3 Select and Configure the Recipe

On your Oracle Cloud Infrastructure Process Automation instance, create a process application using the recipe to deploy and configure the recipe’s resources.

1. On the Designer home page, click Create. In the Create application pane, select Create application from recipe.
2. Find the recipe of your choice, then click Select.
   The Create application from recipe pane opens.
3. Review the name, version, and description for the application, and click Create.

The process application's main page opens, displaying all the resources of the recipe. Configure the following resources before you activate and run the application.

Configure Roles

1. Click the Roles tab to view the roles present in the process application. The following roles are displayed:
   • Process User: Users that submit an expense report.
   • Line Manager: Users that review and approve expense report requests.
2. Assign the right users to each role.
   1. Click a role to open the page that lists the users, groups, and permissions for the role.
   2. Delete the default users assigned, if any.
   3. In the Search by drop-down field, select Users.
   4. In the Search for users or groups field, search and select a user.
      The user you select is added to the role.
   5. Select the necessary permission for the user in the Application Permission Level section.
3. To return to the process application's main page, click the application’s name in the breadcrumb.

Configure Connectors

Optionally, add connectors to your application to connect to third-party systems, and record the approved expense reports. To create a connection to an external ERP system, see Configure REST Connectors in Designer.

Note:

Without connectors, you can only test run this application in the Process Workspace.