What are some best practices for basic workflow using biztalk 2009? - workflow

I'm working on a Biztalk 2009 proof of concept project and would like to setup a basic approval workflow.
Request Vacation.
Step 1. Request Vacation.
Step 2. Route Request to Manager.
Step 3. Manager Approve / Denies Vacation.
Step 4. Update Vacation Calender / Notify Originator of Approval.
Outside of Biztalk I'll have to provide an interface for requesting vacation and approving vacation.
How do I get the list of items pending approval for my manager?
I'm confused about if the list of pending items should be maintained / queried from Biztalk, or if I need to build a separate set of tables to manage what is awaiting approval.
Any help or suggestions would be greatly appreciated!

At it's core, BizTalk is a messaging bus (okay, not really, but it's a useful abstraction). It doesn't actually store data on its own. In point of fact, I'm not sure based just on this scenario that BizTalk is your best bet. If you have SharePoint, using normal WorkFlows through SharePoint might work better for you.
That said, if the BizTalk decision has been made, I'd do the following:
Interface for requesting / approving
The Approval interface would hook into a data store (probably a SQL DB) to get a list of the "waiting approval" items.
Once the status of the item is set to "Approved" or "Denied" have SQL push data to BizTalk to kick off the rest of the process.
To your specific quesiton: yes, you'll need some place outside of BizTalk to store the requests, and the list of "pending" requests would be better generated from that store.

Related

Building a simple web form that connects to Recurly's API to allow a subscriber to change their subscription plan

I am trying to build a simple web form that would ideally sit on a WordPress page to allow the subscribers on our platform to change or update their subscriptions, without having to ask our support team (currently they can only cancel, but we want to offer them the option to upgrade).
We use Recurly to manage our billing, and their support team said:
'You would essentially want to build a form that will input values into the Subscription Update API request, that would then be sent to Recurly to make the changes on your customer account.'
They also shared the following document: https://dev.recurly.com/docs/update-subscription
I have limited experience of working with APIs and am also aware that because this form deals with sensitive information (the user ID of a subscriber in this case), I don't want to inadvertently jeopardise the accounts of the subscribers that choose to do this.
Any help would be much appreciated. I have tried searching for a solution but am unsure how to word my request effectively.
It sounds like using the Recurly Hosted UI might be your best bet. Instead of having to build a a web form you can just redirect your customer to the Recurly Hosted UI on a button click. You can retrieve and redirect the url using the Recurly API on your Wordpress site using some simple PHP and then that allows the customer to view invoices, change their plan (if you allow), and change CC information.

Platform / extranet suggestions for capturing data from external sales agents

I'm looking for suggestions for a tool/platform that can help in capturing form and file attachment data from external sales agents. I currently use Google Forms and a plugin to enable sending email notifications to specific contacts, but the hope is to create something more advanced where people providing the data can login to submit data and make updates to the records. The platform should also enable approval workflows with email notifications to ensure the incoming data meets requirements.
Here is a description of the desired process:
Agent logs in to the platform
Agent submits data (and optional file attachments) into the system using a form
Upon submission, the system triggers a review task and sends an email notification to a reviewer
If the reviewer deems the information invalid/incomplete, they will
reject it, with comment, and the system will
automatically send the information back to the agent while copying
their manager. Record status will be updated automatically.
If the reviewer deems the information invalid, they will approve it, with or without
comment, and the system will automatically send the information back to the agent while copying
their manager and project administrator. Record status will be updated automatically.
Additional requirements:
Contacts for email notifications will vary by agent and they should be determined by identification items on the user/agent profile
Agents need to be able to update records but a new review task will be triggered once an update is submitted
The system should have functionality for searching the record fields
An agent should see their own data and data submitted by others in the same agency, but not the data submitted by agents outside their agency
I should be able to see the full list of submissions and version history of the records
Approximate scale: 100-150 agencies, 1000-1500 agents
So far, I've thought of using a list within SharePoint Online combined with Microsoft Flow, but I'm not sure it would enable all the desired functionality. I'd be interested in your thoughts about that setup as well as others that you think could work and/or have found successful. Even if your solution does not tick all the boxes, I'd be interested to know about it.
Thanks a lot for your help!
JP

Do we have webhooks/Push notification available for successfactor?

Do we have webhook available for SAP successfactor?
Do we have any webhook available where I can get the notification if any operation happened in the entity like any object is inserted in the entity then I will get notification?
Yes, it is an inplace functionality called Intelligent Services (can be found in Successfactors within transaction "Intelligent Service Center (ISC)".
There you can subscribe to different events (only the one's provided in the standard, no custom hooks possible). The subscription results in an integration center flow, where data can be passed via different protocolls to a webservice of your choice.
You can also configure a "business rule" with an intelligent service as a starting point.

How to pass data beetween author to publish and vice versa in AEM /CQ5

I have very different requirement in AEM.
A author will initiate workflow. Workflow will activate the page on publish and It is still running on author instance. On publish a workflow will trigger (May be using Launcher) on the activated page and will call some third party service.Third party service returns result and pass to author instance. workflow which is already running on author instance, will read the result coming from publish , do the necessary things and notify the author. Author will login to his inbox and he may complete the workflow or redo.
I know it is a bit different . Please share your thoughts, how can I achieve this?
Use Replication and Reverse Replication Agents to exchange data from Author <-> Publish (1).
But based on your description I'd suggest you do not replicate the data at all but you could simply call the third party service directly from the author instance - using an EventHandler or WorkflowLauncher.
(1): https://docs.adobe.com/docs/en/aem/6-1/deploy/configuring/replication.html#Configuring%20Reverse%20Replication

How to manage roles and generate web-forms using Drools Flow?

I am creating a workflow(integrated into a Java web application) for a leave application approval. The workflow is as follows:
Leave request is raised for an employee.
Case 1: If employee's role is not team lead.
The request is sent to employee's team lead.
If team lead rejects, workflow ends.
If team lead approves, request is forwarded to manager.
Case 2: If employee's role is team lead.
The request is directly sent to Manager.
Workflow ends when manager approves/rejects the application. At the time of approval/rejection the user needs to enter a comment.
I need to generate web-form for user input. The options can be dynamic and should be defined in workflow itself. How can I achieve this? What is the right way to manage different directions of a workflow based on different roles?
Any thoughts/suggestions are welcome. It will be helpful if someone can direct me to example/sample code to achieve this.
You might be interested in Jboss Tohu - it's a framework that generates web forms from Drools workflows and rules. I'm not entirely sure if it is production ready yet, but it looks to have a reasonable amount of functionality.