Business Processes examples

Send a “Hello” email to an employee.

  1. Make sure that the email system and database schema are configured.
  2. Click Main Menu  > Administration > Application Setup > Business Process An organized flow of activities or tasks that achieves a business goal. An automated business process minimizes the amount of paperwork and manual tasks to complete that process by way of automatic actions, online forms, and automatically generated messages. Setup > Process Models. 
  3. Click Create .
  4. Enter a unique Model Name. Example: Email Hello
  5. Click Save.
  6. The Workflow Designer opens in a new tab to the new process which automatically starts with a start event Start event.
  7. Select, click, and drag a Mail Task from the palette to the canvas.

    Mail Task Mail Task

    Send email messages to one or more recipients

    Requires an SMTP server

  8. Select the Mail Task in the workspace.
  9. Edit the parameters in the bottom pane.
    • Click To. Click Fixed Values. In Expression, enter the email address of the recipient. Click Save.
    • Click Subject. In Text to Display, enter Hello from the Business Process. Click Save.

      Alternatively, you can enter a useful message such as to ask how many days off the employees wants to take.

    • Click HTML. In Text to Display, enter Hello from the Business Process. Click Save.
    • Name = Hello
    • Click From. Enter the email address of the sender. Click Save.
    • Click Text. In Text to Display, enter Hello from the Business Process. Click Save.
  10. End the process with an end event End event.
  11. Link all events and tasks
    1. Select an event or task to see the icons.

      Process Event Icons

    2. From the first event or task, Click and drag the Sequence flow icon  to the following event or task.

    Example email process

    Example Mail Task

  12. Finish and verify the process
    1. Click Tap Validate the Model . Correct any errors.

      Caution: Models that fail validation cannot be deployed.

    2. Click Tap Save the Model .
      • Verify the settings.
      • Click Tap Save and Close Editor or Save.
  13. Deploy, run, and test the model.

The Generic REST Connector calls any REST API. See .

  1. Make sure that the API is configured.

  2. Click Main Menu  > Administration > Application Setup > Business Process Setup > Process Models. 

  3. Click Create  .
  4. In Model Name, enter GetLocalWeather.
  5. Click Save.
  6. The Workflow Designer opens in a new tab to the new process which automatically starts with a start event Start event.
  7. From Activities, click and drag a Generic REST Connector service task after the start event.
  8. Connect the start event to the service task.
  9. Select the service task.
  10. In Properties:
    1. In Name, enter LocalWeather.
    2. In HTTP Method, enter GET.
    3. In ResponseVariable, enter resp.
    4. Enter the URL for the REST API to call.

      Example: https://query.yahooapis.com/v1/public/{queryString}

    5. Select Secure Connection.
    6. Leave Headers as No value.
  11. Click and drag a User Task after the service task.
    1. Select the user task.
    2. In Properties:
      • In Name, enter Display Local Weather.
      • In Referenced Form, create a form to display the response from the API.
      • In Name, enter DisplayResponse.
      • In Text to Display, enter ${resp}.
      • Click Close.
      • Click Save and Close Editor.
      • In Referenced Form, enter DisplayResponse for the form that you just created.
  12. Click and drag an End Event and connect it after the user task.
  13. Finish and verify the process
    1. Click Tap Validate the Model . Correct any errors.

      Caution: Models that fail validation cannot be deployed.

    2. Click Tap Save the Model .
      • Verify the settings.
      • Click Tap Save and Close Editor or Save.
  14. Deploy, run, and test the model.