> 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-vacation-request.md).

# Build a process for a vacation request

Make sure you are in the Work-Relay application and have followed the [steps to set up Work-Relay](/administration/setup/complete-overview-of-setup.md).

Also, in order for you to be able to create this process in your version of Work-Relay, you will need to first import Custom Objects by following these instructions: [Import Custom Objects to Create Example Processes](/automations/best-practices-screensteps/review-process-examples/import-custom-objects-to-create-example-processes.md). Importing the custom objects takes about 7 minutes.

## Overview

The purpose of building this example process is to give you a chance to try Work-Relay out without having to think of a process on your own. After you create this process, you will know the basics of how to navigate around Work-Relay, and see how it could help your operations run smoother.

The goal isn't to teach you everything there is to know, but to give you an idea of how you can take some of your internal processes and turn them into Work-Relay processes. We assume that you know the basics of Salesforce and are familiar with how basic process diagrams are constructed.

## Part 1

This example process is about an Employee requesting Vacation from his/her supervisor, and the supervisor later approving or rejecting the request. The steps are:

1. Employee registers request, specifying date range of desired vacation (its Start Date and End Date).
2. Employee’s Supervisor receives the request and decides whether to approve or reject it.
3. If rejected, Employee receives Email notification. If approved, the request is escalated to HR Administrator who creates Administrative task for this request.

The first thing we'll do is create a process. Click on the links below to see the instructions for transferring this process to Work-Relay.

{% stepper %}
{% step %}

## Create a new process

![Create a new process](/files/1f3f898318c90af164a763132fc5e934d5d8f690)

### Give the process a name

![Give the Process a Name](/files/be84bf17154e2a5acab3ee0b7ddf6aa4a841175d)

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

### Use WR vacation request as a data source

![Use WR Vacation Request as a Data Source](/files/5814c19a72ce008b586fe0cb0b96e9df3b8862a0)

1. Click on 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

![Select the Method - When record is created](/files/c0762e8bc62e9a12d9a98e018c82724c29b6040e)

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

### Click next

![Click Next](/files/edf4df0487d3ed60d3fa17eedcb4e20639f4501a)

### Click save

![Click Save](/files/55a0789f01859c267454bce74771269558ca7ccd)
{% endstep %}

{% step %}

## Add swimlanes

![Add swimlanes](/files/a3ef3838d13be9d2428c378b66b1b400c6db7896)

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.**

{% hint style="info" %}
For the Process to start work properly, Swimlanes must have Assignees!
{% endhint %}

### Modify the swimlanes

![Modify the swimlanes](/files/39dedf112b9aa40f4e95422f71f99739eab750c3)

1. Click on the blue section 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

![Add Users](/files/d9bf56905a8303ba26973f1c647eab80f7e11b92)

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

### Add yourself

![Add Yourself](/files/44eb9c967e4f9c4a2b91e1074c580930c77a4d7e)

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 %}

<details>

<summary>Why are you the user for each swimlane?</summary>

### You should be the user for each swimlane

![You should be the user for each swimlane](/files/1aba42ab55a9aa7162ea8b47abd1f6abcdf305ba)

Make sure that your name is the assigned user for each swimlane.

</details>
{% endstep %}

{% step %}

## Add steps

![Add Steps](/files/07813c21ed82207645170c178711189255f90552)

We'll start off by clicking and dragging the Decision shape to the canvas.

### Add a process to HR administrator

![Add a Process to HR Administrator](/files/b7c98c32ae272c833f281fab336b25cbd4707ee4)

### Name the process

![Name the Process](/files/8276af9163b09bde5009b8b5e9fbe69aae9ad028)

### Add an end to supervisor

![Add an End to Supervisor](/files/72cf3f0dd0b6a864c27f0ab273c0c1fc72240fde)
{% endstep %}

{% step %}

## Connect the shapes

![Connect the shapes](/files/f95427dd7da01021f1db4474c53383ab257fd6c9)

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

![](/files/e09ce03719b270f4ac72a9fe2ff08b8950bb29ea)

### Connect the remaining shapes

![Connect the remaining shapes](/files/f71fc45638c14e7bffc2cd36648b6fab2776ca89)
{% endstep %}
{% endstepper %}

## Part 2

Now we have the process set up, we can add a few actions that will automatically perform tasks such as sending out emails or updating fields. Click on the links below to see step-by-step directions for creating a process.

{% stepper %}
{% step %}

## Add actions

![Add Actions](/files/77f148035c8a748ad03df4751981741f160da3ce)

### Click and drag the send email icon

![Click and drag the Send Email icon](/files/9f8b7a890e43ab725ae1e40a25d44a279c71cb99)

### Create the email

![Create the email](/files/f86c2f291b8f3c7727f9fd0752821ca3733181a0)

### Click and drag update records

![Click and Drag Update Records](/files/b4bf55fc822d7f20829c660721589188215cce14)

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

### Add a field

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

![](/files/6633781c2f8d503c513d7991ed977695a7f04e78)

### Click and drag update records

![Click and Drag Update Records](/files/99293c4acde400dd2b6450e7f7c7dc9e2ada80fd)

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

### Add a field

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

![](/files/c82dfbf3c054a32f703c5ab07273487bdb9c158d)

### Click and drag update records

![Click and drag Update Records](/files/e5dd03c092eac470670119841008ae308742cf19)

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

### Add a field

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

![](/files/fac88b6c2e03dbef9df6d926e5fd08944f4cc932)

### What it looks like with actions

![What it looks like with actions](/files/e6be3590050f6763f2c413e603226c95753e8264)
{% endstep %}

{% step %}

## Save

![Save](/files/164bbd0b2943c2b96267db9220045bdd88cf3d2e)

![](/files/6d23ba9c8706e1eed1e04da4a1fbc02c4128ae06)
{% endstep %}
{% endstepper %}

## Part 3

Now we can see what Work-Relay does. We're going to kick off the process by creating a new Vacation Request in the WR Vacation Requests object.

{% stepper %}
{% step %}

## Open the WR vacation requests object

![Open the WR Vacation Requests object](/files/410745006641a0041aaf1364730ae6398dd75432)

### Click "New" button

![Click New](/files/80a6452ff19f8466d3797663e470fdfc236292a6)

### Save the new request

![Save the new request](/files/8591bfe07ec10faf5dda34bed20550d09119c74c)
{% endstep %}

{% step %}

## Chatter alerts you

![Chatter alerts you](/files/8c20efb7b46d895fa1d9f5f0c684ff5cb9250d22)

### A visual of how far along the process is

![A visual of how far along the process is](/files/d62eb2a716dcd8d7507cdebbc2f78ef6cd8dadee)

### Chatter alerts you

![Chatter alerts you](/files/20d62f7eeb7cdcdc6186b1ae69ddff7baf56ca5f)

### The process is complete

![The Process is Complete](/files/d9ca28cea7c14f697c5e5270c248033bc14c54c4)
{% endstep %}
{% endstepper %}