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Table of Contents

Introduction

English

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

Process name label
NameDescription
Category Label

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

Process Name


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My Withdrawn Menu LabelDefine the My Withdrawn menu label to be created under the new category defined in Category Label above.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

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

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

NameDescription
Screen (Click to view)
Userview ID
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The ID of the userview
Userview Name
Userview Name
The display name of the userview
Userview Description
Userview Description
Participants Label
A description of the userview

Userview Menu Options

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Figure 8: Options for the userview menu

NameDescription
Screen (Click to view)ApproverApprover participant label

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ApplicantApplicant participant label
Inbox Menu IDThe ID of the userview menu
Start Process Menu IDThe ID of the start process menu

Participants Label

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

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 ApprovedEmails on Rejected

Emails

NameDescriptionScreen (Click to view)

Routes Label

NameDescriptionScreen (Click to view)

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

Tools Label

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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.

Transition Label

NameDescriptionScreen (Click to view)Image Removed