Confiforms Approve/Reject workflow

Vanessa_rnl4in

Hi Community, I am trying to design a form with approve/reject workflow. There is a status field in the form. After the form is created, the reviewer will either click "APPROVE" or "REJECT" button. The submitter can view the status change.

 

Form Definition (Submitter page)

1. I selected Status field type in the field definition macro and defined status options "APPROVE" and "REJECT".

2. Create 2 action buttons "Approve" and "Reject". And put the action to perform "Status.label=APPROVE" and "Status.label=REJECT"

 

(FormView) Registration Control (Submitter page)

1. Add Confiform Field "Status" 

 

TableView (Reviewer page)

1. Add Confiform Field "APPROVE" and Confiform Field "REJECT". 

   Apply filter on choices: APPROVE.true:[entry.Status.APPROVE]

   Apply filter on choices: REJECT.true:[entry.Status.REJECT]

2. Create 2 "ConfiForms IFMatches View Helper"

    Confition: APPROVE:true (the other one REJECT:true)

    Type:asFilter

    Output: INLINE

 

The above macros work and are able to change status after clicking APPROVE or REJECT button and change Status field accordingly. However, it still pop out an error message "Could not complete action due to a technical issue on the backend: error".  Can you help investigate this issue?

Alex Medved _ConfiForms_

Hi @Vanessa 

Please open a support request with us at https://wiki.vertuna.com/display/VERTUNA/Support+Request+Form

So we can look into this issue

PS, actions for action buttons dont look right, as they should operate on fields. Something like Status=APPROVE and Status=REJECT is more likely to be correct

Also filtering expression like APPROVE.true:[entry.Status.APPROVE]... well, I dont understand those either What should this do? Is this something to check if Status field has an APPROVE value? Then this is as simple as Status:APPROVE

Alex