Version Date Notes By
1.0 2021-02-05 Initial release ROB
1.1 2023-06-19 Adding recent developments ROB
1.2 2025-05-07 Adding missing components ROB

Note: System is still in early development. Missing propper PDF and Excel editors, graphics and other components. Visually it is still janky (editor) and very simple (pdf, excel).

Introduction

The interface system is what governs the disposition of information (interactive or not) when exposing information about cases (token process instances).

This system is used in user activities to place information and forms for the responsibles to fill in (note: it does not control the form itself, only where it will appear; the form is provided by the dynamic attribute system).

This system is also used to create reports in PDF and Excel, as well as view only pages that can be consulted by users. The available components are filtered based on use (User Activity, Visualization, PDF, Excel) and based on scope (Case, Process).

Available interface components

As of writting this document, check document version to see if there were any changes.

Action form and Action

  • Applicable in: - User Activity

These components allow for forms to have custom actions besides the standard "Back", "Save" and "Submit". The custom actions can be:

  • Submit
  • Save
  • Back (Back to task listing)
  • Cancel (cancel the token process and any objects in execution).
  • Download report (download the selected report).
  • Set variable attribute to value (sets the value and submits / usefull for sending tasks to a specific destination by directly setting the variable the gateway will evaluate).
  • Link to process view (opens the process view).

The action form groups together many actions (visually all actions are displayed inside the same row of buttons).

Chart process

  • Applicable in: - Visualization, PDF, Excel (process scope)

This component places a chart in the spot it ocupies (for the PDF and Visualization it uses ECharts and for the Excel it prompts excel to generate the chart acording to its internal tools).

For the moment the chart is very basic, using information from root variables only and having no customization (You can select bar, pie and line charts and the attribute from witch the values will be retrieved / aggregated).

Datatable process grid

  • Applicable in: - Visualization (process scope)

This component creates a datagrid with configurable columns and permanent filters. The component acts in every way like a datatable (including reordering by clicking on the column). Can be placed in process scoped views.

First element simple vertical table

  • Applicable in: - User Activity, PDF, Excel

This component displays the first element of a multiple variable relation (related to a root variable or single variable preceding the selected variable definition via the selected relation).

Multi variable table vertical

  • Applicable in: - Visualization, User Activity, PDF, Excel

This component can list multiple variables of multiplicity multiple by allowing the user to create columns to be displayed, and, for each variable, which attribute corresponds to each column. The information of the variables will be displayed by order of creation (forming a linear history).

Panel

  • Applicable in: - User Activity

This creates a panel, that can contain all the other components (allows the user to define the title, header color and whether the panel is closed by default).

Form group

  • Applicable in: - User Activity

This creates a form group, that contains other components (including but not limited to form components).

Simple text area

  • Applicable in: - User Activity, PDF, Excel

This component simply inserts unformated text at the position it is placed.

Formatted text area

  • Applicable in: - User Activity, PDF

This component simply inserts formated text at the position it is placed.

Standard task buttons

  • Applicable in: - User Activity

This component is a fast way to include a group of actions that include the back button, the save draft button and the submit button.

Simple vertical table

  • Applicable in: - Visualization, User Activity, PDF, Excel
  • Data source: - Case intrinsic activity, Case variable instance

This component exposes information in a two column table format. The first column contains the name of the field and the second contains the value.

Simple horizontal table

  • Applicable in: - Visualization, User Activity, PDF, Excel
  • Data source: - Case variable instance relation (of type "multiple")

This component exposes information about a collection of variables in a list fashion. The header contains names of fields and the body contains the values of the fields (one row per variable in collection).

Variable attribute form field

  • Applicable in: - User Activity
  • Data source: - Case variable instance

This component places a form component (text, number, selector, etc ...) that will allow the user to enter / edit the value of that variable / attribute. Since the separation from the dynamic attribute system, this component is directy related only to a local data type table and that table determines the fields that are valid for use in this component for a given variable / attribute.

Simple process grid

  • Applicable in: - Visualization, PDF, Excel
  • Data source: - Collection of cases (only root variables and intrinsic information are considered)

This component functions like the simple horizontal table but the values come from a collection of cases rather than a collection of variable instances from a single case.

Excel worksheet

  • Applicable in: - Excel

This component represents the worksheet of an excel file (can have multiple worksheets, each with it's own grid with elements).

PDF Container

  • Applicable in: - PDF

This component represents the page excluding the header and footer. All PDF interface components must be placed inside this one.

PDF Header

  • Applicable in: - PDF

This component is optional and, if not defined, will cause the report to use the standard header. Any components placed inside the header will be displayed as the header.

PDF Footer

  • Applicable in: - PDF

This component is optional and, if not defined, will cause the report to use the standard footer. Any components placed inside the footer will be displayed as the footer.

View link button

  • Applicable in: - Visualization

Serves as a link to a given view (the view is configured in this component).

Tab group

  • Applicable in: - User activity, Visualization

This component groups (contains) tabs

Tabs

  • Applicable in: - User activity, Visualization

This component is a tab and contains other components (allowing for organizing a form by tabs for example).

Rows and columns

These components act like the bootstrap counterparts when used in the frontend and PDF reports. The excel reports also use rows and columns but with key diferences

Component Frontend and PDF Excel
Row Width is 100% of container Width is total width of all the columns placed inside of it (with no limit to the number of columns that can be placed).
Column Height is height of contained elements Height is total height of all contained elements (with no limit to the number of elements contained)

Templating

It is possible to define an interface for the frontend (inside the process only for now) that can be reused as a template throughout the process. When using a template, the template will be placed as a special "template" component that replicates the sub components of the template as the sub component of the "template" component.