The expense declaration process involves a resource requesting an expense amount by submitting an expense declaration for approval. The resource has to state the amount requested and the reason for the requisition. This process involves two resources to act on the approval action. They are the resource’s Manager and the Associate Director. If the request is approved or rejected, the information is sent to the resource and the administrator. This topic discusses the flow of actions in the workflow process design.
To view the actions involved in the Workflow defined for the sample Expense Declaration Application
1. Open the Admin Login Page and login to the admin section by selecting the following login name and clicking the Submit button:
username: Daniel@skeltademo.com
2. Go to the Expense Declaration Designer option in the Main Menu.
To access the Expense Declaration Application
1. Click on http://localhost/SkeltaSample/Samples.aspx
This opens the Skelta Sample Applications Main Page.
2. In this page select the Expense Declaration option by clicking the corresponding radio button.
3. Click the Submit button.
Consider a scenario in which a resource Cathy is sending a request for the expense amount. Cathy’s manager is Philip and Philip’s Manager is Lennard, who is also the Associate Director as shown in the Organization Chart.
In the sample Form, the workflow process starts when an expense form is submitted by the user. On submission, the Workflow engine is alerted and the process begins.
To see how the Workflow actions take place, follow the steps given below:
1. Expense Declaration Submission
a. After selecting the Expense Declaration option in the Sample Applications Main Page, click on the Submit button to open the Sample Application User Login Page.
In this page, select a user with the email ID Cathy@skeltademo.com from the list and submit.
User details can be viewed in the admin login or from the Users table.
b. Go to Expense Declaration in the Main Menu.
c. Enter the Expense Details and submit.
d. Logout from the page.
Note: Click on the View Workflow Submission Code link to view Content Data passed to the workflow (the Content is initialized in the Expense Application Process Designer’s Start Action).
After the submission button is clicked, the Engine is alerted about the Expense Form submission, and the Expense Declaration is sent to the Manager under whom the Applicant works.
2. Project Manager's Approval
a. Go to the Sample Application User Login Page.
In this page, select a user with the email ID Philip@skeltademo.com from the list and submit.
User details can be viewed in the admin login or from the Users table.
b. Go to the Activity List in the Main Menu.
c. The Activity List Control included in this page will show a listing view of the Expense Forms submitted to the resource currently logged in, for approval, while the Activity UI Control will show the detailed view of a selected Form listing.
d. Clicking on the Ref Id or Workflow will display the detailed view of the Expense Form.
e. Approve and Reject buttons have been provided for action to be taken by the Manager.
If approved,
i. Then a Rule action checks if the expense amount is less than $500 or not.
ii. If the expense amount is less than $500 then the Expense Declaration is accepted and the acceptance information is sent to the resource named Cathy.
iii. If the expense amount is greater than $500, then it goes to the Associate Director for approval. If the Manager himself/herself is the Associate Director, then the Expense Declaration is accepted and the acceptance information is sent to the resource Cathy. Otherwise, it is sent to the Associate Director for approval.
If rejected,
i. Then the rejection information is sent to the resource Cathy.
3. Associate Director Approval
a. Go to the Sample Application User Login Page.
In this page, select a user with the email ID Lennard@skeltademo.com from the list and submit.
User details can be viewed in the admin login or from the Users table.
b. Go to Activity List in the Main Menu.
The Activity List Control included in this page will show a listing view of the Expense Forms submitted to the resource currently logged in, for approval, while the Activity UI Control will show the detailed view of a selected Form listing.
c. Clicking on the Ref Id or Workflow will display the detailed view of the Expense Form.
d. Approve and Reject buttons have been provided for action to be taken by the Associate Director.
If approved,
The acceptance information is sent to the resource Cathy and the Administrator.
If rejected,
The rejection information is sent to Cathy.