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First, we'll put together a form to collect the employee and manager reviewer information.

Auto-filling

The first step in our form is to create an Identification area, which will collect the the Name, and the Email Address of  the employee and the name of the assigned Reviewer for that employee. In our tenant, the two employees used are named Jack and Tom. The managers (Reviewers) are named, respectively, Jill and Jerry.

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var tot = 0;

for (var i = 0; i < DaysTotal.value.length; i++) {
  tot = tot + DaysTotal[i].value;
}
 
GrandTotal.value = tot;

if (ExpenseRepeat.itemRemoved) {var x;}

Approval Section (to be filled in by

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the Reviewer)

Create a section called Manager Approval as shown above. Managers Reviewers will approve or reject expenses using this part of the form. 

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 supports the ability to digitally sign sections. To enable signatures, select the section (by clicking on its header) and in the properties panel, select the Security tab. Select Text/Signature Image from the Signature dropdown to enable a digital signature for the section. You can select the Wet Signature type, if you prefer. Refer to Electronic Signatures for more information. If you also check Must Sign, then the form cannot be submitted unless the section is signed. The Lock Signed checkbox is checked by default - if checked, a signed section cannot be edited by a different user once the form is submitted. In this example, once the employee fills in expenses and forwards them to the manager reviewer for approval, the manager will not be able to edit the expenses. The digital signature guarantees that the data has not been tampered with. If you uncheck this box, then the signature can be removed by the manager reviewer who can then edit the Expenses section.

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For the second activity, we could simply assign the role Manager. However, we want each employee's expenses to be approved/rejected by his/her manager and not by any manager. If we simply assign the role Manager, this would put a notification in every manager's inbox as soon as any employee in the company filed an expense report. Instead of assigning a role, we will assign it to a specific user.  can dynamically determine which user the notification should go to. In the Expense Report Form, there is a text control named "ManagerIdReviewer." The Manager Id Reviewer is simply the username of the manager in question. We can use the information entered in that control to forward a notification to the right managerreviewer. In the Properties window, just below the Role menu, there is a text control labeled User (see the figure above). In that text control, type the following:

{ManagerIdReviewer}

This is a template. At runtime,  will evaluate the value of the data item (ManagerIdReviewer), which is automatically filled in via a business rule above.  will then send a notification to that specific manager only which is exactly what is desired in this case.

Quick View Setup

The Manager Reviewer can quickly accept/reject tasks by clicking the  Quick View icon for a task when accessing the Task List. Set up this feature for the Manager Approval form in this flow. Click on the Manager Review form and then click the Setup Quick View link on the form Property pane. Be sure to check the Enable box and then compose a Summery of the task that will be seen on the Manager's Task List.

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You can customize/configure email notifications in .  In the properties window for an activity, there is a link at the bottom labeled Set Up Task Notification Email. When you click it, a dialog is displayed with a default email message. This default messages reads: "You can access your task list by clicking {task.list.url}." The template at the end provides a link (in the email) to the task list that the manager reviewer can use to go straight to his/her list of pending tasks.

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This allows you to customize the label of the Continue button in a workflow. For our example, we'll set it to "Report ExpenseSubmit Expenses." Note that this applies to the current activity. In this case, we have set the button label for the first activity.

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This allows you to customize the task description that appears in the managerreviewer's task list. Note that this applies to the current activity. We will need to set this property on the second activity (step) in the workflow since that is the step that gets put on the managerreviewer's task list. The task description can use templates. For example, we have chosen the task description:

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Your expense report has been submitted to {ManagerNameReviewer} for approval.

Flow Permissions

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