Activate and Run the Recipe

4 Activate and Run the Recipe

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

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.
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 Customer 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.
    You’ll receive a notification about your request approval on the email address you provide in the form.
3. Log in as a user with the Finance Manager role, open the Workspace navigation menu, and click Tasks to open the Tasks page.
  1. Under the My tasks tab, click a task from the credit approval process.
  2. In the task details pane, review and update (if required) the form associated with the task, and then click Approve.
  3. Repeat the Steps 2(c)(i) and 2(c)(ii) for all tasks associated with the process, such as credit history, bank reference, and default risk.
4. Log in as a user with the CFO 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 credit approval process.
  2. In the task details pane, review and update (if required) the form associated with the task, and then click Approve.
Track the running of the process instance in the Workspace. See Track Processes.
View the runtime execution details of your process in Analytics. See Use Analytics.
Log in to the customer’s email account specified in the form, and check for the message from Oracle Cloud Infrastructure Process Automation.
The email message contains the approval details for your credit-increase request.