AgileForm Serial

Generates an AgileForm for serial, or sequential, approvals. This form appears as an activity in the identified participants' Task List.

In a serial approval model, the task cannot move forward until a defined set of participants submits an approval in a specified order. (For approvals that do not require a particular approval sequence, use the AgileForm Parallel AgileShape.) You can define the set of approvers and number of required approvers. All approvers for the AgileForm Serial AgileShape use the same approval form.

For detailed information regarding AgileForms, see the AgileForms Online Help.

Note: The default value of the Work To Perform property for this shape is FormRender. Do not change this value.

Properties for This AgilePart

Field Name	Definition
Approvers	Default value: $Approvers This property specifies the name of the custom attribute that (initially) contains the user names of the approvers. The user names should be separated by a semicolon. Each time this AgileShape is entered at runtime, the AgileShape will assign a task to the first username specified by this property. Then the custom attribute associated with this property will be modified to remove the username so that the next username will be assigned the task during the next iteration through the loop. Note: The value of this property must be the name of a custom attribute. The value of the custom attribute must be initialized elsewhere using an Update Custom Attributes AgileShape.
LoopCondition	Default value: $HasMoreApprover This property specifies the name of the custom attribute that will be updated each time the AgileShape is exited to indicate whether more Approvers are still waiting to be assigned the task. The value of the specified custom attribute should be checked (using a SingleCondition AgileShape within the loop) to determine whether the loop should be exited or not. Note: The value of this property must be the name of a custom attribute. The value of the custom attribute must be initialized elsewhere using an Update Custom Attributes AgileShape.
Configuration	This property allows the process modeler to configure the participants for the approval task. Click the Ellipses button to open the configuration dialog.
Edit Form	Opens the AgileForms form editor, which edits the form. For detailed information about editing forms in AgileForms, see the AgileForms online help.
Export Form	Saves the form as an AgileForms XML form file.
Import Form	Imports an AgileForms XML form file, and replaces the form for this shape with the imported one. All fields from the imported form are added to the form library for the current process.
Preview Form	Opens the AgileForms preview window, where you can preview the form.
ReportView	Default value: False Specifies whether an AgileForms AgileShape will be used in Report View. This property can be set to the following values: True - The AgileShape will serve as the Report View form. Only one AgileShape can have this value in a single process model. False - The AgileShape will not serve as the Report View form. If all AgileForms AgileShapes in a process model are set to False, the AgileForm for the Submit step is used for the Report View, as if it were set to True.
SaveOptionField	Definition: A field that enables the process participant to save an AgileForm, rather than submitting it, at runtime. Allowed Values: A schema node. Default Value: None Custom Attributes: No Example: Yes/No Text Select One, with the values "Save" and "Do not Save".
SaveOptionText	Definition: Specifies the label of the SaveOptionField. Allowed Values: A text string. Default Value: None Custom Attributes: No Example: Yes Save
SubmitStep	Default value: False This property should be set to 'True' if the Form is used as the Submit step (i.e. the first step where you are creating the list item). Note: If you have set a custom field as required in a SharePoint list, it must be editable on the Submit step, otherwise SharePoint throws an exception. Note: If you have set a field to be of type Multiple lines of text, the field cannot be set as Read Only.
Transfer Form	Transfers a form from one AgileForm AgileShape to another within a process. If you transfer a form to an AgileShape the current form is overwritten with the one that is transferred.
Edit Library	Opens the AgileForms form library editor. Each field you add to an AgileForm is added to the form library for the process. The fields in a form library are available for use for to all forms within a process.
Export Library	Saves the form as an AgileForms XML form library file.
Import Library	Imports an AgileForms XML form library file. Note: If you import a form library, the current form library will be overwritten with the imported form library. If you want to add form fields to an existing form library, AgilePoint recommends importing a form, instead of a form library.

AgileWork Properties

This AgileWork inherits the properties of the AgileWork AgileShape. For a list of these properties, see AgileWork - Common Setup. Note that only the relevant properties are available in AgilePoint Envision. Unneeded properties are hidden.

Parent topic: AgileForms Stencil Parent topic: AgileForms Stencil