To execute data entry or approval process steps, use the Finish/Approve and Reject buttons on the data entry form's toolbar. The buttons are displayed only in the data entry form opened for view and are available if there are active steps on the current active sheet for the user.
NOTE. Work with business processes is available only if the Business Process Management extension is installed.
Recommendations for business process work in data entry form
To finish or approve an active process step:
Click the Finish/Approve button. Button name depends on the process active step type:
For the Data Entry step the button is named Finish.
For the Approval step the button is named Approve.
A confirmation dialog box opens:
If required, determine the following settings in the dialog box:
Save Data. Determine settings of saving changed data on finishing/approving a step. The checkbox is selected and data is saved.
NOTE. The checkbox is displayed only if the form contains unsaved data.
Comment. Enter the comment for step finishing/approval.
Click the Finish/Approve button.
As a result, the active step will be finished/approved.
To reject the finished process step and rollback to the previous one:
Click the Reject button. A confirmation dialog box opens:
If required, determine the following settings in the dialog box:
Save Data. Determine settings of saving changed data on step rejection. The checkbox is selected and data is saved.
NOTE. The checkbox is displayed only if the form contains unsaved data.
Selective Subprocesses Rejection. Select the checkbox to change automatic execution of the Subprocess Call step to manual one. In this case the selective subprocesses restarting will be available in the manual mode. The checkbox is deselected by default, and process step is rejected to the manual step with automatic step subprocesses.
Comment. Enter a step rejection comment.
Click the Reject button.
As a result, the finished process step will be rejected.
See also:
Getting Started with the Interactive Data Entry Forms Extension in the Desktop Application | Working with Ready Data Entry Form