Leave Request (Extended Version)

In this intermediate-level tutorial, you will build a more advanced Leave Request approval application by extending the Leave Request (Basic Version) application. You will learn more advanced concepts in working with SmartObjects such as how to integrate with external systems by using SmartObjects, how to add more advanced workflow functions like reminders and rework loops, and add more advanced functionality to the forms used in the application, for example retrieving data from an external system.

If you want to learn a little more about the application you are about to build and how it will behave, review the design of the application in the topic Leave Request (Extended Version): Application Design.

The Leave Request (Extended Version) tutorial builds upon the basic version tutorial. You must have the completed components from the basic version in place, before beginning this tutorial. To build the basic version, please see the Leave Request (Basic Version) tutorial

For this scenario we use sample users. You can create your own test users to work with. Depending on the type of scenario you build, you may need to configure specific security settings such as Designer authorization for these users. For more information about managing your environment see the Administer section.

Steps

1. Add the Approver Comments Property to the Leave Request SmartObject
2. Create a SQL Server Service Instance
3. Create a new SmartObject from a Service Instance
4. Add the Approver Comments Control to the Leave Request Item View and Bind the Leave Type Drop-Down List
5. Add and Configure Email Steps for the Manager Outcomes
6. Add the Rework Outcome and Requester Rework Task
7. Add a Reminder to the Manager Approval Step
8. Deploy the Leave Request Workflow
9. Edit a Rule to Enable the Approver Comments for the Workflow Task State
10. Add a Save Method to Update the SmartObject with Manager Changes
11. Add a Clear Method to Clear Form Fields After Submit
12. Test the Leave Request (Extended Version) Application
13. (Optional) Clean up your environment by deleting the application artifacts

First Step: 1. Add the Approver Comments Property to the Leave Request SmartObject