Camunda extensions

23/12/2020

Last updated: 18.02.2021 03:49

Open source solutions are great. You can immediately and for free benefit from such solution. It is a common way to test new ideas, verify proof of concepts and prepare the input for business cases of larger projects.

The moment you decide to roll out the solution in a larger scale it happens, that you are missing some crucial functionalities. You have two options to continue your journey. Either you switch to a paid version of the solution, where a wide set of features is available or you start building functionalities you need.

While working with our customers on process automation and digitalization with the use of Camunda workflow engine, we have faced this challenge several times. We noticed, that not every business domain or customer needs to have all the paid features at once. Some of them, due to process specificity will never be needed.

In that case it is a good idea to enrich your open source Camunda installation with custom plugins or extensions. Thanks to openness of Camunda architecture, there are different options possible. With plugins you can add extra features to existing web application of Cockpit or Task list. You can also get a stand alone application, that integrates with your Camunda and provides extra features. There are different pros and cons for each of the approach, but the most important is, that both can be added to all open source installations.

I’d like to present you the list of plugins and extensions, that we’ve built so far. I invite you to inspire us and share what is crucial to your business. Is there something that we didn’t do so far?

 

We have grouped the features regarding the potential beneficiary: process administrator, operational users and managers.

Process administration Camunda extensions

Migrate process instance to newer version of process definition

You can define the logic of how process steps should be mapped to new process definition, select the process instances and migrate them in mass to new version of the process.

Use case: often changes in the business logic and the need to apply new rules to not yet completed process instances.
Select process versions to migrate
Select process versions to migrate
Select process instances to migrate 2
Select process instances to migrate 2
Confirm migration
Confirm migration
Migration details
Migration details

Features: 

Replace assignee of open task in mass

You can search for manual task with adcanced filters, that are not yet executed and change the assignee for all or selected tasks.

Use case: processes with high volume of user tasks, that require immediate action and you have to react to unplanned absence.
Filter and select user tasks
Filter and select user tasks
Choose the new assignee
Choose the new assignee
Confirm the assignee change
Confirm the assignee change
Consult the details of assignee change batch process
Consult the details of assignee change batch process
Cosult the list of all change assignee batch processes
Cosult the list of all change assignee batch processes

Features:

Move process instance to another step

You can search for process instances with advanced filters and force them to move to another process step in the process or cancel the instance.

Use case: clean up of unfinished or frozen process instances
Select process instances for modification
Select process instances for modification
Select the target state
Select the target state
Confirm the execution
Confirm the execution

Consult the audit log

You can search for all process instances and consult it’s details. You get an overview of the process definition, process steps executed in a timeline (dates and duration) as well as the list of all user tasks

Use case: investigate specific process instance in details
Search process instances
Search process instances
Consult the audit log of process instance
Consult the audit log of process instance

Features:

 

Consult the details of incidents and retry

You can search for incidents and consult their details. You can schedule to retry the process instances.

Use case: in case of unexpected and not foresaw failure, you can rerun the processes.

 

Search for process with incidents
Search for process with incidents
Schedule to retry
Schedule to retry

Features:

 

Operational improvements Camunda extensions

Process definition and process instance history view

You can check, how your process definition has changed over time. You can also see in a visual way, how certain process instances were executed. A line is drawn, that connects all involved process steps in an order. You can consult all the attributes handled in the process and its values.

Use case: 
Discover and analyse what happened in processes that contain many alternatives and consist of many process steps.<
Discover and analyse how the process definition has changed and what are the current volumes of process instances.<
Process definition history
Process definition history

 

Features:

Process instance history
Process instance history

 

Process instance graphical timeline (Task list plugin)
Process instance graphical timeline (Task list plugin)

Search processes using business parameters and consult the details (Task list plugin)

You can search for all active and historical process instances using the attributes, that were captured during the process execution. You get the details within your task list.

Use case:
Customer service.
Fast lookup of the relevant case.
Consult and analyse the details of process instance.
Process instance search
Process instance search

Features: 

Process instance search result
Process instance search result

 

Process instance details – business attributes
Process instance details – business attributes

 

Overview of all process step execution details (Task list plugin)

You can see in a chronological order when certain step was started and finished (duration is immediately presented). You can also see the details of the executed actions and who did it.

Use case: to get a quick view on the history of an instance in a complex process.
Process instance details – timeline
Process instance details – timeline

 

Features:

Management and analysis Camunda extensions

Consult the process version changes

You can select the process definition and the two processes version to be compared: as a source version and target version. You get the visualisation of both process version and the differences between them.

Use Case: to see and analyse the areas of process with most frequent changes.
Visual version comparison
Visual version comparison

 

Data analytics and visualization

You can build reports that will give you the insight into your processes from different perspectives:

 

Sales funnel view

You can associate process step with your custom sales funnel stage. Based on this definition you can present different funnels for different processes.

For one process you can compare the funnels in different time frames or based on different business parameters.

 

Funnel extension - blurred for anonymization
Funnel extension – blurred for anonymization

Custom Camunda extension tailored to your needs!

These are just some of the extensions we have made. If you have a custom need to extend the functionality of Camundy with new possibilities, be sure to contact us.

Author: Piotr Mazur

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