Creating a Presentation

You have the basic process, and you have a place to put the data. Now you must provide an interface where the participants of the process can input or review this data when it reaches their activity. In ALBPM, the two main ways of doing this are to create a presentation, or to use JSP pages.

Both methods are used to create a web page or form which the participant will use to interact with the data. Presentations can be built quickly by Studio, while JSP pages can have a look and feel precisely defined by developers. Even if the process you are developing will use JSP when deployed, presentations are useful during process development.

You will start with the presentation for the user who submits the expense report. To define the SubmitReport presentation:

  1. In the Project Navigator, right-click on the ExpenseReport BPM Object (BPM Object icon 
				), and click New > Presentation (Presentation icon 
				). The Presentation Wizard appears.
  2. Enter SubmitReport in the Presentation field.
  3. The SubmitReport presentation will be based on the ExpenseReport BPM object. To select this, check the From Template checkbox. Do not check the BPM Preferences checkbox.
  4. Click Next. The Presentation Referenced Attributes page of the Presentation Wizard appears.
  5. In this dialog box you select the attributes which will be shown as fields in the presentation. Select the attributes shown in the table below, in the order shown.
    submittedBy
    submitDate
    description
    costCenter
    items[].description
    items[].date
    items[].amount
    total
    comments

    The fields will be placed in the presentation as they are ordered in the attribute list. You control this order either by adding each attribute in the desired sequence, or by selecting an attribute in the list and using the Up and Down buttons to place it in the proper position.

  6. Click Finish. The SubmitReport presentation is created, and a presentation editor is opened with it.
  7. Make sure the Properties window is open in Studio. It should be on the right side. If not, open it by clicking Window > Show View > Properties from the menu.
  8. In the presentation, select the text field in the Amount column. The properties for the text field appear in the Properties window. The Name property of the text field should be items_text2.
  9. Set the On Change Invoke property to Refresh(). This will insure that the Total value is recalculated every time an amount is entered or changed.
  10. Since the user should not enter a value for the Total, select the text field for the total value and set the Editable property to No simply by clicking on the property.
  11. Save your changes.
  12. You can preview what the presentation will look like. To do so, click on the HTML Preview (HTML Preview icon 
				) icon in the presentation editor.

    An HTML preview of the presentation is displayed in your browser, and should look like this:

  13. Close the presentation editor.

Note that Studio created the Description and Comments fields as multi-line text boxes automatically, due to the string length. The SubmitDate and Date fields are accompanied by a calendar tool, while the CostCenter field is a drop-down list. Finally, the Total, which you set to not-editable (in effect, read-only), is shown as a label rather than a text field.