Comprehensive Guide to the Workflow Management System: Framework, Features, Process Design, and Operations
This document provides a detailed English guide to a workflow management system, covering its underlying frameworks, feature list, process design operations, UI components, form design, deployment steps, and user interactions such as initiating, reviewing, and handling tasks.
Framework Overview
Framework
Version
Notes
SpringBoot
2.3.7.RELEASE
Web framework
Mybatis-Plus
3.5.2
ORM framework
sa-token
1.35.0.RC
Permission authentication
Hutool
5.8.4
Utility library
knife4j
2.0.7
API documentation
spring-file-storage
0.7.0
File upload
tlog
1.5.1
Log recording
easypoi
4.2.0
Excel import/export
minio
8.4.3
File storage
xx-job
2.4.0
Distributed task scheduling
Feature List
System Settings (e.g., sync route list, authorize menus, member management, role impersonation, password reset, role authorization, user management, role management, menu management, front‑end routing, department management, position management, data dictionary, parameter configuration, system logs, system notifications)
Workflow (e.g., agree, reject, return to previous step, return to initiator, jump, delegate, copy, etc.)
Process Design
Add
Click the "Add" button at the top‑left of the list to create a new process design; only basic information is required.
Field description:
Display Name – the name shown in the process list.
Unique Code – the identifier that matches the process definition name.
Process Category – e.g., vacation management, HR, finance, legal, administration, business, others (configured via data dictionary).
Icon – selectable from the system icon set.
Remarks.
View
Click the "View" button on the right side of a row.
The view contains two tabs: Process Diagram and Process Data.
Process Diagram
Process Data
Edit
Click the "Edit" button on the right side of a row to modify basic information.
Design
Click the "Design" button on the right side of a row to open the process designer.
Process Designer
The designer consists of three main parts: Drag Panel, Canvas, Property Panel, and a Control Panel.
Drag Panel
The left‑hand menu lists node models that can be dragged onto the canvas.
Node items include:
Start Node – model StartModel
User Task – model TaskModel
Custom Task – model CustomModel
Decision – model DecisionModel
Fork – model ForkModel
Join – model JoinModel
End Node – model EndModel
Snaker Sub‑process – model SubProcessModel (independent definition)
Sub‑process – model SubProcessModel (embedded in parent process)
Canvas
The canvas provides WYSIWYG editing with zoom, drag, move, connect, node/edge editing, and right‑click menus.
Zoom with Ctrl + mouse wheel.
Drag nodes directly.
Move canvas via mouse wheel or click‑drag.
Connect nodes by dragging.
Edit node properties via the property panel.
Edit edge properties via the edge panel.
Right‑click for context menus (delete, canvas settings, etc.).
Property Panel
When a node, edge, or the canvas is right‑clicked, a corresponding property panel opens for editing.
Start Node
Task Node
Custom Task Node
Decision Node
Fork Node
Join Node
End Node
Sub‑process Node
Control Panel
The control panel is located in the upper‑right corner.
Menu items include zoom out, zoom in, fit, previous step, next step, clear canvas, view (JSON/XML), import, highlight, save, etc.
Form Design
Click the "Form Design" button (ellipsis menu) to design forms. Only metadata‑driven forms support online design; custom‑coded forms are preview‑only.
Custom Development Form
Developed by developers as a .vue file.
Metadata Form
Generated from JSON metadata and rendered dynamically.
Form Attributes
Configure attributes such as title and layout.
Add Field
Sort Fields
Use "Move Up" / "Move Down" to reorder.
Edit Field
Delete Field
Save
Click the "Confirm" button to submit changes to the backend.
Deployment
Click the "Deploy" button (ellipsis menu) to generate a new process definition version.
Process Definition
Process definitions store workflow engine files synchronized from the designer. Deploy and redeploy actions affect versioning.
Fields include Display Name, Unique Code, Category, Version (auto‑increment on deploy), and Status (enabled/disabled).
View
Similar to designer view, showing diagram and data (JSON from LogicFlow, XML from SnakerFlow).
Initiate
Click the "Initiate" button (ellipsis menu) to open the start form; after filling, the process begins.
Different processes may have slightly different start forms, controlled by the "Instance Start Form" field.
Enable/Disable
Use the "Enable" or "Disable" button (ellipsis menu) to toggle the definition.
Delete
Use the "Delete" button (ellipsis menu) to remove a process definition; this does not affect already deployed instances.
My Initiated Processes
The list groups process definitions and shows only the latest version.
My Initiated
Shows the list of processes you have started.
Details
Click "Details" to view Form, Diagram, and Approval Records (three tabs).
Form
Read‑only view of the submitted form.
Diagram
Shows highlighted nodes for completed, in‑progress, and pending steps.
Approval Records
Displayed as a timeline or a table.
Withdraw
Two ways to withdraw an ongoing process: via the "Withdraw" button in the row menu or by selecting the checkbox.
My To‑Do
Shows tasks assigned to you when the workflow reaches a node you are responsible for.
Handle
Click "Handle" to open the approval detail, which includes Form, Diagram, and Approval Records.
Form
Same as the read‑only form in "My Initiated" details.
Diagram
Same as the diagram view in "My Initiated" details.
Approval Records
Same as the approval records view in "My Initiated" details.
Operation Area
Bottom section with input fields and action buttons.
Ordinary task buttons: Agree (proceed to next node), Reject (end process), Return to Previous Step, Return to Initiator, Jump (to historical node).
Counter‑sign task buttons: Agree, Disagree, Add Sign (add participants without advancing).
Delegate
Click "Delegate" to select an agent; after confirmation, the agent sees the delegated tasks.
My Completed
Lists tasks you have finished.
My CC
Shows processes CC'd to you; you have view‑only permission.
Source Code
Backend project, frontend project, demo address, and login credentials (admin/123456). Click "Read Original" for the source repository.
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