Establishing Support Structure › CA Process Automation Workflow Integration › How to Create a Process Definition

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How to Create a Process Definition

When you create the process definition, you populate CA Process Automation with content to appear in CA SDM. You use the CA Process Automation graphical process designer to create, test, and check in a process definition. From CA SDM, you can also create macros to initiate CA Process Automation processes.

Note: For information about creating CA Process Automation macros, see the Online Help.

To create a process definition in CA Process Automation, do the following:

  1. Log in to the CA Process Automation client as an administrative user.
  2. Use the CA Process Automation graphical process designer to create, test, and check in a process definition. When you work with the process definition, use the instructions in the CA Process Automation user documentation.

    Note: If you fail to check in the process definition before attempting to use it, the workflow cannot operate properly in CA SDM.

    The following process definition items are available in CA SDM:

    Process Name

    Appears on the Request Area, Change Category, and Issue Detail page. The process name also appears on the Workflow Tasks tab of a ticket. The process name describes the process definition to CA SDM to Analysts and other users who manage tickets.

    Process Reference Path

    Appears on the Request Area, Change Category, and Issue Detail pages. The Process Reference Path also appears on the ticket Workflow Tasks tab. The Process Reference Path can be useful to describe the purpose of the process to end users. For example, "/Processes/Approval" is not helpful. Instead, a reference path like "/Office Supplies/Approvals/Over-200-USD" describes the workflow to manage orders that exceed $200 US dollars.

    Process Log Messages

    Appears on the CA SDM ticket Workflow Tasks tab. By default, a record of activities stores with the process instance. Process log messages have the Process category. A process designer can create custom messages to appear on the Workflow Tasks tab of a CA SDM ticket.

    Note: For information about configuring the caextwf_log_categories option to manage log messages, see the Implementation Guide.