Create New Application and Process in My App Flow

How To Create New Application and Process

Step 1:

➤ To start, open the “My App Flow” UI and navigate to the left-side header. Click on "Module, " select "Flows" from the dropdown menu, and then click on the process menu under the workflow submodule.

➤ Navigate to Flows → Workflow → Process

➤ The process grid displayed below includes a screenshot for reference. This visual guide illustrates the layout and key features of the my app flow application system.

Step 2:

➤ Then click the “Add New Process” button. Add a new application and a new process.

➤ Select the option (“Use Existing Application Name” or “Use New Application Name”) for creating a new application and a new process.

➤ To create a process under an existing application, first click the option "Use Existing Application" and select the existing application name. Then, add the new process name as desired.

➤ To resolve the issue, select the option "Use a New Application Name" and enter a new application name and process name. Check their availability; if the names are already in use, an error message will appear. In this case, try entering a different process name and check its availability. If necessary, repeat this process until you find available names.

➤ Then, select the "Use New Application Name" option to create a new application and process. Enter the application and process names, and check their availability to ensure they are unique.

➤ If the names are available, proceed to create the new process by adding the required fields and defining the states.

➤ A process automatically generates system-generated fields upon creation. To edit the ID field, specify the ID name and click the edit option. If additional fields are required, click the "Add" button to include them. This allows for customization and extension of the process fields as needed.

Step 3:

➤ Next, add the necessary process fields and their names. This will configure the details required for your my app flow process.

➤ Ensure proper configuration of each field by specifying the field name, data type, format, decimals, lookup options, and sequence. This will ensure accurate data handling and my app flow functionality.

Field Name:

➤ A "field name" is a label used in databases, spreadsheets, or forms to identify a specific piece of data. It describes the type of information stored in that field, such as "First Name," "Date of Birth," or "Product Price," and helps organize and categorize data for easy access and management.

Data Types:

➤ The base table fields support six different data types. Each type allows for various forms of data to be accurately captured and processed within the system.

Short Text - The "short text" data type is useful for fields where the text length is predictable and relatively short, such as names, titles, or short descriptions.

Long Text - The "Long Text" data type is suitable for fields where users might input substantial amounts of text, such as comments, descriptions, or detailed records.

Number - The choice of numeric data type depends on the requirements for precision, range, and performance.

Date/Time - The appropriate choice of date/time data type depends on the specific needs of the application or database, including precision, time zone considerations, and the nature of the data being managed.

Yes/No - The `BIT` data type is used to store binary values, typically representing Boolean true/false or 1/0 values. It's efficient for storing flags or binary states in a database.

Lookup - A lookup is used to retrieve and display specific data from a predefined source, such as a database table or dataset, based on user input or system requirements. It provides users with a selectable list of values to ensure accuracy and consistency in data entry, and can include features like filtering and searching for enhanced usability.

For further instructions on creating a base table lookup, refer to the lookup document titled "Lookup Menu Item in My App Flow." This document provides detailed guidance on the process lookup.

Format:

➤ The base table fields offer three different formats. These formats enable the customization of how data is displayed and managed within the system.

Fixed - A fixed format refers to a data structure where each field has a predefined, consistent length. This ensures that data is stored in a uniform way, with each record occupying the same amount of space, regardless of the actual data size.

Currency - Currency format is a data presentation style used to represent monetary values, typically including symbols like "$" and using decimal points to separate dollars and cents. It ensures values are displayed in a consistent manner for financial clarity and accuracy.

Percent - Percent format is a data presentation style that converts a decimal number into a percentage by multiplying it by 100 and appending a "%" symbol. This format is used to express ratios or proportions clearly in terms of percentage.

Decimals:

➤ Decimals are numerical values expressed using a decimal point to separate the whole number part from the fractional part. They represent quantities that are not whole numbers, allowing for precise values and measurements in mathematics, finance , and various fields.

Sequence:

➤ The sequence value is automatically generated for all fields. To make any changes to the sequence, reorder it manually by selecting the edit option. This allows for adjustment of the field sequence as needed.

Add Fields:

➤ Next, click the "Add" button to include fields in the “Process Fields” grid. Ensure you specify the field name, data type, format, decimals, lookup, and sequence accurately.

➤ Once added, all the fields will be displayed as shown below. This view allows you to review and manage the details of each field.

Edit Button - Click the "Edit Button" to modify existing records in the process base table field. This action will open a form or interface where you can make and save the necessary changes. Ensure to submit the updated information to apply the modifications.

Delete Button - Click the "Delete Button" to remove records from the process base table field. A confirmation dialog will appear to confirm that the deletion is intentional before proceeding. This helps prevent accidental removal of important data.

Rollback Button - Click the "Rollback Button" to revert changes made to records in the process base table field. This action will undo recent modifications and restore the records to their previous state. Ensure to review the changes before rolling back to prevent unintended data loss.

Step 4:

➤ Next, add all the state names as required. After entering the states, click the "Create Process" button to finalize the setup. The new process will be created under the specified application.

➤ To add a workflow state, start by entering the second state with a step name of “open” and click the "Edit" option. For additional states, use the "Add" option to include more states as needed.

➤ After adding all the states to the workflow steps grid, click the "Create Process" button. This action creates the process under the specified application and opens the Designer page for further customization.

Edit Button - Click the "Edit Button" to modify an existing name in the state. This action will open a form or interface where you can make and save the necessary changes. Ensure to submit the updated information to apply the modifications.

Delete Button - Click the "Delete Button" to remove a state from the workflow steps grid. A confirmation dialog will appear to verify that the deletion is intentional before you proceed. This step helps prevent accidental removal of important data.

Rollback Button - Click the "Rollback Button" to revert changes made to the state in the workflow steps grid. This action will undo recent modifications and restore the records to their previous state. Ensure to review the changes before rolling back to avoid unintended data loss.

Step 5:

➤ After creating a process, the Designer page opens for you to review and verify the states and flows. Ensure everything is accurate, then finalize the process. A process menu will be automatically generated in the apps and dashboard for easy access and management.

Note:

Right-click on each process and select "Finalize Process" to complete the setup. Ensure this step is done for every process to make it visible in the apps (menus) and dashboard.

➤ A process is created in the Apps and Dashboard in May App Flow. If you want to see the application and process in the My App Flow apps (menus).

➤ If any changes are needed in the “My App Flow” process states and actions, update the relevant configurations to adjust the my app flow as required. This will ensure that the process aligns with the desired functionality and requirements.

➤ First, click on the state, then go to the form properties on the right side to update the "Caption" and "Name" in the miscellaneous options. Right-click to reveal the save option and save the changes to update the state name.

➤ If changes are needed in the my app flow action, first click on the action. Then, update the "Caption" and "Name" in the form properties on the right side. Right-click to access the save option and save the changes.

➤ If you make any changes on the designer page, you must complete the finalization process to ensure your updates are saved and applied. This step is crucial to confirm that all modifications are properly implemented and to avoid any loss of data or inconsistencies.