Create and Configure a Process Variant

In the Process Flexibility Cockpit, navigate to My Live Processes section and choose Sample Capital Expenditure Approval Process tile.

Choose the Process Variants tile.

Choose New Process Variant.

Provide High Value Investments as the Name. Then choose Create.

The Process dropdown is preselected as Sample Capital Expenditure Approval Process. This process refers to the template from which the new variant will be created. A template contains the process steps that are used to configure the different process variants based on business needs.

The new process variant is now created with the given name and default description. Choose the newly created High Value Investments process variant tile.

You are now in the Manage Process Variants view.

In the Manage Process Variants view, add a new approval step to the template by dragging the Approval tile from Available Steps and drop it after the Local Manager Approval step.

Choose the new approval step that opens the Step Properties

In the Step Properties section, modify the name of the step to CFO Approval.

Choose the Details tab, then change the Role Name to CFO and Approval Step to CFO.

In the Details section, you should provide information on the role of the persona that should perform the approval task.

Save and Activate the process variant.

Navigate to the Workflow Management home screen.