Procedure

1. Click Menu → Design → Projects, then click Mortgage Process.
2. Input Applicant.java in to the project’s asset search box and click the Applicant data object.

3. Review the Applicant data object fields.

   

Procedure

1. Click Menu → Design → Projects, then click Mortgage Process.
2. Input Bankruptcy.java in to the project’s asset search box and click the Bankruptcy data object.

3. Review the Bankruptcy data object fields.

   

Procedure

1. Click Menu → Design → Projects, then click Mortgage Process.
2. Input IncomeSource.java in to the project’s asset search box and click the IncomeSource data object.

3. Review the IncomeSource data object fields.

   

Procedure

1. Click Menu → Design → Projects, then click Mortgage Process.
2. Input LoanApplication.java in to the project’s asset search box and click the LoanApplication data object.

3. Review the LoanApplication data object fields.

   

Procedure

1. Log in to Business Central and click Menu → Design → Projects, then click Mortgage Process.
2. Click Add Asset → Business Process.

3. Enter the following values:

   • Business Process: MortgageApprovalProcess
   • Package: Select com.myspace.mortgage_app
4. Click Ok. The diagram editor opens.
5. In the upper-right corner, click the Diagram properties icon.
6. Scroll down and expand Process Data and click in the Process Variables section.

7. Enter the following values:

   • Name: application.
   • Data Type: Application [com.myspace.mortgage_app]
8. Click Save, then Save, to confirm your changes.

Procedure

1. Click on the start event and create an outgoing connection from the start event to an exclusive gateway.

   

2. Create an outgoing connection from the exclusive gateway to a task.

   

3. Convert the new task to a business rule task.

   
4. Click on the business rules task and enter Validation in the Name field of the Diagram properties panel.
5. Expand Implementation/Execution, select validation in the Rule Flow Group field.

6. Define the following Java expression in the On Exit Action field :

   System.out.println(application.getProperty());

7. Scroll down and expand the Data Assignments section and click next to Assignments.

8. In the Validation Data I/O window, click Add to create the following assignments:

   
9. Click Save.
10. In the diagram editor, click Save, then Save, to confirm your changes.

Procedure

1. Click on the Validation task and create an outgoing connection to an exclusive gateway.

   

2. Create an outgoing connection from the exclusive gateway to a new business rule task.

   

3. Click the created connection.

   
4. In the Diagram Properties panel, input Invalid in the Name field.

5. Expand Implementation/Execution, and enter the following Drools condition expression:

   • Condition Expression: ValidationErrorDO()
   • Condition Expression Language: drools
6. Click on the business rule task and enter Retract Validation in the Name field of the Diagram properties panel.
7. Expand Implementation/Execution and enter error in the Rule Flow Group field.

8. Create an outgoing connection from the Retract Validation task to a new user task.

   
9. Click the user task and in the Diagram Properties panel, input Correct Data in the Name field.

10. Expand Implementation/Execution and enter:

    • Task Name: CorrectData
    • Groups: broker
11. Click next to Assignments. In the Correct Data Data I/O window, click Add to create the following assignments:

12. In the Correct Data Data I/O window, click Add to create the following assignments:

    
13. Click Save.
14. In the diagram editor, click Save, then Save, to confirm your changes.

15. Connect the Correct Data back to the first exclusive gateway. Your workflow should look similar to the following diagram:

    

Procedure

1. Return to the second exclusive gateway. Create an outgoing connection to a business rule task.

   
2. Click the created connection and in the Diagram Properties panel, input Valid in the Name field.

3. Expand Implementation/Execution, select and enter:

   • Condition Expression: not ValidationErrorDO()
   • Condition Expression Language: drools
4. Click the created business rule task and in the Diagram Properties panel, input Mortgage Calculation in the Name field.
5. Expand Implementation/Execution, select and enter mortgagecalculation in the Rule Flow Group field.

6. Click next to Assignments. In the Mortgage Calculation Data I/O window, click Add to create the following assignments:

   
7. Click Save.

8. Click on an empty space on the canvas, scroll down, expand Process Data, and click next to Process Variables. Enter the following values:

   
   • Name: inlimit
   • Date Type: Boolean

9. Create an outgoing connection from the Mortgage Calculation task to a user task.

   
10. Click on the user task and enter Qualify in the Name field.

11. Expand Implementation/Execution and enter:

    • Task Name: Qualify
    • Groups: approver

    • Click next to Assignments. In the Qualify Data I/O window, click Add to create the following assignments:

      
12. Click Save. Above the canvas, click Save, then Save, to confirm your changes.

13. Create an outgoing connection from the Qualify task to an exclusive gateway.

    1. Click on the GATEWAYS icon in the node panel.
    2. Click on Exclusive and drag it to the right of the Qualify task.
14. Create an outgoing connection from the exclusive gateway and connect it to a user task.

15. Click the connection, name it in Limit and define the following Java Condition expression:

    return inlimit;

    

16. Click the user task and define:

    • Name: Final Approval
    • Task Name: finalapproval
    • Groups: manager

17. Click next to Assignments. In the Final Approval Data I/O window, click Add to create the following assignments:

    
18. Click Save. Above the canvas, click Save, then Save, to confirm your changes.

Procedure

1. Create an outgoing connection from the Final Approval user task and connect it to an end event.

   
   

2. Return to the exclusive gateway that connects with the Final Approval user task. Create a second outgoing connection and connect it to a new user task.

   

3. Click the connection, name it Not in Limit and define the following Java expression:

   return !inlimit;

   

4. Click on an empty space on the canvas, scroll down, expand Process Data, and click next to Process Variables. Enter the following values:

   • Name: incdownpayment

   • Data Type: Boolean

     

5. Click the created user task and define:

   • Name: Increase Down Payment
   • Task Name: incdown
   • Groups: broker

   • Click next to Assignments. In the Increase Down Payment Data I/O window, click Add to create the following assignments:

     
6. Click Save. Above the canvas, click Save, then Save, to confirm your changes.

7. Create an outgoing connection from the Increase Down Payment task to an exclusive gateway.

   1. Click on the GATEWAYS icon in the node panel.
   2. Click on Exclusive and drag it to the right of the Increase Down Payment task.

8. Click on the Create Sequence Flow icon to create a connection to the exclusive gateway.

   

9. Create an outgoing connection from the exclusive gateway and connect it to an end event. Then, click the connection, name it Down payment not increased, and create the following Java expression:

   return !incdownpayment;

10. Create an outgoing connection from the exclusive gateway and connect it to the first exclusive gateway. Then, click the connection, name it Down payment increased, and create the following Java expression:

    return incdownpayment;

11. Above the canvas, click Save, then Save, to confirm your changes.

Procedure

1. Click Menu → Design → Projects, then click Mortgage Process.
2. Click the CreditApproval guided rule.

3. Review the CreditApproval guided rule’s WHEN and THEN conditions and values.

   

Procedure

1. Click Menu → Design → Projects, then click Mortgage Process.
2. Click the Bankruptcy history guided rule.

3. Review the Bankruptcy history guided rule’s WHEN and THEN conditions and values.

   

Procedure

1. Click Menu → Design → Projects, then click Mortgage Process.
2. Click the Underage guided rule.

3. Review the Underage guided rule’s WHEN and THEN conditions and values.

   

Procedure

1. In Business Central, go to Menu → Manage → Process Instances.

2. On the Manage Process Instances page, click the filter icon on the left of the page to expand the Filters pane.

   This pane lists the following process attributes which you can use to filter process instances:

   • State: Filter process instances based on their state (Active, Aborted, Completed, Pending, and Suspended).
   • Errors: Filter process instances by errors.

   • Filter By: Filter process instances based on Id, Initiator, Correlation Key, or Description attribute.

     1. Select the required attribute.
     2. Enter the search query in the text field below.
     3. Click Apply.
   • Name: Filter process instances based on process definition name.
   • Start Date: Filter process instances based on their creation date.
   • Last update: Filter process instances based on their last modified date.

Procedure

1. In Business Central, go to Menu → Manage → Process Instances.
2. On the Manage Process Instances page, click on Advanced Filters icon.
3. In the Advanced Filters pane, enter the name and description of the filter, and click Add New.
4. Select an attribute from the Select column drop-down list, for example, processName. The content of the drop-down changes to processName != value1.
5. Click the drop-down again and choose the required logical query. For the processName attribute, choose equals to.

6. Change the value of the text field to the name of the process you want to filter.

   Note

   The name must match the value defined in the business process of the project.

7. Click Save and the processes are filtered according to the filter definition.

8. Click on the star icon to open the Saved Filters pane.

   In the Saved Filters pane, you can view all the saved advanced filters.