Using the Process Recorder to Create a Form Request

  1. On the EnterpriseOne home page, click the user drop-down menu in the upper right corner and select Record a Process.

  2. In the Process Recorder pop-up box, click Start to start the recording.

  3. (Release 9.2.6) Enable the Stop on Warning option if you want the processing to stop if the invoked EnterpriseOne form generates a "Warning" message. Keep this option disabled if you want processing to continue after a warning message. By leaving this option disabled, you can avoid recording the second press of the OK button when a warning is encountered during the recording.

  4. Access the first application from the carousel, Favorites, a link on an EnterpriseOne page, or Fast Path.

    EnterpriseOne highlights the application title bar and application tab in the carousel (if enabled) of the application that is being recorded.

  5. Perform each of the steps to complete the business process or transaction that you want the form request to perform.

    When you enter a value in a field and click on control, the Process Recorder automatically records the field name as an input and the data that you enter as a default value. Later, you can change the name of the input and delete or change the default value by editing the form request in Orchestrator Studio.

    Important: If you return to the EnterpriseOne home page or try launching a separate application from the Carousel while recording, the Process Recorder pauses the recording and will not record those steps. To resume the recording, click the Paused button and the Process Recorder will resume recording, returning you to the point in the process in which you initially paused the recording.
  6. If you want the form request to return values from the form that you are on:

    1. Click Return Values.

    2. Click the controls and columns that contain values you want returned. If you add a control or column by mistake, click it again to remove it from the list.

    3. Click Resume to continue recording the next steps in the process.

      When you access the last form in the process and want the form request to return values from all controls and columns on the last form, leave the Return Controls and Return Columns field blank.

  7. If you want to record the assertion values in the Process Recorder, enable the Capture Assertions option.(Release 9.2.5)

    1. Click Return Values.

    2. Enter value for the control and then click on controls in the form that you want returned for the controls. You can see that the values are recorded in the Value field of the Return Controls section. If you add a control by mistake, click it again to remove it from the list.

    3. Click the Operator drop-down menu and select the operator value as required in the Return Controls section.
    4. Similarly, click the grid headers or the QBE (Query by Example) controls of the grid and then enter or select the values that you want returned for the columns in the grid. You can see that the values are recorded in the Value field of the Return Columns section. If you add a column by mistake, click it again to remove it from the list
      Note: You can see the row number of the selected row when you view this form request from the Orchestrator Studio.
    5. Click the Operator drop-down menu and select the operator value as required in the Return Columns section.
    6. Click Resume to continue recording the next steps in the process.

      When you access the last form in the process and want the form request to return values from all controls and columns on the last form, leave the Return Controls and Return Columns field blank.

  8. After performing the final step, click Stop.

    If you stopped the recording prematurely, click Cancel, and then continue to record the remaining actions. To discard the process and start over, click Discard.

  9. To complete the recording, enter a name, product code, and description for the form request.

  10. Click Save.

If you need to modify the form request, see Configuring a Form Request in the Orchestrator Studio. To add it to an orchestration, see Adding Steps to an Orchestration.