Rule for Creating a Form Request in the Process Recorder

When using the Process Recorder to create a form request, follow these rules:

• Start the recording and then launch the first application from the carousel, Favorites, a link on an EnterpriseOne page, or Fast Path. Or you can open an application and then start the recording before performing the first action in a form. You cannot start recording after performing an action in an EnterpriseOne application.

• If the process involves adding multiple records, perform only the steps to add a single record. Later, when you add the form request to an orchestration, you can use the Iterate Over feature in the Orchestrator Studio to configure the form request to add multiple records.

• Some business processes entail using forms in more than one application. You can record this as long as you access the other forms from a Form or Row menu. However, you cannot return to the EnterpriseOne home page and launch another application. If the business process requires launching a second application from the EnterpriseOne home page, then record it as a separate form request.

• When recording a process in the Process Recorder, each transaction is saved in EnterpriseOne just as it would be if you were not using the Process Recorder. To ensure that you do not sully production data, it is highly recommended that you use the Process Recorder in an EnterpriseOne test environment. If recording in a production environment, delete any transactions that were created while using the Process Recorder.