(Example) Create a Sequential Approval Task

To create a approval task with more than one approver in a sequence, do the procedure in this topic.

Target Result

When you complete this example procedure, the finished eForm will look like this.


Target Result

Good to Know

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.

Procedure

  1. On the eForms eForms icon tab, drag the Advanced Task (eForms) Advanced Task icon.

    Advanced Task
  2. On the Advanced Task Configuration screen, select the Create Absence Request eForm.

    This step is a shortcut to complete the configuration for the activity. This is not the eForm to use for this task.


    Create Absence Request eForm
  3. Click Next.
  4. The General Configuration screen opens.

    General Configuration screen
  5. In the Display Name field, enter Approvers.

    Approvers
  6. Click Next.
  7. On the Participants screen, drag three participants with these role onto the Details list:
    • Manager
    • Human resources
    • Director
  8. In the Approval Order field, select Sequential.
  9. Click Advanced Task Configuration Advanced Task Configuration icon.
  10. On the Advanced Task Configuration screen, click Add New Form.

    Add New Form
  11. On the Form Details screen, in the Form Name field, enter Approvers.

    Approvers
  12. Click Next.
  13. On the Choose Form Layout screen, click Existing Form.

    Existing Form
  14. Click Next.
  15. On the Select Existing Form screen, select Set Available Leave Hours.

    Set Available Leave Hours
  16. Click Finish.
  17. The eForm Builder shows the selected eForm:

    Selected form
  18. On the eForm Builder screen, click Save Save icon.

    Save
  19. In the Save quick menu, click Save and Check In Save and Check In icon.
  20. The eForm Builder screen closes and the Advanced Task Configuration screen shows in the Process Builder.

    Advanced Task Configuration screen
  21. Click OK.
  22. The Process Builder shows the process model with the Approvers Advanced task.

    Approvers Advanced task