This guide takes you through step by step instructions to create a Leave Approval Workflow. This tutorial uses the form you created in the Getting Started with Forms tutorial.
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Using Live Forms, you can automate this workflow so that it is completely electronic and paperless. Further, you can integrate the workflow with Google Apps, a document management system such as Digitech ImageSilo/PVE, your database or custom business system so that the leave approvals are stored online.
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A great way to test your workflow is to use a space. A space is a frevvo website that is very easy to create. Your deployed forms/workflows are automatically added. Follow these steps to create the space:
- Ensure the visibility of your Expense Report workflow is set to public in tenant and that it is deployed to production:
- In Workflow Properties, select the Access Control Tab. Set "Who can start the workflow" to "Anyone (login not required.)
- On the Forms & Workflows Homepage, click the Action menu for the Leave Approval Workflow. Select Deploy.
- In Workflow Properties, select the Access Control Tab. Set "Who can start the workflow" to "Anyone (login not required.)
- Click on the Spaces Tab. Click the Add icon. Enter an id and name for your space. Click Create. You will taken to the Space designer. Simply click the Save & Exit icon to return to your Space list.
- Click the Action Menu and select Share.
- Copy the share url for your space then logoff .
- Paste the space url into another browser or a new tab of the browser you are using. Login as tom@<your tenant name>. automatically makes your project a tab on the space menu and your Leave Approval Workflow an option on the menu under the tab. Your space should look something like this:
Click on the tab for your project and then click on the Leave Approval workflow. This brings you to the first step in your workflow. The workflow automatically has a navigation bar to indicate which step you are currently in as well as the next steps that are coming.
Fill in the fields in the 1st step, remember to sign and click the Send to Manager button to route the workflow to the Manager for approval.
Tom should see the customized pending message that you set up on the manager activity in the workflow.
- Logout of your space then login to the space as the manager jerry - jerry@<your tenant>.
- Click on the Important Items tab, then click the Task List. Jerry will see the pending Leave Approval request from Tom. Note the Task information that we set up on step 2 of the workflow using the template - Leave Approval for {EmployeeName}
- Click the Perform icon to display the task. Notice Manager Jerry sees the Employee Information section filled in by Tom and the Manager Approval section so he can approve or reject the request.
- The manager name and email fields are populated by our business rule.
- Add a comment and sign the section.
- Click the customized Send to HR button. The pending message that you set up on the HR step of the workflow displays.
- Logout of your space and login as sue@<your tenant>.
- Click on the Important Items tab and then on the Task List. The pending task for the HR department displays. Note Sue, the HR employee, sees the Employee Information section, the Manager Approval section and the HR section.
- Click the Finish button to complete the workflow. The workflow's configured form action message displays.
Logout of your space.
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