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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.

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

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NameDescriptionScreen (Click to view)
Category Label

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


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Figure 4: Options Properties


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Figure 5: Userview Example


Process NameProcess name label
Start Process Menu LabelDefine the Process Start menu label to be created under the new category defined in Category Label above.
My Submitted Menu LabelDefine the My Submitted menu label to be created under the new category defined in Category Label above.
My Withdrawn Menu LabelDefine the My Withdrawn menu label to be created under the new category defined in Category Label above.
My Closed Menu LabelDefine the My Closed 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

NameDescriptionScreen (Click to view)
Datalist IDDatalist ID

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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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NameDescriptionScreen (Click to view)
Userview IDUserview ID

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Userview NameUserview Name
Userview DescriptionUserview Description

Participants Label

NameDescriptionScreen (Click to view)
ApproverApprover participant label

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ApplicantApplicant participant label

Activities Label

NameDescriptionScreen (Click to view)
ClarificationClarification activity label

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ApprovalApproval activity label

Tools Label

NameDescriptionScreen (Click to view)
Emails on Received

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Emails on Approved

Emails on Rejected

Emails

NameDescriptionScreen (Click to view)



Routes Label

NameDescriptionScreen (Click to view)


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Transition Label

NameDescriptionScreen (Click to view)


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