Skip to end of banner
Go to start of banner

Understanding the Workflow Model

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Current »

A workflow is a sequence of activities that mirrors the steps in a business process. It provides a logical, orderly representation of the actual tasks carried out by individuals or systems interacting with a business model. In EmpowerID, workflows serve as the primary method for users to engage with IT resources to achieve specific organizational objectives.

There are three primary layers in a workflow:

  1. Process Layer – This layer represents the logical flow of the activities within a workflow. It defines the sequence and conditions of tasks, decision points, branching, and parallel execution paths.

  2. Data Layer – The data layer captures and manages the information processed throughout the workflow. It includes input and output data, intermediate variables, and any data transformations or manipulations required by the workflow activities.

  3. Presentation Layer – This layer is specific to user-centric workflows that require human interaction. It provides the user interface (UI) through which end-users interact with the workflow, input data, or make decisions.

In the EmpowerID model, users never directly interact with a workflow; rather, they interact with what is known as a request workflow. A request workflow is one of the resource types registered in the EmpowerID Identity Warehouse that is related to resource acquisition and management. A specific request workflow is an Identity Warehouse resource record corresponding to an EmpowerID workflow that is used to control who may interact with the workflow.

A typical EmpowerID workflow is comprised of a number of components (i.e., Forms, Lookups, Operation Activities, Business Rules, Activities etc.). Depending on the purpose of the workflow, not all of these need to be present.

Workflow Studio IDE

The Workflow Studio IDE is where you develop EmpowerID workflows. It comprises four user interface components that work together to provide developers with a visual design environment. Through friendly drag-and-drop operations, depictions of business processes can be translated quickly into workflow logic without the need for extensive code. This can be as simple as dragging predefined activities onto the design surface of the IDE and connecting those activities with flow lines. Code editors allow C# code to be injected into the process when desired to create a complete package.

The below image shows what the Workflow Studio IDE looks like with a Flow Chart workflow opened in the Workflow Designer (also known as the Document Space.

 

As depicted by the above image, the Workflow Studio IDE is comprised of four components – the Toolbar, the Solution Explorer, the Document Space, and the Toolbox – each of which combines to create a rich, interactive environment for workflow development.

Workflow Studio Toolbar

The Workflow Studio toolbar provides immediate access to a variety of tools and application-specific development commands. The commands are dynamic in that the number of commands at any given time is determined by the number and types of designers and editors opened in the Workflow Studio IDE.

Toolbar Commands

 Workflow Studio Toolbar

The Workflow Studio toolbar provides immediate access to a variety of tools and application-specific development commands. The commands are dynamic in that the number of commands at any given time is determined by the number and types of designers and editors opened in the Workflow Studio IDE.

Toolbar Commands

Command

Purpose

Command

Purpose

Exit Application

Closes Workflow Studio.

Common > Save

Saves the currently open item.

Common > Save As

Opens a dialog that allows you to name an open folder item and choose the folder to which you wish to save it.

Common > Deployment Services

Provides options for opening and creating new manifests, building solutions and packaging development items for deployment to the local file system.

Common > Refresh Toolbox

Forces a refresh of the toolbox. If any recent changes have occurred you can elect to have those reflected in the update.

Common > Object Browser

Displays the Workflow Studio class library.

Build > Compile

Compiles the open workflow, activity, form or lookup.

Build > Publish

Publishes workflows to the designated workflow server.

Build > Deployment

Provides options for opening and creating new manifests, building solutions and packaging development items for deployment to the local file system.

Tools > View Assemblies

Opens a list of all Workflow Studio assemblies by version number, allowing you to add or remove any from your copy of Workflow Studio.

Tools > Activity Templates

Opens a dialog that allows you to view and delete any activity templates from Workflow Studio.

Tools >Event Viewer

Opens an Event Viewer that allows you to view any workflow events that have occurred on a selected machine.

Tools > Isolate Workflow Versions

Allows you to select an existing workflow and save it as different version.

Workspace > Build Log

Opens the Build log, if one exists.

Workspace > Cancel Build

Cancels any batch build operations that exist in your workspace.

Workspace > Program Files

Opens the Program Files folder on the local machine.

Workspace > Program Data

Opens the ProgramData folder on the local machine.

Workspace > Compile Temp

Opens the ProgramData > CompilerTemp folder on the local machine.

Workspace > Dyna Local Temp Dll

Opens the ProgramData > DynaLocalTempDll folder on the local machine.

Workspace > Intelli Cache

Opens the ProgramData > Cache folder on the local machine.

Workspace > Workflow Templates

Opens the ProgramData > UserWorkflowTemplates folder on the local machine.

Options and Settings > Alert Receivers

Opens a window displaying a list of the current Alert Event Receivers configured in your environment.

Options and Settings > STS Claims Extensions

Opens the STS Claims Extensions dialog with a list of extensions and related assemblies in your environment.

Options and Settings > SSO Extensions

Opens the SSO Extension editor displaying a list of extensions and related assemblies.

Options and Settings > C# Code Editor Font

Opens the Editor Style dialog, which allows you to style how text appears in the C# Code Editor.

Workflow Studio Workflow Editing Commands – The following commands only appear when a workflow is open in the Workflow Designer or an activity is open in the Activity Designer. 

Add New Property

Opens the Add New Property dialog, which allows you to add a new property to the workflow or activity. Once added, the new property can be used for data binding.

Delete Property

Allows you to delete a selected property. You must select a property to delete it.

Promote

Promotes the selected property.

Bind Property

Opens the Data Binding Shortcut dialog, which allows you to create a new workflow or activity property bound to another property in the same workflow or activity.

Bind Wokflow

Opens the Shortcut Workflow Association wizard, which allows you to call an external workflow to return a property from that external workflow to the current workflow or workflow activity.

Copy

Copies an item selected in the designer.

Cut

Cuts an item selected in the designer.

Paste

Pastes a previously copied item into the designer.

Delete

Deletes a selected item from the designer.

Zoom In

Allows you to magnify the designer.

Zoom Out

Allows you to decrease the magnification level of the designer.

Pointer

Releases the mouse from the Zoom In and/ Zoom Out control.

Print Setup

Opens the Page Setup dialog, which allows you to configure print options.

Print Preview

Displays a preview of what the workflow or activity will look like when printed.

Print

Prints the workflow or activity to the printer selected in the Page Setup dialog.

Add Reference

Opens the GAC Assembly Reference dialog, which allows you to add an assembly reference to the project.

 

Solution Explorer

The Solution Explorer tab in Workflow Studio is an essential tool for organizing, accessing, and managing your workflow applications and other objects within the development environment. The three sub-tabs within the Solution Explorer provide different functionality to help you efficiently work with your projects:

  1. Workspace tab: The Workspace tab displays all the objects you develop in Workflow Studio, organized into folders on your local development machine. These folders act as containers for holding and organizing your workflow applications, activities, user interface elements, and other objects. You can create new folders, add objects to existing folders, and manage the contents of your workspace through this tab. As you develop new objects, Workflow Studio prompts you to select the folder where the object should be placed, ensuring that your workspace remains organized and easy to navigate.

  2. Search tab: The Search tab allows you to search for objects by name and type, making it easy to quickly locate specific items within your workspace. This functionality is especially useful when working with large projects or searching for objects across multiple folders.

  3. SharePoint tab: The SharePoint tab enables you to work with your SharePoint objects, integrating them into your EmpowerID workflows as needed. This functionality allows for seamless collaboration and integration between your EmpowerID projects and SharePoint resources.

Overall, the Solution Explorer tab in Workflow Studio provides a comprehensive and user-friendly interface for managing your workflow applications and objects. By organizing your projects in folders and providing easy access to search and integration features, the Solution Explorer helps you maintain an efficient and streamlined development process.

Source Control folders exist for each item type that can be created in Workflow Studio and encompass the following:

Source Control Folder

Folder Purpose

Adaptive Auth Rules

Provides a location for organizing Adaptive Auth Rules you create in Workflow Studio

Alert Receivers

Provides a location for organizing Alert Receivers you create in Workflow Studio

APIs

Provides a location for organizing APIs you create in Workflow Studio

Azure Functions V1

Provides a location for organizing Azure Functions V1 apps

Azure Functions V2

Provides a location for organizing Azure Functions V2 apps

Azure Functions V3

Provides a location for organizing Azure Functions V3 apps

Business Rules

Provides a location for organizing Business Rule apps

Class Libraries

Provides a location for organizing Class Library apps

Console Applications

Provides a location for organizing Console Apps

Microservice V1

Provides a location for organizing Microservice V1 apps you create in Workflow Studio

Microservice V2

Provides a location for organizing Microservice V2 apps you create in Workflow Studio

Microservice V3

Provides a location for organizing Microservice V3 apps you create in Workflow Studio

OAuth Extensions

Provides a location for organizing OAuth Extensions you create in Workflow Studio

SAML Extensions

Provides a location for organizing SAML Extensions you create in Workflow Studio

SCIM Microservices V2

Provides a location for organizing SCIM Microservices V2 apps you create in Workflow Studio

STS Extensions

Provides a location for organizing STS Extensions you create in Workflow Studio

UMA Extensions

Provides a location for organizing UMA Extensions you create in Workflow Studio

User Interface > Forms

Provides a location for organizing Forms you create in Workflow Studio

User Interface > Lookup Controls

Provides a location for organizing Lookup Controls you create in Workflow Studio

User Interface > UI Pages

Provides a location for organizing UI Pages you create in Workflow Studio

Workflows > Activities

Provides a location for organizing Workflow Activities you create in Workflow Studio

Workflows > Applications

Provides a location for organizing Workflow Applications you create in Workflow Studio

Workflows > Composites

Provides a location for organizing Composite Workflows you create in Workflow Studio

Workflow Rules

Provides a location for organizing Workflow Rules you create in Workflow Studio

 

Additionally, the Workspace tab of Solution Explorer gives you ready access to the commands associated with folder and folder items. These commands are accessible from a context menu that appears when right-clicking an object in the Workspace Source Control tree.

Command

Purpose of Command

New Folder

Creates a new top-level folder with a specified child folder on the file system of the local machine, such as MyDevFolder > Workflow Rules

Add Item Folders

Creates a new folder of a selected item for organizing development work. For example, if you select APIs, Workflow Studio creates a new APIs folder

Open in File Explorer

Opens the specified folder in File Explorer

New Workflow

Opens a new workflow in the designer

New Workflow Activity

Opens a new workflow activity in the designer

New Operation Activity

Opens a new operation activity in the designer

New User Interface

Opens a new form, lookup or UI page in the designer

New Extension or Library

Opens a new instance of the selected object in the designer

New Console Application

Opens a new console app

New Adaptive Authentication

Opens a new adaptive authentication workflow or adaptive auth rules class library in the designer

Remember my Login

Retains your login so that when you exit and restart Workflow Studio you do not need to reauthenticate

Set Local Repository Path

Sets the path bound to the repo for your organization

Delete Folder [Current Folder Name]

Deletes the currently selected folder from your file system

Refresh

Refreshes the source control tree

 

Document Space

The Document Space in Workflow Studio is where you work with various designers and editors to develop and edit workflow applications, activities, forms, and lookup controls. The designers and editors offer visual design capabilities, making it easy to create and modify your workflow components without extensive coding. Some of the key designers and editors in Workflow Studio include:

  1. Workflow Designer – The Workflow Designer allows you to visually design workflow applications and access all necessary commands and editors to build a complete workflow application. It provides tabs for designing the workflow, managing properties, creating bindings, setting up external rules, and viewing source code.

    When you open a workflow in Workflow Studio, you gain access to several workflow-related tabs that provide different functionalities to assist you in designing and managing the workflow process. These tabs include:

    • Workflow Designer Tab – In this tab, you create and modify the workflow visually by adding shapes and connecting them with lines and Business Rules (line rules) to define the process flow within the workflow.

    • Properties Tab – This tab provides a tree view of the workflow's properties. By clicking on a property, you can view its details. To add new properties to the workflow, right-click the base node in the tree and select "Add New Property" from the context menu.

    • Bindings Tab – The Bindings Tab displays two tree views showing the workflow's properties and the properties of each shape within the workflow. Using simple drag-and-drop operations, you can bind workflow and shape or activity properties to one another by dragging a property from one tree onto the corresponding property in the other tree. This binding allows you to visually maintain data consistency throughout the workflow process execution.

    • External Rules Tab – This tab is similar to the Bindings tab, but it displays two different tree views for binding properties in your workflow application. One tree shows the properties of the workflow and any shapes or activities within the workflow, while the other tree displays the Smart Object properties of any External Business Rule Application added to the workflow. This enables you to bind workflow properties to the Smart Object properties of the External Business Rule Application.

    • Source Code Tab: This tab allows you to view and edit the source code of the workflow application, providing an opportunity to further customize the workflow by modifying or adding custom code if necessary.

  • No labels