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ORACLE Cloud Test Drive

Lab 2: Working with Process Forms in Experience Cloud

1. Introduction

In this lab we will look into how we can configure a process form into a Experience Cloud Page.

2. Import Sample Process

  1. Login to your Process Cloud instance

Note: Use your username and the password to login

  1. Click on Get Started
  1. On the center menu click Create > Import > Import Application

  1. A dialog menu will appear Choose the CustomerBlog.exp file you should download from here (CustomerBlog.exp)

  1. Provide the Name (eg. CustomerBlog), Select Space (default: My Space) and click Import

Once the import is completed you will see the following message

  1. Next we want to do is to deploy the imported process. Click on the "CustomerBlog" (or the name you've given) to open the CustomerBlog Process in the Process Composer shown in the next image.

  1. In the process composer, click on Activate icon. You will see the following message "No version has been deployed". Now click on "Deploy new Version" button

  1. Enter the User Credentials as shown in the picture below. Select checkbox, "Remenber Me", click OK

Note: Use the password that has been assign to you.

  1. Select Version you want to deploy. Click on the dropdown and choose "Last Published Version". Click Customize.

  1. Keep the Default settings and click Validate.

  1. You will be prompted "Application successfully validated!". Click Options.

  1. For Revision id enter 1, and click Deploy button.

  1. Now you have successfully deployed the Application. Click Finish button.

You screen should look as followed.

Click on "Close Application" top right corner of the Process Composer screen

  1. Next, we will configure the participants for the process application. In order to do this navigate to Configure on your Process Cloud home page.

15 On the left menu navigate to Organization > Manage Roles. You will see on the right hand side a list of roles.

  1. Now find and select the role CustomerBlog.Analytics Viewer and click on Add Member.

  1. In the dialog screen find the user bala.gupta click search. You will see the user balagupta apear on the result screen, now select bala.gupta and click OK. Bala Gupta should be added as one of the Members.

Now click Save to save the changes.

  1. Perform the same steps for the following two roles
  • CustomerBlog.Process Owner
  • CustomerBlog.Process Reviewer

  1. Once completed, navigate to your process cloud home screen. Click on the Home button on the top navigation menu.

  2. You can now see your deployed process application on the left hand side.

  1. You can start your application bu clicking on the "CB" application icon.

(try out your application)

Next is to add this application to the cafe supremo microsite.

3. Preparing your Site in Experience Cloud

Before we can run the process application in Cafe Supremo we will need to enable Cafe Supremo to be a secure site.

Login to CECS:

Note: Use bala.gupta user and the provided password to login

  1. Navigate to Experience > Sites. Make sure you're site is offline. A greyed-out checkbox should appear on the CafeSupremo site widget bottom corner.

Note: If your site is not off-line, take your site off-line by clicking on the GREEN checkbox. Follow the instructions on the dialog window.

  1. Select the Cafe Supremo widget and click on the Share menu button.

  1. Select Site Security in the Share dialog window. Change the Login Required radio button to Yes and keep the default settings.

  1. Click DONE

Now the cafe supremo site is set to require login.

  1. Next, we take the site back online. Select cafe supremo site and click on Change Status. Follow the instructions on the dialog window.

Next, we will edit the Cafe Supremo site, create a new page and place a process component into the page.

  1. Select Cafe Supremo widget, click edit. Provide a name for the update, (eg. v1). A new browser tab will open with the sites builder interface.

  1. Click edit to switch to edit mode. Click on Add Page and fill out:

  • Page Name: CustomerBlog
  • Page Layout: default.html
  1. Click close (top right corner)

The empty newly created page will now appear.

  1. Navigate to Add >> Components (Plus Icon) on the left. Scroll down to the Process section of the components menu and Drag&Drop the Process Start Form component to the drop area as shown illustrated below.

  1. On the header of the componen click on the hamburger menu and select Settings.

  1. In the dialog window click Custom Settings. A new dialog window will appear.

  2. For start forms select Production. For start form select CustomerBlog:1.Form Approval Process:Submit request

  3. Check the following check boxes:

  • Show submit confirmation
  • Show Save button
  • Show Discard button
  • Show Attachements

  1. Click on the (x) top right corner of the dialog box to close both dialog boxes.

  2. The page will show the process form you've configured. Click on SAVE to save the changes.

  3. Click on Publish to publish your updates. The site builder browser tab will be closed and you'll be taken back to Experience home page.

4. Run the Scenario

Now you are ready to check the results.

  1. Navigate to Experience >> Sites click on the CafeSupremo link in the CafeSupremo widget. The site will now be opened in a new browser tab. Navigate to the page you've created and fill out the form and submit.

  1. To check the results, login to your process cloud.

  1. Click on Work on Tasks and select the most recent task that has been assigned to.

  2. Review if the information is correct, click Approve

Congratulations you have completed the Lab!

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