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 |
|---|---|
| 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. 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
Figure 6: Options for the new datalist. Only shown when no datalist is selected in the previous options section.
| Name | Description |
|---|---|
| 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
Figure 7: Options for the new userview. Only shown when no userview is selected in the previous options section.
| Name | Description |
|---|---|
| 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 | Description |
|---|---|
| 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
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.
Tip
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.