Org Chart for Alfresco

Org Chart in Alfresco

• If the company is big, you have an org chart hierarchy in real life and need it in Alfresco

Org Chart in Alfresco

• Org chart UI allows to browse units and roles and understand who is responsible for what

Use Case #1: Task Assignment• Oh. Wait. Who is responsible for that? I do not

know the name.

Org Chart Picker• Org chart picker can be used in workflows to find a

person in charge in company structure by role

Org Chart Picker Configuration

• It is really simple to configure – you just add one line into share config

<field id=“alvex:reviewer" label-id="alvex.workflow.bpm_assignee“ set="assignees">

<control template="/com/alvexcore/orgchart-picker.ftl" /></field>

• That's it! Now Share will render org chart picker to choose alvex:reviewer from company structure.

Use Case #2: Role-Based Tasks

• Sometimes you need pre-defined assignees for certain tasks in workflow

• If an employee is going to business trip, two approvals are required – from the manager (who is directly responsible for daily business) and from accountant (who will pay the expenses after all).

Role-Based Tasks Are Context-Aware

• Who is the manager and who is the accountant depends on where the employee is in company structure – the roles are context-aware in real life

Role-Based Tasks Are Context-Aware

• Who is the manager and who is the accountant depends on where the employee is in company structure – the roles are context-aware in real life• Just users / groups are not enough, they are fixed and do

not take workflow context into account

<userTask id="managerReview"activiti:assignee=“Head Office->Department One::Manager ">

Org chart unit is setexplicitly by name

Role-Based Tasks: Simple Example

Role-Based Tasks: Context Awareness

<userTask id="managerReview"activiti:assignee=“{0}::Manager">

Determine org chart unitcurrent user belongs to

Role-Based Tasks: Relative Addressing

<userTask id="managerReview"activiti:assignee=“{-1}::Manager">

Org chart unit one step up from The unit current user belongs to

Role-Based Tasks: Roles Inheritance

In real life we never have every role set for each org chart unit. Mostly roles are defined for org chart branch, configured for the unit on the top and are meant to cover the whole branch.

Role-Based Tasks: Roles Inheritance

<userTask id=“accountantReview"activiti:assignee=“{0}::Accountant">

There is no accountant set for this unit. Org chart will search up the tree to find accountant 'inherited' from upper level.

Use Case #3: Out-of-Office• Last but not the least – out-of-office option and

roles delegation

Separate Delegations for Each Role

If you are team lead for some group and member of the board at the same time – most probably when you are out of office you need to delegate these duties to different people.

Separate Delegations for Each Role

If you are team lead for some group and member of the board at the same time – most probably when you are out of office you need to delegate these duties to different people.

Delegations Are Transparent for Workflows• If you are out of office – new tasks will take roles

delegation into account and will be routed to the users who are appointed to replace you.

Delegations Are Transparent for Workflows• If you are out of office – new tasks will take roles

delegation into account and will be routed to the users who are appointed to replace you.

• Who is responsible for 'Accountant' role for this unit? - Danny• Is Danny available? - No, he is out of office now• Who replaces Danny for this role? - Emma• Task is assigned to Emma

Org Chart Usage and APIs

• Default org chart usage• Web-based GUI for administration• Org chart picker to appoint users from company structure• Role-based task assignment in workflows

• Org chart APIs for your customizations• Java API• JavaScript API (root scope object ‘orgchart’)• REST API

Org chart extension is part of Alvex

Download and use:http://www.alvexcore.com/

Documentation:http://docs.alvexcore.com/

Fork on Github and join development:https://github.com/ITDSystems/alvex

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