Establishing Support Structure › CA Process Automation Workflow Integration › Create a Start Request Form

Create a Start Request Form

When you create a Start Request Form, you associate it with the process definition and check it in. You include the appropriate keywords in the Start Request Form properties. If the appropriate keyword is missing from the Start Request Form properties, the Start Request Form and its associated process definition fail to appear in CA SDM.

To create a Start Request Form

1. Log in to the CA Process Automation client as an administrative user.
2. Open the CA Process Automation Library and navigate to the path Start Request Form.

   The Start Request Form appears in the right pane of CA Process Automation library.

3. Select the Start Request Form from the list.

   A shortcut menu appears.

4. Select Properties.

   The Library Object Properties page appears.

5. (Optional) Click the General tab and modify the description of the Start Request Form. Add a description that identifies the proper usage of the Start Request Form and the associated Process Definition to the CA SDM Administrator.
6. Click the Keywords tab.

   The Keywords tab is active.

7. Click the ab+ icon.

   A row adds to the empty list.

8. Click the row.

   A blinking cursor highlights the row and indicates the row is ready for typing.

9. Enter one of the following values to associate a keyword to the appropriate ticket area or category. For example, to make a Start Request Form available for a CA SDM request area, enter the pcat keyword.

1. Add a row to the list for each applicable keyword. For example, to make the Start Request Form appear on both request areas and change categories, add one row for the chgcat keyword and another row for the pcat keyword.
2. Click OK.

   CA Process Automation saves the keywords and description and closes the Library Object Properties dialog.

3. Check in the Start Request Form.

   Note: If you fail to check in the Start Request Form, the form fails to appear in CA SDM.

   The CA Process Automation Start Request Form information appears on the CA SDM Start Request Form List. The CA SDM administrator can associate the CA SDM Start Request Form with the Process Definition, on a Request Area, Change Category, or Issue Category Detail page.

   The following Start Request Form items appear in CA SDM:

   Start Request Form Name

   Appears on the Request Areas, Change Categories, and Issue Categories list pages.

   Start Request Form Reference Path

   Appears on the Request Areas, Change Categories, and Issue Categories list pages.

   Start Request Form Description

   Appears on the Request Areas, Change Categories, and Issue Categories list pages. The text in this field describes how the Start Request Form is appropriate for selection on a particular Request Area, Change Category, or Issue Category.