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- Click the Employee Step and in the Button Label property type the desired label e.g. Submit Request.
- Click the Manager Step and in the Button Label property type the desired label e.g. Send to HR.
[Optional] Set pending message
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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. A "Task sucessfully approved" message will display.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. As Jerry, the Manager, reviews you will review the information, fills fill out the fields in the Manager Approval section and clicks click the '"Sign this section' " button to digitally sign the form.
- Click Send to HR to send the request to HR for approval.
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