Chapter 3: Creating a Travel Request App
- Chpt.1: Using the Preinstalled App as Workflow User
- Chpt.2: Creating a Simple App
- Chpt.3: Creating a Travel Request App
Let’s try creating a more useful Travel Request App as a practical challenge in this tutorial. Since we are going to make it by remodelling the App you made in Chapter 2, open that within the Modeler. [App Setting] > [Detail] button > [Edit].
The version number in the figure may be different from yours but don’t worry about this.
Adding Data Items
First, we will create some additional Data Items. Let’s make an appropriate input form for a Travel Request App. Open the [Data Item] tab. There are already Numeric and Date Items. In addition to them, add three more of the types Date (a 2nd one), User, and String. Then name them respectively as follows. Edit the field name as well.
|Data type||Name||Field name|
|Date (2nd)||Date until||q_date2|
You can edit the Item names and Field names in the settings window of each Data Item. Field names must begin with “q_” and be no longer than 64 characters. Only letters, numbers and underscores are available.
Your Data Items should look like the figure above. Data Items can also be added using the Bulk Add Data Items function, but the explanation for this is omitted here.
Next, set up the Data editing permissions. As explained in Chpt.2 each Data Item can be given a different editing permission for each Human Task. For example, data can be written to each Data Item in the Apply Task, but is only displayable in the Confirmation Task. Open the workflow diagram tab, please edit them from the Apply and Confirmation Human Task settings windows.
Set all Data Items to Editable in the Apply Task, and to Only display in the Confirmation Task. When you are finished, finish editing using the “Exit editing” option in the top right menu .
Input Form Layout Settings
To make it easier to read we will also change the appearance of the form and initial input values, etc. Try clicking on the [Form Preview] button in the upper right corner of the Data Item tab. The input form to be generated by the current settings is displayed. Although it operates correctly even as it is, if you change the order of the items or set up of the columns, it will become a more user-friendly App.
First, let’s change the order of the Items. In the Item list on the left side you can change the order of the Items by dragging and dropping. Please sort them into the following order.
- Date from
- Date until
Next, set up the Columns. There is a column setting button on the right side of the data item list.
Adjust the Column setting of Date from and Date until to 2.
Date from and Date until will now be displayed side by side in one row.
It should look like the figure above.
Settings related to input values
Now update the settings related to the values to be entered in the form. Please change the settings for each item as follows.
Since it is for a Travel Request, the amount of the expenses is a must. Open the Amount settings window and check the Required box.
Also, travel expenses cannot be a negative number and requests should not be too expensive. As there is a setting to restrict the input beneath the Required checkbox, enter 0 in Min Value and 20000 in Max Value. This will give a limitation of $0-$20000 to the travel expenses that can be requested.
In order to explain this fact to the user it is a good idea to include a remark such as “Maximum amount of money is $20,000” in the Description text box.
Please select Search Select Box as the Form Type. Search Select Box is a select box which can display the Users in a list, and was used when selecting a request destination in the “Work Request flow” from Chapter 1. This is more suitable for selecting one User. If you want to compare Form Type behaviours check the Form Preview while changing the settings.
Inputting the Applicant is also required, so let’s set it up like that.
In many cases the applicant themselves will make a business travel request. To make Applicant default to the applicant set the Initial Value to Process Start User. With this set, the User who started the Process = the person in charge of the Applicant Swimlane, so they will be input by default as the initial value.
Choose Text Box multiple lines as the Form Type to make it easier to write long sentences. This will make the text box bigger for displaying multiple lines.
Also, inputting Summary is Required.
Enter the appropriate Placeholder text. Placeholder text is a text string that is displayed in a light color when nothing is entered in the text box. Since it is often to used to display an input example etc., it would be good to enter “New York – L.A. 250 dollars” for example.
Since the text disappears when the User starts typing it is better not to use the placeholder for important information such as cautions.
Just set these two items to Required by checking the Required box.
When you check the Form Preview, if it is displayed like the following then the form setting are complete.
Now click Exit editing to save and exit the Modeler, release version 3, and check its operation. Open the [Start] page from the [Workflow] menu and Start a new Process for the App we just edited. Try inputting various things and click the [Finish “Apply”] button. Are the settings properly reflected?
- Are all fields other than Title required?
- Is it possible to only enter an Amount from 0 to 20,000?
- Is the initial value of the Applicant search select box the User who started the Process?
- Is the placeholder text for Summary displayed?
If the Finish button is clicked while there are items that do not satisfy their condition, an error should be displayed in red in the corresponding section. If it works, the Data Item settings are complete!
Adding a Supervisor Swimlane
In the App created in Chapter 2, only the employees belonging to the Organization “10 Management Department” who are in charge of operating the Management Departmenrt Swimlane can review the business trip applications . Let’s broaden this by letting the applicant’s supervisor make an approval on the application. In this case, we must redesign the App so that the person in charge of the Approval Task can be determined according to the who the applicant is. You can set it up so that the person in charge of the Approval Task can be designated automatically using Organization data. That is because the information such as which Organization the applicant belongs to, and who the leader of the Organization is, is already registered at the time of building the environment.
Change the Workflow diagram
Let’s edit the App again. Open the details page from the App settings page and start the Modeler with the Edit button.
First, we will modify the Workflow diagram. There are currently only two Swimlanes, Applicant and Management Department, so we will add a Supervisor Swimlane. Select a Swimlane from the palette at the top of the screen, and place it in between the Applicant and Management Department Swimlanes. Object placement is adjusted automatically. After adding the new Swimlane, open the Settings window and change the name to “Boss”.
Then add a Human Task in the Boss Swimlane and rename it “Approve”. Once you have added the Approve Task, draw arrows to connect the Tasks in the following order; Apply -> Approve -> Confirmation.
By dragging & dropping the tip/end of the arrow and moving it, you can redraw the flow. If an unnecessary arrow exists, as described in Chapter 2, it can be deleted using the trash can icon which is displayed when a flow is selected.
It should look like the figure above.
Setting the Operator
Next, set the person in charge of handling the Boss Swimlane to Swimlane > Applicant > Leaders who belong to the SAME organization with a user who operated the tasks in the swimlane in the Boss Swimlane settings window.
By doing this, the person in charge of the Approve Task will be automatically decided according to the Organization to which the applicant belongs. For example, the supervisor of Canarias will be Sumatera, and the supervisor of Oahu will be Galapagos. But what about the leaders of each Organization, Sumatera or Galapagos? If they started the Process, the Task will be allocated to themselves.
This time we chose “Leaders who belong to the SAME organization with …”, but as shown in the pull-down list, there are ten different relative selection options using Organization. Those will allow you to deal with various situations.
Now, save the App and release it. Since even if you make a request from your own account, you belong to the Organization “00 All company” where you should be the only member, so it would be good to check the operation with Canarias or Sumatra’s accounts as well.
For example, if you make a request from the Canarias’ account, the Approve Task will automatically go to Sumatra. There is no need to manually specify the approver. Sumatra is the supervisor of Canarias in the Organization “10 Management Department”. And when Sumatra makes a request, the Approve Task will be delivered to Sumatra. That is because Sumatra himself is the leader of “10 Management Department”. In this way, we could implement an App that automatically changes the destination of the Approve Task depending on the applicant.
To be continued in Chpt.4: Splitting by Condition