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Data Mover 1.20
Data Mover 1.20
  • 🚀GETTING STARTED
    • What is Primeur Data Mover
    • Main features of Primeur Data Mover
    • Primeur Data Mover deployment
    • Navigate through Primeur Data Mover
  • 📚INFRASTRUCTURE
    • STENG, clusters and servers
      • Adding a cluster and a STENG
      • Deleting a STENG
    • DMZ Gateways
      • Blocking users automatically at the DMZ level 🚀
    • DMZ Clusters
      • Load balancing across active DMZ clusters for outbound file transfers 🚀
  • 👥Actors
    • Who are the actors
    • Create your first actor
    • Configure an actor 🚀
      • Users Tab
      • Groups Tab
      • VFS Tab
      • File Resource Tab
      • Connection Contract Tab
      • Client Connections Tab
    • Search files by actor
    • Actor Lineage 🚀
      • Aggregation of flows by protocol 🚀
      • Lineage with connection contracts 🚀
      • Lineage with input, mediation and output contracts 🚀
      • Lineage with any contract type 🚀
  • 🗄️VIRTUAL FILE SYSTEMS
    • Virtual File Systems (VFS) 🚀
      • Creating a VFS 🚀
      • Configuring a VFS
      • Adding Virtual Paths
      • Modifying and Deleting a VFS
    • Searching files in all VFS
    • Storage Classes 🚀
      • Storage Class: SMB v3 or later versions 🚀
      • Storage Class: Azure Blob Storage 🚀
      • Storage Class: Amazon S3 🚀
      • Storage Class: Google Storage 🚀
      • Storage Class: Local File System 🚀
    • Retention Classes
  • 📝Contracts
    • What is a contract
    • Create your first contract
      • Create an Input Contract
        • Define the contract info
        • Associate the contract with the actor
        • Define the contract actions
        • Set the contract variables
      • Create a Mediation Contract
      • Create an Output Contract
      • Create a Connection Contract
        • Create a contract clause
        • Associate the VFS with file processing rules
        • File Processing Rules
    • Managing contracts 🚀
    • File Resources
      • Creating File Resources
      • Navigating File Resources
      • How to use File Resources
  • 🧱Workflows
    • What is a workflow
    • Create your first workflow template
    • Trigger types
      • Trigger types for input contracts
      • Trigger types for mediation and output contracts
    • Service tasks
      • Standard service tasks
      • Triggerable service tasks 🚀
      • Spazio selectors and filebox metadata management
      • Error management
    • Variables
      • Variables in workflows and contracts
      • Handling process variables
    • Workflow templates
      • System workflow templates
        • Workflow templates for input contracts
        • Workflow templates for mediation contracts
        • Workflow templates for output contracts
      • Custom workflow templates
        • Workflow template toolbar
        • Workflow template Shape repository panel
        • Workflow template working area
        • Workflow template BPMN-diagram panel
      • Error workflow templates
    • Editing workflow templates
    • DataFlow Instance Context (DFIC) 🚀
  • 🛸TRANSPORT PROTOCOLS AND CONNECTORS
    • Data Mover client and server roles
    • Client Connections
      • Client Connection: FTP
      • Client Connection: FTPS
      • Client Connection: SFTP
      • Client Connection: HTTP
      • Client Connection: HTTPS
      • Client Connection: PESIT
      • Client Connection: SMB v3 or later versions
      • Client Connection: POP3 or IMAP
      • Client Connection: SMTP
      • Client Connection: PR4/PR4S
      • Client Connection: PR5
      • Client Connection: PR5S
      • Client Connection: HDFS
      • Client Connection: HDFSS
      • Client Connection: Amazon S3 🚀
      • Client Connection: Google Cloud Storage
        • Credentials
      • Client Connection: Azure Blob Storage
      • Client Connection: IBM Sterling Connect:Direct
      • Client Connections retry settings
    • Server Connections 🚀
      • Server Connection: FTP
      • Server Connection: FTPS
      • Server Connection: SFTP
      • Server Connection: HTTP
      • Server Connection: HTTPS
      • Server Connection: PeSIT
      • Server Connection: PR4
      • Server Connection: PR5
      • Server Connection: PR5S 🚀
      • Server Connection: IBM Sterling Connect:Direct
    • Protocol Connections Reference
    • Stopping all servers in one go
  • 💻API
    • HTTP MFT Rest API
    • Job Manager APIs 🚀
    • SFTP Server sessions APIs 🚀
    • Audit Logs APIs 🚀
  • 🔓Security
    • Identity and Access Management
    • Users & Groups
      • Setting the password policy
      • Creating Internal Users 🚀
      • Creating Internal Groups
      • Creating External Users
      • Creating External Groups
    • Key Stores and Trust Stores
      • Key Store 🚀
        • Creating a Key 🚀
        • Creating a Certificate 🚀
        • Importing a Key or a Certificate
        • Creating a Symmetric key
        • Examples
      • Trust Store 🚀
        • Importing Keys 🚀
        • Importing Certificates
      • Untrusted Cache 🚀
      • Trusting Keys and Certificates
      • PGP Key Store and PGP Trust Store
        • PGP Key Store
        • Importing keys into the PGP Trust Store
    • ICAP
      • Configuring ICAP
      • Defining an ICAP rule
  • 🎧FILE EVENT LISTENER
    • What is the File Event Listener
    • Configuring File Event Listeners
      • Setting the File Event Listener Engine
      • Defining a contract for the File Event Listener
      • Setting events to be monitored 🚀
    • RegEx Rules 🚀
    • Monitoring File Event Listeners
  • 👑FILE MANAGER
    • What is the File Manager
    • Logging into File Manager
    • Managing the File Manager 🚀
      • The list of results
      • Creating new folders
      • Uploading files
      • Downloading files 🚀
      • Searching for files and folders
      • Deleting files 🚀
      • Bulk actions 🚀
    • File Manager and VFS
    • Customizing File Manager externals
      • The configuration-wui.json file 🚀
      • How to customize the Login window and the logo
      • How to customize the footer
      • How to configure the Upload with Metadata option
      • How to customize bulk actions 🚀
  • 🧑‍⚖️FILE ROUTING
    • What is File Routing 🚀
    • Routing Rules
      • The Rules tab
      • The Categories tab
      • The Output tab
    • How to create a rule 🚀
      • Add metadata 🚀
      • Select ACTIONS
      • Select OUTPUTS
      • Policy for the selection of metadata rules
    • Configuration of the environment in Data One
      • Set up Storage Classes
      • Set up Retention Classes
      • Configure the Actor
      • Set up File Resources
    • Associate the Routing Rule with a Contract
    • Example
  • 📩NOTIFICATION CHANNELS
    • What are Notification Channels
    • Configuring the default Email Notification Channel
    • Configuring a new Email Notification Channel
    • Trusting Certificates
    • Managing Templates
      • Data Watcher Macros
      • Contract Macros
      • ICAP Macros
      • Central Log Macros
      • Email Templates
      • Editing default templates
      • Loading a new template
  • 💬LOGS & AUDIT
    • Logs 🚀
      • Logs options 🚀
      • Troubleshooting error analysis in Logs
    • Audit Options 🚀
      • Export audit logs 🚀
      • List of Audit entity types 🚀
      • Audit message codes 🚀
    • Log Notifiers 🚀
      • FEL message codes
  • 🕒MONITORING
    • Jobs
      • Details about Jobs 🚀
      • jobman.sh CLI
    • Job Manager
    • Job Queues
      • Managing Job Queues
    • File Transfers
      • Ongoing
      • Finished
      • Reports
    • File Transfers Rules
      • Configuring Rules
  • 🧐HOW TO...
    • ... use different DNS names 🚀
    • ... configure a Cron Expression
    • ... configure an application
    • ... customize the header
    • ... run searches in Data Watcher 🚀
    • ... use Data Shaper graphs in Data Mover contracts
    • ... modify DMCFG and deploy it
    • ... tune Data One data retention
    • ... fine tune Data Mover
      • Email sender for the Notification Channel
  • 🗒️RELEASE NOTES
    • Data One 1.20.10
    • Data One 1.20.9
    • Data One 1.20.8
    • Data One 1.20.7
      • Data One 1.20.7.1
    • Data One 1.20.6
    • Data One 1.20.5
    • Data One 1.20.4
    • Data One 1.20.3
    • Data One 1.20.2
    • Data One 1.20.1
    • Data One 1.20.0
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On this page
  • Flow Template
  • Variables
  • General
  • Assignment
  • Details
  • Execution
  • Multi Instance
  • More
  1. Workflows
  2. Workflow templates
  3. Custom workflow templates

Workflow template BPMN-diagram panel

PreviousWorkflow template working areaNextError workflow templates

Last updated 20 days ago

The BPNM-diagram panel is composed of multiple sections that change depending on the selection in the working area.

When a service task is selected, the panel lists its mandatory and/or optional values. These values are documented on the pages.

When no service task is selected (you have clicked on the white space), the sections apply to the entire workflow model.

Let's see them in detail.

Flow Template

This section contains:

  • Revision: the number of times the workflow was saved/modified/edited.

  • Status:

    • ready to use: the workflow is ready and can be associated with contracts.

    • in progress: the workflow is still a draft. It is saved as template but cannot be associated with any contract.

  • Contract's variables: number of variables included in the template.

  • Referencing contracts: number of contracts using this template.

Variables

This section lists the Variables that will be initialized when creating the Contract. The variables are essential for customizing Service task properties. Depending on the trigger type selected, Data Mover lists default variables.

  • Name (*): enter the name of the variable, which must be the same as the namevariable inserted in the service task property configuration.

  • Description: insert a description for the variable.

  • Default Value: enter the default value of the variable. If this value is different than the value that will be included in the contract, this one will be overwritten.

  • Required: check this item if this variable is required.

General

  • Model Key: unique ID identifying the model across different versions.

  • Model Id: it identifies the element within the process model.

  • Name: it is the name of the element, which is displayed in the diagram.

  • Documentation: field where users can enter free text.

  • Creation date: date when the diagram was created.

  • Modification date: date when the diagram was modified.

  • Process Sequence: this is the sequence that should be created when starting the process instance. It is stores in a variable and can be used in the process instance name/business key property expressions.

  • Process Instance Name: this is the name of the process instance. The process Pequence variable can be used in this expression.

  • Status values: it defines a list of status values that can be internationalized and used to set the status of the process instance.

  • Process Instance Business key: this is the business key of the process instance. The Process Sequence variable can be used in this expression.

  • Is executable: optional Boolean value that specifies if the process is executable.

  • Security policy: this options sets a custom security policy.

  • Allowed historic variables: it defines which historic variables will be persisted in the historic variable table when an instance or task history level is configured.

  • Folder path for uploaded content items: it sets the folder path that defines where uploaded content items for the task will be stored.

  • Comments only on root instance: all comments from child instances will be attached to the root instance. Root instance comments will be visible from child instances.

  • Documents only on root instance: all documents from child instances will be attached to the root instance. Root instance documents will be visible from child instances.

Assignment

  • Owner: this is the ID of the task owner, who can view the task and delegate it to another user. Then, the user becomes the assignee and can resolve the task. Once a task is resolved, it is reassigned to the owner, who can then complete it.

  • Do not inherit start user as owner if root instance: it determines whether the instance start user is the owner. This is only relevant if no owner value is given and the instance is a root instance.

  • Assignee: user ID of the task assignee. The assignee can see and complete the task, and is typically responsible for it.

  • Do not inherit start user as assignee if root instance: it determines whether the instance start user is the assignee. This is only relevant if no assignee value is given and the instance is a root instance.

  • Potential starter user: this is the user that can start the process.

  • Potential starter group: this is the group that can start the process.

  • Participant users: this is a list of selected users that are added as participant identity links to the task.

  • Participant groups: this is a list of selected groups that are added as participant identity links to the task.

  • Watcher users: this is a list of selected users that are added as watcher identity links to the task.

  • Watcher groups: this is a list of selected groups that are added as watcher identity links to the task.

Details

  • Include in history: when the history level is set to "instance" or "task", this property determines if the activity instance is included in the activity history data.

  • Result variable: this is the name of the variable. It is used to store the result of the expression evaluation. The result is the expression's return value.

  • Exception mappings: it defines one or more exception mappings that map a technical Java exception to a BPNM error code.

Execution

  • Exclusive: it determines whether an activity or process runs as an exclusive job. An exclusive job ensures that other asynchronous, exclusive activities within the same process are not performed at the same time. This helps prevent job failure in concurrent scenarios.

  • Leave asynchronously: when enabled, the activity will be left as an asynchronous job. This means that the activity ends asynchronously, including end execution listeners.

Multi Instance

  • Multi instance type: select the loop type for the task. The default is None, meaning the task is created as a single instance. Select Parallel or Sequential if you want to create multiple instances of the same task. It is good practice to use Sequential for service tasks and Parallel for user tasks if they are assigned to different users. If you select multi-instance execution, new attributes must be specified, such as loop collection.

  • Collection: this expression sets the loop collection for a multi-instance task. One common use case is looping over lists created by multi-element subforms. The number of instances is determined by the elements of a collection. For each element in the collection, a new instance is created.

  • Element variable: this is the name of the variable that stores the item currently being processed from the loop collection. For example, 'invoicePosition'. This element can then be accessed through an expression, such as ${invoicePosition}. To access the element variable in a form, you can add a task listener that (on create) copies the variable from the execution to a task-local variable and makes it available there. For example, ${task.setVariableLocal("invoicePosition",invoicePosition)}). This makes the variable available in the form as the 'task.invoicePosition' variable.

  • Element index variable: this is the name of the variable that stores the index of the item currently being processed from the loop collection. For example, 'itemIndex'. The index is a number starting with 0 that is increased with every element that is being looped through. The index can then be accessed through an expression, such as ${itemIndex}. To access the element variable in a form, you can add a task listener that (on create) copies the variable from the execution to a task-local variable and makes it available there. For example, ${task.setVariableLocal("itemIndex",itemIndex)}). This makes the variable available in the form as the 'task.itemIndex' variable.

  • Cardinality: this is a number or an expression that evaluates to an integer that controls how many activity instances will be created. If the 'Collection' attribute is empty, a new instance is created for each element in the list. Cardinality allows you to overwrite this setting and create a specific number of instances. Cardinality can also be used if you want to loop over an activity a specific number of times without defining a collection.

  • Completion condition: boolean expression that, when set to true, cancels the remaining activity instances (i.e., stops the loop) and produces a token.

More

  • Throw exception: if this option is selected, an exception will be thrown in the event of a failure. This exception can be caught with a boundary error event, or it can be left to escalate and terminate the process.

  • Cluster: enter the cluster to use.

  • File List [String]: this variable contains the list of files resulting from the current operation. The Subprocess object can be used to cycle through elements of a list.

  • Return Code [String]: this is the workflow variable where the final return code will be written.

  • Virtual Path [VirtualPath]: this is the virtual path used for file listing in the current operation. It's a remote path, so enter a plain string, not a virtual path.

  • File ID [Long]: this is the ID of the file associated with the Virtual Box.

  • Virtual Box [VirtualBox]: this is the virtual box to be associated to the files in the current operation.

In this section you can enter fixed or variable values with the following syntax: ${namevariable}.

The value namevalue in the More section must be the same as the Name property in the Variable section.

Trigger: the event that activates the action or set of actions within the workflow. See the list of .

: edit option allowing you to select a different trigger and set a different status.

To add a variable, click the button and fill in the options in the Create Variable window:

Type (*): choose the variable type, which must be the same type as the one entered in the Service task property configuration. See the list of for details.

🧱
Trigger types
variables
Service tasks