(Example) Configure Rules for the Sequential Approval eForm

Other Examples

• (Example) Use Rules in a Form Control
• (Example) Configure Rules for the Parallel Approval eForm
• Advanced Examples

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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.
5. (Example) Create a Sequential Approval Task.
6. (Example) Set Sections for the Sequential Approval eForm.
7. (Example) Configure the Sequential Approval Check Box Form Control.

Procedure

1. On the Approvers eForm, in the Approvers check box form control, click Rules .

   
   
   

2. On the Rule Builder - Approvers screen, in the Field section, drag Approvers to When section.

   
   
   

3. On the Approvers field, in the Comparer field, select the is equal to operator.
4. In the Rule Value field, select Manager.
5. In the Actions section, drag Show Control to Then section.
6. On the Show Control field, in the Rule Value field, select Manager Approval.
7. Click Add Rule.
8. In the Field section, drag Approvers to When section.

   
   
   

9. On the Approvers field, in the Comparer field, select the is equal to operator.
10. In the Rule Value field, select HR Manager.
11. In the Actions section, drag Show Control to Then section.
12. On the Show Control field, in the Rule Value field, select HR Manager Approval.
13. Click Add Rule.
14. In the Field section, drag Approvers to When section.

    
    
    

15. On the Approvers field, in the Comparer field, select the is equal to operator.
16. In the Rule Value field, select Director.
17. In the Actions section, drag Show Control to Then section.
18. On the Show Control field, in the Rule Value field, select Director Approval.
19. Click Add Rule.
20. In the Field section, drag Approvers to When section.

    
    
    

21. On the Approvers field, in the Comparer field, select the is equal to operator.
22. In the Rule field, enter Manager, HR Manager, and Director separated by semicolon.
23. In the Actions section, drag Show Control to Then section.
24. On the Show Control field, in the Rule Value field, select Manager Approval.
25. In the Actions section, drag Show Control to Then section.
26. On the Show Control field, in the Rule Value field, select HR Manager Approval.
27. In the Actions section, drag Show Control to Then section.
28. On the Show Control field, in the Rule Value field, select Director Approval.
29. Click Add Rule.
30. In the Field section, drag Approvers to When section.

    
    
    

31. On the Approvers field, in the Comparer field, select the is equal to operator.
32. In the Rule field, enter Manager and HR Manager separated by semicolon.
33. In the Actions section, drag Show Control to Then section.
34. On the Show Control field, in the Rule Value field, select Manager Approval.
35. In the Actions section, drag Show Control to Then section.
36. On the Show Control field, in the Rule Value field, select HR Manager Approval.
37. Click Add Rule.
38. In the Field section, drag Approvers to When section.

    
    
    

39. On the Approvers field, in the Comparer field, select the is equal to operator.
40. In the Rule field, enter Manager and Director separated by semicolon.
41. In the Actions section, drag Show Control to Then section.
42. On the Show Control field, in the Rule Value field, select Manager Approval.
43. In the Actions section, drag Show Control to Then section.
44. On the Show Control field, in the Rule Value field, select Director Approval.
45. Click Add Rule.
46. In the Field section, drag Approvers to When section.

    
    
    

47. On the Approvers field, in the Comparer field, select the is equal to operator.
48. In the Rule field, enter HR Manager and Director separated by semicolon.
49. In the Actions section, drag Show Control to Then section.
50. On the Show Control field, in the Rule Value field, select HR Manager Approval.
51. In the Actions section, drag Show Control to Then section.
52. On the Show Control field, in the Rule Value field, select Director Approval.
53. Click OK.