Creating a Simple Process 

Use

The design time of Guided Procedures (GP) provides a wizard for creating simple processes – that is, processes that consist of a single phase. The wizard guides you through the procedure of creating the process template and the block that represents the phase of the process, configuring the input and output context, the role assignments, and so on.

Prerequisites

You must have the required permissions to create objects in the gallery.

Procedure

...

       1.      Launch the GP design time and open the gallery.

       2.      Choose Create Simple Process from the contextual navigation panel.

A welcome screen opens.

       3.      Choose Next.

In step Basic Data fill in the required fields as follows:

¡        Process Name – for example, My First Process

¡        Process Description – enter a brief description for the process

¡        Block Name – for example, Application

¡        Block Description – enter a brief description for the block

¡        Original Language – for example, English

¡        Block type – select Sequential

¡        Location – choose a folder for the process template and for the block; for example, My First Process

       4.      Choose Next.

To add the items that build the process, choose Insert…. Make sure that the option Use existing template(s) is selected and choose Select. Browse the gallery to find your items, and confirm your selection. Repeat the procedure for all items that you want to add.

Insert the actions in the order, in which you want them to be executed – for example:

                            a.      Display Start Page

                            b.      Enter Data

                            c.      Approve or Reject

       5.      Choose Next.

In step Consolidate Parameters you must group the parameters, so that the output of the second action is automatically entered as an input for the third action.

To group the parameters, select those that you want to include in a single group and choose Map. In the Map Parameters To dialog box, enter a name for the group and choose Save.

In the example, the following parameters are consolidated:

¡        First Name – the group includes the output parameter First Name from action Enter Data, and the input parameter First Name from action Approve or Reject

¡        Last Name – the group includes the output parameter Last Name from action Enter Data, and the input parameter Last Name from action Approve or Reject

¡        Education – the group includes the output parameter Education from action Enter Data, and the input parameter Education from action Approve or Reject

¡        Languages – the group includes the output parameter Languages from action Enter Data, and the input parameter Languages from action Approve or Reject

       6.      Choose Next.

In step Consolidate Roles, you can group the available process roles. To do it, select the roles that you want to consolidate, enter a name for the group in field Consolidate To, and choose Go.

For example, if the first two actions are to be completed by the same person, you can group them into a single role Applicant. You can also create role HR Manager for the processor of the third action.

       7.      Choose Next.

In the last step, you can choose to activate the process template and the block that have been created.

To be able to activate them, you must have activated the actions that you have added to the process template.

       8.      Choose to activate the objects and then choose Finish.

Result

You can now initiate the process to see how it works.