Sales Invoice is an app that creates an invoice for the products sold. This app provides a form
to enter the details for the invoice. The invoice request is then routed for escalating approvals from the
finance manager. Once it is approved, the invoice is routed for the approval of pending disbursement. At each step,
e-mail notifications are sent with a link to view of the completed form to the person who initiated
the sales invoice request.
Result
When you add the Sales Invoice app from App Store to your
Process Builder, and open the
process,
the process will look like this.
When you complete this example procedure, the finished
process
will look like this.
Step 1: Add Create Record Data Entity Activity
This step shows how to add Create Record activity from AgilePoint Data Entities tab to the
Sales Invoice process to store the data in Data Entity.
In this example, the data entered on the eForms stores in the Sales Invoice data entity.
How to Start
Click App Builder.
On the App Builder Home screen, click All Apps.
On the All Apps screen,
on the Sales Invoice app, click Edit.
On the App Details screen,
hover over the Sales Invoice process model, and click Edit.
Procedure
On the Data Entities
tab
drag the Create Recordactivity onto your process.
On the General Configuration screen, in the Display Name, enterCreate Record.
Click Next.
On the Create Record Configuration screen, in the Entity Name list, select Invoice.
In the Request Mapping field, click Schema Mapping.
On the Schema Mapper screen, map the form fields to entity fields.
.
activity onto your process.
.
