Triggering a process by Process Definition

When a process exists and has been uploaded to the server, it is available to be configured for use at your site. Configuring it for use at your site means determining the circumstances that cause the process to launch.

  1. Access the Process Server Administrator and select Scheduling > By Process Definition.
  2. Select the process name.
  3. Specify a work title for this particular work item.

    For example, if you are scheduling a process called NewLaptopRequest, the work title could be Request laptop for Chicago employee.

  4. If filters have been enabled for users and tasks associated with this service, select the Filter Key.

    If you are using a Filter Key, you must also specify the Filter Value. For example, if you selected City for a Filter Key, then Chicago might be a valid value.

  5. When you are finished defining the circumstances, click Actions > Save.