(Example) Configure the Sequential Approval Check Box Form Control

To configure the Approvers check box form control to let the manager, human resource, and director approve or reject the absence request, do the procedure in this topic.

Prerequisites

Good to Know

  • The approver selects the check box based on his or her group.
  • The rule shows or hides the radio buttons based on the selected approver.
  • For a list of limitations for AgilePoint NX example documentation, refer to (Example) Create a Process-Based Application.

How to Start

  1. (Example) Create a Process-Based Application for an Absence Request.
  2. (Example) Start an Absence Request Process with an eForm.
  3. (Example) Create an eForm to Set Available Leave Hours.
  4. (Example) Configure a Condition Activity to Check the Leave Hours Available in the Absence Request Process.
  5. (Example) Create a Sequential Approval Task.
  6. (Example) Set Sections for the Sequential Approval eForm.

Procedure

  1. On the eForm Builder screen, in the Toolbox, open the Common Controls Common Controls icon tab.

    Common Controls tab
  2. On the Common Controls Common Controls icon tab, drag a Check Box Check Box icon form control onto your eForm.
  3. On the Field Setting - Check Box screen, click the General tab.

    General tab
  4. In the Label field, enter Approver List.

    Approver List
  5. Click the Configure tab.

    Configure tab
  6. On the Configure tab, set the Orientation to Horizontal.
  7. In the Inline List Options section, click Add Option.

    Add Option
  8. In the Name and Value fields, enter these values:
    • Manager
    • HR Manager
    • Director

    Name and Value
  9. To save the changes, click Close Screen Close Screen icon.
  10. The eForm Builder shows the Manager, HR Manager, and Director check box form control for the Approvers eForm.

    Approvers eForm