Leadprocess workflow example

entity/Leadimport_entity/recordcontainers/db/onDBInsert.js

@@ -18,7 +18,7 @@ var recordSep = LeadImportUtils.getRecordSeparator(vars.get("$field.SENTENCESEPA
 if(bindata != '' && filename != '')
 {
     var mimeType = DocumentUtil.getMimeTypeFromUpload(vars.get("$field.bindata"));
-    if (mimeType == "application/vnd.ms-excel")
+    if (mimeType == "application/vnd.ms-excel" || mimeType == "text/csv")
     {
         var documentId = SingleBinaryUtils.insertMainDocument("LEADIMPORT", "IMPORTFILE", assignmentRowId, bindata, filename, "", SqlUtils.getBinariesAlias());
         LeadImportUtils.loadImportFile(documentId, fieldSep, fieldLimit, recordSep, assignmentRowId, false, true);

entity/Leadimport_entity/recordcontainers/db/onDBUpdate.js

@@ -23,7 +23,7 @@ if (vars.get("$field.bindata") != "FILE NOT CHANGED")
     if(bindata != '' && filename != '')
     {
         var mimeType = DocumentUtil.getMimeTypeFromUpload(vars.get("$field.bindata"));
-        if (mimeType == "application/vnd.ms-excel")
+        if (mimeType == "application/vnd.ms-excel" || mimeType == "text/csv")
         {
             
             var binMetadata = db.getBinaryMetadata("LEADIMPORT", "IMPORTFILE", assignmentRowId, false, SqlUtils.getBinariesAlias(), "");

neonView/WorkflowTaskPreview_view/WorkflowTaskPreview_view.aod

@@ -14,7 +14,7 @@
       <name>Card</name>
       <iconField>ICON</iconField>
       <titleField>NAME</titleField>
-      <subtitleField>PROCESSINSTANCE_ID</subtitleField>
+      <subtitleField>DESCRIPTION</subtitleField>
       <favoriteAction1>completeTask</favoriteAction1>
       <entityField>#ENTITY</entityField>
     </cardViewTemplate>
@@ -36,10 +36,6 @@
           <name>6523539d-2dba-4417-99c6-ddecdbe6c31b</name>
           <entityField>ASSIGNEE</entityField>
         </entityFieldLink>
-        <entityFieldLink>
-          <name>ee07f936-133f-41c3-8ed8-716bd9bb4a8d</name>
-          <entityField>DESCRIPTION</entityField>
-        </entityFieldLink>
         <entityFieldLink>
           <name>7355affe-63da-4383-bb8a-00205410b47d</name>
           <entityField>DUEDATE</entityField>
@@ -48,10 +44,6 @@
           <name>63697864-5b0b-471f-89fc-60621fecbaec</name>
           <entityField>TARGET_ID</entityField>
         </entityFieldLink>
-        <entityFieldLink>
-          <name>232670b6-4923-4e8d-bfa0-8720e57e932a</name>
-          <entityField>ISACTIVE</entityField>
-        </entityFieldLink>
         <entityFieldLink>
           <name>d193bea1-a470-4403-bce7-446e3b398540</name>
           <entityField>PRIORITY</entityField>

preferences/_____PREFERENCES_PROJECT/_____PREFERENCES_PROJECT.aod

 <?xml version="1.0" encoding="UTF-8"?>
-<preferences xmlns="http://www.adito.de/2018/ao/Model" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" VERSION="3.2.1" xsi:schemaLocation="http://www.adito.de/2018/ao/Model adito://models/xsd/preferences/3.2.1">
+<preferences xmlns="http://www.adito.de/2018/ao/Model" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" VERSION="3.2.0" xsi:schemaLocation="http://www.adito.de/2018/ao/Model adito://models/xsd/preferences/3.2.0">
   <name>_____PREFERENCES_PROJECT</name>
   <majorModelMode>DISTRIBUTED</majorModelMode>
   <customized />
@@ -92,5 +92,10 @@
       <name>duplicates.dataBlockSize</name>
       <property v="5000" />
     </customIntegerProperty>
+    <customBooleanProperty>
+      <name>workflow.leadExample</name>
+      <description></description>
+      <property v="false" />
+    </customBooleanProperty>
   </customProperties>
 </preferences>

process/Classification_lib/Classification_lib.aod

@@ -3,6 +3,7 @@
   <name>Classification_lib</name>
   <majorModelMode>DISTRIBUTED</majorModelMode>
   <process>%aditoprj%/process/Classification_lib/process.js</process>
+  <alias>Data_alias</alias>
   <variants>
     <element>LIBRARY</element>
   </variants>

process/Classification_lib/process.js

+import("system.util");
 import("system.vars");
 import("system.db");
 import("Sql_lib");
@@ -173,4 +174,24 @@ ClassificationUtils.changeScoreName = function(pNewScoreName, pClassificationTyp
 {
     newWhere("CLASSIFICATIONTYPE.CLASSIFICATIONTYPEID", pClassificationTypeId)
         .updateData(true, "CLASSIFICATIONTYPE", ["SCORETYPE"], null, [pNewScoreName]);
-}
\ No newline at end of file
+}
+
+/**
+ * Set a value for a classification type
+ * 
+ * @param {String} pObjectType 
+ * @param {String} pObjectId
+ * @param {String} pClassificationTypeId
+ * @param {String} pClassificationScoreId 
+ */
+ClassificationUtils.setClassificationValue = function(pObjectType, pObjectId, pClassificationTypeId, pClassificationScoreId)
+{   
+    var newId = util.getNewUUID();
+    db.insertData("CLASSIFICATION", ["CLASSIFICATIONID", "OBJECT_TYPE", "OBJECT_ROWID", "CLASSIFICATIONTYPE_ID", "CLASSIFICATIONSCORE_ID"], null, [
+        newId,
+        pObjectType,
+        pObjectId,
+        pClassificationTypeId,
+        pClassificationScoreId,
+    ]);
+}

process/CreateSalesprojectTouchpoint_workflowService/CreateSalesprojectTouchpoint_workflowService.aod

+<?xml version="1.0" encoding="UTF-8"?>
+<process xmlns="http://www.adito.de/2018/ao/Model" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" VERSION="1.2.1" xsi:schemaLocation="http://www.adito.de/2018/ao/Model adito://models/xsd/process/1.2.1">
+  <name>CreateSalesprojectTouchpoint_workflowService</name>
+  <majorModelMode>DISTRIBUTED</majorModelMode>
+  <process>%aditoprj%/process/CreateSalesprojectTouchpoint_workflowService/process.js</process>
+  <alias>Data_alias</alias>
+  <variants>
+    <element>WORKFLOW</element>
+  </variants>
+</process>

process/CreateSalesprojectTouchpoint_workflowService/process.js

+import("system.vars");
+import("Salesproject_lib");
+
+var variables = JSON.parse(vars.get("$local.value"));
+var targetId = variables.targetId;
+var touchpointType = variables.touchpointType;
+var touchpointInfo = variables.touchpointInfo;
+
+Salesproject.insertTouchPoint(targetId, touchpointType, touchpointInfo);

process/CreateSalesproject_workflowService/CreateSalesproject_workflowService.aod

+<?xml version="1.0" encoding="UTF-8"?>
+<process xmlns="http://www.adito.de/2018/ao/Model" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" VERSION="1.2.1" xsi:schemaLocation="http://www.adito.de/2018/ao/Model adito://models/xsd/process/1.2.1">
+  <name>CreateSalesproject_workflowService</name>
+  <majorModelMode>DISTRIBUTED</majorModelMode>
+  <process>%aditoprj%/process/CreateSalesproject_workflowService/process.js</process>
+  <alias>Data_alias</alias>
+  <variants>
+    <element>WORKFLOW</element>
+  </variants>
+</process>

process/CreateSalesproject_workflowService/process.js

+import("Classification_lib");
+import("system.logging");
+import("Sql_lib");
+import("Attribute_lib");
+import("system.result");
+import("system.vars");
+import("Salesproject_lib");
+import("system.workflow");
+
+var variables = JSON.parse(vars.get("$local.value"));
+var objectRowId = variables.targetId;
+var salesprojectName = variables.salesprojectName;   
+
+var id = Salesproject.createNewSalesprojectFromOrg(objectRowId, salesprojectName);
+
+//Set the business as a classification for the salesproject
+var classificationTypeId =  newSelect("CLASSIFICATIONTYPE.CLASSIFICATIONTYPEID")
+                    .from("CLASSIFICATIONTYPE")
+                    .where("CLASSIFICATIONTYPE.SCORETYPE", "ScoreBranch")
+                    .cell();
+                    
+var classificationScoreId =  newSelect("CLASSIFICATIONSCORE.CLASSIFICATIONSCOREID")
+                    .from("CLASSIFICATIONSCORE")
+                    .where("CLASSIFICATIONSCORE.TITLE", variables.business)
+                    .cell();
+                    
+if(classificationTypeId && classificationScoreId) {
+    ClassificationUtils.setClassificationValue("Salesproject", id, classificationTypeId, classificationScoreId);
+}
+
+//change the linked dataset from organisation to the new salesproject
+var processVariables = {
+        "targetId": id,
+        "targetContext": "Salesproject"
+}
+workflow.setProcessInstanceVariables(vars.get("$local.uid"), processVariables)

process/Leadimport_lib/process.js

+import("system.workflow");
+import("system.project");
 import("Util_lib");
 import("system.logging");
 import("DuplicateScanner_lib");
@@ -491,6 +493,22 @@ LeadImportUtils.insertOrg = function(pDataFields, pDataTypes,  pFieldDef, pField
     
         entityFieldValues = LeadImportUtils.getEntityFieldsOrg(OrgValues, ContactValues, AddrValues);
         
+        //Activate the lead workflow example in the custom properties
+        if(JSON.parse(project.getPreferenceValue("custom.workflow.leadExample", "false")))
+        {
+            var processVariables = {
+                "OrganisationId": orgid,
+                "targetId": contactId,
+                "recipientContactId": contactId,
+                "targetContext": "Organisation",
+                "salesprojectName": OrgValues["NAME"],
+                "documentTemplateId": "12da39a8-6fc9-4220-b09d-179cd611a814",
+                "business": ""
+            }
+            //start the example lead process instance for a new organisation lead
+            workflow.startProcessByKey("leadprocess", processVariables)
+        }
+        
         return new Array(orgid, contactId ,entityFieldValues, true);
     }
     //return the ids of the existing organisation so that people who work for the same organisation are assigned to them

process/Salesproject_lib/process.js

@@ -9,6 +9,8 @@ import("system.question");
 import("Util_lib");
 import("Keyword_lib");
 import("system.neonTools");
+import("KeywordRegistry_basic");
+
 /**
  * Methods used by the Salesproject.
  * Do not create an instance of this!
@@ -107,4 +109,43 @@ Salesproject.createNewSalesproject= function(pRelationId)
         params["ContactId_param"] = pRelationId;
     
     neon.openContext("Salesproject", null, null, neon.OPERATINGSTATE_NEW, params);
-}
\ No newline at end of file
+}
+
+/**
+ * Create a new Salesproject from a organisation
+ */
+Salesproject.createNewSalesprojectFromOrg = function(pRelationId, pSalesprojectName)
+{
+    var uid = util.getNewUUID();
+    db.insertData(
+            "SALESPROJECT",
+            ["SALESPROJECTID", "CONTACT_ID", "PROJECTTITLE", "PROJECTCODE", "STARTDATE", "STATUS", "PHASE"],
+            null,
+            [uid, pRelationId, pSalesprojectName, Salesproject.getNextProjectNumber(), 
+                vars.get("$sys.date"), $KeywordRegistry.salesprojectState$open(), $KeywordRegistry.salesprojectPhase$nqc()]); 
+    return uid;        
+                  
+}
+
+/**
+ * Insert a new touchpoint for the salesproject 
+ */
+Salesproject.insertTouchPoint = function(pSalesprojectId, pTouchPoint, pInfo)
+{
+    var uid = util.getNewUUID();
+    db.insertData(
+            "SALESPROJECT_TOUCHPOINT",
+            ["SALESPROJECT_TOUCHPOINTID", "SALESPROJECT_ID", "ENTRYDATE", "INFO", "TOUCHPOINT"],
+            null,
+            [uid, pSalesprojectId, vars.get("$sys.date"), pInfo, pTouchPoint]); 
+    return uid;                         
+}
+
+/**
+ * Set a new phase for the salesproject 
+ */
+Salesproject.updateSalesprojectPhase = function(pSalesprojectId, pPhase)
+{
+    newWhere("SALESPROJECT.SALESPROJECTID", pSalesprojectId)
+        .updateData(true, "SALESPROJECT", ["PHASE"], null, [pPhase]);                      
+}

process/SendEmail_workflowService/SendEmail_workflowService.aod

@@ -4,6 +4,7 @@
   <title>Send email</title>
   <majorModelMode>DISTRIBUTED</majorModelMode>
   <process>%aditoprj%/process/SendEmail_workflowService/process.js</process>
+  <alias>Data_alias</alias>
   <variants>
     <element>WORKFLOW</element>
   </variants>

process/SendEmail_workflowService/process.js

+import("Communication_lib");
+import("system.tools");
 import("system.result");
 import("DocumentTemplate_lib");
 import("system.vars");
 import("Email_lib");
 
 var variables = JSON.parse(vars.get("$local.value"));
+var recipientContactId = variables.recipientContactId;
+var documentTemplateId = variables.documentTemplateId;
+var senderName = variables.senderName;
+var mailSubject = variables.mailSubject;
 
-var email = Email.fromTemplate(variables.documentTemplateId, variables.recipientContactId);
-var sendResult = email.send();
+var email = Email.fromTemplate(documentTemplateId, recipientContactId);
+email.subject = mailSubject;
+email.toRecipients = [CommUtil.getStandardMail(recipientContactId)];
 
+//if we use @@instanceId in the mail body to track the user interaction, we replace it here with the instance id
+email.body = email.body.replace("@@instanceId", vars.get("$local.uid"));    
+
+var sendResult;
+if(senderName)
+{
+    var senderUser = tools.getUser(senderName);
+    var senderContactId = senderUser[tools.PARAMS][tools.CONTACTID];
+    email.sender = CommUtil.getStandardMail(senderContactId);
+    sendResult = email.send(senderName);
+}
+else
+{
+    sendResult = email.send();  
+}
 result.string(sendResult);
\ No newline at end of file

process/SetAttribute_workflowService/process.js

+import("Sql_lib");
 import("Attribute_lib");
 import("system.result");
 import("system.vars");
 
 var variables = JSON.parse(vars.get("$local.value"));
-
-var attributeId = variables.attributeId;
+var attributeName = variables.attributeName;
+var attributeId;
+if(attributeName)
+{
+    attributeId =  newSelect("AB_ATTRIBUTE.AB_ATTRIBUTEID")
+                        .from("AB_ATTRIBUTE")
+                        .where("AB_ATTRIBUTE.ATTRIBUTE_NAME", value)
+                        .cell();
+}
+else
+{
+    attributeId = variables.attributeId;
+}
 var value = variables.attributeValue;
 var objectRowId = variables.targetId;
 var objectType = variables.targetContext;

process/SetSalesprojectPhase_workflowService/SetSalesprojectPhase_workflowService.aod

+<?xml version="1.0" encoding="UTF-8"?>
+<process xmlns="http://www.adito.de/2018/ao/Model" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" VERSION="1.2.1" xsi:schemaLocation="http://www.adito.de/2018/ao/Model adito://models/xsd/process/1.2.1">
+  <name>SetSalesprojectPhase_workflowService</name>
+  <majorModelMode>DISTRIBUTED</majorModelMode>
+  <process>%aditoprj%/process/SetSalesprojectPhase_workflowService/process.js</process>
+  <alias>Data_alias</alias>
+  <variants>
+    <element>WORKFLOW</element>
+  </variants>
+</process>

process/SetSalesprojectPhase_workflowService/process.js

+import("KeywordRegistry_basic");
+import("system.vars");
+import("Salesproject_lib");
+
+var variables = JSON.parse(vars.get("$local.value"));
+var targetId = variables.targetId;
+var phase = variables.salesprojectPhase;
+
+Salesproject.updateSalesprojectPhase(targetId, phase);

process/workflowLinkTracking_rest/process.js

+import("system.result");
+import("system.workflow");
+
+var fallbackLocation = "https://www.adito.de";
+
+function restget(getInputReq)
+{
+  var request = JSON.parse(getInputReq);
+  var instanceId = request.query["id"];
+  var location = fallbackLocation;
+  if(instanceId) 
+  {
+    var taskConfig = workflow.createConfigForLoadingTask();
+    taskConfig.processInstanceId(instanceId);
+    var task = JSON.parse(workflow.getTask(taskConfig));
+    var variables = JSON.parse(workflow.getTaskVariables(task.id));
+    if(variables.location)
+    {
+      location = variables.location;
+    }    
+    workflow.completeTask(task.id, null);
+  }
+
+ request.response.header["Location"] = location;
+ request.response.httpStatusCode = 303;
+ return JSON.stringify(request);
+}

process/workflowLinkTracking_rest/workflowLinkTracking_rest.aod

+<?xml version="1.0" encoding="UTF-8"?>
+<process xmlns="http://www.adito.de/2018/ao/Model" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" VERSION="1.2.1" xsi:schemaLocation="http://www.adito.de/2018/ao/Model adito://models/xsd/process/1.2.1">
+  <name>workflowLinkTracking_rest</name>
+  <majorModelMode>DISTRIBUTED</majorModelMode>
+  <process>%aditoprj%/process/workflowLinkTracking_rest/process.js</process>
+  <publishAsWebservice v="false" />
+  <style>REST</style>
+  <alias>Data_alias</alias>
+  <variants>
+    <element>EXECUTABLE</element>
+  </variants>
+</process>