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 just open the Workflow in the Workflow Designer and click on "Migrate to Flow" button.

This will create a Flow and UI from the Workflow.

The Flow contains a UI and Document Generation nodes which will result on the same behaviour 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