Configure Voting for eForms

To configure voting for a manual activity using eForms, do the procedure in this topic to connect approver responses to your form data..

Figure: Voting Task Configuration screen

Voting Task Configuration screen

Examples

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the eForms eForms icon tab.
      2. On the eForms eForms icon tab, drag the Advanced Task (eForms) Advanced Task icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the eForms Process Adaptation screen, click Voting Task Configuration Voting Task Configuration icon

Procedure

  1. On the Voting Task Configuration screen, complete these fields.
    Field Name Definition

    Select the repeating data node that will contain the approvers data
    Function:
    Specifies a group of approvers for a human task.
    Accepted Values:
    An XML variable that represents a group of approvers.

    This is a parent node where the children represent individual approvers within the group.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Store The Voting Result In
    Function:
    Specifies the final result that says if a task is approved or rejected.
    Accepted Values:
    A process data variable that accepts a Boolean value, or the text true or false.
    • True - The task is approved.
    • False - The task is rejected.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    The result is considered when % of the users approve
    Function:
    Specifies the minimum proportion of approvers required to approve the item, expressed as a percent.
    Accepted Values:
    An integer, or a process data variable that stores an integer.

    You can use Process Data screen to specify a process data variable.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    If you have enter 60, and you have 7 approvers, at least 5 of the approvers would need to vote Yes for the item to be approved because 4/7=57%, and 5/7=71%.