Example: Bulk Approvals

Here is an example of how to bulk approve a number of pending requests using a separate process.

Note that this relies on these 2 PRs to be merged:

• https://github.com/ProcessMaker/processmaker/pull/2813
• https://github.com/ProcessMaker/screen-builder/pull/535

At the time of writing, importing and exporting data sources is not supported. It must be manually added with the steps below.

1. Install package-data-sources
2. Generate a token for admin user
3. Create a new data source. Set auth to 'bearer token' and set the token from above.
4. Add a new list endpoint GET: http://pm.local.processmaker.com/api/1.0/tasks?&include=data&pmql=(request%20%3D%20%22Application%22)%20AND%20(task%20%3D%20%22Approval%22)%20AND%20(status%20%3D%20%22In%20Progress%22)
   • Replace http://pm.local.processmaker.com above with your PM4 server.
5. Import these 2 processes from the below zip file. Leave assignments as defaults except you must specify the admin user to run the script task in the Bulk Approval process.
   • processes.zip
6. Edit the 'Bulk Approval' process.
7. Add a Data Connector node between 'start event' and 'bulk approve form' and connect them
8. In the Configuration, set the Data Connector and Endpoint to the one you created above
9. In Data Mapping, set a Form Data key 'tasks' with a value 'data'. Save the process.

To run the example:

1. Start a new 'Application' request.
2. Open the task. Fill out the text and submit.
3. Do not complete the next 'Approval' task. Leave it in a 'In Progress' state.
4. Do this for a few more applications.
5. Start a new 'Bulk Approvals' request. Wait for the data connector to complete and open the task.
6. From here, you should see all 'In Progress' applications with the ability to bulk approve or deny them.