Oracle by Example brandingCreating a Form Request with the Process Recorder

section 0Before You Begin

This 10-minute tutorial shows how to use the EnterpriseOne Orchestrator Process Recorder to create a form request that places a customer’s credit on hold in EnterpriseOne.

Background

The Process Recorder allows a business analyst to walk through a business process program by program, form by form, field by field, and record each step of the process. At the end of the process, you can save the recorded steps as a form request, which can then be edited and added to an orchestration in the JD Edwards EnterpriseOne Orchestrator Studio.

section 1Creating a Form Request to Place a Customer’s Credit on Hold

  1. Sign in to the EnterpriseOne web client.

    2. You can access the EnterpriseOne web client from the Tools page in the Orchestrator Studio.

  2. In EnterpriseOne, click the drop-down menu next to your user name and select Record a Process.

    3. If this link is not available, see the “Setup” section for the required prerequisites, which includes setting up access to the Process Recorder through UDO Feature Security.

  3. In the Process Recorder, click the Start button.
  4. Access the Customer Master (P03013) application using Fast Path or opening it from the Navigator menus.
  5. On Work With Customer Master, enter a customer number in the Address Number QBE.
  6. Click Find.
  7. Select the row in the grid and click Select.
  8. Click the Credit tab and enter 7 in the Credit Message field.
  9. Click OK.
  10. In the Process Recorder, click the Stop button.
  11. Complete these fields:
    • Name = Set Credit Hold
    • Description = Place a credit hold on a customer in Customer Master Revision.
    • Product Code = Select a customer product code, 55 – 59
  12. Add the controls that contain the values you want the form request to return. To do so, click the Customer Number and Credit Message fields.

    This adds the fields to the Return Controls field in the Process Recorder. If you click a control by mistake, click it again to remove it from the list.

    Process Recorder dialog box in EnterpriseOne
    Process Recorder
  13. Click Save.
    EnterpriseOne saves the recording as a service request UDO.
  14. Close the Process Recorder.

    15. Proceed to the next tutorial where you will add this form request to an orchestration.