Example: Bulk Approvals

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

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 all assignments to defaults:
   • processes.zip
6. Edit the 'Bulk Approval' process.
7. Add a 'data connector' node between 'start event' and 'bulk approve form'
8. In the Configuration, set the Data Connector to the one you created above
9. In Data Mapping, set a Form Data key 'tasks' with a value 'data'

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' process and open the task.
6. From here, you should see all 'In Progress' applications with the ability to bulk approve or deny them.