Introduction

Generate Process - Approval Process function will generate a generic approval process flow together with complementing forms and UI 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 UI after generating Approval Process

Generate Process - Approval Process Properties

Options

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Figure 5: Options Properties

Name

Description

Category Label

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

Start Process Menu Label

Define the Process Start menu label to be created under the new category defined in Category Label above.

Process Name

Process Name Label

List

Choose the List to be associated with the List Inbox that will be created in the new UI category.

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

UI

Choose the UI to append the new UI category into.

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

Advanced Options

Create New List Options

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

Name

Description

List ID

List Name

Choose Columns

Select Columns to be displayed in List .

AutoComplete enabled. Type column name to display filtered selection.

Create New UI Options

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

Name	Description
UI ID	The ID of the UI
UI Name	The display name of the UI
UI Description	A description of the UI

UI Menu Options

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Figure 8: Options for the UI menu

Name	Description
Inbox Menu ID	The ID of the UI menu
Start Process Menu ID	The 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

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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.

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.