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| Note |
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View the multi-user workflows video for more information. Read the documentation on adding flows to Confluence pages. Read the general Live Forms documentation on designing flows for a detailed discussion of Live Forms workflows and their features. |
Here are some steps to follow to create the Vacation Request workflow:
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- Dropped the Vacation Request form twice into the workflow.
- Left the Role blank for the first step.
- Set the Button Label for the first step to 'Send to Manager'.
- Assigned the Role 'manager' to the second step.
- Set the Task Info for the second step to 'Vacation Request for {Name}'.
- Set the Pending Msg for the second step to 'Your request has been forwarded to your manager.'
- Customized the Task Notification email for the second step to include a link to the Task list page in Confluence (see below).
- Click on Doc Action for the flow and select "Email data to a specified address".
- In the wizard, for the To address select the Email control to generate a template. When the flow is completed, will send an email to the address that was entered in the Email control in the form.
- Select PDF in the 'Send Snapshot' drop down.
- You should also uncheck the 'Send Data' box unless you want to send the XML data.
- Click Next and you can configure the subject and content of the email as desired.
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| Note |
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View the multi-user workflows video for more information if you are using Confluence v4.0 - v4.2. In Confluence v5.1, the Add Form, Add Flow, Add Submissions, and Add Task functions are located on the Tools Menu. Read the documentation on adding tasks to Confluence pages. Read the general Live Forms documentation on designing flows for a detailed discussion on using the task list |
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| Note |
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View the multi-user workflows video to see an example flow being used. |
To use the Vacation request workflow:
- Login to Confluence as an employee.
- Navigate to the 'Vacation Request Flow' Confluence page, to which you added the workflow.
- You cannot see the Manager Approval section since you do not belong to the 'manager' Confluence group.
- After signing the request, the 'Send to Manager' button will be enabled. Click the button to send the request to a manager. You can also send the request to a specific person rather than any user in the group manager
- Login to Confluence as a manager.
- Navigate to the 'Task List' Confluence page, to which you added the task list above.
- Click the
icon to perform this task. - The form will be displayed in its original Confluence page.
- Fill in the Manager Approval section.
- You must sign the section before the flow can be completed.
- Notice that you cannot edit the employee's request data because of the digital signature. You can override this in the flow designer and allow the manager to remove the signature and edit the section.
- Once completed, the Finish button will be enabled. Finish the flow to send an email to the employee.