Define Process

Overview

This activity enables you to create user defined processes, components, activities and user interfaces. The added / modified user defined processes, components, activities and user interfaces are updated both in the User Defined Screen (UDSDB) database and Deployment database (DEPDB).

You can modify the description of an existing user defined business process, component, activity or user interface through this page. Base Information cannot be modified.

Click the activity “Define Process” under “EDK – User Defined Screens” component.

The “Define Process” page appears.

There are four tabs displayed namely Define Business Process, Define Component, Define Activity and Define User Interface.

Define Business Process

Click the “Define Business Process” tab from the “Define Process” page.

This tab is displayed by default on launch of the page.

On launch of the page this tab is displayed by default and displays all available business process in the “Business Process Details” multiline.

Business Process Name	The name of the business process.
Business Process Description	The description of the business process.
Base Business Process	The system displays “Yes” or “No” that indicates whether the specified business process is a base business process or not.

Note: You cannot modify or delete the details of a base business process.

To define a new process

Enter the following fields in the “Business Process Details” multiline:

Business Process Name

The name of the business process being defined.

Business Process Description

The description of the business process.

Base Business Process

On clicking “Save”, the system displays “Yes” or “No” to indicate whether the business process is a base business process or not.

Note: The Business Process Name field accepts characters ‘a to z’, ‘A to Z’, ‘0 to 9’, ‘_’ (underscore). The first letter of the name should be a character.

To save the process details

Click “Save Business Process”.

The newly defined business process details are saved.

Note: The system displays an error message in case of a duplicate entry.

The newly defined / modified business process details are updated into the Deployment database also.

Note: To update all the existing business process details into the deployment database, you can use the “Select All” checkbox in the multiline and click “Save Business Process”. If the business process details already exist they are updated else they are added to the deployment database

Define Component

Click the “Define Component” tab from the “Define Process” page.

The “Define Component” tab is displayed.

To view the list of components already defined for a business process

Select the following field:

Business Process

Use the drop-down list box to select the business process for which you want to view the list of components. The list of business process already defined is displayed as options.

The list of existing components for the selected business process is retrieved and displayed in the “Components Details” multiline:

Component Name	The name of the component under the selected business process.
Component Description	The description of the component.
Component Prefix	The characters that are set as prefix to identify the component.
Base Component	The system displays “Yes” or “No” that indicates indicate whether the specified component is a base component or not.

Note: You cannot modify or delete the details of a base component.

Note: Under a base business process components can also be added.

To define a new component

Select the following field:

Business Process

Use the drop-down list box to select the business process under which you want to define the list of components. The list of business process already defined is displayed as options.

Enter the following fields in the “Component Details” multiline:

Component Name	The name of the component being defined.
Component Description	The description of the component.
Component Prefix	The characters that you want to set as prefix to identify the component. You can specify a maximum of six characters as prefix for the user interface. Note: The prefix should be unique for the business process.
Base Component	On clicking “Save”, the system displays “Yes” or “No” to indicate whether the component is a base component or not.

Note: The Component Name field accepts characters ‘a to z’, ‘A to Z’, ‘0 to 9’, ‘_’ (underscore). The first letter of the name should be a character.

Click “Save Component”.

The newly defined component details are saved.

Note: The system validates for duplicate entries and displays an error message in case of a duplicate entry.

The newly defined component details are updated into the Deployment database.

Note: To update all the existing Component details into the deployment database, you can use the “Select All” checkbox in the multiline and click “Save Component”. If the component details already exist they are updated else they are added to the deployment database.

To proceed carry out the following

Click the “Specify Design Preferences” link if you want to define the design preferences for the component.

The “Specify Design Preferences” page appears that enables you to define the design preferences for a selected component.

Click the “Specify User Interface Preferences” link if you want to define the user interfaces preferences for the component.

The “Specify User Interface Preferences” page appears that enables you to define the user interfaces for a selected component.

Define Activity

Click the “Define Activity” tab from the “Define Process” page.

The “Define Activity “tab is displayed.

To view the list of activities already defined for a component

Select the following fields:

Business Process	Use the drop-down list box to select the business process for which you want to view the list of activities. The list of business process already defined is displayed as options.
Component	Use the drop-down list box to select the component for which you want to view the list of activities. The list of components for the selected business process is displayed as options.

The list of existing activities for the selected business process and component are retrieved and displayed in the “Activity Details” multiline:

Activity Name	The name of the activity under the specified component.
Activity Description	The description of the activity.
Activity Sequence	The sequence in which the activity appears.
Base Activity	The system displays “Yes” or “No” that indicates indicate whether the specified activity is a base activity or not.

Note: You cannot modify or delete the details of a base activity.

Note: Under a base component new activity can also be created.

To define a new activity

Select the following fields:

Business Process	Use the drop-down list box to select the business process under which you want to define the list of activities. The list of business process already defined is displayed as options.
Component	Use the drop-down list box to select the component under which you want to define the list of activities. The list of components already defined for the selected business process is displayed as options.

Enter the following fields in the “Activity Details” multiline:

Activity Name	The name of the activity being defined.
Activity Description	The description of the activity.
Activity Sequence	The sequence in which the activity should appear.
Base Activity	On clicking “Save”, the system displays “Yes” or “No” to indicate whether the activity is a base activity or not.

Note: The Activity Name field accepts characters ‘a to z’, ‘A to Z’, ‘0 to 9’, ‘_’ (underscore). The first letter should be a character.

Click “Save Activity”.

The newly defined activity details are saved.

Note: The system validates for duplicate entries and displays an error message in case of a duplicate entry.

The newly defined activity details are updated into the Deployment database.

Note: To update all the existing Activity details in to the deployment database, you can use the “Select All” checkbox in the multiline and click “Save Activity”. If the Activity details already exist they are updated else they are added to the deployment database.

Define User Interface

Click the “Define User Interface” tab from the “Define Process” page.

The “Define User Interface” tab is displayed.

To view the list of user interfaces already defined for an activity

Select the following fields:

Business Process	Use the drop-down list box to select the business process by which you want to view the list of user interfaces. The list of business process already defined is displayed as options.
Component	Use the drop-down list box to select the component by which you want to view the list of user interfaces. The list of components for the selected business process is displayed as options.
Activity	Use the drop-down list box to select the activity by which you want to view the list of user interfaces. The list of activities for the selected component is displayed as options.

The list of existing activities for the selected criteria is retrieved and displayed in the “User Interface Details” multiline:

User Interface Name	The name of the user interface under the specified activity.
User Interface Description	The description of the user interface.
User Interface Prefix	The characters set as prefix to identify the user interface.
User Interface Type	The type of user interface is displayed as “Entry Point” or “Others”.
Base User Interface	The system displays “Yes” or “No” that indicates indicate whether the specified user interface is a base user interface or not.

Note: You cannot modify or delete the details of a base user interface.

Note: User base activity new screen can also be created. This created screen can only be used for Base Screen Extension and its user interface type will always be “others”.

To define a new user interface

Select the following fields:

Business Process	Use the drop-down list box to select the business process under which you want to define the list of activities. The list of business process already defined is displayed as options.
Component	Use the drop-down list box to select the component under which you want to define the list of activities. The list of components already defined for the selected business process is displayed as options.
Activity	Use the drop-down list box to select the activity for which you want to define the list of user interfaces. The list of activities for the selected component is displayed as options.

Enter the following fields in the “User Interface Details” multiline:

User Interface Name	The name of the user interface being defined.
User Interface Description	The description of the user interface.
User Interface Prefix	The characters to be set as prefix to identify the user interface. You can specify a maximum of six characters as prefix for the user interface. Note: The prefix should be unique for the component.
User Interface Type	Use the drop-down list box to select the type of user interface. The system displays “Entry Point” and “Others” as options.

Note: If it is a base business process, component and activity, the user interface type cannot set as “Entry Point”. It should be set as “Others”.

Base User Interface

On clicking “Save”, the system displays “Yes” or “No” to indicate whether the user interface is a base user interface or not.

Note: The User Interface Name field accepts characters ‘a to z’, ‘A to Z’, ‘0 to 9’, ‘_’ (underscore). The first letter of the name should be a character.

Click “Save User Interface”.

The newly defined user interface details are saved.

Note: The system validates for duplicate entries and displays an error message in case of a duplicate entry.

The newly defined user interface details are updated into the Deployment database.

Note: To update all the existing User Interface details into the deployment database, you can use the “Select All” checkbox in the multiline and click “Save User Interface”. If the User Interface details already exist they are updated else they are added to the deployment database.

To proceed carry out the following

Click the “Specify User Interface Layout” link if you want to define the layout for the user interface.

The “Specify User Interface Layout” page appears that enables you to define the layout for a selected user interface.

Getting familiar with the pages inside

Go to page…	For…
Specify Design Preferences	Specifying design preferences for a component.
Specify User Interface Preferences	Specifying user interface preferences for a component.

Prerequisites:

4 EDK 2.0 Component should be Deployed

4 EDK 2.0 Runtime should be deployed

4 EDKIS Component should be deployed. Component should be deployed in Admin role and OU.

4 Virtual Works runtime pertaining to EDK 2.0 should be deployed

4 Base Component scripts to be executed in the udsdb database