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The Expense Report template is a  workflow that routes from an employee to his/her manager for approval and optionally the CFO if the PO is greater then $2,500. Finally, it routes to Finance for payment.

Employee > Manager > CFO (conditional) > Finance

The video at right guides you through installing and using this template or you can follow the steps below.

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Install and try out the Expense Report template in less than 10 minutes. Follow the Tutorial Video by clicking on the image above.

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Expand
titleStep 3. Create a Space

A space is a built-in portal that's very easy to create and makes it easy to test your workflow.

  1. Make sure you have deployed your workflow at the end of Step 2 above.
  2. Click the Spaces link at left. Click the Image Modified New icon.
  3. Enter Portal as the Space Id and click Create. Make sure the Space Id is the string Portal exactly.
  4. Click the Image Modified Edit icon on the Space Home page. 
  5. Click the Image Modifiedicon to hide the left panel.
  6. Click the Image Modified save and exit icon to save the changes to your space.
  7. Click the Image Modified Share icon. Copy the share URL for your space and save it.
  8. Logout of the f_designer account.

Use Template

Click each step below to expand it.

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titleStep 1. SalespersonEmployee
  1. Go to the space you just created using the URL you copied in Step 3 of the installation above.
  2. Click Login and login as f_tom@<replace with your tenant id>.
  3. Select the Purchase Order Expense Report workflow from the Purchase Order Expense Report menu.
  4. In the form that shows up, fill in the required fields.
  5. Make sure to use an email address that you have access to.
    6. Make .
    1. The Table columns change (become enabled/required) depending on the expense category.
    2. Summary information of expenses by category is also shown below.
  6.  Make sure that the Grand Total is less greater than $10,000 otherwise $2,500 to ensure that the workflow will route to the VP CFO for additional approval.
  7. Sign the Section and click Send to Manager. The workflow is routed to Tom's manager Jerry (f_jerry) and a notification email is sent.
  8. Logout.

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