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New Feature

This is a new feature in Joget DX Enterprise and Professional editions only.


Introduction

In a nutshell, the Process Enhancement Plugin generates the approval and rejection buttons in datalist and forms.

The Process Enhancement Plugin is made up of the following plugins:

  1. Process form modifier (New form plugin to add action buttons to the form, such as "Approve" or "Reject", etc. ).
  2. Two process generators (Wizards to auto generate the datalist, userview, process design and process mappings).
  3. Process list (A new userview menu to display action buttons in the datalist, such as "Approve" or "Reject", etc. ).
  4. Datalist actions (internal to item 1 and 2 above).


Get Started

The easiest way to see how the Process Enhancement works is to create a new form and use the "App Generator > Generate Process - Approval Process" button in the form to automatically build the app. Here are the steps:

StepsScreens (Click to view)
  1. Download the plugin and import into your Joget platform (See Figure 1).

  2. Return to All Apps and click on "Design New App". Provide the app details and click on the "Save" button.

  3. Click on "Create new form" and add two fields:
    1. A hidden field with id = 'status'
    2. A textfield field with id = 'request'

  4. Save your form.

  5. Click on the green button called App Generator then click on "Generate Process - Approval Process" (See Figure 2).

  6. Close the form and return to the "Design App" page. You will notice that the App Generator has created the datalist and userview records for you.

  7. Publish your app and click on "Launch".

  8. Your app is now ready for you.

  9. In the app, click on "Submit Request Form" menu. Fill in the "Request Note" and click on the "Submit" button (See Figure 3).

  10. In the app, click on "Approval" menu. You will immediately see something new; the datalist has "Approve, Reject, Clarify, Reassign" buttons below the list. These buttons was generated by the new Process List userview plugin (See Figure 4).

  11. Now click on the "View" hyperlink in the Approval datalist.

  12. The form will open and you will again see something new, the form has "Approve, Reject, Clarify, Reassign, Save As Draft, Cancel" buttons. These buttons was generated by the new Process Form modifier plugin (See Figure 5).

  13. Go ahead to click the "Approve" button. You have completed the process flow.

  14. In the app, click on the "My Closed Request Form" menu to see the completed record.

  15. You can view the generated process flow in "Design App > Processes".

  16. The app includes generated email notification in the "Processes > Map Tools To Plugin" which you can customize anytime.

Figure 1

Figure 1

Figure 2

Figure 2

Figure 3

Figure 3

Figure 4

Figure 4

Figure 5

Figure 5

Process List Userview Menu Properties

Configure Process List

Name

Description

Custom ID

Item link slug. Optional field.

Unique field

Value defined here must be unique to the rest of the Userview Menus as the first matching name will be called upon.

Label *Menu label. Mandatory field.
Process *Map to process. Mandatory field.
List *Datalist to load. Mandatory field.
Type *

Each process list menu is like a CRUD menu, but with enhanced features. You can tag the process list menu for various tasks and the plugin will automatically present the action buttons. There are five types of process list:

  • My completed: Use this type to display completed tasks. My completed belongs to the user who started the process.

  • My in progress: Use this type to display submitted tasks. Joget will add the 'Reassign' and 'Withdraw' buttons in the datalist.

  • My participated: Use this type to display completed tasks. My participate allows other users to view and input comments in the task form.

  • My withdrawn: Use this type to display withdrawn tasks.My withdrawn belongs to the user who started and then withdrawn the process.

  • Process activity: Use this type to display tasks pending approval or clarification. Joget will add the 'Approve', 'Reject', 'Clarify' and 'Reassign' buttons in the datalist.









UI (Form)

Name

Description

FormChange this property to open another form
Created by field id *Default to 'createdBy' to store the username
Set all sections as readonly?Check as readonly if you do not want users to change the completed record.
Display readonly as label?Check to show readonly fields as labels.


Comments

Name

Description

Enable comments?

Check this and the plugin will display a new field for user to input comments.

Show activity name?

Check to display the activity name in the comment trail.

Number of latest comments show by default *

Defaults to 5 lines of comment trail per pagination.

Disabled adding new comment?

Check if you want to disable new comments.

Process Status

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 the 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)

Data

Name

Description

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 your new app. For example, if your appId is "myFavApp", the new table name in the database is "app_fd_myFavApp_pd".

UI

Name

Description

Back Button Label

You can change the back button label. Default is "Back".

Save Button Label

You can change the save button label. 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. 


UI List

NameDescription

Show Number of Rows In Menu

Show Number of Rows In Menu.

Performance Warning

Additional query will be performed to return record count every time the Userview loads.

Button Position
  • Top Left
  • Top Right
  • Bottom Left
  • Bottom Right
  • Top Left & Bottom Left
  • Top Right & Bottom Right
Selection Type
  • Multiple
  • Single
Selector Position
  • Left
  • Right
  • Both let & right
  • No

View form link label

Optional.

Link to edit the form will default to 'View' but you can change the link name here.

Custom Header

Custom Header in HTML to show above the listing.
Custom FooterCustom Footer in HTML to show below the listing.

Advance

Name

Description

Userview Key NameDefine a column name to pre-filter the datalist against using the userview key value.

Performance & Offline: Cache Settings

Name

Description412px


Scope

Caching options are:

  • None: no caching.
  • Application: Cache content by application where all users will see the same content.
  • User: Cache by username

Duration (s)Duration in seconds to cache content, defaults to 20 seconds if applicable.


Performance & Offline: PWA Offline Settings

Note: PWA Offline support is dependent on the theme used.

Name

Description


Enable cache for offline supportCheck this to enable caching for offline support, usually set for use on mobile browsers.

Cache all datalist links in first pageCheck this to enable caching for all datalist links, usually set for use on mobile browsers.
Cache list actions (Non post action)Check this to enable caching for datalist action buttons, usually set for use on mobile browsers.


Download Demo App

APP_demo_process_enhancement.jwa




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