Versions Compared

Version Old Version 16 New Version 17
Changes made by

Lakshminarayanan1 S CTOO (Unlicensed)

Lakshminarayanan1 S CTOO (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

After configuring the micro-flow (request) in Canvas Studio, the request needs to be initiated in the web application.

Tip

A brief overview on initiating a request in the web application is provided as follows: 

  1. Log on to your web application using relevant credentials.  
  2. Access the relevant workspace, in which the workspace menu was created. 
  3. Proceed to click the workspace menu. 
  4. In the Create Request screen, provide appropriate details in the relevant fields. 
  5. Click Submit. 
  6. In the pre-initiation screen, click Submit to submit the initiated request. 


The step-by-step procedure to initiate a micro-flow (request) in the web application is listed as follows:

1. Log on to the web application using your credentials. 

Note

The users can initiate, view, edit, approve or reject only based on the entitlements provided for them. In the following example, the user is entitled with initiate privilege alone. See User Entitlement for more details.


Image Modified

2. Access the workspace, in which the workspace menu was created. 

Image Modified

3. Click the Add Beneficiary menu. 

Image Modified

4. In the Create Request screen, enter the values as shown in the following table: 

Note

As per the Business Key configuration provided while creating the request, the Request Modeler evaluates the CURRENCY field to determine the number of authorization levels required for the request.


FieldsValues
BENE_ID2441177662
BENE_NAMEFREDERICK
BENE_ACC_NO355512489160
CURRENCYINR
BANK_NAMECITI
BRANCH_NAMEALWARPET
PAYMENT_TYPEDOMESTIC FUND TRANSFER
BENE_CITYCHENNAI
BENE_ADDRESSADYAR, CHENNAI

...