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- 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 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
perform this task icon. Jerry, the Manager, reviews the information, fills out the fields in the Manager Approval section and clicks the 'Sign this section' button to digitally sign the form.
- Click Send to HR to send the request to HR for approval.
- Logout as Jerry the Manager and Login as a user with the HR role ('hanna' in our Org Chart above)
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- The Quick View feature is not configured for this activity of the flow so only the Manager Approval and HR sections of the Leave Approval request form will display based on the roles assigned earlier.
- Hanna must review the information and filling out any needed fields,
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- then 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.
- Click the
- 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.
- The Leave Approval form will be displayed in a popup window.
- A
Sharing/Embedding the Workflow
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