(Example) Create a Parallel Approval Task

Target Result

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

Good to Know

• 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.

Procedure

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

   
   
   

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.

   
   
   

3. Click Next.
4. The General Configuration screen opens.

   
   
   

5. In the Display Name field, enter 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 Parallel.
9. Click Advanced Task Configuration .
10. On the Advanced Task Configuration screen, click Add New Form.

    
    
    

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

    
    
    

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

    
    
    

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

    
    
    

16. The eForm Builder shows the selected eForm:

    
    
    

17. On the eForm Builder screen, click Save .

    
    
    

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

    
    
    

20. Click OK.
21. The Process Builder shows the process model with the Approvers Advanced task.