Metrici Portal process automation development guide

This document describes how to develop process automation solutions using the Metrici Portal.

The document assumes you are familiar with both Metrici Portal introduction and Metrici Portal process automation installation, usage and administration guide.

Note: the document refers to the use of Process Module Express (PMX), which is a toolset for building process automation solutions. This has now been superceded by standard library components and customisation of components from the Relay product libraries. The sections on PMX are retained for reference, but new projects should use the Relay technical reference as a starting point.

• Anatomy of a worker
  • Understanding workers
  • Worker fields
  • Worker events
  • Worker data
  • Publish and subscribe
• Process Module Express (PMX)
  • Structure of PMX
  • How PMX works
  • Configuring PMX
  • PMX components
  • Module data
• Defining processes
  • Process definition
  • Status rules
  • Worker templates
  • Recipes
• The Business Process Model (BPM) interface
  • Building a simple flow
  • Forms
  • Set properties
  • Assemble the process
  • Multiple roles
  • More about properties
    • Properties node
    • Property precedence
    • Referencing a property from another
    • Changing the role reference
    • Flow properties
    • Using flow properties in steps
    • Include properties
    • Runtime placeholders
• Analysis, design and build
  • Analysing process automation requirements
  • Design
  • Build
• Building new components
  • PMX components
  • Step types
  • Replacing the process client