Configuring Process Instantiation

At design time, you can configure process instantiation parameters that define how many process instances may be created at runtime. In addition, you can choose to start the process automatically, and generate a URL that you can use to start the process.

1. Open the gallery and select a process template. To open its design time, choose Open.
2. To switch to edit mode, choose (Edit).
3. Open the Instantiation tab page.
4. Optional: Configure the allowed process instance number by selecting one of the following:
   • Multiple instances are permitted- at runtime, you can start multiple processes from the same template simultaneously; this option is enabled by default
   • A single running instance is permitted for each user- if a user has initiated a process from this template, he or she cannot start another instance before the first process is completed
   • A single instance is permitted- each user can only start a process once from this process template
5. Optional: Enable automatic process startup by setting the Process is started automatically indicator.
   Tip

   You can choose to start the process automatically also when you generate an instantiation URL.

6. Optional: Generate a URL to start the process.
   1. Activate the process, as described in Activating Guided Procedures Content .
   2. On the Instantiation tab page, you can enable the following options:
      • Include Default Parameters- if you have defined default values for any of the process input parameters, these are included in the URL
      • Automatically Start the Process- if default values are provided for the input parameters, and users are assigned to all process roles, the process is automatically started
   3. Choose Generate Instantiate URL.
   4. If the process does not start automatically, you can start it by choosing Open Instantiate Application.
7. Choose (Save).