Update Request Task Screen
Key Lesson: In this step, you learn how to adapt the Approve Request task screen so Requesters can review rejection feedback, update the Purchase Request, and resubmit it to the Process.
Create the PurchaseRequestUpdate task screen used by Requesters to review rejection feedback, update a rejected Purchase Request, and resubmit it.
Create the Update Request screen
Section titled “Create the Update Request screen”Rather than building this screen from scratch, copy the Approve Request screen and modify the copy for the Requester. For instructions, see Copy the entire screen.
Attention
- Copy the
PurchaseRequestApprovescreen and rename the copyPurchaseRequestUpdate. - Configure the screen text label:
| Property | Value |
|---|---|
| Text | Your request has been rejected. Please update and resubmit: |
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Save your changes before continuing.
Display the Purchase Request details
Section titled “Display the Purchase Request details”The copied screen already contains the variables, embedded PurchaseRequestInclude screen, comment field, and other components created for the Approve Request screen. Reconfigure these components so the Requester can edit the Purchase Request while the Approver’s comment is displayed as read-only.
When configuring the Purchase Request details, leave any properties not specified at their default values.
1. Confirm/Reconfigure the screen variables
Section titled “1. Confirm/Reconfigure the screen variables”- Open the screen’s Variables tab.
- Confirm that the
requestvariable is configured as follows:
| Property | Value |
|---|---|
| Name | request |
| Context | Input |
| Type | |
| Default expression | Leave blank |
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Save your changes before continuing.
2. Reconfigure the Purchase Request details and comment
Section titled “2. Reconfigure the Purchase Request details and comment”- Return to the Layout tab.
- Move the embedded PurchaseRequestInclude screen out of the Disable component and place it above the Disable component.
- Leave the now empty Disable component in place.
- Confirm that the embedded screen is configured as follows:
| Tab | Property | Value |
|---|---|---|
| Properties | Screen | Purchasing.PurchaseRequestInclude |
| Inputs | request | |
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Save your changes before continuing.
- Drag the comment Input component into the empty Disable component.
- Configure the comment Input component as follows:
| Property | Value |
|---|---|
| Label | Approver comment |
| Binding | |
| Type | Text Area |
- Set or confirm the following Disable component properties:
| Property | Value |
|---|---|
| Disabled | true |
| Keep disabled if already disabled | Checked |
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Save your changes before continuing.
3. Confirm the screen output
Section titled “3. Confirm the screen output”The copied screen already contains the submit output. Confirm that it returns the updated Purchase Request to the Process.
- Open the screen’s Outputs tab.
- Confirm that the
submitoutput is configured as follows:
| Property | Value |
|---|---|
| Name | submit |
| Output type | |
| Can drive Process forward | Checked |
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Save your changes before continuing.
4. Update the screen actions
Section titled “4. Update the screen actions”The copied screen contains the Approve and Reject buttons used by the Approver. Replace these controls with a single Resubmit button for the Requester.
- Return to the screen’s Layout tab.
- Delete the Reject button.
- Update the remaining Approve button as follows:
| Button | Tab | Property | Value |
|---|---|---|---|
| Resubmit | Properties | Prefix icon | send |
| Text | Resubmit | ||
| Appearance | Color | Primary | |
| Events → Click | Action type → Ad-hoc action | |
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Leave all other properties at their default values.
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Save and close the editor.