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Table of Contents

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.

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Figure 1: Approval process flow template

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

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

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


Generate Process - Approval Process Properties

Options

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Figure 5: Options Properties

Screen (Click to view)

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Figure 4: Options Properties

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Figure 5: Userview Example
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.

Info

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.

Info

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

Advanced Options

Create New Datalist Options

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

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NameDescriptionScreen (Click to view)
Datalist IDDatalist ID
Datalist NameDatalist Name
Choose Columns

Select Columns to be displayed in Datalist. 

Info

AutoComplete enabled. Type column name to display filtered selection.

Create New Userview Options

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

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

Userview Menu Options

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Figure 8: Options for the userview menu

Name
Screen (Click to view)
Description
Inbox Menu ID
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The ID of the userview menu
Start Process Menu IDThe ID of the start process menu

Participants Label

NameScreen (Click to view)Approver

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Applicant

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

Activities Label

NameScreen (Click to view)Clarification

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Approval

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

Tools Label

NameScreen (Click to view)Update Record Status

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Emails on ReceivedEmails on ApprovedEmails on Rejected

Emails

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

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

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

Emails

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

Info
titleTip

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

Forms Name

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

Form Fields Label

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

Form Sections Label

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

Status Values

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

Forms Name

NameScreen (Click to view)Approval Form

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Approval Action FormClarification Form

Form Fields Label

NameScreen (Click to view)Approver

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Approval DateStatus Field LabelRemarks

Form Sections Label

NameScreen (Click to view)Approval

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Approval Trails

Status Values

NameScreen (Click to view)Approved

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Clarification RequiredRejected