RoadmapFrends

How to create a Process from a Template

The basic operation in BAP, apart from running the Processes.

Templates are available to specific organizations via template tags. If you feel a template is missing or should be available in an organization, please contact a portal admin.

Creating a Process from a Template

  1. Click on "Integration catalog" and select a template.

Integration catalog contains all the Templates available to your organization.

  1. Follow the onboarding steps for the selected template.

Selecting a Template shows a preview of the Process, as well as option to take it into use.

  1. Give your process a name, and fill-in any variable values, then click "Continue"

Process settings from a Template.

  1. The process is now created and awaiting execution.

Deploying and Running the Process

  1. Click the "Execute trial run". Clicking this repeatedly will execute the process multiple times in the test agent group.

  2. To deploy it to the production agent group click on the "Continue" button.

When creating a Process from Template, a trial run can be made in test environment.

  1. Then "Deploy to use".

After deployment, the Process will be executed in production.

NOTE: Only Processes that have been deployed to the Production Agent Group are visible in the "My Integrations" list of deployed Processes.

My integrations displays the Production-deployed Processes only.

REMINDER: Processes that are not deployed to the Production Agent Group, will be deleted from the system.

PreviousSingle Sign-OnNextHow to use pre-created Processes

Last updated

Was this helpful?