Enabling Sequential Approvals by Multiple Participants

This example demonstrates how to create a task with multiple approvals in an ordered sequence using the Dynamic Sequential Approval AgileShape. This example uses process attributes to loop through a specified list of approvers in sequential order. At runtime, the process does not move forward until all the identified reviewers have approved the activity in the prescribed order.

Instructional Goals

Demonstrate how to set up sequential approvals for an activity.

Example Process: Create or Update a Human Resources Policy

Problem Statement

Create or update a human resources (HR) policy within an organization.

Business Requirements

The process is initiated when an HR employee submits an update to the company HR policies.
The policy must be approved by multiple reviewers in sequential order.

Navigation

In AgilePoint Envision, open a process template.
Navigate to the Premier Extension stencil.
On the Premier Extension stencil, drag the Dynamic Sequential Approval AgileShape, and drop it on the process template.
To view the entire list of properties, in the Design Tasks pane, click Show Properties.

Instructions

On the Dynamic Sequential Approval AgileShape, complete the following fields.

Field Name	Value
Approvers	$HRApprovers
LoopCondition	$MoreHRApprovers
Work to Perform	Your ASP.NET or InfoPath form

On the Premier Extension stencil, drag the Update Custom Attributes AgileShape, and drop it on the process template.
On the Configuration field, click the Ellipses button.
On the Create or Update Custom Attribute window, click Add.
In the AttributeName column, enter HRApprovers.
You can also click the Schema button to select the HRApprovers attribute from your InfoPath or ASP.NET XML schema.

In the Expression column, enter a C# expression that indicates the list of approvers for your Dynamic Sequential Approval task.

Field Name	Value
Expression	Definition: Specifies a value that is assigned to the custom attribute at runtime by a code snippet. Allowed Values: A C# code snippet. The following rules apply: You can specify simple expressions only. For example, assignment, call, increment, decrement, and new object expressions. The string value must be enclosed within the quotation marks. For example, "Name". You cannot leave the Expression field empty. Default Value: None Custom Attributes: Yes Example: "True" @"AP5\John; AP5\Bob; AP5\Lily; AP5\Fred";

Field Name

Value

Expression

Definition:

Specifies a value that is assigned to the custom attribute at runtime by a code snippet.

Allowed Values:

A C# code snippet. The following rules apply:

You can specify simple expressions only. For example, assignment, call, increment, decrement, and new object expressions.
The string value must be enclosed within the quotation marks. For example, "Name".
You cannot leave the Expression field empty.

Default Value:

None

Custom Attributes:

Yes

Example:

"True"
@"AP5\John; AP5\Bob; AP5\Lily; AP5\Fred";

On the Create or Update Custom Attribute window, click Add.
In the AttributeName column, enter MoreHRApprovers.
In the Expression column, enter "True".

Parent topic: Instructions Parent topic: Instructions Parent topic: Common AgileShape Configuration Windows