Defining the Review Report Presentation

We now have a condition transition that the process instance flows through if the supervisor does not approve the expense report. We must now define the Review Report activity in which the Supervisor can approve or reject the report.

To implement the Review Report activity, you first need to create the Review Report presentation. The Review Report Presentation is similar to the Submit Report presentation, except that it also allows the supervisor to accept or reject the expense report.

To create the Review Report 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. In the Presentation field , enter ReviewReport.
  3. The ReviewReport presentation is 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 that display 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 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.
  8. In the presentation, select the input text box in the SubmittedBy row, and, in the Properties window, set the Editable property to No by clicking on the property. The name of this field should be text0. If it is not text0, then change it to text0. We set this so that the users of this presentation cannot change the name of the submitting employee.
  9. Select the text field in the Amount column. The Name property of the text field should be items_text3. If it is not, then, in the Properties window, click the property and change the value to items_text3.
  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, in the Properties window, set the Editable property to No.
  12. Save your changes.
  13. To verify, click on the Preview in Browser (Preview in Browser icon ) 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.
Parent topic: Activity 4: Adding Alternative Paths
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