Versions Compared

Old Version 2

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

 

 

Section
Column

This tutorial will show how easy it is to create an Approval Workflow using . We will use an Expense Report workflow as an example. Consider this business scenario:

  • The employee accesses the Expense Report workflow and fills in the form, signs it and clicks Continue.
  • sends that employee’s manager a notification.
  • The manager clicks on the notification [on any device], can view the expense report request and approve it or send it back for corrections.
  •  If approved by the manager and the total amount of the expense report is greater than $1000.00, the workflow will be routed to the VP for further approval otherwise it will continue to employees in HR for final processing.

  • Final processing might include integration with a database or with a back end system.

 

Column
width375px

On This Page:

Table of Contents
maxLevel1

...

  1. The Approval Forms/Workflow application which contains a precreated Expense Report workflow. This workflow will be completed and functional by the end of this tutorial.
  2. A  account on the frevvo SaaS server or a working in-house installation.  

Setup Users and Roles

...

  1. Click the Edit icon to return to the Expense Report flow.  
  2. Click on the Supervisor step.  
  3. Type GrandTotal.value > 1000 into the Precondition field on the left step Property pane. GrandTotal is the name of the Total Amount control in the Expenses form.  


  4.  Click the Image Modifiedicon to save the flow.  

...

Share URL:  Click the  Share icon for the workflow on the Flows Home Page and select the third option: Link (Email/Web page). Copy this link and paste it into a different browser.  will display the login screen. Continue with the Employee Submission section below:

Spaces:  A   space is a frevvo website that can be used to test the Expense Report flow. It is very easy to create and add your forms and workflows to it. Follow these steps to create the space:

  1. Ensure the visibility of your Expense Report flow is set to public and that it is deployed to production: 
    Image Modified 
  2. Click on the Spaces Tab. Click the the Image Modifiedicon. Enter an id and name for your space. Click Create.
  3. Click the Image Modified Share icon. 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 your designer user.

    Image Modified
     
  4. Your space will look similar to the image below. 


     

...

Jerry will see any pending Expense Report approvals submitted by any of the employees he manages . Click the the Perform this Task icon for the task submitted by Tom Cat.

...

Login as a Supervisor. Click on the Task List or if using a space, click the Important Items tab and then Task List.  Click the the Perform this Task icon for the task submitted by Jerry Mouse. The Supervisor will see the Expense Report data, the Reviewer's approval and the Supervisor approval section.

...

Login as a user with the Accounting role. Click on the Task List or if testing with a space, click the Important Items tab then Task List.  Click the the Perform this Task icon for the task submitted by the Supervisor. The accounting employee will see the Expense Report data, the Reviewer and Supervisor approvals and the accounting section for final processing. 

...