Create processes

Application database > Processes tile

Application database > Navbar > Processes & Workflows > Process

Create a process

1. Click : a new row will appear.
2. In the Attributes section, enter the process code and a description.
3. Select the desired Business Workflow. For the process to be able to use dimensions other than the standard ones, including the Analytical Information Hub, select a Business Workflow with dimensions by step.

IMPORTANT: to create a process with dimension by step, select a Business Workflow with the Dimension by step option selected.

1. For each step identified in the process, in Structure enter the dimension hierarchy that defines the approval workflow and data entry workflow used in the process.

IMPORTANT: for the steps associated with the entity dimension, select the same hierarchy for all steps.

1. Click Save.

Create a process based on an existing process

1. Select the source process.
2. Select > Clone process: the Clone process window will open.
3. Enter the code and description of the new process.
4. To customise scenarios that have been created, click Also clone Scenarios.