Using Dynamic Display Rule to designated approval

Dynamic display rule allows you to display in specific contents/area according to the rules that you define based on the logic. You may use it when designing forms frequently. In this case, we have a demo that how to use it to designated approval. 

Use Case

There will a sample scheme for approving invoice. The applicant need to send different invoices to different managers, the approval manager can only view his own invoices and take action. 

 

Precondition

It suggests to use "list variable" (e.g. Invoice List) to work out per the approval managers is unpredictable.

You need summary/concat the supervisors in the list to an user variable, which will be used to send approval task.

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Define the rule and condition

You need have a task form to define the rule and conditions.  Go to the list control properties.

Click "Settings" of Columns. On the page of list column settings, you need to define the rule and condition for each column. mceclip1.png

Click the setting icon and then go to "Create Rule" of Dynamic Display Rules.

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Define the condition in "Expression Editor". Get both element from "Expression" and the "Current User" is from "Instance Context".

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Define the rule to show.  

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Confirm "Ok" to submit and repeat it for other columns. 

 

Configure Assignment Task

Go to Workflow designer and click the setting of "Supervisor" task. 

  • The user variable of "Supervisors" is set as assignee;
  • Parallel task receiving will be better to process;
  • The upon task form of "Approval" to be related; 

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Scroll down the setting page and then

  • Approval Task can be customized as needed;
  • Any Approved can be set per logic;
  • Tick response waiting and every supervisor need take actions to go forward. 

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Assuming that a simple workflow as exampled:

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Example Result

Let's have a simple submission as:

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And go to task page from one of designated supervisors and he can only view and take approval for this invoice(s). 

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