This guide takes you through step by step instructions to create a Leave Approval Workflow. This tutorial uses the form you created in the Build a Form tutorial.
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A great way to test your workflow is to use a space. A space is a frevvo website that is very easy to create. Your deployed forms/workflows are automatically added.
Create a Space
Follow these steps to create the space:
- Ensure the visibility of your Expense Report workflow is set to public in tenant and that it is deployed to production:
- In Workflow Properties, select the Access Control Tab. Set "Who can start the workflow" to "Anyone (login not required.)
- On the Forms & Workflows Homepage, click the
Action menu for the Leave Approval Workflow. Select
- In Workflow Properties, select the Access Control Tab. Set "Who can start the workflow" to "Anyone (login not required.)
- Click on the Spaces Tab. Click the
- Click the
- Copy the share url for your space then logoff .
Submit a Leave Request (Employee)
- Paste the space url into another browser or a new tab of the browser you are using. Login as tom@<your tenant name>. automatically makes your project a tab on the space menu and your Leave Approval Workflow an option on the menu under the tab. Your space should look something like this:
Click on the tab for your project and then click on the Leave Approval workflow. This brings you to the first step in your workflow. The workflow automatically has a navigation bar to indicate which step you are currently in as well as the next steps that are coming.
Fill in the fields in the 1st step, remember to sign and click the Send to Manager button to route the workflow to the Manager for approval.
Tom should see the customized pending message that you set up on the manager activity in the workflow.
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