Create an Invoice Approval Process

The project includes all artifacts you will create during the course of these tutorials. You can share, release, rename or delete these projects.

1. Once you have entered the Lobby, choose Create and select Business Process.

   

2. In the wizard enter the Project Name Invoice Approval and also a Short Description, then choose Create.

   

The process will describe the flow of the activities.

1. Within the newly created project Invoice Approval, select Create and then choose Process.

   

2. Maintain the Name Get Invoice Details and also the Description. The identifier will be created automatically.

   

   The process with a start and end event is now available for you.

To trigger the process, you will create a form to provide the most relevant inputs.

1. In the canvas, select +, then Forms and finally + New Form.

   

2. Provide the following information and choose Create:

   Field Name	Value
   Name	Invoice Request Form
   Description	Form to start the process

   Note: Identifier will be filled automatically.

   

   In the form you have multiple layout and input elements.

3. Create a headline, drag and drop Headline 1 into the canvas.

   

4. Give the headline a name: Invoice Request Form and add a Paragraph.

   

5. Maintain the paragraph: Please provide the following details to start the process and add a Text field.

   

6. Change the name of the Text field to Employee Name and select Required to indicate it is a mandatory field.

   

7. Add two additional fields with the following details. Once done, Save your work.

   Input Field Type	Name	Settings
   Text	File Path	Required
   Date	Current Date	Required