Defining the Review Report Presentation

We now have a conditional transition to be used in case the supervisor does not approve the expense report. However, we have not defined the Review Report activity. To do so, you will first need to create the Review Report presentation.

1. In the Project Navigator, right-click on the ExpenseReport BPM Object (), and click New > Presentation (). The Presentation Wizard appears.
2. Enter ReviewReport in the Presentation field.
3. The ReviewReport presentation will be based on the ExpenseReport BPM object. To select this, check the From Template checkbox. Do not check the BPM Preferences checkbox.
4. Click Next. The Presentation Referenced Attributes page of the Presentation Wizard appears.
5. In this dialog box you select the attributes which will be shown as fields in the presentation. Select the attributes shown in the table below, in the order shown.

   submittedBy

   submitDate

   description

   costCenter

   items[].description

   items[].date

   items[].amount

   total

   comments

   reviewedBy

   isApproved

   Note that these are the same attributes as you specified in the Submit Report presentation, plus the reviewedBy and isApproved attributes.

6. Click Finish. The ReviewReport presentation is created, and a presentation editor is opened with it.
7. Make sure the Properties window is open in Studio.
8. In the presentation, select the input text box in the SubmittedBy row, and set the Editable property to No, by clicking on the property. The name of this field should be text0. We set this so that the users of this presentation cannot change the employee name.
9. In the presentation, select the text field in the Amount column. The properties for the text field appear in the Properties window. The Name property of the text field should be items_text2.
10. Set the Editable property to No. We set this so that the users of this presentation cannot change expense amounts.
11. Also select the text field for the total value and set the Editable property to No.
12. Save your changes.
13. To verify, click on the HTML Preview () icon in the presentation editor.
    The ReviewReport presentation should look like this:

    

    Figure 1. Review Report presentation
14. Once you are satisfied that the presentation is correct, close the presentation editor and save if necessary.