Deliver Modern UI for IBM BPM with the Coach Framework and

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Developing Local Plug-ins with the vSphere Client SDK - VMware

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Deliver Modern UI for IBM BPM with the Coach Framework and

Redbooks

Front cover

Deliver Modern UI for IBM BPM

with the Coach Framework and Other Approaches

Rackley Boren

Eric Ducos

Ge Gao

Thalia Hooker

Matthew Oatts

Paul Pacholski

Dennis Parrott

Claudio Tagliabue

International Technical Support Organization

Deliver Modern UI for IBM BPM with the Coach

Framework and Other Approaches

October 2016

SG24-8355-00

Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule

Contract with IBM Corp.

First Edition (October 2016)

This edition applies to Version 8, Release 5, Modification 7 of IBM Business Process Manager.

Note: Before using this information and the product it supports, read the information in "Notices" on

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .x

IBM Redbooks promotions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

Authors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

Now you can become a published author, too! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

Stay connected to IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

Chapter 1. Delivering modern UI for IBM BPM using the Coach Framework and other

approaches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

1.1 User interactions with business processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

1.2 Coaches: Custom user interfaces for business processes . . . . . . . . . . . . . . . . . . . . . . . 3

1.3 Coach views: Custom user interface components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

1.3.1 Controls: Atomic coach views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

1.3.2 Reusable coach elements: Composite coach views. . . . . . . . . . . . . . . . . . . . . . . . 4

1.3.3 Dynamic coach view interaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1.4 Human services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1.4.1 Task completion coaches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1.4.2 Dashboards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1.4.3 Client-side human services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

1.5 Using coaches outside IBM BPM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

1.5.1 Launching coaches using a URL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

1.5.2 Coaches within JSR 286 portlets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

1.6 How coaches can benefit your organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

1.6.1 Seamless integration of UIs and process logic. . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

1.6.2 Tailored UI components for your business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

1.7 Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 2. Creating user interfaces with coaches. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

2.1 Getting started with client-side human services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

2.1.1 Creating a simple process flow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

2.1.2 Creating a client-side human service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

2.1.3 Running a client-side human service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

2.2 Building a simple coach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

2.2.1 The coach editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

2.2.2 What you see is what you get (WYSIWYG) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

2.2.3 Using variables to add controls to a coach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

2.2.4 Moving and deleting controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.3 Configuring controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.3.1 Setting the control binding variable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2.3.2 Using pseudo variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

2.3.3 Setting control configuration options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

2.3.4 Defining control visibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

2.3.5 Changing the positions of controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

2.4 Control toolkits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

2.5 Working with documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

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

2.5.1 Document List control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

2.5.2 Document Viewer control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

2.5.3 Document Explorer control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

2.6 Creating a reusable group of controls (using a composite coach view) . . . . . . . . . . . . 35