| Table of Contents |
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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
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 | |
| Process Name | Process name label | ||
| Start Process Menu Label | Define the Process Start menu label to be created under the new category defined in Category Label above. | ||
| My Submitted Menu Label | Define the My Submitted menu label to be created under the new category defined in Category Label above. | ||
| My Withdrawn Menu Label | Define the My Withdrawn menu label to be created under the new category defined in Category Label above. | ||
| Process Name | Process Name Label | My Closed Menu Label | Define the My Closed menu label to be created under the new category defined in Category Label above. |
| 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
| Name | Description | Screen (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
| Name |
|---|
| Screen (Click to view) |
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| Userview ID |
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| Userview Name | |
| Userview Description |
Userview Menu Options
| Name | Screen (Click to view) | |
|---|---|---|
| Inbox Menu ID |
| |
| Start Process Menu ID | Userview Description | Userview Description |
Participants Label
| Name |
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| Screen (Click to view) |
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| Approver |
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| Applicant |
Activities Label
| Name |
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| Screen (Click to view) |
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| Clarification |
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| 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) |
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| Approval Form |
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| Approval Action Form | |
| Clarification Form |
Form Fields Label
| Name |
|---|
| Screen (Click to view) |
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Transition Label
| Approver |
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| Approval Date | |
| Status Field Label | |
| Remarks |
Form Sections Label
| Name | Screen (Click to view) |
|---|---|
| Approval |
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| Approval Trails |
Status Values
| Name | Name | Description | Screen (Click to view) |
|---|---|---|---|
| Approved |
| ||
| Clarification Required | |||
| Rejected |
