Defining Cloud Application Integration processes for user-triggered business events
If you do not want to use any predefined approval workflows, define workflows in Cloud Application Integration as processes. Processes contain sets of instructions that automate your business requirements.
To use Cloud Application Integration processes as workflows, add at least one Service step that's a generic user task or an originator user task. These user tasks indicate that the process requires user interaction as part of the workflow. Generic user tasks define actions for users included in the workflow. Originator user tasks define actions for users who trigger a workflow with their activity.
You can use the predefined MDM Multi-Step Approval Template to design a process. For more information about the predefined template, see MDM Multi-Step Approval Template .
For example, you might want to define a process that has three approval steps where three approvers review the record.
To define a process with a Service step that is set to Generic User Task or Originator User Task, perform the following tasks in Application Integration:
The MDM Multi-Step Approval Template is a predefined template process that you can use to design your own processes.
The MDM Multi-Step Approval Template has example steps that demonstrate how to create an approval process with a Start step, Service steps, and additional process steps. The template includes examples of parallel and sequential steps. You can review the template process and then create a process based on your requirements.
You can find the template in the Business360 folder.
Important: Don't use the MDM Multi-Step Approval Template as your process. Copy the template and modify it to fit your business needs.
Create a process
Use Cloud Application Integration to create a process. For more information about creating a process, see the Cloud Application Integration help.
1In Application Integration, select New.
The New Asset dialog box appears.
2Select Processes > Process, and then click Create.
Define the input fields
Define the required input fields for the process on the Start step.
1In the Properties panel, on the General tab, type a unique name, and then click the Input Fields tab.
2Add the following input fields with their types:
Input Field
Type
input
Text
template
Template. You can find Template when you click More types > Custom Types.
taskTypes
Task Types. You can find Task Types when you click More types > Custom Types.
Define the output fields
Define the required output fields for the process on the Start step. The output field values are set when the process executes and are then available in the steps that follow. These output fields don't appear in lists until the values are returned from a process. You define a name and type for the output fields for use in a process.
1In the Properties panel, click the Output Fields tab.
2Add the following output fields with their types:
Output Field
Type
approved
Text
approvedBy
Text
Define a Service step
Add a Service step and set the service action to Generic User Task or Originator User Task.
1To add a Service step to the process, drag the Service step from the palette on the left to the canvas.
2In the Properties panel, on the General tab, enter a unique name, and then click the Service tab.
3Set the following properties for the service:
Property
Value
Service Type
System Service
Action
MDM > HumanTask > Generic User Task or MDM > HumanTask > Originator User Task.
4Click the Input Fields tab.
5Configure values for the following input fields:
Input Field
Value
TaskName
Unique name of the Service step that you specified in step 2. This name appears on the Workflow Inbox page for business users when a business event triggers a workflow that includes this task.
Template
template
TaskTypes
taskTypes
Change List
input
Task Actions
List of actions that the users can perform with this step. Use a semicolon as a delimiter. For example, Send for Translation;Send Back to Originator;Release. You can also use the action text to provide more information on the next process step. The output that returns from each task action must be handled within the process.
Define additional process steps
Define additional process steps to access data, services, and perform related orchestration activities. Each process step completes and returns information about the last approver and the last action taken by the approver.
The following fields store the step values that the additional process steps return:
Field
Description
LastAction
The last task action, such as approve, reject, or send back.
LastApprover
The identifier of the user who took the last action.
For more information about adding process steps, see Adding Process Steps in the Cloud Application Integration help.
After you add all additional process steps, save and then publish the process.
Rules and guidelines for updating Application Integration processes defined within business events
Consider the following rules and guidelines when you update Application Integration processes defined within a business event:
•Before you update a process defined within a business event, ensure that all workflow tasks associated with the process are completed.
•After you update a process and publish it, ensure that the workflow that uses the process reflects the changes in Business 360 Console.