You can run the IT Equipment Request process using InfoPath forms or SharePoint List Forms.
Running the entire process as a local Windows administrator is the simplest way to experience
the IT Equipment Request demo process. When you run the process as Administrator, you can
complete each step without needing to log on as a different user. However, you do not see the
unique views for each users in the AgilePoint Web Parts.
To run the demo process as a local administrator, do the following.
For more information about running the process using multiple users, see
Setting Up Demo Process Users
and
Running the Process as Multiple Users.
Prerequisites
- The AgilePoint
BPMS demonstration environment is installed on your machine.
- You are logged on as the AgilePoint Administrator.
Navigation
- 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.
- Refresh the page.
- 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
- Refresh the page.
- 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
- Refresh the page.
