Form to create and modify approval processes

The AP:Process Definition form opens when you click View or Create on the Process tab of the AP:Administration form. Process administrators use this form to create and modify approval processes. See Using-the-Process-tab-on-AP-Administration.

You can also open this form using Quick Links > Approval Administration Console.

Basic tab

AP:Process Definition form — Basic tab
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Fields on the AP:Process Definition form — Basic tab

Request Owner field

The setting of this field is crucial for:

The execution of Self Approval rules — The value of this field is compared with the current user's name, and if they match, the rule is executed, otherwise it is skipped.
Finding the first approval in the approval chain — In the Parent-Child, Level, and Rule-Based process types, the first approver in the chain is completely dependent on the name of the person stored in the field mapped to AP:Process Definition > Request Owner Field. The Request Owner field must contain a valid entry in the approval lookup form (for example, AP-Sample:Signature Authority is the lookup form for the Lunch Scheduler sample application). To set an appropriate value for Request Owner field, a process administrator must consider the following:
- Does this field store the name of the person defined in the approval lookup form?
- Is the organizational structure for this user defined in the approval lookup form? The value of Request Owner field is not considered when finding the first approver in an ad hoc process, because the requester is responsible for specifying all the required approvers.

Full name form

If your application does not contain a User form that contains the full name of a person, you should create a custom form that provides this information. The custom form should contain the following character fields, with their input lengths set to 0:

The field with the ID 10001 contains the login name.
The field with the ID 10002 captures the full name, which can be generated by any means.

Create a filter on this form, which runs on a service action. This filter uses the data in the first field (10001) as input to generate the corresponding full name for the second field (10002).

Configuration tab

AP:Process Definition form — Configuration tab
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Fields on AP:Process Definition — Configuration tab

Signature Escalations tabs

AP:Process Definition form — Signature Escalations (Normal) tab
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The three tabs (Normal, Urgent, and Low) on the Signature Escalation tab contain identical fields.

Fields on the AP:Process Definition form — Signature Escalations tabs

More Information Escalations tab

You can use the fields on this tab to send a notification to the addressee of the More Information request.

AP:Process Definition form — More Information Escalations tab
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Fields on the AP:Process Definition form — More Information Escalations tab

Administrative info tab

For more information about the Administrative Information tab, see Administrative Information tab.