Part 2: Creating a request process

Step 1: To download and install the Service Catalog Request template

1. Download the ServiceCatalog.Request.Template.zip file that is attached to the following video:

   Create a Workflow using the Service Catalog Request Template - Part 1 at

   http://www.symantec.com/connect/videos/create-workflow-using-service-catalog-request-template

2. Extract the file and save the ServiceCatalog.Request.Template.package file in the following location on the Workflow Designer computer:

   Program Files > Symantec > Workflow > Designer > Templates

Step 2: To rename and load the template

1. In Workflow Manager, click File > New Project.

2. In the New Project dialog box, on the Template Projects tab, in the Name text box, type the name of your process.

   For example, type VendorRequest.

3. Click OK.

Step 3: To configure the template deploy option

1. In Workflow Designer, in the Project pane, click the top level of the project tree: (VendorRequest).

2. On the Reporting tab, in the Process Prefix text box, change the prefix to VR- for Vendor Request

Step 4: To start configuring the New Request Form

1. In the Project pane, in the project tree, click Model: RequestForm.

2. In the project workspace, double-click the Create New Request Form component.

3. In the Web Form Editor dialog box, to configure the template header theme, double-click the Service Catalog Request field.

4. In the Template Editor dialog box, double-click the Service Catalog Request field.

5. In the Edit Component dialog box, on the Appearance tab, in the Text box, replace Service Catalog Request with Vendor Request. Then click OK.

6. In the Template Editor dialog box, click OK.

   The new template theme title now appears on all of the process pages.

7. In the Web Form Editor dialog box, delete the Request Title field.

   This field is not needed for this process.

   • Press Ctrl and select the Request Title label and its information field.

   • Right-click one of the selected items and click Delete.

8. Double-click the Who is this request for? field.

9. In the Edit Component dialog box, on the Appearance tab, in the Text box, replace Who is this request for? with Primary Internal Contact:. Then click OK.

10. In the Web Form Editor dialog box, double-click the Request Information field.

11. In the Edit Component dialog box, on the Appearance tab, in the Text box, replace Request Information: with Additional Details:. Then click OK.

12. In the Web Form Editor dialog box, to return to the project workspace, click OK.

Step 5: To create a single request ORM Data Type

1. In Workflow Designer, in the Toolbox pane, click New Integration Library.

2. In the New Library dialog box, in the Name box, for the name of the library, type VendorRequestLib, and then click OK.

3. In the Create Generator dialog box, in the Name box, for the name of the generator, type VendorRequest.

4. In the Generator types section, under Authoring, select User Defined Type with DB Mapping, and then click OK.

   This step creates a table in the Process Manager database to house all of the data that this process collects. This table lets you see the data in the Process View pages, as well as stores it for long-term reporting.

5. In the VendorRequest create generator wizard, on the Type Designer page, click Add > Add Class.

6. In the Add Type dialog box, in the Name box, for the name of the class, type VendorRequest, and then click Add.

7. In the wizard, select the VendorRequest class that you created, and then click Add Property.

8. In the Add Property dialog box, perform the following actions:

   • In the Name box, for the name of the field, type SessionID.

     Note:

     Symantec recommends that when you use the ORM Data Type that you first create a SessionID field.

   • In the Type drop-down list, click Text.

   • Click Add Another.

     In the wizard, the SessionID field now appears in the VendorRequest tree.

9. Add the fields for the data that the process is to collect and assign each field its corresponding type as follows:

   In the Name box, type: CompanyName	In the Type drop-down list, click Text, and then click Add Another.
   In the Name box, type: CompanyAddress	In the Type drop-down list, click Text, and then click Add Another.
   In the Name box, type: ContractName	In the Type drop-down list, click Text, and then click Add Another.
   In the Name box, type: ContractEmail	In the Type drop-down list, click Text, and then click Add Another.
   In the Name box, type: ContractPhone	In the Type drop-down list, click Text, and then click Add Another.
   In the Name box, type: ContractStartDate	In the Type drop-down list, click Date (Date Time), and then click Add Another.
   In the Name box, type: ContractEndDate	In the Type drop-down list, click Date (Date Time), and then click Add Another.
   In the Name box, type: ADAccountRequired	In the Type drop-down list, click Logical (true/false), and then click Add Another.
   In the Name box, type: EstimatedContractValue	In the Type drop-down list, click Number (decimal), and then click Add Another.
   In the Name box, type: CostCenter	In the Type drop-down list, click Text, and then click Add.

   Note:

   The documents field is to be added later.

10. In the wizard, click Next until you reach the Components page.

11. On the Components page, check VendorRequest, and then click Finish.

12. In the Generators Management dialog box, click OK.

13. In the Integration Library dialog box, double-click Compile and close.

14. Close the VendorRequestLib - Help Editor, and in the VendorRequestLib dialog box, to save the file click Yes.

15. In the Configure Relational Types dialog box, to save the data to the Process Manager database, check Generated.VendorRequestLib.VendorRequest. Then, click OK.

16. In the Project pane, in the project tree, click Model: RequestForm.

17. In the project workspace, double-click the Initialize Data component.

18. In the Initialize Data Variable dialog box, on the Configuration tab, to create a container variable, click Add.

19. In the Edit Object dialog box, next to the Data Type box, click the … symbol.

20. In the Select Data Type dialog box, expand VendorRequestLib, click VendorRequest, and then click OK.

21. In the Edit Object dialog box, in Variable Name box, for the name of the variable, type Request, and then click OK.

22. In the Initialize Data Editor dialog box, click OK.

Step 6: To finish configuring the New Request Form

1. In the Project pane, in the project tree, click Model: RequestForm.

2. In the project workspace, double-click the Create New Request Form component.

3. In the Web Form Editor dialog box, in the left pane under Variables, expand Request.

4. Check the following data fields, drag them to the center pane, and then complete the steps in the Build Wizard as follows:

   Check ContractEndDate.	Drag the data field and position it on the form. In the Build Wizard, click DatePickerBuilder [DateTime]. Click Next. Click Required, and then click Finish.
   Check ContractStartDate	Drag the data field and position it on the form. In the Build Wizard, click DatePickerBuilder [DateTime]. Click Next. Click Required, and then click Finish.
   Check ADAccountRequired	Drag the data field and position it on the form. In the Build Wizard, click CheckBoxBuilder [Boolean]. Click Next. Click Required, and then click Finish.
   Check CompanyAddress	Drag the data field and position it on the form. In the Build Wizard, click InputBuilder [Sting]. Click Next. Click Required, and then click Finish.
   Check CompanyName	Drag the data field and position it on the form. In the Build Wizard, click InputBuilder [Sting]. Click Next. Click Required, and then click Finish.
   Check ContractEmail	Drag the data field and position it on the form. In the Build Wizard, click InputBuilder [Sting]. Click Next. Click Required, and then click Finish.
   Check ContractName	Drag the data field and position it on the form. In the Build Wizard, click InputBuilder [Sting]. Click Next. Click Required, and then click Finish.
   Check ContractPhone	Drag the data field and position it on the form. In the Build Wizard, click InputBuilder [Sting]. Click Next. Click Required, and then click Finish.
   Check CostCenter	Drag the data field and position it on the form. In the Build Wizard, click InputBuilder [Sting]. Click Next. Click Required, and then click Finish.
   Check EstimatedContractValue	Drag the data field and position it on the form. In the Build Wizard, click InputBuilder [Decimal]. Click Next. Click Required, and then click Finish.

5. In the form, organize the vendor request fields.

   

6. Add labels for the ContractStartDate and ContractEndDate variables.

   For example, in the form, copy an existing label and change the text as follows:

   • Right-click the CompanyAddress field and click Copy.

   • Right-click a blank area of the form, and click Paste.

   • Double-click the CompanyAddress field.

   • In the Edit Component dialog box, on the Appearance tab, in the Text box, replace CompanyAddress with ContractStartDate: or with ContractEndDate.

   • Click OK.

   • Position the label next to the appropriate variable.

7. Edit the labels of the variables to include spaces and colons as follows:

   The users see the labels when they fill out the form.

   • Double-click a label.

   • In the Edit Component dialog box, on the Appearance tab, in the Text box, modify the label.

   • Click OK.

8. Edit the text style of the labels of the variables as follows:

   • Double-click a label.

   • In the Edit Component dialog box, on the Appearance tab, in the Theme Style drop-down list, select a style.

     To duplicate the text style of the Primary Internal Contact label, click .Field Label Required.

   • Click OK.

9. Add additional labels (headings) as follows:

   You can use labels to create headings for the different components. In this case, you can add Vendor Details and Contract Details headings.

   • In the Toolbox pane, on the Components tab, in the search field, type label.

   • Drag the Label component and position it on the form.

     Repeat this action for each label that you want to create.

   • Double-click the label.

   • In the Edit Component dialog box, on the Appearance tab, in the Text box, replace - label - with Vendor Details: or with Contract Details:.

   • In the Theme Style drop-down list, select a style.

     For example, click .Subtitle big.

   • Click OK.

10. Add the document component as follows:

    • In the Toolbox pane on the Components tab, in the search field, type file.

    • Drag the InputFile component and position it on the form.

    • In the Edit Object dialog box, in the Output Name box, type ContractDocument.

    • Click OK.

11. Create a label for the document component as follows:

    • In the Toolbox pane, on the Components tab, in the search field, type label.

    • Drag the Label component and position it on the form.

    • Double-click the label.

    • In the Edit Component dialog box, on the Appearance tab, in the Text box, replace - label - with Contract Document:.

    • In the Theme Style drop-down list, select a style.

      To duplicate the text style of the Primary Internal Contact label, click .Field Label Required.

    • Click OK.

12. In the Web Form Editor dialog box, click OK.

Step 7: To Configure the Request Confirmation Form

1. In the Project pane, in the project tree, click Model: RequestForm.

2. In the project workspace, double-click the Request Confirmation Form component.

3. In the Web Form Editor dialog box, right-click the Request Title field and click Delete.

4. Right-click the [!RequestTitle!] field and click Delete.

5. In the left pane, under Variables, expand Request.

6. Check the following data fields, drag them to the center pane, and then complete the steps in the Build Wizard as follows:

   Check ContractEndDate.	Drag the data field and position it on the form. In the Build Wizard, click FieldBuilder [Sting]. Click Finish.
   Check ContractStartDate	Drag the data field and position it on the form. In the Build Wizard, click FieldBuilder [Sting]. Click Finish.
   Check ADAccountRequired	Drag the data field and position it on the form. In the Build Wizard, click FieldBuilder [Sting]. Click Finish.
   Check CompanyAddress	Drag the data field and position it on the form. In the Build Wizard, click FieldBuilder [Sting]. Click Finish.
   Check CompanyName	Drag the data field and position it on the form. In the Build Wizard, click FieldBuilder [Sting]. Click Finish.
   Check ContractEmail	Drag the data field and position it on the form. In the Build Wizard, click FieldBuilder [Sting]. Click Finish.
   Check ContractName	Drag the data field and position it on the form. In the Build Wizard, click FieldBuilder [Sting]. Click Finish.
   Check ContractPhone	Drag the data field and position it on the form. In the Build Wizard, click FieldBuilder [Sting]. Click Finish.
   Check CostCenter	Drag the data field and position it on the form. In the Build Wizard, click FieldBuilder [Sting]. Click Finish.
   Check EstimatedContractValue	Drag the data field and position it on the form. In the Build Wizard, click FieldBuilder [Sting]. Click Finish.

7. In the form, organize the vendor request fields.

   

8. Edit the labels of the variables to include spaces and colons as follows:

   The users see the labels when they fill out the form.

   • Double-click a label.

   • In the Edit Component dialog box, on the Appearance tab, in the Text box, modify the label.

   • Click OK.

9. Edit the text style of the labels of the variables as follows:

   • Double-click a label.

   • In the Edit Component dialog box, on the Appearance tab, in the Theme Style drop-down list, select a style.

     To duplicate the text style of the Primary Internal Contact label, click .Field Label Required.

   • Click OK.

10. In the Web Form Editor dialog box, click OK.