John,

Regarding my question about assigning a user to a step, is something like 
this possible today?

```ruby
  Ruote.define do
    prepare_doc :assigned_to => 'mary'
    advise_on_doc :assigned_to => 'joe'
    approve_reject :assigned_to => 'lauren'
  end
```

We'd like to be able to define arbitrary key/value pairs on a participant 
within a process definition, and then be able to access this meta data when 
a process instance is launched (both from within the participant 
implementation, as well as from the outside by querying the process 
instance).

We can think of some other uses for defining meta-data/configuration on 
participants as part of the process definition, so hopefully this is 
supported or wouldn't be difficult to add.

Thanks,
Denis

On Wednesday, June 19, 2013 11:28:08 PM UTC-5, John Mettraux wrote:
>
>
> > On 13-06-19 04:56 PM, [email protected] <javascript:> wrote: 
> > > Hi, 
> > > 
> > > We are currently evaluating ruote against a set of requirements we 
> > > came up with that a prospective workflow engine solution must meet. 
> > > So far ruote is stacking up pretty well against our requirements, but 
> > > we have a few requirements that I am trying to figure out how we would 
> > > satisfy them either using ruote out-of-the-box, or via some code we 
> > > write that sits on top/alongside of ruote. 
> > > 
> > > Can ruote do the following things, and if so, how? 
> > > 
> > > (...) 
> > > 
> > > 2. Ability to assign a step in a process to a user, and to be able to 
> > > show the user the steps assigned to him that currently require action 
> > > on his part (i.e. steps in running processes that are waiting for a 
> > > reply to continue). 
> > 
> On Wed, Jun 19, 2013 at 05:11:51PM -0400, Danny Fullerton wrote: 
> > 
> > 2. Yes but I'll leave this to John. 
>
> Look at the StoreParticipant. The simplest way to do it is to decide that 
> participant_name == user_name and do things like: 
>
> ```ruby 
>   Ruote.define do 
>     alice :task => 'prepare doc' 
>     bob :task => 'advise on doc' 
>     charly :task => 'approve / reject' 
>   end 
> ``` 
>
> Another technique is to use role names as participant names: 
>
> ```ruby 
>   Ruote.define do 
>     writer 
>     adviser 
>     supervisor 
>   end 
> ``` 
>
> Yet another technique is to use department names ... 
>
> I hope you get the trick. 
>
>
> > > 3. Ability to query for completed process instances (e.g. get a list 
> > > of all the processes that ran between 6/1/2013 and 6/15/2013). 
> > 
> > 3. The moment a process is completed it gets erased. I believe the Audit 
> > Trail observer I'm working on (or your own implementation) should be 
> > able to answer this. Basically, once completed, the entire process tree 
> > and applied workitems gets saved iin an archive. 
>
> Archival / history is left to you. Out of the box, ruote has a some kind 
> of 
> history component: 
>
>   
> https://github.com/jmettraux/ruote/blob/2048bc6ad7/test/functional/ft_36_storage_history.rb
>  
>   
> https://github.com/jmettraux/ruote/blob/2048bc6ad7/test/functional/ft_37_default_history.rb
>  
>
> > > 4. Ability to query for the execution history of a process instance 
> > > (i.e. be able to see what part of a process has been executed and 
> > > where the process is currently at). 
> > 
> > 4. Yes, you should take a look at Ruote-kit which shows the current 
> > position of a process. 
>
> Combining the history above or Danny's AuditTrail plus the 
> Ruote::Dashboard 
> ProcessStatus (used by ruote-kit) will give you that. 
>
>
> > > 5. Ability to tag process instances and search/query based on those 
> tags. 
> > 
> > 5. I'll leave this to John. 
>
> It's possible, but not out of the box. It might be not very efficient. 
>
>
> Best regards, 
>
> -- 
> John Mettraux   -   http://lambda.io/jmettraux 
>
>

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