View Business Processes

Concepts

Business processes tailor the approval policies to business needs. A business process along with its parameters make an approval policy. The system provides the following out-of-the-box business process definitions:

• Simple Manager Approval — A simple approval process that requires manager approval.
• Simple External Approval — An external approval process that is controlled in an Service Manager Service Portal supplier. This process requires a supplier with external approval support.
• Manager Approval with Reminder — An approval process that requires manager approval and has a reminder email sent periodically to the approver.
• Conditional Approval — A more complex approval process with the usage of a condition.
• Parametrized Conditional Approval — A complex approval process similar to conditional approval. The start activity has a price property in the form to avoid hard-coding a price in the process.
• Advanced Approval — A more complex approval process with the usage of a sub-process, timer, and conditions.

The Organization Administrator can view business processes.

 

Tasks

• View List of Business Processes
• Change View
• Sort List of Business Processes
• Generate Sample Business Processes

View List of Business Processes

To view the list of business processes:

1. From the Launchpad, click the Business Processes application. The Business Processes view is displayed.

   The details of the business processes are displayed, including Name, Description, and whether they are published.

   Tip To filter the list of business processes that are displayed, type the search criteria. Only the business processes that meet the search criteria are displayed.

2. To quickly switch between published, unpublished, and all business processes, click Published Processes, Unpublished Processes, or All Processes.

Change View

To change the view of the business processes:

• If you are in List View, click Grid View to see a graphical display of all business processes.
• If you are in Grid View, click List View to see a simple list of all business processes.

Sort List of Business Processes

To change the sort order of the business processes:

1. Open the drop-down list (at far right with default Newest).

2. Select the desired sort order: Newest, Oldest, Alphabetical or Reverse Alphabetical.

Generate Sample Business Processes

Service Manager Service Portal provides sample out-of-the-box business processes that you can use directly or as templates to be customized. You may want to generate or regenerate the sample business processes in these cases:

• You would like the sample business processes for other organizations (by default, Service Manager Service Portal only generates the sample processes for the CONSUMER organization).
• You deleted a business process and would like to regenerate it.
• You modified an Service Manager Service Portal provided business process and would like to regenerate the original process. (If you want to keep the modified process, make sure to save or clone to a different name before regenerating the original process.)

To generate—or regenerate—the Service Manager Service Portal provided set of sample business processes:

1. Click Generate Sample Data.

2. In the Generate Sample Data dialog, if desired, check the box for Generate new sample processes even if processes of the same name already exist.

   Note If this box is checked, existing business processes with the same names are overwritten.

   If this box is not checked, existing business processes with the same names are not updated.

3. Click Generate.

The Service Manager Service Portal provided sample business processes are generated (or regenerated) according to whether the box was checked for Generate new sample processes even if processes of the same name already exist.

 

Related Topics

• View Business Process Details
• Clone Business Process
• Edit Business Process
• Create Business Process
• Delete Business Process
• Publish Business Process
• Unpublish Business Process