Creating an Approval Callable Object 

Use

Guided Procedures provides a callable object that enables the processor to approve or reject a previous action, thereby sending a mail to selected recipient(s).

To use this function, you must create a callable object of this type, and attach it to an action.

Prerequisites

·        You must have the required permissions to create callable objects in the gallery.

·        If you want to use the function for sending e-mails, you must have set up e-mail templates.

Procedure

Creating a Callable Object

...

       1.      Launch GP design time and choose Create Callable Object from the contextual navigation panel.

       2.      Enter the following data:

○       Type – extend node Process Control, and select Visual Approval

○       Name – enter a name for the callable object; for example, CO 3: Approve or Reject

○       Description – enter a brief description for the object

○       Original Language – select a language from the dropdown list; for example, English

○       Folder – choose a folder to store the callable object; for example, My First Process

       3.      Choose Next.

To define input parameters, choose Insert New.

For the purposes of the process that you create, define the same input parameters as the output parameters that you have defined for the data input form. For more information, see Creating an Input Data Form.

       4.      Choose Next.

The output parameters for the callable object are predefined. You do not need to define additional ones.

       5.      Choose Next.

Set the configuration parameters of the callable object as follows:

○       Approve E-Mail – choose a template for the e-mails to be sent in case that the processor of the action chooses Approve; for example, choose the predefined template Approval

○       Recipients for Approval – select the recipient of the approval e-mail.

For example, you can choose to send the e-mail to the initiator of the process, to the processor of the action, to the administrator, owner, or overseer of the process, or to all process contributors.

○       Reject E-Mail – choose a template for the e-mails to be sent in case the processor of the action chooses Reject; for example, choose template Rejection

○       Recipients for Rejection – select the recipient of the rejection e-mail

The system sends e-mails only if you select an e-mail template. If you leave the default option No MIME Selected, e-mails are not sent.

       6.      Choose Finish and Open.

The design time for the callable object opens.

       7.      Choose  (Activate).

Creating an Action

       1.      Open the gallery and choose Create Action from the contextual navigation panel.

       8.      Enter the following data:

○       Name – for example, Approve or Reject

○       Description – enter a brief description of the action; for example, Approve or Reject

○       Original Language – choose English

○       Folder – choose My First Process

       9.      Make sure you select Callable Object for Execution from the Item dropdown list, and choose  (Insert).

   10.      Browse to select CO 3: Approve or Reject.

To confirm, choose Select.

   11.      Choose  (Activate).

Result

You can now use the approval callable object in a process. To create the process template, you can use the simple process wizard, as described in Creating a Simple Process.