13 - Completing The Fourth Task of The Process(ProcessMaker 3 Training - The Beginner's Series)

🎥 Completing the Fourth Task of the Process: Expense Retirement (ER Workflow) 🚀
In this tutorial, we guide you through completing the Expense Retirement (ER) leg of the Cash Advance Requisition & Expense Retirement (CARER) process. Learn how to add input documents, build forms, configure triggers, and set up email notifications for a fully automated workflow.
📌 What you’ll learn in this video:
About Input Documents
-- Creating an Input Document
-- Adding Input Documents to a Dynaform
-- Adding an Input Document as a Step
-- Viewing the Documents in the DMS
Completing the Initiation task of the ER (Expense Retirement) leg
-- Setting up the Receipt Upload input document object
-- Building the ER Initiation form and adding JS logic
-- Adding the necessary triggers
Adding Email Notification functionality to the ER leg of the demo process
-- Creating the Mail Templates
-- Setting the Task Notification property
🔗 Additional Resources:
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