Adding the Edit Report Activity

If an Expense Report is rejected either automatically or by another participant, we want the employee to be able to edit the report to correct mistakes or to add clarifying information. To allow the employee to do this, we add the Edit Report activity.

The Edit Report Activity is an interactive activity in the Employee role. It presents the same Expense Report form as the Create Expense Report activity, except that in this case the employee must modify existing data rather than fill out a blank form. Therefore, the screenflow will also need to receive the data, and argument mapping will be required in both directions, as you will see in steps 8 and 9.

To add the Edit Report interactive activity:

  1. In the process design editor window, right-click in the Employee role, somewhere below the Begin activity, and click Add activity > Interactive (). The Activity dialog box appears.
  2. In the Name field, enter Edit Report, and click OK. The Edit Report interactive activity is added to the diagram.
  3. Right-click on the Edit Report activity and click Add unconditional transition.
  4. Click on the Check Company Policy automatic activity. The unconditional transition is added going from the Edit Report interactive activity to the Check Company Policy automatic activity.
  5. You have added the Edit Report activity, and must specify the task it will execute. Right-click on the Edit Report activity and click Main Task. The Main Task dialog box appears.
  6. Set the Implementation Type to Screenflow.
  7. You will use an existing screenflow. In the Related Screenflow section, choose Submit Report from the Name drop-down list. You can re-use an existing screenflow, rather than create a new one, because the Employee participant must edit the same information he entered originally. No new fields are required.
  8. Click Argument Mapping, and set the Submit Report In page to the following:
    Submit Report's input arguments ExpenseReport's instance variables
    reportSfArg = report

    Remember that to add a mapping pair to the list, you must click the Add icon (Add icon ).

  9. Set the Review Report Out page to the following:
    Expense Report's instance variables Submit Report's output arguments
    report = reportSfArg
  10. Click OK, and then click OK again in the Main Task dialog box. The Edit Report activity is configured with the Submit Report screenflow.
  11. Save your changes.

After completing this task, your process design diagram should look like this:

Figure 1. Expense Report process with Edit Report activity added.
Parent topic: Activity 4: Adding Alternative Paths
Previous topic: Adding a Conditional Transition
Next topic: Adding Conditional Transitions to Edit Report