HomeMy WebLinkAboutWorkflow Formlet - Task Instructions V1 ProjectDox.Data.Model.Aggregate.FoldersTreeModel City of Bozeman Building Division
Approved for Construction
on
42
software
Standard Formlets Introduction
A formlet is a component of an eForm. Each formlet corresponds to a section of the eForm, such as
Department Review or Approval. ProjectDox has a standard set of built in formlets. Formlets that are standard
in the Best in Class workflow cannot be edited.
The formlets are in the Formlet Manager Tab. This tab allows a System Admin to add and edit additional
custom formlets. The custom formlets can be identified by the presence of the Edit Workflow Formlet icon
and a flag of NO under the Is Standard? column.
M �YIY Y►1� ��V aC, P��t
rrrr. y��r M
t l..w+Ma M«. •Y..w lYw1��. M w
frY M 'll �
Predefined formlets can be added, removed, or edited to a workflow activity by clicking the icon.Drag the
"Available Formlets" boxes and drop them in the appropriate Formlet tab area to display their content as
components on the EForm window. When the icon is clicked it will open the formlet properties window. This
is a shortcut to edit the formlet properties. The properties can be changed from this page.
' Remember to click save before you close the formlet properties box otherwise all changes will be removed
E6e Four 4tc upload end Suomi =F°r"r"Propertrs Uv+wd.nd subrM Dvplrertxnt Rw~
_ �I.wKO KdyO P-ram
- e.rrr/�M I�Lea
Ma4W IO..iY Cww MwY.
tO���PM
•�M4.�.��w oer.rey.rr�.rs
erlet� .R .wo..
,Al
r.w t rr
a....rw r�,ylarV
tAl•YID M�hl.ww-/+MwIM
Tw. [Mv &i 1%ft—-11Y L1wYt yp...f..seM.w AT
Lq er
Edit Formlets:upload and Submit
City of Bozeman Building Division
01b;1-e Aga so*-*r,ets be.nva 'Jfe OOFo�.M'V*Atoasoaft^eeww!attmorIF&-..•a:„ Approved for Construction
Avalon"FennMb Cone wt FongAb
Aan.rc�n,-++xoMa-Rk►9_t IVt'u^y'ryY.
' step fvbutoor
AaC•<a!�Bte*awtyce.tyM!
e.t tA1'Cae
Ape.tlr5UQttr9C0ff 1V.V1 <R stew re.nor
A,pr,nresm.vpere�ere;urtrl ,d Aoprw
Aopcaoor0eea:s►praYA_!;sryrante-t„ern. <Q DSscmne bore
Apgic prORaope rafc521_�;Vsw.rasra•.y. sr, n<orrKb
Aoora" <R vxt.ttrurr
Apq•O+a et....novnotr
Atty$y,.Wortfynt
Save Close
Below is a list of the standard formlet's included in Avolve's ProjectFlow workflow.
Approval—A formlet typically used for the approval of documents from the applicant.
Fora let Properties:Prescreen Corrections-Approval
Noose Formbt!or up0atinp crc r-••
F —
Available Formtets -„ri v
uSMm:Nr'aH 1!1'oplrtrt
T.t5e -r,MMmatKV1
Require CtlectboxAadio Button Input O
Option Types r*CU ux v
options 'uve[unptKed s0 PIISCreen tMgvesti Move Top
Move Up
Move D"n
Move Bottom
Remove
Add
SaMe Dose
Title: Title that is given to the formlet section.
Require CheckboxlRadio Button Input: Determines if the checkbox\radio button is enabled/disabled
based on whether the checkboxes are checked or not.
Option Types: Specify type of input controls which will appear on the formlet.
Options: Specifies the confirmation checkboxes to display in the task that will sew n
before the Complete button will be enabled. City of Bozeman Building Division
Approved for Construction
APPLICANT UPLOAD
r.t�r..m.rr raersr rw+r r+..l tnr�ta.r ria w.ar.rcwl+.r twr
{laali�l Sit W nVJ�wMW .rY
Ys•�lrr►
wra.rrrwraa>.e.pa.ar.Tralt aNUtita as Ta alw/aar�aaa>ar
Cl/ItliMr�/\brlblwMeMb!/rwMSl�walA
r r.�naoaa r.rrtw.ae�....
Assign Quick Review Responders—A formlet used to assign a task to a group or individual in the Quick
Review process. This formlet allows the user to require responses to comments, add files directly to the eForm
and select a due date.
ooa wmt+ln ror taoennno otooetues—
Available FOe WIM Atsrgn Q.Kk RhKw Retper4vs
F--Cu6ppm Farrnkt Mopnt,e•
IOUick Review Completion Emaa Template s,:.t"rAOhOC�ttSDc^ ^n't%1✓,rn
Quick Review Completion Email Template: Specifies the email template used when the quick review
summary is sent to the selected users.
ASSIGN QUICK REVIEW RESPONDERS
TrM ISNrr[eSSw
t►re rrrw ti aSNtllan ma atta•aM w0.0 q UV wepodn q ueraM roar W le1,O tti np/e1A
lwmdr�.e tra twa t1r r
ca•.uw�
MOVCOene-
a.taewt•taat..wa -
a.O.r. 7nWAM6I pO'AM
agar
. nM1Y
vwOl►-
Assign Reviewers—A formlet used to assign individuals in various departments to review the applicant's
submission.
- Cna .r°otmkt fur u(:W'iry.rc;(>ertc5
AVMM"FffM fb Asirgn F,-%v"(s
oslom Fottr ct Ftopetttec
No C%Atom peeplttiet east lot Dos formlet
j ASSIGN REVIEWERS
City of Bozeman Building Division
Approved for Construction
Start Sub-Workflow—Allows assigning sub-workflows at the beginning of the Dynamic Review workflow.
Choose Formlet for updating properties
Available Formlets Start Sub-Workflows
Custom Formlet Properties:
No custom properties exist for this formlet
ASSIGN WtpMORKFLOWS PM�.
V+V\
-Mnv�-
YV��r�Y
These buttons allow the user to start or restart individual sub-workflows. These buttons will be hidden if the
sub-workflow has an active activity. If the sub-workflow was never started, the button will display "Start Sub-
Workflow". If the sub-workflow has been started in the past and can be started again, the button will display
"Restart Sub-Workflow". Only when the activities within the sub-workflows are completed will the sub-workflow
be able to be restarted.
Assign Sub-Workflows Formlet:
Workflow Instance Manager !, —
—1..ID:a City of Bozeman Building Division
Waklb�Na.r: :aga6io..tWadrq++ p.gaot:w._Bmla.gl tarry Approved for Construction
Aemin Group: wallow Aerv. -..
(oorew.u/Ooew. -em ns!nu.<pluonon6rvMVNmertaaml
r.r rPn a,airremy, ..
b+.gr,ww Moe.: tom,;`.na.atepoMe a gaa�oaa
r.oaer,a Maea:p
FMFe Dpts.W iM./par:an: 1
Fn+a+a DaM.n Now Fie irralrp:12
U.e Seyar,te Narie..Cyrk.:'.f
WorMton Metaeatr. �
s..rt PaaM i«nun.t< call
The Assign Sub-Workflows formlet can be added to the Generic Activit to allow users to start sub-workflows.
OOO , 'I
Activity Properties:Upload and SuNnit
Workflow Task Manager:Upload and Submit
Ge^.era Date Created: 1/11/20211A8rt/PM
status:pending
astignnrent Type: Fvstlr+Gmup
Group Nam..-Applicant
Uxr Email:
Priority: Medium
Co.,,1.6 1 Type'0 RequnN®0pEorul
Task Nam..-Upload and S.t-d
StarNP Task lmemctlors Pleau follow the steps bete:
b
Custom Uftl:
Task Pn
6
Due Days Out:
This formlet contains a list of all the sub-workflows configured in the workflow instance. There is a checkbox to
the left of each sub-workflow. Each sub-workflow corresponds to an Activity Grouping (sub-workflow) on the
workflow design. If the checkbox is checked, the sub-workflow will be started when the user clicks the
complete button and finishes this eForm task.
The startup group for this task will be the users who can start the sub-workflows. The user can start one or
more of the sub-workflows and then use the Monitor Sub-Workflow Dashboard to start or restart others later.
Typically, there is only one startup task for this activity.
The sub-workflow name that shows up in the Sub-Workflow column are the Activity Groupings on the designer
that have the "Is Sub-Workflow" checkbox checked [= TRUE].
Batch Stamp—This formlet is used to confirm that the user responsible has performed the approval batch
stamp. Once this is confirmed, the applicant receives an email which lets them know their final set of plans are
now ready for download. This formlet is used for manual batch stamping.
r--{TOoie Fonnfrt for upaatn'9 FropMKti
IAvailable iorrralets ge0t►I SupV
rustom Fwmtet Otopevtan
Rcv.cw Comments folder
Review Comment Folder: Specify a valid destination folder path to the checklist report. The format is
the following for single level folder or multiple level:
• Approved
• Approved/Checklist
If the folder is specified, a "Generate Review Comment Report" button will be visible in thq--jq rwise
the button is not shown on the eForm. City of Bozeman Building Division
Approved for Construction
BATCH STAMP ...
/wr qh»svmw Wwy
♦Ira..trt.rr.o.•t qW,t a-9.no-mv.wn
The Simple Batch Stamp activity is configured using a Generic Activity with a Batch Stamp formlet. This
activity is a simple way to manually verify the batch stamp process was completed using the ProjectDox Batch
Stamp screen.
BATCH STAMP ProjectFlow
,
TH►Iwntrvallon•
ir.r Nrn r.atop rwoW.e•a r...»aMen ser.p o+. :erpar tN w.
Y1t►TiErgp Jpprpry T.-p.b ,
11moMp:
:.ytf M r..s r so*news in fr%Wh&U V
K4 a."
0 rra raa,�
J IY.11ryr
J A1r*
i>.4►nw.
Cprn:'rY �rMf
Batch File Stamp Template:
This drop down is a list of all the batch stamp templates configured in the Admin section of ProjectDox.
Select the files to apply the batch stamp:
This is a list of folder and files that need to be batch stamped. Select the ones that apply.
Copy User to Group—This formlet is used to add a user from one group to another, all within the eForm itself.
In order for a particular user to show up as an available choice, they must be a member of the selected source
group (the group you have selected for options during configuration). Once this activity is completed, the
chosen user will be added to the target group (the group selected during configuration as the one which users
are being added to during.)
hoose for,ik !a updating ptopertres
City of Boze an Building Division
ArMhbk Rmlete Cops User to Group Approved for Construction
r-{u+tom Fotmki Pmpertes.
Group Propert.es
Source Group.
Target Group
Show Workflow Owner Button 0
Title for"Show Workflow Owner-Button: mj"wpr"oarownh
Require Target Group Uten.12
Source Group: Specifies the source group that will contain the user from which to add the target
group.
Target Group: Specifies the target group that the user will be added to.
Show Workflow Owner Button: Determines if button "Show Workflow Owner" should be shown.
Title for "Show Workflow Owner"Button: Specify a title for"Show Workflow Owner" button.
Require Target Group Users: Determines if target group should contain at least one user.
,•, �« a .ter : , �:t���
Ate Ousee Gwen _ j to PLVnN Coordtrtator
Alm a Avg a as Planner MPort as Coordnata
Appoax as PtalxKr
Add Use, Make ttt4**fic>w omw•confgumd labels
Department Review— Startup Tasks are now exposed in the Department Review activity properties. In
previous versions, they were hidden and not used because reviews were always assigned using the Assign
Reviewers activity. In ProjectFlow v2.0 and higher, the Department Review activity can opt out of using the
Assign Reviewers activity and choose to assign the reviews ahead of time using startup tasks.
I
on�
OWarhM
UhM tat 1��
1ti MU.�rY1
a.n.Mr 1�.rrJ OrN rY.r M— -
twr� rw.�
{rVrYr MYr.lad• I
tammide" A -
{rr+trq a I
at.r+ara A
r tr rwa..s
When the Department Review activity is initialized, the system will first check to see if there are startup tasks
configured, if so, it will assign the reviews and assign the tasks for those reviews at that time, if no startup
tasks are used, the assumption is that the Assign Reviewers activity is being used to assign reviews in a
previous step or reviews are being assigned programmatically using custom formlets or custom code.
This formlet is used for the department review step of the workflow. This formlet gives the.revieW&fiAfiC&ss to
view and edit changemark items, view and edit checklist items, request additional rev ftgf"Mao.1&ig Division
7lpprove for`�onstruction
departments, assign reviews to any direct subgroups in the configuration, view thew rkflow's history and add
comments for the Review Coordinator to see
r -tioose Fermlet to waahng properties— v
Avellabk kwinlets Clepaninc it Restesv
F-{ustom Formlet PTOPW. .—
use Parent Group for Requested Review Approval 12
Slow Request Additional Reviews:
Use Parent Group for Requested Review Approval: Determines if the parent group is the one
notified for requested reviews or the Review/Planning Coordinator is used.
Show Request Additional Reviews:Determines if the "Request Additional Reviews" section should be
shown.
The Request Additional Reviews section of the Department Review EForm will be hidden if:
1. The "Show Request Additional Reviews" formlet property of the Department Review formlet is unchecked.
This is checked by default.
2. If there are no other reviews available to assign.
3. If the current user opening the EForm is in the root level group of the review configuration.
4. If the Department Review is not contained inside of an activity grouping with a review configuration set on
it.
G
0.pYtw11M1 nMsaw
O
- Nnanw Urcvbrrr.
ppwt�sttit IW717N
sw lMr�.r�aaiew
ssaaws Iw.�aaasrarw ;
Discussion Board—A formlet used as a communication tool between participants in the workflow. The
comments will be viewable directly on the eForm.
7Famke fol tlpdmft propene
Available Fatnslets Decusmn Board
ustcm Formle!Propetties:—
Topx Trtle-
Matter Activ,ty ,:eparlmMl Resev v
Video Tog:
Topic Title:The title of the topic and displays the header above the Discussion Board formlet. The
Topic Title placed on any child activity will only show as the header above the Discussion Board formlet.
The title of the topic for the child activity will always be the Topic Title defined on the master activity.
Master Activity:The master activity that links all the activities in the discussion together.
Video Tag: Specifies tag to load help content.
The Discussion Board topic has three properties:
Topic: yam_
The Topic title is the subject of the discussion. If no Topic title is entered, an err tMM App S8 ndc r.
ro.. for Construction
Category: b
The Category drop down displays a list of other activities on the designer. The value that is configured
for this property is the main activity that any other Discussion Board formlets are communicating with
and linked to. The Discussion Board contains comments and discussions between multiple groups and
users across multiple steps in the workflow and each one of those discussions must use the same
master activity value.
Description:
A description can be added for the discussion topic but is not required.
Ir rrw�rr �...�rrr Ir.
wN+w MIFF r/F �A FIIII M� rrr ��
• r FVIF Mr�F r. �F•►� err �•...
♦►1���wrr I♦M♦� ♦tiw4
♦ M ti♦✓•ti ♦�1M• r �
1.1 a
File Upload- The File Upload screen allows Applicants to upload their electronic plans and other documents
during the workflow process using the ProjectFlow eForms. This is deployed on any new BIC workflows
definitions; legacy workflows will continue to use the File Upload activity without the file upload formlet. If the
customer requests existing workflows to be retrofitted with the "File Upload" formlet it can be added manually
in the workflow designer with a services engagement. If manually added, then it will only affect new workflow
instances created after the change.
File Upload allows for Optional Applicant Instructions and hyperlink to redirect the applicant to additional
information a jurisdiction may wish an applicant to review prior to uploading their drawings. They can add not
only additional instructions, but they can also add a hyperlink to redirect an applicant to additional information
on their website, etc. The hyperlink is optional, the user can just add instructions or instructions and hyperlink
Formkt for updatma properties
City of Bozeman Building Division
Available Formkn Fdr Upload V Approved for Construction
uslCen Formkt FYowws-
Optional Vpload Instructions
Instructions Hyperllnk Label:
Instructions Redirect Hyperlmk
Burton 1 Name.
Fosdcr t Name
Burton 2 Name'
Fosdtr I Name
Button 3 Name'.
Folder 3 Name
YNNllg6
Button Mode:
Folder Mode
bulk Uploader File S-6ectron-
Bulk Upluder-Subm.rtvan policy
Optional Upload Instructions: Enter the upload instructions for the file upload formlet.
Instructions Hyperlink Label: Text that can be configured as a hyperlink and displayed on the eForm.
Instructions Redirect Hyperlink: Hyperlink to a short tutorial video to be played for the applicant on
how to upload files.
Button Name:Text that will display on an upload button.
Folder Name: Folder mapped to a specific project file folder. This map is for a main or parent folder.
Sub-folders are not supported.
The Complete Button text can be customized in the Eform Button Configuration screen in the fields shown
below. The Action Complete Message is optional. It is a way to communicate to the user that the action is
complete and the files have been uploaded.
u. I: button Configuration:Upload and Submit x
Complete Button X
button IO iForwtio�MseEurtan
Sobnut Aol— Ccmplele v
Aheass V-t0W Q
Avts built Complete Task: O
Button Label "A r.n
btrttan coon—tlon
AcOm Cen*14M Message: Th"you ksr year supr lmm sbu rM RONne an rrrW conM1mp,c•.r suornnsr_ a O start d th atescrvavl
or*=&
Activity Properties for upload, Task Completion, Email Notification Template specifies the
notifyUploadComplete email template. This email can be customized as all other emails in ProjectFlow.
Activity Properties:Upload and Submit
Sta"up'ask City of Bozeman Building Division
Approved for Construction
Startup Task/1 X <�UpkW and SUbn+ie
Startup Task 02 ._.7
Startup Task a) ;� J
ieir hcC='ir'- -
Exude Task from Review Cycle
Disable Task Assignment Email%
Task Assignment Email Notification Template .:byjptoad
y Task Completion Email Notification Tempiate ,;tlfytJptpadCpnrpMt
F Video Tag 'askIML1KD0elf-Gentt1[
blat Nobfcatron Remade.
Time to Start NotAying Before Task Due .ijv 0 Hours. 0
Task Before Due Notification Interval -.v.V 0 Hours 0
Task Wore Due Email Notification Template
Task Past Due Noirfication Interval Da-rr 0 Helm 0
Task Past Due Notification Umit „ „ (number of tKnes to noullo
Task Past Due Email Notification Template
Save 00"
When the form launches, the permissions will determine what folders the applicant will see in this formlet.
j 1 Ci' 1 f31 �.SNKt an01rli1Ui3 jOW dran•ry Y1J si,ppurt•ng 6ocvmanl fr{ai rnto tfiy car G)lit.H repyv.
f:le Upl.ad far:Upload and SvUrnrl Testing 6.30,2020 0
tyese«ck re0rooraeeb la ale Rea"at(tir rov an upba6^¢ 1.,...�.._.
udrw tk* nqs C*I�d D(ttr rwl.
No tars vpioadad yet
When the user clicks on the folder of choice, the "Select Files to Upload" and "View Folders" button are
displayed. Select Files to Upload Clicking this button will open the ProjectDox Upload screen allowing the
user to upload any number of files.
�rw+rys ur.w Usti
Erowae foe Fills ,a�.f.ra■ ,y'strra■
awiw4ra�eMow.uawa�
If the user has the permission, the user can also delete files from the folder by clicking on the X icon beside the
file.
APPLICANT UPLOAD ProrectFlow
ty of Bozeman Building Division
Approved for Construction
7a■x In■twcuon.
S~6M/dp**douvown tow own u"a 2*6 b vp••d IO I*WI d k h*RO MM,Ai■M f■prW v4rvfvW 4l•'f w•upOW■d TO START
REVIEW PROCESS Fl ON W680 WOW Carokso NDWY ArA601*W Wbo id by W%*bC&V dfsrlom ltio■d Took C&ro@W(budem or pp■)
hq•ce W VoWWMN*n
Rd•ct tw+Mn to W.W to MM lu•7w
Soso Fan to UDb•d Vbw NOW
.J .xr,wrA>ni■�■ry
.�11.11•/x
Ur■w V.uewx
Jt a..o.iassx
rr+o...w■ulsx
!4"F P?i-Xfex _
View Folders Clicking this button will display the main folders view allowing the user to choose another folder
to upload to.
Once the Applicant checks the checkbox "I have uploaded all required drawings and documents." then clicks
the Upload Complete button, they will receive a confirmation email if configured to do so.
Upload Tas).Complete;I have uploaded a!l reQwred drawings and or documents
Upload Compete-Noldy Jurk4 lion CbseJ
Do Not Reply QA
Applicant Upload Task Assignment Complete lot LAB Validation
To ipr■ecnt
Project
Applicant Upload Task Assignment has been completed
Attention Lora:
Your files have been received for LAB Validation
1 A2-1 1 pdf
2 Chartief Div td pdf
3 Division 16 pdf
J FTP Division 16 pdf
6 LD100 00 L100 pdf
6 Sod cakulations pdf
Please do not reply to this email.
Troubleshooting
• Confirm Uploading is operational from the user interface.
• Confirm notifyUploadComplete.htmi is in the Custom\en folder of the ProjectDox install.
• Confirm user has permissions to desired folders.
Global File Compare—This formlet enables the comparing of files across folders and projects.
noose Formbt tot upWing proM je's
kh-
City of Boze an Building Division
AvWbk Forth a GkON Foe Compare Approv d for Construction
rw
ustom Formkt PrcperLes.
custom proper4es emat tot Vvs tormlt t
OPEN ME COMFMRE ME
Setect Zooc!
sekct Fdr
erwbrr SNerlra 1 Nn
1. In the Select Project field under"Open File", start typing the project name. The search will start
auto-populating projects that match.
"wa Mra-.0."t•
co•M1aooil.re.e./1ax-tf 7»»,
ca20160017.rose+tse 117f677s
tlllect�a
2. Select the desired project. The folders will populate.
g.M Fair a.,...N.
f-DpbMrlt./�nrnra
•J1r.rrYr•M a••. ••..
J I_D_
•LA
Jcr'
J•�.r Br.rrr
_`n r fill
-:.•y4a iMrClaO w
3. Do the same for the Compare File option.
4. Open the folder(s) and select the radio button for the files to compare and Click 'Compare Selected
Files'.
tgen/Nr Compare►re
ldaa MJM CO•IOUOOt 1.I0MVtSrr•It77t»7 CATO71.001 T.lO10MRlN•i177f)M
(DJNH11,hW�I11I1t1,s, �W7s1►MtR I✓tYrQ11/Igg11
•J+rowr t+�+w+s
.;A c tw '-FA C.. Mir►
•'err Oee•+c�� -J rrr 0.wrvnr.
C01. Ip�t f/h2f N ftes
Group Management—This formlet is used to give the user the ability to invite or remove users from their
group.
noose Formlet for up""peopeRres—
City of Bozel an Building Division
Avallaitte Formlets •+oup M4n,Oernent Approved for Construction
ustom Famlet proptrtres
Invtte to Groups
Invite to Group: Specify a pipe (i.e. symbol) delimited list of valid Group Names to invite users to.
Once a user has participated in the review process, they cannot be deleted from the group.
Irwtte to Groups Remove howl Group
First Name' Name
Last Name
E 1 F_
Monitor Child Workflow Instances -This formlet allow for a view of sub-workflows of a specific workflow
definition. This will give the name and status of the activity groupings within the workflow. This is like the
Monitor Sub-Workflow activity, but it will not allow the starting of a sub-workflow. It will only give a read-only
view of the instances running inside the project and give the ability to terminate a workflow instance.
7 orrile for sodim"plopenin—
it A"Fe-d F Monnoq C►N Wotirnow trwp~ J
usxn Farrnlet Pr r..
Aswars Apow►rent Workflow to Compretr
Show trrmuWr Wor►stow Svttor- 0
Workflow Defwnons Su Wwo wotkfb«-lovow •W t/M I I ID44
vM
MG/K akn0 worwom-V pod!-I RU202t
6-1T21 AM
elc�+o►o wak�loty-rwoa•trenott t2r2 t
AM
-'ptgkCtF6psr 1.'rwersrt Mltt6f-R+Fenp 14�vtwt
Import-11111r2021 r 1MJ AM
sic SUN&V ftr►'bw-"Vairt-t/271202145204
AM
i Prgl�ftltgw Irr7fM„GMp aratel EuMrp R-vtm
Impdt•Vi5/20tI it*15 AM
SIC PLOY rq WbAtkbw-wood•VI y iI21)INO K
0.M
01C►Am"Wtorklbr.-wool•ICR1,12020 M53
AM
Always Allow Parent Workflow to Complete: Specify whether to allow the parent workflow to complete
even with uncompleted child workflows or not.
Show Terminate Workflow Button: Specify whether to Show Terminate Workflow button or not.
Workflow Definition: Specify the list of workflow definitions that can be monitored from this formlet.
City of Bozeman Building Division
Approved for Construction
W.101.uw skVI PAR SVA W WR OC WWW
• yw� -•... 4•LAtfa rr 4-11ir7 PW
Monitor Sub-Workflows -A formlet for a persistent task in a Dynamic Review workflow that allows the
user/group to see the status of all the sub-workflows and all reviews inside of the sub-workflow. In addition, it
allows for starting/restarting a sub-workflow.
t--Ctwou Fwmkt for upCatirq properties v
Ill Avallable Formlets Morvtor Sub Worttk n.
i �ut•.are Formkt PropMtrec'
Mk RaUn W**fbw:
Hide Restart Workflow: Determines if the Restart Workflow button in the formlet should be hidden.
The Monitor Sub-Workflow activity can be dragged and dropped on the design. The Monitor Sub-Workflow
Dashboard formlet must then be added to the activity.
■
a®
J�
rr A
nx
r�
>�H
1�
{i
The Monitor Sub-Workflow activity will use a startup group to assign this step in the workflow to a specific
group that will have the ability to monitor and manage the sub-workflow processes. These new components
are used to help users in the workflow monitor and manage the sub-workflows during the entire workflow
process. They will allow users to start new sub-workflows and monitor them in real-time. The Refresh link will
update the dashboard information currently being displayed for the sub-workflows.
I*OMROR lU6'WORKROW M3148"KO
City of Bozeman Building Division
Approved for Construction
1
rr Y�Y�•W
�� MY�r NIMtYA
•r�
-�YLrrf MAw•wv
till -•IiMi �vM•'•M
-
11
Set Sub-Workflow Status Activity
The "Set Sub-Workflow Status" activity allows a workflow designer to add the activity within an Activity
Grouping to communicate to consumers of the workflow what the status of the sub-workflow is at any point in
the workflow process. The activity can be dragged and dropped from the workflow designer toolbar onto the
design.
Ww
■..
MA --
X/ --
n Ob
Gx
o=.
.la
U�
a a -
1�.
I
The activity does not necessarily have to be positioned inside of an activity grouping, but for visual purposes
and to help understand the process from a visual aspect, the Best in Class Building Review designs do
position the activities inside of the sub-workflows. This helps users better understand what the workflow
process state is at any point.
To configure the Set Sub-Workflow Status, choose a status from the Sub-Workflow Status drop down and
choose a name from the Sub-Workflow Name drop down.
A606*y ikopt bov."FkAdinq StA1 Wakttow Status to'Buikfw*l AMovtd'
City of Bozeman Building Division
Approved for Construction
wr.hwy U
eyAw.u.a.rf,
O.n_C.&O.a(_:ea a,
hMOt tl.w W.i OM 0 ''ww 0--
f....w.l.w�wwr
f.e w.w.1lr.:sarev.
f.►fwM.1C.��-y.,�yYMPt. �
This name is loaded in the Sub-Workflow Name drop down are all the activity groupings marked as sub-
workflows and have the "Is Sub-Workflow" checkbox checked [= TRUE]. The actual name in the list is the label
of the activity grouping on the design. The status of the sub-workflow comes from the "Set Sub-Workflow
Status" activities that are configured for the sub-workflows.
tr w�r..r
u
Activity Gioupinps Pt '&.Wq Sub W.O.
kwyVAYr. t�M1.4.
I.*Fft k
y. a.. J
Sub-Workflow Status Types
There is a new workflow type called Sub-Workflow Status Type. This status type is configured in the Workflow
Types screen. They are customizable and can be used anywhere in the workflow but they are typically used
within the Activity Grouping for a specific sub-workflow although they can also be used outside of an Activity
Grouping.
�p1tM.wM.I
A.rYt.M�b
I.L M Rwvw
.M1M..4(ww
This type is used to communicate the status of each sub-workflow in reports and dashboards, such as the
Monitor Sub-Workflow Dashboard.
The tasks for the Monitor Sub-Workflow activity will always be automatically completed when all the sub-
workflows are completed.
Permit Information- The Permit Information formlet can connect to multiple BIC Integrations so that one
formlet can be reused multiple times for multiple integrations.
rCrooee saemrt row�per�q 000.,v" -
L AwvW Forwam r. ,.r .. City of Bozeman Building Division
Approved for Construction
Fc.'-Ief?raoernrr
Ur"Acimmy►W W
1149W I*Show Yo.e fop
Uw VP
More Doves
We {onowh
Remo"
Odd
Project Export-The Export Project activity allows the user to export selected files/folders manually or
automatically.
- 't4ff rWhbl rcr I'
Avaasoc Famlees arolKtt�art ,.
No:uvta•promnm cud far,,*" ,r4l
For Manual Project Export, you need to add the "Project Export" formlet into the activity and specify a Startup
Task in the activity property of export project activity. The formlet allows the user to select the project Export
Template and the list of files to include in the export. Once this task is completed by the user, a scheduled task
gets created and the Task ID is placed into the "Scheduled Task ID" activity property. The requesting user will
get a notification once the scheduled task is complete.
For the Automated Project Export, you need use the Export Project Activity and specify the following activity
properties:
• "Project Export Template Name" to use in the project export,
• "Export Entire Project" which should be checked if exporting entire project
• "Folder Names" (delimited by I pipe symbol) to include in the export, if not exporting entire project
• "Notify Group Name" which is a single valid group name to receive the notification when the project
export is completed
Once the activity is executed, a scheduled task gets created and the Task ID is placed into the "Scheduled
Task ID" activity property. The task will be completed by the system within 5 minutes of the activity being
executed.
Even though the "Scheduled Task ID" is shown on the page, it should not be modified and it is only shown for
debugging and tracing purposes.
If an error occurs when processing the scheduled task, the workflow will be on error state and the error log will
be displayed on the workflow instance designer as an error log for the activity.
Quick Review Response—A formlet which gives the individual(s) assigned a Quick Review task the
opportunity to complete the task and communicate with the initiator of the workflow.
�IKOf!For mkS for i.pdatN phopw*%- v ANOM t FOr"Iku OuKk Revhe.v Response
wmm fom kr Properties.
Require Resporne,
Require Response:True if a response is required; otherwise, false.
QUICK REVIEW RESPONSE pM, . ot,r
- City of Bozeman Building Division
Approved for Construction
iTrY M•Ilv1•r.
rt.•wlw.w�.w.'r`wwi�O...OEIJSr rnr r.rP ralrww•.w�wyrlr Car1w/rrw arMra�IwNl
ww b W b 0�1 I»r rrOw1
AYrwY.r» rweu nta•remnntive
11sM 1
C rb•YY.•rr.r+...I.K��a F:-uw y+r..wr.�..........a wlon�+CwlTw
.rl rUrrr q/t aM�i✓1 MI�tl Mrfo r�l'MrWi�l
M..yw.I.r i....r.+..r•
oft" AW n1At%49 cum tk%tywT^ tlEbP'QIr,7E m""Iltl
'rY..w.•Irv•�.rrr.tY•rl�=
_.. ...�._ —.•ter._...�..- .._
1
1 r lsw.,....•
r��sN4M rE F rM0.E �EMttir DOIwQrt;
Report Viewer—This formlet allows the configuration of a single report to display in the eForm. Any report
available in ProjlectDox can be used.
LAvaitable Formk s Report Ylevet
stogy)Forrr..et Plow'e1
Report
!lam SUtLO1NG REVIM COMPLETE !•Ut ...a ,
Workflow Routing Sup Report
r•n.ow .�a!•1-.
AV
�rlr 1.»....r Irr.r M 1 twr r.l.yrr r.w. r _�• r �r�r N..r ..r«r
•r+rtr.•,ir '.v'rr• Y»J.!•V:1 YI�A•• YAx"•11• •Ir.r t..�r..c •n.Nlr»
W nalw W
wram rrterlwr»w r.•r Crrrr I..IH, r i'
MT Y .M.. �.�u.l YJr)r�•VM Ki•T�• K.l)r�r,lY y�C��a l.,y... N.•NI�r
W •aUW
Ill.�tl,� fir �r IMM 06 own" YWp,rlY �._CaY•— Wei� 1Y�Ir YY
Yw•
y N.Kr�. wyilr•nY Y)rllr• Y.rJl.r lr.r 1 Irrlr Yr.
...rN• W .Y W W M ii..r. ..tN.J, •))
YYN000 03mfll O&M.,If. Warr 1 or W.
rMWM •y
tl•r.ywa,r•. »M:r�'Ntl Y)r i�' ry..lr Cr
1r.• Lam.,. W V V W y�c,^r.� .w r.....
tl�rrlVr. :�•r,. , wrewn•1Y wrrTn• wYrrlr ll ri 1»Ilrlr wtl
wY�K+rrr.M► C.frr �T� W nKw w r`Yell I�.rrr I�Ih
WW
�rw[^r..W .rrb, N.«.• Y�.l•1•rtl nW YrR,t tl rl .•, r.•r•.Yr Iq.l•r�
wreuY+.. us�Nrnrl wwarl wswrrnN .� trrwr�
Resources—This formlet is used to provide users any additional resources needed throughout the process of
the workflow. HTML can also be used.
klnleetxr�lq
/ � • City of Boz man Building Division
Appro d for Construction
Wntorn forml•t
G�AU1t
Content: Provide a raw HTML which will be visible on the eForm page.
JIM
j� BUILDING REVIEW COLA/LETt
Resubmit Received—This formlet is used to review items that have been sent back to other groups and
approve them or reject them and send them back for further corrections.
I A%*%"FewA u I RMA
VSto^Iom*t prom't,ts
It s brn:ssion lot Non Approved Revresys Only
Com t IirstlrrGroup to Indlvi&W Assignment
Show All peviewGsoups i
Resubmission for Non-Approved Reviews Only. Determines the default selected review groups for
the resubmission.
Convert FirstlnGroup to Individual Assignment: Determines whether review tasks are automatically
converted from FirstlnGroup task assignment to Individual task assignment for the Resubmit
Received step in the workflow.
Show All ReviewGroups: Determines if all review groups will be shown in the list of available groups or
just the first level groups from the review configuration.
• If a department reviewer is found to have made a mistake by the person performing this task, a
button will appear that assigns corrections to the needed party.
• If an applicant is found to require corrections to their submissions during a department review, a
button will appear to assign a task for the applicant to make the needed adjustments.
I RESUtlMIT RECEIVED otO �iO"
JNLr City of Bozeman Building Division
Approved for Construction
1\�it ti Yr wry�/�M N wl
11I11tr �r f r ♦YWA�0�- ^k ft D-0M
fYa+�.I r.r♦piv � 1� v I'lr)VN
rV.e,nf r.rryv �� wr.� lr /IWOM
r rrnr ���y r..�'� r••�•+•-. 1� v i11WM
fYtlr tir rw�fyv �j�r��.. lwr v, Itr00'M
w/ivN c- .
Ar rrr rwbl uw�fw
Review Comments- Used to add the View/Edit Changemark Items and View/Edit Checklist Items to a
designated step in the workflow. If the changemark items are not in approved status it should prompt the user
with: "To complete this task all changemarks must be in a completed status."
fanUee Plopelties.
Matter Activity: v
Correction type Settings:Changemark,Checklist Items,Library Comments,Comments
Activity Type: (Sash Ond v
Show all Groups by Default: ]
Show all Review Cycles by Default:13
Can Edit Milestone ]
Can Edit Group:�]
Can Edit Status:']
Can Reorder Review Comments:']
Enable Adding Checklist Items:'J
Can Edit Checklist Item Text:�]
Enable Adding library Commenbc ]
Can Edit library Comment Text: ]
Enable Adding Comments:
Can Edit Comment Text:
Show Reviews Tab: 7
Show Review Comments Button on[form: ]
Enable Add Comment/Ask Question Button:
Show Excel Export-Import Option:
Validate All Review Comments are Resolved: J
All Review Comments Must Have a Respome•.']
Changemmic Exclusion Folder list:
Exclude Display of Reviews Tab for Groups:
If the property "Val idateAllChangemarkltemsMet" is checked, then it would require that all changemark items
have an approved status before the formlet can be completed. User cannot approve any activity that has the
ChangemarkChecklistlnforFormlet.ascx formlet if all changemark items are not changed to an approved status.
The activity can be rejected but not completed.
The Master Activity drop down displays a list of other activities on the designer. The value that is configured for
this property is the main activity that any other ChangemarkChecklistlnfoFormlet's are communicating with and
linked to.
Changemarks and Checklists contain comments and discussions between two or more types of users who are
completing two or more different steps in the workflow, sometimes a reviewer and applicant or coordinator and
applicant, etc. The activity chosen in the Master Activity drop down is a filter to ensure only items created and
linked to this master activity will be displayed in the Checklist Viewer and Changemark Viewer. If Master
Activity is not selected, i.e. has value "Select One", the viewer will show items created for,aJ1,at vith
respect to other filters like group, review cycle. City of Bozeman Building Division
Approved for Construction
Workflow Review Changemark Viewer Properties
Show Changemark Items for Current Group by Default: If"Show Items for Current Group by Default' is
checked [= TRUE], the Changemark Viewer will set default Group filter to the current group for the current
task when the Changemark Viewer is opened.
Workflow Instance Manager
wo.knm.m:s
Waklb.N.m.: by.npbm_y..drgr.t.p'p.dbw.BuW^11 TM>
♦dminG p wrgm.Gdrmn
(oo.di...a.G cap: (mgm.W.
pv—I G.ouv: -pWK
<oordwlor/Om.w: .amnrtemm.T.mp
c.kam r,p.: avneoy,
n cacao m.an:p
rnww D_' 1..1--O
w„wrom uebaa.. ,yp
This is typically set to TRUE when ChangemarkChecklistlnfo Form let is added to the Department Review
activity. This will allow the Changemark Viewer to automatically filter the Changemarks so the user will see
only those Changemarks in the current reviewer group. The user can still change Group filter to another
group or"All" groups.
Can Edit Changemark Item Coordinator Comments: If this configuration is checked [= TRUE], the user
will be able to edit the "Coordinator Comments" on the Changemark Viewer, otherwise it will be disabled.
Legend
. O El P57
O
}4 Activity Properties:Upload and Submit
Workflow Task Manager:Upload and Submit
Ce.nera
Date Created: 1/11/2021 1 A8A4 PM
Status: Pending
Assignment Type: rirstlnGroup
,;Rdrrr Group Name: Applicant
User Email:
Priority: I Medium
Completion Type:'n Required U Optional
Task Name.'i Upload and Submit
Startup Task Instructions: Please Ulm the steps below:
Custom URL:
F Task Pn
Due Days Out:
Save Close
Can Edit Changemark Item Reviewer Comments: If this configuration is checked [= TRUE], the user will
be able to edit the "Reviewer Comments" on the Changemark Viewer, otherwise it will be disabled.
Workflow Instance Manager - =•' ..
City of Bozeman Building Division
Workllaw ID: 8 Approved for Construction
Wo,know Name DtO1K1FIpn.BufdErs9l.t.DrplKtf:pw_6yE1?n9l Taenpl
Admin Group:- Woridlan Admrn
Coordinator Group: Caordmatw
Appkmtl Group: Applrrant
Cooedinalw/Owner: Adm ntstrator Temp[wpportaavcl�eso4ware.toml
Cakndar Type: BvAnetsJays v
Integration Mode: ;eyacy C�•tlopmtnt Crodutppn
It Debug Made. Q
f tsaDle Optional Tasks/Revieas: _
f ruble Milestone:
Fnable Default New Fite Tracking: Q
Ux sepatate Review Cycle: `.0
Woekfk—Metadma:
\ave Pause Terminate Clow
Can Edit Changemark Item Groups: If this configuration is checked [= TRUE], the user will be able to
change the "Department" groups on the Changemark Viewer, otherwise it will be disabled. The Department
group can only be changed if the Changemark is owned by the current user. The groups can only be
changed to a different group if the current user is in the other group and the other group has a Changemark
in the review cycle for the Changemark that is being edited.
•oo
Activity Properties:Upload and SubmR
Workflow Task Manager:Upload and Submit
on.cs—P.._9. �.�p.
.Sagnmenr Type rrtiGnup .
GU.n Emil 1pp.iu.t
C p PrbyM A 1 v
..e0 op-1
.............
Cusro..U0.l: /
CJ
Can Edit Changemark Item Status: If this configuration is checked [= TRUE], the user will be able to edit
the "Status" on the Changemark Viewer, otherwise it will be disabled.
Workflow Review Chonganlsrk Viewer
Jc�4 µ ,iF✓� City of Bozeman Building Division
�� Approved for Construction
iTATVS SIIEMAGE DEPARTMENT CYCLE
'1 BaNrcal 1
....eu.•ee v �R E4cbcN 1
1 S d 2 eeco.A
S.rt (lPre I tfiewfue 111pat
Can Edit Changemark Item Applicant Response: If this configuration is checked [= TRUE], the user will
be able to edit the "Applicant Response" on the Changemark Viewer, otherwise it will be disabled.
Worldlow Review Changemark Viewer
lJ
Show All Changemark Items: If this configuration is checked [= TRUE], the user will be able to see all
Changemarks from all users and all groups in all sub-workflows and review processes in the workflow. If
this is checked, it cancels the effect of selected Master Activity and does not filter the Changemark Viewer
Show Changemark Item Button: If this configuration is checked [= TRUE], the "View/Edit Changemark
Items" will be displayed, otherwise it will be hidden.
Tam it Instructions
Upon acoeptarxe of task.please rev the required drawings and prwde any applicable comments and status
i Changemark ftms(3) I Vre*S&Gt®Gdisl Detns(0)
Validate All Changemark Items Met:All tasks for the activity where the "Changemark Checklist Info"
formlet is used cannot be completed until all the Changemark statuses are resolved (i.e. of type "Is
Complete Type").
Wolkftow Char.; mark statuw Type
Naerr Rtsclwed �
R.etWveC
C.is De4u't Ststus Type
®kComp*tr Type
W k Adw
CS..e Add ke.. Dekte
Changemark Exclusion Folder List:The system will not pull any of the changemarks into the corrections
list for any folder that is listed, and exclude from any of the reports. This allows a customer to have a folder
that is not exposed, through the use of permissions, to an applicant and will keep the changemarks from
showing up on the grid as well.
Workflow Review Checklist Item Viewer Properties
Checklist Categories Type: The ChangemarkChecklistlnfo Form let will contain this new formlet property.
This formlet property is an additional category filter that will be used in the Checklist Viewer to ensure that
only specific checklist items show up when the user needs to add checklist items to a checklijidfillLs
conversation. This property will be a drop down populated with the new Checklist 0-togo e�j9ft Watowill
be used in the checklist item conversation allowing the user to more easily view a SMNf&(es�tMbV8M8ms
to add. This will allow the user to quickly add the checklist items needed for the wore ow, so they can more
quickly finish the task of communicating the checklist items to the applicant. By default, there will be two
Checklist Category Types for most workflows, PrescreenReview and DepartmentReview. This Checklist
Category Type is required and must be set, or the Checklist Item Viewer will not populate the Comment
Type and therefore not display any available checklist items in the top list on the page.
If"Enable Adding Checklist Items" is checked then the "Checklist Categories Type" also should be
selected. Otherwise user will see error message, when opening the viewer. If"Enable Adding Checklist
Items" is not checked, "Checklist Categories Type" may have [Select One] value.
Typically, the ChangemarkChecklistlnfo Form let used in the Prescreen Review and Prescreen Corrections
step will be configured to use the PrescreenReview category and the ChangemarkChecklistlnfoFormlet
formlet property used in the DepartmentReview step will be configured to use the DepartmentReview
category. This is to ensure that when the Checklists Viewer is opened from the Department Review step
that the user will only see checklist items that pertain to the Department Review step. This is configured by
default, but can be changed.
ww Blew P..-.iw[hn4ar!Ib.w Yk-w..
thn}su r.Ar.. .............................................................................
(rude I M1r.4h en.wraMv ` ..� ,
� Yr^r^f'rpr.M
lullyrl.Nr4ett Sewliwent[[rt c m-R.,.-
f An Idr LM[Ye.t f Wua..Y
(n.}M[hn4lnf App W.rN RRporvlr
f tibk A.101wp(McY Wt Nn..a
S/.aw tiwier Fy.MA
Slew N C}ra4lrct Nnns
Sbw(rwNire tlrn Pi(eow
Can Edit Checklist Coordinator Comments: If this configuration is checked [= TRUE], theuser will be
able to change "Coordinator Comments" on the Checklist Viewer. The user must click the "Done" button to
save the change. The user must also be a member of the Coordinator Group to add or modify Coordinator
Comments.
Vf[ fIC4WM1'< '.f (MINIM IC.' A+gr'N•.f vi+l' -. ._.. :... .IAi. cuMu[OtNDM
4AW..r YerMt
M 4.w M.r.•.ry!w�pr.Yv.vyCr .. .a-w..If�
r, )
Can Edit Checklist Comment Text: If this configuration is checked [= TRUE], if checked than user will be
able to change "Comments Text" on the Checklist Viewer. The user must click the "Done" button to save
the change.
Aft CWWM[N[ M.t _COIrI}M curt NIRK/xl a'IITx .. _ .. ,rA^Ji le"..A'tC[* v
kEMs.e..apa.o1q
Can Edit Checklist Status: If this configuration is checked [= TRUE], if checked than user will be able to
change "Status" on a Checklist viewer page. The user must click the "Done" button to save the change.
pr <Ww" CKN CDLMR"RI AIN',wYaSN.Y Cp0[D.NtM COwt•r'; SGM s1AMU10A1tDh M
})riwb.m I
Can Edit Checklist Applicant Response: If this configuration is checked [= TRUE], the user will be able
to change "Applicant Response" on a Checklist viewer page. The user must click the "Done" button to save
the change.
rNc rakM*M aas cou.N+:on �wesrun.rssuar mornrsuamwvns srpvs :<.na ,�a4RY of B zeman Building Division
Approved for Construction
i
Enable Adding Checklist Items: If this configuration is checked [= TRUE], theuser will see the list of
available checklist items and will be able to add items to the Selected Checklist Items list. If this
configuration is set to FALSE, user will not be able to add checklist items. The property "Checklist Category
Type" should also be selected, otherwise user will see an error message.
Workflow Review Checklist Item Viewer
Available Checklist Items
OfRWrfiOL C:!M+RYf h:t LvVV:I ItXf
Cwrn.wu 111 s. Y--MR T.n Ce..*M maws ugpu:.g o«vn.n+.ec-:gyp--ed ti
ew.w. 1s,+av Lw M *wC-vi~ meww wow�gaoe,..e,+.es..nw:ee+.
s-tat«o.iue
mr C.esun een
Selected Checklist Items for All Review Cycles
tow rof pfPIA MPir CDMM[NT raf CYC:f C04AWNT Ttx-
CPwnrwl DJtleq llMres OM .crew CaOelIM01 DW111MM �OMO� MOIen
nPw.A a'
Show Review Cycles: If this configuration is checked [= TRUE], the button will be visible, otherwise it will
be hidden. If the Review Cycle button is hidden, the Selected Checklist Items list will show all checklist
items available in the entire workflow instance regardless of review cycle. If the Review Cycle drop down is
visible and there is active review cycle, the Review Cycle drop down value will be set to that active review
cycle.
Show All Checklist Items: If this configuration is checked [= TRUE], the Selected Checklist Items list will
show all checklist items essentially cancelling the effects of Master Activity value. The Selected Checklist
Items list will show checklist items created in all steps of the workflow, regardless of the Master Activity
value.
Show Checklist Item Button: If the "Show All Checklist Items" configuration is checked [= TRUE], all
checklist items will be shown in the Selected Checklist Items section of the Checklist Item Viewer
regardless of the Master Activity value. The Master Activity value is completely ignored when the "Show All
Checklist Items" configuration is [= TRUE]. If the "Show All Checklist Items" configuration is checked [_
FALSE] and the Master Activity value is set, the Checklist Item Viewer will show only checklist items
created and linked to the master activity. If the "Show All Checklist Items" configuration is checked [=
FALSE] and the Master Activity value is NOT set, the Checklist Item Viewer will not show any checklist
items because it's not configured to show all checklist items and it won't know which activity to use in the
query to get the checklist items.
la,k In�truction.
Please verity applicant submission Is complele
ViewiEdit Checklist Items(2)
Discussion Comments
Di--ioa Topic Prescreen Pe—
Show Copy to Clipboard Button: Shows the Copy to Clipboard Button in the Available Checklist Items
section of the Workflow Review Checklist Item Viewer allowing users to copy the comment text to the
clipboard so it can be pasted in other parts of the application if needed.
Workflow Review Checklist Ism Vh wM
c:. w City of Bozeman Building Division
Approved for Construction
Available Checklist Items --
✓ - COW&M RTf CONYEM 1UT
.:n..-.e-.,r- )'-M..ei)s c01i MCn-:..• M6ear W0lrfMbruM nM rM..�bw)de
I<I 1 yaw
-.0 CrvW ern.
Selected ChackW hems for All Review Cycles
py!• rf3).f1 IwE Dfl%RM{.YI COMVIM!HE CK:f CGMIEM'FxT Mf.-
I a..._ fears.. [aww Canari IP+.- .:f>•Se+- U
.....<.r.e...cf..:_'.-inr:r rM Pe:er:ec•fn.._. M1a•rr.w aeofer waewaw Gawerxn
rrprre +elAr-
)-Itll my)w
w CWe f 1MM4vr-•
Validate All Checklist Items Met.All tasks for the activity where the "Changemark Checklist Info" formlet
is used cannot be completed until all the Checklist items statuses are met (i.e. of type "Is Complete Type").
Work/low Ch«ken"Commmrs Status Type.
Is De!euh SUws Type
J is Corep*te Type �—
./Is AfLee
Save Add New Delli t_.
Checklist Category Types
Checklist Category types are created in the Workflow Types Manager as seen below.
AAnrin lo`a'Admnisbebon V�
W-*%b Subtypes(Permil Types)
Name: :omm-v F—d� Perm
Commer W BuAdmg permit
_.,.e Add Ner 7ekee
Wo)Y1Ws.lhecYfisl(.ommmtf Statuf lypn
Name: ih006faYrptl(BOW rM'NW(IleCkkf"11M11,IMItt etMY6��
h OeNuk Seas type
'l Is Complete Type
J is A,"
'd_�_I
Workilow Checks"Categories Types
Nroa! „r .�
CroanmenlP.n+en
Prescreen4nrn
aT,Is A(be
The user will have to first choose a Permit Type before the Checklist Categories drop down will load. The drop
down will be disabled until a Permit Type is chosen. Checklist Category Types can be configured differently for
each permit type.
The Checklist Categories Type can only be deleted if it is not being used in any workflow designs or instances.
If it is being used, the Is Active checkbox must be unchecked and it will no longer display in the user interface.
The system will be able to report on the conversations that happen during prescreen review or post review
using the Checklist Categories Type as a filter to the report.
New Reference Numbers for Checklists and Changemarks
Each Changemark and each Checklist item now has a unique reference number fortrli�s�ts
mod€€l wot n®tanro®pn
This reference number will be used by the customer to identify each item when discun`�'Wddff68k�l §W'br
changemarks with others. This reference number will be the first column in the Check Viewer an
Changemarks Viewer and the Checklist and Changemark reports.
Workflow Review Chaegemerk Viewer
vwrcwxw o.uiawpcaeen ...+
w rw•...r.r ri...
< s
WOtkftw Review CheMid lbm Vbwer
i7�nw t:owretMs lsww4r y�
V AV88"Cbecl"Ftswu
s
cam wrrm <+OWA9ele0
i
Selected Cheddist ttetos for AY Review Cycles
Wr
W. mwrmr ovmr pa co"w"f.'Ot cKu cOMLWRw uarurtai.onw coannuraco~m
r c.�...cr r..a.v:•^•.• .... cm.a.w. cw,�..o...w.. a«'•i-..a,a.i....
2 cw.a..ra.q e..... .....c.we.u.+ c.e.-.,o...„.. .r'wOAycy,•
i C ......:a.v ema ...w ceaaw, :.a..na,...... �gwik •�5 w..+.ro•
r-ial—
.... !N•.. .w..M ern
Review Complete— Formlet used to determine if the reviews have been satisfactorily completed and sends
the workflow to batch stamp (or next activity) or back to Applicant Resubmit.
rvr.rt kx vpasp..q i+.rc.•.
AvrtWle lorrw4eb riM.Cpe�IMt ,
�ustom tc."'K rrco.n.•.—
.eRwrw llutton pmW tIri
Shoo-AAd.00rW App.o"I Needrd-■i ten
"Ayi Shur"Se W exit To Apo V Mrltea
At—, "W.-<<•n,!Rn,1 7n Appl--l'Bree}}je—�----
Show "Additional Approval Needed"Button: Determines whether to show the Additional Approval
Needed button
Always Show "Send Back to Applicant"Button: Determines whether to always show thejQgLWZtions
Required — Return to Applicant button or show the button only when there are rev e►aysfthatnareurmot Division
approved. 11 Approved for Constructi 11 on
Always Hide "Send Back to Applicant"Button: If option is checked then the "Correction Required -
Return to Applicant" button will always be hidden even when the reviews are in NOT in Approved status.
j-K BUILDING REVIEW COMPLETE S�.
�.(«O�w.w s..w A• w.l�P�isr w.�i�
OrrwAw... w-......- raper con
Review Results —The formlet that an applicant sees when the Review Coordinator sends any submission
corrections back to them after the Department Review step. Any comments from the Review Coordinator will
be visible and a comment box available for the applicant to respond.
7F9rw4MloruPda-in9prcrwr.-
Avallabit focrnWs Pn tw Penults
--{vstan iormw arowa4.
No custom Propwws emst tot Ous$G~
j� BUILDING REVIEW COMPLETE
t
tirM•gMrr A&SoftDI
C�aMrar uta.•M+
Anr4rM.!rr� ;owwb rti4 iMbV M....W♦T70rt it 16 n auw.a.\ar w Csrw.
Pressing the Resubmit Complete button will do a check to see if the user has addressed all the comments
(provided a response) and if not, then prompt an error when the user tries to complete the task.
I nave reserved attd addressed rncttrdrq tt%*nses wane aWWu to as C ttents accessed by cbdwV on the'Chen-.,terns-b~abom
It I how renewed and addressed mdudrrp responses wtwe approp a* am Cam%& mart(Rents acce"ad tYy chocrg On thf
Changerr&*hen W button above
I ha%v upbmled Lhe revised dramngs and or docursents ret 4wM as a resort of ow review mto ow approprsaAe baler m One pqr
ets+np fife SAME lie nanes as the ongnat[ten I am wady to compete my assgred task and rvvArn t DiCtc b Vrc�r+socoon 11_
Irrurer review
L;1 J
Scheduled Batch Stamp -The Batch stamp activity allows the user to manually or automatically batch stamp
selected files/folders.The Scheduled Batch Stamp activity is configured using a Scheduled Batch Stamp Activity
with or without a Scheduled Batch Stamp Formlet.
noose Formlet for updat ng properlm.
City of Bozeman Building ivision
Available Formlets Scheduled Batch Stamp Approved for Constru tion
Custom Formlet Properws,
Review Comments Folder:
Video Tag:
Formlet Properties
This formlet property configuration allows the user to specify a project folder to output a Review Comment
Report. When this value is populated, a button named "Generate Review Comment Report" will be
displayed in the formlet. When the button is clicked, a review commentreport will be generated as a PDF
and will be uploaded into the project folder specified in the setting. This can be used for the Simple Batch
Stamp and Scheduled Batch Stamp activities.
The format accepts a single level folder or multiple levels:
• Approved
• Approved/Checklist
For Manual activity, add the "Scheduled Batch Stamp" formlet into the activity and specify a StartUp Task in the
activity property.
Activity Properties:Scheduled Batch Stamp
Batch rile SamP Tempceto►lame
rOdc,Namts
�i Workflow Task Manager.Startup Task#1
Assignment Type: frsunGrow
rwo p Name: ctewer Coovdnatcr
Uses[mri:
Proortty: l edun •
Task Name: Baten!r!
Ask Irutructiom
Custom YRL•
Sere
The formlet allows the user to select the batch stamp template and the list of files to batch stamp. Once this
task is completed by the user, a scheduled task gets created and the Task ID is placed into the "Scheduled
Task ID" activity property. The requesting user will get a notification once the scheduled task iscomplete.
O City of Bozeman Building Division
Approved for Construction
frrrrrrrrrrW�..��� _,.
B ... ..r
to r.
a.*lb vbw awy-tw.russ ft.."rr
WIMP 00.
err. ..w i.� yrKr.+..1•�.•r ..•W t.rti�r..�^.. ./✓rJa.lw
tnybU
For the Automated activity property, the start-up task is not required, but you do need to specify the activity
properties and ensure you use the Scheduled Batch Stamp formlet for the activity.
Activities Properties
The Scheduled Batch Stamp activity is a batch stamp process that uses a scheduled task in the ProjectDox
Task Scheduler. Even though the "Scheduled Task ID" is shown on the Properties page, it should not be
modified, and it is only shown for debugging and tracing purposes.
If an error occurs when processing the scheduled task, the workflow will be in error state and the error log will
be displayed on the workflow instance designer.
Activity Ptoperties:Scheduled Batch Stamp
11u70thattd BY.(h StK'•P Rctrt_r
Makh Fib Stamp Tamptata Nam@ 5811ch Stamp iowlpt •
Fold"Nam" (:raav9*)0Q~ft
Nobly Group Name Ril xw cooroevitod
50,adul94 Task ID 0
Batch File Stamp Template Name
This drop down is a list of all the batch stamp templates configured in the Admin section of ProjectDox.
Folder Names
This is a pipe-delimited list of folders to be stamped. Every document in each folder will be stamped.
Notify Group Name
Specify a valid Group Name for the Project that will receive an email notification when the automated batch
stamp is completed or when errors occur.
Scheduled Task ID
This is used for debugging purposes and for technical support. It is a read-only property and cannot be
modified. When the task starts to run, the Scheduled Task ID will be assigned.
Notify Group Name iewew Coorcinator
Scheduled Task ID 320
ProjectDox Core
In ProjectDox, Admin, Configuration, Batch Stamp tab specifies the number of files to be submitted in a single
batch in the first entry BatchStampFileCount.
App feattxes Batch Stamp Brava Core Email LDAP Locallzabon Log Markup OAS/Portal
saw".hm ff"Ys%hmw be rw h stMVM au^-6%,#a-W as to whaa.ao sass
If your jurisdiction normally stamps, 250 files for instance, this value can be 250 and the files will be sent to
publish immediately when the workflow engine runs.
Customers that batch stamp 4000 files will want to test their system resources and deter lue. If
the customer sets the value at 4000, the files will take priority and all other uploaded sof ,orb Rrt)
instance, would have to wait until the 4000 files complete, this is not best practice. Th re"emihferfded-sfarting
value is 50 to 250 in the BatchStampFileCount.
PDReserved@<JurisdictionEmail>.com is created during ProjectDox installation and used for the purpose of
running web services and identification in the ProjectDox log. PDReserved email ensures that the user's
employment status or name change does not impact automated processes. This user must remain active and
have SA user permissions. No user logs in with this email; it is only used to run web services and is written to
the database log.
Adm
Appftmh s Bob&Soo* 9nm Con 6fW FTM LOAP LoutitAtio Lop M&tk.p OASl%,td Pt,mitApp Report Security
AddPVFTh111►1A5• 0tty L'
e{'f•••tlM4tl M PC'*M IYI f-..•.\Mn 1..1 no fI+•" .•NW W OIFf ••M(V V 1-'!+r.+✓`•.r.•M1/f r,•s.1/�:.......1 i!i11.•1/Vf
pet•u1t5y\A • .nsll Pd••IN\�lMfltV!\OILMeteCom
'•...✓pw.e Ulell t•1�^fo- .ul\tlb••-.- fll
Once the activity is executed, a scheduled task gets created and the Task ID is placed into the "Scheduled
Task ID" activity property. The task will begin publishing the BatchStampFileCount every 5 minutes. There are
two different tasks —the "Workflow Engine" task that runs the workflow engine every few mins and the "Batch
Stamp" task that processes a batch stamp.
• 'rt.• / • pltl M• l+•fwJCw • IurtM t.ILT)7 J '.• 1 Iti'Mf�Mi
C.-rw+.l •r\IMf W.••+0•M L••w••pw Cn-w O•r (w.••wM tlM•rypr•.. w)..•..ry 4w...f 1w1 I•..N ptl F..•.Ywl•f• QI�
• 1111Nb••f•ROIf fle\I• 1.47Q1\eat W tf4:MV 4t W LWiMf ut W a...r
Mtl\1•fK•-•.Y•o L\T]IeI IArx,If IV PV 1:•..^.'1'MA• I•...y
• /p.e•rft►f.fe1• L:V7Dne�AY Livirlf ecW LtM'M•fwW Pn..•
• Y.MI�.f••.1••.hlw iY701f fe1W :'DL'i0f/►V AV :.' .`.1\4I aY (+rr
• 10,w.tb 141f1\ Y:fAFnaHW 1'QVFOlf 111W L?V%VLMW Iwr
• Y![.••IIRf.MI•t hpolY i.l L•lDlf\1)W i•:Y)ON►IIW USL-V f1 i111W tl.rr
oor..ad fa• k7l O"1VW Law"ltt AY 112213"1VAM flrr•
• fI1MIM1•ML)Nfff•• LtYiflf)11<V ::A'701\tll.•. :•ri'tto\flfM •oW
The ProjectDox Utility web.config, configuration default is 300 seconds which is equivalent to 5 minutes and
the value can be edited, but no less than three (3) minutes.
<add key=11SecondsBetweenlnvoke" value=1130011 />
<I-- how many seconds between when web services/processing are invoked, recommended is 300 - 600
seconds (5 - 10 minutes) -->
Errors
If the batch stamp errors or the scheduled task times out, this will put the ProjectFlow activity into an error
state. The workflow recovery process could consist of the following options:
• User will see the error for the batch stamp activity in the designer as the activity will be red and the error
will list the files that were published successfully and the ones that failed.
• User will fix the error.
• User can go into the Approved folder in ProjectDox and delete all the files then go back to ProjectFlow
and jump to clear the current Scheduled Task ID. This will reactivate the batch stamp activity and allow
the user to run the batch stamp again.
The batch stamp scheduled task will notify the designated group when the batch stamp process is complete
and the activity is completed.
Step Instructions-This formlet allows for a preformatted instruction title to be displayed on the eform. This
formlet can be placed multiple times on the eform so that each section has its own "step" instruction. The steps
will auto number in the formlet.
Formlet Properties:Step Instruction
City of Bozeman Building Division
Approved for Construction
w• AAY4 ree~. �r..�•rr.no- PP
.nlrwtloK :.,.�r S. +Dow W"to co-g6 ror:N.
corks.6—B e fo.,.ec.or «n i s:urr b rr r.s�o-r_,r o W r 1p�
Instruction: The text that is displayed to the right of the "Step X of K". (required)
Double Lines: If selected, the formlet will show a double line under the "Step X of V title; otherwise it will
be a single line.
Formlet User Interface Basic Layout:
c
oeq�•d..wR.,ncaw*o.rctCb.VwMNMtm+bda-a..,,b..�..rRrMb.taNrD•.).tar�c..a.ot..,.M.
APPLICANT UPLOAD PmOdFlow
jBUILDING
Propct Nmw: 8PADG-"
Pfa"i Drscripoon, D&^"o*n 1soM Pfop0
Cvrr*nt Ussr Login rAs"Cvwn(dprtrr>Qar01A,dkvw*tarn)
IAsk tnstruceons
PWW lob*tie W"below to c O"Vk4e the Appsc NO UploAe pleeeq
ST E P t UpaW tIr Hn b De rewmed to",,.ec IKn
►rojecti 8VADO39
tl arortM vwAan r'nrne pe"axn rw..e+sar�er lrree ad'
YrInIF✓1 ps'-0 nor an'rwwr A*name Mach b%&,me mr
Are"weOrn- On rnrltAd*xM sAwle As eryksM vorsWa?
Vas No
Canteens i3Oo* ed as 1,r%vwtuons'W in gewq your pv,nW P&Mw
STEP 2 A-you hair 4*>AAnS r r--N f—ruck U00ad task C.onip W
Validate CAcck OW.
Upbb Task CampMM(I h&W W"Wed As rpwvd baiwgs And at donnwlts)
STEPS Swot vplpaoi c.,c,rwr IYI.fy J,RfLAKb Inca v*M 1-w n:•..lry'd Appr,rt I"an TrA
Gt»r
Task Information - This formlet allows for a user to determine what is to be displayed on the beginning of the
eform.
UPLOAD AND SUBMIT
of Bozeman Building Division
Approved for Construction
_.......
ti arr..nrw -...,,..
•w•" -
...r..11.... L". -a..a•w.7a"J
V..6— a[a."a..� a.
r o..hrr a,r7oan—
�bls a.a aa.aar.
STEP t d 1 W~an..Nw.aa W"rtaae
aa•u~...
p,n ns���oahOaslrp.w�.r� r.r
0111101600110 N~t•u.Me....w,r
%-6.taa.
Illl Msllabte Fwmlets T#0 In#*r.nr,,on v
'Atom form10 Droppttt
CoadinatW label: ,'w.d,r,.to,
Show CooldanAl l Nair.12
Show Pev CyClr.19
Show Workflow Name:17
Show Cwrent Lhw login:f9
Shaw Tail D.Dat.n 12
Coordinator Label: Enter label to be displayed next to coordinator name.
Show Coordinator Name: Select radio box to display coordinator name.
Show Review Cycle: Select radio box to display review cycle.
Show Workflow Name: Select radio box to display workflow name.
Show Current User Login: Select radio box to display current user login.
Show Task Due Date: Select radio box to display task due date.
Timesheet Log - Formlet that holds the timesheet widget to allow a reviewer/user to track the amount of time
that they claim was spent on a task which could be different than the calculated task time.At least one
timesheet value must be entered before completing the task. A validation message will display if the timesheet
entry value is left blank.
�r ccse Fore-e:rer updatng oropert,e:
Available Formlets Timesheet Log
.:!om Form let Proper,es,
Timesheet Entry: Qeuma;
Required for Task Completion:
Timesheet Entry: Define the time parameters.
Required for Task Completion: Specify if a Timesheet Log entry is required before allowing the task
to be completed.
When used, the Timesheet Log will most commonly be added to Department Review. Once add be
configured to be require timesheet log entry for the task or not depending upon the ju iZWiXtiQRvan Building Division
Approved for Construction
Formlet Properties Department P.emw
t--O�qr Fow.w ra.ydrrq rrotw+� — .
,k..wt>� 'matey
Mir lbq.».
The eForm will display the fields allowing the reviewer to add as many entries as needed, and automatically
sum the total. Click "Add new entry", choose the date, add the hours, click Save.
T,mesheet Log
Tmmesheet Log
OSQ4l2017 2.� hTs x
0812512017 4.J hrs x
[Add new 61*yl Total 6.00 he-,;
Saw
Version Upload -The Version Upload screen allows Applicants to resubmit their electronic plans and other
documents during the workflow process using the ProjectFlow eForms. This is deployed on any new BIC
workflows definitions; legacy workflows will continue to use the Version Upload activity without the file upload
formlet.
Version Upload allows for Optional Applicant Instructions and hyperlink to redirect the applicant to additional
information a jurisdiction may wish an applicant to review prior to resubmitting their drawings. They can add not
only additional instructions, but they can also add a hyperlink to redirect an applicant to additional information
on their website, etc.
The hyperlink is optional, the user can just add instructions or instructions and hyperlink.
Available Formless e,s.on Upload v
voom Fo.m=t Fhoperte
Oplkwwl Upload Imtruosom:
Imtructions Hyperlink Label-
lentructions Badirecl Hyperlink:
Button I Name- Uplpd DraMitW I
Folder I Name. Drravgs
Button 2 Name. Uaoad Documents
Folder 2 Name- ;ocurne�ts I
Button 3 Name-
Folder 3 Name-
Video Tags
Yes/No Question: Udose-ngUpdatecF-les-Button
Button Mode: Up4oadoVUpdatedF,1es'9utton
Folder Mode. Upload,ngUpdatedFdes•Fokkc
Bulk Upload" File Selection:
Bulk Uploader-Submission Po&y.
Optional Upload Instructions: Enter the upload instructions for the file upload formlet.
Instructions Hyperlink Label: Text that can be configured as a hyperlink and dis Form.
Cit f Bo man Buil 'n Div Mon
Instructions Redirect Hyperlink: Hyperlink to a short tutorial video to be pla ec"M1 ,01= p4c&g i�,on
how to upload files.
Button Name:Text that will display on an upload button.
Folder Name: Folder mapped to a specific project file folder. This map is for a main or parent folder.
Sub-folders are not supported.
A Version Upload Formlet will display the following in the eForm:
fve your corrected files named Yes No
exact same as onginal versions?
'name-v2 Dcor is not an'exact'hfe name match to'name or"
It oVYW vdsoon is'name pdr then new viers on must be'narne pay'
FILES(NEW VERSIONS)TO UPLOAD
Select the destination folder to upload your files:
'b PAOG it
rA Of&.W9%
Clicking the Yes button will result in the formlet opening up either the "Button" or"Folder" mode upload
experience. Clicking the "Upload Drawing" button will behave just as specified above in the Upload File formlet.
This will result in the bulk file upload window opening, the folder receiving the files being displayed collapsed in
the View Folders section. Files uploaded in the bulk upload will go into this folder. This folder will update after
that showing the number of new files and a new Folder icon state (if required).
Clicking the No button will result in a launch of a new window for one at a time mode with a tab option to
upload new files in addition to the new versions. If files with markups exist (Changemarks on the Review
Comments List), the "Select: Files w/Markups" will display.
If files with markups do not exist (No Unresolved Changemarks on the Review Comments List), the "Select: All
Project Files" will display.
Project
Upload File Versions _
Proyect.bu R.ad lest 1
Start Upload
Select All Prorct F+kt I c•-,e.t file/ask Wray rtwoo le.wl*w%
Dtav+rrgs,06406 A-2.IA4W V2 Select File
Draww%gtti3576009$PL-SP-2011-02$$C 0-007.TfF V2 select Fae