Creating a process

Create a process using the New Process wizard

1. Ensure that you are logged in to Workbench.

2. Select File > New > Process. The New Process wizard appears.

3. In the New Process pane, perform these tasks:

   • In the Name box, type PreLoanProcess to replace the default text.

   • In the Description box, type A process to handle preliminary loan approvals.

   • Below the Enter Or Select Parent Folder box, select FirstApp > FirstApp/1.0, and then click Next.

4. In the Configure A Start Point pane, select the When a user submits a task in Workspace option and click Next.

5. In the Workspace Start Point Configuration pane, complete these steps:

   • Select the Use an existing Form option.

   • In the pane below the Enter Or Select An Asset box, click FirstApp > FirstApp/1.0 > PreLoanForm, and click Next.

   • Ensure that the Create a New Workspace Category option is selected and, below it, delete the default text and type Loans.

   • In the Workspace Process Name box, delete the default text, and type Apply for preliminary loan.

   • In the Description box, type Fill the form to start the approval process. to replace the default text.

   • Beside Icon label, click the Browse button.

   • Navigate to the location where you extracted the tutorial assets, select houseImage.jpg, click Open, and then click Next.

6. In the New Process Configuration Summary pane, click Finish.

After you complete the steps, an editor appears with the process diagram displayed in it. The process diagram contains these start points:

• A Default start point that specifies that the process is invoked programmatically from a web service (SOAP/REST), Java, or Data Services.

• A Workspace start point that specifies that the process is invoked using Workspace.

The following illustration shows the editor and identifies areas of the process diagram referred to in this tutorial.

View full size graphic

A

. Default start point

B.

Workspace start point

C.

Activity toolbar

D.

Pool

E.

Swimlane