Generate Process - Approval Process

Introduction

The Generate Process - Approval Process function allows you to generate a generic approval process flow, complete with complementing forms and UI menu items, from an existing form in your app. This feature is designed to streamline the creation of approval workflows by providing a ready-made process template.

How to use generate process - approval process

1. Start the Joget Server and open the App Center.
2. Log in as admin and open the App Composer for your desired app.
   
3. Go to the Generate App function in the Form Builder
4. Select Generate CRUD.
5. Click Generate. 
   
   

Approval Process Flow

The generated approval process includes a series of forms, user interfaces, and workflow steps to facilitate the approval process. It provides a template for the approval process flow, which can be customized as needed.

1. Approval process flow template. 
   
2. The series of forms that are created to complement the process flow.
   
3. App generator.
   
4. After generating the approval process, the generator adds a new category to the UI.
   

Generate process - approval process properties

Click Advanced Generation under GENERATE PROCESS - APPROVAL PROCESS to access the APPROVAL PROCESS Options page.

Options

The Options section allows you to configure specific settings for the approval process generation, ensuring the process meets your application’s requirements and user expectations.

Fields to Configure:

• Category Label: Define the category label to be appended to the target UI.
• Start Process Menu Label: Define the Process Start menu label to be created under the new category.
• Process Name: Name of the process.
• List: Choose an existing List to associate with the List Inbox that will be created.
• UI: Choose the UI to append the new UI category into.

Advanced options

The Advanced Options section provides additional configuration fields to customize the approval process further. These settings allow for more detailed control over the appearance and behavior of the approval workflow.

UI menu options

This section allows you to configure the UI menu settings for the approval process, including identifiers and participant labels.

Fields to Configure:

• Inbox Menu ID: Identifier for the UI menu.
• Start Process Menu ID: Identifier for the start process menu.

Participants label

Labels of the participants in the process can be changed to reflect their roles accurately.

Fields to Configure:

• Approver
• Applicant

Activities label

Labels of the activities in the process can be customized to match the specific actions required.

Fields to Configure:

• Clarification
• Approval

Tools label

Labels of the tools used in the process can be customized to reflect their functions.

Fields to Configure:

• Update Record Status
• Email on Received
• Email on Approved
• Email on Rejected

Emails

The contents of the email sent to the participants can be changed.

Fields to Configure:

• 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

Names of the forms used in the process can be customized to suit the specific approval workflow.

Fields to Configure:

• Approval Form
• Approval Action Form
• Clarification Form

Form fields label

Labels of the form fields can be customized to describe the data being collected accurately.

Fields to Configure:

• Approver
• Approval Date 
• Status Field Label 
• Remarks

Form sections label

Labels of the form sections can be customized for better organization and clarity.

Fields to Configure:

• Approval
• Approval Trails

Status values

Labels of the statuses in the process can be customized to indicate the current state of the approval process.

Fields to Configure:

• Approved
• Clarification Required
• Rejected

Using the Generate Process - Approval Process function simplifies the setup of approval workflows, ensuring a structured and efficient process is integrated into your Joget application.