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.

On This Page:

1. Click on the Expenses step. 
   1. Type HM1: Expense Report from {EmployeeName} for ${GrandTotal} into the History Msg field on the Activity Property pane on the left. HM1 stands for History Message for the first step. The subsequent messages are numbered to distinguish them from each other when you test the flow. You will see this in the audit trail for the flow. The control name {EmployeeName} will be replaced by the with the user's name and the control name {GrandTotal} with the total amount of the Expense Report. 
2. Click on the Reviewer Step. 
   1. Type TI2: Expense report for ${GrandTotal}.into the Task Info field on the Activity Property pane. You will see this message on the Task List for this step. 
   2. Type PM2: Your request has been sent to {Reviewer} into the Pending Message field on the Activity Property pane. The employee will see this message when he/she submits the form and the task is placed on the Reviewer's Task List 
   3. Type HM2: Expense Report from {EmployeeName} for ${GrandTotal}. This message will be added to the audit trail for this step. 
3. Click on the Supervisor Step. 
   1. Type TI3: Expense report for ${GrandTotal}.into the Task Info field on the Activity Property pane. You will see this message on the Task List for this step. 
   2. Type PM3: This request requires extra approval and has been sent to the Supervisor. into the Pending Message field on the Activity Property pane. The Reviewer will see this message if the task is routed to the Supervisor because the total amount is greater than $1000.00. 
   3. Type HM3: Expense Report from {EmployeeName} for ${GrandTotal}. This message will be added to the audit trail for this step. 
4. Click on the Accounting Step: 
   1. Type TI4: Expense Report from {EmployeeName} for ${GrandTotal} into the Task Info field on the Activity Property pane. You will see this message on the Task List for this step. 
   2. Type PM4: Your request has been sent to Accounting for payment. into the Pending Message field on the Activity Property pane.
   3. Type HM4: Expense Report from {EmployeeName} for ${GrandTotal} into the History Msg field on the Activity Property pane on the left. 

   4. If you want to display a custom message such as "Expense Report Processing for {EmployeeName} is complete." after the Accounting user clicks Continue, click the what does the user see icon? on the flow designer toolbar to display the Form Action wizards , click on Display Message when users submit your form. Type your message in the Message box.  Select the EmployeeName control from the control dropdown list. Click Finish.

5. Be sure to save the flow when these additions are completed.