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Using Live Forms for Confluence, you can automate this entire workflow so that it is completely electronic in Confluence.
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| borderColor | Black |
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| title | Manager Approval |
| borderStyle | solid |
The steps are as shown in the figure above:
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- Created a section for the employee called Request.
- Enabled digital signatures for this Section by clicking on the Section header and then on the Security Tab in the properties pane to the left. In the Security Tab, the Must Sign box is checked.
- Created a section for the manager called Manager Approval.
- Enabled digital signatures for this Section.
- Assigned role 'manager' to this Section.
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| borderColor | Black |
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| title | Vacation Request Form |
| borderStyle | solid |
Create the Vacation Request workflow
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- Dropped the Vacation Request form twice into the workflow.
- Left the Role blank for the first step.
- Set the Button Label for the first step to 'Send to Manager'.
- Assigned the Role 'manager' to the second step.
- Set the Task Info for the second step to 'Vacation Request for {Name}'.
- Set the Pending Msg for the second step to 'Your request has been forwarded to your manager.'
- Customized the Task Notification email for the second step to include a link to the Task list page in Confluence (see below).
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| borderColor | Black |
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| title | Vacation Request Flow |
| borderStyle | solid |
To configure email:
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- Click on Doc Action for the flow and select "Email data to a specified address".
- In In the wizard, for the To address select the Email control to generate a template. When the flow is completed, will send an email to the address that was entered in the Email control in the form.
- Select PDF in the 'Send Snapshot' drop down.
- You should also uncheck the 'Send Data' box unless you want to send the XML data.
- Click Next and you can configure the subject and content of the email as desired.
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Create the Task List page
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- Login to Confluence as an employee.
- Navigate to the 'Vacation Request Flow' Confluence page, to which you added the workflow.
- You cannot see the Manager Approval section since you do not belong to the 'manager' Confluence group.
- After signing the request, the 'Send to Manager' button will be enabled. Click the button to send the request to a manager. You can also send the request to a specific person rather than any user in the group manager
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| borderColor | Black |
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| title | Employee filling in Vacation Request Flow |
| borderStyle | solid |
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- Login to Confluence as a manager.
- Navigate to the 'Task List' Confluence page, to which you added the task list above.
- Expand the Vacation Request Flow row and you will see the task for the request we created above.
- Click the
icon to perform this task. - The form will be displayed in its original Confluence page.
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- Fill in the Manager Approval section.
- You must sign the section before the flow can be completed.
- Notice that you cannot edit the employee's request data because of the digital signature. You can override this in the flow designer and allow the manager to remove the signature and edit the section.
- Once completed, the Finish button will be enabled. Finish the flow to send an email to the employee.
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