joget workflow v5 training slides - module 10 - participant mapping and permission control

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All Rights Reserved © Joget Inc Joget Workflow v5 Participant Mapping and Permission Control http://facebook.com/jogetworkflow http://twitter.com/jogetworkflow Last Revised on May 2016 Joget Inc Internal Use Only

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Page 1: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

All Rights Reserved © Joget Inc

Joget Workflow v5

Participant Mapping and Permission Control

http://facebook.com/jogetworkflowhttp://twitter.com/jogetworkflow

Last Revised on May 2016Joget Inc Internal Use Only

Page 2: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

All Rights Reserved © Joget Inc

Prerequisites

• General understanding of all major Joget components (i.e. Process, Form, List and Userview)

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Page 3: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Content

1. Participant Mapping2. Application Permission Control

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Page 4: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Chapter 1

Participant Mapping

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Page 5: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Participant Mapping

• User Mapping Categories– Map to User or Group– Map to Org Chart– Map to Workflow Variable– Map to Plugin

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Page 6: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Plugin Types

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Page 7: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Participant Mapping for Leave App

All Participants must be mapped

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Page 8: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Workflow Participant Mapping

All users

Applicant’s HOD

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Page 9: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Approver: Performer’s HOD

Approver is Performer’s HOD where the performer executed Previous Activity

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Page 10: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Publish the App

• With the Participant Mapping performed, we are now ready to Publish the App for End Users to continue testing.

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Page 11: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Publish the App

• The App must be published first before end users can access it.

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Page 12: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Login as cat/password

• Open up Leave Portal.

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Page 13: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Test Run the Workflow Process

• With the participant mapping set, run the process again as the user “cat” through the Leave Portal.

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Page 14: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Sample Organization Chart

First name is the username, and password is password.

e.g: terry/password

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Page 15: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Who is Cat Grant’s HOD?

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Page 16: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Did the user get the assignment?

• Check using what you have learned in the previous chapter on who is assigned to the task.

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Page 17: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Important Notes

• All participants MUST be mapped.• Do NOT choose activity from the same swim lane as the

participant that is being mapped unless it is intended so.• Choose only activity that has been completed.• If NO user is found, it will be defaulted to the last

performer. (Possibly, the current logged in user who had just completed the prior activity)

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Page 18: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Chapter 1 Review

We have learnt to:1. Understand various Participant Mapping options

available.2. Understand the important rules in Participant Mapping.3. Able to relate and manage participant mapping with the

administrative process monitoring module.

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Page 19: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Chapter 2

Application Permission Control

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Page 20: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Introduction

• Permission Control is used to exert control and manage access to various components in a developed Joget App.

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Page 21: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Reviewing various components with potential access control

• How would a user access the app?• What can a user do after accessing the app?• List down what the user can explicitly do within the app.

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User

Page 22: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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3 Categories

• Process• Form• Userview

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Page 23: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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5 Permission Layers

• Process– Process Start White List

• Form– Form– Form Section

• Userview– Userview– Userview Category

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Page 24: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Process Start White List

• Controls on who can start/run the Process.• Available in each Process

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Page 25: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Form

• Controls on who can see the Form.

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Page 26: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Form Section

• Controls on who can see the Form Section.

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Page 27: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Userview

• Controls on who can access the Userview.

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Page 28: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Userview Category

• Controls on who can see the Userview Category.

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Page 29: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Typical Permission Control Precedence

1. Userview (top)2. Userview Category3. Process Start White List4. Form5. Form Section

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Page 30: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Discussion

• With permission control available at the Form level and Form section level, why don’t we have Form Field level permission control? Discuss.

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Page 31: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Exercise

• Modify your App in such a way that:-– Anonymous user will not be able to see anything except for the

landing page “Home”.– Only users from the “Managers” group can see the “List All”

menu item.

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Page 32: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Discussion

• What would you want the anonymous users see when they visit the App Center? Should all the apps be made secure at the first place?

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Page 33: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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More…

• Visit http://dev.joget.org/community/display/KBv5/Permission+Control for list of permission plugins and up-to-date documentation.

Page 34: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Module Review

1. Participant Mapping2. Application Permission Control

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Page 35: Joget Workflow v5 Training Slides - Module 10 - Participant Mapping and Permission Control

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Stay Connected with Joget Workflow

• http://www.joget.org • http://community.joget.org • http://twitter.com/jogetworkflow • http://facebook.com/jogetworkflow • http://youtube.com/jogetworkflow • http://slideshare.net/joget

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