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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).
To
To configure email:
- Click on Doc Action for the flow and select "Email data to a specified address".
- 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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