In this caseexample, we delegated demonstrate how to configure a workflow where a task is delegated to the manager of the person who initiated the task. It The process is completed when the assigned task is approved by the manager.
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Step-by-Step Guide
Creating a Task
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to Assign
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to the Manager
A new process must be created before assigning a task to the manager. However, within this process, we can assign a task to the manager.
Create a New Process
Select "all foldersAll Folders" from the menu that includes folders.
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After entering all folders, and click "+New Folders" appears at the top of the folders.After you type the folder name Folder" to create a new folder.
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Name the folder and select the folder type. After creating the folder, enter the folder appears.
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Then, type and create a new process by typing a process name and press pressing the "+" button . That provides an to open the process designer.
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On In the opening process version screen, there is a version name and a book icon. Below those, presses the “edit” button.
Create Task
Create 2 consecutive tasks with the following actions;
After clicking Edit on the versions page, the first task is ready on the page that opens.
Clicking adds new and Task twice enables editing for naming.
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After it is named, another one of the same comes under it. It is also named in the same way.
By clicking once on the given name, "add new task" appears on the side. By clicking here, the task to be assigned can be set up.
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Then, automatically an arrow goes to that task which means they are related, and when the first task is confirmed, the second task comes.
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Manager Approval’s buttons' name changes in the same way as Approve and Reject. The names of the buttons can be change.press the “Edit” button to open the process designer.
Create the Tasks
In the process designer, create two consecutive tasks. The first task will be initiated by any user in the organisation, and the second task will be for the manager's approval.
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Hover over the right section of the action button to reveal a red dot. Clicking this red dot will allow you to create a new task from the action button.
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When you select “Add New Task”, the system will create a new task that is directly routed from the action button.
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Now, name the second task Manager Approval. Then, add two action buttons: Approve and Reject.
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When the manager approves the form then it’s done, if not , the process is completed. If the manager rejects it, the task returns to the expense form. Can This behaviour can be adjusted with arrows coming out of using the arrows that appear from the red dot. Red The red dots appear when the mouse comes on become visible when you hover over the buttons.
The To set the Reject button to return to the Expense Form, drag the red dot from the Reject button can be adjusted by dragging it towards the lightning bolt on the back of the expense form taskand drop it on the left side of the first task (Expense Form). This ensures that the form returns to the beginning when the Manager rejects the approval task, the process returns to the beginning.
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Assign Roles to the Tasks
This section gives assigns a role to the tasks you want to submit.
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After the named name, the caption automatically fills with the same. If necessary, it can be changed.
Then, the system moves to a page showing the role type and decision table.
For the manager role, chooses select "expression" in from the decision table role type dropdown.
Then the The decision table disappears and comes to will then disappear, and the expression language and coding part, and chooses javascript in section will appear. Choose JavaScript as the expression language.
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The expression part adds In the expression section, add the code for to automatically finding find the manager. Then writes , enter the given provided example code in the example.
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| Code Block | ||
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$Membership.FindManager( $Xml.Evaluate('PersonnelInformation/Personnel') ); |
Since the managers of the staff are variables, after adding the staff, we need to write this code as an expression to the manager so that it finds the manager of the selected staffThe
FindManagerfunction allows you to locate the manager of the provided identity. In this example, the identity is retrieved directly from the form using$Xml.Evaluate('PersonnelInformation/Personnel'), which gives us the identity of the person selected on the form. However, if you prefer to use the form's initiator as the identity, simply pass$Initiatoras the parameter instead.
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The selected personnel here assigns to the manager for approval.
Then, can turn to the scheme tab named pool above the role type. The system automatically saves the changes.
After pressing the second task, the menu appears from the right side of the page.
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The created role which is the manager is selected from the dropdown After defining the role and setting up the expression, assign this role to the Manager Approval task in the process designer to ensure the task is routed to the correct manager.
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Select the created role, Manager, from the dropdown menu titled Role.
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Then, the second task, called Manager Approval, belongs to the manager of that personnel.
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To close the process designer, select "Close" from the top menu.
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Optionally, you may click “Commit Changes” to save your work.
Click on the “Close” button to go back to the process folder, and “Expense Form” will be displayed in the folder options.
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