Added new features (#620)

* Added new features

* ventilate prose

* tweaks

---------

Co-authored-by: burnettk <burnettk@users.noreply.github.com>
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# Using Forms
This feature allows you to create custom forms for collecting and
managing data within your workflows. Whether you need a simple
feedback form or a complex multi-step form, SpiffArena provides you
with the tools to build and integrate forms seamlessly.
This feature allows you to create custom forms for collecting and managing data within your workflows.
Whether you need a simple feedback form or a complex multi-step form, SpiffArena provides you with the tools to build and integrate forms seamlessly.
With SpiffArena's form builder, you can start with basic form elements
and gradually add more advanced components as your form requirements
evolve.
Let's dive in and explore the possibilities of creating forms in
SpiffArena.
With SpiffArena's form builder, you can start with basic form elements and gradually add more advanced components as your form requirements evolve.
Let's dive in and explore the possibilities of creating forms in SpiffArena.
## Instructions on Creating Forms
Forms play a crucial role in capturing data, and SpiffArena offers a
powerful form-building capability. Here are the ways to create forms:
Forms play a crucial role in capturing data, and SpiffArena offers a powerful form-building capability.
Here are the ways to create forms:
1. Leveraging JSON Schema
JSON Schema is an standard for describing the structure of
data in a JSON file. JSON Schema forms the foundation for building
forms in SpiffArena.
JSON Schema is an standard for describing the structure of data in a JSON file.
JSON Schema forms the foundation for building forms in SpiffArena.
To simplify the form creation process, we leverage the React JSON
Schema Form (RJSF) library. RJSF is a powerful tool that uses JSON
Schema as its basis. It enables you to create dynamic and interactive
forms with ease. The RJSF library is open source, free to use, and
follows the principles of open standards.
To simplify the form creation process, we leverage the React JSON Schema Form (RJSF) library.
RJSF is a powerful tool that uses JSON Schema as its basis.
It enables you to create dynamic and interactive forms with ease.
The RJSF library is open source, free to use, and follows the principles of open standards.
![Image](images/Form_json.png)
Please note that while this guide provides a basic understanding of
JSON Schema and RJSF, there is much more to explore. We encourage you
to refer to the official
[RJSF documentation](https://rjsf-team.github.io/react-jsonschema-form/docs/) for comprehensive details
and advanced techniques.
Please note that while this guide provides a basic understanding of JSON Schema and RJSF, there is much more to explore.
We encourage you to refer to the official [RJSF documentation](https://rjsf-team.github.io/react-jsonschema-form/docs/) for comprehensive details and advanced techniques.
2. Using Form Builder
An alternative approach to creating JSON code is to utilize the form
builder feature, which allows you to easily create various fields
without the need for writing JSON manually.
An alternative approach to creating JSON code is to utilize the form builder feature, which allows you to easily create various fields without the need for writing JSON manually.
However, it's important to
note that the form builder may have certain limitations in terms of
features and may not be as powerful as using the JSON editor directly.
However, it's important to note that the form builder may have certain limitations in terms of features and may not be as powerful as using the JSON editor directly.
While the form builder provides convenience and simplicity, using the
JSON editor offers greater flexibility and control over the form
structure.
While the form builder provides convenience and simplicity, using the JSON editor offers greater flexibility and control over the form structure.
![Image](images/Form-Builder.png)
3. Creating Forms from BPMN Editor
## Basic Example for Using Forms
Now that you have a grasp of how to create forms in SpiffArena using
JSON Schema and RJSF, it's time to put your knowledge into action.
Lets cover the example of using forms process model in the basics.
To create forms inside editor, we utilize user tasks within the BPMN file.
Upon creating a new BPMN file, open it to access the editor.
The BPMN diagram initiates with a start event, which is followed by a
manual task aimed at providing a comprehensive understanding of web
forms and the various approaches to displaying them.
![Image](images/Form_manual_editor.png)
**Initiating the Form Editor**
- In the editor, proceed to the "Web form" section. Navigate to the "Web form" section. If starting from scratch, launch the editor and name your file (e.g., "demo"). After saving, it will automatically generate three essential files for us: a schema, UI settings, and some example data.
The expected output of the form during the process execution can be
observed in the attached image.
![Form Editor](images/Form_editor.png)
![Image](images/manual_outpul.png)
**Understanding the Three Core Files**
- **JSON Schema**: This file describes the form. It allows you to define titles, property names, and more. As you make changes in this file, they will reflect in the form preview window. This schema outlines the properties or data points you aim to collect.
![Form Editor](images/Form_editor1.png)
Moving forward, the diagram incorporates a user task specifically
designed for form display. Within the properties panel of the user
task, two essential files are included: a JSON Schema (containing the
form description in RSJF format) and a UI Schema (outlining the rules
for displaying the form based on the RSJF schema).
- **UI Settings**: This file offers customization options for your form. You can edit descriptions, titles, and more. Changes made here are reflected in real-time on the form.
![Form Editor](images/Form_editor2.png)
![Image](images/BPMN_Form_display.png)
- **Data View**: This section displays the data users input into the form. It provides a preview of what will be captured when the form is submitted. Both the data view and the form stay synchronized, ensuring consistency.
![Form Editor](images/Form_editor3.png)
The anticipated output of the form when the process is executed can be
visualized in the attached image.
![Image](images/Form_display.png)
**Adding and Customizing Form Elements**
You can add existing templates to add elements to your form, such as text areas, checkboxes, and date selectors.
Each element can be further customized in the JSON schema and UI settings.
For instance, you can set the UI widget correctly for each element, ensuring it appears as intended on the form.
Following that, a manual task is included, offering a simple form
explanation. As users submit the form, the manual task will display
the respective explanation.
![Image](images/Manual_lasttt.png)
![Form Editor](images/Form_editor4.png)
An attached image provides an overview of the expected form output
during the process execution.
![Image](images/Manual_last.png)
## SpiffArena react-jsonschema-form enhancements
@ -195,3 +169,60 @@ This is an example where end_date must be after start_date:
These enhancements provide you with more flexibility and control when building forms in SpiffArena.
By using these features, you can create dynamic, validated forms that enhance the user experience and support your business processes effectively.
### Display UI Help in Web Forms
When designing web forms, it's essential to provide users with contextual help to ensure they understand the purpose and requirements of each field.
This guidance can be achieved by adding help text to specific form fields.
To add help text to a web form field, use the following format:
```json
"field_name": {
"ui:help": "Your help text here"
}
```
The text specified in the `"ui:help"` attribute will be displayed inside the form when the process starts, providing users with the necessary guidance.
#### Example:
Consider a form with two fields: `form_num_1` and `system_generated_number`.
Here's how you can add help text to the `form_num_1` field and make the `system_generated_number` field read-only:
```json
{
"form_num_1": {
"ui:autofocus": true,
"ui:help": "Pick whatever # you want!"
},
"system_generated_number": {
"ui:readonly": true
}
}
```
In the example above:
- The `form_num_1` field will automatically be focused when the form loads (due to the `"ui:autofocus": true` attribute).
- The help text "Pick whatever # you want!" will be displayed for the `form_num_1` field.
**Output**:
![Display UI Help](images/Display_UI_Help.png)
By incorporating such help texts, you can enhance the user experience and ensure that users fill out the form correctly.
### Markdown Widget for rjsf Forms
The **Markdown Widget** enhances rjsf forms by allowing users to input and preview markdown text directly within the form.
To incorporate the markdown widget into your rjsf form, follow these steps:
1. **Create a Text Field**: In your rjsf form JSON schema, define a standard text field where you want the markdown content to be entered.
2. **Update the uiSchema**: For the text field you've created, add the following line to its uiSchema to specify the markdown widget:
```json
"ui:widget": "markdown"
```
![rsjf markdown](images/rsjf_markdown.png)

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## 🚀 Getting Started with SpiffArena
Sartography (the company developing SpiffWorkflow and SpiffArena) is providing users a platform to explore workflow concepts through a collection of examples, diagrams, and workflows. Users can interact with pre-built models, make modifications, and visualize process flows.
Sartography (the company developing SpiffWorkflow and SpiffArena) is providing users a platform to explore workflow concepts through a collection of examples, diagrams, and workflows.
Users can interact with pre-built models, make modifications, and visualize process flows.
## How to Login to SpiffArena
@ -21,7 +22,8 @@ Sartography (the company developing SpiffWorkflow and SpiffArena) is providing u
```
To begin your journey with SpiffArena, open your web browser and navigate to the SpiffArena website (Currently spiffdemo.org).
On the login screen, you will find the option to log in using Single Sign-On. Click the Single Sign-On button and select your preferred login method, such as using your Gmail account.
On the login screen, you will find the option to log in using Single Sign-On.
Click the Single Sign-On button and select your preferred login method, such as using your Gmail account.
```{admonition} Note:
@ -35,7 +37,8 @@ In this section, we will navigate through the platform and provide a generic ove
### Step 1: Explore the Home section
Once you are signed in, you can start exploring the home page. The home page has three tab sections: **In Progress**, **Completed** and **Start New**. 
Once you are signed in, you can start exploring the home page.
The home page has three tab sections: **In Progress**, **Completed** and **Start New**.
![Untitled](images/Untitled_2.png)
@ -57,8 +60,7 @@ If you are a member of a team, you may also have one or more Instances with task
### Step 2: Explore the Processes section
The process section provides a comprehensive view of the process ecosystem by showcasing process groups and process models.
The process section provides a comprehensive view of the process ecosystem by showcasing process groups and process models.
```{admonition} Process Groups
A **process group** is a way of grouping a bunch of **process models** and a **process model** contains all the files necessary to execute a specific process.
@ -68,23 +70,28 @@ A **process group** is a way of grouping a bunch of **process models** and a **p
### Step 3: Explore the Process Instances section
The Process Instance section provides a detailed view of individual process instances, allowing you to track their progress and manage them effectively.
The Process Instance section provides a detailed view of individual process instances, allowing you to track their progress and manage them effectively.
This section includes essential information such as the instance ID, process name, the individual who started the process, the end date, and the current status.
This section includes essential information such as the instance ID, process name, the individual who started the process, the end date, and the current status.
![Untitled](images/Untitled_5.png)
When getting started with SpiffWorkflow, it's essential to take the time to explore and familiarize yourself with the platform's interface and features. Feel free to ask questions about the platform's features or how to get started.
When getting started with SpiffWorkflow, it's essential to take the time to explore and familiarize yourself with the platform's interface and features.
Feel free to ask questions about the platform's features or how to get started.
---
## 🌱 How to Start a Process
## How to Start a Process
With SpiffWorkflow, you can easily initiate a new process instance. Here's a step-by-step guide on how to start a process.
With SpiffWorkflow, you can easily initiate a new process instance.
Here's a step-by-step guide on how to start a process.
### Step 1: Sign in and navigate to Home section
The first thing you need to do is sign in to your account on SpiffWorkflow. Once you're signed in, you'll see three tabs in the Home section: In progress, Completed, and Start New. If you want to start a new process, click the "Start New +" button. This will bring up "Processes I can start" section.
The first thing you need to do is sign in to your account on SpiffWorkflow.
Once you're signed in, you'll see three tabs in the Home section: In progress, Completed, and Start New.
If you want to start a new process, click the "Start New +" button.
This will bring up "Processes I can start" section.
![Untitled](images/Untitled_6.png)
@ -95,23 +102,28 @@ The first thing you need to do is sign in to your account on SpiffWorkflow. Once
### Step 2: Select the process
Next, you will see a list of available processes that you have permission to start. Choose the process you want to initiate and click “Start”.
Next, you will see a list of available processes that you have permission to start.
Choose the process you want to initiate and click “Start”.
![Untitled](images/Untitled_7.png)
Congratulations! You have successfully started a new process instance in SpiffWorkflow.
Congratulations!
You have successfully started a new process instance in SpiffWorkflow.
---
## 🔄 How to respond to a request
## How to respond to a request
When using SpiffWorkflow, knowing how to respond to requests is essential to the process. While each request may have unique requirements, the basic steps for responding are similar. The following steps will guide you through the process of responding to requests.
When using SpiffWorkflow, knowing how to respond to requests is essential to the process.
While each request may have unique requirements, the basic steps for responding are similar.
The following steps will guide you through the process of responding to requests.
### Step 1: Navigate to the home page
Once you are signed in, navigate to the home page of SpiffWorkflow. On the home page, you will see a list of all the requests that are available to you.
Once you are signed in, navigate to the home page of SpiffWorkflow.
On the home page, you will see a list of all the requests that are available to you.
There will be three types of instances shown:
There will be three types of instances shown:
- **Started by me:** This section shows a list of process instances that were started by you, providing you with an overview of the instances you have initiated.
- **Waiting for me:** This section displays a list of process instances with tasks assigned to you and are currently waiting for you to respond to.
@ -125,19 +137,23 @@ In the case of new users who haven't started or been part of any process or been
### Step 2: Respond to the request
Once you have identified the request you need to respond to, simply click on the 'Go' button in the action column to open it. Upon opening the process instance, you can respond to the request based on the requirements of that task.
Once you have identified the request you need to respond to, simply click on the 'Go' button in the action column to open it.
Upon opening the process instance, you can respond to the request based on the requirements of that task.
Depending on the task requirements, this may involve submitting additional information, reviewing the task or any other action item.
![Untitled](images/Untitled_10.png)
That's it! With these simple steps, you can efficiently review tasks in SpiffWorkflow.
That's it!
With these simple steps, you can efficiently review tasks in SpiffWorkflow.
---
## 📑 How to view process steps for the process you just started
## How to view process steps for the process you just started
After starting a process, it's important to stay informed about its progress. Even though you'll receive notifications when your attention is required, it's natural to be curious about what's happening in the background. Therefore, monitoring the process steps regularly is a great way to ensure everything is moving smoothly.
After starting a process, it's important to stay informed about its progress.
Even though you'll receive notifications when your attention is required, it's natural to be curious about what's happening in the background.
Therefore, monitoring the process steps regularly is a great way to ensure everything is moving smoothly.
Here's how you can view the steps of the process you just started.
@ -145,7 +161,8 @@ Here's how you can view the steps of the process you just started.
There are 2 ways of finding your process instances.
Option 1: Once you're signed in, navigate to the home section. Here you will find a list of all the processes instances you've initiated.
Option 1: Once you're signed in, navigate to the home section.
Here you will find a list of all the processes instances you've initiated.
![Untitled](images/Untitled_11.png)
@ -155,7 +172,11 @@ Option 2: You can also view the processes you have initiated in the **"Process I
### Step 2: Select the process instance you want to view
Click on the process instance you want to view. This will take you to the process instance information. Navigate to the BPMN diagram section. Here you can see the current task highlighted in **yellow**. The grey represents the path which was taken by the current process steps.
Click on the process instance you want to view.
This will take you to the process instance information.
Navigate to the BPMN diagram section.
Here you can see the current task highlighted in **yellow**.
The grey represents the path which was taken by the current process steps.
![Untitled](images/Untitled_13.png)
@ -165,21 +186,25 @@ By following these steps, you can easily view the steps of the process you initi
---
## 🏷️How to view the Process-defined metadata for a process instance
## How to view the Process-defined metadata for a process instance
The Process-defined **metadata can provide valuable insights into its history, current status, and other important details that is specifically created and used within a particular process. With the SpiffWorkflow platform, users can easily view the metadata for a process instance.
The Process-defined **metadata can provide valuable insights into its history, current status, and other important details that is specifically created and used within a particular process.
With the SpiffWorkflow platform, users can easily view the metadata for a process instance.
To check the metadata of a process instance, follow these steps.
### Step 1: Navigate to the “Home” or “Process Instance” section as before
Once you're signed in, navigate to the home section. Here you will find a list of all the process instances you've initiated under **“Started by me”**.
Once you're signed in, navigate to the home section.
Here you will find a list of all the process instances you've initiated under **“Started by me”**.
![Untitled](images/Untitled_14.png)
### Step 2: View metadata for the selected process instance
Click on the process instance you want to view. Upon clicking this, you will be able to view the information about the given instance. You'll find the metadata under the details option in the process instance.
Click on the process instance you want to view.
Upon clicking this, you will be able to view the information about the given instance.
You'll find the metadata under the details option in the process instance.
![Untitled](images/Untitled_15.png)
@ -187,13 +212,16 @@ By following these simple steps, you can easily view the metadata for a process
---
## 📂 How to view Process Model files
## How to view Process Model files
The process model files provide great transparency into our internal business rules and processes. You can dig deep into the decision-making process and really understand how the process and organization operate. With these steps, you'll be able to access process models easily and efficiently.
The process model files provide great transparency into our internal business rules and processes.
You can dig deep into the decision-making process and really understand how the process and organization operate.
With these steps, you'll be able to access process models easily and efficiently.
### Step 1: Head over to the process section
Once you have successfully signed in, navigate to the process section. This section allows you to access all the process groups and process models you have access to.
Once you have successfully signed in, navigate to the process section.
This section allows you to access all the process groups and process models you have access to.
![Untitled](images/Untitled_16.png)
@ -201,43 +229,61 @@ Once you have successfully signed in, navigate to the process section. This sect
You can either search for a process model using the search bar or navigate through displayed processes to find the process model.
![Untitled](images/Untitled_17.png)
![Untitled](images/View_Forms1.png)
### Step 3: Access the process model files
Once you have clicked on the process you want to view, a list of the model files that are associated with the process will appear.
Once you have clicked on the process you want to view, a list of the model files that are associated with the process will appear.
![Untitled](images/Untitled_18.png)
![Untitled](images/View_Forms3.png)
By following these simple steps, you can easily view process model files in SpiffWorkflow.
If you want to view or create information on specific process models, we allow you to create an about section.
![Untitled](images/View_Forms2.png)
If you are creating a model, you can add information in the about section.
We have integrated Markdown support, enabling you to create rich, formatted descriptions for your process models directly within the platform.
In order to use this feature, simply create a **Create a README File** inside the process model called README.md and document the model so everyone can be on the same page.
Furthermore, to check the process instances you started, you can also switch to "My process instance" tab.
![View forms](images/View_Forms4.png)
---
## 🔍 How to view and filter process instances
## How to view and filter process instances
As you work on various process instances in SpiffWorkflow, you may want to view and filter some of them. This can help you track the status of various instances and manage them more efficiently.
As you work on various process instances in SpiffWorkflow, you may want to view and filter some of them.
This can help you track the status of various instances and manage them more efficiently.
Here are the steps to view and filter process instances in SpiffWorkflow.
### Step 1: Navigate to Process Instances
Once you are signed in, navigate to the "Process Instances" section. Within the "Process Instances" section, you'll see a list of all the instances for the processes you can access.
Once you are signed in, navigate to the "Process Instances" section.
Within the "Process Instances" section, you'll see a list of all the instances for the processes you can access.
![Untitled](images/Untitled_19.png)
If you are on a homepage, you can navigate to the table you wish to filter. Look for the black funnel icon in the top right-hand corner above the table and click on the Icon: By clicking on the filter icon, you'll be taken to a full-screen process view.
If you are on a homepage, you can navigate to the table you wish to filter.
Look for the black funnel icon in the top right-hand corner above the table and click on the Icon: By clicking on the filter icon, you'll be taken to a full-screen process view.
![Filter Icon](images/Filter_icon.png)
### Step 2: Click on Filter option
To filter the list, click on the "Filter" option. This will expand the filter section where you will be able to provide details about the process instance. This allows you to enter various details, including the process model, start date, end date, and time. To refine your search, you can enter multiple filter parameters.
To filter the list, click on the "Filter" option.
This will expand the filter section where you will be able to provide details about the process instance.
This allows you to enter various details, including the process model, start date, end date, and time.
To refine your search, you can enter multiple filter parameters.
![Untitled](images/Untitled_20.png)
### Step 3: Apply Filters
Once you have entered all the relevant filter details, click on the "**Apply**" button to apply the filters. The system will then display all the process instances matching the input details.
Once you have entered all the relevant filter details, click on the "**Apply**" button to apply the filters.
The system will then display all the process instances matching the input details.
![Untitled](images/Untitled_21.png)
@ -257,11 +303,13 @@ To filter process instances by **process-defined metadata**, follow these steps:
### (Optional) Step 4: Save Perspectives
If you wish to save the perspectives, click on the "**Save**" button.
If you wish to save the perspectives, click on the "**Save**" button.
![Untitled](images/Untitled_25.png)
A prompt will appear, allowing you to provide a name for the identifier associated with the saved filter. Enter a descriptive name for the filter identifier and “**Save”** changes. Now you can search for specific processes using Process Instance Perspectives.
A prompt will appear, allowing you to provide a name for the identifier associated with the saved filter.
Enter a descriptive name for the filter identifier and “**Save”** changes.
Now you can search for specific processes using Process Instance Perspectives.
![Untitled](images/Untitled_26.png)
@ -271,9 +319,12 @@ A prompt will appear, allowing you to provide a name for the identifier associat
![Untitled](images/Untitled_28.png)
If you want to filter by ID, go to the "Find by Id" section of the page. Enter the ID and click "Submit". The system will show you the process instance with the corresponding ID.
If you want to filter by ID, go to the "Find by Id" section of the page.
Enter the ID and click "Submit".
The system will show you the process instance with the corresponding ID.
You can now view the process instances that you filtered for and take appropriate action based on their status. This can help you manage your workflows more efficiently and keep track of the progress of various process instances.
You can now view the process instances that you filtered for and take appropriate action based on their status.
This can help you manage your workflows more efficiently and keep track of the progress of various process instances.
---
@ -315,7 +366,8 @@ You can now view the process instances that you filtered for and take appropriat
### Milestones
A milestone is a specific point in a process that signifies a significant event or state. It provides a high-level overview of the progress made in the process.
In BPMN, if you draw an intermediate event and do not specify its type (like message, signal, start, or end) but give it a name, it becomes a milestone. Essentially, a milestone is an event that hasn't been set to something specific.
In BPMN, if you draw an intermediate event and do not specify its type (like message, signal, start, or end) but give it a name, it becomes a milestone.
Essentially, a milestone is an event that hasn't been set to something specific.
### Events
@ -323,9 +375,10 @@ Events provide a detailed log of everything that happens in a process. They reco
![Events](images/Events.png)
The events tab provides a detailed log of all the tasks and their execution times. It can be noisy due to the granularity of the information, but it's essential for understanding the intricacies of the process.
The events tab provides a detailed log of all the tasks and their execution times.
It can be noisy due to the granularity of the information, but it's essential for understanding the intricacies of the process.
---
## How to check messages
Messages in BPMN allow processes to communicate with each other. This communication can take various forms:
@ -354,12 +407,15 @@ To explain the concept, we are using a relatable example involving two processes
### Setting Up the Processes
The setup involves creating two process models named "Chef" and "Waiter." The waiter's process involves taking an order, setting up variables like table number, drink, and meal, and then sending a message to the chef. The chef's process starts by listening for the order message, preparing the meal, and then sending a confirmation message back to the waiter.
The setup involves creating two process models named "Chef" and "Waiter."
The waiter's process involves taking an order, setting up variables like table number, drink, and meal, and then sending a message to the chef.
The chef's process starts by listening for the order message, preparing the meal, and then sending a confirmation message back to the waiter.
### Correlation Keys and Properties
One of the complexities in BPMN messaging is ensuring that the right processes are communicating with each other, especially when multiple instances are running. This is achieved using correlation keys and properties.
One of the complexities in BPMN messaging is ensuring that the right processes are communicating with each other, especially when multiple instances are running.
This is achieved using correlation keys and properties.
![corelation](images/Corelation.png)
@ -369,7 +425,22 @@ One of the complexities in BPMN messaging is ensuring that the right processes a
### Execution and Observation
Upon executing the waiter's process, it sends a message to the chef and waits. The chef's process, upon receiving the message, requires user input (indicating the meal's completion). Once the chef confirms the meal's readiness, a message is sent back to the waiter, completing both processes.
Upon executing the waiter's process, it sends a message to the chef and waits.
The chef's process, upon receiving the message, requires user input (indicating the meal's completion).
Once the chef confirms the meal's readiness, a message is sent back to the waiter, completing both processes.
For a more visual understanding and a step-by-step walkthrough, you can watch Dan Funk's full tutorial [here](https://www.youtube.com/watch?v=Uk7__onZiVk).
---
## How to share process instance with Short Links
The short link feature provides a convenient way to share process instances with others without the need to copy and paste lengthy URLs. This feature is especially useful for quick sharing via email, messaging apps, or within documentation.
To copy the short link:
- **Access the Process Instance**: Open the process instance that you wish to share.
- **Find the Short Link Icon**: Look for the link icon near the process instance heading and click on the link icon to copy the short link to your clipboard automatically. please refer to the screenshot provided.
![Short Link](images/Short_link.png)
Now, you can paste the short link into your desired communication medium to share it with others.