Option Pack › Option Pack Workflow › How to Configure Workflow › Create a WorkPoint Process

Create a WorkPoint Process

Option Pack Workflow triggers the WorkPoint process specified when it needs to send an work item to the desired approver.

Creating a WorkPoint process

1. In WorkPoint Designer, open the process named ACEDefaultProcess.
2. Save this process with a different name. This is the name you use when configuring the Option Pack Workflow process.
   Note: Do not change the original process; it can be used for future process creation.
3. Click the first step, Approve ###.
4. Change the name of this step in the process. This is the name shown in the approver's To Do list, so it must be meaningful to the process.
5. Go to User Data and update the value of the TASK_TAG to the name of the approval task you created.
6. Save the process.
7. Restart the application server.

Note: If there are multiple environments, a single process can be used by two workflow configurations running from the different environments. However, because the approval task name is mentioned in the WorkPoint process, create the approval task in both environments, using the same name.