There is no "print PDF" and reviewer/approver action(for approve or reject)

[tobyWKW]

Why is there no reviewer/approver action(for approve or reject) after submitting a form from a client account to a reviewer/approver account?(I open submitted the form via a reviewer/approver account)...Is there anything I need to set up when designing the form/workflow? Thank you.

[auslin-aot]

Hi @tobyWKW , can you please refer to this answer #237 (comment) if Review Section not showing in the form.

In the workflow, the reviewer task should be assigned to the corresponding reviewer group.

[tobyWKW]

Thank you for the reply. I get this part now. But do I need to write other code in order for the "approve"/"reject" to actually do something? For example, when "Approve" is selected by the approver/reviewer, the workflow move "forward", and if "Reject" is selected the form is sent back to the client to refill the form and re-submit etc. Thank you.

[auslin-aot]

yes. you need to do in the form & workflow.

In the form's review section capture reviewed/returned/rejected.

In the workflow, have condition flows matching the reviewer action.

Please refer to the below links for sample workflows & forms
https://github.com/AOT-Technologies/forms-flow-ai-examples/blob/main/bpm-examples/camunda/approval-process.zip https://github.com/AOT-Technologies/forms-flow-ai-examples/tree/main/forms-examples

[tobyWKW]

Thank you again for the reply. I understand that part now. But how do I make the form return to the client/clerk if the approver/reviewer rejected it? And also how do I make the form proceed to the next stage in the workflow(let's say it is an update application task then to end event) if the approver/reviewer approved it? Do I need to write code for the Button Custom Logic? If so, how? Thanks a lot. I really appreciate the help.

[ansulalu-aot]

Hi @tobyWKW , let me explain you with a workflow.

When a new form is submitted the start event of the workflow will be invoked.

Provide below listeners and script to the sequence flow to execute the business logic :

• BPMFormDataPipelineListener - https://github.com/AOT-Technologies/forms-flow-ai/blob/master/forms-flow-bpm/starter-examples/listeners/bpmformdatapipeline-readme.md

• ApplicationStateListener- https://github.com/AOT-Technologies/forms-flow-ai/blob/master/forms-flow-bpm/starter-examples/listeners/applicationstate-readme.md

• FormBPMFilteredDataPipelineListener - https://github.com/AOT-Technologies/forms-flow-ai/blob/master/forms-flow-bpm/starter-examples/listeners/formbpmfiltereddatapipeline-readme.md

The form will be routed to the user task labeled "Review Applications." Following the review process, it will either be marked as "Reviewed" or "Returned."

• In the event that the application is returned, it will be directed to the receive task labeled "Application Resubmitted" for resubmission of the application.

• The conditional flow must have a value that corresponds to the reviewer's action of "Returned".

• In the receive task(Application Resubmitted), include both the Message and Execution listeners.

• If the application is reviewed, it will be directed to the user task labeled "Approve/Reject Applications."

• The conditional flow must have a value that corresponds to the reviewer's action of "Reviewed".

• Once the application reaches the user task labeled "Approve/Reject Applications," a gateway can be utilized to determine the appropriate course of action, such as approving, rejecting, or returning the application.

• The conditions in the outgoing sequence flows from the gateway must match the action taken by the reviewer, whether it be "Approved," "Rejected," or "Returned."

• If approved/ rejected the application status will be updated accordingly and will end the process.

• You can refer the below link to know about listeners :
  https://aot-technologies.github.io/forms-flow-ai-doc/#camunda_listeners

• Please refer to the below link for sample workflows :
  https://github.com/AOT-Technologies/forms-flow-ai-examples/blob/main/bpm-examples/camunda/approval-process.zip

In the form, you should do the following :

In the form’s review section capture reviewed/returned/rejected.

Note: Remember the value in the form and the action specified in the condition of the workflow be the same.

In Button Custom Logic, you should write the code to handle the submission of form data to a server, and emit events based on whether the submission was successful or not.

• Please refer to the below link for sample forms :
  https://github.com/AOT-Technologies/forms-flow-ai-examples/tree/main/forms-examples