4 Activate and Run the Recipe

After you've configured the roles and other resources, you can activate and run the application.

  1. On the process application's main page, click Activate. In the Activate pane, with the default snapshot selected, click Activate.
    A message confirms that the application has been activated.
  2. Run the recipe.
    1. In the Activate pane, click Test in Workspace.
      A new browser tab opens with Workspace.
    2. Log in as a user with the Process User role, and click the activated application on the Start Requests page.
      1. In the pane that appears, complete the form and click Submit to start an instance of the application.
    3. Log in as a user with the Line Manager role, open the Workspace navigation menu, and click Tasks to open the Tasks page.
      1. Under the My tasks tab, click the task from the Expense Report process.
      2. In the task details pane, review and update (if required) the form associated with the task, and then click Approve.

      Approving the process will complete the process flow. Rejecting it will send it back to the requestor with your comments.

  3. Track the running of the process instance in the Workspace. See Track Processes.
  4. View the runtime execution details of your process in Analytics. See Use Analytics.

Optionally, see the decision rules and the auto-approve/reject and manual approval behavior that they drive. If required, update the process and decision service rules based on your needs.

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