Create and Configure a Process Variant

Deeksha R

October 15, 2020

Created by

October 15, 2020

Beginner

10 min.

Create, configure, and activate a process variant in the imported capital expenditure package using the process flexibility cockpit.

You will learn

You will learn how to create a process variant
You will learn how to configure a process variant

Prerequisites

Set Up Workflow Management in Cloud Cockpit.

A process variant consists of multiple process steps configured by a line-of-business expert. You can create multiple process variants depending on the number of approval steps to configure for the capital expenditure approval process.

In this tutorial, you can configure one such approval step and activate a process variant.

Step 1: Open process variants

In the Process Flexibility Cockpit, navigate to My Live Processes section and choose Sample Capital Expenditure Approval Process tile.
Choose the Process Variants tile.

Done

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Step 2: Create a new variant

Choose New Process Variant.
Provide High Value Investments as the Name. Then choose Create.

The Process dropdown is preselected as Sample Capital Expenditure Approval Process. This process refers to the template from which the new variant will be created. A template contains the process steps that are used to configure the different process variants based on business needs.
The new process variant is now created with the given name and default description. Choose the newly created High Value Investments process variant tile.

You are now in the Manage Process Variants view.

Done

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Step 3: Edit the process variant

In the Manage Process Variants view, add a new approval step to the template by dragging the Approval tile from Available Steps and drop it after the Local Manager Approval step.

Choose the new approval step that opens the Step Properties
In the Step Properties section, modify the name of the step to CFO Approval.
Choose the Details tab, then change the Role Name to CFO and Approval Step to CFO.

In the Details section, you should provide information on the role of the persona that should perform the approval task.
Save and Activate the process variant.