Introduction

Generate Process - Approval Process function will generate a generic approval process flow together with complementing forms and userview menu items into your existing app from a form.

The form intended to be generated from should be an application/request form.


Figure 1: Approval process flow template

Figure 2: Screenshot highlighting the series of form that is created to complement the process flow

Figure 3: Screenshot showing Generate Process - Approval Process plugin in Generate App function

Figure 4: Generator adds a new category in the userview after generating Approval Process


Generate Process - Approval Process Properties

Options

Figure 5: Options Properties

NameDescription
Category Label

Define the category label to be appended into the target Userview below. (see Figure 5)


Start Process Menu LabelDefine the Process Start menu label to be created under the new category defined in Category Label above.
Process NameProcess Name Label
Datalist

Choose the Datalist to be associated with the Datalist Inbox that will be created in the new Userview category.

If this is left empty, Create New Datalist Options will be available in Advanced Options

Userview

Choose the Userview to append the new Userview category into.

If this is left empty, Create New Userview Options will be available in Advanced Options

Advanced Options

Create New Datalist Options

Figure 6: Options for the new datalist. Only shown when no datalist is selected in the previous options section.

NameDescription
Datalist IDDatalist ID
Datalist NameDatalist Name
Choose Columns

Select Columns to be displayed in Datalist. 

AutoComplete enabled. Type column name to display filtered selection.

Create New Userview Options

Figure 7: Options for the new userview. Only shown when no userview is selected in the previous options section.

NameDescription
Userview IDThe ID of the userview
Userview NameThe display name of the userview
Userview DescriptionA description of the userview

Userview Menu Options

Figure 8: Options for the userview menu

NameDescription
Inbox Menu IDThe ID of the userview menu
Start Process Menu IDThe ID of the start process menu

Participants Label

Figure 9: The labels of the participants in the process can be changed.

Activities Label

Figure 10: The labels of the activities in the process can be changed.

Tools Label

Figure 11: The labels of the tools used in the process can be changed.

Emails

Figure 12: The contents of the email sent to the participants can be changed.

Tip

You may use Hash Variables to dynamically include information in the email contents.

Forms Name

Figure 13: The name of the forms used in the process can be changed.

Form Fields Label

Figure 14: The labels of the form fields can be changed.

Form Sections Label

Figure 15: The labels of the form sections can be changed.

Status Values

Figure 16: The labels of the statuses in the process can be changed.

  • No labels