(Example) Configure a Timer activity

Result

This example shows how to add and configure the Timer activity in the Sales Quotation app to bypasses the Sales Manager approval and goes directly to the Department Head for approval.

When you add the Sales Quotation app from the App Store to the App Builder, and open the process, it looks like this:

When you complete this example procedure, the finished process looks like this:

Prerequisites

• This example uses the Sales Quotation app from the AgilePoint NX App Store.

  For more information, refer to How to Get the App

Good to Know

• Sales Quotation is an app that collects information about a sale to provide a sales quote. The sales quotation request is routed for escalationg approvals from the Sales Manager, and then the Department Head.

  For the use case in this example, if the Sales Manager does not respond to the sales quotation after 1 business day, the sales quotation uses a Timer activity to bypass the Sales Manager approval step and route the request directly to the Department Head. The Timer helps to ensure the efficiency of the process, so that the sales prospect is not waiting for the Sales Manager if they are unavailable.

How to Start

1. Click App Builder.

   
   
   

2. On the App Builder Home screen, click All Apps.

   
   
   

3. On the All Apps screen, on the Sales Quotation app, click Edit .

   
   
   

4. On the App Details screen, hover over the Sales Quotation process model, and click Edit .

   
   
   

Procedure

1. On the Process Builder screen, in the Activity Library, click the Common tab.

   
   
   

2. On the Common tab, drag the Timer activity onto your process.

   
   
   

3. On the Set Time screen, in the Display Name field, enter Manager Approval Timer.

   
   
   

4. In the Time field, enter 1.

   
   
   

   In the Unit list, Day is selected by default.

   
   
   

5. Click Finish.

   The Process Builder screen shows with the Manager Approval Timer activity.

   
   
   

Procedure

1. On the Activity Library screen, in the Common tab, drag the Or activity onto your process.

   
   
   

2. On the General Configuration screen, in the Display Name field, enter Cancel Timeout Manager Approval.

   
   
   

3. Click Next.
4. On the Configuration screen, select these fields:
   • All Human Tasks
   • All System Activities

   This cancels all activities from the alternate process branch.

   
   
   

5. Click Finish.

   The Process Builder screen shows with the Or activity.

   
   
   

Next, save, check in, and publish the process-based app.

For more information, refer to (Example) Save, Check In, and Publish a Process-Based App.

Next, run the app.

Procedure

1. To run the app, refer to My Apps screen.
2. Complete and submit the Sales Quotation form.

   
   
   

3. Click Inbox > Processes.

   
   
   

4. On the Inbox screen, click Processes > I Started.

   
   
   

5. On the Processes I Started tab, click Sales Quotation > View Process .

   
   
   

   In the Process Monitor screen, you can see if the Sales Manager does not respond to the sales quotation after 1 business day, the Sales Manager Approval task is canceled, and the process goes to the Department Head Approval task.

   
   
   

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

• This procedure is optional. It is provided so you can test the example with an out-of-the-box app.
• This is part of the Background and Setup procedures, but many users preferred this step to appear after the example, not before it.

Get the App

1. Click App Store.

   
   
   

2. In the CATEGORY section, click Sales.

   
   
   

3. Click the Sales Quotation app.

   
   
   

4. On the Sales Quotation screen, click Add.

   
   
   

5. On the Trust App screen, click Trust it.
6. Click Return to site.