Adding the Edit Report Activity

If an Expense Report is rejected either automatically or by another participant, the employee must be able to correct mistakes or add clarifying information. To enable the employee to make such edits, 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, but in this case the employee must modify existing data rather than fill out a blank form. Therefore, the screenflow must also receive the data, and argument mapping is required in both directions, as evident in steps 8 and 9.

To add the Edit Report interactive activity:

  1. In the Project Navigator, expand Processes and click Expense Report. in the right pane, the process design editor displays the notations for the Expense Report process.
  2. In the process design editor, place the cursor over the horizontal line separating the Employee and Supervisor roles, and drag this line down to make more room in the Employee swimlane.
  3. Right-click in the Employee swimlane, somewhere below the Begin activity, and click Add activity Interactive (Interactive Activity icon 
				). The Activity dialog appears.
  4. In the Name field, enter Edit Report, and click OK. The Edit Report interactive activity is added to the diagram.
  5. Right-click on the Edit Report activity and click Add unconditional transition .
  6. Click 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.
  7. 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 appears.
  8. Set the Implementation Type to Screenflow.
  9. You will use an existing screenflow. In the Related Screenflow section, choose Submit Report from the Name drop-down list. Rather than create a new screenflow, you can re-use an existing one. This is because the Employee participant must edit the same information the participant entered originally. No new fields are required.
  10. Click Argument Mapping, click the Add icon (Add icon 
				  ), and set the Submit Report In page to the following:
    Submit Report's input arguments   ExpenseReport's instance variables
    reportSfArg = report
  11. Set the Submit Report Out page to the following:
    Expense Report's instance variables   Submit Report's output arguments
    report = reportSfArg
  12. Click OK, and then click OK again in the Main Task dialog box. The Edit Report activity is configured with the Submit Report screenflow.
  13. 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.