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. 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.

4. Continue through the application steps that you want the form request to perform.

   The Process Recorder automatically adds inputs to the form request for each field in which you entered data during the recording. The input is the name of the field, and the data you enter becomes a default value. 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, you can click the Paused button and the Process Recorder will resume recording, returning you to the point in the process where you initially paused the recording.

5. 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.

6. If you want the form request to return values from the last form, click the controls and columns on the form that contain values you want returned. If you want the form request to return the values of all controls and columns on the last form, leave the Return Controls and Return Columns fields blank.

   The Process Recorder adds any controls and columns that you click to the respective Return Controls and Return Columns fields. If you add a control or column by mistake, click it again to remove it from the list.

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

8. 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.