微软CRM工作流模型分析.docVIP

微软工作流模型分析 1．过程模板 “过程模板”定义一个完整的过程，包含：步骤、动作、规则、条件、下一步的链接几个层次要素： 一个过程（Process）由多个步骤（Step）构成; 一个步骤（Step）由一组动作（Action）与一组规则（Rule）构成； 一个规则（Rule）由一组条件（Condition）与一个链接（a link to a next step）构成 一个条件（Condition）由一组“层级”参数（parameters）计算出布尔值 说明：当一个过程被激活，该过程的一个克隆将被创建。过程的实例将在这个克隆版本上运行。这样，即使原来的过程被删除或修改，也不会影响过程的实例。过程实例将基于克隆版本的GUID运行。 名词解释 Definition of Terms A workflow process is a group of interrelated steps, or actions, and the rules that drive the transition between these steps. This is an encapsulation of an entire business policy or business process. A workflow process may include e-mail, updating objects and other actions. A process template is a blueprint of a process, which is used to create new processes. A process instance is a running instance of a process. A process is instantiated either by a system event on its associated object or manually by a user or caller. An automatic process is a process that is automatically triggered by some event. A manual process is a process that is manually executed by a user. A step is a container of actions and rules. An action is an operation that the workflow system performs after navigating to a step. Some examples are: Create a task, send an e-mail, or change the parent object. A condition is a parameter to be evaluated to either true or false. A rule is a collection of conditions and a single transition. “过程、步骤、动作、规则、条件、链接”之间的关系如下图所示： 一个完整的过程 一个完整的步骤 一个步骤的两个规则 2．动作类型： Send Email：This action sends an e-mail. Email Template：This action sends an email using a template. Create Activity：This action creates an activity Create Incident：This action creates an incident. Create an Attachment for Activity：This action creates an attachment for an activity Handle Activity：This action handles an activity. Handle Incident：This action handles an incident Create Note：This action creates a note. Note Attachment：This action creates a note attachment. Assign New Owner：This action assigns an object to the specified security principal Route：This action ro