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Add a Post-Processing Directive

1. From the New menu, select New Post-Processing.

3. In the Group field, enter XXX (where XXX are your initials). 4. Click Design to launch the BPM Workflow Designer.

5. In the workflow items tollbar, click the Condition icon and drag it to the workflow pane of the Designer, below the Start item.

6. Click your mouse, select any of the Start connector symbols, drag the line and point it to any of the Condition element entry points.

7. In the workflow, click the Condition item.

8. In the Condition pane at the bottom, click the Add Line icon.

9. In the Condition field, invoke the list and select this directive has been enabled from the specified directive.

10. In the Condition text, click specified.

11. In the Stage field, verify Pre (Pre-Processing directive) is selected.

12. In the Directive field, select XXX Condition Test to Remove Hold (where XXX are your initials) and click OK.

This way, you specify which pre-processing directive enables the post-processing directive you are currently configuring.

Add an Action

1. In the workflow items tollbar, click the Remove Holds icon and drag it to the workflow pane of the Designer, below the Condition item.

2. Click the Condition's True exit outbound connector (found on the left) and connect it to any of the Remove Holds entry points.

3. Click the Remove Holds item.

4. Verify the Action displays Remove holds of the specified type. 5. In the Action text, click specified.

6. In the Hold Type field, select XXX Customer Review (where XXX are your initials) and click OK. Recall you created this hold type at the beginning of this workshop.

7. Click Validate and verify the BPM reports no errors. 8. Click Save and Exit to return to Method Directives. 9. Select the Enabled check box.

Add a Post-Processing Directive

Add a Post-Processing Directive to set the hold.

1. From the New menu, select New Post-Processing.

2. In the Directive Name field, enter XXX Place Customer on Hold (where XXX are your initials). 3. In the Group field, enter XXX (where XXX are your initials).

4. Click Design to launch the BPM Workflow Designer.

5. In the workflow items tollbar, click the Condition icon and drag it to the workflow pane of the Designer, below the Start item.

6. Click your mouse, select any of the Start connector symbols, drag the line and point it to any of the Condition element entry points.

7. In the workflow, click the Condition item.

8. In the Condition pane at the bottom, click the Add Line icon.

9. In the Condition field, invoke the list and select this directive has been enabled from the specified directive.

10. In the Condition text, click specified.

11. In the Stage field, verify Pre (Pre-Processing directive) is selected.

12. In the Directive field, select XXX Condition Test to Set Hold (where XXX are your initials) and click OK. This indicates the directive should execute after the Condition Test to Set Hold directive executes.

Add an Action

1. In the workflow items tollbar, click the Attach Hold icon and drag it to the workflow pane of the Designer, below the Condition item.

2. Click the Condition's True exit outbound connector (found on the left) and connect it to any of the Attach Hold entry points.

3. Click the Attach Hold item.

4. Verify the Action displays Attach hold of the specified type. 5. In the Action text, click specified.

6. In the Hold Type field, select XXX Customer Review (where XXX are your initials). 7. In the Comment field, enter BPM Hold - Customer.Update and click OK.

8. Click Validate and verify the BPM reports no errors. 9. Click Save and Exit to return to Method Directives.

10. Select the Enabled check box. 11. Click Save.

Add a Method Code

1. Navigate to the Detail sheet. 2. Click the Method Code button.

3. In the Search by Business Object section, verify Product is selected. 4. In the Business Object field, select SalesOrder.

5. Click Search.

6. Select ChangeCustomer and click OK.

The method defaults to Erp.SalesOrder.ChangeCustomer. 7. Click Save.

Add a Pre-Processing Directive

1. From the New menu, select New Pre-Processing.

2. In the Directive Name field, enter XXX Customer Sales Order (where XXX are your initials). 3. In the Group field, enter XXX (where XXX are your initials).

4. Click Design to launch the BPM Workflow Designer.

5. In the workflow items tollbar, click the Condition icon and drag it to the workflow pane of the Designer, below the Start item.

6. Click your mouse, select any of the Start connector symbols, drag the line and point it to any of the Condition element entry points.

7. In the workflow, click the Condition item.

8. In the Condition pane at the bottom, click the Add Line icon.

9. In the Condition field, invoke the list and select the hold of the specified type is attached to the business object.

10. Click specified type is attached to the business object. The Select Business Object window displays.

11. Expand the following nodes: Erp.SalesOrder > Objects, linked with the object "Erp.Sales Order" > via OrderHed.

13. In the Hold Type field, verify XXX Customer Review (where XXX are your initials) and is attached populates.

14. In the Select Business Object window, click OK.

This indicates the directive should execute when the ChangeCustomer method is called and the customer on the order is on Customer Review hold.

Add an Action

Define an action to display an exception message.

1. In the workflow items tollbar, click the Raise Exception icon and drag it to the workflow pane of the Designer, below the Condition item.

2. Click the Condition element.

3. On the left side of the Condition element, verify True displays.

4. Select the True exit point, drag the line and point it to any of the Raise Exception element entry points. 5. Click the Raise Exception element.

6. In the Actions pane, verify raise exception based on the designed template displays. 7. Select designed to launch the Design Exception Template window.

8. In the Name field, enter Customer Hold.

9. In the text box, enter This customer is on hold because a required field has not been entered - BPM. This action executes when the Customer.Update method initiates and specified conditions are met. 10. In the Design Exception Template window, click OK.

11. Click Validate and verify BPM reports no errors. 12. Click Save and Exit to return to Method Directives. 13. Click the Enabled check box.

14. Click Save.

15. Minimize the Method Directives window.

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