Using Workflow as a Request Category in Request Modeler:

Canvas enables you to use your own customized workflow as a Request Category in Request Modeler. To make use of your own customized workflow as a Request Category in Request Modeler, perform the following steps:

1. On the home page of Canvas Studio, click Create>Request. For more information on creating a request, refer Creating Library Request.

1. Select the newly created workflow that appears automatically in the Request Category drop-down list, e.g. NEW WORKFLOW.

1. To configure Request Modeler, refer the pages of Configuring Request Modeler and Creating Library Request. Click Save to save the request.

Once the request gets saved, the Workspace Menu Selection page appears.

1. Click the Workspace Id field and select a workspace of your choice from the list of existing workspaces.

1. Once the proceedings get completed, click Save.

A confirmation message, indicating a successful save appears.

1. Log on to the functional application (e.g. Modelhouse) using your credentials.

1. On the home page of the application, select the workspace, in which the workspace menu was created, e.g. New Workspace.

1. Click the New Request menu.

The Create Request window appears.

1. Enter the relevant values in the relevant fields and click Submit.

Since the workflow did not consist of pre-confirmation and authorization activities, the entered data gets submitted directly without involving the process of authorization and validation. A confirmation message, indicating a successful completion of the request appears.

1. Click Ok.

Editing a Workflow:

To edit a workflow, perform the following steps in Canvas Studio:

1. On the home page of Canvas Studio, click Request Category.

The Request Category page appears.

1. Right-click the workflow of NEW_WORKFLOW and click the Edit Request Category option.

1. Edit the workflow based on your needs and requirements.

1. Click icon to save the edited workflow.

A message box appears, stating that the pending transactions, associated with the requests, involving the current workflow will be moved to the Reject status, so as to ensure that the mechanism on processing requests is carried out in a viable and significant manner. The Status Code is an editable field and you can make relevant changes to it, in accordance with your needs and requirements.

1. To submit the edited workflow, click Submit.

A confirmation message, indicating a successful save, appears.

1. Click Ok.

Deleting a Workflow:

To delete a workflow, perform the following steps in Canvas Studio:

1. On the home page of Canvas Studio, click Request Category.

The Request Category page appears.

1. Right-click the workflow of STATE_FLOW3644 and click the Delete Request Category option.

A message box, prompting for the deletion of the workflow appears.

1. Click Yes.

A confirmation message, indicating the successful deletion of the workspace appears.

1. Click Ok.