Use the instructions in this lesson to launch (run) the car loan application workflow from lesson 2 and process the various steps from the user point of view. We will also examine the active workflow as a tracker and as a workflow administrator.
To access Design mode in Process Designer, you must be a member of PWDesigner access role.
To access the Administrator functionality, you must be a member of PWAdministration access role.
All users can access items in their inboxes and items in work queues, if the work queues allow general access.
To launch the car loan application workflow:
In a production system, the workflow would usually be launched by a user action, such as checking in a loan application document. Launching from Process Designer is for convenience in testing the workflow definition.
Note that in Workflow Properties we could have specified a user who would automatically be a tracker every time this workflow ran. Instead, we are specifying the tracker at launch time which allows us to specify a different tracker each time we launch the workflow.
In a production system, users would use Workplace or Workplace XT to access tasks in their inboxes and in work queues to which they have access. This shortcut in Process Designer is for convenience in testing a new workflow definition.
PWM displays your Inbox (your user name) and Work Queues you are authorized to see.
In the CreditScore field, enter a number between 400 and 900 to represent the credit score of the applicant. Click Complete to complete the step.
The map shows the steps that have been completed and the current step waiting to be processed. Click on any completed step to see the data field values at that step. As a tracker, you can lock the current step and change the values, complete the current step, and other actions to manage this workflow.
If the CreditScore was greater than 650 and the DownPayment amount was greater than 1000, open your inbox and open the SetRate step. Do not click Complete because that will end the workflow.
Otherwise, open the Credit work queue and open the ContactEmployer step. Look at the field values, and then click Complete.
You can open the SetRate step or the DenyApp step to look at the field values, but do not complete the SetRate step or the DenyApp step because we want to examine the active workflow using Process Administrator. If you complete either of these terminal steps, the workflow ends and you cannot view the work items using Process Administrator.
To examine and administer the active workflows:
In Process Administrator, you can perform the same types of actions that a tracker can perform, but you have access to all active workflows, rather than just specific workflows where you are assigned as a tracker.
(In a production system, a workflow administrator would use Workplace or Workplace XT to access the administrator applications, Process Configuration Console and Process Administrator. This shortcut in Process Designer is for convenience in testing a new workflow definition.)
Click Insert, and then click Find Now.
Scroll to the right to see all of the system fields and the fields that you exposed on the Credit queue. You can see the values you entered for the ApplicantName, CreditScore, DownPayment, and so on.
As an administrator you can lock the work item, change the data field values, assign a step to another user, or terminate the workflow.
To provide more work items for you to examine, you can go back to step 2 in this lesson and launch this workflow several times and enter different data for each instance.