Build the decision workflows

Introduction

Caseworkers decide on an application with one of two workflows: Ga Approve Application or Ga Reject Application. Unlike the submission workflow, they don't create anything: they work on the application the caseworker selected in the list, which the workflow gets as its input. Each has:

1. a form where the caseworker writes a note to the applicant, and
2. a script that records the decision: the status, who decided and when.

You build Ga Approve Application first; Ga Reject Application is the same with another status.

Create Ga Approve Application

1. Check that Grant Applications is selected in the product selector.

2. Open Workflow Definitions and click Create.

3. Fill in General:

   Field	Value
   Name	Ga Approve Application
   Display Name	Approve
   Used For Creating New Cases	☐
   Accept Input	☑
   Require Data Object As Input	☑
   Window Size	Small
   Hide Step Pane	☑

   

   Require Data Object As Input makes the workflow run on a record: the grid button that starts it is enabled only when a row is selected, and the selected application is the workflow's input.

4. Open Data Classes, click Add existing, tick GaApplication and click Add.

5. Click Save.

Add the form

1. In Steps, click Form.

2. Fill in Name Decision form and Display Name Approve the application.

3. In Fields, click Add and fill in Add Data Source:

   Field	Value
   Data Class	GaApplication
   Name	GaApplication
   Reference Type	Single Object
   Reference To	Existing Object
   Data Context	Input

   With Existing Object and Input, the form shows the application the workflow got as input, instead of a new one.

   

4. Drag DecisionNote onto the canvas.

   

5. Click Save And Close.

Add the script

1. Click Script, type the Name Record approval and paste:

   // The application the caseworker chose in the list (the workflow's input)
   var applicationId = (string)ctx.Input.Id;
   
   ctx.Use<IDataApi>().Update(applicationId, new
   {
       Status = "Approved",
       DecidedBy = ctx.User.GetClaim("FullName") ?? ctx.User.Username,
       DecidedAt = DateTime.UtcNow
   });
   

   

2. Click Save And Close, then Build, and check that the status is Passed.

   

3. Click Save And Close.

Create Ga Reject Application

Create a second workflow the same way, with these differences:

Where	Value
Name	Ga Reject Application
Display Name	Reject
Form's Display Name	Reject the application
Script's Name	Record rejection
Script	Status = "Rejected", instead of Status = "Approved",

Tip

When two workflows differ only a little, a rule or a workflow variable can let one workflow do both. Two small workflows are easier to read and to secure separately, which suits a first application.

Next: Build the caseworker site.