Example: Bulk Approvals

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Nolan Ehrstrom edited this page Feb 6, 2020 · 14 revisions

Video Demo: https://drive.google.com/open?id=1IrE2wBW5sp_uu8vJqYpvJ_6ty4SUgdkx

Here is an example of how to bulk approve a number of pending requests using a separate process. This demonstrates data sources, screen builder's loop control, API and the SDK.

Note that this relies on these 2 PRs to be merged:

At the time of writing, importing and exporting data sources is not supported. It must be manually added with the steps below.

  1. Install package-data-sources
  2. Generate a token for admin user
  3. Create a new data source. Set auth to 'bearer token' and set the token from above.
  4. Add a new list endpoint GET: http://pm.local.processmaker.com/api/1.0/tasks?&include=data&pmql=(request%20%3D%20%22Application%22)%20AND%20(task%20%3D%20%22Approval%22)%20AND%20(status%20%3D%20%22In%20Progress%22)
    • Replace http://pm.local.processmaker.com above with your PM4 server.
  5. Import these 2 processes from the below zip file. Assignments can be left as defaults except the script task in the Bulk Approval process must be set to the Admin user.
  6. Edit the 'Bulk Approval' process.
  7. Add a Data Connector node between 'start event' and 'bulk approve form' and connect them
  8. In the Configuration, set the Data Connector and Endpoint to the one you created above
  9. In Data Mapping, set a Form Data key 'tasks' with a value 'data'. Save the process.

To run the example:

  1. Start a new 'Application' request.
  2. Open the task. Fill out the text and submit.
  3. Do not complete the next 'Approval' task. Leave it in a 'In Progress' state.
  4. Do this for a few more applications.
  5. Start a new 'Bulk Approvals' request. Wait for the data connector to complete and open the task.
  6. From here, you should see all 'In Progress' applications with the ability to bulk approve or deny them.

Clone this wiki locally

, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Add copy buttons to all 
 blocks\n(function() {\n function addCopyButtons() {\n document.querySelectorAll('pre code').forEach(function(codeBlock) {\n if (codeBlock.parentElement.hasAttribute('data-copy-added')) return;\n codeBlock.parentElement.setAttribute('data-copy-added', 'true');\n \n var btn = document.createElement('button');\n btn.textContent = 'Copy';\n btn.style.cssText = 'position:absolute;top:4px;right:4px;padding:2px 8px;font-size:11px;background:#4ecdc4;border:none;border-radius:4px;color:#1a1a2e;cursor:pointer;opacity:0.7;transition:opacity 0.2s;';\n btn.onmouseover = function() { this.style.opacity = '1'; };\n btn.onmouseout = function() { this.style.opacity = '0.7'; };\n btn.onclick = function() {\n navigator.clipboard.writeText(codeBlock.textContent).then(function() {\n btn.textContent = 'Copied!';\n setTimeout(function() { btn.textContent = 'Copy'; }, 1500);\n });\n };\n codeBlock.parentElement.style.position = 'relative';\n codeBlock.parentElement.appendChild(btn);\n });\n }\n \n addCopyButtons();\n \n // Re-run on dynamic content\n var observer = new MutationObserver(addCopyButtons);\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "Add Copy Buttons to Code Blocks");
}
} catch(__e) { console.warn('[Userscript:Add Copy Buttons to Code Blocks]', __e); }
})();
(function(){
try {
var __m = "github.com";
var __re = new RegExp('^' + "github\\.com" + '

Skip to content
Example: Bulk Approvals
Jump to bottom

Nolan Ehrstrom edited this page Feb 6, 2020
·
14 revisions
Video Demo: https://drive.google.com/open?id=1IrE2wBW5sp_uu8vJqYpvJ_6ty4SUgdkx
Here is an example of how to bulk approve a number of pending requests using a separate process. This demonstrates data sources, screen builder's loop control, API and the SDK.
Note that this relies on these 2 PRs to be merged:
At the time of writing, importing and exporting data sources is not supported. It must be manually added with the steps below.
  1. Install package-data-sources
  2. Generate a token for admin user
  3. Create a new data source. Set auth to 'bearer token' and set the token from above.
  4. Add a new list endpoint GET: http://pm.local.processmaker.com/api/1.0/tasks?&include=data&pmql=(request%20%3D%20%22Application%22)%20AND%20(task%20%3D%20%22Approval%22)%20AND%20(status%20%3D%20%22In%20Progress%22)
    • Replace http://pm.local.processmaker.com above with your PM4 server.
  5. Import these 2 processes from the below zip file. Assignments can be left as defaults except the script task in the Bulk Approval process must be set to the Admin user.

  6. Edit the 'Bulk Approval' process.
  7. Add a Data Connector node between 'start event' and 'bulk approve form' and connect them
  8. In the Configuration, set the Data Connector and Endpoint to the one you created above
  9. In Data Mapping, set a Form Data key 'tasks' with a value 'data'. Save the process.
To run the example:
  1. Start a new 'Application' request.
  2. Open the task. Fill out the text and submit.
  3. Do not complete the next 'Approval' task. Leave it in a 'In Progress' state.
  4. Do this for a few more applications.
  5. Start a new 'Bulk Approvals' request. Wait for the data connector to complete and open the task.
  6. From here, you should see all 'In Progress' applications with the ability to bulk approve or deny them.
Clone this wiki locally

, 'i');
if (__m === '*' || __re.test(location.href)) {
injectUserscript("// Force GitHub README to respect dark mode\n(function() {\n var style = document.createElement('style');\n style.textContent = '\n .markdown-body {\n color-scheme: dark light;\n }\n .markdown-body pre { background: #161b22 !important; }\n .markdown-body code { background: rgba(110, 118, 129, 0.4) !important; }\n .markdown-body table th, .markdown-body table td { border-color: #30363d !important; }\n .markdown-body img { background: #0d1117; }\n .markdown-body blockquote { border-left-color: #8b949e; }\n .markdown-body hr { border-color: #30363d; }\n ';\n document.head.appendChild(style);\n})();", "GitHub Dark Mode README Fix");
}
} catch(__e) { console.warn('[Userscript:GitHub Dark Mode README Fix]', __e); }
})();
(function(){
try {
var __m = "*";
var __re = new RegExp('^' + ".*" + '

Skip to content
Example: Bulk Approvals
Jump to bottom

Nolan Ehrstrom edited this page Feb 6, 2020
·
14 revisions
Video Demo: https://drive.google.com/open?id=1IrE2wBW5sp_uu8vJqYpvJ_6ty4SUgdkx
Here is an example of how to bulk approve a number of pending requests using a separate process. This demonstrates data sources, screen builder's loop control, API and the SDK.
Note that this relies on these 2 PRs to be merged:
At the time of writing, importing and exporting data sources is not supported. It must be manually added with the steps below.
  1. Install package-data-sources
  2. Generate a token for admin user
  3. Create a new data source. Set auth to 'bearer token' and set the token from above.
  4. Add a new list endpoint GET: http://pm.local.processmaker.com/api/1.0/tasks?&include=data&pmql=(request%20%3D%20%22Application%22)%20AND%20(task%20%3D%20%22Approval%22)%20AND%20(status%20%3D%20%22In%20Progress%22)
    • Replace http://pm.local.processmaker.com above with your PM4 server.
  5. Import these 2 processes from the below zip file. Assignments can be left as defaults except the script task in the Bulk Approval process must be set to the Admin user.

  6. Edit the 'Bulk Approval' process.
  7. Add a Data Connector node between 'start event' and 'bulk approve form' and connect them
  8. In the Configuration, set the Data Connector and Endpoint to the one you created above
  9. In Data Mapping, set a Form Data key 'tasks' with a value 'data'. Save the process.
To run the example:
  1. Start a new 'Application' request.
  2. Open the task. Fill out the text and submit.
  3. Do not complete the next 'Approval' task. Leave it in a 'In Progress' state.
  4. Do this for a few more applications.
  5. Start a new 'Bulk Approvals' request. Wait for the data connector to complete and open the task.
  6. From here, you should see all 'In Progress' applications with the ability to bulk approve or deny them.
Clone this wiki locally

, 'i');
if (__m === '*' || __re.test(location.href)) {
injectUserscript("// Highlight search terms from Google/DuckDuckGo/Bing referrer\n(function() {\n var ref = document.referrer;\n var terms = [];\n \n if (ref.includes('google.com') || ref.includes('duckduckgo.com') || ref.includes('bing.com')) {\n var url = new URL(ref);\n var q = url.searchParams.get('q') || url.searchParams.get('p');\n if (q) {\n terms = q.split(/\\s+/).filter(function(t) { return t.length > 2; });\n }\n }\n \n if (terms.length === 0) return;\n \n var style = document.createElement('style');\n style.textContent = '.userscript-highlight { background: #fbbf24; color: #1a1a2e; padding: 1px 3px; border-radius: 2px; }';\n document.head.appendChild(style);\n \n function highlight(node) {\n if (node.nodeType === 3) { // text node\n var text = node.textContent;\n var found = false;\n terms.forEach(function(term) {\n var regex = new RegExp('(' + term.replace(/[.*+?^${}()|[\\]\\\\]/g, '\\\\') + ')', 'gi');\n if (regex.test(text)) {\n found = true;\n var frag = document.createDocumentFragment();\n var parts = text.split(regex);\n parts.forEach(function(part, i) {\n if (i % 2 === 0) {\n frag.appendChild(document.createTextNode(part));\n } else {\n var span = document.createElement('span');\n span.className = 'userscript-highlight';\n span.textContent = part;\n frag.appendChild(span);\n }\n });\n node.parentNode.replaceChild(frag, node);\n }\n });\n } else if (node.nodeType === 1 && node.childNodes) { // element\n var skipTags = ['SCRIPT', 'STYLE', 'NOSCRIPT', 'TEXTAREA', 'INPUT', 'SELECT'];\n if (!skipTags.includes(node.tagName)) {\n Array.from(node.childNodes).forEach(highlight);\n }\n }\n }\n \n highlight(document.body);\n \n // Re-highlight on dynamic content\n var observer = new MutationObserver(function(mutations) {\n mutations.forEach(function(m) {\n m.addedNodes.forEach(function(node) {\n if (node.nodeType === 1 || node.nodeType === 3) highlight(node);\n });\n });\n });\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "Highlight Search Terms");
}
} catch(__e) { console.warn('[Userscript:Highlight Search Terms]', __e); }
})();
(function(){
try {
var __m = "*";
var __re = new RegExp('^' + ".*" + '

Skip to content
Example: Bulk Approvals
Jump to bottom

Nolan Ehrstrom edited this page Feb 6, 2020
·
14 revisions
Video Demo: https://drive.google.com/open?id=1IrE2wBW5sp_uu8vJqYpvJ_6ty4SUgdkx
Here is an example of how to bulk approve a number of pending requests using a separate process. This demonstrates data sources, screen builder's loop control, API and the SDK.
Note that this relies on these 2 PRs to be merged:
At the time of writing, importing and exporting data sources is not supported. It must be manually added with the steps below.
  1. Install package-data-sources
  2. Generate a token for admin user
  3. Create a new data source. Set auth to 'bearer token' and set the token from above.
  4. Add a new list endpoint GET: http://pm.local.processmaker.com/api/1.0/tasks?&include=data&pmql=(request%20%3D%20%22Application%22)%20AND%20(task%20%3D%20%22Approval%22)%20AND%20(status%20%3D%20%22In%20Progress%22)
    • Replace http://pm.local.processmaker.com above with your PM4 server.
  5. Import these 2 processes from the below zip file. Assignments can be left as defaults except the script task in the Bulk Approval process must be set to the Admin user.

  6. Edit the 'Bulk Approval' process.
  7. Add a Data Connector node between 'start event' and 'bulk approve form' and connect them
  8. In the Configuration, set the Data Connector and Endpoint to the one you created above
  9. In Data Mapping, set a Form Data key 'tasks' with a value 'data'. Save the process.
To run the example:
  1. Start a new 'Application' request.
  2. Open the task. Fill out the text and submit.
  3. Do not complete the next 'Approval' task. Leave it in a 'In Progress' state.
  4. Do this for a few more applications.
  5. Start a new 'Bulk Approvals' request. Wait for the data connector to complete and open the task.
  6. From here, you should see all 'In Progress' applications with the ability to bulk approve or deny them.
Clone this wiki locally

, 'i');
if (__m === '*' || __re.test(location.href)) {
injectUserscript("// Strip utm_, fbclid, gclid, etc. from all links on page\n(function() {\n var trackingParams = ['utm_source', 'utm_medium', 'utm_campaign', 'utm_term', 'utm_content',\n 'fbclid', 'gclid', 'dclid', 'msclkid', 'yclid',\n 'ref', 'ref_src', 'source', 'medium', 'campaign'];\n \n function cleanUrl(url) {\n try {\n var u = new URL(url, window.location.origin);\n var changed = false;\n trackingParams.forEach(function(p) {\n if (u.searchParams.has(p)) {\n u.searchParams.delete(p);\n changed = true;\n }\n });\n return changed ? u.toString() : url;\n } catch (e) {\n return url;\n }\n }\n \n function cleanLinks() {\n document.querySelectorAll('a[href]').forEach(function(a) {\n var clean = cleanUrl(a.href);\n if (clean !== a.href) a.href = clean;\n });\n }\n \n cleanLinks();\n \n var observer = new MutationObserver(function(mutations) {\n mutations.forEach(function(m) {\n m.addedNodes.forEach(function(node) {\n if (node.nodeType === 1) {\n if (node.tagName === 'A') cleanLinks();\n node.querySelectorAll('a[href]').forEach(function(a) {\n var clean = cleanUrl(a.href);\n if (clean !== a.href) a.href = clean;\n });\n }\n });\n });\n });\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "Remove Tracking Parameters from Links");
}
} catch(__e) { console.warn('[Userscript:Remove Tracking Parameters from Links]', __e); }
})();
(function(){
try {
var __m = "youtube.com";
var __re = new RegExp('^' + "youtube\\.com" + '

Skip to content
Example: Bulk Approvals
Jump to bottom

Nolan Ehrstrom edited this page Feb 6, 2020
·
14 revisions
Video Demo: https://drive.google.com/open?id=1IrE2wBW5sp_uu8vJqYpvJ_6ty4SUgdkx
Here is an example of how to bulk approve a number of pending requests using a separate process. This demonstrates data sources, screen builder's loop control, API and the SDK.
Note that this relies on these 2 PRs to be merged:
At the time of writing, importing and exporting data sources is not supported. It must be manually added with the steps below.
  1. Install package-data-sources
  2. Generate a token for admin user
  3. Create a new data source. Set auth to 'bearer token' and set the token from above.
  4. Add a new list endpoint GET: http://pm.local.processmaker.com/api/1.0/tasks?&include=data&pmql=(request%20%3D%20%22Application%22)%20AND%20(task%20%3D%20%22Approval%22)%20AND%20(status%20%3D%20%22In%20Progress%22)
    • Replace http://pm.local.processmaker.com above with your PM4 server.
  5. Import these 2 processes from the below zip file. Assignments can be left as defaults except the script task in the Bulk Approval process must be set to the Admin user.

  6. Edit the 'Bulk Approval' process.
  7. Add a Data Connector node between 'start event' and 'bulk approve form' and connect them
  8. In the Configuration, set the Data Connector and Endpoint to the one you created above
  9. In Data Mapping, set a Form Data key 'tasks' with a value 'data'. Save the process.
To run the example:
  1. Start a new 'Application' request.
  2. Open the task. Fill out the text and submit.
  3. Do not complete the next 'Approval' task. Leave it in a 'In Progress' state.
  4. Do this for a few more applications.
  5. Start a new 'Bulk Approvals' request. Wait for the data connector to complete and open the task.
  6. From here, you should see all 'In Progress' applications with the ability to bulk approve or deny them.
Clone this wiki locally

, 'i');
if (__m === '*' || __re.test(location.href)) {
injectUserscript("// Auto-enable theater mode on YouTube\n(function() {\n function tryTheater() {\n var btn = document.querySelector('button[aria-label=\"Theater mode\"], ytd-player #player button[title=\"Theater mode\"]');\n if (btn && !btn.classList.contains('activated')) {\n btn.click();\n }\n }\n \n // Try immediately\n tryTheater();\n \n // Try after navigation (SPA)\n var lastUrl = location.href;\n setInterval(function() {\n if (location.href !== lastUrl) {\n lastUrl = location.href;\n setTimeout(tryTheater, 500);\n }\n }, 1000);\n \n // Also try on player load\n var observer = new MutationObserver(tryTheater);\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "YouTube Theater Mode Default");
}
} catch(__e) { console.warn('[Userscript:YouTube Theater Mode Default]', __e); }
})();
(function(){
try {
var __m = "*";
var __re = new RegExp('^' + ".*" + '

Skip to content
Example: Bulk Approvals
Jump to bottom

Nolan Ehrstrom edited this page Feb 6, 2020
·
14 revisions
Video Demo: https://drive.google.com/open?id=1IrE2wBW5sp_uu8vJqYpvJ_6ty4SUgdkx
Here is an example of how to bulk approve a number of pending requests using a separate process. This demonstrates data sources, screen builder's loop control, API and the SDK.
Note that this relies on these 2 PRs to be merged:
At the time of writing, importing and exporting data sources is not supported. It must be manually added with the steps below.
  1. Install package-data-sources
  2. Generate a token for admin user
  3. Create a new data source. Set auth to 'bearer token' and set the token from above.
  4. Add a new list endpoint GET: http://pm.local.processmaker.com/api/1.0/tasks?&include=data&pmql=(request%20%3D%20%22Application%22)%20AND%20(task%20%3D%20%22Approval%22)%20AND%20(status%20%3D%20%22In%20Progress%22)
    • Replace http://pm.local.processmaker.com above with your PM4 server.
  5. Import these 2 processes from the below zip file. Assignments can be left as defaults except the script task in the Bulk Approval process must be set to the Admin user.

  6. Edit the 'Bulk Approval' process.
  7. Add a Data Connector node between 'start event' and 'bulk approve form' and connect them
  8. In the Configuration, set the Data Connector and Endpoint to the one you created above
  9. In Data Mapping, set a Form Data key 'tasks' with a value 'data'. Save the process.
To run the example:
  1. Start a new 'Application' request.
  2. Open the task. Fill out the text and submit.
  3. Do not complete the next 'Approval' task. Leave it in a 'In Progress' state.
  4. Do this for a few more applications.
  5. Start a new 'Bulk Approvals' request. Wait for the data connector to complete and open the task.
  6. From here, you should see all 'In Progress' applications with the ability to bulk approve or deny them.
Clone this wiki locally

, 'i');
if (__m === '*' || __re.test(location.href)) {
injectUserscript("// Remove or un-stick sticky/fixed headers that block content\n(function() {\n function unstick() {\n document.querySelectorAll('header, nav, [role=\"banner\"], .header, .navbar, .sticky, .fixed-top, [style*=\"position: fixed\"], [style*=\"position:sticky\"]').forEach(function(el) {\n if (el.style.position === 'fixed' || el.style.position === 'sticky' || \n getComputedStyle(el).position === 'fixed' || getComputedStyle(el).position === 'sticky') {\n el.style.position = 'static';\n el.style.top = 'auto';\n el.style.zIndex = 'auto';\n }\n });\n }\n \n unstick();\n \n var observer = new MutationObserver(unstick);\n observer.observe(document.body, { childList: true, subtree: true, attributes: true, attributeFilter: ['style', 'class'] });\n})();", "Kill Sticky Headers");
}
} catch(__e) { console.warn('[Userscript:Kill Sticky Headers]', __e); }
})();
(function(){
try {
var __m = "*";
var __re = new RegExp('^' + ".*" + '

Skip to content
Example: Bulk Approvals
Jump to bottom

Nolan Ehrstrom edited this page Feb 6, 2020
·
14 revisions
Video Demo: https://drive.google.com/open?id=1IrE2wBW5sp_uu8vJqYpvJ_6ty4SUgdkx
Here is an example of how to bulk approve a number of pending requests using a separate process. This demonstrates data sources, screen builder's loop control, API and the SDK.
Note that this relies on these 2 PRs to be merged:
At the time of writing, importing and exporting data sources is not supported. It must be manually added with the steps below.
  1. Install package-data-sources
  2. Generate a token for admin user
  3. Create a new data source. Set auth to 'bearer token' and set the token from above.
  4. Add a new list endpoint GET: http://pm.local.processmaker.com/api/1.0/tasks?&include=data&pmql=(request%20%3D%20%22Application%22)%20AND%20(task%20%3D%20%22Approval%22)%20AND%20(status%20%3D%20%22In%20Progress%22)
    • Replace http://pm.local.processmaker.com above with your PM4 server.
  5. Import these 2 processes from the below zip file. Assignments can be left as defaults except the script task in the Bulk Approval process must be set to the Admin user.

  6. Edit the 'Bulk Approval' process.
  7. Add a Data Connector node between 'start event' and 'bulk approve form' and connect them
  8. In the Configuration, set the Data Connector and Endpoint to the one you created above
  9. In Data Mapping, set a Form Data key 'tasks' with a value 'data'. Save the process.
To run the example:
  1. Start a new 'Application' request.
  2. Open the task. Fill out the text and submit.
  3. Do not complete the next 'Approval' task. Leave it in a 'In Progress' state.
  4. Do this for a few more applications.
  5. Start a new 'Bulk Approvals' request. Wait for the data connector to complete and open the task.
  6. From here, you should see all 'In Progress' applications with the ability to bulk approve or deny them.
Clone this wiki locally

, 'i');
if (__m === '*' || __re.test(location.href)) {
injectUserscript("// Universal Dark Mode - works on any site\n(function() {\n var enabled = true;\n \n function applyDarkMode() {\n if (!enabled) return;\n \n // Create style element if it doesn't exist\n var style = document.getElementById('universal-dark-mode-style');\n if (!style) {\n style = document.createElement('style');\n style.id = 'universal-dark-mode-style';\n document.head.appendChild(style);\n }\n \n // Dark mode CSS - inverts colors but preserves images/video\n style.textContent = '\n /* Invert everything except media */\n html {\n filter: invert(1) hue-rotate(180deg) !important;\n background: #1a1a2e !important;\n }\n \n /* Restore images, videos, iframes, canvas */\n img, video, iframe, canvas, svg, picture, [style*=\"background-image\"] {\n filter: invert(1) hue-rotate(180deg) !important;\n }\n \n /* Preserve specific elements that should not be inverted */\n .no-dark-mode, .no-dark-mode *,\n [data-theme=\"light\"], [data-theme=\"light\"],\n .ace_editor, .ace_editor *,\n .CodeMirror, .CodeMirror *,\n .monaco-editor, .monaco-editor *,\n .markdown-body pre, .markdown-body pre *,\n .highlight, .highlight *,\n pre code, pre code * {\n filter: none !important;\n }\n \n /* Fix common UI elements */\n .modal, .popup, .dropdown-menu, .tooltip, .popover {\n filter: invert(1) hue-rotate(180deg) !important;\n background: #2d2d44 !important;\n border-color: #444 !important;\n }\n \n /* Scrollbars */\n ::-webkit-scrollbar { background: #1a1a2e !important; }\n ::-webkit-scrollbar-thumb { background: #444 !important; }\n ::-webkit-scrollbar-thumb:hover { background: #555 !important; }\n \n /* Selection */\n ::selection { background: #4ecdc4 !important; color: #1a1a2e !important; }\n ::-moz-selection { background: #4ecdc4 !important; color: #1a1a2e !important; }\n ';\n }\n \n function removeDarkMode() {\n var style = document.getElementById('universal-dark-mode-style');\n if (style) style.remove();\n }\n \n // Toggle with Alt+Shift+D\n document.addEventListener('keydown', function(e) {\n if (e.altKey && e.shiftKey && e.key === 'D') {\n e.preventDefault();\n enabled = !enabled;\n if (enabled) {\n applyDarkMode();\n console.log('[Universal Dark Mode] Enabled');\n } else {\n removeDarkMode();\n console.log('[Universal Dark Mode] Disabled');\n }\n }\n });\n \n // Apply on load\n applyDarkMode();\n \n // Re-apply on dynamic content\n var observer = new MutationObserver(function(mutations) {\n if (enabled && !document.getElementById('universal-dark-mode-style')) {\n applyDarkMode();\n }\n });\n observer.observe(document.head, { childList: true });\n \n console.log('[Universal Dark Mode] Loaded - Press Alt+Shift+D to toggle');\n})();", "Universal Dark Mode");
}
} catch(__e) { console.warn('[Userscript:Universal Dark Mode]', __e); }
})();
})();

Skip to content
Example: Bulk Approvals
Jump to bottom

Nolan Ehrstrom edited this page Feb 6, 2020
·
14 revisions
Video Demo: https://drive.google.com/open?id=1IrE2wBW5sp_uu8vJqYpvJ_6ty4SUgdkx
Here is an example of how to bulk approve a number of pending requests using a separate process. This demonstrates data sources, screen builder's loop control, API and the SDK.
Note that this relies on these 2 PRs to be merged:
At the time of writing, importing and exporting data sources is not supported. It must be manually added with the steps below.
  1. Install package-data-sources
  2. Generate a token for admin user
  3. Create a new data source. Set auth to 'bearer token' and set the token from above.
  4. Add a new list endpoint GET: http://pm.local.processmaker.com/api/1.0/tasks?&include=data&pmql=(request%20%3D%20%22Application%22)%20AND%20(task%20%3D%20%22Approval%22)%20AND%20(status%20%3D%20%22In%20Progress%22)
    • Replace http://pm.local.processmaker.com above with your PM4 server.
  5. Import these 2 processes from the below zip file. Assignments can be left as defaults except the script task in the Bulk Approval process must be set to the Admin user.

  6. Edit the 'Bulk Approval' process.
  7. Add a Data Connector node between 'start event' and 'bulk approve form' and connect them
  8. In the Configuration, set the Data Connector and Endpoint to the one you created above
  9. In Data Mapping, set a Form Data key 'tasks' with a value 'data'. Save the process.
To run the example:
  1. Start a new 'Application' request.
  2. Open the task. Fill out the text and submit.
  3. Do not complete the next 'Approval' task. Leave it in a 'In Progress' state.
  4. Do this for a few more applications.
  5. Start a new 'Bulk Approvals' request. Wait for the data connector to complete and open the task.
  6. From here, you should see all 'In Progress' applications with the ability to bulk approve or deny them.
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