Running the Process as Multiple Users

Do the following to run the IT Equipment Request process as multiple users.

Prerequisites

Set up demo process users.

Navigation

Log on to the AgilePoint demo machine as Bob.
Open the SharePoint site AgilePoint Demo Site.
- This site opens automatically after you run the AgilePoint Demo Installer.
- Alternately, use the desktop shortcut that is created by the AgilePoint Demo Installer.
Do one of the following:
- InfoPath - Click IT Equipment Request - InfoPath.
- SharePoint ListForms - Click IT Equipment Request - ListForm

Instructions

On the IT Equipment Request page, do one of the following:
- InfoPath - Click Add document.
- SharePoint ListForms - Click Add new item.
Complete the IT Equipment Request form as required.
Do one of the following:
- InfoPath - Click Submit.
- SharePoint ListForms - Click Save
Click the My Tasks tab.
Log on to the AgilePoint machine as Sandy.
Open the SharePoint site AgilePoint Demo Site.
On the task list, find your process. In the Task drop-down, click Open Manager Approval.
Note: Click View Process in the Task drop-down at any time to view the status of the process, such as where it is in the approval or fulfillment phases.
On the approval form, do one of the following:
- InfoPath - Click Approve.
- SharePoint ListForms - Click Approval
Do one of the following:
- InfoPath - Click Submit & Close.
- SharePoint ListForms - Click Save
Log on to the AgilePoint machine as David.
Open the SharePoint site AgilePoint Demo Site.
On the AgilePoint Task List Web Part, find your process. In the Task drop-down, click Open IT Fulfillment.
Note: Click View Process in the Task drop-down at any time to view the status of the process, such as where it is in the approval or fulfillment phases.
On the IT Fulfillment form, do one of the following:
- InfoPath - Ensure Completed is selected.
- SharePoint ListForms - Ensure Processed is selected.
Do one of the following:
- InfoPath - Click Submit & Close.
- SharePoint ListForms - Click Save