Updated on 2025-08-15 GMT+08:00

Creating a BPM Using a Template

Scenario

The platform provides BPM templates for common scenarios. You can use them to create your BPMs. After a BPM is quickly created, you only need to create a work queue configured in the lane to use it. Currently, the system provides the following templates:
  • General: General Approval, Multi-level Approval, and Parallel Approval
  • HR: Absence Request, Travel Request, Performance Evaluation, Probation Confirmation, and Work Handover
  • Finance: Loan Request, ERP Credit Line Increase Approval, and Business Plan Approval
  • Project: Schedule Management, Version Management, and Release Management

Creating a BPM Based on a Template

  1. Log in to the application designer by referring to Logging In to the Application Designer.
  2. In the navigation pane, choose BPMs.
  3. Click + next to BPM.
  4. On the displayed dialog box, select From Template, specify the label and name, and click Select Template.

    Figure 1 Setting the label and name
    Table 1 Parameters for creating a BPM

    Parameter

    Description

    Label

    BPM label, which is displayed on the page and can be modified after being created.

    Value: 1–80 characters.

    Name

    BPM name, which uniquely identifies the BPM in the system and cannot be modified after being created. The naming requirements are as follows:

    • The value cannot exceed 64 characters, including the prefix namespace.

      To prevent duplicate data names among different tenants, each tenant must define a unique namespace when first creating an application. A tenant can create only one namespace. After being created, the namespace cannot be modified.

    • Start with a letter and can contain only letters, digits, and underscores (_). It cannot end with an underscore (_).

    Description

    Description of the BPM.

    Value: 1–255 characters.

  5. On the Select Template page, select a template and click Create.

    Figure 2 Selecting a template

  6. Create a lane and a work queue by referring to Creating a Work Queue and Defining a Lane.
  7. After the BPM is configured, click in the upper part of the page to save it.
  8. Click to activate the BPM.

    A BPM can be used in other processes only after it is activated.

Related Documents

Employee business trips are a common scenario, involving steps like applying, getting approval, planning itineraries, and reimbursing expenses. You can quickly create an approval application using the business trip template. For details, see Creating a Business Trip Approval Workflow Using Templates.