Creating the Confirm Receipts Presentation

You must implement a task for the Confirm Receipts activity. As with the other interactive activities, the Confirm Receipts activity uses a screenflow. As before, you must first create the presentation this screenflow uses.

The Confirm Receipts presentation is similar to the Review Report presentation, but it also enables the treasurer to check off each item that has the required receipts.

To create the Confirm Receipts presentation:

  1. In the Project Navigator, right-click on the ExpenseReport BPM Object (BPM Object icon 
				), and click New Presentation (Presentation icon 
				). The Presentation Wizard appears.
  2. Enter ConfirmReceipts in the Presentation field.
  3. Check the From Template checkbox. Do not select 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 in the table below, in the order shown.
    submittedBy
    submitDate
    description
    costCenter
    items[].description
    items[].date
    items[].amount
    items[].receiptChecked
    total
    comments
    reviewedBy
    isApproved

    In this case, we use all of the attributes of the ExpenseReport object.

  6. Click Finish. The ConfirmReceipts presentation is created, and a presentation editor is opens.
  7. Using the Properties window, in the fields for the submittedBy, submitDate, items[].description, items[].amount, and total attributes, set the Editable property to No .
  8. Save your changes.
  9. To verify, click on the Preview in Browser (Preview in Browser icon 
				) icon in the presentation editor.
    The Confirm Receipts presentation should look like this:
    Figure 1. Confirm Receipts presentation
  10. Close the presentation editor.