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View the Workflows in Confluence video for more information.

For example, consider a Vacation Request workflow. An employee wants to request vacation and fills out the appropriate portion of a paper form. The form is then handed over to a manager who must approve the vacation request, sign the form, notify the employee and file the paper form and/or notify HR.

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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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Employee Vacation Request

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Manager Approval

The steps are as shown in the figure above:

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Note

View the multi-user workflows video for more information.

Read the documentation on creating forms in Confluence.

Read the general Live Forms documentation on designing forms for a detailed discussion of forms and their features.

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Here are some steps to follow to create the Vacation Request form:

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Note

View the multi-user workflows video for more information.

Read the documentation on adding flows to Confluence pages.

Read the general Live Forms documentation on designing flows for a detailed discussion of Live Forms workflows and their features.

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Here are some steps to follow to 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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To configure email:

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Note

View the multi-user workflows video fto see an example flow being used.

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To use the Vacation request workflow:

  1. Login to Confluence as an employee. 
  2. Navigate to the 'Vacation Request Flow' Confluence page, to which you added the workflow.
  3. You cannot see the Manager Approval section since you do not belong to the 'manager' Confluence group.
  4. 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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  1. Login to Confluence as a manager.
  2. Navigate to the 'Task List' Confluence page, to which you added the task list above.
  3. Expand the Vacation Request Flow row and you will see the task for the request we created above.
  4. Click the  icon to perform this task.
  5. The form will be displayed in its original Confluence page.

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  1. Fill in the Manager Approval section.
  2. You must sign the section before the flow can be completed.
  3. 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.
  4. Once completed, the Finish button will be enabled. Finish the flow to send an email to the employee.