> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/automations/best-practices-screensteps/review-process-examples/build-a-process-for-a-service-request.md).

# Build a process for a service request

## Make sure you are in the Work-Relay application

![](/files/6bf50dde14e8054066973702d7c1e1fe6729e019)

{% stepper %}
{% step %}

## Create a new process

Click New Process.

![](/files/fbf6ec920f4196bb8c4cd25dd0c8d6102999929a)

### Give the process a name

![](/files/c3ebef40075ade36143cd808a90430c3caea64ee)

You can also add a description if you think it will be helpful for later on.

### Use WR Vacation Request as a data source

![](/files/31eb0ed0dd4012e6752f14477a6aa14602fb2e5b)

1. Check the box next to "Use custom Data Source?"
2. Select "WR Vacation Request"
3. Click Next

{% hint style="info" %}
The data source is an object that the process will be touching throughout. For this example, the object "WR Vacation Request" is where the data will sit related to a vacation request.
{% endhint %}

### Select the method - when record is created

![](/files/3c8178daf2440c30965689d1cf0b2ff2f7e204fe)

You do not need to fill in any additional fields. After you select the method, select Next >>.

### Just click next

![](/files/64adc3afe237af7efc40bdf096f1acc5d22a8ec9)

### Verify data and click save if all is OK

![](/files/0f397aed0dc563a653ec64ce8195cac5f2d4efc0)
{% endstep %}

{% step %}

## Add swimlanes (responsibilities)

![](/files/54ecc12493839e50b06ee118e6e94ed35c6200dd)

Click and drag the Responsibility icon to the canvas to add a swimlane. Do it one more time to add another—you should have a total of **three swimlanes.**

### Modify the swimlanes

![](/files/0c8fcd3905f872e56336792b627e6b68fdd00348)

1. Click on the blue header of a swimlane.
2. Rename the swimlanes:
   1. Name the first swimlane Employee.
   2. Name the second swimlane Supervisor.
   3. Name the third swimlane HR Administrator.

### Add users

![](/files/e3afe2f627d61785c57d44ce48c57fb3688f548d)

Click on the blue bar of a swimlane, then click Add Users.

### Add yourself

![](/files/646e0d5e981c2712e13d9f3e573991de3859cc05)

Since this is an example, add your name to indicate that you are responsible. When you create a process for your organization, this is where you will add the name of the use who is responsible for the associated tasks.

{% hint style="info" %}
Make sure to add yourself as the user for each swimlane.
{% endhint %}

### You should be the user for each swimlane

![](/files/65680fd0ee3f003e98a11ccad7ed0281aa7b9640)

Make sure that your name is the assigned user for each swimlane.
{% endstep %}

{% step %}

## Add a decision to supervisor

![](/files/56f02e72eb5ba78b7c00afa666c8655b85cfc715)

Click and drag the Decision shape to the canvas.

## Add a process to HR administrator

![](/files/0a673c6d86391ae164e268d372f1487a7720c885)

## Add an end to supervisor

![](/files/c096d70d702f053765a0d1399118f48bc4e8e558)

## Name the process

![](/files/038aaa140939777f1737454da944e13fe74986b6)

## Connect the shapes

![](/files/fdfc1103e47bb3b6bf0856b44feaf4c100b15187)

Hover your mouse over the Start shape. When the blue ball glows, click your mouse and drag down to the Approve? shape.

## Connect the remaining shapes

![](/files/ea9a2aaca9fe6737b22b1858edebfa1fc771a8d2)
{% endstep %}

{% step %}

## Save the process

![](/files/b83ec76b59e0fe1bb156276cd5ecd471798513b4)

You should save the process before adding actions.

### ...but do not activate it until necessary

![](/files/2c4ce89bd1e96769efbcc65ca3f1a14fb2bf287b)

### Verify that process has been saved

![](/files/8db537087717f0bf4871c894140d5491e4a08849)

Proper button should be disabled if there are no unsaved changes.
{% endstep %}

{% step %}

## Add actions

![](/files/d47220ea734cd1e4c802966ce69de64ff58f15c9)

Select "Actions" on the left sidebar.

### Click and drag the send email icon

![](/files/64545b15f04e33eccea0f67655fe78cd131907f6)

### Create the email

![](/files/c61dccd98fa577549c1a39ad4ac1ed19ddac3756)

### Click and drag update records

![](/files/ef716442a9f84124febee8366d646c82f62bfded)

Click and drag the Update Records to the connector between Approve? and End.

### Add a field being updated

1. Click on Add Field.
2. Select Status.
3. Choose the value Declined.

![](/files/904aef23072bc28f38eae37db32205a1e61da31f)

### Click and drag update records

![](/files/0b00cbdcf6bb10f2c6c2b15544f36d5d2cf13149)

Click and drag the Update Records icon to the connector between Approve and Create Admin Task.

### Add a field being updated

1. Click on Add Field.
2. Select Status.
3. Choose the value Approved.

![](/files/aabac6f5be48a03ac0b2ee637692c5a93231d63f)

### Click and drag update records

![](/files/4bea37446a37b1f73426d62c841fbd67fabb7f87)

Click and drag the Update Records icon to the connector between Create Admin Task and End.

### Add a field being updated

1. Click on Add Field.
2. Select Status.
3. Choose the value Administrative Task Created.

![](/files/b1847df004ed50131b72a27728619dc8c3a06139)
{% endstep %}

{% step %}

## What it looks like with actions

![](/files/bf1c51b4c8cdc29c84c6f5de4a9e17746fe06d09)

## Save

![](/files/6d5f58f62fd180ba0f35eb5c26272f3f7270fd20)

### ...and activate the process

![](/files/a28eba8a57873be731bf2920ffa1ab11c437ad72)
{% endstep %}
{% endstepper %}

## Run the process

To see what Work-Relay does, we're going to kick off the process by creating a new Vacation Request.

{% stepper %}
{% step %}

## Open the WR Vacation Requests object

![](/files/04986c6fdc359b10172daf9c271986e222989b24)
{% endstep %}

{% step %}

## Click new

![](/files/fdf35da09661392590c983cd2403b27613c04ad2)
{% endstep %}

{% step %}

## Save the new request

![](/files/39b249bb72616602f715a0c93ab1de9a6ed56249)
{% endstep %}

{% step %}

## Chatter alerts you

![](/files/62c4eacc33cdef643b6feece50c3077b758a3c6e)
{% endstep %}

{% step %}

## A visual of how far along the process is

![](/files/1ea94316712c0adb11adc2fe215c05386ca2f84a)
{% endstep %}

{% step %}

## Approve the step in the chatter feed entry

![](/files/01e0a0680f804512284a3fbd6e1cae50c2b1f183)
{% endstep %}

{% step %}

## The process is complete

![](/files/2a519627d6339bc3619253a63080e5016697aea1)
{% endstep %}
{% endstepper %}