(Example) Create a Voting-Based Approval Task

To create a task with more than one approver that uses voting-based approval, 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 App 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) 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, in the Approval Order field, select Parallel.
  8. Click Next.
  9. On the Voting Task Configuration screen, Process Data > Form Data screen, drag the ApproverDetails process data variable to the Select the repeating data node that will contain the approvers data field.

    The ApproverDetails process data variable is the internal name of the Approver Details subform form control that you configured on the Approvers eForm. For more information, refer to (Example) Configure the Approvers Details Subform for the Voting Approval eForm.


    ApproverDetails
  10. In the Approver Name field, select ManagerName.

    ManagerName
  11. (Optional) In the Voting Decision field, select ManagerHRManagerDirectorApproval.

    ManagerHRManagerDirectorApproval
  12. (Optional) In the Approver Mandatory Status field, select ApproverIsMandatory.

    ApproverIsMandatory
  13. In the Store The Voting Result In field, drag the VotingResult process data variable.

    VotingResult
  14. In the The result is considered when field, enter 100.

    100
  15. Click Advanced Task Configuration Advanced Task Configuration icon.
  16. On the Advanced Task Configuration screen, click Add New Form.

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

    Approvers
  18. Click Next.
  19. On the Choose Form Layout screen, click Existing Form.

    Existing Form
  20. Click Next.
  21. On the Select Existing Form screen, select Set Available Leave Hours.

    Set Available Leave Hours
  22. Click Finish.
  23. The eForm Builder shows the selected eForm:

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

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

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

    Approvers Advanced task