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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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Step 1: Download/Upload the Approval Forms/Workflow Application
Download the Approval Forms/Workflow application the partially created Expense Report flow to somewhere on your hard drive. The Download link is not active at this time but it will be functional when v5.3.1 is released on May, 2014. Until then, we can provide you access to a demo server and the Approval Forms/Workflow application. Please contact us if you would like access.
- Login to as a designer user in your tenant.
- Click the Upload button on the Application Home page. Browse to the location of the Approval Forms/Workflow application on your hard drive. Click Upload.
- The Approval Forms/workflow application will be added to the Application home page.
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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:
- Ensure the visibility of your Expense Report flow is set to public and that it is deployed to production:
Image Modified - Click on the Spaces Tab. Click the Image Modified icon. Enter an id and name for your space. Click Create.
- 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
- Your space will look similar to the image below.
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