Project workflows are computer-implemented workflows that, among other things, assist in the management of project proposals and portfolio analyses. Project workflows are typically created using a specialized project workflow design tool connected to a project server that stores and maintains project data.
It is with respect to this general field of technology that the present application is directed.
Embodiments for providing project workflow creation in a workflow design application are herein disclosed.
Project workflow creation is provided using a declarative or visual workflow design application. A connection between the workflow design application and a project server site is provided. The workflow design application may receive project parameters and implement the project workflow. The creation of a project workflow using a workflow design application connected to a project server site enables project workflow via a web application platform without relying on GUIDs to access objects within the project server site.
An embodiment includes a system for creating a project workflow in a web application platform using a workflow design application. The system includes a workflow design application capable of creating a workflow within a web application platform tool, further including: a user interface for displaying, and receiving selection of, at least one project server platform type available for selection; and a project mode module configured to retrieve at least one available customizable project workflow component from the project server via a project server application programming interface (API), wherein the user interface is configured to display the retrieved at least one customizable project workflow component, receive at least one customizable project workflow component selection, receive a customization selection for the selected customizable project workflow component, and receive a request to generate at least a portion of a project workflow based on the customization selection for the selected customizable project workflow component.
In another embodiment, a method for creating a project workflow in a workflow design application is disclosed. The method includes displaying a selectable project server platform type in a user interface of the workflow design application, wherein the at least one selectable project server platform type relates to a project server, and wherein the workflow design application is separate from the project server; upon receiving a selection of the project server platform type via the user interface, receiving at least one customizable project workflow component from an application programming interface (API) of the project server; displaying the at least one customizable project workflow component via the user interface; receiving a selection of at least one customizable project workflow component; receiving a customization selection for the selected customizable project workflow component; and generating at least a portion of a project workflow based on the customization selection for the selected customizable project workflow component.
In another embodiment, a computer-readable medium including executable instructions that, when executed by a processor, create a project workflow in a web application platform using a workflow design application is disclosed. The computer-readable medium including executable instructions that, when executed by a processor, provide project workflow creation, by displaying a selectable project server platform type among one or more non-project server platform types in a user interface of the workflow design application, wherein the at least one selectable project server platform type relates to a project server, and wherein the workflow design application is separate from the project server; upon receiving a selection of the project server platform type via the user interface, receiving at least one customizable project workflow component from an application programming interface (API) of the project server; displaying the at least one customizable project workflow component via the user interface; receiving a selection of at least one customizable project workflow component; receiving a customization selection for the selected customizable project workflow component; generating at least a portion of a project workflow based on the customization selection for the selected customizable project workflow component; and publishing the project workflow portion to a web application platform to allow manipulation of the project workflow portion within a web application platform.
This summary is provided to introduce a selection of concepts in a simplified form that are further described below in the detailed description. This summary is not intended to identify key features or essential features of the claimed subject matter, nor is it intended as an aid in determining the scope of the claimed subject matter.
Referring now to the drawings in which like reference numbers represent corresponding parts throughout:
Embodiments of the present invention provide project workflow creation using a declarative or visual workflow design application. A connection between the workflow design application and a server storing project data for one or more project workflows (hereinafter a “project server”) is provided. Using the workflow design application, a user may set and edit project parameters to implement the project workflow. The creation of a project workflow using a general purpose workflow design application connected to a project server site enables a user to create project workflows via a web application platform without relying on GUIDs to access objects within the project server.
Workflow design application 106 may be a component in the design infrastructure of the web application platform tool 102 that creates workflows, such as in this instance, project workflows. The workflow design application 106 may create one or more project workflow definitions, and may publish the one or more definitions to a project server 104. The project server 104 (or a separate application management service, such as Microsoft® AppFabric, may then enforce the project workflow definitions and execute project workflow actions. Workflow design application 106 may be a declarative workflow design application. A declarative workflow design application is an application that enables a user to design a workflow using text based or natural language sentences that express business process tasks performed by activities. To this end, the declarative workflow design application may be capable of generating visible user interface (UI) elements using a declarative markup language, such as Extensible Application Markup Language (XAML). The Extensible Application Markup Language is a declarative Extensible Markup Language—based language. A declarative markup language, such as XAML, enables a workflow where separate parties can work on the UI and the logic of an application. Workflow design application may alternatively be a visual workflow design application. For instance, a visual workflow design application such as Microsoft Visual Studio® may be utilized to create project workflows for shared services applications by creating project workflow activities and visually connecting the project workflow activities, for instance, either sequentially or via branches. In embodiments, the workflow design application 106 may include both visual design and declarative design capabilities.
Workflow design application 106 provides an initial user interface for creating project workflows. User interface may display at least one selectable project workflow platform type upon verifying a connection between the workflow design application and a project server. For example,
As stated above, workflow design application 106 may display the “Workflow—Project Server” platform type 206 upon verifying a connection between the web application platform tool 102(including the workflow design application 106), and the project server 104. For example, the following steps may occur in order to select a project server platform type. First, a connection validation script may run to ensure the project server 104 and the web application platform tool 102 are connected (e.g., able to communicate). A project server platform selection type menu 204 may then be displayed in the user interface 200. A project server platform type may be displayed as a selectable item among other, general purpose workflow platform types that are unrelated to projects or project servers (e.g., “Workflow Platform 1,” “Workflow Platform 2,” etc. in
When the workflow design application 106 recognizes that a user has begun the process of creating a project workflow with the workflow design application 106, for instance, by selection of a project server platform type 206, the project mode module 108 may be utilized to obtain project data from the project server 104 that is associated with the chosen project workflow platform type. For instance, when a user selects an available project server platform type 206, workflow design application 106 may retrieve from project server 104 (via project server API 116), and then display, one or more customizable project workflow components available for selection and modification. Project information, including data relating to the one or more customizable project workflow components, is retrieved from the project server 104 and received by the project mode module 108 to enable the workflow design application 106 to utilize the project data to create the project workflow. By making such information available to the workflow design application 106 through API 116, the project server 104 enables the user of a general-purpose workflow design application 106 to easily create project-related workflows using the same tools, and in a manner similar, to the way such user is accustomed to creating non-project workflows.
The workflow design application 106 may receive project data from a project server application programming interface (API) 116 capable of receiving project data requests from the project mode module 108, retrieving such data, and transferring the requested project data to the project mode module 108. The project server API 116 may be integrated into project server 104 to receive requests for project data and transfer project data to the project mode module 108.
The project server API 116 may be an interface for receiving requests for operations associated with one or more projects hosted on the project server 104. A project server API call may be sent by the project mode module 108 to request project workflow data. A project server API call may be a request to transfer project data from the project server 104 to the workflow design application 106. In conjunction with transferring project data to the workflow design application 106 in response to a project server API call, a determination may be made of at least one stored procedure associated with the project server API call. Stored procedures may include transferring one or more of project action information, a project stage information or project field information. The determined at least one stored procedure is validated, and the project server API 116 may then cause the determined stored procedure to be performed by the project server 104.
Using the project server API 116, project data may be retrieved from the project server 104. Project server 104 may include a project database 124 providing a data store for project data for one or more projects hosted on project server 104. The project server API 116 may be operably connected to the project database 124, and may obtain requested project data from the project database 124. Examples of project data include project action data, project stage data and project field information. For instance, project data may include data describing project tasks, project resources, project task assignments, project schedule, project costs, etc. Other examples of project data are possible. Project database 124 may also store definitions of project phases and project stages. Project database 124 may be incorporated into the project server 104, or may stand alone and be operably connected to the project server 104.
As stated previously, the project server API 116 is called by the workflow design application 106 to obtain project data from the project server. Project data may be provided to the web application platform tool 102 using, for instance, a XAML file for incorporation into the project workflow created via the workflow design application 106. In embodiments, the project data is then stored in the project mode module 108 of the workflow design application 106. Project mode module 108 may include one or more modules for retrieving and manipulating customizable project workflow components. Project mode module 108 provides a way for general-purpose workflow design application 106 to obtain the necessary project data stored in project server 104 to create project workflows therefrom. Project mode module 108 may include, for example, a project actions module 110, a project stage module 112, a project data lookup module 114, and other such interactive modules for retrieving and interacting with project data from the project server 104. Project data from the project server 104 may be received by to the project mode module 108 for use in creating a project workflow using the workflow design application 106.
To accomplish project workflow creation, project data may be added to one or more user interfaces of the workflow design application 106 for specifying one or more customizable project workflow components including project-related workflow actions, stages, parameters or variables. Customizable project workflow components may include readable constructs such as project action data 118, project stage data 120 and project field data 122. Such customizable project workflow components are not otherwise available in the general-purpose workflow design application, and the project mode module 108, in conjunction with project server API 116, permits such components to be accessible and usable through user interfaces presented by the workflow design application 106.
Project action data 118 may refer to data relating to one or more project actions available for execution within the project workflow. Project actions may be one or more project-related tasks requiring completion. Project stage data 120 refers to data relating to one or more distinct project objects that can be placed within the project workflow. A project stage may include a collection of project activities linked by common logic or theme.
Project stage data 120 may be requested, received by and stored in the project stages module 112.
In embodiments, project stages may be selected and/or modified using sentence or visual based workflow logic.
Project action data 118 may be requested, received by and stored in the project actions module 110.
Project field data 122 including one or more project workflow parameters and one or more project workflow variables may be requested, received by and stored in the project data lookup module 114. Project field data 122 may not require GUID verification prior to being received by the project mode module 108 of the workflow design application 106. Rather, the project data lookup module 114 may be utilized to obtain project field data from project server 104 (through project server API 116). In one embodiment, one or more parameters or variables of a project workflow may be called from the project server by the project data lookup module 114. Project data lookup module 114 may receive the one or more called parameters or variables from one or more data sources, including the project database 124, or a list, library, or existing workflow located on the project server 104. Project data lookup module 114 may employ data binding, wherein data across two or more data sources in a database, such as project database 124 are linked. Project data lookup module 114 may receive project data from the project server at initialization or runtime of the new project workflow, and may utilize the project data to perform one or more project workflow activities.
As stated previously, project data lookup module 114 may be utilized instead of requiring project data GUIDs to be determined prior to obtaining project field data 122 from the project server 104. Specifically, project data lookup module 114 may replace the use of GUIDs when fetching project objects such as actions, stages, or other project data for creation of the project workflow. Project data lookup module may display a project data lookup user interface 600 for receiving user selections of project data to retrieve while designing a workflow.
Project workflow may be created based on user selections of retrieved parameters and variables for one or more project actions and/or project stages. A project workflow may then be created in the workflow design application 106 based on the project data received from the project server 104. Specifically, upon receiving selections for one or more standard and/or project-specific workflow stages and actions, and receiving project field data selections (e.g., selections for one or more project workflow parameters, and one or more project workflow variables), workflow design application 106 may generate a project workflow. Selected parameters and variables may be set in a XAML file associated with the project workflow using the workflow design application 106. The project workflow may then be published to a web application platform. To this end, the XAML file may be formatted for executing the project workflow in the web application platform to allow manipulation of the project workflow within the web application platform. In addition, portions of a project workflow may be assigned a name and saved in a template project workflow database as a project workflow stage.
In some embodiments, a project workflow visualization for a project workflow may be generated.
Customizable project workflow components may include one or more project server workflow items that may be added to a user interface for specifying workflow actions and stages. Method 800 may include storing and displaying customizable project workflow component data such as project action data, project stage data, and project field data in a project mode module of a workflow design application. Method 800 may store project action data in a project actions module of the project mode module. Method 800 may also store project stage data in a project stage module of the project mode module. Method 800 may store project field data in a project data lookup module of the project mode module. Method 800 may also utilize project data lookup module to request project field data. In one embodiment, method 800 may transmit a request to receive one or more parameters or variables of a project workflow from the project server via the project data lookup module and the project server API.
Method 800 may utilize a project data lookup module instead of requiring project data GUIDs to be determined prior to obtaining project field information from the project server. Project data may be received by the workflow design application as one or more a XAML files for incorporation into the project workflow created via the workflow design application. The project data may then be accessed in the web application platform tool by a workflow design application, and desired parameters may be set in the XAML file associated with the project workflow using the workflow design application. Method 800 may publish the project workflow to a web application platform to allow manipulation of the project workflow within the web application platform. Method may format the XAML file to enable execution of the project workflow in the web application platform and allow manipulation of the project workflow within the web application platform.
The embodiments and functionalities described herein may operate via a multitude of computing systems, including wired and wireless computing systems, mobile computing systems (e.g., mobile telephones, tablet or slate type computers, laptop computers, etc.). In addition, the embodiments and functionalities described herein may operate over distributed systems, where application functionality, memory, data storage and retrieval and various processing functions may be operated remotely from each other over a distributed computing network, such as the Internet or an intranet. User interfaces and information of various types may be displayed via on-board computing device displays or via remote display units associated with one or more computing devices. For example user interfaces and information of various types may be displayed and interacted with on a wall surface onto which user interfaces and information of various types are projected. Interaction with the multitude of computing systems with which embodiments may be practiced include, keystroke entry, touch screen entry, voice or other audio entry, gesture entry where an associated computing device is equipped with detection (e.g., camera) functionality for capturing and interpreting user gestures for controlling the functionality of the computing device, and the like.
Computing device 1000 may have additional features or functionality. For example, computing device 1000 may also include additional data storage devices (removable and/or non-removable) such as, for example, magnetic disks, optical disks, or tape. Such additional storage is illustrated in
As stated above, a number of program modules and data files may be stored in system memory 1004, including operating system 1005. While executing on processing unit 1002, programming modules 1006, such as the project workflow module 1020, may perform processes including, for example, one or more of the processes described above with reference to
Generally, consistent with embodiments, program modules may include routines, programs, components, data structures, and other types of structures that may perform particular tasks or that may implement particular abstract data types. Moreover, embodiments may be practiced with other computer system configurations, including hand-held devices, multiprocessor systems, microprocessor-based or programmable consumer electronics, minicomputers, mainframe computers, and the like. Embodiments may also be practiced in distributed computing environments where tasks are performed by remote processing devices that are linked through a communications network. In a distributed computing environment, program modules may be located in both local and remote memory storage devices.
Furthermore, embodiments may be practiced in an electrical circuit comprising discrete electronic elements, packaged or integrated electronic chips containing logic gates, a circuit utilizing a microprocessor, or on a single chip containing electronic elements or microprocessors. For example, embodiments may be practiced via a system-on-a-chip (SOC) where each or many of the components illustrated in
Embodiments, for example, may be implemented as a computer process (method), a computing system, or as an article of manufacture, such as a computer program product or computer-readable storage medium. The computer program product may be a computer-readable storage medium readable by a computer system and encoding a computer program of instructions for executing a computer process.
The term computer-readable storage medium as used herein may include computer storage media. Computer storage media may include volatile and nonvolatile, removable and non-removable media implemented in any method or technology for storage of information, such as computer-readable instructions, data structures, program modules, or other data. System memory 1004, removable storage 1009, and non-removable storage 1010 are all computer storage media examples (i.e., memory storage.) Computer storage media may include, but is not limited to, RAM, ROM, electrically erasable read-only memory (EEPROM), flash memory or other memory technology, CD-ROM, digital versatile disks (DVD) or other optical storage, magnetic cassettes, magnetic tape, magnetic disk storage or other magnetic storage devices, or any other medium which can be used to store information and which can be accessed by computing device 1000. Any such computer storage media may be part of device 1000. Computing device 1000 may also have input device(s) 1012 such as a keyboard, a mouse, a pen, a sound input device, a touch input device, etc. Output device(s) such as a display, speakers, a printer, etc. may also be included. The aforementioned devices are examples and others may be used.
Communication media may be embodied by computer-readable instructions, data structures, program modules, or other data in a modulated data signal, such as a carrier wave or other transport mechanism, and includes any information delivery media. The term “modulated data signal” may describe a signal that has one or more characteristics set or changed in such a manner as to encode information in the signal. By way of example, and not limitation, communication media may include wired media such as a wired network or direct-wired connection, and wireless media such as acoustic, radio frequency (RF), infrared, and other wireless media.
Embodiments herein may be used in connection with mobile computing devices alone or in combination with any number of computer systems, such as in desktop environments, laptop or notebook computer systems, multiprocessor systems, micro-processor based or programmable consumer electronics, network PCs, mini computers, main frame computers and the like. Embodiments may also be practiced in distributed computing environments where tasks are performed by remote processing devices that are linked through a communications network in a distributed computing environment; programs may be located in both local and remote memory storage devices. To summarize, any computer system having a plurality of environment sensors, a plurality of output elements to provide notifications to a user and a plurality of notification event types may incorporate embodiments.
Embodiments, for example, are described above with reference to block diagrams and/or operational illustrations of methods, systems, and computer program products according to embodiments. The functions/acts noted in the blocks may occur out of the order as shown in any flowchart or described herein with reference to
While certain embodiments have been described, other embodiments may exist. Furthermore, although embodiments have been described as being associated with data stored in memory and other storage mediums, data can also be stored on or read from other types of computer-readable storage media, such as secondary storage devices, like hard disks, floppy disks, a CD-ROM, or other forms of RAM or ROM. Further, the disclosed processes may be modified in any manner, including by reordering and/or inserting or deleting a step or process, without departing from the embodiments.
It will be apparent to those skilled in the art that various modifications or variations may be made to embodiments without departing from the scope or spirit. Other embodiments are apparent to those skilled in the art from consideration of the specification and practice of the embodiments disclosed herein.
The present application incorporates by reference in their entirety, Application Attorney Docket No. 14917.1903US01/333726.01, U.S. patent application Ser. No. 13/316,108, entitled INTEGRATED WORKFLOW VISUALIZATION AND EDITING, filed Dec. 9, 2011, and Application Docket Number 14917.1965USI1/334166.01, U.S. patent application Ser. No. 13/316,112, entitled STAGE AND STAGE VIEW WITHIN A WORKFLOW, filed Dec. 9, 2011, which are incorporated by reference in their entirety.