Creating a BPM Using a Template
Scenario
- 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
- Log in to the application designer by referring to Logging In to the Application Designer.
- In the navigation pane, choose BPMs.
- Click + next to BPM.
- On the displayed dialog box, select From Template, specify the label and name, and click Select Template.
Figure 1 Setting the label and name
- On the Select Template page, select a template and click Create.
Figure 2 Selecting a template
- Create a lane and a work queue by referring to Creating a Work Queue and Defining a Lane.
- After the BPM is configured, click
in the upper part of the page to save it.
- 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.
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