Workflow - Administration Guide

21 March 2016

Table of Contents

© Copyright 2003-2019 by TECHNIA AB

All rights reserved.

PROPRIETARY RIGHTS NOTICE: This documentation is proprietary property of TECHNIA AB. In accordance with the terms and conditions of the Software License Agreement between the Customer and TECHNIA AB, the Customer is allowed to print as many copies as necessary of documentation copyrighted by TECHNIA relating to the software being used. This documentation shall be treated as confidential information and should be used only by employees or contractors with the Customer in accordance with the Agreement.

This product includes software developed by the Apache Software Foundation. (http://www.apache.org/).

2. Introduction

The TVC Workflow feature adds a set of functionality that allows users to collaborate around ENOVIA™ process in various ways. Some of the features are:

  • Workflows in context of ENOVIA™ objects

  • Real time notifications on workflow events

  • Inbox to view received tasks

  • Approve or reject a task

2.1. System Requirements

The following is a list of the requirements for the installation of this TVC. If your system is different, consult Technia before installing. For best performance it is recommended to use the latest version of browsers and application servers.

  • Requires ENOVIA™ V6R2013 or any later version.

  • Application Server according to the ENOVIA™ core product requirements that is also in the list of supported platforms for the Atmosphere framework (see disclaimer below).

    • If you are using multiple application servers, you must read the next chapter.

  • For the Exalead™ powered features you need to install and setup Exalead

Disclaimer: This feature uses a framework called Atmosphere for sending notifications from the server to the clients. This framework supports a wide range of browser and app servers. We will not be able to add support for browsers and/or app servers that is outside of this frameworks support. Also we might not be able to fix issues that could appear in the usage of this framework. See following pages for a list of this frameworks supported platforms and known issues:

Web browser IE11 in IE9 mode is not supported.

2.2. Multiple Application Servers

Many environments are scaled horizontally to support a larger amount of users. When having > 1 application server you need to use a load balancer that can divide the users across these application servers somehow.

The Collaboration component uses the web socket technology for setting up persistent connections between clients and servers and this technology has a completely different analogy than the traditional request/response paradigm used in HTTP/HTTPS communication. This will have some impact on your infrastructure since your load-balancer must be able to deal with web sockets correctly.

Technia cannot support every possible infrastructure combination. We can however share information how we have tested it, on what software’s and our configurations. To enable this feature in your own environment / setup-combination you must consult the documentation of your infrastructure components.

2.3. App-to-App-Server Communication

Since users in fact are connected to different application servers, but still should be able to receive notifications from other users – there is a need for the application servers to be able to speak with each other.

There are currently two different implementations available that solves this, one of the implementation uses HTTP communication between the servers and the second implementation uses the Open Source library named Ehcache. The latter is the default communication strategy.

The choice of strategy is defined with a TVC init-parameter. The name of the parameter and the possible values are shown below:

tvc.collaboration.appServerNotificationStrategy = ehcache | http

2.3.1. Ehcache™

The Ehcache™ component allows us to setup caches which are replicated among all the other application servers in the same cluster. This replication is done via the RMI protocol and each application server in the cluster is joining a TCP multicast-group.

The strategy of this implementation will try to automatically setup the network communication, but, there are some init-parameters that you may want to fine-tune for some reason or other.

For example, the port that we bind to is automatically picked by selecting a random free port within a specified range. Most likely, you want to define the port manually and in some cases also the network interface to bind to. If your host has multiple network interfaces you might need to specify the host name also. By default, the host name is resolved via the Java API:

InetAddress.getLocalHost().getHostAddress()

Defining the port and host can be done either with JVM system parameters OR TVC init parameters. The parameter name is the same regardless if you define them as a JVM system parameter or as a TVC init parameter. Below is an example how to define as JVM system parameter.

-Dtvc.collaboration.cache.listener.hostName=172.16.16.100
-Dtvc.collaboration.cache.listener.port=2010

The table below shows the additional TVC init parameters that you may want to change in some cases.

Init Parameter Name Description Default Value

tvc.collaboration.cache.listener.portRangeStart

If you have defined a port explicitly as described above, this parameter can be ignored.

Defines the lowest port number that we will try to use.

4001

tvc.collaboration.cache.listener.portRangeEnd

See above. Defines the highest port number that we might use.

41020

tvc.collaboration.cache.listener.socketTimeoutMillis

The number of milli-seconds client sockets will wait when sending messages to this listener until they give up.

2000

tvc.collaboration.cache.provider.multicastGroupAddress

The multi-cast address to be used.

230.0.0.1

tvc.collaboration.cache.provider.multicastGroupPort

The multi-cast port to be used.

446

tvc.collaboration.cache.provider.timeToLive

You can control how far the multicast packets propagate by this setting. Using the multicast IP protocol, the timeToLive value indicates the scope or range in which a packet may be forwarded.

By convention:

  • 0 is restricted to the same host

  • 1 is restricted to the same subnet

  • 32 is restricted to the same site

  • 64 is restricted to the same region

  • 128 is restricted to the same continent

  • 255 is unrestricted

1

tvc.collaboration.exalead.cache.replicateAsynchronously

whether replications are asynchronous (true) or synchronous (false)

false

2.3.2. HTTP Communication

When selecting the HTTP communication approach, each app-server must be able to connect to the other app server(s) in the cluster via HTTP. The implementation will try to identify the URL of the Application server automatically, but, this might in many cases fail due to the setup of load-balancers / proxies and hence you must inform each application server about their own HTTP address. This is done easiest by providing a JVM system parameter to the application server as shown below:

-Dtvc.collaboration.appServerURL=http://the-appserver-machine:8080/enovia

2.4. Test Scenario

Technia have during the development of the Collaboration component tested on a setup using an Apache HTTPD server acting as a load-balancer and behind having a couple of app servers running Apache Tomcat. All on a Windows 7 host.

The Apache HTTPD server has lately improved their support for web-socket tunneling, and we were using the version 2.4.10.VC11 (64 bit).

The Apache Tomcat versions were 7.0.56 (64 bit).

Below are the configurations we made. Note that we only provide these as examples and you should and might need to adjust them to your needs.

2.4.1. Apache HTTPD Configuration

The modules we explicitly enabled were:

  • proxy_module

  • proxy_ajp_module

  • proxy_balancer_module

  • proxy_wstunnel_module

  • lbmethod_byrequests_module

  • lbmethod_bytraffic_module

  • slotmem_shm_module

Proxy configuration

<Proxy balancer://ws>
BalancerMember ws://inv3373:8080 route=t8009
BalancerMember ws://inv3373:8081 route=t8010
ProxySet lbmethod=bytraffic
ProxySet stickysession=JSESSIONID
</Proxy>

ProxyPass /enovia/collaboration/communication balancer://ws/enovia/collaboration/communication

<Proxy balancer://ajp>
BalancerMember ajp://inv3373:8009 loadfactor=1 route=t8009
BalancerMember ajp://inv3373:8010 loadfactor=1 route=t8010
ProxySet lbmethod=bytraffic
ProxySet stickysession=JSESSIONID
</Proxy>

ProxyPass /enovia balancer://ajp/enovia

2.4.2. Tomcat Configuration

Each Tomcat instance were started up using a dedicated start script. Since they were all running on the same machine, we had to configure the ports per instance.

In that start script we configured a number of CATALINA_OPTS as shown below.

set CATALINA_OPTS=-Dtvc.collaboration.appServerURL=http://localhost:8080/enovia
set CATALINA_OPTS=%CATALINA_OPTS% -Dtomcat.server.port=8005
set CATALINA_OPTS=%CATALINA_OPTS% -Dtomcat.http.port=8080
set CATALINA_OPTS=%CATALINA_OPTS% -Dtomcat.redirect.port=8443
set CATALINA_OPTS=%CATALINA_OPTS% -Dtomcat.ajp.port=8009

The Tomcat server.xml file were changed (note for readability, only changed parts included):

<Server port="${tomcat.server.port}"

<Connector port="${tomcat.http.port}" redirectPort="${tomcat.redirect.port}" />
<Connector port="${tomcat.ajp.port}" protocol="AJP/1.3" redirectPort="${tomcat.redirect.port}" />

<Engine name="Catalina" defaultHost="localhost" jvmRoute="t${tomcat.ajp.port}">

2.4.3. Apache HTTPD Websocket Proxy Configuration

If apache is used to proxy the request to the tomcat server, websocket request could be dropped. Websocket communication is required for collaboration myspace to work properly.

Following is the configuration done in one of the httpd.conf used in apache with ENOVIA 2017x to proxy websocket requests.

3DSpace_httpd_fragment.conf

# to be added in <VirtualHost _default_:443> section of httpd-ssl.conf
RequestHeader set X-Forwarded-Proto "https"
RequestHeader set X-Forwarded-Port "444"

# TVC Collaboration Websocket configuration Starts

LoadModule proxy_module modules/mod_proxy.so
LoadModule proxy_wstunnel_module modules/mod_proxy_wstunnel.so

RewriteEngine on
ProxyRequests Off
ProxyPreserveHost on

ProxyPass /3dspace/collaboration/communication ws://localhost:8090/3dspace/collaboration/communication
ProxyPassReverse /3dspace/collaboration/communication ws://localhost:8090/3dspace/collaboration/communication

# TVC Collaboration Websocket configuration Ends

ProxyPass /3dspace http://localhost:8090/3dspace
ProxyPassReverse /3dspace http://localhost:8090/3dspace

In Enovia versions which are higher than 2017x and using location-based httpd configuration, proxy pass entries can be added in 3DSpace_httpd_fragment.conf in following way.

# TVC Collaboration Websocket configuration Starts

<Location /3dspace/collaboration/communication>
ProxyPass ws://localhost:9080/3dspace/collaboration/communication
ProxyPassReverse ws://localhost:9080/3dspace/collaboration/communication
</Location>

# TVC Collaboration Websocket configuration Ends

3. Installation

After installing TVC, you must perform three tasks in order to take this feature in to use.

3.1. Task 1 – Modifying emxNavigator.jsp

The first task is needed in order to include some functionality within the "emxNavigator.jsp" page (resides in the common folder in your application directory). The only change needed in this file, is to add a single line of code.

Just after the "body" element tag, add the line below (shown in bold):

<body ...>
<%@include file = "/tvc/collaboration/emxNavigator.jspf" %>
...

3.2. Task 2 – Modifying emxNavigatorDialog.jsp

The second task is needed in order to include some functionality within the "emxNavigatorDialog.jsp" page (resides in the common folder in your application directory). The only change needed in this file, is to add a single line of code.

Just after the "body" element tag, add the line below (shown in bold):

<body ...>
<%@include file = "/tvc/collaboration/emxNavigator.jspf" %>
...

3.3. Task 3 – web.xml

The third task needed is the registration of the Atmosphere servlet that is used for sending notifications from the server to the client (https://github.com/Atmosphere/atmosphere). The following lines should be added to web.xml

<servlet>
    <servlet-name>AtmosphereServlet</servlet-name>
    <servlet-class>org.atmosphere.cpr.AtmosphereServlet</servlet-class>
    <async-supported>true</async-supported>
    <init-param>
        <param-name>org.atmosphere.cpr.packages</param-name>
        <param-value>com.technia.tvc.collaboration.core.io</param-value>
    </init-param>
    <init-param>
        <param-name>org.atmosphere.annotation.packages</param-name>
        <param-value>com.technia.tvc.collaboration.core.io</param-value>
    </init-param>
    <load-on-startup>5</load-on-startup>
</servlet>
<servlet-mapping>
    <servlet-name>AtmosphereServlet</servlet-name>
    <url-pattern>/collaboration/*</url-pattern>
</servlet-mapping>

The following system properties could be used to control atmosphere client behavior. The browser cache need to be cleared after the change of these properties.

Property Description Default Value

tvc.collaboration.atmosphere.reconnectInterval

Duration in millisecond to reconnect the Atmosphere transport client to the server

60000

tvc.collaboration.atmosphere.maxReconnectOnClose

Number of attempts to reconnect the Atmosphere transport client to the server

60

tvc.collaboration.atmosphere.transport

Transportation technology to be used by Atmosphere client (websocket/long-polling)

websocket

tvc.collaboration.atmosphere.transport.fallback

Fallback transporation technology in case of absence or failure of primary transporation technology

long-polling

3.4. TVC Stand-alone Pages

Collaboration panel are also rendered in stand-alone tvc pages like /launchFromPortal, /loadCategoryTopPanel, /loadTopPanel and /searchBasedTable based on configuration.

Following is the default configuration.

tvc.core.collaboration.inject.pages=launch-portal|top-panel|category-panel|search-table

If collaboration panel injection is not required on any of the supported pages, that page can be removed in the configuration.

tvc.core.collaboration.inject.pages=top-panel|category-panel

Even on the supported stand-alone pages, Collaboration panel is rendered by default only if the page is top most.(Popup or browser tab)

That behavior could be changed with the following property configuration.

tvc.core.collaboration.inject.top.only=true

This could be used in application where emxNagivator.jsp is not configured with collaboration and tvc pages only used for navigation.

image

Figure: Collaboration panel for /launchFromPortal

image

Figure: Collaboration panel for /loadTopPanel

image

Figure: Collaboration panel for /loadCategoryTopPanel

image

Figure: Collaboration panel for /searchBasedTable

3.5. Provider

There are three built-in providers available in Collaboration. They are "config"(default), "enovia" and "exalead". The provider value can also be a class full-name which extends "com.technia.tvc.collaboration.core.model.Provider". The provider can be configured as below.

tvc.collaboration.providerClass=config

The default "config" provider enables possibility to have Discussion and Workflow components run in different mode.

tvc.collaboration.discussion.mode=exalead
tvc.collaboration.workflow.mode=enovia

The other "enovia" or "exalead" provider makes both Discussion and Workflow run in same mode.

3.6. Exalead™

In order to use any of the features that requires Exalead you need to install Exalead and set it up for collaboration. To enable Exalead for Collaboration there is a TVC Init parameter that needs to be set.

tvc.collaboration.providerClass=exalead

or

tvc.collaboration.providerClass=config
tvc.collaboration.discussion.mode=exalead
tvc.collaboration.workflow.mode=exalead

In order for Exalead to know what data to index for Collaboration the following needs to be added to your Exalead index configuration file.

<BOTYPEFIELDS name="TVCCollaborationSet">
    <FIELD name="TVC_COLLAB_SET_TYPE" select="type" type="STRING" />
    <FIELD name="TVC_COLLAB_SET_ID"
        select="program[TVCCollaborationIndex -method getSetId ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_SET_OWNER" select="owner" type="STRING" />
    <FIELD name="TVC_COLLAB_SET_CONTEXT_ID"
        select="program[TVCCollaborationIndex -method getSetContextIds ${OBJECTID}]"
        type="STRING" />

    <FIELD name="TVC_COLLAB_NOTIFICATION_USER_NAME"
        select="program[TVCCollaborationIndex -method getSelectDataList ${OBJECTID} 'to[TVC Collaboration Notification].from.owner']"
        type="STRING" />
    <FIELD name="TVC_COLLAB_NOTIFICATION_USER_TAGS"
        select="program[TVCCollaborationIndex -method getNotificationUserTags ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_NOTIFICATION_CATEGORIES"
        select="program[TVCCollaborationIndex -method getNotificationCategories ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_NOTIFICATION_STATUS"
        select="program[TVCCollaborationIndex -method getNotificationStatus ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_NOTIFICATION_UNREAD_USERS"
        select="program[TVCCollaborationIndex -method getNotificationUnreadUsers ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_FOLLOWUP_USER_NAME"
        select="program[TVCCollaborationIndex -method getSelectDataList ${OBJECTID} 'to[TVC Collaboration Followup].from.owner']"
        type="STRING" />
    <FIELD name="NAME"
        select="program[TVCCollaborationIndex -method getSetSortValue ${OBJECTID}]"
        type="STRING" fastsort="true" />
</BOTYPEFIELDS>

<BOTYPE name="TVC Collaboration Thread" includes="TVCCollaborationSet,TVCCollaborationThread" />

<BOTYPEFIELDS name="TVCCollaborationThread">
    <FIELD name="TVC_COLLAB_THREAD_CLOUDS"
        select="program[TVCCollaborationIndex -method getClouds ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_FIRST_MSG_SENT_FROM" select="from[TVC Collaboration First Message].to.owner"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_FIRST_MSG_SENT_TO"
        select="program[TVCCollaborationIndex -method getSelectDataList ${OBJECTID} 'from[TVC Collaboration First Message].to.from[TVC Collaboration Sent To].to.owner']"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_HAS_ATTACHMENT"
        select="from[TVC Collaboration First Message].to.format.hasfile"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_IMPORTANT"
        select="from[TVC Collaboration First Message].to.attribute[TVC Collaboration Important]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_LAST_MSG_SENT_FROM" select="from[TVC Collaboration Last Message].to.owner"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_LAST_MSG_SENT_TO"
        select="program[TVCCollaborationIndex -method getLastMessageSentTo ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_LAST_MSG_SENT_CC"
        select="program[TVCCollaborationIndex -method getLastMessageSentCc ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_PRIVATE" select="attribute[TVC Collaboration Private]"
        type="BOOLEAN" />
    <FIELD name="TVC_COLLAB_THREAD_SENT_FROM" select="from[TVC Collaboration Thread Message].to.owner"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_SENT_TO"
        select="program[TVCCollaborationIndex -method getSelectDataList ${OBJECTID} 'from[TVC Collaboration Thread Message].to.from[TVC Collaboration Sent To].to.owner']"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_SUBJECT" select="attribute[TVC Collaboration Subject]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_SYSTEM_TAGS"
        select="program[TVCCollaborationIndex -method getSystemTags ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_USER_TAGS"
        select="program[TVCCollaborationIndex -method getUserTags ${OBJECTID}]"
        type="STRING" />
    <!-- Example of custom index field for a specific tag
    <FIELD name="CUSTOM_TAG_FIELD_OFFICE"
        select="program[TVCCollaborationIndex -method getIndexedSystemTag ${OBJECTID} 'office']"
        type="STRING" /> -->
</BOTYPEFIELDS>

<BOTYPE name="TVC Collaboration Workflow" includes="TVCCollaborationSet,TVCCollaborationWorkflow" />

<BOTYPEFIELDS name="TVCCollaborationWorkflow">
    <FIELD name="TVC_COLLAB_WORKFLOW_TITLE" select="attribute[TVC Collaboration Workflow Title]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_WORKFLOW_STATUS" select="attribute[TVC Collaboration Workflow Status]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_WORKFLOW_COMPLETION_DATE"
        select="attribute[TVC Collaboration Workflow Completion Date]" type="STRING" />
    <FIELD name="TVC_COLLAB_WORKFLOW_DUE"
        select="program[TVCCollaborationIndex -method getWorkflowDue ${OBJECTID}]"
        type="BOOLEAN" />
    <FIELD name="TVC_COLLAB_TASK_ASSIGNED"
				select="program[TVCCollaborationIndex -method getTaskAssigned ${OBJECTID}]"
				type="STRING" />
    <FIELD name="TVC_COLLAB_TASK_STATUS"
				select="program[TVCCollaborationIndex -method getSelectDataList ${OBJECTID} 'from[TVC Collaboration Item].to[*|revision==last].attribute[TVC Collaboration Task Status]']"
				type="STRING" />
</BOTYPEFIELDS>

Sorting in Exalead is only possible to do on the field called "NAME". In case you have other information you need to index and sort on you will probably already have a name field in your config.xml. This means that objects indexed by TVC Collaboration needs to coexist with other objects on what data to index in the name field.

The way forward is to make a JPO in which you determine if the object belongs to TVC Collaboration or not. In case it is a TVC Collaboration object the value to index is determined by Collaboration otherwise it is delegated to the Exalead standard indexing mechanism.

Example code snippet handling the name field:

private static final Collection<String> TVC_COLLABORATION_TYPES = Arrays.asList("TVC Collaboration Thread", "TVC Collaboration Workflow");

if (TVC_COLLABORATION_TYPES.contains(type)) {
    IndexProgram.getMessageSortValueJPO(ctx, args);
    // Or if you have access to the object id directly
    //IndexProgram.getMessageSortValue(objectId);
} else {
    // Logical handling all other type of objects
}

To optimize the indexing performance when there is no other BOTTYPE configutation other than Collaboration specific configuration, use the below:

<INDEXER>
    <LINKTARGET active="false" size="100000"/>
    <!--
     .. other configurations
    -->
</INDEXER>

3.6.1. Exalead Index Configurations

Below properties can be configured to alter default behaviour.

Property Description Default Value

tvc.collaboration.exalead.index.partial

thread is pushed to partial indexing

true

tvc.collaboration.exalead.thread.modified

thread modified date is updated

true

tvc.collaboration.search.pagesize

Result count returned by exalead. This property will be used in case page size is not defined in Workflow find API execution

100

4. Data Model

All data generated by the TVC Collaboration Workflow is stored as Business Objects in the ENOVIA database.

image
Figure 1. Workflow DataModel

4.1. Vault

All objects created by the TVC Collaboration Workflow component are saved in a separate vault called "TVC Collaboration"

4.2. Attributes

TVC Collaboration Completion Date

Attribute holding the Completion Date of workflow

TVC Collaboration Title

Attribute holding workflow title

TVC Collaboration Workflow Config

Attribute holding the jsonconfig for workflow

TVC Collaboration Workflow Status

Attribute holding workflow status

TVC Collaboration Modification Date

Attribute holding the last modification Date of workflow

TVC Collaboration Assign Access

Attribute holding access assignee

TVC Collaboration Id

Attribute holding id of workflow

TVC Collaboration Task Reminder
TVC Collaboration Task Status

Attribute holding status of task.

TVC Collaboration Task Title

Attribute holding task title

TVC Collaboration Workflow Fields

Attribute holding workflow field value

TVC Collaboration Inbox Last Read

Attribute holding last read workflow id

TVC Collaboration Notification Status

Attribute holding notification status

TVC Collaboration Recipient Organization

Attribute holding recipient organization name

TVC Collaboration Recipient Type

Attribute holding recipient type

TVC Collaboration Sender Organization

Attribute holding sender organization name

TVC Collaboration Unread Count

Attribute holding number of unread count.

TVC Collaboration User Server URL

Attribute holding user server url

TVC Collaboration Delegator

Attribute holding the delegator of the task

TVC Collaboration Activation Date

Attribute holding Activation Date of the task

4.3. Types

TVC Collaboration Item
TVC Collaboration Object Proxy
TVC Collaboration Person Proxy
TVC Collaboration Set
TVC Collaboration Task
TVC Collaboration Workflow

4.4. Relationships

TVC Collaboration Object Proxy

Relationship used to connect an Enovia Object to its Proxy Object.

TVC Collaboration Person Proxy

Relationship used to connect a TVC Collaboration Person to its TVC Collaboration Person Proxy Object.

TVC Collaboration FollowUp

Relationship used to connect TVC Collaboration Person to TVC Collaboration Workflow.

TVC Collaboration Watch

Relationship used to connect TVC Collaboration Person to TVC Collaboration Workflow.

TVC Collaboration Notification

Relationship used to connect TVC Collaboration Person to TVC Collaboration Workflow.

TVC Collaboration Set

Relationship used to connect TVC Collaboration Object Proxy to TVC Collaboration Workflow.

TVC Collaboration Item

Relationship used to connect TVC Collaboration Workflow to TVC Collaboration Task.

TVC Collaboration Item Proxy

Relationship used to connect TVC Collaboration Object Proxy to TVC Collaboration Item.

TVC Collaboration Flow

Relationship used to connect TVC Collaboration Task to TVC Collaboration Task.

4.5. Policies

TVC Collaboration, TVC Collaboration Item

5. Workflows

The workflow functionality allows you to create custom workflow process around any type of object in ENOVIA™. The workflow functionality is located in a side panel on the right side of the page content. This allows the users to create workflows around an object while still being able to navigate around the different pages of an object.

5.1. Workflow panel setup

The panel that contains the workflow functionality is located in the right side of the application. It is injected on the side of the page content so it will stay visible even when navigating around the different pages of an object. The panel is collapsed by default and will be expanded on click.

image
Figure 2. Collapsed workflow panel

After clicking on the panel it will be expanded towards the left side and show the workflows for the object that you are currently in context of.

image
Figure 3. Expanded workflow panel

If you have not enabled the workflow functionality for some object types by configuration the panel will be greyed out and the user will not be able to expand it.

5.2. Single Workflow Load

If there is single set in the set list and user want to load the details of set on load of panel or on switching the panel tab then following system property need to be set as true (default:false).

Property Description Default Value

tvc.collaboration.panel.showSingleSet

to load the details of set if there is only one in the list

false

In Single set load, set id priority will be in following order:

  1. Passed setId in panel load option

  2. Set Id If there is single set in the set list and property is true.

  3. Cached working set Id in session storage

5.3. Viewing object workflows

When the user is standing in context of an object that has support enabled for workflows it will be possible to expand the discussion panel in order to view and/or create workflows. The default view of the panel will show a toolbar in the top and below that a list of all the workflows that has been started around the context object.

image
Figure 4. Listing context object workflows

Each workflow in the list is clickable. The entire workflow will be loaded when a user clicks on it. See next chapter for more details on that.

5.4. Viewing a workflow

When a workflow in the list has been clicked it will load the entire workflow in the panel. In this view the user will be able to see all the tasks in the workflow and also have the ability to assign or reassign or approve or complete or reject task. If the task’s context is the current contextual object then it is highlighted with a blue shadow in the workflow graph.

image
Figure 5. Showing a workflow

Task Status

Colour Code

Colour

Active

#3498db

Blue

Approved

#27ae60

Green

Reassigned

#9b59b6

Deep Purple

Complete

#27ae60

Green

Pending

#7f8c8d

Grey

Due

#facc2e

Yellow

Rejected

#e74c3c

Cinnabar

Unassigned

#de8eff

Light Purple

Active and Unassigned

#3498db

Blue

Active and Due

#facc2e

Yellow

To navigate to the task details through the workflow graph, the user can click on a task node in the workflow graph. The respective task thread will be highlighted in a popup as shown below.

image
Figure 6. Highlight a task

5.5. Creating a new workflow

In order to create a new workflow you use the action in the top toolbar (plus sign). That will launch a form that allows you enter the data needed to create a new workflow. When there are multiple configurations matching for the context object, chooser will be shown to choose a configuration.

image
Figure 7. Creating a new workflow

The following data can be entered based on configuration:

  • Assignee for Tasks (Person or Role or Group or Custom Assignee)

  • Field values for Tasks if configured (e.g. Instructions)

5.6. Stopping a workflow

An active workflow can be stopped using "Stop Flow" workflow operation by the workflow owner. When a workflow is stopped all the ongoing task operations are disabled.

image
Figure 8. Stopping a workflow

5.7. Adding Task in Workflow

An adhoc task can be added in active workflow by using "Add Task" workflow operation by the workflow owner. When add task operation is executed, it is displaying the + icon on appropriate nodes and branches in workflow graph where task can be added. Through node’s add task operation, parallel tasks are created while thorugh branch serial tasks are created.

With the default behavior, complete, approved, excluded task statuses are considered to activate the next level tasks and the task could not be added for previous level tasks. With the extensive and configurable behavior of workflow, another task status could also be used for task completion and move to the next level of tasks such as rejected. In such a scenario, the complete-statuses configuration could be used to define the list of completed statuses to block the add task icon for tasks.

"workflow":{
	  .....
      "operations":[
        {
          "operation": "add",
          "config": {
                "complete-statuses": ["Complete", "Approved", "Rejected"]
            }
        }
      ],
	  .....
   }
image
Figure 9. Adding Task in workflow

On clicking the + icon, Add Task form is opened with the task configurations which are having adhoc property as true(default). Any configuration can be choosen to create the adhoc task.

image
Figure 10. Add Task Form

5.8. Deleting Task in Workflow

A task which is not active or completed, can be deleted by using "Delete Task" workflow operation by the workflow owner. When delete task operation is executed, "-" icon is displayed on appropriate task nodes to delete the task.

image
Figure 11. Deleting Task in workflow

On clicking the - icon, Delete Task form is opened with warning (if warning field is configured for task). On clicking delete, task is deleted and workflow is updated accordingly.

image
Figure 12. Delete Task Warning

Configurations:

"workflow":{
	  .....
      "operations":[
         "delete"
      ],
	  .....
   }

With the default behavior, active tasks are not allowed to delete by this operation.For allowing to Delete Active Tasks, the allow-active configuration needs to add under the config section as below.

"workflow":{
	  .....
      "operations":[
        {
          "operation": "delete",
          "config": {
                "allow-active": "true"
            }
        }
      ],
	  .....
   }

5.9. Restarting a workflow

A stopped workflow can be restarted using "Restart Flow" workflow operation by the workflow owner.

image
Figure 13. Restarting a workflow

5.10. Terminating a workflow

Active or stopped workflow can be terminated using "Terminate Flow" workflow operation by the workflow owner. When a workflow is terminated all the ongoing task operations are disabled. Terminated workflow can not be restarted.

image
Figure 14. Terminating a workflow
image
Figure 15. Terminate Confirmation

By default confirmation message will be shown, but it can be disabled by using the below config in operation.

"config":{
      "confirmation":false,
      "confirmation-message": "tvc.collaboration.workflow.terminate.confirm.message"
      }

It is also possible to customize the confirmation message by defining a custom operation that extends to com.technia.tvc.collaboration.workflow.cfg.operation.impl.builtin.TerminateOperation.

Alternatively, the default confirmation message can be modified by changing the below property in tvc.properties.

tvc.collaboration.workflow.terminate.confirm.message

5.11. Reassigning tasks

A user having access to this operation can reassign all the tasks or set of tasks using ReassignTasks operation located at the top of the workflow.

Note: Default access is only to Workflow Owner.

Configuration

e.g. Case 1 : Reassign all the non-completed tasks using in-built operation.

"workflow":{
      .....
	  .....
      "operations":[
         "reassigntasks",
         "add",
         "delete",
         "stop",
         "restart",
         "terminate"
      ],
	  .....
	  .....
   }

Case 2 : Reassign specific tasks using custom operation.

"workflow":{
      .....
	  .....
    "operations":[
        {
        "base": null,
        "id": "operation-reassigntasks",
        "operation": "reassigntasks",
        "label": "ReassignTasks",
        "config": {
        "task-list": [
        "createspecification",
        "designreview"
        ]
        },
        },
         "add",
         "delete",
         "stop",
         "restart",
         "terminate"
      ],
	  .....
	  .....
 }
image
Figure 16. ReassignTasks

5.12. Update contexts of workflow/task

The Workflow/Task owner has the ability to modify the contexts of the workflow/task by utilizing the "Update Contexts" workflow/task operation. When this operation is executed, it opens an "Update Contexts" form with an autocomplete field for "Contexts." The Contexts field will be prepopulated with the existing contexts.

Users can search for relevant contexts, which have been configured through the workflow/task context config. Additionally, autocomplete config can be set up under the workflow/task context config to facilitate more specific context searches for this operation. Refer Context Config section for details.

Upon submitting the form, all existing contexts will be updated with the selected contexts from the "Update Contexts" form.

Operation Config for Workflow:

"workflow":{
      .....
	  .....
      "operations":[
         "updatecontexts"
      ],
	  .....
	  .....
   }

Operation Config for Task:

"tasks":[{
      .....
	  .....
      "operations":[
         "updatetaskcontexts"
      ],
	  .....
	  .....
   }]
image
Figure 17. Updating the contexts of workflow/task

5.13. Reassigning a task

The task owner or one of the assignees can reassign the task to another user using the Reassign command located at the bottom of the task. The Reassign form will have an assignee field and optional custom fields if configured (e.g. comments)

image
Figure 18. Reassigning a task

5.14. Approving a task

A task owner can approve the task when that task is active using Approve command located at the bottom of the task. The Approve form can have optional custom fields if configured (e.g. comments)

image
Figure 19. Approving a task

5.15. Assigning a task

A task assignee can assign the task to him/her-self using Assign command located at the bottom of the task.

image
Figure 20. Assigning a task

5.16. Set Due Date for task

A user having access to this operation can set due date using Set Due Date command located at the bottom of the task.

User may also clear due date by setting it to blank via this operation.

Note: Default Access is only to Workflow Owner.

Configuration

e.g. Case 1 : Using inbuilt Operation and inbuilt field

{
    ...
"tasks": [
    {
      "id": "tpmApproval",
      "label": "TPM Approval",
      "multiple": true,
      "fields": ["comments", "instructions", "warning", "dueDate"],
      "operations": [
        "complete",
        "reject",
        "approve",
        "operation-Approve",
        "assign",
        "reassign",
        "setduedate"
      ]
    }

    ]
     ...
    }
Case 2: Using Custom Operation and Custom Field
{
    ...
    "fields": [
    {
        "id": "Custom_due_date_field",
        "label": "Custom:DueDate_Handler",
        "type": "date",
        "handler": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.fieldvaluehandler.DueDateFieldValueHandler",
        "appearance": {
            "create": "hidden",
            "reject": "hidden",
            "thread": "hidden",
            "reassign": "hidden",
            "approve": "hidden",
            "complete": "hidden",
            "due": "editable"
        }
    }
],
"operations": [
    {
        "base": null,
        "id": "operation-setduedate",
        "where": "(attribute[TVC Collaboration Task Title].value != 'TPM Date Approval')",
        "operation": "setduedate",
        "label": "Custom:SetDueDate2_Where"
    }
],
"tasks": [
    {
        "id": "tpmApproval",
        "label": "TPM Approval",
        "fields": [
            "Custom_due_date_field"
        ],
        "operations": [
            "operation-setduedate"
        ]
    }
]

    ...
}

Note: To Prepopulate value of due date in custom due date field, DueDateFieldValueHandler is necessary.

image
Figure 21. Set Due Date for a task

5.17. Rejecting a task

A task owner can reject the task when that task is active using Reject command located at the bottom of the task. The Reject form can have optional custom fields if configured (e.g. comments).

image
Figure 22. Rejecting a task

User can configure rejectTo field which will show the list of completed tasks. User can select the specific task to be revised and activated after the reject operation.

image
Figure 23. Rejecting a task to specific task

5.18. Absence and Delegation

Users can updated their Absence dates and Delegatee to be assigned for any future active Workflow tasks during that period can be configured in Myspace’s Profile Action page.

image
Figure 24. Absence and Delegation Configuration

On selection of absent person for To, CC or assignee field, it will be reflected in red and tooltip will provide the absence related information.

image
Figure 25. Absent Person Selection

Property

Description

Default

tvc.collaboration.person.showAbsenceMessage

To show the absent person selection in red and tooltip for absence details

true

tvc.collaboration.person.profile.startDateInputTime

to add the start day input time on selected date

00:00:00

tvc.collaboration.person.profile.endDateInputTime

to add the end day input time on selected date

23:59:59

tvc.collaboration.person.delegation.cache

to use java object cache to fetch the person delegation information

true

In Absence and Delegation, only when the tasks are about to be activated the delegatee is assigned to the task.

The Delegator name will be shown for the delegated tasks in task list view.

image
Figure 26. Auto Active Task Delegation

5.19. Configuration

The ability to have workflow around objects can be configured on the server. This is done in a file called TVCWorkflowConfig.xml that is placed in /WEB-INF/classes/TVCWorkflowConfig.xml. If you skip to have this configuration file the users will not be able to have workflow around ANY object in ENOVIA™ with default settings.

Below is an example configuration file that shows the supported elements and their location.

<WorkflowConfigs>
    <TabOrder>1</TabOrder>
    <ConfiguredTypes>
        <Type derived="false" status="disabled">type_MechanicalPart</Type>
        <Type derived="false" status="disabled">type_SoftwarePart</Type>
        <Type derived="false" status="expand" if="$&lt;context.user.isassigned[role_Designer]&gt;">type_HardwarePart</Type>
        <Type derived="false" status="disabled">type_HardwarePart</Type>
        <Type derived="false" status="enabled" className="com.technia.tvc.collaboration.workflow.model.dao.enovia.config.builtin.WorkflowConfigType">type_NutPart</Type>
    </ConfiguredTypes>
    <WorkflowConfig for="type_Part" if="current=='Review' singleActive="true" ">
        <JsonConfig
			ref="tvc:workflowconfig:tvx:collaboration/PartReview.json" />
    </WorkflowConfig>
    <WorkflowConfig for="type_CAD Model" if="current=='Review' or current=='Approved'">
        <ContextInfoResolver>
            <Macro>${TYPE}, ${NAME} : ${REVISION}</Macro>
            <URL>/common/emxNavigator.jsp?workflow-sk=document&amp;objectId=${OBJECTID}</URL>
            <FileInfoResolver className="com.technia.tvc.collaboration.core.test.TestFileInfoResolver">
                <Settings>
                    <Setting name="Always Show File Name">false</Setting>
                    <Setting name="Show Subscription">false</Setting>
                    <Setting name="Show Checkin">false</Setting>
                    <Setting name="Filename Length">25</Setting>
                </Settings>
            </FileInfoResolver>
        </ContextInfoResolver>
		<JsonConfig ref="tvc:workflowconfig:slb:collaboration/ECR_PR_SUBMIT.json" />
	</WorkflowConfig>
    <ObjectIdResolver/>
    <OrganizationResolver/>
    <ContextInfoResolver/>
    <WorkflowConfigProvider className="com.technia.tvc.collaboration.workflow.cfg.provider.impl.RouteWorkflowConfigProvider"/>
    <WorkflowConfigSorter className="com.technia.tvc.collaboration.workflow.test.ReverseWorkflowConfigSorter" />
    <WorkflowEngine className="com.technia.tvc.collaboration.workflow.DefaultWorkflowEngine" />
</WorkflowConfigs>

5.19.1. TabOrder

This element defines the component position in sidepanel and myspace. The text value should be integer and Components are arranged in ascending order.

5.19.2. Tab Persistence

To open the collaboration panel for a context object with previously active component tab or set, browser storage is used.

This behavior could be controlled by using different type of storage which is handled by following property.

Property Key values Description

tvc.collaboration.panel.storage.preference

memory(default)

persist only for panel instance

local

persist until the user manually clears the browser cache or until your web app clears the data

session

persist until the window or tab is closed.

5.19.3. ConfiguredTypes

The <ConfiguredTypes> tag allows configuration of component’s visibility for different types in the system. The child elements for this are <Type>

5.19.4. Type

This element allows you to control the collaboration behavior for a specific type. Following are the supported attributes for Type element.

Attribute Description Default Value

status

enabled, disabled, hidden, expand (enabled and automatically opened side panel) or none

none

derived

whether status applicable to derived types

true

if

whether configuration is applicable

className

class extending com.technia.tvc.collaboration.core.model.dao.enovia.config.panel.DefaultConfigType for custom logic
Status Persistence

Following system property can be used to persist the panel status of a context object type for a user.

Proeprty Description Default Value

tvc.collaboration.panel.status.persist

Persist the status through the data object of a person

false

Default panel status for non-configured type is "disabled".

Following property can be used to change the behaviour.

Property Description Default Value

tvc.collaboration.workflow.panel.status

hidden

disabled

5.19.5. WorkflowConfig

The <WorkflowConfig> element is used if you want to configure the workflow behavior for a type of object. You can have any amount of this element in your configuration.

Following are the supported attributes for WorkflowConfig element.

Attribute Description Default Value

singleActive

true, false (workflow creation is not allowed if there is an active workflow existed)

false

5.19.6. Disable Unassigned Task

Inactive unassiged tasks are enabled in task list panel and graph to change the assignee by owner or any privileged user. Following property can be used to disable the inactive unassiged tasks.

Property Ranges Default Value

tvc.workflow.disable.unassigned.task

true/false

false

5.19.7. Enable Excluded Task

Excluded tasks are disabled in task list panel and graph Following property can be used to enable excluded tasks.

Property Ranges Default Value

tvc.workflow.enable.excluded.task

true/false

false

5.19.8. JsonConfig

The <JsonConfig> element allows you to point out a json file that will have the configuration for workflow tasks. The complete path of the file to use is added to the attribute called "ref". That file path follows TVC path pattern.

5.19.9. ContextInfoResolver

This element is applicable to a single CollaborationConfig (i.e DiscussionConfig or WorkflowConfig) and also to all CollaborationConfigs. This element can be used to configure custom settings for the context information related to an object (used to display a link to the context object for a discussion/workflow).

The child element <Macro> is used to configure the "display name" and the <URL> element is used to configure the URL to the context object.

The child element <FileInfoResolver> is used to configure the File Actions displayed in the inbox if the context object holds files. If TVC Office component is available, the actions behave similar to column type "actions".

Default implementation resolves display name from <Macro> ${type}, ${name} : ${revision}</Macro> and context URL from <URL> /common/emxNavigator.jsp?objectId=${OBJECTID}</URL>.

The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.core.model.context.ContextInfoResolver.

Following properties can be used to configure the behavior of context path.

Property Description Default Value

tvc.collaboration.contextpath.popup

Whether context path should be opened popup

false

tvc.collaboration.contextpath.popup.width

Width of context path popup window in pixel

900

tvc.collaboration.contextpath.popup.height

Height of context path popup window in pixel

700

tvc.collaboration.helium.route

Whether to use helium route when running in Helium

true

5.19.10. ObjectIdResolver

This element is required only when custom parameters instead of objectId passed to load discussions. Allows you to point out a class that will have the logic for returning objectId from the parameters.

Default implementation resolves objectId based on type, name, revision and vault values separated by &. (type=Part&name=10001&revision=1&vault=Production).

The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.core.model.dao.enovia.config.ObjectIdResolver.

5.19.11. OrganizationResolver

This element allows to return the Organization of the user, which can be used to show along with user name is Collaboration component. When there are multiple Organizations returned for the user, multiple entries will be shown in the autocomplete for the given user each for each organization.

Default implementation resolves Organizations based on Member relationship to Organization by "Organization Name" attribute value.

The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.core.model.dao.enovia.config.OrganizationResolver.

This element also supports an attribute called "select" which can be selectable to get Organization value.

<OrganizationResolver select="attribute[Organization Name]"/>.

From/Sender user organization is resolved using the implementation of OrganizationResolver’s getSenderOrganizations.

This property has to be enabled for Organization

tvc.collaboration.showOrganization=true.

Following properties can be used to tune autocomplete field.

Property Description Default Value

tvc.collaboration.showOrganization

To enable Organizations inside collaboration component

false

tvc.collaboration.autocomplete.startWith

Whether search criteria should match starting instead of contains

false

tvc.collaboration.autocomplete.minLength

No. of characters after autocomplete initiated

2

tvc.collaboration.autocomplete.loadThrottle

No. of milliseconds after autocomplete initiated

400

tvc.collaboration.autocomplete.caseSensitive

Whether search criteria should be case sensitive

false

tvc.collaboration.autocomplete.clear.client.cache

Whether to clear existing cached search result

false

tvc.collaboration.autocomplete.loadOnFocus

To preload and open the assignee list on focus

false

 
public class TestOrganizationResolver extends DefaultOrganizationResolver {

    @Override
    public List<Organization> getOrganizations(String user) throws TVCException {
        return super.getOrganizations(user);
    }

    @Override
    public List<Organization> getSenderOrganizations(OrganizationContext context) throws TVCException {
        //context contains Message, previously resolved Organizations, contextIds and Env
        return super.getSenderOrganizations(context);
    }
}

image

5.19.12. PersonSuggestionsResolver

This element is applicable to a single CollaborationConfig (i.e DiscussionConfig or WorkflowConfig) and also to all CollaborationConfigs.

This element is used to get the user Suggestions for auto complete field along with the recently selected users.

The attribute select is used to configure expression which will be executed for context ids to get the person suggestions.

<PersonSuggestionsResolver className="tvc.collaboration.person.suggestions.TestPersonSuggestionsResolver" select="context.user"/>

The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.core.model.person.suggestions.PersonSuggestionsResolver.

This property can be used for disabling the saving and displaying the suggestions. It is true by default.

tvc.collaboration.autocomplete.suggestions.enabled=true.

Following properties can be used to tune suggestions for autocomplete field.

Property Description Default Value

tvc.collaboration.autocomplete.suggestions.count

Max number of suggestions to be displayed

5

tvc.collaboration.autocomplete.search.fields

search criteria should based on the field of the search result. value is comma separated field list such as "label,value"

label

 
public class TestPersonSuggestionsResolver extends DefaultPersonSuggestionsResolver {

    @Override
    public List<Organization> getSuggestions(PersonSuggestionsData data){
        return super.getOrganizations(data);
    }

}

TVCWorkflowConfig.xml

<WorkflowConfigs>
...
    <WorkflowConfig for="type_Part">
        <PersonSuggestionsResolver select="owner"/>
    </WorkflowConfig>

    <PersonSuggestionsResolver className="tvc.collaboration.person.suggestions.TestPersonSuggestionsResolver" select="context.user"/>
...
</WorkflowConfigs>

5.19.13. ContextInfoResolver

This element is applicable to a single CollaborationConfig (i.e DiscussionConfig or WorkflowConfig) and also to all CollaborationConfigs. This element can be used to configure custom settings for the context information related to an object (used to display a link to the context object for a discussion/workflow).

The child element <Macro> is used to configure the "display name" and the <URL> element is used to configure the URL to the context object.

The child element <FileInfoResolver> is used to configure the File Actions displayed in the inbox if the context object holds files. If TVC Office component is available, the actions behave similar to column type "actions".

Default implementation resolves display name from <Macro> ${type}, ${name} : ${revision}</Macro> and context URL from <URL> /common/emxNavigator.jsp?objectId=${OBJECTID}</URL>.

The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.core.model.context.ContextInfoResolver.

Following properties can be used to configure the behavior of context path.

Property Description Default Value

tvc.collaboration.contextpath.popup

Whether context path should be opened popup

false

tvc.collaboration.contextpath.popup.width

Width of context path popup window in pixel

900

tvc.collaboration.contextpath.popup.height

Height of context path popup window in pixel

700

tvc.collaboration.helium.route

Whether to use helium route when running in Helium

true

5.19.14. WorkflowConfigSorter

This element allows configuration of custom sort program for WorkflowConfigs.

The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.workflow.model.dao.enovia.config.WorkflowConfigSorter.

5.19.15. WorkflowConfigProvider

More details at WorkflowConfigProvider.

5.19.16. Workflow Engine

The <WorkflowEngine> element allows posibility to provide custom workflow engine to be used in the application. The full name of the class which implements the interface "com.technia.tvc.collaboration.workflow.WorkflowEngine" is configured in attribute "className". Default implementation is available in "com.technia.tvc.collaboration.workflow.DefaultWorkflowEngine".

e.g.

public class CustomWorkflowEngine extends DefaultWorkflowEngine implements WorkflowEngine {


    @Override
    public EngineResult start(WorkflowContext wctx) throws TVCException {
		EngineResult result = super.start(wctx);

		// custom processing

		return result;
	}

    ....
}

6. Notifications

6.1. Receiving a notification

At some events that occur in the workflow functionality there are "notifications" sent out to users that are involved in a workflow/task in one or more ways. If someone starts a workflow/task around an object then the owner/assignees of that active task will get a notification. Users will also get notifications when another user rejected a task that user approved.

There are some system properties which could control the notification behavior. Please find the details as below:

Property Description Default Value

tvc.collaboration.workflow.watcher.includeOwner

By default, the workflow owner is added to the watcher list so that workflow could be observed by the owner through notification. Set false for excluding the workflow owner from the watcher list.

true

tvc.collaboration.workflow.notification.sender

User name of a person to set the default “from” address for notification to be sent from a system user

EMPTY/NULL

tvc.collaboration.workflow.task.assignees.notify

By default, all the task assignees are notified of the task operation along with the task owner. Set false for excluding the assignees to be notified

true

These notifications are sent to the user instantly when an event is occurring. We have two ways of notifying the users, one called "Inline notifications" and one called "Web notifications". These work in the same way but are displayed in different ways.

6.1.1. Inline notification (default)

Inline notifications are rendered in the top right corner of the browser window when an event occurs.

image Inline notification

6.1.2. Web notification

Web notifications are displayed on the computer desktop, outside of the browser window. The benefit of this is that you will notice it even if your browser window is minimized. This is currently not supported in Internet Explorer and really old versions of the other browsers. Clicking the notification will show the browser window and open My Space.

image Web notification

6.2. Notification Handler

Notification Handler can be used to enable other type of notifications like Email, Log or custom implementations. Default is Web notification which is used to send real-time notification to browsers.

Notification Handler is supported in both Collaboration Configs. (DiscussionConfigs or WorkflowConfigs).

It can be built-in handlers like <Web/>, <Email> or <Log/> or class implementing interface "com.technia.tvc.collaboration.core.model.dao.enovia.config.NotificationHandler"

NotificationHandler contains isValidNotification method which needs to be overridden to avoid the notification for a specific condition. 
<WorkflowConfigs> or <DiscussionConfigs>
...
    <Notification>
        <Web />
        <Email />
        <Log />
        <Handler className="com.technia.tvc.collaboration.core.model.dao.enovia.config.notification.LogNotificationHandler" />
    </Notification>
</WorkflowConfigs> or </DiscussionConfigs>

6.2.1. Email Notification Handler

When Email Notification Handler is enabled, notifications will also be sent out to the recipients and watchers via Emails. The email notifications will not be sent to the context person and it can be controlled by the following property.

Property Description Default Value

tvc.collaboration.notification.email.to.context_user

Set true for sending notification and false for blocking.

false
User Preference for Email Notification

Users can enable and disable the Email notification through the profile in Myspace. See Myspace Profile Section for details.

On enabling/disabling the Email Notification, it sets the preference_NotificationEmail property on the person admin object.

6.2.2. Email Templates

Email Notification requires the MX_SMTP_HOST is configured and users have valid email address.

Email Notification Handler uses templates configured in string resources.

Following are the default template property keys used for workflow email notifications.

tvc.collaboration.workflow.email.template =

tvc.collaboration.workflow.active.email.template =

tvc.collaboration.workflow.pending.email.template =

tvc.collaboration.workflow.complete.email.template =

tvc.collaboration.workflow.stopped.email.template =

tvc.collaboration.workflow.terminated.email.template =

tvc.collaboration.task.active.email.template =

tvc.collaboration.task.pending.email.template =

tvc.collaboration.task.rejected.email.template =

tvc.collaboration.task.approved.email.template =

tvc.collaboration.task.active-and-unassigned.email.template =

Following are the MACROs that can be used as $(MACRO) in the email templates.

CONTEXT_USER
CONTEXT_EMAIL
FROM_USER
FROM_EMAIL
TO_USER
TO_EMAIL
DATE
MESSAGE
CONTEXT_INFO

WORKFLOW_TITLE
WORKFLOW_OWNER
WORKFLOW_STATUS
WORKFLOW_TASKS_COUNT
WORKFLOW_CREATED_DATE
WORKFLOW_MODIFIED_DATE
WORKFLOW_COMPLETED_DATE
WORKFLOW_TERMINATED_DATE
WORKFLOW_STOPPED_DATE
WORKFLOW_COMPLETION_DATE

TASK_LABEL
TASK_FIELDS
TASK_OWNER
TASK_STATUS
TASK_DUE_DATE
TASK_APPROVED_DATE
TASK_REJECTED_DATE
TASK_COMPLETED_DATE
TASK_COMPLETION_DATE
TASK_CREATED_DATE
TASK_MODIFIED_DATE
TASK_DELEGATOR

Example:

tvc.collaboration.task.approved.email.template = <p>Hello $(TO_USER),</p> \
<p>The task "<strong>$(TASK_LABEL)</strong>" in workflow "<em>$(WORKFLOW_TITLE)</em>" is "<span style="color: #008000;"><strong>$(TASK_STATUS)</strong></span>" by "<strong>$(FROM_USER)</strong>" on <em>$(TASK_APPROVED_DATE)</em>.</p> \
<p>&nbsp;</p> \
<p>Workflow is currently "<strong>$(WORKFLOW_STATUS)</strong>" at&nbsp;$(CONTEXT_INFO)</p> \
<p>&nbsp;</p> \
<p><span style="text-decoration: underline;"><strong>Task Fields</strong></span>:</p> \
$(TASK_FIELDS) \
<p>&nbsp;</p> \
<pre><em><sub>This message is system generated and sent by TVC Workflow.</sub></em></pre>

6.2.3. Email Based on Status

Email can be configured based on the task and workflow status.

To send the email for the specific task/workflow status, the following configuration could be used.

<WorkflowConfigs>
...
    <Notification>
        <Email>
            <WorkflowStatus>Complete</WorkflowStatus>
            <TaskStatus>Active, Approved</TaskStatus>
        </Email>
    </Notification>
</WorkflowConfigs>
In the absence of any one of the TaskStatus and WorkflowStatus tag, an email will be sent to all status as the default behavior.

7. My Space

When clicking on the icon in the global toolbar it will open something called "My Space" as a big overlay in the browser window. "My Space" contains a set of different functionality related to the user and the TVC Collaboration feature. Inbox and Profile are the default preconfigured "My Space" Actions. The functionality that is displayed on first load is called "Inbox" and is described in the next chapter. First load "My Space" Action can be rearranged TVCWorkflowConfig.xml.

7.1. Inbox

The inbox is a functionality used for displaying all notifications that a user has received. It has a layout that is similar to a mail application.

image

Figure: Inbox displaying notifications

7.2. Responsive "My Space" Screen

On opening the "My Space" in the 3DDashboard widget or mobile screen, the user was not able to see the preview section because of less screen width.

With this feature, "My Space" screen will be fully responsive according to different device widths.

If the "My Space" screen width is less than 768px then the "My Space" screen is displayed in responsive mode. The Inbox action menu is converted into responsive sidebar menu icons, the list of inbox notifications is visible to the user and the preview section is hidden. Once the user clicks on any notification, The preview section is visible to the user And hides the inbox notification list. There is a back icon to go back and see the list of inbox notifications. We have a sidebar icon menu on hover that expands, So the user can choose different "My Space" actions.

7.2.1. Configuration

When MySpaceConfig is modified to include other "My Space" Actions. It is mandatory to include default Actions as well. Actions can be reordered. All Inbox derived actions can be repeated with different configuration but with unique action id. Actions can also be grouped under different labels.

<MySpaceConfig>
    <!-- short form -->
    <!-- <WorkflowAction/> -->
    <!-- custom inbox with custom id -->
    <!-- <WorkflowAction id="some-unique-action-id"/> -->
    <InboxAction></InboxAction>
    <InboxAction>
        <Font>fa-inbox</Font>
        <Label>Inbox</Label>
        <Label locale="de">Posteingang</Label>
        <Label locale="sv">inkorg</Label>
        <Header>Inbox</Header>
        <Header locale="de">Posteingang</Header>
        <Header locale="sv">inkorg</Header>
    </InboxAction>
</MySpaceConfig>

7.3. Deleted

"DeletedAction" is a predefined custom Inbox Actions that can used in "My Space". This action shows the inbox items which are deleted using delete context command by the context user.

image

7.3.1. Configuration

<MySpaceConfig>
    <DeletedAction></DeletedAction>
</MySpaceConfig>

7.4. Unread (Exalead powered feature)

"UnreadAction" is a predefined custom Inbox Actions that can be used in "My Space". The Performance of this inbox action would be better with the Exalead mode. This action shows the inbox items which are not read by the context user.

image

7.4.1. Configuration

<MySpaceConfig>
    <UnreadAction></UnreadAction>
</MySpaceConfig>

7.5. Profile

The profile page has functionality for doing various types of actions related to the user. It is used for uploading an avatar image that will be displayed in discussions and for controlling user preferences.

image

Figure: Profile Page

7.5.1. Configuration

<MySpaceConfig>
    <ProfileAction></ProfileAction>
</MySpaceConfig>

7.6. External

"ExternalAction" is a predefined custom Inbox Actions which can used in "My Space". This action can be used to host External web application inside iframe of Collaboration component.

Bing.com as MySpace Action:

image

7.6.1. Configuration

<MySpaceConfig>
    <ExternalAction id="bing">
        <Label>Bing</Label>
        <Font>fa-search</Font>
        <Header>Bing</Header>
        <Href>http://bing.com</Href>
    </ExternalAction>
    <ExternalAction id="verge">
        <Label>Verge</Label>
        <Header>The Verge</Header>
        <Href>http://www.theverge.com/</Href>
    </ExternalAction>
</MySpaceConfig>

8. Structure Browser Integration

From a table page, you can add a column that will show an icon when a workflow exists for the object. Clicking on the icon brings up the workflow panel.

When multiple workflows are defined on context object, the last modified workflow would be shown in Workflow Chart column.

To enable this column in your table, add a column like shown below:

<Table>
    ...
    <Column>
        <Name>workflow-chart</Name>
        <ColumnType>workflow-chart</ColumnType>
    </Column>
</Table>

If the table is defined as a system table, use the setting "Column Type" to achieve the same.

Below a screenshot illustrating the clickable table miniature. It will appear when there is a related workflow.

image

8.2. CellShowableExpression setting support in workflow-chart column

Since 2017.3.0 release we can use Configurable CellShowableExpression setting in workflow-chart column like below to show or not show value of cell.

<Table>
    ...
    <Column>
        <Name>workflow-chart</Name>
        <ColumnType>workflow-chart</ColumnType>
        <CellShowableExpression>type.kindOf[Software Part]</CellShowableExpression>
    </Column>
</Table>

In above example Workflow will be visible only for Software Part in workflow-chart column of table.

8.3. AlternateOIDExpression setting support in workflow-chart column

The AlternateOIDExpression setting can be configured for the workflow-chart column to display the workflow icon corresponding to the related object.

<Table>
    ...
    <Column>
        <Name>workflow-chart</Name>
        <ColumnType>workflow-chart</ColumnType>
        <AlternateOIDExpression>from[Reference Document].to</AlternateOIDExpression>
    </Column>
</Table>

In the aforementioned example, the Workflow icon will be visible for the object associated with the reference document relationship.

8.4. Workflow chart column for Workflow Task Objects

Structure Browser table can be configured to list the Workflow task objects with workflow chart column.

Clicking on the icon brings up the workflow with the highlighted task in the panel.

Below a screenshot illustrating the clickable table miniature behavior for the Workflow Task objects table.

image
Figure 27. Workflow chart behavior for task object list.

8.5. Workflow Chart Column in 3DDashboard

In the case of 3DDashboard, if a table page is configured along with workflow chart column in a tvc widget then Collaboration panel widget need to be configured and added into dashboard to open a respective workflow on clicking the workflow chart icon.

Refer 3DDashboard Widgets to add the collaboration panel App and widget.

image
Figure 28. Workflow chart behavior in 3DDashboard.

9. JSON Validation and Configuration

9.1. Validation

Now users can validate all collaboration json files with help of "WorkflowConfig.schema.json"

Schema Path: http://products.technia.com/tvc/schema/latest/WorkflowConfig.schema.json

Three ways to validate using above schema:-

9.1.1. Using 3rd Party Tool

Tool: Using VS Code Editor

Steps:

Step 1: Download VS CODE https://code.visualstudio.com/

Step 2: Open any collaboration json file e.g PartPreliminary.json

Step 3: Link schema with json as follows.

image
Figure 29. Json Validation

Output: Editor will highlight key value pair in green to notify user about any warning due to missing property or wrong spelling.

9.1.2. Using online tool

https://jsonschema.net

9.1.3. Using task runner called grunt and validation library called ajv.

Requirements: Node should be installed and Grunt should be configured.

Steps:

Step 1: Type: npm install grunt-jsonschema-ajv --save-dev in cmd.

Step 2: Sample package.json

{
  "name": "json-validator",
  "version": "1.0.0",
  "description": "",
  "main": "index.js",
  "scripts": {
    "test": "echo \"Error: no test specified\" && exit 1"
  },
  "keywords": [],
  "author": "",
  "license": "ISC",
  "dependencies": {
    "ajv": "^6.10.0",
    "grunt": "^1.0.4"
  },
  "devDependencies": {
    "grunt-jsonschema-ajv": "^0.1.0"
  }
}

Step 3: Sample GruntFile.js

module.exports = function(grunt) {
  grunt.loadNpmTasks("grunt-jsonschema-ajv");

  grunt.initConfig({
    jsonschema: {
      tests: {
        files: {
          "tests_schema.json": "tests/*.json"
        }
      }
    }
  });
};

Step 4: Arrange json and its schema files according to below reference.

Note: Both schema and corresponding json files need to be present locally in the system.

image
Figure 30. Json Validation folder structure

Step 5: Run node jsonschema

Output: It will show error/warning if any in the console.

References: https://www.npmjs.com/package/grunt-jsonschema-ajv

9.2. Type Definition

Note: Below configuration is not a valid JSON document. it represents the Workflow JSON configuration keys and it is associated types.

{
    "id": Id,
    "label": Label,
    "version": Version,

    "default": Default,

    "dues": Array<Due>,
    "accesses": Array<Accesse>,
    "fields": Array<Field>,
    "operations": Array<Operation>,
    "contexts": Array<Context>,
    "assignees": Array<Assignee>,
    "triggers": Array<Trigger>,
    "tasks": Array<Task>,

    "workflow": Workflow
}

Following is a sample workflow configuration.

e.g.

{
    "id": "sample-builder",
    "label": "Sample Workflow",
    "version": 1,
    "default": {
        "due": {
            "id": "default",
            "days": 4,
            "activation": "task-activated"
        },
        "field": {
            "id": "default",
            "multiline": true,
            "appearance": {
                "reject": "readable",
                "thread": "hidden",
                "reassign": "readable",
                "approve": "readable",
                "complete": "readable"
            }
        },
        "access": {
            "id": "default",
            "include": [
                "Adam Sandler",
                "Jennifer Aniston",
                "Software Quality Engineering"
            ],
            "exclude": [
                "Test Everything",
                "Software Quality Engineer"
            ],
            "config": {
                "inverse":true
            }
        },
        "operation": {
            "id": "default",
            "status": {
                "task": [
                    "approved",
                    "rejected"
                ],
                "flow": [
                    "active"
                ]
            },
            "users": [
                "participant",
                "assignee"
            ],
            "where":"context.user == 'creator'",
            "access":{
                "include":[
                    "Adam Sandler",
                    "Jennifer Aniston",
                    "Software Quality Engineering"
                ],
                "exclude": [
                    "Test Everything",
                    "Software Quality Engineer"
                ],
                "config": {
                    "inverse": true
                }
            }
        },
        "trigger": {
            "id": "default",
            "where": "(context.user == 'creator')",
            "events": [
            ]
        },
        "assignee": {
            "id": "default",
            "type": "user",
            "values": [
                "Test Everything"
            ],
            "appearance": {
                "reject": "readable",
                "thread": "hidden",
                "reassign": "readable",
                "approve": "readable",
                "complete": "readable"
            },
            "autocomplete": "user",
            "config": {
                "key": "value"
            }
        },
        "task": {
            "id": "default",
            "label": "Task",
            "signature": false,
            "mandatory": false,
            "repeatable": false,
            "multiple": true,
            "where": "context.user == 'Test Everything'",
            "appearance": "visible",
            "operations": [
                "approve",
                "reject",
                "reassign",
                "assign"
            ],
            "actions": [
                "history"
            ],
            "fields": [
                "instructions",
                "comments"
            ],
            "due": {
                "days": 2,
                "activation": "task-activated"
            }
        }
    },
    "dues": [
        {
            "base": null,
            "id": "due-task-1",
            "days": 1,
            "activation": "workflow-started"
        }
    ],
    "accesses": [
        {
            "base": null,
            "id": "access-inverse",
            "access": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.access.CustomAccess",
            "config": {
                "inverse": true
            },
            "include": [
                "Jennifer Aniston",
                "Will Smith"
            ],
            "exclude": [
                "Test Everything",
                "Adam Sandler"
            ]
        }
    ],
    "fields": [
        {
            "base": null,
            "id": "field-mos",
            "label": "Meaning of signature",
            "multiline": null,
            "value": "this is Approval",
            "handler": null,
            "values": null,
            "appearance": null
        },
        {
            "base": null,
            "id": "field-custom-value",
            "label": "Custom Value",
            "multiline": null,
            "value": "sample custom value field",
            "handler": null,
            "values": null,
            "appearance": null
        },
        {
            "base": null,
            "id": "field-context-name",
            "label": "Context Object Name",
            "multiline": null,
            "value": null,
            "handler": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.fieldvaluehandler.NameFieldValueHandler",
            "values": null,
            "appearance": null
        }
    ],
    "operations": [
        {
            "base": null,
            "id": "operation-reassign-task",
            "where": null,
            "operation": "reassign",
            "config": {
                "key": "value"
            },
            "access": "access-inverse",
            "users": [
                "assignee",
                "owner",
                "participant"
            ],
            "statuses": [
                "approved"
            ]
        }
    ],
    "assignees": [
        {
            "base": null,
            "id": "assignee-task-1",
            "type": "role",
            "values": [
                "Software Quality Engineer"
            ],
            "handler": null,
            "autocomplete": "role",
            "values": null,
            "appearance": {
                "create": "readable"
            }
        },
        {
            "base": null,
            "id": "assignee-task-2.1",
            "type": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssignee",
            "values": [],
            "handler": {
                "name": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssigneeHandler",
                "config": null
            },
            "autocomplete": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssigneeAutocompleteHandler",
            "values": null,
            "appearance": null
        },
        {
            "base": null,
            "id": "assignee-task-2.2",
            "type": "person",
            "values": null,
            "config": null,
            "handler": null,
            "autocomplete": {
                "handler": "person",
                "config": {
                    "roles": [
                        "Design Engineer",
                        "role_LibraryUser",
                        "role_Employee"
                    ]
                }
            },
            "values": null,
            "appearance": null
        },
        {
            "base": null,
            "id": "assignee-task-3",
            "type": "user",
            "values": null,
            "config": null,
            "handler": null,
            "autocomplete": "user",
            "values": [
                "Adam Sandler",
                "Software Quality Engineering",
                "Will Smith"
            ],
            "appearance": null
        }
    ],
    "triggers": [
        {
            "base": null,
            "id": "action-flow-complete",
            "description":"Action Flow Complete",
            "where": null,
            "events": [
                "approved"
            ],
            "trigger": "flowstatus",
            "config": {
                "status": "complete"
            }
        },
        {
            "base": null,
            "id": "action-any-rejected",
            "description":"Action Rejected",
            "where": null,
            "events": [
                "rejected"
            ],
            "trigger": "demote",
            "config": {
                "privileged": false
            }
        },
        {
            "base": null,
            "id": "action-custom-history",
            "description":"Sample custom history",
            "where": null,
            "events": [
                "approved"
            ],
            "trigger": "history",
            "config": {
                "value": "custom history info",
                "privileged": false
            }
        }
    ],
    "tasks": [
        {
            "base": null,
            "id": "task-1",
            "label": "Task 1 (role)",
            "where": null,
            "contentURL": null,
            "multiple": null,
            "mandatory": null,
            "signature": null,
            "repeatable": true,
            "appearance": "visible",
            "due": "due-task-1",
            "assignee": "assignee-task-1",
            "fields": [
                "comments",
                "instructions"
            ],
            "checks": null,
            "actions": [
                "history"
            ],
            "operations": [
                "complete",
                "reassign",
                "assign"
            ]
        },
        {
            "base": null,
            "id": "task-2.1",
            "label": "Task 2.1 (custom)",
            "where": null,
            "contentURL": null,
            "multiple": null,
            "mandatory": null,
            "signature": null,
            "repeatable": null,
            "appearance": null,
            "due": null,
            "assignee": "assignee-task-2.1",
            "context": {
                "context": "expression",
                "config": {
                    "expressions": [
                        "id",
                        "from[EBOM].to.id"
                    ],
                    "privileged": true
                }
            },
            "fields": [
                "instructions"
            ],
            "checks": null,
            "actions": [
                "history"
            ],
            "operations": [
                "complete",
                "reassign",
                "assign"
            ]
        },
        {
            "base": null,
            "id": "task-2.2",
            "label": "Task 2.2 (person-in-role)",
            "where": null,
            "contentURL": null,
            "multiple": null,
            "mandatory": null,
            "signature": true,
            "repeatable": null,
            "appearance": null,
            "due": null,
            "assignee": "assignee-task-2.2",
            "fields": [
                "comments",
                "field-mos",
                "field-context-name",
                "field-custom-value",
                "instructions"
            ],
            "checks": null,
            "actions": [
                "history"
            ],
            "operations": [
                "complete",
                "reassign",
                "assign"
            ]
        },
        {
            "base": null,
            "id": "task-3",
            "label": "Task 3 (user)",
            "where": null,
            "contentURL": null,
            "multiple": true,
            "mandatory": null,
            "signature": true,
            "repeatable": true,
            "appearance": null,
            "due": null,
            "assignee": "assignee-task-3",
            "fields": [
                "comments"
            ],
            "checks": null,
            "actions": [
                "history"
            ],
            "operations": [
                "complete",
                "assign"
            ]
        }
    ],
    "groups":[
		{
			"id":"g1",
			"tasks": [
                    "task-2.1",
                    "task-2.2"
                ],
			"actions":[
				"promote"
			]
		}
	],
    "workflow": {
        "flow": [
            [
                "task-1",
                [
                    "task-2.1",
                    "task-2.2"
                ],
                "task-3"
            ]
        ],
        "actions": [
            "history",
             {
            "events": [
                "Started",
                "Stopped",
                "Terminated"
             ],
            "trigger": "promote",
                "config": {
                   "privileged": true
                }
        }
        ],
        "context": {
            "context": "expression",
            "config": {
                "expressions": [
                    "id",
                    "from[EBOM].to.id"
                ],
                "privileged": true
            }
        },
        "watcher": {
            "id": "watcher-flow",
            "type": "person",
            "values": null,
            "config": null,
            "handler": {
                "name": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.watcher.EverythingWatcher",
                "config": {
                    "key": "value"
                }
            },
            "values": [
                "Adam Sandler",
                "Jennifer Aniston"
            ]
        },
        "operations": [
            "add",
            "delete",
            "stop",
            "restart",
            "terminate"
        ]
    }
}

9.3. Id

Type: String

unique id for the workflow configuration.

e.g.

{
    "id": "global-sample-builder",

    ...
}

9.4. Label

Type: String

label for the workflow configuration.

e.g.

{
    ...

    "label": "Global Sample Workflow",

    ...
}

9.5. Version

Type: Number

version for the workflow configuration.

e.g.

{
    ...

    "version": 0.1,

    ...
}

9.6. Default

Type: DefaultCfg

Schema

{
    "due": DefaultDue,
    "field": DefaultField,
    "access": DefaultAccess,
    "operation": DefaultOperation,
    "trigger": DefaultTrigger,
    "assignee": DefaultAssignee,
    "task": DefaultTask
}

Represents a Default, that can be referred by Workflow.

e.g.

{
    ...

    "default": {
        "due": {
            "id": "default",
            "days": 4,
            "activation": "task-activated"
        },
        "field": {
            "id": "default",
            "multiline": true,
            "appearance": {
                "reject": "readable",
                "thread": "hidden",
                "reassign": "readable",
                "approve": "readable",
                "complete": "readable"
            }
        },
        "access": {
            "id": "default",
            "include": [
                "Adam Sandler",
                "Jennifer Aniston",
                "Software Quality Engineering"
            ],
            "exclude": [
                "Test Everything",
                "Software Quality Engineer"
            ],
            "config": {
                "inverse":true
            }
        },
        "operation": {
            "id": "default",
            "status": {
                "task": [
                    "approved",
                    "rejected"
                ],
                "flow": [
                    "active"
                ]
            },
            "users": [
                "participant",
                "assignee"
            ],
            "where":"context.user == 'creator'",
            "access":{
                "include":[
                    "Adam Sandler",
                    "Jennifer Aniston",
                    "Software Quality Engineering"
                ],
                "exclude": [
                    "Test Everything",
                    "Software Quality Engineer"
                ],
                "config": {
                    "inverse": true
                }
            }
        },
        "trigger": {
            "id": "default",
            "where": "(context.user == 'creator')",
            "events": [
            ]
        },
		"context": {
            "context": "expression",
            "config": {
				"expressions": [
					"id",
					"from[EBOM].to.id"
				],
                "privileged": true
            }
        },
        "assignee": {
            "id": "default",
            "type": "user",
            "values": [
                "Test Everything"
            ],
            "appearance": {
                "reject": "readable",
                "thread": "hidden",
                "reassign": "readable",
                "approve": "readable",
                "complete": "readable"
            },
            "autocomplete": "user",
            "config": {
                "key": "value"
            }
        },
        "task": {
            "id": "default",
            "label": "Task",
            "signature": false,
            "mandatory": false,
            "repeatable": false,
            "multiple": true,
            "where": "context.user == 'Test Everything'",
            "appearance": "visible",
            "operations": [
                "approve",
                "reject",
                "reassign",
                "assign"
            ],
            "actions": [
                "history"
            ],
            "fields": [
                "instructions",
                "comments"
            ],
            "due": {
                "days": 2,
                "activation": "task-activated"
            }
        }
    }

    ...
}

9.6.1. DefaultDue

Type: DueCfg

refers an inline DueCfg.

e.g.

{
    ...

    "default": {

        ...

        "due": {
            "id": "default",
            "days": 4,
            "activation": "task-activated",
            "handler":{
                "name":"com.technia.tvx.collaboration.workflow.cfg.dueHandler.CustomDueDateHandler",
                "config":{
                }
            }
        }

        ...
    }

    ...
}

9.6.2. DefaultField

Type: FieldCfg

refers an inline FieldCfg.

e.g.

{
    ...

    "default": {

        ...

        "field": {
            "id": "default",
            "multiline": true,
            "appearance": {
                "reject": "readable",
                "thread": "hidden",
                "reassign": "readable",
                "approve": "readable",
                "complete": "readable"
            }
        }

        ...
    }

    ...
}

9.6.3. DefaultAccess

Type: AccessCfg

refers an inline AccessCfg.

e.g.

{
    ...

    "default": {

        ...

        "access": {
            "id": "default",
            "include": [
                "Adam Sandler",
                "Jennifer Aniston",
                "Software Quality Engineering"
            ],
            "exclude": [
                "Test Everything",
                "Software Quality Engineer"
            ],
            "config": {
                "inverse": true
            }
        }

        ...
    }

    ...
}

9.6.4. DefaultOperation

Type: OperationCfg

refers an inline OperationCfg.

e.g.

{
    ...

    "default": {

        ...

        "operation": {
            "id": "default",
            "status": {
                "task": [
                    "approved",
                    "rejected"
                ],
                "flow": [
                    "active"
                ]
            },
            "users": [
                "participant",
                "assignee"
            ],
            "where": "context.user == 'creator'",
            "access": {
                "include": [
                    "Adam Sandler",
                    "Jennifer Aniston",
                    "Software Quality Engineering"
                ],
                "exclude": [
                    "Test Everything",
                    "Software Quality Engineer"
                ],
                "config": {
                    "inverse":true
                }
            }
        }

        ...
    }

    ...
}

9.6.5. DefaultTrigger

Type: TriggerCfg

refers an inline TriggerCfg.

e.g.

{
    ...

    "default": {

        ...

        "trigger": {
            "id": "default",
            "where": "(context.user == 'creator')",
            "events":[
            ]
        }

        ...
    }

    ...
}

9.6.6. DefaultContext

Type: ContextCfg

refers an inline ContextCfg.

e.g.

{
    ...

    "default": {

        ...

        "context": {
            "context": "expression",
            "config": {
                "expressions": [
                    "id",
                    "from[EBOM].to.id"
                ],
                "privileged": true
            }
        }

        ...
    }

    ...
}

9.6.7. DefaultAssignee

Type: AssigneeCfg

refers an inline AssigneeCfg.

e.g.

{
    ...

    "default": {

        ...

        "assignee": {
            "id": "default",
            "type": "user",
            "values": [
                "Test Everything"
            ],
            "appearance": {
                "reject": "readable",
                "thread": "hidden",
                "reassign": "readable",
                "approve": "readable",
                "complete": "readable"
            },
            "autocomplete": "user",
            "config": {
                "key": "value"
            }
        }

        ...
    }

    ...
}

9.6.8. DefaultTask

Type: TaskCfg

refers an inline TaskCfg.

e.g.

{
    ...

    "default": {

        ...

        "task": {
            "id": "default",
            "history":false,
            "label": "Task",
            "signature": false,
            "mandatory": false,
            "repeatable": false,
            "multiple": true,
            "where": "context.user == 'Test Everything'",
            "appearance": "visible",
            "operations": [
                "approve",
                "reject",
                "reassign",
                "assign"
            ],
            "actions": [
                "history"
            ],
            "fields": [
                "instructions",
                "comments"
            ],
            "due": {
                "days": 2,
                "activation": "task-activated"
            }

        }

        ...
    }

    ...
}

9.7. Due

Type: DueCfg

Schema

{
    "base": DueBase,
    "id": DueId,
    "days": DueDays,
    "activation":  DueActivation,
     "handler":{
                "name":"com.technia.tvx.collaboration.workflow.cfg.dueHandler.CustomDueDateHandler",
                "config":{
                }
            }
}

Represents a Due, that can be referred by Tasks.

e.g.

{
    ...

    "task:" {

        ...

        "due": {
            "base": null,
            "id": "default",
            "days": 1,
            "activation": "task-activated",
            "handler":"com.technia.tvx.collaboration.workflow.cfg.dueHandler.CustomDueDateHandler"
        }

        ...
    }

    ...
}

9.7.1. DueBase

Type: String

refers a existing configured DueCfg’s DueId. This inherits configurations from the base, that can be overriden locally.

e.g.

{
    "base": "due-urgent",
    "id": "due-asap"

    ...
}

9.7.2. DueId

Type: String

unique id of the due.

e.g.

{
    "id": "due-urgent",

    ...
}

9.7.3. DueDays

Type: Number

Number of days for the due.

e.g.

{
    "days": 2,

    ...
}

9.7.4. DueActivation

Type: String

fixed value. options are,

  • "workflow-started"

  • "task-activated"

e.g.

{
    "activation": "task-activated",

    ...
}

9.7.5. DueHandler

To use the custom logic to set the due date for task.

Type: String/Object

refers a class’s full name which implements com.technia.tvc.collaboration.workflow.model.dao.enovia.config.DueHandler

e.g.

{
    "handler":"com.technia.tvx.collaboration.workflow.cfg.dueHandler.CustomDueDateHandler",

    ...
}

To pass some config parameters, we could define the handler with following property:

  • name : refers a class’s full name which implements com.technia.tvc.collaboration.workflow.model.dao.enovia.config.DueHandler

  • config : additional parameter

{
     "handler":{
                "name":"com.technia.tvx.collaboration.workflow.cfg.dueHandler.CustomDueDateHandler",
                "config":{
                }
            },


    ...
}

9.8. Access

Type: AccessCfg

Schema

{
    "base": AccessBase,
    "id": AccessId,
    "access":  AccessHandler,
    "config": AccessConfig,
    "include": AccessIncludeAssignees,
    "exclude": AccessExcludeAssignees
}

Represents a Access, that can be referred by Tasks.

e.g.

{
    ...

    "accesses": [
        {
            "base": null,
            "id": "access-inverse",
            "access": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.access.CustomAccess",
            "config": {
                "inverse": true
            },
            "include": [
                "Jennifer Aniston",
                "Will Smith"
            ],
            "exclude": [
                "Test Everything",
                "Adam Sandler"
            ]
        }
    ],

    ...
}

9.8.1. AccessBase

Type: String

refers a existing configured AccessCfg’s AccessId. This inherits configurations from the base, that can be overridden locally.

e.g.

{
    "base": "access-user",
    "id": "access-super-user"

    ...
}

9.8.2. AccessId

Type: String

unique id of the access.

e.g.

{
    "id": "access-librarian",

    ...
}

9.8.3. AccessHandler

Type: String

refers a class’s full name which implements com.technia.tvc.collaboration.workflow.model.access.Access.

e.g.

{
    ...

    "access": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.access.CustomAccess",

    ...
}

9.8.4. AccessConfig

Type: Map<Object,Object>

any custom configuration values.

e.g.

{
    ...

    "config": {
        "inverse": true
    }

    ...
}

9.8.5. AccessIncludeAssignees

Type: Array<String>

Any valid ENOVIA™ schema names of "person" or "role" or "group"

e.g.

{
    ...

    "include": [
        "Jennifer Aniston",
        "Will Smith",
        "Software Quality Engineer",
        "Software Quality Engineering"
    ],

    ...
}

9.8.6. AccessExcludeAssignees

Type: Array<String>

Any valid ENOVIA schema names of "person" or "role" or "group"

e.g.

{
    ...

    "exclude": [
        "Jennifer Aniston",
        "Will Smith",
        "Software Quality Engineer",
        "Software Quality Engineering"
    ],

    ...
}

9.9. Field

Type: FieldCfg

Schema

{
    "base": FieldBase,
    "id": FieldId,
    "label": FieldLabel,
    "type": FieldType,
    "multiline": FieldMultiline,
    "retain": FieldRetain,
    "value": FieldValue,
    "handler": FieldHandler,
    "values": Array<FieldValue>,
    "appearance": FieldAppearance,
    "type": FieldType
}

Represents a Field, that can be referred by Tasks.

There are following built-in fields which are,

  • "instructions"

  • "comments"

  • "warning" : warning message during delete task operation

  • "dueDate"

  • "automationDetails" : It shows the descriptions of actions which will be performed after completion of task operation, in task operation form.

e.g.

{
    ...

    "fields": [
        {
            "base": null,
            "id": "field-context-name",
            "label": "Context Object Name",
            "multiline": false,
            "list":"ordered",
            "value": "<context object name>",
            "handler": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.fieldvaluehandler.NameFieldValueHandler",
            "values": null,
            "appearance": {
                "create": "readable",
                "reassign": "editable",
                "thread": "hidden",
                "approve": "readable",
                "complete": "readable",
                "reject": "readable",
                "assign": "readable"
            }
        }
    ],

    ...
}

9.9.1. FieldBase

Type: String

refers a existing configured FieldCfg’s FieldId. This inherits configurations from the base, that can be overriden locally.

e.g.

{
    "base": "field-common",
    "id": "field-steps"

    ...
}

9.9.2. FieldId

Type: String

unique id of the field.

e.g.

{
    "id": "field-context-name",

    ...
}

9.9.3. FieldLabel

Type: String

The label that will be displyed on the Workflow Forms for the field.

e.g.

{
    ...

    "label": "Context Object Name",

    ...
}

9.9.4. FieldMultiline

Type: Boolean

Whether to show multiline input control for the field.

e.g.

{
    ...

    "multiline": true,

    ...
}

9.9.5. FieldList

Type: String

To show the values of field in ordered or unordered list

e.g.

{
    ...

    "list": "ordered/unordered",

    ...
}

view

 . Field Value 1
 . Field Value 2

9.9.6. FieldRetain

Type: Boolean

Whether to retain the field value for reassign and assign operations. The default value is true. For builtin field "comments" is false.

e.g.

{
    ...

    "retain": true,

    ...
}

9.9.7. Replicate

Type: Boolean

Whether to replicate the field value for reassign and assign operations on both the current and the new revisions. The default value is false. When replicate is true, both the latest revision and previous revision gets updated with the field value.

e.g.

{
    ...

    "replicate": true,

    ...
}

For the reassign and assign operations, if the field setting replicate is false, then the field value is copied only to the new revision.

9.9.8. FieldValue

Type: FieldValue

Schema

{
    "value": String,
    "display": String,
    "selected": Boolean
}

Represents a field value.

e.g.

{
    ...

    "values" : [
        {
            "value": "actual value",
            "display": "display value",
            "selected": true
        }
    ]

    ...
}

FieldValue could also be a string resource property key for internationalization.

Sample configuration

{
    ...
    "values" : [
       "tvc.workflow.task.field.value1",
       "tvc.workflow.task.field.value2",
       "tvc.workflow.task.field.value3"
    ],


    ...
}

Corresponding properties can be defined in the string resource property file as shown below.

e.g.

tvc.workflow.task.field.value1 = Set Change Order Approval List

Following TVC system property allows the saving of fields with blank values, enabling their display in the task thread.

Property

Description

Default Value

tvc.collaboration.workflow.task.field.allowEmptyValue

Allow to store the fields with blank value

false

9.9.9. FieldHandler

Type: String

refers a class’s full name which implements com.technia.tvc.collaboration.workflow.model.dao.enovia.config.FieldHandler.

FieldHandler is used to return multiple values.

Built-In Handler Description

AutomationDetailsFieldValueHandler

It captures description of trigger and push it to automationDetails field.

DueDateFieldValueHandler

It populates due date value in dueDate field.

NameFieldValueHandler

Statement based field value handler

DescriptionFieldValueHandler

Statement based field value handler

WarningFieldValueHandler

It populates value inside warning field.

e.g.

{
    ...

    "handler": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.fieldvaluehandler.NameFieldValueHandler",

    ...
}

9.9.10. FieldAppearance

Type: Map<Component, Appearance>

Component

Type: Component

fixed value. options are,

  • "create"

  • "reassign"

  • "thread"

  • "approve"

  • "complete"

  • "reject"

  • "assign"

Appearance

Type: Appearance

fixed value. options are,

  • "readable"

  • "hidden"

  • "mandatory"

  • "editable"

  • "text"

  • "visible"

Represents a component and appearance mapping.

e.g.

{
    ...

    "appearance": {
        "create": "readable",
        "reassign": "editable",
        "thread": "hidden",
        "approve": "readable",
        "complete": "readable",
        "reject": "readable",
        "assign": "readable"
    }

    ...
}

9.9.11. FieldType

Type: String

Current Supported types are date and select.

  • date : value should be passed in "YYYY-MM-DD" format only.

e.g.

{
    ...

    "type": "date",
    "value": "2019-01-23"

    ...
}

  • select : to select a value from the list of values.

e.g.

{
    ...

    "type": "select",
    "values": [Follow Instruction1, Follow Instruction2, Follow Instruction3]

    ...
}
image
Figure 31. selecting a value from list of values

  • autocomplete : to select values from database by using search terms based on the user’s input and config.

e.g.

{
    ...

    "type":"autocomplete",
	"autocomplete":{
		"handler":"dataset",
		"config":{
			"dataset": "tvc:dataset:tvx:enc/Organizations.xml",
			"value": "name"
			}
		},

    ...
}
image
Figure 32. selecting value using autocomplete
FieldAutocomplete

Type: Map<Object,Object>

Defines configuration for autocomplete field type

    "autocomplete": {
    	"handler": FieldAutocompleteHandler,
    	"config": FieldAutocompleteConfig
    }

FieldAutocompleteHandler

Type: String

Built-in handlers or refer to a class’s full name which implements com.technia.tvc.core.gui.autocomplete.AutoCompleteHandler.

  • "collaboration.person"

  • "collaboration.role"

  • "collaboration.group"

  • "collaboration.user"

  • "collaboration.memberlist"

  • "collaboration.usergroup"

All the built-in handler of the Core component is also supported.

When implementing an autocomplete field using the built-in handlers from the Core component, it is important to specify the appropriate handler configuration. This can be done by passing the handler config under the autocomplete config, which will ensure that the correct handlers are used for the search.

Please refer Built-In Core Autocomplete Handler for details.

FieldAutocompleteConfig

Type: Map<Object,Object>

Config for autocomplete handler and selectize field configuration for autocomplete search.

e.g.

    "autocomplete":{
		"handler": "businessobject",
		"config":{
			"typePattern": "Part",
			"openOnFocus": true,
			"preload": true
		}
	}

9.9.12. FieldStatusAppearance

Type: Map<TaskStatus, Appearance>

Represents a Task Status and appearance mapping. Based on this mapping, field will be displayed in task details based on task status. Default value is visible.

e.g.

{
    ...

    "status": {
        "active": "visible",
        "rejected": "hidden",
        "unassigned": "hidden",
        "approved": "visible",
        "complete": "hidden",
        "pending": "hidden"
    }

    ...
}

9.10. Operation

Type: OperationCfg

Schema

{
    "base": OperationBase,
    "id": OperationId,
    "label": OperationLabel,
    "where": OperationWhere,
    "operation": OperationHandler,
    "config": OperationConfig,
    "access": OperationAccess,
    "users": OperationUser,
    "statuses": OperationStatuses
}

Represents a Operation, that can be referred by Tasks.

There are following built-in operations that are,

  • "complete"

  • "approve"

  • "reject"

  • "assign"

  • "reassign"

  • "setduedate"

  • "updatetaskcontexts"

e.g.

{
    ...

    "operations": [
        {
            "base": null,
            "id": "operation-reassign-task",
            "label": null,
            "where": null,
            "operation": "reassign",
            "config": {
                "key": "value"
            },
            "access": "access-inverse",
            "users": [
                "assignee",
                "owner",
                "participant"
            ],
            "statuses": [
                "approved"
            ]
        }
    ],

    ...
}

9.10.1. OperationBase

Type: String

refers a existing configured OperationCfg’s OperationId. This inherits configurations from the base, that can be overriden locally.

e.g.

{
    "base": "operation-common",
    "id": "operation-reassign-task"

    ...
}

9.10.2. OperationId

Type: String

unique id of the operation.

e.g.

{
    "id": "operation-reassign-task",

    ...
}

9.10.3. OperationLabel

Type: String

Custom label for the operation. label can be a property key.

e.g.

{
    ...

    "base": "complete",
    "label": "Done Task",

    ...
}

9.10.4. OperationWhere

Type: String

Whether the operation can be executed.

e.g.

{
    ...

    "where": "(context.user == 'Test Everything')",

    ...
}

9.10.5. OperationHandler

Type: String

refers a class’s full name which implements com.technia.tvc.collaboration.workflow.model.operation.Operation.

e.g.

{
    ...

    "operation": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.operation.CustomOperation",

    ...
}

9.10.6. OperationConfig

Type: Map<Object,Object>

custom configuration values in key value pair.

Following are pre-defined configs which could be used for operation definition.

Name Details

form-title

String value or String resource property key for operation form custom title.

form-submit-label

String value or String resource property key for operation form custom submit label.

e.g.

{
    ...

    "config": {
        "inverse": true,
        "form-title":"Forwarding the Task",
        "form-submit-label":"forward"
    }

    ...
}

9.10.7. OperationAccess

Type: String

refers a existing configured AccessCfg’s AccessId. This inherits configurations from the base, that can be overriden locally.

e.g.

{
    ...

    "access": "access-librarian"

    ...
}

9.10.8. OperationUser

Type: Array<User>

User

Type: User

fixed value. options are,

Option Description

assignee

Assignee of the Task.

owner

Creator of the workflow.

recipient

Persons in Group/Role when Task is assigned to Group/Role.

watcher

Watchers on the Workflow.

all

All users.

Types of user for whom the operation is available.

e.g.

{
    ...

    "users": [
        "assignee",
        "owner",
        "recipient"
    ],

    ...
}

9.10.9. OperationStatuses

Type: Array<Status>

Status

Type: Status

fixed value. options are,

  • "Rejected"

  • "Approved"

  • "Reassigned"

  • "Complete"

  • "Pending"

  • "Active"

  • "Unassigned"

  • "Excluded"

  • "Assigned"

  • "Active and Unassigned"

  • "Started"

  • "Stopped"

  • "Restarted"

  • "Terminated"

Types of task status at which operation is enabled.

e.g.

{
    ...

    "statuses": [
        "approved",
        "complete"
    ],

    ...
}

9.11. Context

Type: ContextCfg

Schema

{
    "base": ContextBase,
    "id": ContextId,
    "context": Context,
    "config": ContextConfig,
    "autocomplete" : FieldAutoComplete
}

Represents a Context, that can be referred by Tasks/ Workflow.

There is a built-in contexts that is,

  • expression

if "expression" context returns no contexts, then current context would be connected. To include current contexts along with expression contexts use "id" selectable in "expressions" config.

  • repeatable

if there are multiple context for task then task will be splitted into multiple task each per context. single context will be connected to each splitted task.

  • autocomplete

autocomplete config is used by update contexts operation to load the contexts for context field of Update Contexts form. Refer field autocomplete section for autocomplete configs.

e.g.

{
    ...

    "contexts": [
        {
            "base": null,
            "id": "context-from-ebom",
            "context": "expression",
            "repeatable": true,
            "config": {
                "expressions": [
                    "id",
                    "from[EBOM].to.id"
                ],
                "privileged": true
            },
            "autocomplete":{
                "handler":"dataset",
                "config":{
                    "dataset": "tvc:dataset:tvx:enc/EBOM.xml"
                }
            }
        }

        ...
    ],

    ...
}

9.11.1. ContextBase

Type: String

refers a existing configured ContextCfg’s ContextId. This inherits configurations from the base, that can be overriden locally.

e.g.

{
    "base": "context-promote",
    "id": "context-selective-promote"

    ...
}

9.11.2. ContextId

Type: String

unique id of the context.

e.g.

{
    "id": "context-product",

    ...
}

9.11.3. ContextHandler

Type: String

refers a class’s full name which implements com.technia.tvc.collaboration.workflow.model.context.Context.

e.g.

{
    ...

    "context": "com.technia.tvc.collaboration.workflow.cfg.context.impl.builtin.ExampleContext",

    ...
}

9.11.4. ContextConfig

Type: Map<Object,Object>

any custom configuration values.

e.g.

{
    ...

    {
        ...

        "context": "expression",
        "config": {
            "expressions": [
				"id",
				"from[EBOM].to.id"
			]
        }

        ...

    }

    ...
}
Context Edit Widget

Support for editing the context object through the helium widget.

It will help to avoid navigating to multiple windows to edit the context object which requires to complete a task.

The user could define a form widget with the required fields for the specific task.

editWidget: Helium based Widget to edit the context object.

editTarget: inline or popup. In inline mode, the widget is open inside the task thread. default is a popup mode which open as a modal dialog.

{
    ...

    {
        ...

        "context": "expression",
        "config": {
            ...,
            "editWidget":"/hex/engineering/ChangeProcess",
            "editTarget":"inline"
        }

        ...

    }

    ...
}
image
Figure 33. Edit task context in inline mode

9.12. Assignee

Type: AssigneeCfg

Schema

{
    "base": AssigneeBase,
    "id": AssigneeId,
    "type": AssigneeType,
    "config": AssigneeConfig,
    "handler": AssigneeHandlerCfg,
    "autocomplete": AssigneeAutocompleteCfg,
    "values": Array<AssigneeValue>,
    "appearance": AssigneeAppearance,
    "retain": AssigneeRetain
}

Represents a Assignee, that can be referred by Tasks.

e.g.

{
    ...

    "assignees": [
        {
            "base": null,
            "id": "assignee-person-within-role",
            "type": "person",
            "values": null,
            "handler": null,
            "autocomplete": {
                "handler": "person",
                "config": {
                    "roles": [
                        "Design Engineer",
                        "role_LibraryUser",
                        "role_Employee"
                    ]
                }
            },
            "values": null,
            "retain":false,
            "appearance": null
        },
         {
            "base": null,
            "id": "assignee-custom",
            "type": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssignee",
            "handler": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssigneeHandler",
            "autocomplete": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssigneeAutocompleteHandler",
            "values": null,
            "appearance": null
        }
    ],

    ...
}

9.12.1. AssigneeBase

Type: String

refers a existing configured AssigneeCfg’s AssigneeId. This inherits configurations from the base, that can be overriden locally.

e.g.

{
    "base": "assignee-task-common",
    "id": "assignee-task-review"

    ...
}

9.12.2. AssigneeId

Type: String

unique id of the assignee.

e.g.

{
    "id": "assignee-task-release",

    ...
}

9.12.3. AssigneeType

Type: AssigneeType

fixed or custom value. options are,

  • "person"

  • "role"

  • "group"

  • "user"

  • "memberlist"

  • "usergroup"

or any class implementing "com.technia.tvc.collaboration.core.model.Assignee"

e.g.

{
    ...

    "assignees" : [
        {
            ...

            "type": "role",

            ...
        },
        {
            ...

            "type": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssignee",

            ...
        }
    ]

    ...
}

9.12.4. AssigneeValue

Type: String

Assignee name that can match the Assignee-Type configured.

e.g.

{
    ...

    "assignees" : [
        {
            ...

            "type": "user",
            "values": [
                "Adam Sandler",
                "Software Quality Engineering",
                "Will Smith"
            ],

            ...
        }
    ]

    ...
}

9.12.5. AssigneeHandlerCfg

Type: AssigneeHandler | AssigneeHandlerCfg

Type: AssigneeHandlerCfg

Schema

{
	"name": AssigneeHandler,
	"config": AssigneeHandlerConfig
}

Represents a AssigneeHandler, that is used in Assignee.

e.g.

{
    ...

    "assignees": [
        {
            ...

            "handler": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssigneeHandler",

            ...
        },
         {
            ...

            "handler": {
                "name": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssigneeHandler",
                "config": {
                    "key": "value"
                }
            }

            ...
        }
    ],

    ...
}
AssigneeHandler

Type: String

refers a class’s full name which implements com.technia.tvc.collaboration.workflow.model.dao.enovia.config.AssigneeHandler.

e.g.

{
    ...

    "assignees": [
        {
            ...

            "handler": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssigneeHandler",

            ...
        },
         {
            ...

            "handler": {
                "name": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssigneeHandler",
            }

            ...
        }
    ],

    ...
}
AssigneeHandlerConfig

Type: Map<Object,Object>

any custom configuration values. This configuration will be available for AssigneeHandler.

e.g.

{
    ...

    "assignees": [
        {
            ...

            "handler": {
                "name": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssigneeHandler",
                "config": {
                    "key": "value"
                }
            }

            ...
        }
    ],

    ...
}

9.12.6. AssigneeAutocompleteCfg

Type: String | AssigneeAutocompleteCfg

fixed or custom complex value. options are,

  • "person"

  • "role"

  • "group"

  • "user"

  • "memberlist"

  • "usergroup"

Schema

{
	"handler": AssigneeAutocompleteHandler,
	"config": AssigneeAutocompleteConfig
}
AssigneeAutocompleteHandler

Type: String

refers a class’s full name which implements com.technia.tvc.core.gui.autocomplete.AutoCompleteHandler.

e.g.

{
    ...

    "assignees": [
        {
            ...

            "autocomplete":  "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssigneeAutocompleteHandler"

            ...
        },
        {
            ...

            "autocomplete": {
                "handler": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssigneeAutocompleteHandler",
                "config": {
                    "key": "value"
                }
            }

            ...
        },
    ],

    ...
}
AssigneeAutocompleteConfig

Type: Map<Object,Object>

any custom configuration values. This configuration will be available for AssigneeAutocompleteHandler.

e.g.

{
    ...

    "config": {
        "key": "value"
    }

    ...
}

9.12.7. AssigneeAppearance

Type: Map<Component, Appearance>

Component

Type: Component

fixed value. options are,

  • "create"

  • "reassign"

  • "thread"

  • "approve"

  • "complete"

  • "reject"

  • "assign"

Appearance

Type: Appearance

fixed value. options are,

  • "readable"

  • "hidden"

  • "mandatory"

  • "editable"

  • "text"

  • "visible"

Represents a component and appearance mapping.

e.g.

{
    ...

    "appearance": {
        "create": "readable",
        "reassign": "editable",
        "thread": "hidden",
        "approve": "readable",
        "complete": "readable",
        "reject": "readable",
        "assign": "readable"
    }

    ...
}

9.12.8. AssigneePretext

Type: String / String Resource Property

The pretext that will be displayed on task list page before task assignee.

e.g.

{
    ...

    "pretext": "Assigned to group : ",

    ...
}


{
    ...

    "pretext": "tvc.collaboration.workflow.task.assignee.pretext ",

    ...
}

9.12.9. AssigneeConfig

Type: Map<Object,Object>

any custom configuration values.

e.g.

{
    ...

    {
        ...

        "type": "person",
        "config": {
            "preload": true,
            "openOnFocus": true
        }

        ...

    }

    ...
}

The following config can be used to tune the assignee autocomplete field.

preload: to load the assignee options on a load of field.

openOnFocus: To open the assignee list on focus.

These configuration properties would override the behavior of following TVC system property.

Property Description Default Value

tvc.collaboration.autocomplete.loadOnFocus

To preload and open the assignee list on focus

false

Refer OrganizationResolver chapter for more details.

9.12.10. AssigneeRetain

Type: Boolean

Whether to retain the task assignee value for reassign and other custom operations. The default value is true.

e.g.

{
    ...

    "retain": false,

    ...
}

9.13. Trigger

Type: TriggerCfg

Schema

{
    "base": TriggerBase,
    "id": TriggerId,
    "descriptions": TriggerDescriptions,
    "where": TriggerWhere,
    "events": TriggerEvents,
    "trigger": Trigger,
    "config": TriggerConfig
}

Represents a Trigger, that can be referred by Tasks.

There are following built-in triggers that are,

  • "promote"

  • "demote"

  • "history"

  • "setstate"

  • "sign"

  • "jpo"

  • "flowstatus"

  • "script"

  • "copy"

  • "invokeservice"

  • "invokejavaclass"

copy built-in trigger does only support owner and description basic properties and all attribute to update in context object.

  • "workflowhistory"

workflowhistory built-in trigger is used to add the custom history of task operations in workflow.

e.g.

{
    ...

    "triggers": [
        {
            "base": null,
            "id": "action-custom-history",
            "descriptions":["custom history"],
            "where": null,
            "events": [
                "approved",
                "complete",
                "rejected"
            ],
            "trigger": "history",
            "config": {
                "value": "custom history info",
                "privileged": true,
                "context": "both",
                "alternate-ids-expression" : "from[EBOM].to.id",
                "sort-ids-expression": "from[EBOM].to.id"
            }
        },
        {
            "base": null,
            "id": "copy-trigger",
            "descriptions": ["copy context object"],
            "where": null,
            "events": [
                "approved",
                "complete"
            ],
            "trigger": "copy",
            "config": {
                "copy": {
                   "owner": ["description", "attribute_Notes"],
                   "modified": "attribute_Notes",
                   "attribute_TVCCollaborationTitle": "attribute_Notes"
                },
                "privileged": true,
                "context": "task"
            }
        }

        ...
    ],

    ...
}

9.13.1. TriggerBase

Type: String

refers a existing configured TriggerCfg’s TriggerId. This inherits configurations from the base, that can be overriden locally.

e.g.

{
    "base": "trigger-promote",
    "id": "trigger-selective-promote"

    ...
}

9.13.2. TriggerId

Type: String

unique id of the trigger.

e.g.

{
    "id": "action-promote",

    ...
}

9.13.3. TriggerDescriptions

Type: Array<String>

descriptions for trigger.

You can also change description of built in trigger directly using below properties in TVCStringResources.properties file.

Trigger Key Default Value

tvc.collaboration.workflow.trigger.promote.description

Promote Context Object

tvc.collaboration.workflow.trigger.demote.description

Demote Context Object

tvc.collaboration.workflow.trigger.copy.description

Copy the task attributes on context object attributes

tvc.collaboration.workflow.trigger.history.description

Adding the task operation into context object history log

e.g.

{
    "tasks": [

    {

    "fields": ["automationDetails","instructions"],

    "actions": ["copy-trigger", "history"]

    }

    ],

    "triggers": [
    {
      "id": "copy-trigger",
      "descriptions": ["tvc.collaboration.label.sent"]
    }

    ]

    ...
}

9.13.4. TriggerWhere

Type: String

Whether the trigger can be executed.

e.g.

{
    ...

    "where": "(context.user == 'Test Everything')",

    ...
}

9.13.5. TriggerHandler

Type: String

refers a class’s full name which implements com.technia.tvc.collaboration.workflow.model.trigger.Trigger.

e.g.

{
    ...

    "trigger": "com.technia.tvc.collaboration.workflow.cfg.trigger.impl.builtin.ExampleTrigger",

    ...
}

If TriggerHandler returns an error without error message, the default error message 'Error From Trigger : TRIGGER_NAME' will be shown. It can be configurable by changing value for the property key tvc.collaboration.workflow.trigger.failure.alert in TVCStringResources.properties file as shown below.

tvc.collaboration.workflow.trigger.failure.alert = Error From Trigger : {0}

9.13.6. TriggerConfig

Type: Map<Object,Object>

Following are specific configs used by respective builtin triggers.

Name Default Value Details

alternate-ids-expression

null

Expression to evaluate alternate ids

sort-ids-expression

null

Expression to sorts physical id’s to be promoted in specific order.

privileged

null

boolean to execute the trigger on privileged context.

context

either

enum of 'workflow', 'task', 'both', 'either' to execute the trigger in context of task/workflow.

e.g.

{
    ...
    {
         ...

        "trigger": "promote",
        "config": {
        	"alternate-ids-expression" : "from[Proposed Activities].to.paths.path[Where].element[0].physicalid"
        }
        ...
    },

    {
        ...

        "trigger": "flowstatus",
        "config": {
            "status": "complete",
            "context": "workflow"
        }

        ...

    },
    {
        ...

        "trigger": "jpo",
        "config": {
            "program": "emxCustomProgram",
            "method": "logEvent",
            "context": "task"
        }

        ...

    },
    {
        ...

        "trigger": "setstate",
        "config": {
            "state": "Review",
            "privileged": true,
            "context": "either"
        }

        ...

    },
    {
        ...

        "trigger": "sign",
        "config": {
            "signature": "Design Reviewer",
            "action": "approve",
            "comment": "approving the design",
            "privileged": true,
            "context": "both"
        }

        ...

    },
    {
        ...

        "trigger": "script",
        "config":{
            "modules": [
                "panel",
                "myspace"
            ],
            "script":"(function(){top.refreshTablePage();}())"
        }

        ...

    }

    ...
}
Config for invokeservice trigger

Following are specific configs used by invokeservice built-in triggers.

Name Details

service

service config path. Please Refer Service Configuration section to configure the service.

updateTaskContexts

boolean, to update the Task context with return object from service.

updateWorkflowContexts

boolean, to update the workflow context with return object from service.

e.g.

 {
    ...
    "trigger":"invokeservice",
	"events":[
			"Active"
	],
	"config":{
		"service": "tvc:service:tvx:common/CreateChangeAction.xml",
		"updateTaskContexts": true,
		"updateWorkflowContexts": true
	}
    ...
 }
Config for invokejavaclass trigger

Following are specific configs used by invokejavaclass built-in triggers.

Name DataType Details

class

String

The full name of the class.

method

String

method to execute.

constructorArguments

Array

Array of constructor parameters type and value.

methodArguments

Array

Array of method parameters type and value.

returnDataExpression

String

JSONPath expression to get result data from the method return value.

updateTaskContexts

boolean to update the Task context with return object from the method.

updateWorkflowContexts

The following method and constructor values are supported.

Name Details

context

matrix DB context.

triggerresultdata

data returned from previous trigger execution.

workflowcontexts

existing workflow contexts.

taskcontexts

existing Task contexts.

e.g.

 {
    ...
    "trigger":"invokejavaclass",
	"config":{
		"class": "com.dassault_systemes.enovia.enterprisechangemgt.common.ChangeAction",
		"constructorArguments":[{
			"type": "java.lang.String",
			"value": "triggerResultData"
		}],
		"method": "connectAffectedItems",
		"methodArguments":[{
			"type": "matrix.db.Context",
			"value": "context"
		},{
			"type" : "matrix.util.StringList",
			"value": "workflowContexts"
		}],
		"returnDataExpression":"$.objIDCAMap"
	}
    ...
 }
Config for jpo trigger

Following are specific configs used by jpo builtin triggers.

Name DataType Details

program

String

JPO name.

method

String

method to execute.

arguments

Struct

JPO Argument Map.

returnDataExpression

String

JSONPath expression to get result data from method return value.

updateTaskContexts

boolean to update the Task context with return object from method.

updateWorkflowContexts

e.g.

 {
    ...
  "trigger":"jpo",
  "config":{
        "program": "enoECMChangeOrder",
		"method": "createChange",
		"arguments": {
			"RequestValuesMap":{
				"TypeActual": ["Change Order"],
				"Policy": ["Fast track Change"],
				"Vault": ["eService Production"]
				},
			"CreateMode": "NewCO",
			"functionality": "AddToNewChange"
		},
		"returnDataExpression":"$.id",
		"updateTaskContexts":true,
		"updateWorkflowContexts":true
	}
    ...
 }

9.13.7. TriggerEvents

Type: Array<Event>

Event

Type: Event

fixed value. options are,

  • "Rejected"

  • "Approved"

  • "Reassigned"

  • "Complete"

  • "Pending"

  • "Active"

  • "Unassigned"

  • "Excluded"

  • "Assigned"

  • "Active and Unassigned"

  • "Started"

  • "Stopped"

  • "Restarted"

  • "Terminated"

Types of task events at which trigger is enabled.

e.g.

{
    ...

    "events": [
        "approved",
        "complete",
        "stopped"
    ],

    ...
}

9.14. Task

Type: TaskCfg

Schema

{
    "base": TaskBase,
    "id": TaskId,
    "label": TaskLabel,
    "where": TaskWhere,
    "multiple": TaskMultiple,
    "mandatory": TaskMandatory,
    "signature": TaskSignature,
    "repeatable": TaskRepeatable,
    "delete": TaskDelete,
    "appearance": TaskAppearance,
    "due": TaskDue,
    "assignee": TaskAssignee,
    "context": TaskContext,
    "fields": Array<TaskField>,
    "checks": Array<TaskTrigger>,
    "actions": Array<TaskTrigger>,
    "operations": Array<TaskOperation>,
    "history": TaskHistory,
    "automationHistory" : TaskAutomationHistory
}

Represents a Task, that can be referred by Workflow.

e.g.

{
    ...

    "tasks": [
        {
            "base": null,
            "id": "task-review",
            "label": "Part Review",
            "where": null,
            "multiple": true,
            "mandatory": null,
            "signature": true,
            "repeatable": false,
            "delete": false,
            "appearance": null,
            "due": null,
            "assignee": "assignee-task-review",
            "context": {
                "context": "expression",
                "config": {
                    "expressions": [
                        "id",
                        "from[EBOM].to.id"
                    ],
                    "privileged": true
                }
            },
            "fields": [
                "comments"
                "field-context-name",
                "instructions",
                "automationDetails"
            ],
            "checks": null,
            "actions": [
                "history",
                "action-super-promote",
            ],
            "operations": [
                "reassign",
                "assign",
                "operation-review"
            ],
            "history":true,
            "automationHistory":true
        }

        ...
    ],

    ...
}

9.14.1. TaskBase

Type: String

refers a existing configured TaskCfg’s TaskId. This inherits configurations from the base, that can be overriden locally.

e.g.

{
    "base": "task-review",
    "id": "task-manager-review"

    ...
}

9.14.2. TaskId

Type: String

unique id of the task.

e.g.

{
    "id": "task-review",

    ...
}

9.14.3. TaskLabel

Type: String

The label of the task.

e.g.

{
    ...

    "label": "Buyers Review",

    ...
}

TaskLabel could also be a string resource property key for internationalization.

Sample configuration

{
    ...
    "id":"setup",
    "label":"tvc.collaboration.workflow.task.label.setup",
    "signature":false,
    ...
}

Corresponding properties can be defined in the string resource property file as shown below.

e.g.

tvc.collaboration.workflow.task.label.setup = setup

9.14.4. TaskWhere

Type: String

Whether the task can be included.

e.g.

{
    ...

    "where": "(context.user == 'Test Everything')",

    ...
}

9.14.5. TaskMultiple

Type: Boolean

Whether to allow selection of multiple assignee for the task.

e.g.

{
    ...

    "multiple": true,

    ...
}

9.14.6. TaskMandatory

Type: Boolean

Whether selection of assignee for the task is mandatory.

e.g.

{
    ...

    "mandatory": true,

    ...
}

9.14.7. TaskSignature

Type: Boolean

Whether the task approval or rejection requires re-entry of user credential. Core Authenticator would be used to authenticate the user credential.

e.g.

{
    ...

    "signature": true,

    ...
}

9.14.8. TaskRepeatable

Type: Boolean

Whether the task will be repeated if multiple assignees selected or the assignee types resolves to multiple users.

e.g.

{
    ...

    "repeatable": true,

    ...
}

9.14.9. TaskDelete

Type: Boolean

Default: true

Whether the task will able to be deleted by workflow owner if delete operation is configured in workflow.

e.g.

{
    ...

    "delete": true,

    ...
}

9.14.10. TaskAdhoc

Type: Boolean | AdhocCfg

Defines the add task operation behavior for context task. Default behavior is true.

It defines following behavior.

  • Whether the task configuration should be used for Add Task workflow operation.

  • Whether + icon will be displayed to add the parallel and serial task.

e.g.

{
    ...

    "adhoc": true,

    ...
}
{
    ...

    "adhoc": {
       "add" : true,
       "serial" : true,
       "parallel" : true
    },

    ...
}
TaskAdhocAdd

Whether the task configuration should be used for Add Task workflow operation. If false then task configuration will not be displayed in configuration list in add task form.

{
    ...

    "adhoc": {
       "add" : false,
    },

    ...
}
TaskAdhocParallel

Whether the task should have + icon for adding parallel task. + icon will not be displayed on task with false value.

{
    ...

    "adhoc": {
       "parallel" : false,
    },

    ...
}
TaskAdhocSerial

Whether the task branch should have + icon for adding serial task. + icon will not be displayed on task branches which are in forward direction with false value.

{
    ...

    "adhoc": {
       "serial" : false,
    },

    ...
}
TaskAdhocParallelTasks

Available task configurations to add the parallel tasks in the add task form.

{
    ...

    "adhoc": {
       "parallel-tasks" : ["Task-1"],
    },

    ...
}
TaskAdhocSerialTasks

Available task configurations to add the serial tasks in the add task form.

{
    ...

    "adhoc": {
       "serial-tasks" : ["Task-2.1","Task-2.2"],
    },

    ...
}

9.14.11. TaskAppearance

Type: Map<Component, Appearance>

Component

Type: Component

fixed value. options are,

  • "create"

  • "reassign"

  • "thread"

  • "approve"

  • "complete"

  • "reject"

  • "assign"

Appearance

Type: Appearance

fixed value. options are,

  • "hidden"

  • "visible"

Represents a component and appearance mapping.

e.g.

{
    ...

    "appearance": {
        "create": "hidden",
        "reassign": "visible",
        "thread": "hidden",
        "approve": "visible",
        "complete": "visible",
        "reject": "visible",
        "assign": "visible"
    }

    ...
}

9.14.12. TaskDue

Type: String | DueCfg

refers a DueId (recommended as it enables reuse) or inline DueCfg.

e.g.

{
    ...

    "tasks": [
        {
            ...

            "due": "due-urgent"

            ...
        },
        {
            ...

            "due": {
                "days": 1,
                "activation": "task-activated"
            }

            ...
        }
    ]

    ...
}

9.14.13. TaskAssignee

Type: String | AssigneeCfg

refers a AssigneeId (recommended as it enables reuse) or inline AssigneeCfg.

e.g.

{
    ...

    "tasks": [
        {
            ...

            "assignee": "assignee-person-within-role"

            ...
        },
        {
            ...

            "assignee": {
                "type": "person",
                "autocomplete": {
                    "handler": "person",
                    "config": {
                        "roles": [
                            "Design Engineer",
                            "role_LibraryUser",
                            "role_Employee"
                        ]
                    }
                }
            }

            ...
        }
    ]

    ...
}

9.14.14. TaskContext

Type: String | ContextCfg

refers a ContextId (recommended as it enables reuse) or inline ContextCfg.

  • repeatable

if there are multiple context for task then task will be splitted into multiple task each per context. single context will be connected to each splitted task.

e.g.

{
    ...

    "tasks": [
        {
            ...

            "context": {
                "context": "expression",
                "repeatable": true,
                "config": {
                    "expressions": [
                        "id",
                        "from[EBOM].to.id"
                    ],
                    "privileged": true
                }
            }
            ...
        }
    ]

    ...
}

9.14.15. TaskField

Type: String | FieldCfg

refers a FieldId (recommended as it enables reuse) or inline FieldCfg.

e.g.

{
    ...

    "tasks": [
        {
            ...

            "fields": [
                "instruction",
                "field-context-name",
                "automationDetails",
                {
                    "label": "Meaning of signature",
                    "multiline": false,
                    "value": "This is Approval",
                    "appearance": {
                        "create": "readable",
                        "reassign": "editable"
                    }
                }
            ]

            ...
        }
    ]

    ...
}

9.14.16. TaskTrigger

Type: String | TriggerCfg

refers a TriggerId (recommended as it enables reuse) or inline TriggerCfg.

e.g.

{
    ...

    "tasks": [
        {
            ...

            "checks": [
                "check-valid-state"
            ],
            "actions": [
                "action-promote-connected",
                {
                    "events": [
                        "approved",
                        "complete",
                        "rejected"
                    ],
                    "trigger": "history",
                    "config": {
                        "privileged": true
                    }
                }
            ]

            ...
        }
    ]

    ...
}

9.14.17. TaskOperation

Type: String | OperationCfg

refers a OperationId (recommended as it enables reuse) or inline OperationCfg.

e.g.

{
    ...

    "tasks": [
        {
            ...

            "operations": [
                "complete",
                "reassign",
                "assign",
                {
                    "operation": "reassign",
                    "access": "access-inverse",
                    "users": [
                        "assignee",
                        "owner",
                        "participant"
                    ],
                    "statuses": [
                        "approved"
                    ]
                }
            ]

            ...
        }
    ]

    ...
}

9.14.18. TaskHistory

Type: Boolean

refers to task history icon Default Value: true

Note: This property will be used only if user set tvc.collaboration.workflow.task.history=true inside tvc.properties file.

image
Figure 34. Task History Icon

e.g.

{
    "history": false

    ...
}

9.14.19. Task Automation History

Type: Boolean

Display the Automation which are executed on task in task thread including task activation (Default value: false).

For Example:

if task is completed then show the task completions and activation(if only activated) automation details in thread.

image
Figure 35. Task Automation History

e.g.

{
    "automationHistory": true

    ...
}

9.14.20. TaskClassMapping

Type: Map<TaskStatus, String>

Represents a Task Status and custom css class mapping. Custom class will be added into the class list of graph node and other elements of task UI.

Additional css resources can be added in TVCWorkflowConfig.xml to define custom classes. (refer Additional Resources in Workflow admin guide)

e.g.

{
    ...

    "css-class-mapping": {
        "reassigned": "forwarded",
        "approved": "done",
        "rejected": "absconded",
    }

    ...
}

9.14.21. TaskStatusMapping

Type: Map<TaskStatus, String>

Represents a Task Status and custom display status mapping. Custom display status will be displayed in tooltip and other UI instances in place of original status.

custom display status could also be a String resource property key for internationalization.

e.g.

{
    ...

    "status-mapping": {
        "reassigned": "forwarded",
        "approved": "tvc.workflow.approved.customstatus",
        "rejected": "absconded",
    }

    ...
}

9.15. Group

Type: GroupCfg

Schema

{
    "base": GroupBase,
    "id": GroupId,
    "tasks": [
        Task-Id1,
        Task-Id2],
    "actions":  [
        GroupAction
    ],
    "context":GroupContext
}

Allows you to configure the group of task to acheive the following grouped behavior:

  • An action to execute after a combination of tasks has been completed. This is achieved by adding the tasks in a group. The action is then assigned to the group. The action will be executed once when all tasks in a group fulfills the action event.

e.g.

    ...

    "groups:" [
        {

         "base": null,
         "id": "group1",
         "tasks": [
            "Task1"
            ],
         "actions": [
            "promote"
            ]
        },
        {

         "base": null,
         "id": "group2",
         "tasks": [
            "Task2.1",
            "Task2.2"
            ],
         "actions": [
            "demote"
            ]
        },
    ]
    ...

  • To split the group of tasks if there are multiple group context. Group of tasks will be splitted into multiple groups each per context and will be arranged in separate parallel flow. e.g.

    ...

    "groups:" [
        {

         "base": null,
         "id": "group1",
         "tasks": [
            "B","C"
            ],
         "context": {
                "context": "expression",
                "repeatable": true,
                "config": {
                    "expressions": [
                       "from[Change Action].to.id"
                    ]
                }
            }
        }
    ]
    ...
A - - B - - C - - D
Above flow is arranged in following flow if group is having 2 context for the group.
       - B1 - - C1 -
A - |                | - D
       - B2 - - C2 -

9.15.1. GroupBase

Type: String

Refers a existing configured GroupCfg’s GroupId. This inherits configurations from the base, that can be overriden locally.

e.g.

{
    "base": "group1",
    "id": "group2"

    ...
}

9.15.2. GroupId

Type: String

unique id of the Group.

e.g.

{
    "id": "group1",

    ...
}

9.15.3. GroupTasks

Type: Array

List of task config id to be grouped.

e.g.

{
    "tasks": [
        "Task2.1",
        "Task2.2"
    ],

    ...
}

9.15.4. GroupActions

Type: Array

List of actions which need to be executed on group of tasks.

e.g.

{
    "actions": [
        "custom-trigger",
        "promote"
    ],

    ...
}

9.15.5. GroupContext

Type: String | ContextCfg

refers a ContextId (recommended as it enables reuse) or inline ContextCfg.

  • repeatable

if there are multiple context for group then group will be splitted into multiple group each per context. Group will be arranged in separate parallel flow.

e.g.

{
    ...

    "groups": [
        {
            ...

            "context": {
                "context": "expression",
                "repeatable": true,
                "config": {
                    "expressions": [
                        "id",
                         "from[Change Action].to.id"
                    ],
                    "privileged": true
                }
            }
            ...
        }
    ]

    ...
}

9.16. Workflow

Type: WorkflowCfg

Schema

{
    "flow": WorkflowFlow,
    "watcher":  WorkflowWatcher,
    "context":  WorkflowContext,
    "operations": Array<WorkflowOperation>,
    "actions": Array<WorkflowActions>
}

Represents Workflow, that layouts Tasks and workflow level operations.

e.g.

{
    ...

    "workflow": {
        "flow": [
            [
                "task-1",
                [
                    "task-2.1",
                    "task-2.2"
                ],
                "task-3"
            ]
        ],
        "actions": [
            "custom-trigger",
             {
            "events": [
                "Started",
                "Stopped",
                "Terminated"
             ],
            "trigger": "promote",
                "config": {
                   "privileged": true
                }
            }
        ],
		"context": {
            "context": "expression",
            "config": {
				"expressions": [
					"id",
					"from[EBOM].to.id"
				],
                "privileged": true
            }
        },
        "watcher": {
            "type": "person",
            "values": [
                "Adam Sandler",
                "Jennifer Aniston"
            ],
            "handler": {
                "name": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.watcher.EverythingWatcher",
                "config": {
                    "key": "value"
                },
            }
        },
        "operations": [
            "add",
            "delete",
            "stop",
            "restart",
            "terminate"
        ]
    }

    ...
}

9.16.1. WorkflowFlow

Type: String | Array

defines the structure/flow of the workflow using configured TaskId's

e.g.

{
    ...

    "workflow": [
        [
            "task-1",
            [
                "task-2.1",
                "task-2.2"
            ],
            "task-3"
        ]
    ]

    ...
}

9.16.2. WorkflowContext

Type: String | ContextCfg

refers a ContextId (recommended as it enables reuse) or inline ContextCfg.

e.g.

{
    ...

    "workflow": {
        ...

        "context": {
            "context": "expression",
            "config": {
                "expressions": [
                    "id",
                    "from[EBOM].to.id"
                ],
                "privileged": true
            }
        }

        ...
    }

    ...
}

9.16.3. WorkflowWatcher

Type: WatcherCfg

Schema

{
    "type": WatcherType,
    "values": Array<WatcherValue>,
    "handler":  WatcherHandlerCfg
}

Represents a Watcher configuration, which can result into multiple watchers who watch the workflow.

e.g.

e.g.

{
    ...

    "workflow": {
        ...

        "watcher": {
            "type": "person",
            "values": [
                "Adam Sandler",
                "Jennifer Aniston"
            ],
            "handler": {
                "name": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.watcher.EverythingWatcher",
                "config": {
                    "key": "value"
                },
            }
        },
        ...
    }

    ...
}
WatcherType

Type: AssigneeType

fixed or custom value. options are,

  • "person"

  • "role"

  • "group"

  • "user"

  • "memberlist"

  • "usergroup"

or any class implementing "com.technia.tvc.collaboration.core.model.Assignee"

e.g.

{
    ...

    "assignees" : [
        {
            ...

            "type": "role",

            ...
        },
        {
            ...

            "type": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.assignee.CustomAssignee",

            ...
        }
    ]

    ...
}
WatcherValue

Type: String

Watcher name that can match the WatcherType configured.

e.g.

{
    ...

    "watcher" : {
            ...

            "type": "user",
            "values": [
                "Adam Sandler",
                "Software Quality Engineering",
                "Will Smith"
            ],

            ...
        }

    ...
}
WatcherHandlerCfg

Type: WatcherHandler | WatcherHandlerCfg

Type: WatcherHandlerCfg

Schema

{
    "name": WatcherHandler,
    "config": WatcherHandlerConfig
}

Represents a WatcherHandler, that is used in Watcher.

e.g.

{
    ...

    "handler": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.watcher.EverythingWatcher",

    ...
}

or

{
    ...

   "handler": {
        "name": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.watcher.EverythingWatcher",
        "config": {
            "key": "value"
        }
    }

    ...
}
WatcherHandler

Type: String

refers a class’s full name which implements com.technia.tvc.collaboration.workflow.model.dao.enovia.config.WatcherHandler.

e.g.

{
    ...

    "handler": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.watcher.EverythingWatcher",

    ...
}

or

{
    ...

   "handler": {
        "name": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.watcher.EverythingWatcher",
    }

    ...
}
WatcherHandlerConfig

Type: Map<Object,Object>

any custom configuration values. This configuration will be available for WatcherHandler.

e.g.

{
    ...

   "handler": {
        "name": "com.technia.tvc.collaboration.discussion.model.dao.enovia.example.watcher.EverythingWatcher",
        "config": {
            "key": "value"
        }
    }

    ...
}

9.16.4. WorkflowOperation

Type: String | OperationCfg

refers a OperationId (recommended as it enables reuse) or inline OperationCfg.

e.g.

{
    ...

    "workflow": {
        ...

        "operations": [
            "add",
            "delete",
            "stop",
            "restart",
            "terminate",
            "updatecontexts"
        ]

        ...
    }

    ...
}

9.16.5. WorkflowActions

Type: Array

List of actions which need to be executed on workflow.

e.g.

{
    ...
    "actions": [
        "custom-trigger",
         {
            "events": [
                "Started",
                "Stopped",
                "Terminated"
             ],
            "trigger": "promote",
                "config": {
                   "privileged": true
                }
        }
    ],

    ...
}

9.16.6. WorkflowNotification

Type: Boolean

All the task assignee get the notification on workflow creation by default. The following configuration could be used to control this behaviour and send the notification only to the initially activated task assignee.

e.g.

{
    ...

    "notifyAllOnStart": false,

    ...
}

Following TVC property can be used to control this behavior at global level.

Property Description Default Value

tvc.collaboration.workflow.notifyAllOnStart

To control the notification send on workflow creation to all task assignee or only active task assignee

true

9.16.7. WorkflowHistory

Type: Boolean

Refers to workflow history icon to show the workflow history. The default value is true.

tvc.collaboration.workflow.history TVC property can be used to control the display of workflow history icon at the system level. The default value is true.
image
Figure 36. Workflow History Icon

e.g.

{
    ...

    "history": false,

    ...
}

With the use of workflowhistory built-in trigger task operation’s custom history could be added under workflow.

"tasks":[{
      ...
      "actions":["workflowhistory"],
      ...
   }]
image
Figure 37. Workflow History along with the Task operations

9.16.8. WorkflowFormTemplate

Type: Boolean

Workflow Form Template is used to save the prefilled assignee and field values as templates so that users can quickly apply saved templates during the setup new workflow.

image
Figure 38. Save Workflow Form Template.

By default save template menu is enabled for all the workflow json config. The following system property could be used to hide the save template menu globally.

Property Description Default Value

tvc.collaboration.workflow.saveFormTemplate

To show the save template menu

true

To disable this behavior only to a specific workflow json, saveFormTemplate property is introduced which could be defined as below

"workflow":{
      ...

      "saveFormTemplate":"false",

      ...
   }

10. Workflow Configuration Provider

The <WorkflowConfigProvider> element allows to provide dynamic Workflow Configuration for the context object. The full name of the class which implements the interface "com.technia.tvc.collaboration.workflow.cfg.WorkflowConfigProvider" is configured in attribute "className".

e.g.

A basic Route Template based provider is part of the installation. RouteWorkflowConfigProvider finds the available "Route Templates" in ENOVIA and converts them as TVC WorkflowConfigs.

package com.technia.tvc.collaboration.workflow.cfg.provider.impl;

public class RouteWorkflowConfigProvider implements WorkflowConfigProvider {

    @Override
    public String getId() {
        return "Example Route Based Template Config Provider";
    }

    @Override
    public Collection<WorkflowConfig> getConfigs(ConfigContext ctx, boolean best) throws TVCException {
     switch(ctx.getMode()){
        case FILTER :
             //  return EMPTY list of BLANK config with custom FILTER panel config
        case TOOLBAR:
            //  return BLANK config with only id along with custom menu if any
        case CONTEXT:
            //  return EMPTY list of BLANK config with custom context info reolver
        case CONFIG:
               return getRouteConfigs();
     }
    }

    ....
}

NOTE: Workflow configs are fetched through getConfigs API. The API is invoked multiple times to get multiple child configs. There could be a performance issue with the workflow config provider when multiple lines of code or DB calls are executed to get the workflow configs.

Workflow configs could be returned based on the condition which can get through the getMode method of ConfigContext. An Empty list or blank config with custom Toolbar/filter/contextInfoResolver if any could be returned based on the config mode.

There are the following config modes.

  • FILTER : to get the panel filter config

  • TOOLBAR : to get the panel toolbar config.

  • CONTEXT : to get the ContextInfoResolver config.

  • CONFIG : It is the default mode. JSON Config is required to create the workflow.

11. Workflow Configuration Builder

Apart from WorkflowConfig and [JSONConfig], a Java based Builder API is available to create the Workflow Config JSON using Java.

e.g.

...

    public WorkflowConfig createConfig() throws TVCException {

        try {

             JsonConfigValue json = new JsonConfigValue.Builder().setVersion(1.0f)
                .setLabel("Global Sample Workflow (Builder)")
                .setId("global-sample-builder")

                .setDefault(new DefaultCfgValue.Builder()
                    .setDue(new DueCfgValue.Builder("default").setDays(1)
                        .setActivation(Activation.TASK_ACTIVATED)
                        .build())
                    .setField(new FieldCfgValue.Builder("default").setLabel("default")
                        .setMultiline(false)
                        .setAppearance(Component.CREATE, Appearance.READABLE)
                        .setAppearance(Component.REASSIGN, Appearance.EDITABLE)
                        .setAppearance(Component.THREAD, Appearance.HIDDEN)
                        .setAppearance(Component.APPROVE, Appearance.READABLE)
                        .setAppearance(Component.COMPLETE, Appearance.READABLE)
                        .setAppearance(Component.REJECT, Appearance.READABLE)
                        .setAppearance(Component.ASSIGN, Appearance.READABLE)
                        .build())
                    .setTask(
                            new TaskCfgValue.Builder("default").setSignature(false)
                                .setMandatory(true)
                                .setMultiple(true)
                                // .setRepeatable(false)
                                .setFields("comments")
                                .setOperations("approve", "reject", "assign")
                                .build())
                    .build())

                .addDue(new DueCfgValue.Builder("due-task-1").setDays(1)
                    .setActivation(Activation.WORKFLOW_STARTED)
                    .build())

                .addOperation(new OperationCfgValue.Builder("operation-reassign-task")
                    .setAccess(new AccessCfgValue.Builder("access-inverse")
                        .setConfig(new StructBuilder().set(CustomAccess.INVERSE, true).build())
                        .setExcludes("Test Everything", "Adam Sandler")
                        .setIncludes("Jennifer Aniston", "Will Smith")
                        .setAccess(CustomAccess.class)
                        .build())
                    .setConfig(new StructBuilder().set("key", "value").build())
                    .setOperation("reassign")
                    .setUsers(User.ASSIGNEE, User.OWNER, User.PARTICIPANT)
                    .setWhere(null)
                    .setTaskStatuses(TaskStatus.APPROVED)
                    .build())

                .addField(new FieldCfgValue.Builder("field-mos").setLabel("Meaning of signature")
                    .setValue("this is Approval")
                    .build())

                .addField(new FieldCfgValue.Builder("field-custom-value").setLabel("Custom Value")
                    .setValue("sample custom value field")
                    .build())

                .addField(new FieldCfgValue.Builder("field-context-name").setLabel("Context Object Name")
                    .setHandler(new FieldValueHandlerCfgValue.Builder(NameFieldValueHandler.class, null).build())
                    .build())

                .addAssignee(new AssigneeCfgValue.Builder("assignee-task-1").setAssigneeType(AssigneeType.PERSON)
                    .setValues("Will Smith")
                    .setAutocomplete("person")
                    .setAppearance(Component.CREATE, Appearance.READABLE)
                    .build())

                .addAssignee(new AssigneeCfgValue.Builder("assignee-task-2.1").setAssigneeType(CustomAssignee.class)
                    .setHandler(CustomAssigneeHandler.class)
                    .setAutocomplete(CustomAssigneeAutocompleteHandler.class)
                    .build())
                .addAssignee(new AssigneeCfgValue.Builder("assignee-task-2.2").setAssigneeType(AssigneeType.PERSON)
                    .setAutocomplete(new AssigneeAutocompleteCfgValue.Builder("person").setConfig(new StructBuilder()
                        .set("roles", new ArrayBuilder().item("Design Engineer", "role_LibraryUser").build())

                        .build()).build())
                    .build())
                .addAssignee(new AssigneeCfgValue.Builder("assignee-task-3").setAssigneeType(AssigneeType.USER)
                    .setAutocomplete("user")
                    .setValues("Adam Sandler", "Software Quality Engineering", "Will Smith")
                    .build())

                .addTrigger(new TriggerCfgValue.Builder("action-flow-complete")
                    .setEvents(Arrays.asList(TaskStatus.APPROVED))
                    .setTrigger("flowstatus")
                    .setConfig(new StructBuilder().set("status", "complete").build())
                    .build())

                .addTrigger(new TriggerCfgValue.Builder("action-any-rejected")
                    .setEvents(Arrays.asList(TaskStatus.REJECTED))
                    .setTrigger("demote")
                    .setConfig(new StructBuilder().set("privileged", false).build())
                    .build())

                .addTrigger(new TriggerCfgValue.Builder("action-custom-history")
                    .setEvents(Arrays.asList(TaskStatus.APPROVED))
                    .setTrigger("history")
                    .setConfig(new StructBuilder().set("privileged", false).set("value", "custom history info").build())
                    .build())

                .addTrigger(new TriggerCfgValue.Builder("action-panel-table-refresh")
                    .setEvents(Arrays.asList(TaskStatus.APPROVED, TaskStatus.COMPLETE, TaskStatus.REJECTED))
                    .setTrigger("script")
                    .setConfig(new StructBuilder().set("script", "(function(){ top.refreshTablePage(); }())")
                        .set("modules", new ArrayBuilder().item("panel", "myspace", "collaboration").build())
                        .build())
                    .build())

                .addTask(new TaskCfgValue.Builder("task-1").setLabel("Task 1 (role)")
                    .setSignature(true)
                    .setAppearance(Appearance.VISIBLE)
                    .setActions("history", "action-panel-table-refresh")
                    .setFields("comments", "instructions")
                    .setOperations("complete", "reassign", "assign")
                    .setDue("due-task-1")
                    .setRepeatable(true)
                    .setAssignee("assignee-task-1")
                    .build())

                .addTask(new TaskCfgValue.Builder("task-2.1").setLabel("Task 2.1 (custom)")
                    .setActions("history", "action-panel-table-refresh")
                    .setFields("instructions")
                    .setOperations("complete", "reassign", "assign")
                    .setAssignee("assignee-task-2.1")
                    .build())

                .addTask(
                        new TaskCfgValue.Builder("task-2.2").setLabel("Task 2.2 (person-in-role)")
                            .setSignature(true)
                            .setActions("history", "action-panel-table-refresh")
                            .setFields("comments", "field-mos", "field-context-name", "field-custom-value",
                                    "instructions")
                            .setOperations("complete", "reassign", "assign")
                            .setAssignee("assignee-task-2.2")
                            .build())

                .addTask(new TaskCfgValue.Builder("task-3").setLabel("Task 3 (user)")
                    .setSignature(true)
                    .setMultiple(true)
                    .setActions("history", "action-panel-table-refresh")
                    .setFields("comments")
                    .setRepeatable(true)
                    .setOperations("complete", "assign")
                    .setAssignee("assignee-task-3")
                    .build())

                .setWorkflow(
                        new WorkflowCfgValue.Builder()
                            .setFlow(new Flow(new Flow(new TaskCfgValue.Builder("task-1").build(),
                                    new Flow(new TaskCfgValue.Builder("task-2.1").build(),
                                            new TaskCfgValue.Builder("task-2.2").build()),
                                    new TaskCfgValue.Builder("task-3").build())))
                            .addTrigger(new TriggerCfgValue.Builder("action-custom-promote")
                                    .setEvents(Arrays.asList(WorkflowStatus.COMPLETE))
                                    .setTrigger("promote")
                                    .setConfig(new StructBuilder().set("privileged", true).build())
                                    .build())
                            .setWatcher(new WatcherCfgValue.Builder("watcher-flow").setValues("Jennifer Aniston")
                                .setHandler(new WatcherHandlerCfgValue.Builder().setName(EverythingWatcher.class)
                                    .setConfig(new StructBuilder().set("key", "value").build())
                                    .build())
                                .build())
                            .build())
                .build();

            WorkflowConfig config = new WorkflowConfig.Builder(json).setUIEnabled(true).build();

            return config;

        } catch (Exception ex) {
            throw new TVCException(ex);
        }
    }

...

12. Advanced filter (Exalead powered feature)

It is possible to configure something called advanced filter in order to control the data loaded for this component. This type of filtering is able to load and filter on data that has been indexed by Exalead. This can be used to filter out both notifications in the inbox and workflows in the side panel. These filters can be hidden or visible so that the user can change values in the UI.

image

12.1. Filter configuration

In order to enable a filter you can reference a filter configuration in your TVCWorkflowConfig.xml file like this.

<Filter ref="tvc:collaborationfilter:tvx:collaboration/Product.xml" />

12.1.1. <Filter> element

The base element for the actual filter configuration is the <Filter> element. That one has a number of attributes that can be used to control some behavior for the entire filter.

<Filter showOnLoad="true" visibleRowCount="3" visible="true">
Attribute Description Default Value

showOnLoad

Show filter on load or not (if set to false the user will have to click the filter icon to show the filter

true

visibleRowCount

How many filter rows (rows described later) that will be showed on load. Visibility of rest can be toggled by the user.

visible

Whether the filter should be shown or be hidden

true

12.1.2. <Row> element

Each filter can have any amount of rows. A row corresponds to a row in the filter user interface. Each row can have a label set and that will then be rendered to the far left. Each row can then have a single or multiple filter items. A row can be hidden using the "visible" attribute.

<Row visible="true">
    <Label>Anything</Label>
    <FilterItem>..</FilterItem>
    <FilterItem>..</FilterItem>
</Row>

12.1.3. <FilterItem>

A <FilterItem> represents an element that can be used to filter data (textfield, dropdown, button etc.). Each filteritem maps against one or multiple values that has been indexed by Exalead. Below is a complete example of a filteritem. Each element described after the example

<FilterItem>
    <Label>Workflow Status</Label>
    <Operator>EQUAL</Operator>
    <LogicalOperator>OR</LogicalOperator>
       <MapsTo>
             <Field>
                  <Name>TVC_COLLAB_WORKFLOW_STATUS</Name>
             </Field>
       </MapsTo>
       <Values>
             <Value selected="true">
                  <SubmitValue>Active</SubmitValue>
                  <DisplayValue>Active</DisplayValue>
             </Value>
             <Value>
                  <SubmitValue>Pending</SubmitValue>
                  <DisplayValue>Pending</DisplayValue>
             </Value>
             <Value>
                  <SubmitValue>Complete</SubmitValue>
                  <DisplayValue>Complete</DisplayValue>
             </Value>
              <Value>
                  <SubmitValue>Stopped</SubmitValue>
                  <DisplayValue>Stopped</DisplayValue>
             </Value>
        </Values>
       <UIControl>textbutton</UIControl>
</FilterItem>
<Operator>

Can be used to control what operator to use for this field item. It is not mandatory to specify this.

  • EQUAL (default)

  • NOT_EQUAL

  • LESS_THAN

  • GREATER_THAN

<LogicalOperator>

Can be used to control what logical operator to use for this field item. Not mandatory to set this.

  • OR (default)

  • AND

<MapsTo>

This element is used to map this field against either tags or indexed fields in Exalead. In order to filter on tags one or more <Tag> elements are used and in order to filter on fields one or more <Field> elements are used.

<MapsTo>
    <Tag>
        <Name>category</Name>
    </Tag>
    <Field>
        <Name>TVC_COLLAB_WORKFLOW_STATUS</Name>
    </Field>
</MapsTo>
<UIControl>

This element is used to control what type of UI control to use for this field. Supported values are:

DROPDOWN

Dropdown list with possibility to select ONE value.

MULTISELECTDROPDOWN

Dropdown list with possibility to select MULTIPLE values.

TEXT

Text field where user can enter any text

BOOLEANBUTTON

Yes/No buttons

TEXTBUTTON

Buttons containing custom values. (Each value renders as a button)

Some of these elements require you to configure the values that can be used. See next section

<Values>

This element is used to configure the allowed values for a <UIControl>. All UI controls except BOOLEANBUTTON and TEXT requires one or more values. Each value has a submit-value that is sent to the server and a display-value that is rendered for the user. A value can be configured to be default selected with the attribute "selected"

<Values>
    <Value>
        <SubmitValue>MHK</SubmitValue>
        <DisplayValue>MHK</DisplayValue>
    </Value>
    <Value selected="true">

Values can also be loaded through Java code like this.

<Values valueHandler="com.technia.tvc.example.valuehandler.ObjectIdValueHandler"/>

The value handler class needs to implement the com.technia.tvc.collaboration.core.model.dao.enovia.config.ValueHandler (deprecated) interface.

ValueHandler interface has been deprecated in favour of com.technia.tvc.collaboration.core.model.dao.enovia.config.FilterValueHandler.

Mine FilterItem Configuration

<FilterItem>
     <Label>Categories</Label>
     <Operator>EQUAL</Operator>
     <LogicalOperator>AND</LogicalOperator>
     <Type>mine</Type>
     <UIControl>textbutton</UIControl>
</FilterItem>

Due FilterItem Configuration

<FilterItem>
     <Label>Categories</Label>
     <Operator>EQUAL</Operator>
     <LogicalOperator>AND</LogicalOperator>
     <Type>due</Type>
     <UIControl>textbutton</UIControl>
</FilterItem>

Assigned FilterItem Configuration

Filter workflows based on Active tasks which are assigned to context user.

<FilterItem>
     <Operator>EQUAL</Operator>
     <LogicalOperator>AND</LogicalOperator>
     <Type>assigned</Type>
     <Value>
        <SubmitValue>Assigned</SubmitValue>
        <DisplayValue>Assigned</DisplayValue>
     </Value>
     <UIControl>textbutton</UIControl>
</FilterItem>

13. Enovia Based Filter

It is possible to enable Exalead powered feature and filter in enovia mode by setting the following system property key:

tvc.collaboration.enovia.filter=true

We could have performamce issue in comparision of exalead mode as searching mechanism is different in case of enovia and exlead mode.

13.1. Filter configuration

In Enovia mode, the same configurations which are defined for Exalead Powered feature need to be done to use the filter and features such as Unread, Archive, To ME, CC Me, Followup etc…​

13.2. Index File configuration

Following fields must be added in Exalead Indexed Configuration file.

<BOTYPEFIELDS name="TVCCollaborationMXCriteria">
			<FIELD name="TVC_COLLAB_MX_NOTIFICATION_USER_NAME"
				select="to[TVC Collaboration Notification].from.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_WORKFLOW_CONTEXT_ID"
				select="to[TVC Collaboration Set].from.to[TVC Collaboration Object Proxy].from.id"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_THREAD_CONTEXT_ID"
				select="to[TVC Collaboration Discussion].from.to[TVC Collaboration Discussion  Container].from.id"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_WORKFLOW_CONTEXT_PHYSICAL_ID"
				select="to[TVC Collaboration Set].from.to[TVC Collaboration Object Proxy].from.physicalid"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_THREAD_CONTEXT_PHYSICAL_ID"
				select="to[TVC Collaboration Discussion].from.to[TVC Collaboration Discussion Container].from.physicalid"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_THREAD_SENT_TO"
				select="from[TVC Collaboration Thread Message].to.from[TVC Collaboration Sent To].to.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_NOTIFICATION_UNREAD_USERS"
				select="to[TVC Collaboration Notification|attribute\[TVC Collaboration Unread Count\]>0].from.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_THREAD_LAST_MSG_SENT_TO"
				select="from[TVC Collaboration Last Message].to.from[TVC Collaboration Sent To|attribute\[TVC Collaboration Recipient Type\]==0].to.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_THREAD_LAST_MSG_SENT_CC"
				select="from[TVC Collaboration Last Message].to.from[TVC Collaboration Sent To|attribute\[TVC Collaboration Recipient Type\]==1].to.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_FOLLOWUP_USER_NAME"
				select="to[TVC Collaboration Followup].from.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_THREAD_FIRST_MSG_SENT_TO"
				select="from[TVC Collaboration First Message].to.from[TVC Collaboration Sent To].to.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_TASK_ASSIGNED"
				select="from[TVC Collaboration Item].to[|attribute\[TVC Collaboration Task Status\]==Active].owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_TASK_STATUS"
				select="from[TVC Collaboration Item].to[*|revision==last].attribute[TVC Collaboration Task Status]"
				type="STRING" />
		</BOTYPEFIELDS>

Multiple JPOs have been configured for mutiple filters for Exalead mode. These fields has been introduced to improve the performance on some extent by avoiding these JPO invocation.

14. Collaboration Panel Host based Visibility

Collaboration Panel can be used in variety of mode. ex: standalone, embedded, cross-domain. When using Helium in embedded mode, there could be double side panels. To avoid such situation and also to control which mode Collaboration Panel is enabled, following configurations can be used.

Property Description Default Value

tvc.collaboration.panel.classic.standalone

Enabling classic collaboration panel in standalone

(using tvcCollaborationPanelContent.jsp directly)

true

tvc.collaboration.panel.classic.embedded

Enabling classic collaboration panel in embedded

(default collaboration setup in ENOVIA or using tvcCollaborationPanelContent.jsp in iframes)

true

tvc.collaboration.panel.classic.crossdomain

Enabling classic collaboration panel in cross-domain

(using tvcCollaborationPanelContent.jsp in cross-domain iframe)

true

tvc.collaboration.panel.helium.standalone

Enabling helium collaboration panel in standalone

(default collaboration setup in Helium)

true

tvc.collaboration.panel.helium.embedded

Enabling helium collaboration panel in embedded

(using Helium in ENOVIA embedded mode)

false

tvc.collaboration.panel.helium.crossdomain

Enabling helium collaboration panel in cross-domain

(using Helium in ENOVIA cross domain embedded mode)

true

15. Workflow Multiple Context

Workflow can be created in context of multiple objects using collaboration javascript API.

e.g.

Following javascript can be called from command to launch the create dialog of workflow in context of multiple objects.

top.getCollaborator().openCollaborationPanel(['14668.27509.6640.55228', '14668.27509.6641.7837', '14668.27509.36080.39209'], { component: 'workflow', launchCreate: true });
image
Figure 39. Workflow multiple context

16. Additional Configurations

16.1. Date Format Configurations

Date formats inside collaboration user interface can be configured to display custom date format.

Collaboration component uses moment.js version 2.4.0 (http://momentjs.com/) for date/time display. So supporting formats documented here http://momentjs.com/docs/#/displaying/format/ and also a custom format "fromNow" equivalent to moment.js’s "fromNow" functionality.

Below properties can be configured to format the date used in sections of the collaboration component.

Property Description Default Value

tvc.collaboration.date.convert.userPreferenceTimeZone

Format the date depending on user preference timezone. Refer Figure 24.

true

tvc.collaboration.workflow.task.dateFormat

Date format used in Workflow task

fromNow

tvc.collaboration.workflow.list.dateFormat

Date format used in Workflows List

fromNow

Use | operator to pass multiple date formats as shown below.

tvc.collaboration.workflow.task.dateFormat="YYYY-MM-DD, HH:mm:ss | fromNow"

image
Figure 40. User Preference TimeZone

16.2. Miscellaneous Configurations

Additional property configurations for Collaboration

Property Description Default Value

tvc.collaboration.toastr.timeout

How long the toast alert will display (in Millisecond)

5000 (set 0 to stay indefinitely until closed)

16.3. Additional Resources

Additional resources like JavaScript, CSS, AjaxService and Custom Template can be included in workflow component.

<JavaScript>, <StyleSheet>, <AjaxService> and <Template> element can be repeated to support multiple resource inclusion.

<Resources> configuration can be under configuration elements like <MySpaceConfig>, <MySpaceAction>, <TopbarConfig>, <WorkflowConfigs>, <WorkflowConfig>.

<WorkflowConfigs>

    <Resources>
        <StyleSheet src="/tvx/collaboration/layout-styles.css"/>
        <Template id="panel/layout" src="/tvx/collaboration/panel-layout.hbs"/>
    </Resources>

    <WorkflowConfig for="type_Part">
        <Resources>
            <JavaScript src="/tvx/js/custom.js" />
            <AjaxService service="messages" />
        </Resources>
    </WorkflowConfig>

    <TopbarConfig>
        <Resources>
            <StyleSheet src="/tvx/css/custom.css" />
            <Template id="customTemplate" src="/tvx/template/custom.jsp" />
        </Resources>
    </TopbarConfig>

    <MySpaceConfig>

        <Resources>
            <StyleSheet src="/tvx/collaboration/layout-styles.css"/>
            <Template id="myspace/layout" src="/tvx/collaboration/myspace-layout.hbs"/>
        </Resources>

        <WorkflowAction>
            <Resources>
                <AjaxService service="tvxCollaborationService"/>
                <AjaxService service="jsontest"/>
                <JavaScript src="/tvx/collaboration/inboxCustomScript.js"/>
                <StyleSheet src="/tvx/collaboration/inboxCustomStyles.css"/>
            </Resources>
            <ContextMenu ref="tvc:menu:tvx:collaboration/InboxContextMenu.xml"/>
        </WorkflowAction>

        <ProfileAction>
            <Resources>
                <StyleSheet src="/tvx/css/custom.css"/>
            </Resources>
        </ProfileAction>

    </MySpaceConfig>

</WorkflowConfigs>

Ex: inboxCustomScript.js

tvc.define('script.tvx', [ 'collaborator.ready!', 'ajax.tvxCollaborationService' ],

function($collaborator, tvxCollaborationService) {
	var tvx = {
        fakeDelete : function($event, $notification, $command, $inbox) {
            tvxCollaborationService.fakeDeletePromise().then(function(result) {
                $notification.addClass('fake-deleted');
                alert(result);
            });
        }
    };
    return tvx;
});

Ex: InboxContextMenu.xml

...

<Command>
	<Label>Fake delete (ajax example)</Label>
	<Href><![CDATA[
		javascript:(function($event, $notification, $command, $inbox) {
			tvc.require(['script.tvx'], function(tvx) {
			   tvx.fakeDelete($event, $notification, $command, $inbox);
			});
		}($event, $notification, $command, $inbox));
	]]></Href>
</Command>

...