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Old World to New World migration#

What is Old World?#

By Old World(OW) we mean Workflows, Jobs, Tasks, Reports, Issues, News, Dashboards, Inventory.

What is New World?#

By New World(NW) we mean Flows, UIs, Tasks, Templates, Bots, Runs.

Why did we implement the New World?#

We had to implement a new way to handle customer requirements.

The NW is far more capable and powerful than OW.

Workflows#

In order to migrate a Workflow, open the Workflow in the Workflow Designer and click the "Migrate to Flow" button.

This will create a Flow and UI from the Workflow.

The Flow contains UI and Document Generation nodes, which will result in the same behavior as starting a Workflow: a Report/Document will be created with the user entries from the UI.

Jobs#

In order to migrate Jobs you need to create a Business Model called Job and add a few properties like:

  • Title: Text
  • Created At: Timestamp
  • Completed At: Timestamp
  • Can be started at: Timestamp
  • Should be completed before: Timestamp
  • Status: Status - Open, In Progress, Done
  • Responsible: User Selection
  • Created by: User Selection
  • Flow: Flow
  • Run ID: Text

Add 2 Actions for this Model:#

Start - will be used to start the Job

  • Action type: Start Flow
  • Flow: Select the property Flow
  • Conditions: This action should be shown only when the Status is Open and there is no Run ID

Resume - will be used to resume the Job

  • Action type: Internal Link
  • URL: /flows/client?runId=property_{id}, where {id} should be replaced with ID of the Run ID Property
  • Conditions: This action should be shown only when the Status is In Progress and there is a Run ID

The Flows which you will use for the Flow property can have different UIs and nodes but in general they will look like this:

1.Business Object Get => 2.UI => 3.Document Generation => 4.Business Object Update

This is the simplest case - a User fills UI and Document is created

1 is used to get the Job Object, 2 is used to show UI to the user, 3 is used to show UI to the user, 4 is used to change the Status of the Job from In Progress to Done and set some properties like "Completed at"

1.Business Object Get => 2.UI => 3.Business Object Update => 4.Document Generation => 5.Email

In this case somebody received an Email notification that a Job has been completed

1.Business Object Get => 2.UI => 3.Business Object Update => 4. UI Loop => 5. Business Object Create

4 and 5 are used to create Business Objects of type Issue, these objects can later be used to create new Jobs

Reports#

Reports are just Documents in NW.

Business Models#

  • Scan: "Can have Barcode/QR code/NFC tag" should be replaced with "Scan" property
  • Status: "Has status indicator" should be replaced with "Status" property
  • Map: "Can be displayed on map" should be replaced with "Location" property
  • Resource: "Is a resource" should be replaced with "Number" property

Dashboards#

In order to migrate Dashboards you need to create a Business Model for your Jobs.

After that just create View/s with desired type/s Table, Chart, Status...

Inventory#

In order to migrate Inventory just create 3 Business Models Article, Account and Transaction:

Article:

  • Name: Text
  • Image (optional): Image
  • Progress (optional): Progress
  • Transactions: One-To-Many

Account:

  • Name: Text
  • Transactions: One-To-Many

Transaction: Quantity: Number Type: Selection - Add, Remove, Relocate From Account: Many-To-One To Account: Many-To-One

Timeline#

In order to migrate Timeline just create a Business Model called Timeline and add a few properties like:

  • Name: Text
  • Start: Timestamp
  • End: Timestamp

Then create a View of type Timeline and give view access to users on the platform to this View.

Issues#

In order to migrate Issues just create a Business Model called Issue and add a few properties like:

  • Status: Status - Open, In Progress, Done
  • Description: Long Text
  • Responsible: User Selection
  • Created At: Timestamp
  • Completed At: Timestamp

Then create a View of type Table, Status or Chart and give view access to users on the platform to this View.

News#

In order to migrate News just create a Business Model called News and add a few properties like:

  • Title: Text
  • Body: Long Text
  • Created At: Timestamp
  • Picture: Image

Then create a View of type Table or Gallery and give view access to all users on the platform to this View.

If you have a question about migrating please create a ticket in the Support Portal or send us an email at support@mobile2b.com