Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

StepsScreens (Click to view)
  1. Download the plugin and import into your Joget platform (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

Configure

...

Main Properties

Name

Description


Custom ID

Item link slug. Optional field.

Info
iconfalse
titleUnique field

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

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.

...

Name

Description


Select OrganizationRefine the selections by selecting a organization.

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


FormChange this property to open another form

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.

...

Name

Description


Back Button Label

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

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 ListProperties

NameDescription

Show Number of Rows In Menu

Show Number of Rows In Menu.

Info
iconfalse
titlePerformance Warning

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

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.

AdvanceProperties

Name

Description

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

Performance & OfflineProperties

Cache Settings

Name

Description412px


Scope

Caching options are:

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

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

...