Build the Purchase Request Process Flow

Create the PurchaseRequestProcessing Process that routes a Purchase Request through approval, revision, and procurement.

Create the Process diagram

Create a new Process definition in Lowgile Studio.

1. Go to Design → Object Types → Process.
2. Add a new Process and name it PurchaseRequestProcessing.

The Process Editor opens with a Default Process Diagram. Let’s modify this placeholder diagram to build the Purchasing Process.

3. Delete the default Hello World task and its connectors.

1. Add and configure the swimlanes

For each swimlane, the Name identifies the participant and the Assignee expression determines which role can perform the tasks inside it.

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Tip

Prefer a visual walkthrough? This short video demonstrates the complete sequence of adding and naming swimlanes.

▶ Video: Adding and Naming Swimlanes

1.1. Rename and configure the Requester swimlane

1. Select the existing Initiator swimlane.

2. In the Properties panel, set:

Property	Value
Name	Requester
Assignee	return { users: [], groups: [], roles: [This.$Roles.Requester], }

3. Save your changes before continuing.

1.2. Add and configure the Approver swimlane

1. On the right side of the process diagram, click the Add lane below icon.
2. Select the new swimlane.
3. In the Properties panel, set:

Property	Value
Name	Approver
Assignee	return { users: [], groups: [], roles: [This.$Roles.Approver], }

4. Save your changes before continuing.

1.3. Add and configure the Procurement swimlane

1. Click the Add lane below icon to create the third swimlane.
2. Select the new swimlane.
3. In the Properties panel, set:

Property	Value
Name	Procurement
Assignee	return { users: [], groups: [], roles: [This.$Roles.Procurement], }

4. Save your changes before continuing.

2. Add the Process variable

The PurchaseRequestProcessing Process uses request to carry the submitted Purchase Request between task screens.

1. Open the Variables tab at the top of the Process Editor.
2. Click + Add new variable, then configure it as follows:

Name	Context	Type	Default expression
request	Input	This.PurchaseRequest	(leave blank)

3. Save your changes before continuing.

3. Add and configure the User Tasks

Add a single User Task to each swimlane and configure its properties.

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Tip

For more information about how task outputs and output handlers select Process routes, see How task outputs select a route.

3.1. Add and configure the Approve PR task

1. Select the Approver swimlane.
2. Add a new User Task.
3. In the Properties panel, set:

Tab	Property	Value
Properties	Name	Approve PR
	Screen	Purchasing.PurchaseRequestApprove
Inputs	request	process.request
Output handlers	submit	process.request.comment = data.comment return data.isApproved ? "approve" : "reject"

4. Save your changes before continuing.

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Attention

If the Inputs or Output handlers tabs do not appear after assigning the task screen, see User Task Inputs and Output Handlers Do Not Appear.

3.2. Add and configure the Revise PR task

1. Select the Requester swimlane.
2. Add a new User Task.
3. Configure the task as follows:

Tab	Property	Value
Properties	Name	Revise PR
	Screen	Purchasing.PurchaseRequestUpdate
Inputs	request	process.request
Output handlers	submit	process.request = data return "resubmit"

4. Save your changes before continuing.

3.3. Add and configure the Request Quotation from Vendors task

1. Select the Procurement swimlane.
2. Add a new User Task.
3. Configure the task as shown in the following table.
4. Save the Process, then reselect the Request Quotation from Vendors task before configuring the Inputs and Output handlers shown in the table below.

Tab	Property	Value
Properties	Name	Request Quotation from Vendors
	Screen	PurchaseQuotationCreate
Inputs	request	process.request
Output handlers	submit	return "sendRequest"

5. Save your changes before continuing.

Related concepts

Understanding Process Flows

Understand the BPMN elements and flow patterns used in Lowgile Processes.

Task Assignment & Process Responsibility

Learn how swimlanes, roles, and assignments determine task responsibility.

Process Concepts

Review how Process diagrams, activities, User Tasks, and variables work together.