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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
Figure 4: Generator adds a new category in the userview after generating Approval Process
Generate Process - Approval Process Properties
Options
Figure 5: Options Properties
| Name | Description | Screen (Click to view)||
|---|---|---|---|
| Category Label | Define the category label to be appended into the target Userview 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 | ||
| Datalist | Choose the Datalist to be associated with the Datalist Inbox that will be created in the new Userview category.
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| Userview | Choose the Userview to append the new Userview category into.
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Advanced Options
Create New Datalist Options
Figure 6: Options for the new datalist. Only shown when no datalist is selected in the previous options section.
| Name | DescriptionScreen (Click to view) | ||
|---|---|---|---|
| Datalist ID | Datalist ID | ||
| Datalist Name | Datalist Name | ||
| Choose Columns | Select Columns to be displayed in Datalist.
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Create New Userview Options
Figure 7: Options for the new userview. Only shown when no userview is selected in the previous options section.
| Name | Description | Name | Screen (Click to view)|
|---|---|---|---|
| Userview ID | The ID of the userview | ||
| Userview Name | The display name of the userview | ||
| Userview Description | A description of the userview |
Userview Menu Options
Figure 8: Options for the userview menu
| Name |
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| Description |
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| Inbox Menu ID |
| The ID of the userview menu | |
| Start Process Menu ID | The ID of the start process menu |
Participants Label
Figure 9: The labels of the participants in the process can be changed.
Activities Label
Figure 10: The labels of the activities in the process can be changed.
Tools Label
Emails
Figure 11: The labels of the tools used in the process can be changed.
Emails
Figure 12: The contents of the email sent to the participants can be changed.
| Info | ||
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You may use Hash Variables to dynamically include information in the email contents. |
Forms Name
Figure 13: The name of the forms used in the process can be changed.
Form Fields Label
Figure 14: The labels of the form fields can be changed.
Form Sections Label
Figure 15: The labels of the form sections can be changed.
Status Values
Figure 16: The labels of the statuses in the process can be changed.
Forms Name
Form Fields Label
Form Sections Label
Status Values
