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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



Generate Process - Approval Process Properties

Options

NameDescriptionScreen (Click to view)
Category Label

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


Figure 4: Options Properties


Figure 5: Userview Example


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

NameDescriptionScreen (Click to view)
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

NameScreen (Click to view)
Userview ID

Userview Name
Userview Description

Userview Menu Options

NameScreen (Click to view)
Inbox Menu ID

Start Process Menu ID


Participants Label

NameScreen (Click to view)
Approver

Applicant

Activities Label

NameScreen (Click to view)
Clarification

Approval

Tools Label

NameScreen (Click to view)
Update Record Status



Emails on Received
Emails on Approved
Emails on Rejected

Emails

NameScreen (Click to view)
Subject (Email on Received)

Message (Email on Received)
Subject (Email on Approved)
Message (Email on Approved)
Subject (Email on Rejected)
Message (Email on Rejected)

Forms Name

NameScreen (Click to view)
Approval Form

Approval Action Form
Clarification Form

Form Fields Label

NameScreen (Click to view)
Approver

Approval Date
Status Field Label
Remarks

Form Sections Label

NameScreen (Click to view)
Approval

Approval Trails

Status Values

NameScreen (Click to view)
Approved

Clarification Required
Rejected







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