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- Grouper admins (or members of etc:workflowEditors group) can configure a workflow on a group
- Specify which groups need to approve the request
- Configure the workflow and form fields with JSON
- Configure the form itself with HTML
- Workflow daemon will run to send out notifications
- Screens to view and manage the requests
- Automatic provisioning into group(s)
A copy of the form being submitted will be stored at every state of the form to AWS S3 or the file system. That includes the history of the form and who approved it when
- There is not a lightweight open source workflow library to add to grouper core, so we will create our own
- The first part of this task is to confirm this statement
- Note: the workflow should be able to be kicked off by the daemon when the status is "initiate". So that workflow can be kicked off by web service. Daemon should check every 5 minutes. If this is the UI it should be immediate, send the email, and go to the next state.
Configuration
The configuration will follow the same attribute structure as other Grouper modules like reporting
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Name | Definition | Value |
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workflowInstanceMarker | workflowInstanceDef | <none> |
workflowInstanceState | workflowInstanceValueDef | Any of the states, plus "exception" if there is a problem |
workflowInstanceLastUpdatedMillisSince1970 | workflowInstanceValueDef | number of millis since 1970 when this instance was last updated |
workflowInstanceConfigMarkerAssignmentId | workflowInstanceValueDef | Attribute assign ID of the marker attribute of the config (same owner as this attribute, but there could be many workflows configured on one owner) |
workflowInstanceInitiatedMillisSince1970 | workflowInstanceValueDef | millis since 1970 that this workflow was submitted |
workflowInstanceUuid | workflowInstanceValueDef | uuid assigned to this workflow instance |
workflowInstanceFilename | workflowInstanceValueDef | filename of workflow directory that holds the workflow files |
workflowInstanceFilePointer | workflowInstanceValueDef | depending on storage type, this is a pointer to the workflow in storage, e.g. the S3 address. note the S3 address is .csv suffix, but change to __metadata.json for instance metadata |
workflowInstanceEncryptionKey | workflowInstanceValueDef | randomly generated 16 char alphanumeric encryption key (never allow display or edit of this) |
workflowLastEmailedDate | workflowInstanceValueDef | yyyy/mm/dd date that this was last emailed so multiple emails dont go out on same day |
workflowLastEmailedState | workflowInstanceValueDef | the state of the workflow instance when it was last emailed |
workflowLog | workflowInstanceValueDef | has brief info about who did what when on this instance |
workflowError | workflowInstanceValueDef | error message including stack of why this instance is in "exception" state |
Changes to group drop down
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"Join" a group could kick off a workflow too
Notifications
Emails should be sent out to approvers when they need to approve forms. Emails should be sent out when the state changes, or daily (in a digest per user)
Hooks on workflow
Workflow should have hooks at various place so it can be customized
View electronic forms screen
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- My forms - see forms the current user submitted
- Forms waiting for my approval - see forms that need approvals
- Form search - for form admins, can search for forms, see status, search by submitter, able to approve forms for approvers
To Do later
- Enable kicking off workflows from other events (e.g. folder create, group create, membership add , membership remove , attribute values add/change/remove, etc…)