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This tutorial will show how easy it is to create an Approval Workflow using . We will use an Expense Report workflow as an example. Consider this business scenario:

  • The employee accesses the Expense Report workflow and fills in the form, signs it and clicks Continue.
  • sends that employee’s manager a notification.
  • The manager clicks on the notification [on any device], can view the expense report request and approve it or send it back for corrections.
  •  If approved by the manager and the total amount of the expense report is greater than $1000.00, the workflow will be routed to the VP for further approval otherwise it will continue to employees in HR for final processing.
  • Final processing might include integration with a database or with a back end system.

 

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Share URL:  Click the  Share icon for the workflow on the Flows Home Page and select the third option: Link (Email/Web page). Copy this link and paste it into a different browser.  will display the login screen. Continue with the Employee Submission section below:

Spaces:  A   space is a frevvo website that can be used to test the Expense Report flow. It is very easy to create and add your forms and workflows to it. Follow these steps to create the space:

  1. Ensure the visibility of your Expense Report flow is set to public and that it is deployed to production: 
    Image Modified 
  2. Click on the Spaces Tab. Click the Image Modified icon. Enter an id and name for your space. Click Create.
  3. Click the Image Modified Share icon. Copy the share url for your space then logoff . Paste the space url into another browser or a new tab of the browser you are using. Login as your designer user.

    Image Modified
     
  4. Your space will look similar to the image below. 

     

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Enter data into the Expense Report so that the Grand Total is greater than $1000.00. After completing the Expense Report, click Continue to submit it to the reviewer. The Expense Report information cannot be edited by the reviewer. After If you customized your pending messages, the designer user will see "PM2: Your request has been sent to jerry" (or whatever you changed it to) after pressing the Continue button  the .  If you chose not to customize, the employee will see the default display message "Your request is being processed".  This message is easily customizable by the designer. Logout Logout.

Reviewer Approval

 includes a built-in Task List for every user. To access your Task List, login and click on the Tasks menu item on the left. This will display any Tasks that are pending in your inbox. You can perform a task, modify them (abort or route to a different person) and view the history (audit trail) of a particular workflow.

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