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Name

Description

Enable process status?

Check this to display the process status as a percentage. Clicking this icon will open up a workflow chart.

Show Process Name?

Check this to display the process name.

Show Future Process Activities?

Check this to display future process activities.

Show Skipped Activities?

Check this to show skipped activities.

Username Display Format

Select the choice of username display in the process chart. The options are:

  • Username
  • Name
  • Name (Username)


Figure 12


Data

Name

Description

Screens (Click to view)
Process data table *

This property defines the new database table name to use when creating a new child table to store the activity comments entered by the users. Defaults to '{appId}_pd'. where 'appId' is the 'id' your new app. For example, if your appId is "myFavApp", the new table name in the database is "app_fd_myFavApp_pd".

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Figure 13:

Update workflow variable & form data?Check this to customize the workflow variable & form data (see the following fields).
Workflow variable to store status *Enter the workflow variable id to store the status value.
Parent form field id to store status *Enter the form field id to store the status value.
Custom process status value & labelEnter the 'Custom value' and 'Custom label' for the reassignment and withdrawal actions. For example, in the 'withdrawal' action, to save into the status field the label of "Requester Withdrawn" and value of "Withdrawn", input this information into the 'Custom value' and 'Custom label' property fields respectively.



Figure 13


UI

Name

Description

Back Button Label

You can change the back button label. The default is "Back".

Save Button Label

You can change the save button label. The default is "Save".

Custom Header

Custom Header in HTML to show when editing an individual record in a form.

Custom Footer

Custom Footer in HTML to show when editing an individual record in a form. 

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If you use Process List plugin in your Userview, you can perform additional configuration of the menu in Map Activities to Forms > More Settings:

Name

Description

Screens (Click to view)

Execute Process Action in Background?Click on the checkbox to set the assignment complete or run process to start in a separate thread. With this option enabled, the form will not wait until all the tools have been executed to return to the datalist.
Readonly
Set all sections as readonly?

Click on the checkbox to set all section fields as readonly.

Clarification

Enable clarification of selected activity?

Click on the checkbox to configure the following:

  • Clarification Activity
  • Clarify Button Label
  • Skip Validation?
  • Execute Tool After Return to Clarification Activity
  • Tooltip Message
  • Confirmation Message

Reassignment

Enable reassignment?

Click on the checkbox to configure reassignment:

  • Reassignment activity
  • Reassignment user options binder
  • Reassign button label
  • Skip Validation?
  • Execute tool after reassignment
  • Reassignment Update Assignee Field
  • Tooltip message

Process Withdrawal

Enable withdraw process?

Click on the checkbox to configure the withdraw process:

  • Execute tool after process withdrawal
  • Withdraw button label
  • Tooltip message
  • Confirmation message

Approval

Replace complete button with approve & reject button?

Click on the checkbox to configure the approval process:

  • Multi approval: for Disabled, All Assignee Approved & Any required number of assignee approved.
  • Approve button label.
  • Reject button label.
  • Tooltip message (Approve).
  • Confirmation message (Approve).
  • Tooltip message (Reject).
  • Confirmation message (Reject).

Comments

Enable comments?

Click the checkbox to configure comments:

  • Comments display mode
  • Exclude comments from activities
  • Show Activity Name?
  • Status Column Width (Default: 50%)
  • Number of Latest Comments Show by Default
  • Disabled Adding New Comment?
  • Comment Field Type
  • Set Comment Field As Mandatory?
  • Enable Attachment Field?

Process Status

Enable process status?

Click the checkbox to configure the process status:

  • Show Process Name?
  • Show Future Process Activities?
  • Show Skipped Activities?
  • Username Display Format

Data

Process data table

Define the process data table name or leave as default. Best not to remove the "{appId}" marker string.
Update workflow variable & form data?

Click the checkbox to configure the workflow variable & form data update:

  • Workflow variable to store status: Key in the workflow variable id that will store the process status. 
  • Update draft status to workflow variable & form data: Click the checkbox to update draft status to workflow variable & form data.
  • Parent form field id to store status: Key in the parent form field id to store status
  • Custom process status value & label. Set the custom value and label for:
    • Approved
    • Rejected
    • Clarification
    • Reassignment
    • Withdrawal
    • Completed
    • Draft



Figure 18: More Settings



Figure 19: Plugin Configuration

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