(Example) Configure the Sequential Approval Check Box Form Control

Prerequisites

• participants to use in the process.

  For more information, refer to Add a New User.

• These groups:
  • Manager
  • Human resources
  • Director

  For more information, refer to Create a Group.

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 tab.

   
   
   

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

   
   
   

4. In the Label field, enter Approver List.

   
   
   

5. Click the Configure tab.

   
   
   

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

   
   
   

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

   
   
   

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