Request New Item Flow/Funtionality

Jimmie Smith

My users are looking implement the "Request New Item" form and flow, however I cannot find any documentation on how to set up this and what the anticipated flow is and does.  I opened a help ticket and they told me I needed professional services for this.  Has anyone in this community implemented this form?  If so can you share the setup steps for this and the out of the box IPA used for the approval flow? 

I need to be able to discuss flow options/expectations for this with my users but I cannot find anything on this.

ccavaliere

Hey Jimmie,

The name of the process is called RequestNewItem and can be found by accessing Process Server Admin > Configuration > Process Definitions > Application Defined Processes.  The form should be delivered as available via the Requester_ST & Buyer_ST roles, when you submit a request a work unit is created and is routed to the user setup with a PFI task of "ItemFinalApprover" for approval. I hope this helps!