32. Submit Expense Claims
After a long and complex application build, you are now ready to test your work! In this step, you submit two new expense claims. You select yourself as the approver for each claim to make testing easier. (Remember, you are a member of the Expense Claim Approvers group.) As the approver, you approve the first claim and send the second claim back for rework.
- Add two new expense claims to the Expense Claim list. Complete the header view fields with your own content. Select yourself as the approver (recall that you added yourself to the approver's group in SharePoint.) Add one or more expense claim line items in the details view, again using your own content.
- Navigate to the Expense Claim list in SharePoint, then click the New button. The New Expense Claim form launches.
- Complete the expense claim (header) fields with your own content. For testing, add yourself as the approver. (Recall that you added yourself to the approver's SharePoint group. This is the group assigned the approval task.)
- Add Expense Claim Items (including attachments) to the editable list view at the bottom of the form. As you add items, notice how K2 calculates the amounts and updates the total amount. When ready, click the Submit button to submit the form and start the workflow. You see the confirmation message with the reference ID of the expense claim. When you click OK on the confirmation, you return to the Expense Claim list.
- Use the New link to submit a second expense claim for approval, once again using your own content. Select yourself as the approver.
- On the Expense Claim list landing page, you see the status of both expense claims change to Submitted. (If not, wait a few minutes and refresh the list. If the status does not update after 5 minutes, the workflow may have failed to start.)
- Navigate to the Expense Claim list in SharePoint, then click the New button. The New Expense Claim form launches.
- Open the reporting dashboard and verify you see the two expense claims in the Expense Claims Waiting Approval view.
- Next, test the reporting dashboard. Both of the claims you just submitted are waiting initial approval, so they should appear in the report. Click the Expense Claim Reports link in the Quick Launch column. At the bottom of the screen are your two reporting list views. Locate the Expense Claims Waiting Approval view and confirm you can see both claims.
- Next, test the reporting dashboard. Both of the claims you just submitted are waiting initial approval, so they should appear in the report. Click the Expense Claim Reports link in the Quick Launch column. At the bottom of the screen are your two reporting list views. Locate the Expense Claims Waiting Approval view and confirm you can see both claims.
Review
In this step, you submitted two new expense claims, each of which starts a separate workflow instance. You launched the Expense Claim Reports dashboard and viewed the first entry in your reports! In the next step, you approve the first claim and query the second claim.