Part 4: Debugging the process, creating a process profile, and creating a report

Step 1: To run the process in Debug Mode

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

2. In the Workflow Designer toolbar, click the Run Project symbol (bug with green arrow).

3. On the Debugging Form page, in the top section in the left pane, double-click RequestForm.aspx.

   The form opens in a browser.

4. (Optional) Log in to ServiceDesk.

   • Type your credentials in the Login Name and Password boxes.

   • Click Login.

5. Fill out the Create a New Request form. When you are finished, click Continue.

6. On the Review Request page, verify that the information is correct, and then click Submit.

   When your request has been submitted, a Thank you page is displayed.

7. Open Process Manager and click Workflow > Workflow Task List.

   If you installed ServiceDesk on the server, in the Process Manager portal, click My Task List.

8. In the Task Viewer section, expand VendorRequest, and then click VR-000001.1 (ID number link).

   If you do not see the task, refresh the page.

9. On the Process View page under My Actions, you can Approve, Reject, Add Comment, Edit Request, and Reassign Task.

10. In the Documents section, you can view an attachment or add an attachment.

11. In Workflow Designer, on the Debugging Form page, you can verify that the process ran, and view the path that it took.

Step 2: To create a process profile for the new ORM Data Type

1. In Process Manager, click Admin > Data > Lists and Profiles.

2. On the List and Profiles page, under Profile Definitions, click the Add Profile Definition symbol (green plus sign), and then click Add Profile Definition (Existing Table).

3. In the Add Profile Definition dialog box, in the Reference Type drop-down list, click Workflow Process.

4. In the Profile Definition Name box, type VendorRequest.

5. In the Table Name box, type Vendor_Request, and then click Go.

6. In the Select ID Field drop-down, click session_id.

7. In the Select Fields area, select the fields that you want to display.

   For example, check the following options:

   • company_name

   • company_address

   • contract_name

   • contract_email

   • contract_phone

   • contract_start_date

   • contract_end_date

   • a_daccount_required

   • estimated_contract_value

   • cost_center

8. Click Generate.

9. Click Workflow > Workflow Task List.

   If you installed ServiceDesk on the server, in the Process Manager portal, click My Task List.

10. In the Task Viewer section, expand VendorRequest, and then click VR-000001.1 (ID number link).

11. On the Process View page, in the Additional section, you can view the request data for this session.

12. Under My Actions, expand Other Actions, and then click Edit Request.

13. In the Edit Request dialog box, uncheck Create AD Account, and then click Update and Approve.

14. On the Process View page, under My Actions, click Mark Complete.

15. In Workflow Designer, on the Debugging Form page, you can verify that the process ran, and view the path that it took.

Step 3: To create a report for the ORM data

1. In Process Manager, click Reports.

2. On the Reports page, in the Report Categories section, select the category to which you want to add the Vendor Request Report.

3. Click the Add Report symbol (paper with plus sign), and then click Add Standard Report.

4. On the Add Standard Report page, in the Name box, type Vendor Request Report.

5. In the left pane, click Select Data Source.

6. In the Select Data Source dialog box, in the Data Sources drop-down list, click Default, and then click OK.

7. On the Add Standard Report page, in the left pane, under Process Management, click Add Processes to Report.

8. In the Add Process To Report dialog box, click OK.

9. In the right pane, select the fields that you want to display in the report.

   For example, click the following options:

   • Process Ended

   • Process Started

   • Report Process ID

   • Status

10. In the left pane, select the options that you want to use to filter the report.

    For example:

    • To turn the Report Process ID numbers into links, under Units, click Include Process Actions.

      This action creates links to the Process View page that created the entry.

    • To filter the results of the report, under Units, click Report Process ID.

    • In the Report Process ID dialog box, in the ReportProcessID box, type VR-, and then click OK.

11. In the left pane, under Units, click Workflow Profile.

12. In the Workflow Profile dialog box, in the Editor Data drop-down list, click Vendor_Request, and then click OK.

    This action adds the Vendor_Request folder and its associated custom data points that are in the process to the list in the right pane

13. In the right pane under Vendor_Request, select the additional fields that you want to display in your report.

    For example, click the following options:

    • company name

    • contract name

    • cost center

    • estimated contract value

14. (Optional) Rearrange the columns in the report.

    • In the Columns section, select the column that you want to move.

    • To the right of your selection, select one of the arrows to reposition the column in the list.

15. (Optional) Edit the columns in the report.

    • In the Columns section, select the column that you want rename.

    • To the right of your selection, click the Edit symbol (pencil).

    • In the Process dialog box, use the options to edit the column, and then click OK.

16. On the Add Standard Report page, when you are finished, click Save.

17. On the Reports page, in the Report Categories section, click the category in which you added the report.

    In the Reports section, the report appears in the list of reports.