In this case, we delegated a task to the manager of the person who initiated the task. It is completed when the assigned task is approved by the manager.
STEPS
Creating a Task To Assign 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 folders" from the menu that includes folders.
After entering all folders, "+New Folders" appears at the top of the folders.
After you type the folder name and select the folder type, the folder appears.
Then, type a process name and press the + button. That provides an open process.
On the opening 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.
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.
Then, automatically an arrow goes to that task which means they are related, and when the first task is confirmed, the second task comes.
Manager Approval’s buttons' name changes in the same way as Approve and Reject. The names of the buttons can be change.
When the manager approves the form then it’s done, if not returns to the expense form. Can be adjusted with arrows coming out of the red dot. Red dots appear when the mouse comes on the buttons.
The red dot from the Reject button can be adjusted by dragging it towards the lightning bolt on the back of the expense form task. This ensures that the form returns to the beginning when the Manager rejects the approval task.
Give Role to Tasks
This section gives a role to the tasks you want to submit.
Under the scheme, a new role adds by pressing the + under the title of the role.
Adds a new role for each person.
Gives a name and caption for roles.
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 "expression" in the decision table dropdown.
Then the decision table disappears and comes to the expression language and coding part, and chooses javascript in the expression language.
The expression part adds the code for automatically finding the manager. Then writes the given code in the example.
$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 staff.
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.
The created role which is the manager is selected from the dropdown titled Role.
Then, the second task, called Manager Approval, belongs to the manager of that personnel.
Testing
To close the process designer, select "Close" from the top menu.
Optionally, 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.
