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This example shows the user how to use ProcessMaker I/O API for the most common organization business process. This example describe on boarding process for the new customer
On-boarding Process Example
This diagram describe on boarding process for the new customer
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Activity name | Activity type | Activity description | Forms |
|---|---|---|---|
| Manual request | Empty start event | Requester ask about new access and fill Manual request Form | Manual Request |
| API request | Message start event | Onboarding process can be started from 3d part API | |
| Record customer | User task | In this form user needs to define the workflow requirement. | Record Form (Google Form) |
Validate Workspace | User task | This task is for the validators, they need to define 2 main aspects: 1) requested workspace id is not taken, 2) a valid license file should be uploaded. | Validate workspace form |
Create Production Workspace Create Sandbox Workspace Create Development Workspace | Service task | These tasks can be performed depending of the initial request to create the workspace with requested information. | |
| Generate Summary | Script task | This activity is executed by ProcessMaker I/O engine an is a script to generate a PDF with the information about the workspaces and credentials. | |
| Verify Onboarding Data | User task | This activity is created to validate for the same user has approved all information generated by the other activities. | Verify Onboarding Data |
Messages
Message Title | Item | Type | Content |
|---|---|---|---|
Notification to requester | "Verify Onboarding Data" User Task /Notify Requester Message event | email message | Hello {{Requester name}}, You request was approved and implemented. A workspaces for {{ClientName}} was created Please find the summary document with Credential report in the attachment Best regards! |
Notification to supervisors | "Validate workspace" User task /Notify Supervisor Message event | email message | Hello {{Supervisor name}}, We just wanted to inform you , that {{Requester name}} request for creating workspaces for {{ClientName}} wasn't validated during dedicated time Best regards! |
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