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The Manager 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 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. The Approval Control dropdown will provide a list of all the sections in your form that meet the Approval Control criteria. Refer to this documentation for more information on this feature.

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[Optional] Customize notification emails

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  1. Click the Manager Step and click the Setup Task Notification Email link. In the wizard that appears, you can set the Subject and Message for the email.
    1. For example, in the Subject field, enter ''Leave approval for {EFullName}''. You can use the drop downs at right to select the desired controls.
    2. In the Message field, enter ''{EFullName} has requested {NumberOfDays} days leave starting {StartDate}. To approve or deny this request, please click this link: {task.list.url}." Note the special template {task.list.url}. This generates a link that can be clicked to directly access a user's task list.
  2. You may setup the Task Notification Email for the HR step in a similar fashion.

[Optional] Setup Task Info

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Create a Collection

The first step is to create a Collection (effectively a folder)sign into your Premier Google Account and create a folder. All leave approval documents will be stored in this parent collectionfolder. We'll create a Collection folder called Leave Approvals.

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Use the Google Documents wizard

  1. Click the Doc Action button in the toolbar at the top of the form.
  2. In the wizard that pops up, select the Save to Google Documents button.
  3. Enter your login credentials.
  4. After your login has succeeded, the wizard will show the list of Folders (Collections) available.
  5. Select the collection you created earlier (Leave Approvals).
  6. Choose a name for the Submission Folder. This name should be unique for each submission. The best approach is to choose a combination of controls in the form that will generate a unique name. In our case, we have chosen the name: {EFullName}_{StartDate}. As you remember, there are controls in the form EFullName for the Employee's full name and StartDate for the start date of the leave. Combining the values of these controls creates a unique name.
  7. Click the Finish button.
  8. Your workflow is now configured to save submissions to your Google Apps account.

Connecting the workflow to Digitech ImageSilo/PVE

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