8/10/2019 Process Maker Workshop Steps

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Sir needs atleast 2 levels (in the workshop)

We use designer tab

Right Click on workspace and select new task

Give title to the task ( by right clicking and selecting properties on the task)

Green Ball can be used to make starting task

After all tasks are made , use sequencing button to link them and finally use the end task

Now go to dynaform tab , blank dynaform.

Title : Leave Application , and then save

Now select T button and give field name : Leave Application Form

Label : Leave Application Request , click on enable html.

Text Field button :-

Field Name : Full Name

Label : Full Name

Check on required box

Save

Again go to text field button

Field Name : Employee ID

Label Employee ID

Check on required box

Date button

Field Date: Start Date

Label : Start Date

Start Date & End Date entered

Again check the required box

Click on save

Similarly add a block for end date

Now, select button

Enter field name as: Submit

Label : submit

8/10/2019 Process Maker Workshop Steps

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Now to delete the submit button , we go to fields handler tab and delete it.

The correct way is to use submit button,

Now enter field name : submit

Now dynaform is saved & close the dynaform.

Now dynaform for manager is to be done , go to dynaform

Title : Final Approval

Field Name : Approve / Reject

Label : Approve or Reject

Enable HTML.

Save

Add dropdown box

Field Name : Approve/Reject

Label : Approve/Reject

Check required box

To add more value in dropdown , use new button

Value : Approve , Label : Approve

Value : Reject , Label : Reject

Save.

Again use submit button

Field Name : Submit

Label : Submit

Save & Close

Right click on task & steps is selected , new button is selected.

Select edit button for both dynaform ( This ensures role based authorization)

Same to be done for manager.

Now select the rhombus to define routing rules

New task : Approve , Condition : @@ApproveReject== Approve

8/10/2019 Process Maker Workshop Steps

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Same steps have to be done for accept task and reject task

Accept :

Select @@

@@ApproveReject== Approve

Now go to ADMIN tab

& Select user tab and select new .

Personal Info

First Name , last name etc. needs to be filled to create user.

Go to DESIGNER tab, now assign user to each task

Right click on task & assign user

To run the application , go to new case

Now we see the form that we created