Get started with Marjory
Create your first process with this tutorial for beginners.
Marjory product allows you to automate your marketplace and manage efficiently your tools and services. With the process editor, you can create automated processes and include external tools and services (such as a payment solution, CMS or KYC) via a simple drag-and-drop.
Once your account has been created, you can find on the left menu bar two different entries : “My technical processes” and “My business processes” :
- Technical processes automate your platform with tasks and actions execution.
- Business processes display your project and its multiple processes. They are useful to scope a project, define a strategy and bridge the chasm from vision to execution.
In order to start a new projet, you need to define where you want to go and how you want to execute it. We recommend to organize workshops with functional and technical stakeholders first.
One of the advantage of process design through workflows is that anyone can understand them regardless their technical knowledge.
Go to “My business processes” entry and create your first process.
Multiple versions can be saved and a status can be attributed.
The objective of this first process is to send data collected from a form to a webhook.
Save it and pass its status from “draft” to “approved”.
We need to configure the webhook module to send collected data from the form.
Go to “My services” entry and click on “Add a service”. Select the API module related to your environment. In the screenshot below, we add the “Operator 1” module but the name of your module may be different.
Your first module is configured !
Now, let’s add a user to the “Seller” group. Later we will assign the form to the sellers only.
Go to the “My organization” entry and select your username (“demo” here) and join the “Seller” group.
Create your executable processes in “My technical processes”.
Those processes trigger automatically the chosen actions. You can configure tasks such as email sending or form creation. You can also execute actions from external services or from your information system.
A minimum of code lines are required but this tutorial is accessible for everyone. If you have a technical background, you can go further after this tutorial if you want.
Now we are going to create a user form to collect data from the user. Then a short script will receive the data to transfer to the webhook.
Create a first technical process and name it. Add a description and click on “Submit”.
Then, click on the "Edit" button of the new created process and you will be redirected to the process editor.
To create a first "Start" element, drag-and-drop the related node and name it with a double click.
Then, add a first task and configure it as a User Task.
Link the two elements.
First, the process data must be listed. Click in an empty space within the editor to display the configuration panel and select “Properties”.
Add two properties : “name” and “company”. Define their type as “String”, that means that the data will be saved as a text.
☝️ Be careful : make sure the spelling is completely identical including the use of upper and lower case characters and spaces.
Click on the “userForm” element to configure it. Then click on “Generate form” in the configuration panel on the right.
Add two fields : “name” and “company” with a drag-and-drop of the “Text Field” element.
Click on “+ Save form” located in the top right side of the form builder to save the form.
You can now add the userForm data.
In the configuration panel of the userForm element, click on “output”. Add the fields “name” and “company”.
Finally, assign the group who can fill your form. Write “Seller” with an “S” in uppercase.
Add a script to send the data to the webhook. Call it “customerDataCollection” for example.
Click again on the script and select the “Execution” entry.
Then copy the code below and paste it.
variableSignal = new io.marjory.workitem.marjory.model.SignalRequest();
variableSignal.resourceType = "data_collected";
variableSignal.data = name + " " + company;
This piece of code indicates the sending of the “name” and “company” elements.
It creates a function called “variableSignal” that we need to declare in the general configuration panel.
Go back to the general configuration panel with a click in an empty space and select “Properties”. Add a property called “variableSignal” and copy the following line for “Type” :
Now integrate the webhook in your process.
Add the signal “Throw Event” and call it “dataCollected”. Complete the signal name as “dataCollectedOK”.
Add a new input in the configuration panel of the event. Its name is “inputSignal” and the source is “variableSignal”. Fill the type with the following formula :
Finally, check that “External event” is well selected in the “Event” entry.
Finalize the process with an “End” element at the end of the workflow :
Your first technical process is done !
Before saving your workflow, execute it within a sandbox. Click on the “Run in sandbox” button at the bottom left of your screen.
Save your workflow and click on “Text” and “Deploy” :
Then, launch your instance :
In the “My instances” entry, you can find the executed process :
You can see the “userForm” element with a red border. It is waiting for the user data.
To fill the form, go to “My tasks” and you can find the form. Click on “Claim” and “View”.
Then, fill the form with your name and your company name and click on “Publish”.
Return to “My instances” and you can see your process in grey.
Select “Process Variable” to find the registered data.
And logs indicate each step executed.
Finally, you can see the transferred data in the webhook simulator. Look at the “raw content” part beside the “data” key.
Your first process works ✅