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
| Name | Description | Screen (Click to view) |
|---|---|---|
| Category Label | Define the category label to be appended into the target Userview below. (see Figure 5) |
Figure 4: Options Properties
Figure 5: Userview Example |
| 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 | |
| Datalist | Choose the Datalist to be associated with the Datalist Inbox that will be created in the new Userview category. 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. If this is left empty, Create New Userview Options will be available in Advanced Options |
Advanced Options
Create New Datalist Options
| Name | Description | Screen (Click to view) |
|---|---|---|
| Datalist ID | Datalist ID |
|
| Datalist Name | Datalist Name | |
| Choose Columns | Select Columns to be displayed in Datalist. AutoComplete enabled. Type column name to display filtered selection. |
Create New Userview Options
| Name | Screen (Click to view) |
|---|---|
| Userview ID |
|
| Userview Name | |
| Userview Description |
Userview Menu Options
| Name | Screen (Click to view) |
|---|---|
| Inbox Menu ID |
|
| Start Process Menu ID |
Participants Label
| Name | Screen (Click to view) |
|---|---|
| Approver |
|
| Applicant |
Activities Label
| Name | Screen (Click to view) |
|---|---|
| Clarification |
|
| Approval |
Tools Label
| Name | Screen (Click to view) |
|---|---|
| Update Record Status |
|
| Emails on Received | |
| Emails on Approved | |
| Emails on Rejected |
Emails
| Name | Screen (Click to view) |
|---|---|
| Subject (Email on Received) |
|
| Message (Email on Received) | |
| Subject (Email on Approved) | |
| Message (Email on Approved) | |
| Subject (Email on Rejected) | |
| Message (Email on Rejected) |
Forms Name
| Name | Screen (Click to view) |
|---|---|
| Approval Form |
|
| Approval Action Form | |
| Clarification Form |
Form Fields Label
| Name | Screen (Click to view) |
|---|---|
| Approver |
|
| Approval Date | |
| Status Field Label | |
| Remarks |
Form Sections Label
| Name | Screen (Click to view) |
|---|---|
| Approval |
|
| Approval Trails |
Status Values
| Name | Screen (Click to view) |
|---|---|
| Approved |
|
| Clarification Required | |
| Rejected |
