book

Deliver Modern UI for IBM BPM with the Coach Framework and Other Approaches

by Rackley Boren, Eric Ducos, Ge Gao, Thalia Hooker, Matthew Oatts, Paul Pacholski, Dennis Parrott, Claudio Tagliabue

October 2016

Intermediate to advanced

428 pages

11h 19m

English

IBM Redbooks

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1.1 User interactions with business processes1.2 Coaches: Custom user interfaces for business processes1.3 Coach views: Custom user interface components1.3.1 Controls: Atomic coach views1.3.2 Reusable coach elements: Composite coach views1.3.3 Dynamic coach view interaction1.4 Human services1.4.1 Task completion coaches1.4.2 Dashboards1.4.3 Client-side human services1.5 Using coaches outside IBM BPM1.5.1 Launching coaches using a URL1.5.2 Coaches within JSR 286 portlets1.6 How coaches can benefit your organization1.6.1 Seamless integration of UIs and process logic1.6.2 Tailored UI components for your business1.7 Conclusion
2.1 Getting started with client-side human services2.1.1 Creating a simple process flow2.1.2 Creating a client-side human service2.1.3 Running a client-side human service2.2 Building a simple coach2.2.1 The coach editor2.2.2 What you see is what you get (WYSIWYG)2.2.3 Using variables to add controls to a coach2.2.4 Moving and deleting controls2.3 Configuring controls2.3.1 Setting the control binding variable2.3.2 Using pseudo variables2.3.3 Setting control configuration options2.3.4 Defining control visibility2.3.5 Changing the positions of controls2.4 Control toolkits2.5 Working with documents2.5.1 Document List control2.5.2 Document Viewer control2.5.3 Document Explorer control2.6 Creating a reusable group of controls (using a composite coach view)2.7 Adding validation to a coach2.7.1 Required visibility2.7.2 Control configuration options2.7.3 Data Change event handler2.7.4 Client-side script2.7.5 Server-side service2.7.6 When to use each validation technique2.8 Deriving data from other fields2.9 Making a coach responsive2.9.1 Multiple form factors2.9.2 Controlsâ€™ responsive properties2.9.3 Testing a responsive UI2.9.4 Responsive design considerations2.10 Designing a coach using the grid layout2.10.1 The Grid and Content views2.10.2 Grid templates2.10.3 Grid cell properties2.10.4 Adding content to the grid2.10.5 Using sections with a grid layout2.10.6 Using a grid layout within a coach view2.10.7 Grid view visual tools2.10.8 Hiding grid cells2.10.9 Reusing a grid layout2.11 Using nested client-side human services2.12 Styling coaches using themes2.12.1 Defining a custom theme2.12.2 The Graphical Theme Editor2.12.3 The Source Editor2.12.4 Fine-grained and broad-brush styling2.12.5 Style configuration options2.12.6 Applying a theme at run time2.12.7 Styling IBM Process Portal2.13 Displaying coaches in different languages (using localization)2.13.1 Defining a localization resource2.13.2 Localizing user interfaces2.14 Performance considerations2.14.1 Consider the expected browser version when designing coaches2.14.2 Avoid building large coaches with too many controls2.14.3 Minimize the number of server-side calls2.14.4 Use client-side human services instead of heritage human services2.14.5 Minimize the size of business objects in the UI2.14.6 Judiciously use the Table control2.14.7 Pick an appropriate delay time for auto-complete fields2.15 Conclusion
3.1 Overview of a coach view structure3.2 Developing coach view basic functions3.2.1 Defining and accessing data in the coach view3.2.2 Constructing the view of a coach view3.2.3 Programming the coach view event handler to control behavior3.2.4 Test coach view in a human service3.3 Developing advanced functions of a coach view3.3.1 Communicating with backend data3.3.2 Additional view layout attributes of the coach view3.3.3 Better support for the coach author in design time3.3.4 Developing coach views with existing UI libraries3.4 Patterns of coach view development3.4.1 Configuration option with drop-down selection3.4.2 Use LESS for theme participation3.4.3 Loading curtain3.4.4 Publishing and subscribing an event through a controller coach view3.5 Performance considerations3.5.1 Ensuring the browser cache works3.5.2 Using Prototype to reduce the memory footprint3.5.3 Using lazy loading3.5.4 Reducing service calls3.5.5 Balancing UI design simplicity and usability3.5.6 Do not mix controls written with different JavaScript libraries3.5.7 Avoiding unnecessary change-events processing3.5.8 Using custom Dojo build layer3.5.9 Handling editable and read-only modes differently3.6 Checklist for developing a custom coach view3.7 Conclusion
4.1 Introduction4.1.1 Understanding the value of the SPARK UI Toolkits4.1.2 Developer experience4.1.3 Underlying patterns and principles4.1.4 Modern, lightweight, consistent across BPM versions4.2 Understanding the IBM and Salient Process partnership4.3 Basic BPM UI concepts with SPARK4.3.1 Controls and configuration properties4.3.2 Methods, events, and addressing4.3.3 Optional data binding4.3.4 Validation4.4 UI layout4.4.1 Horizontal and vertical layouts4.4.2 Tabbing or stacking UI content4.4.3 Displaying modal content4.4.4 Wells4.5 Calling AJAX services4.5.1 Service Call control4.6 Responsiveness4.6.1 Classic responsiveness4.6.2 Enhanced Web Component-based responsiveness4.6.3 Coach view responsiveness4.7 Working tabular and repeating data4.7.1 Table and Service Data Table controls4.8 Searching content4.8.1 Layouts and repeating data4.9 Formulas4.9.1 Syntax for control references4.9.2 Formulas referencing specific controls4.9.3 Formulas for control aggregates4.9.4 Working with data directly4.9.5 Formulas for non-numerical computations4.9.6 Formulas for control-value initialization4.10 Reporting and analytics4.10.1 Charts4.10.2 Working with tables and charts4.11 Solutions for common patterns and requirements4.11.1 Working with large forms4.11.2 Server-side paging4.12 More on the SPARK UI Toolkit4.13 Conclusion
5.1 Process Portal features5.1.1 Mobile enablement5.1.2 Process Portal layout5.1.3 Discovering tasks with the Work dashboard5.1.4 Locating tasks using filters and saved searches5.1.5 Executing tasks5.1.6 Working with processes and cases5.1.7 Performance dashboards5.1.8 Custom dashboards5.1.9 Social features5.2 Modifying the Process Portal user experience5.2.1 Personalize the user experience5.2.2 Configure Process Portal5.2.3 Style Process Portal5.2.4 Extend Process Portal with custom dashboards5.2.5 Define a Process Instance Launch UI5.2.6 Define a custom Process Instance Details UI5.2.7 Clone Process Portal5.2.8 Customize Process Portal5.2.9 SPARK Portal Builder toolkit5.3 Securely accessing IBM Process Portal from a mobile device5.4 Process Federation Server5.4.1 Process Federation Server Deployment5.4.2 More on Process Federation Server5.5 Conclusion
6.1 Decoupling the BPM UI: â€œHeadlessâ€ BPM6.1.1 How are business processes represented in the SOA reference architecture?6.1.2 Business process orchestration and BPM UI6.1.3 Accessing tasks externally6.1.4 Exposing a process via a business service6.1.5 IBM BPM REST APIs6.1.6 Pros and Cons of a formal service exposure layer for BPM APIs6.1.7 Design points relating to an independent BPM UI6.1.8 Pros and cons of an external BPM UI6.1.9 External UI integration: anti-patterns6.2 BPM UI design patterns6.3 Exposed pattern6.3.1 Expose human services indirectly through the EPS toolkit6.3.2 Summary of the Exposed pattern implementation options6.4 Embedded pattern6.4.1 Embed a human service as an iframe in an alternative task portal6.4.2 Embed a human service in the IBM BPM iOS mobile app6.4.3 Embed a human service in IBM WebSphere Portal6.5 Integrated pattern6.6 Decoupled pattern6.6.1 Use an external UI implementation within a BPM process6.6.2 Use IBM MobileFirst to implement the Decoupled pattern6.7 Independent pattern6.8 Hybrid pattern6.8.1 Launch external activity from IBM Process Portal6.9 Combining and extending the BPM UI design patterns6.9.1 Take advantage of IBM Process Portal6.9.2 Embed iframes in coaches6.10 Conclusion

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