Building a sample ad hoc process

This example shows how to model an ad hoc event that enables users to view the contents of a requisition at any time during normal processing of the requisition.

About this task

For the following example, you can use the HR Open New Position BPD included in the Hiring Sample process application. (If you do not see the Hiring Sample process application in your list of applications in the Process Center Console, ask your IBM® Business Process Manager administrator to give you access.) To do so, clone a snapshot of the Hiring Sample process application so that your changes do not affect other users of IBM Process Designer.

Procedure

  1. Open the BPD in the Designer and click the Diagram tab.
  2. Drag a Lane component from the palette to the diagram.
  3. Right-click the new lane and select Move Lane Down until the new lane is the last lane in the BPD (below the System lane).
  4. Click on the new lane in the diagram (named Untitled 1 by default) and in the Name field in the properties, type Ad hoc process .
  5. Notice in the Common section of the properties that the default lane assignment is All Users. To assign to one of the tutorial participant groups, click the Select button.

    For example, if only HR Managers should be able to view information about pending requisitions, select HR Managers from the list of available participant groups.

  6. Drag a Start Event component from the palette onto the BPD diagram so that it is positioned in the new Ad hoc process lane.
  7. In the text box that displays over the Start Event component, type Show Requisition Data for the event name.
  8. Click the Implementation option in the properties and select Ad Hoc from the available start event types.
  9. Drag an activity from the palette into the Ad hoc process lane.
  10. In the text box that displays over the activity, type Show Data for the activity name.
  11. Drag an End Event component from the palette onto the BPD diagram so that it is positioned after the Show Data activity in the Ad hoc process lane and optionally name the End Event.
  12. Using the Sequence Flow tool, connect the Start Ad Hoc Event, Show Data activity, and End Event on the BPD diagram.
  13. Right-click the Show Data activity and select Activity Wizard from the list of options.
  14. In the Activity Wizard - Setup Activity dialog, make the following selections:
    Table 1. Recommended selections in the Activity Wizard - Setup Activity dialog
    Option Selection
    Activity Type User Task
    Service Selection Enable the radio button for the Create a New Service or Process option

    In the Name field, type Show Data for the new service. (For this example, name the new Human service the same as the corresponding activity in the BPD.)

  15. In the Activity Wizard - Setup Activity dialog, click the Next button.
  16. In the Activity Wizard - Parameters dialog, choose the process variables from the regular process to use as input and output for the new service for the ad hoc process.

    For the private variable named requisition, leave the Input field set to true and change the Output field to false. These settings reflect the fact that our sample ad hoc process simply displays the requisition data and does not pass back modified data. For other variables, click to change the setting from true to false under the Input and Output field. Click the Finish button.

    The new service is created and attached to the activity. The new service includes a single Coach.

  17. Double-click the Show Data activity in the Ad hoc process lane in the BPD.

    The new service opens in the Designer and you can see the diagram.

  18. Click the Coaches tab and then click the listed Coach to see its controls.

    Because we used the Activity Wizard, the Coach includes a form element for each of the parameters in the requisition variable.

  19. Save your work and then follow the instructions in Running a sample ad hoc process.