Designing the Process Template 

Use

To be able to make use of the activities you created in the previous steps of the tutorial, you have to assemble them in a process template. You also need to configure the process flow, consolidate parameters and define process roles.

Prerequisites

·        You have the appropriate rights to work with GP design time.

More information: Authorizations

●      You have created the activities described in the previous three steps of the tutorial.

More information: Developing Your First Composite Form Process

Procedure

Creating the Process and the Main Process Block

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       1.      Navigate to GP design time and from the contextual navigation panel, choose Create Process.

       2.      From the Original Language dropdown box, select English and choose Create.

       3.      Provide the following basic data:

¡        Name – My First Composite Form Process

○       Description – Process for social benefits distribution

○       Folder – select the folder created for the tutorial, for example, My First Composite Form

       4.      Make sure that Block is selected from the Item dropdown box and choose (New).

       5.      In the Block Type Selection dialog box, select Sequential Block and choose Select.

       6.      Select the block and enter the following basic data for it:

¡        Name – My First Composite Form Block

○       Description – Block for social benefits distribution

       7.      Make sure that Action is selected from the Item dropdown box and choose (Insert).

Insert the actions in the following order:

                            a.      Generate and Send Form

                            b.      Approve Social Benefits

                            c.      Approval Notification

                            d.      Rejection Notification

Configuring the Process Flow

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       1.      In the design time of the process, expand the Approve Social Benefits  → Result States node:

                            a.      Select the Document approved result state.

                            b.      From the dropdown box in the Target column, select Approval Notification.

                            c.      Select the Document rejected result state.

                            d.      For its target, select Rejection Notification.

       2.      Expand the Approval Notification  → Result States node.

                            a.      Select The notification(s) have been successfully sent result state.

                            b.      From the dropdown box in the Target column, select Terminal.

       3.      Repeat step 2 for the Rejection Notification result state.

Consolidating Parameters

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       1.      Open the Parameters tab page of the block and make the following consolidations:

○       Group automatically the identical structures Interactive Form in actions Generate and Send Form and Approve Social Benefits.

Make sure that structures are grouped correctly. If some of the parameters have not been consolidated due to differences in technical names, group them manually.

○       Group parameters First Name and Last Name from Approval Notification, Rejection Notification and Generate and Send Form  → InteractiveFormFields  → Read User Info  → User Data.

○       Group the Recipient E-Mail Address parameters in Approval Notification and Rejection Notification with the E-Mail parameter in Generate and Send Form  → InteractiveFormFields  → Read User Info  → User Data.

On process level, make sure that parameter consolidation is consistent by choosing  (Adjust All).

For more details about parameter consolidation, see Consolidating Parameters.

       2.      Open the Parameters tab page of the process and disable the Exposed in Input indicator for all input parameters.

Configuring Roles

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       1.      Open the Roles tab page of the process and consolidate the existing roles.

                            a.      Set the role type of all standard roles (Administrator, Overseer, Owner) to Initiator.

                            b.      Consolidate the custom roles and set their role type to Initiation Defined, so that the approver and the employees can be selected at runtime.

You may only rename the role that is performed by the approver.

Processor Roles	Consolidate To	Role Type
Processor of Generate and Send Form	Employee	Initiation Defined
Processor of Approval Notification
Processor of Rejection Notification
Processor of Approve Social Benefits	Approver	Initiation Defined

       2.      Finally, choose  (Save All) and  (Activate).

Result

You can now initiate and test the process in GP runtime.

To start the process for more than one employee, you have to do the following:

                                                  i.       On the Edit Roles screen of the initiation wizard, enable Mass Initiation.

                                                ii.       From the dropdown box, select Employee.

                                               iii.       Select the Employee role from the list of roles below and add as many users as you need.