...
- Check the email account assigned to the user with the HR role (Hanna) and click on the link in the notification email. Login as Hanna.The Quick View feature is not configured for this activity of the flow so only the Manager Approval and HR sections of the Leave Approval request form will display based on the roles assigned earlier.Hanna must review the information and fill
Click the
icon to view the Audit trail for the flow. The audit trail contains information for steps performed by the designer and the manager visible at a glance assuming you setup the History Msg as described above. If you did not setup the History Msg, you will not see it in the Audit Trail,
- Hanna reviews the information and fills out any required fields, then click clicks the 'Sign this section' button to digitally sign the form.
- Click the Finish button to complete the workflow.
The Form and Doc actions will now be performed: a PDF will be saved to your Google Drive or to ImageSilo/PVE as configured, an email will be generated and sent to the original requester and a confirmation message will be displayed on the screen.
Click the
The audit trail now contains information for steps performed by both Tom, Jerry and Hanna visible at a glance assuming you setup the History Msg as described above. If you did not setup the History Msg, it will be omitted.
Sharing/Embedding the Workflow
...