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.

Knowledge Base for DX 7 > Generate Process - Approval Process > Screenshot 2015-10-01 17.39.54.png

Figure 1: Approval process flow template

Knowledge Base for DX 7 > Generate Process - Approval Process > Screenshot 2015-10-01 17.40.05.png

Figure 2: Screenshot highlighting the series of form that is created to complement the process flow

Knowledge Base for DX 7 > Generate Process - Approval Process > Screenshot 2015-10-01 16.17.31.png

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

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

Name

Description

Screen (Click to view)

Datalist ID

Datalist Name

Choose Columns

Select Columns to be displayed in Datalist.

AutoComplete enabled. Type column name to display filtered selection.

Create New Userview Options

Name	Screen (Click to view)
Userview ID
Userview Name
Userview Description

Userview Menu Options

Name	Screen (Click to view)
Inbox Menu ID
Start Process Menu ID

Participants Label

Name	Screen (Click to view)
Approver
Applicant

Activities Label

Name	Screen (Click to view)
Clarification
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)
Approval Form
Approval Action Form
Clarification Form

Form Fields Label

Name	Screen (Click to view)
Approver
Approval Date
Status Field Label
Remarks

Form Sections Label

Name	Screen (Click to view)
Approval
Approval Trails

Status Values

Name	Screen (Click to view)
Approved
Clarification Required
Rejected