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1. Click the Manage Users link.
2. In the Alphabet at the top click All to display a list of the users in the tenant. Follow steps 4 - 7 to create four users:
3. For each user, click the  icon to add a new user profile.
4. In the form that's displayed, fill in the information for each user. 
5. Assign the frevvo. designer role for one user, the Reviewer role for the next user, the Supervisor role for the third user and the Accounting role for the last user.
6. Select the user's Reviewer from the Reports To drop down for the designer user. Make sure you select the user id for your user with the Reviewer role. 
7. Click "Submit" to add the user. 

Step 1: Download/Upload the Approval Forms/Workflow Application

1. Download the Approval Forms/Workflow application 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 to add the user. 

Step 1: Download/Upload the Approval Forms/Workflow

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Application

1. Download the partially created Expense Report flow to somewhere on your hard drive.  
    

2. Login to  as a designer user in your tenant.
    
3. 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.
   
   
   
   
4. The Approval Forms/workflow application will be added to the Application home page.  

Step 2: Create the Workflow

In this step, we will complete ccreate the Expense Report workflow.

1. Click the Edit button for the Approval Forms/Workflows application on the Application Home page. 

    
   
   

2. Click the Flows tab and then click Edit for the Expense Report flow:   

    
    

3. At this time, the Expense Report flow only contains the form named Expenses. The Expense report form was created using simple visual drag & drop and edited to achieve the desired layout. To view the form, click the  icon on the flow designer toolbar. 
   
   
   
   

4. There are sections in this form for the Reviewer, Supervisor and Accounting approvals. A business rule  controls when these sections are shown/hidden as the flow progresses. For Example, when the employee is filling out the Expense Report, the Reviewer, Supervisor and Accounting sections are hidden.  
   

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   title Click here for more information on these rules.This section will expand/collapse by clicking on the arrow.
   The simple business rule shown below controls when these sections are shown/hidden as the flow progresses.

   Rules will be even easier to implement in a future release of .  
    

5. Other Business Rules autofill the Report Date, employee information and the Reviewer name using the credentials of the user who is logged in. Another rule enables/disables the Miles Travelled field based on a selection from the Category dropdown. There is a rule to calculate the mileage and a separate rule to calculate the expense report grand total.    
   
   

   Expand
   title Click here for more information on these rules.This section will expand/collapse by clicking on the arrow.
   This rule populates the Report Date field with the current date when the form loads: Code Block if (form.load) { ReportDate.value = DateUtil.today(); } This rule autofills the First Name and Last Name controls using the credentials of the user who is logged in. The Reviewer for the user filling out the Expense Report comes from the "subject.reports.to" field on the Add/Edit users screen. Code Block if (form.load && EmployeeName.value.length === 0) { EmployeeName.value = _data.getParameter('subject.first.name') + ' ' + _data.getParameter('subject.last.name'); Reviewer.value = _data.getParameter("subject.reports.to"); } This rule enable/disables the Miles Travelled field based on a selection from the Category dropdown. The Miles Travelled control will only be enable for user input when "MIleage" is selected as the Category dropdown choice. Otherwise, the user cannot enter data into the Miles travelled control. Code Block for (var i = 0; i < Category.value.length; i++) { if (Category[i].value == "Mileage") { MilesTraveled[i].enabled = true; } else { MilesTraveled[i].enabled = false; } } This rule calculates the mileage for each row in the Expenses Table: Code Block for (var i = 0; i < MilesTraveled.value.length; i++) { if (MilesTraveled[i].value > 0) { Amount[i].value = MilesTraveled[i].value * IRSMileageRate.value; } } There rule adds the amount for each row in the table to calculate the Expense Report Grand Total.  Code Block var tot = 0; for (var i = 0; i < Amount.value.length; i++) { tot = tot + Amount[i].value; } GrandTotal.value = tot; if (ExpenseRepeat.itemRemoved) {var x;}

6. Using the  Linked Forms Feature of the flow designer, we can add a linked version of the parent form, Expenses, for each of the remaining steps in the  flow. Click the Link icon three times to create three linked forms. 
    

7.  Click on the second activity in the flow. Change the name to Reviewer, by typing it in the name field on the left Activity Property pane. Rename the third activity in the flow, Supervisor and the last activity Accounting.  

    
   

8. Click the  icon to save the flow.

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Step 4: Add a Precondition for the Supervisor Step

Preconditions are used to add logic to your flow to skip or perform a step when the condition is true. Add a precondition on the Supervisor step that will route the workflow to the Supervisor only if the Grand Total of the Expense Report is greater than $1000.00. If the amount of the workflow is less than $1000.00, the workflow will skip this step and route the task to the Accounting step.

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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: 
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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.
   
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4. Your space will look similar to the image below. 
   
    

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