Business Processes

Business Processes

Business Processes Page

The “Business Processes” page contains two parts: a header and the list of all existing business processes.

The header above the list of processes includes three fields that allow the process list to be filtered by category or search text of names or descriptions. There is also a “+” button to create a new business process.

The list of all processes displays the “Process Name”, “Process Description”, “Category” and “Data” for the business processes. A “Process Home” button is also displayed which will forward the user to the “Business Process Home” page.

Business Process Home Page

The “Business Process Home” page contains four parts: the Header, Forms, Data and Email Templates.

“Business Process Home” page

The header displays the “Process Name”, “Process Description” and “Process Status”. If the process is checked out the “Process Status” will state what user has the process checked out and under which project. If the process is not checked out a “Ready for Checkout” button will be displayed which will allow the user to checkout the process themselves.

Next in the header, there are two icons for “Usage Editor” and “Workflow”. The “Usage Editor” icon will open a widget where the user can write notes annotating the usage and purpose of the process.

The “Workflow” icon is used to open the “Workflow Canvas” where the steps of the Business Process are visually displayed.

The “Business Process Home” page also has sections to hold the “Forms”, “Data”, and “Email Templates” used in the business process as well.

Workflow Canvas

The “Workflow” icon found in the header of the “Business Process Home” page will forward the user to the Workflow Canvas.

The “Workflow” icon as seen on the “Business Process Home” page

The Workflow is the backbone of the business process. It defines the logic steps in the process as well as what occurs at each step, whether that be a form, logic, or submitting to JDE.

Each Workflow is created by a series of “Statuses”. Each step in the workflow process is represented by a Status. The types of status determine what occurs at that step in the workflow. The Status types include: Create Request, Form, Logic, MultiTask, and Validation.

The status types are listed on the left hand side of the canvas and can be dragged and dropped onto the canvas to configure the workflow. Each status will have its own “Exits” which create paths that allow the user to connect the statuses together.

The “Workflow Canvas” for the NewVendorRequest Business Process

Further details explaining the workflow and how to build one can be found in our Business Process User Guide.

Form Designer

The “Form” is the interface that is presented to front end users where they can provide details to complete the request.

The forms for the Business Process are displayed on the “Business Process Home” page under the “Forms” header.

The “Forms” on the NewVendorRequest “Business Process Home” page

Each Form has two buttons: “Designer” and “Usage Editor”.

The “Usage Editor” button opens a window where the user can write notes regarding the purpose and use of the form, to be referenced later themselves or by any other user.

The “Designer” button will open the “Form Designer” page where the form can be configured.

The “Form Designer” for the “RequestNewVendor” form

In the Form Designer, groups and subgroups will be created to hold property fields that will be used to fill out the forms. The green “+” button is used to create a new group, and the properties can be dragged in from the left side menu to create a field on the form.

Further details on the use and creation of forms can be found in the Business Process User Guide.