Run the Capital Expenditure Live Process

Deeksha R

October 15, 2020

Created by

October 15, 2020

Beginner

15 min.

Run the capital expenditure live process and approve tasks using My Inbox.

You will learn

How to start a workflow instance
How to approve tasks in My Inbox

Prerequisites

Set Up Workflow Management in Cloud Cockpit.

In this tutorial, you start a new instance of the process variant that you have created. This instance will have the total cost of the order as 50000, which requires a manual approval. Upon starting the instance, the task will be available in My Inbox for your approval.

Step 1: Start a workflow instance

View Full Instructions

Navigate to the Workflow Management home screen by choosing home.
In the Workflow Management home screen, choose the Monitor Workflow - Workflow Definitions tile.
Choose the High Value Investments workflow definition, then choose Start New Instance.

In the Start New Instance popup menu, replace the existing JSON snippet with the below snippet and choose Start New Instance.

{
  "RequestId": "IAP-2020-180",
  "Title": "App Creation",
  "Requester": {
    "FirstName": "John",
    "LastName": "Doe",
    "Email": "John.Doe@example.com",
    "UserId": "jdoe",
    "Comments": "Please Approve"
  },
  "Investment": {
    "TotalCost": 50000,
    "Type": "Software",
    "CAPEX": 10000,
    "OPEX": 2000,
    "ROI": 5,
    "IRR": 5,
    "Country": "Germany",
    "BusinessUnit": "Purchasing",
    "Description": "Provide a fresh experience for our customers by providing new apps for our services"
  },
  "Sustainability": {
    "EnergyEfficiency": 10,
    "CO2Efficiency": 20,
    "EnergyCostSavings": 15,
    "WaterSavings": 10
  }
}

Choose Show Instances.

You can view the workflow instance created for approval. You can navigate to the Execution Log to ensure that the instance is at the local manager approval stage as shown.

Done

Log on to answer question

Step 2: Approve tasks

In this step, you can first approve the task created as a local manager. After the approval, the process moves to the next approval step to the CFO approval. You will again receive a task in My Inbox, where you can approve the task to complete the capital expenditure approval process.

Navigate to Workflow Management home screen, choose My Inbox tile.

You can see that there is one task that requires your approval.
Choose the approval task from the All Tasks list. You can view details of the task that requires your action such as, Investment Details, Sustainability, Investment Requester, History, and Comments.
Choose Approve to approve the capital expenditure request.

Similarly, you would have a new task in the My Inbox tile for your approval as a CFO.