BPM with GeneXus Web - Security configuration and process monitoring

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The purpose of this article is to guide you in the assignation of different user roles and obtaining graphical information about the status of Business processes.

Disclaimer: To be able to perform what is described in this section regarding the assignment of different user roles, GXflow user licenses are required. It is shown for information purposes to indicate how to configure the assignment of roles to tasks and users.

For this simple example, only one profile is handled: The Agency's “Operator.” This profile is represented as a “Role” (Preferences > Workflow > Roles):


By double-clicking on “Roles,” a screen will open for you to enter a role. 

Press Enter and a line will open below Roles to add the Operator role:


The next step is to associate the Role with each one of the user's activities. To do so, select the Task and in its “Roles” property, click and associate as shown below: 



Repeat the process for AddCustomer, Reservation Availability and even the Start event. Lastly, save the changes (CTRL + S).

Once the role has been assigned, you will be able to test the application as it will be run in production. To do so, change the default execution mode – “Prototyper” – to “StandardClient.” In the Preferences section, click on Environment. In its properties of the “Workflow” group, change the default value of the “Execution Mode” property as shown below:


Run the diagram. Note that instead of opening the client for prototyping, a GXflow login page opens:


Log in as administrator to add the user that will be part of the system.


Select “Management Console > Users” as shown below:


A pop up window will appear to enter the user's data. Select the New option.



Associate the role corresponding to the user profile.


Once the role has been assigned, close the administrator session and log in with USER1.



Note that when entering the client, the following is displayed:

Name of the user who logged in.

  • Desktop on the left side. 
  • Permissions to create a process instance.


Enter a reservation and save the changes but don’t end the task (Send). Close the USER1 session to log in again as administrator (WFADMINISTRATOR).


Note: The administrator will be able to monitor the processes that have been run or are currently running (ProcessManager > Process).

Select the process and click on More Actions > History:


You will notice that the Reservation task is associated with the user “Charles Wilson” and indicates the task status, as well as the creation and completion date.


Statistics: They allow obtaining graphical information about the status of business processes. That is to say, find out the number of processes that were completed in a certain period of time, as well as those that were aborted or not completed on time, including the number of tasks completed per user, and the duration of those processes, tasks, etc.

To view the statistics, click on “Statistics” and you will find different categories to analyze; in this case, select “Process Analysis”:



Create another user and end the instance. Also, browse the main menu options and learn a bit more about the GXflow client.