---
parser: v2
author_name: Stephan Schluchter
author_profile: https://github.com/SchluchterStephan
auto_validation: true
time: 5
tags: [ tutorial>intermediate, software-product>sap-business-technology-platform, software-product>document-information-extraction, topic>artificial-intelligence, tutorial>free-tier]
primary_tag: software-product>sap-build-process-automation
slug: spa-dox-create-process
canonical_url: https://developers.sap.com/tutorials/spa-dox-create-process
---

# Create an Invoice Approval Process
<!-- description --> Create the project and the first form for the Invoice Approval Process

## Prerequisites
 - Access to a [SAP BTP tenant with SAP Build Process Automation](spa-subscribe-booster)


## You will learn
  - How to create a project and the related process
  - How to add a form to trigger this process

## Intro

> **IMPORTANT:** Please refer to sample **Invoice Approval Process - Sample** in the SAP Build Store if you face any issues while following the tutorial. To retrieve the sample, refer to **step 6** of [Release, Deploy and Run the Process](spa-dox-run-process).

  You work in the finance department of the company and need to regularly process incoming scanned invoices.
  This is actually causing a lot of manual effort in order to extract the data out of the pdf or image, send to the approval of the manager before the data would be actually entered into the system.
  This needs to be automated since we are talking about multiple invoices which are coming every single day. Also we need to define the approval flow depending on the specific criteria (in this tutorial series, company is considered as criteria).

---

### Create a business process project


   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**.

    ![Create Business Process Project](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/01.png)

2. Select **Build an Automated Process**.

    ![Build an Automated Process](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/01a.png)

3. Choose **Business Process**.

    ![Business Process](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/01b.png)

4. In the wizard enter:
    - under the **Project Name**: Invoice Approval
    - under the **Short Description**: The process to extract information from an invoice and get the needed approvals
    - choose **Create**.

    ![Define Business Process Project](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/02.png)



### Create a process


The process will describe the flow of the activities.

Within the newly created project **Invoice Approval**, you will be prompted to create the process.

1.  In the **Create Process** window enter:
    - under the **Name**: Get Invoice Details,
    - under the **Description**: Process to approve invoices.

    > The identifier will be created automatically.

    ![Maintain Process Name](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/03a.png)

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



### Define the form to start the process


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

1. In the canvas, select **Add a Trigger** in the Trigger.

    ![New Form](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/004a.png)

2. Select **Submit a Form**.
   
    ![New Form](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/004b.png)

3. Choose **Blank form**.

    ![New Form](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/004c.png)

4. In the **Create Form** window enter:
    - in the **Name**: Invoice Request Form,
    - in the **Description**: Form to start the process,
    - choose **Create**.

    > The Identifier will be filled automatically.

    ![Create Form Wizard](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/05.png)

5. Open the form editor.

    ![Open editor](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/005c.png)

6. In the form you have multiple elements.

    ![Elements](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/005b.png)

7. To add elements, drag and drop them or click on the element to enter them in the form.

8. Add the following layout elements:

    |  **Type**       | **Name**
    |  :------------- | :-------------
    |  Headline 1     | Invoice Request Form |
    |  Paragraph      | Please provide the following details to start the process |

    ![Add Layout](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/006.png)

9.  Add the following input elements:

    |  **Field Type** | **Name**       | **Settings**
    |  :------------- | :------------- | :------------
    |  Text           | Employee Name  | Required
    |  Text           | File Path      | Required
    |  Date           | Current Date   | Required

    > Required checkbox indicates, that it is a mandatory field.

    ![Add Input](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/007.png)

10. **Save** the Form.

    ![Save](https://raw.githubusercontent.com/sap-tutorials/sap-build-process-automation/main/tutorials/spa-dox-create-process/008.png)




---