Page Comparison

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• Check the email account assigned to the Manager that your designer user that filled out the request reports to. You should see an email with the title Leave Approval for (your designer user name). Click on the link in the email and log in as either Jack or Jill to perform the manager step.
• You should see a Task List similar to the Figure above.
• Click the the Image Modified icon icon to open the Quick View of the task that we set up earlier. Jerry or Jill, both Managers, can comment, then quickly accept or reject the request. The Quick View feature makes it very easy for the managers to perform this step of the flow from a mobile device (iPad or iPhone). Refer to the Employee On Boarding Tutorial for another example of a workflow that uses the Quick View feature.
• If you choose to forego the Quick View, the appropriate sections of the Leave Approval request form (the Manager Approval section, in this case) can be viewed by clicking the detail button. The same display can be seen by clicking on the perform this task icon  instead instead of the Quick View icon. 

• Notice that the Task List displays the message you entered in the Summary field in the Quick View wizard along with the task information. If you left the Summary field blank, whatever was entered into the Task Info field for this step in the flow will display.
• You can view an audit trail or modify the task by clicking the appropriate icon. 

• Approve the task via the Quick View screen by clicking on the Approve button. A "Task sucessfully approved" message will display.You can run the workflow a second time to verify what happens if you reject it.

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• If you chose not to use the Quick View, click the  perform perform this task icon. Jerry or Jill, both Managers, review the information, fill out the fields in the Manager Approval section and click the '"Sign this section" button to digitally sign the form.

• Click Send to HR to send the request to HR for approval.
• Logout as the Manager.

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• 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 step 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.

• Click the  Image Modified icon 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 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: you will see the display message that you configured, a PDF will be saved to your Google Drive or to ImageSilo/PVE as configured and an email will be generated and sent to the original requester with the pdf attached.

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