Create an account request workflow for a manual service

The first step in this scenario is to create a workflow used whenever an account is requested for the service we created.

In the previous administrator scenario, the administrator created a manual service named LedgerAccount. In this scenario, the service owner of this manual service creates an account request workflow for that service.

To design an account request workflow...

  1. Log in to the administrative console as service owner jowner.

  2. From the navigation tree, select Design Workflow > Manage Account Request Workflows.

  3. On the Manage Account Request Workflows page, in the Account Request Workflows table, click Create.

  4. On the General notebook pageenter:

    Name
    Enter Ledger service approval.

    Description
    Enter Approval for the LedgerAccount service.

  5. From the Service type dropdown list on the General notebook page, select LedgerAccount.

  6. Click the Activities tab. On the Activities page:
    1. In the Select method for defining activities field, select Simple. If to create a different sequence of activities for approval, there is an advanced design.

    2. From the Simple Activities Definition table, select Create an approval activity and then click Go.

  7. On the Approval Activity page, specify the following information and click OK:

    Activity name
    Enter Manager Approval for ledger accounts.

    Approver type
    Select Manager.

    Escalation time in days
    Enter 10. The request escalates to the specified escalation participant when this interval of time expires.

    Escalation participant type
    Select Administrator.

  8. On the Activities notebook page, click OK.

  9. On the Success page, click Close.

Parent topic: Configuration of an approval workflow for a manual service