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Simply drag the Expense Report form into the main flows window. For our expense report, which already has roles assigned within the form, we will simply drag and drop the same form twice. This means that the workflow consists of two steps: both steps are using the same form but it will look different depending on who is filling out the form as we will see in the next step. Rename the second form Manager Review.

Assign Roles

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Select the first activity (first Expense Report form in this example), and view the properties window on the left. A scrolling menu lists the available roles. For the first form select the Employee role. This assignment makes the first step accessible only to logged in users with the Employee role.

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