Configuring Execute (Set Value service) operations

Use Execute operations to modify the form data, and create a filename for the PDF file. In the process, use the Execute operations to change the values of the Approval Status field in the formData variable. When the loan officer clicks the Approve button, the Approval Status field is set to APPROVED. When the loan officer clicks the Deny button, the Approval Status field is set to NOT APPROVED.

Configure the Set Form To APPROVED operation

  1. In the editor for PreLoanProcess, click the Set Form To Approved operation.

  2. In the Process Properties view, in the Mapping property group, click the Edit the mapping data button. The XPath Builder dialog box appears.

  3. Set the Approval Status field to APPROVED by completing these steps:

    • On the Process Data tab, double-click process_data > formData > xdp > datasets > data > LoanApp > ApprovalStatus. The XPath expression displayed as an entry in the table on the left pane.

    • For the first entry, click [expression] under the Expression column in the table.

    • In the Expression box located at the lower-right of the dialog box, type "APPROVED". (Ensure that you include the quotation marks.)

  4. Create the filename for the PDF file by completing these steps:

    • Click the Add a list entry button. A new entry appears below the previous entry in the table.

    • On the Process Data tab, double-click process_data > outputFileName. The location /process_data/@outputFileName appears in the Location box.

    • Click [expression], click the Functions tab, and double-click String Functions > concat(string, string, string*).

    • In Expression box, double-click the first string so that it is highlighted, and type "approvedby_". (Ensure that you include the quotation marks.)

    • Double-click the second string, click the Process Data tab, and double-click process_data > approverResults > object > completedBy > commonName.

    • Double-click the third string, type ".pdf", and delete the extra asterisk (*). (Ensure that you include the quotation marks.)

      After you complete the steps, the Expression box looks like this illustration.

      View full size graphic
      Completed XPath function.
  5. Click OK. In the Process Properties view, the entries you added appear in the table below the Mappings property.

Configure the Set Form To NOT APPROVED operation

  1. In the editor for PreLoanProcess, click the Set form to NOT APPROVED operation.

  2. In the Process Properties view, in the Mapping property group, click the Edit the mapping data button. The XPath Builder dialog box appears.

  3. Set the Approval Status field in the form to NOT APPROVED by completing these steps:.

    • On the Process Data tab, double-click process_data > formData > xdp > datasets > data > LoanApp > ApprovalStatus. The XPath expression is displayed as an entry in the table on the left pane.

    • Click [expression] and, in the Expression box, type "NOT APPROVED". (Ensure that you include the quotation marks.)

    • Click OK.

  4. Select File > Save.

You have configured the Set Form To APPROVED and Set Form To NOT APPROVED (Execute) operations.

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