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New Feature

This plugin was designed specially for the Joget DX Enterprise and Professional editions.


Introduction

In a nutshell, the Process Enhancement Plugin is a set of four plugins to automatically generates the approval and rejection buttons in the datalist and form screens.

This is a free plugin downloadable from Joget Marketplace.

The Process Enhancement Plugin are made up of the following plugins:

  1. Process form modifier (New form plugin to add action buttons to the form, such as "Approve" or "Reject", etc. ).
  2. Two process generators (Wizards to auto generate the datalist, userview, process design and process mappings).
  3. Process list (A new userview menu to display action buttons in the datalist, such as "Approve" or "Reject", etc. ).
  4. Datalist actions (internal to item 1 and 2 above).


Get Started

The easiest way to see how the Process Enhancement works is to create a new form and use the "App Generator > Generate Process - Approval Process" button in the form to automatically build the app. Here are the steps:

StepsScreens (Click to view)
  1. Download the plugin from Joget Marketplace and import into your Joget platform via Manage Plugin (See Figure 1).

  2. Return to All Apps and click on Design New App. Provide the app details and click on the Save button.

  3. Click on Create new form and add two fields:
    1. A hidden field with id = 'status' and Workflow Variable field = 'status' 
    2. A textfield field with id = 'request'

  4. Save your form.

  5. Click on the green button called App Generator then click on Generate Process - Approval Process (See Figure 2).

  6. Close the form and return to the "Design App" page. You will notice that the App Generator has created the datalist and userview records for you.

  7. Publish your app and click on Launch.

  8. Your app is now ready for you.

  9. In the app, click on Submit Request Form menu. Fill in the "Request Note" and click on the Submit button (See Figure 3).

  10. In the app, click on Approval menu. You will immediately see something new; the datalist has "Approve, Reject, Clarify, Reassign" buttons below the list. These buttons was generated by the new Process List userview plugin (See Figure 4).

  11. Now click on the View hyperlink in the Approval datalist.

  12. The form will open and you will again see something new, the form has "Approve, Reject, Clarify, Reassign, Save As Draft, Cancel" buttons. These buttons was generated by the new Process Form modifier plugin (See Figure 5).

  13. Go ahead to click the Approve button. You have completed the process flow.

  14. In the app, click on the My Closed Request Form menu to see the completed record.

  15. You can view the generated process flow in "Design App > Processes".

  16. The app includes generated email notification in the "Processes > Map Tools To Plugin" which you can customize anytime.


Figure 1

Figure 2

Figure 3

Figure 4

Figure 5

Process List Properties

Main Properties

Name

Description

Screens (Click to view)
Custom ID

Item link slug. Optional field.

Unique field

Value defined here must be unique to the rest of the Userview Menus as the first matching name will be called upon.

Figure 6:

Label *Menu label. Mandatory field.
Process *Map to process. Mandatory field.
List *Datalist to load. Mandatory field.
Type *

Each process list menu is like a CRUD menu, but with enhanced features. You can tag the process list menu for various tasks and the plugin will automatically present the action buttons. There are five types of process list:

  • My completed: Use this type to display completed tasks. My completed belongs to the user who started the process.
  • My in progress: Use this type to display submitted tasks. Joget will add the 'Reassign' and 'Withdraw' buttons in the datalist.
  • My participated: Use this type to display completed tasks. My participate allows other users to view and input comments in the task form.
  • My withdrawn: Use this type to display withdrawn tasks.My withdrawn belongs to the user who started and then withdrawn the process.
  • Process activity: Use this type to display tasks pending approval or clarification. Joget will add the 'Approve', 'Reject', 'Clarify' and 'Reassign' buttons in the datalist.


Process Activity

Name

Description

Screens (Click to view)
Activity *

Select the process activity that you designed for this task.


Figure 7:

Assignment View Custom HeaderCustom Header in HTML to show when editing an individual record in a form.
Assignment View Custom FooterCustom Footer in HTML to show when editing an individual record in a form.

My In Progress

Name

Description


Enable reassignment?

Check to allow the approving user to reassign the task.


Figure 8:

Reassignment activity *

Select the process activity that you designed for task approval.
Reassignment user options binder *Select which binder to use to pop up the username to reassign.
Reassign button labelWill default to 'Reassign' if left blank.

Enable withdraw process?

Check to allow the request to withdraw the task.

Execute tool after process withdrawal

Select the process activity that you designed for task withdrawal.

Withdraw button label

Will default to 'Withdraw' if left blank.


Reassignment user options binder (User Options Binder)

Name

Description

Screens (Click to view)
Select OrganizationRefine the selections by selecting a organization.


Figure 9:

Select DepartmentRefine the selections by selecting a department.
Select GroupRefine the selections by selecting a group.
Add Empty OptionIf checked, an empty option will be added to the selections.
Empty Option LabelEmpty option label. Only in use when Add Empty Option is checked.
Label
  • Full Name with Username
  • Username
  • Full Name
Grouping by
  • None
  • Organization
  • Department
  • Grade
Use AJAX for cascade options?

When checked, this allows these fields to dynamically load available options based on the other field value (grouping column) when dealing with tremendous amount of selections. Read more at Ajax Cascading Drop-Down List.

Only available when used as an Options Binder. An array "values" is passed to the script automatically. See Bean Shell Programming Guide > Form Ajax Options Binder for example.

Sync Cache IntervalUse this option to cache your selectbox if it has a large number of records. Value to activate cache synchronization (in seconds)
Pause sync after idlePause sync if idle more than x seconds

UI Form Properties

Name

Description

Screens (Click to view)
FormChange this property to open another form


Figure 10:

Created by field id *Default to 'createdBy' to store the username
Set all sections as readonly?Check as readonly to prevent editing.
Display readonly as label?Check to show readonly fields as labels.


Comments

Name

Description

Screens (Click to view)

Enable comments?

Check this and the plugin will display a new field for user to input comments.


Figure 11:

Show activity name?

Check to display the activity name in the comment trail.

Number of latest comments show by default *

Defaults to 5 lines of comment trail per pagination.

Disabled adding new comment?

Check to disable new comments.

Process Status

Name

Description

Screens (Click to view)

Enable process status?

Check this to display the process status as a percentage. Clicking this icon will open up a workflow chart.


Figure 12:

Show Process Name?

Check this to display the process name.

Show Future Process Activities?

Check this to display the future process activities.

Show Skipped Activities?

Check this to show skipped activities.

Username Display Format

Select the choice of username display in the process chart. The options are:

  • Username
  • Name
  • Name (Username)

Data

Name

Description

Screens (Click to view)
Process data table *

This property defines the new database table name to use when creating a new child table to store the activity comments entered by the users. Defaults to '{appId}_pd'. where 'appId' is the 'id' your your new app. For example, if your appId is "myFavApp", the new table name in the database is "app_fd_myFavApp_pd".


Figure 13:

Update workflow variable & form data?Check this to customize the workflow variable & form data (see the following fields).
Workflow variable to store status *Enter the workflow variable id to store the status value.
Parent form field id to store status *Enter the form field id to store the status value.
Custom process status value & labelEnter the 'Custom value' and 'Custom label' for the reassignment and withdrawal actions. For example, in the 'withdrawal' action, to save into the status field the label of "Requester Withdrawn" and value of "Withdrawn", input this information into the 'Custom value' and 'Custom label' property fields respectively.

UI

Name

Description

Screens (Click to view)

Back Button Label

You can change the back button label. Default is "Back".


Figure 14:

Save Button Label

You can change the save button label. Default is "Save".

Custom Header

Custom Header in HTML to show when editing an individual record in a form.

Custom Footer

Custom Footer in HTML to show when editing an individual record in a form. 


UI List Properties

NameDescriptionScreens (Click to view)

Show Number of Rows In Menu

Show Number of Rows In Menu.

Performance Warning

Additional query will be performed to return record count every time the Userview loads.


Figure 15:

Button Position
  • Top Left
  • Top Right
  • Bottom Left
  • Bottom Right
  • Top Left & Bottom Left
  • Top Right & Bottom Right
Selection Type
  • Multiple
  • Single
Selector Position
  • Left
  • Right
  • Both let & right
  • No

View form link label

Optional.

Link to edit the form will default to 'View' but you can change the link name here.

Custom Header

Custom Header in HTML to show above the listing.
Custom FooterCustom Footer in HTML to show below the listing.

Advance Properties

Name

Description

Userview Key NameDefine a column name to pre-filter the datalist against using the userview key value.

Performance & Offline Properties

Cache Settings

Name

Description412px

Screens (Click to view)
Scope

Caching options are:

  • None: no caching.
  • Application: Cache content by application where all users will see the same content.
  • User: Cache by username

Figure 16:

Duration (s)Duration in seconds to cache content, defaults to 20 seconds if applicable.


PWA Offline Settings

Note: PWA Offline support is dependent on the theme used.

Name

Description

Screens (Click to view)
Enable cache for offline supportCheck this to enable caching for offline support, usually set for use on mobile browsers.

Figure 17:

Cache all datalist links in first pageCheck this to enable caching for all datalist links, usually set for use on mobile browsers.
Cache list actions (Non post action)Check this to enable caching for datalist action buttons, usually set for use on mobile browsers.


Map Activities to Forms - More Settings

If you use Process List plugin in your Userview, you can perform additional configuration of the menu in Map Activities to Forms > More Settings:

Name

Description

Screens (Click to view)
Set all sections as readonly?

Click on the checkbox to set all section fields as readonly. If option is enabled, the following fields are shown:

  • Display readonly as label?
  • Excluding section ID for readonly


Figure 18: More Settings



Figure 19: Plugin Configuration

Enable clarification of selected activity?

Click on the checkbox to allow clarification on selected activity. If option is enabled, the following fields are shown:

  • Clarification activity
  • Clarify button label
  • Execute tool after return to clarification activity
  • Tooltip message
  • Confirmation message
Enable reassignment?

Click on the checkbox to allow reassignment. If option is enabled, the following fields are shown:

  • Reassignment activity
  • Reassignment user options binder
  • Reassign button label
  • Execute tool after reassignment
  • Tooltip message
Enable withdraw process?

Click on the checkbox to allow withdraw process. If option is enabled, the following fields are shown:

  • Execute tool after process withdrawal
  • Withdraw button label
  • Tooltip message
  • Confirmation message

Replace complete button with approve & reject button?

Click on the checkbox to allow additional options for complete button:

  • Multi approval: for Disabled, All Assignee Approved & Any required number of assignee approved.
  • Approve button label: Add your custom approve label.
  • Reject button label: Add your custom reject label.
  • Tooltip message (Approve): Add your custom approve tooltip message.
  • Confirmation message (Approve): Add your custom confirmation message.
  • Tooltip message (Reject): Add your custom reject tooltip message.
  • Confirmation message (Reject): Add your custom reject message.
Complete assignment button labelAdd your custom assignment button label.
Enable comments?

Click checkbox to allow comments in the form.  If option is enabled, the following fields are shown:

  • Comments display mode
  • Exclude comments from activities
Enable process status?

Click checkbox to display the process status in the form.  If option is enabled, the following fields are shown:

  • Show Process Name?
  • Show Future Process Activities?
  • Show Skipped Activities?
  • Username Display Format
Process data tableDefine the proces data table name or leave as default.
Update workflow variable & form data?

Click checkbox to update workflow variable & form data.  If option is enabled, the following fields are shown:

  • Workflow variable to store status: Key in the workflow variable id that will store the process status. 
  • Update draft status to workflow variable & form data: Click checkbox to update draft status to workflow variable & form data.
  • Parent form field id to store status: Key in the parent form field id to store status
  • Custom process status value & label. Set the custom value and label for:
    • Approved
    • Rejected
    • Clarification
    • Reassignment
    • Withdrawal
    • Completed
    • Draft


Download Demo App

The process enhancement plugin is already included in this app and will be automatically install into your Joget DX when you import this app.




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