interesting project!

Especially priority escalation was interesting (without programming).

In the beginning the responsible administrator was not really convinced but now he trusts this workflow!

A Short Session here,

but an AdvancedWorkshop at Our

OH Summit!

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Open Horizons - Vibe: Run, Rabbit Run

Technology

Transcript of Open Horizons - Vibe: Run, Rabbit Run