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- Click on the first step (activity).
- Leave the Role blank. Any logged in user can perform this step.
- Set the Button Label for the first step to 'Send to Doctor'.
- # Click on the second step (activity).
- Assign role 'Doctor' by selecting it in the properties panel.
- Set the Task Info to 'Referral for {FirstName} {LastName}'. This will be displayed in the Doctor's task list. As mentioned before, this will only work if you have controls in the form with names FirstName and LastName respectively.
- Set the Pending Msg to 'Your referral has been sent to a Doctor for approval.' This will be displayed on the Nurse's screen.
- Click on the first step (activity).
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