Visual Builder

Get Involved. Join the Conversation.

Topic

    Ronald Konijnenberg
    Integrating with Process Cloud: how to add attributes while...
    Topic posted September 25, 2019 by Ronald KonijnenbergGreen Ribbon: 100+ Points, tagged Action Flows, Process, REST, SaaS Integration, Services, Web 
    39 Views, 4 Comments
    Title:
    Integrating with Process Cloud: how to add attributes while submitting a task
    Summary:
    We don't know how to submit attributes to a process instance while submitting a task from a visual builder web application.
    Content:

    Goal
    We'd like to use Process Cloud to control our business process and include both human- and automated tasks. We however don't want to use Process Cloud's integrated webforms for human tasks, but use a webapplication built in Visual Builder instead.

    Approach

    1. We built a process in Process Cloud containing some human tasks and published it.
    2. We built a webapplication in Visual Builder.
    3. We succesfully integrated the published process in our webapplication and are able to:
      1. Start new process instances from our Visual Builder webapplication.
      2. Show a table containing assigned human tasks in our Visual Builder webapplication.
      3. Fulfill human tasks from our Visual Builder webapplication, making use of the 'actions' defined in the activity properties in Process Cloud.

    Problem
    When fulfilling a task, we'd like to submit attributes to be used in the remainder of the process. We only found how to submit an 'action' when fulfilling a task, but not how to add attributes.

    Question
    How do we submit attributes together with the 'action' while submitting a task from our Visual Builder webapplication that communicates with Process Cloud?

    Example
    Fictitious example involving a manager and his/her secretary and the attributes 'restaurant' and 'price':

    • Manager starts a process instance from the company's webapplication that orders a secretary to come up with a dinner proposal for a business meeting.
    • Secretary gets a task to do so and sees this in the company's webapplication
    • Secretary opens tasks to see what the manager asks for.
    • Secretary picks a restaurant and  negotiates a price
    • Secretary enters 'restaurant' and 'price' in the company's webapplication and submits, fulfilling the task.
    • The manager gets an approval task showing the 'restaurant' and 'price'.
    Version:
    19.1.3

    Comment

     

    • David Konecny

      I don't know whether it is possible to pass params with PCS Action call. One way to handle your fictitious example though would be to store data in VB application. The PCS Web Forms are not used which means that application UI is build completely outside of PCS, for example in VB app. That is:

      * Manager opens VB app in which he describes new Request and this request is stored in VB custom BO and new PCS process is started with RequestID (so that PCS process can fetch request details too - optional but might be needed - PCS can call REST call to access Request details from VB's BO)

      * Secretary gets email with new task with link to VB app in which she updates the Request and actions the PCS process using PCS Action

      * Manager gets email with task to Approve and he opens VB app where Secretary's dinner proposal is described

      Could that address your problem?

      Thanks,
      -David

      • Ronald Konijnenberg

        Hi David,

        Thanks for your reply. We think your solution might work for us! Let me react on the 3 steps you propose:

        1. "Manager opens VB app...": This is clear to us. We'll try this.
        2. "Secretary gets email...": We understand what you mean, but are not sure how to realize this. What we could think of is:
          1. Build a web page in VBCS that expects a request id passed on url as input parameter.
          2. Construct an url in VBCS that contains the correct RequestID input parameter as part of the url, and pass that url when starting the process instance, so that it's known in PCS.
          3. Include the url in the Secretary's task-details.
          4. Build a web page in VBCS that shows all tasks for a Secretary.
          5. Secretary clicks url from task details
          6. Url leads to web page mentioned at 1.
        3. More of the same.

        If you have any additional suggestions for step 2, we would appreciate it.

      • Ronald Konijnenberg

        Unfortunately we got stuck on the first step at "... and this request is stored in VB custom BO...". We'll have to resolve this first, before trying the rest of your suggestions.

        See: https://cloudcustomerconnect.oracle.com/posts/432ea81805