Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

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

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.

To initiate a request, perform the following steps: 

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



  2. Access the workspace, in which the workspace menu was created, e.g. ACCOUNT SUMMARY DETAILS. 



  3. Click the ADD BENEFICIARY menu.



    The Create Request screen appears. 



  4. Enter the values as shown in the following table:

    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. 

    Fields

    Values

    BENE_ID

    2441177662

    BENE_NAME

    FREDERICK

    BENE_ACC_NO

    355512489160

    CURRENCY

    INR

    BANK_NAME

    CITI

    BRANCH_NAMEALWARPET
    PAYMENT_TYPEDOMESTIC FUND TRANSFER
    BENE_CITYCHENNAI
    BENE_ADDRESSADYAR, CHENNAI
  5. Click Submit.



  6. In the pre-initiation window, check the field values provided for the request before submitting it:

    You can also save this request as a draft for processing it later or go to the previous window and edit the details provided or cancel the request. The Reference No, Maker Name, and Maker Date fields will be auto-populated and provide the request creation related details. 

    1. Click Submit. 



    A confirmation message, indicating a successful submission of the request, appears. 



  7. Click Ok.

  8. Click the profile icon on the top right side of the screen and proceed to click Logout.

  • No labels