Modeling the Form Approval Activity 

Use

Once a composite form is submitted to the Guided Procedures (GP) framework, it can be collected and processed in a number of ways. This procedure shows you how to create an action with a callable object that accepts a composite form as input and provides the means for approval or rejection.

In the example process, the processor of this step is the manager responsible for the form approval. This person can view or download the form before making the decision.

Prerequisites

You have the appropriate rights to work with GP design time.

More information: Authorizations

Procedure

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       1.      From the contextual navigation panel in GP design time, choose Create Action.

       2.      In the Create Action dialog box, select English and choose Create.

       3.      Enter the following basic data:

○       Name – Approve Social Benefits

○       Description – Approves or rejects a composite form

○       Folder – select the folder created for the tutorial, for example, My First Composite Form

       4.      Make sure that Callable Object for Execution is selected from the Item dropdown box and choose (New).

       5.      Enter the following basic data for the callable object:

¡        Type – from the Type list, select Process Control  → Composite Form/File Approval.

○       Name – Approve Social Benefits CO

○       Description – Approves or rejects a composite form

○       Original Language – for example, English

○       Folder – select the folder created for the tutorial, for example, My First Composite Form

       6.      Choose Next.

On the Define Input screen, you can view the required input parameters but you do not need to define any additional ones.

       7.      Choose Next.

On the Set Configuration screen, you may add result states or change the name of the two states available. For the purpose of the tutorial, you can use the default result states.

       8.      On the Finish screen, choose Finish.

       9.      Activate the new action.

Result

Once you have created the form approval step, you can start with the confirmation step.

More information: Modeling the Notification Activity