Review/Approval loop

[djs_arch]

Hi,

I have installed/configured OpenKM Community edition 6.2.4 on 64-bit RHEL and integrated with OpenLDAP for authentication. All is working fine but I am struggling with how to construct a workflow. I am not a developer and before I try to install eclipse and configure all plugins etc., I would like some advice.

I would like to create a simple workflow which I can attach to all files or folders. When exercising this workflow each time a document is created or updated the document must be reviewed by User(s) whom the author/editor can select from the authorized users. The document will not progress until the reviewer(s) has read and passed it. Subsequently the document will move to the approval task where again, the author can select a User(s) from the authorised users to approve. Then and only then is the document accessible to all.

Is this possible in my configuration? Can you advise best way to generate this? Do you need any additional information?

Appreciate your help (apologies cross-posted in French Users - Configuration - by mistake)

regards,
djs

[jllort]

Normally the reviewer is not assigned by who start the workflow, the creator. It's strange case, normally depending on document type is assigned to a user or a group of users to be reviewed. A group of users in jbpm is a pooled actors ( there're some example ), than means is assigned to N actors at same time, and one of them decide to review ( that's the idea of pooled actors ), then will be the revisor of that stage.

What you want, I think, is get some user list, select one from the list and the that be the actor in next task. This is similar than type of document, depending then workflow is assigned to be reviewer to one user or other.

[djs_arch]

Hi jllort,

Thank you for your response. I proceeded with installation of Eclipse and followed your tutorial here http://www.youtube.com/watch?v=3h4R8AoN ... e=youtu.be
I have configured Maven, Subeclipse, downloaded and installed OpenKM as per instructions. However, I find the documents confusing regarding the workflow creation as they refer to jboss dev studio and I
have installed Eclipse. What do I need to install now in Eclipse to create workflows -is it just the jbpm from sourceforge or do I install jboss packages from the Eclipse marketplace? Can you please specify?

Regards,
djs

[jllort]

I suggest you download the JBoss Developer Studio 5.x which comes with all plugins you need and simply install, you can find here http://wiki.openkm.com/index.php/Workfl ... _Resources

[alexwgordon]

Hi all,

Has anyone been able to create a workflow similar to what OP was describing?? I would love to be able to do this! Basically it would go like this:

1. Upload a file
2. Receive prompt that it needs approval
3. Select either a pool of actors or a specific user to review
4. Reviewer says document is Approved or Needs Revision or cancels (deletes) doc from openKM
5. If it needs revision, can be re-uploaded and re-submitted.
6. Once it's fully approved, is accessible to everyone

This could be in a specific folder or in all folders. If it's in a specific folder, have the option to move the file to it's desired location.

Any thoughts, advice, or anything on this?? Thanks everyone!!

[jllort]

First I suggest you use openkm portable https://sourceforge.net/projects/openkmportabledev/ you'll find there all workflow sample.

About automatically starting workflow after uploading a file, I suggest take a look at automation:
http://wiki.openkm.com/index.php/Automation
http://wiki.openkm.com/index.php/Enable_automation
http://wiki.openkm.com/index.php/Extend_automation_6.0

My suggestion is build your workflow step by step, do not try building complete and then validate. Building workflows is not a trivial task a need you spend some days to understanding how doing it.

[alexwgordon]

Great advice! I'm going to take a look a those pages and see what I can muster up. I've been working on the workflow for a bit. Not quite sure how to handle the upload (update)/download/deletion(remove from OpenKM) portion. Any more links for those? Thanks again jllort!

[jllort]

When you have success on starting workflow after uploading a document I can share with you more links, but I think is better going step by step.