DEFINE WORKFLOW COMPONENTS
To create any of the workflow component,
In NAVIGATOR (left side of workflow builder) right click on any component you wish to define and
select “New ” , see examples below.
Lets recall the components required for our case.
· Two “Notification” for sending notification to Approver to get his approval and to the employee in case of rejection of his requisition
· Two “Messages” which will have the actual body/text of message to be conveyed to Approver and employee
· One “Lookup” for the two options namely Approve and Reject
· One “Function” for calling the procedure/function that will record requisition detail data in both the cases
NOTE: Every Notification is associated with its corresponding message
STEP 1
We will start creating a Notification and message for APPROVER.
- In Navigator Right Click on Notification and select “New Notification”, a property box will open
- Give name as per your business conventions
- Give Result Type as “Approval” (this will automatically set the notification to have Approve/Reject option)
- Message field will have the corresponding Message name which we will define in following steps
STEP 2 Define Message
- In Navigator right click on Message, select New Message
- In property box fill in details in “Message” and “Body” tab as follows and click OK.
- This will create a message for approver now the next step is to associate this message with notification.
- In navigator right click on notification and select Properties, it will open Property Panel for it.
- Select “Message for Approver” from drop down box of Message as shown below
Now go ahead and create two more messages and two notifications for customer which will be sent in case of Approval and Rejection of withdrawal by manager.
First the Messages
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