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- On the Flows page, click the Test button for your workflow. will display the first step in the workflow. This is the Leave Approval Request form to be filled in by the Employee. The Employee Information section should be automatically populated.
- Fill in the form and click the 'Submit Request' button.
- Since the second step in the flow was assigned to the user identified by the {MId} field, will create a new task and put it on that user's task list.
- will also notify that user that there is a new pending vacation request (these notifications can be turned on/off by individual users). The email address for the user is obtained from that user's profile.
- Finally, will display the Pending Msg that was configured 'Your request has been forwarded to your Manager for approval.' on your screen.
Task List
| Tip |
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Read the task list documentation for a detailed discussion of task lists and their features. |
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- Logout and login as the Manager user ('jerry' in the Figure above).
- You should see your Task List similar to the Figure above.
- Click the
icon to open the Quick View of the task that we set up earlier. Jerry, the managerManager, can comment, sign the Manager Approval section then quickly accept or reject the request. Task details . The Quick View feature makes it very easy for the managers to perform this step of the flow from a mobile device (iPad or iPhone). Refer to the Employee On Boarding Tutorial for information about designing running on mobile devices.
- If you choose to forego the Quick View, the appropriate sections of the Leave Approval request form (the Manager Approval section, in this case) can be viewed by clicking the detail button, if desired. The Manager section of the Leave Approval Request form will also display if you click on the perform . Clicking on the on the perform this task icon
- Notice that the Task List displays the message "Leave Approval for Tom Cat" which is obtained from resolving the Summary field in the Quick View wizard. If you left the Summary field blank, whatever was entered into the Task Info field for this step in the flow will display.
- You can view an audit trail , or modify the task and perform it.
- Click the Perform button (left most icon).
- The Leave Approval form will be displayed in a popup window.
- The parts that were filled out by the Employee (Tom Cat) will be automatically populated and the Manager-specific signature Section will now be visible. Tom's data cannot be changed since it is digitally signed.
- After reviewing the information and filling out the fields, Jerry must click by clicking the appropriate icon.
- Approve the task via the Quick View screen by clicking on the Approve button. You can run the workflow a second time to verify what happens if you reject it. If you chose not to use the Quick View, click the
- Click Send to HR to send the request to HR for approval.
- Login as a user with the HR role ('hanna' in our Org Chart above).
- Navigate to the Task list and expand the Leave Approvals task.
- The audit trail now contains information for steps performed by both Tom and Jerry visible at a glance assuming you setup the History Msg as described above. If you did not setup the History Msg, it will be omitted.
- Click the Perform button (left most icon).
- The Leave Approval form will be displayed in a popup window.
- The parts that were filled out by the Employee (Tom Cat) and Manager (Jerry) will be visible but cannot be changed since they are signed.
- After reviewing the information and filling out any needed fields, Hanna must click the 'Sign this section' button to digitally sign the form.
- Click the Finish button to complete the workflow.
- The Form and Doc actions will now be performed: a PDF will be saved to Google Apps or to ImageSilo/PVE as configured, an email will be generated and sent to the original requester (Tom) and a confirmation message will be displayed on the screen.
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