LiveCycle Workbench ES Help

Creating Your First LiveCycle ES Application > Creating a Process > Editing your process version for the mortgage application process > Setting operation properties in your process version

Setting operation properties in your process version

Each operation you dragged onto the process diagram has several properties that can be configured. You will configure operation properties to change the way an operation executes. For instance, when the Assign Task operation executes, it will require a form that is specified by a variable in the process version.

To set the Loan Officer operation properties:

1. In the process diagram, select the Loan Officer operation.
2. In the Properties view, click the Initial User Selection category and, in the Select Initial User area, select Assign To Specific User.
3. Click Browse. The Select User dialog box appears.
4. In the Search Type list, select User Name, and then click Find.
5. In the Results pane, select Alex Pink and click Add. Alex Pink appears in the Selected User pane.
6. Click OK.

   The Initial User Selection category should look like this illustration:

   

7. In the Properties view, click the Task Instructions category and, in the Task Instructions list, select Literal Value.
8. In the box below the Task Instructions list, type Approve or decline loans..

   The Task Instructions category should look like this illustration:

   

9. Click the Form Data Mappings category and perform the following tasks:
   • In the Input Form Variable box, type /process_data/LoanForm.
   • In the Output Form Data list, select Variable and, in the list below Output Form Data, select LoanForm.

   The Form Data Mappings category should look like this illustration:

   

10. Save the process version.

To set the Bank Manager operation properties:

1. In the process diagram, select the Bank Manager operation.
2. In the Properties view, click the Initial User Selection category and, in the Select Initial User area, select Assign To Specific User.
3. Click Browse. The Select User dialog box appears.
4. In the Search Type list, select User Name, and then click Find.
5. In the Results pane, select Tony Blue and click Add. Tony Blue appears in the Selected User pane.
6. Click OK.
7. In the Properties view, click the Task Instructions category and, in the Task Instructions list, select Literal Value.
8. In the box below the Task Instructions list, type Approve or deny loans..
9. Click the Form Data Mappings category and perform the following tasks:
   • In the Input Form Variable box, type /process_data/LoanForm.
   • In the Output Form Data list, select Variable and, in the list below Output Form Data, select LoanForm.
10. Save the process version.

You have set the operation properties for the loan officer, and bank manager.

Click to continue: Drawing routes in your process diagram

Adobe LiveCycle ES Update 1

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