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The Expense Report template is a  workflow that routes from an employee to his/her manager for approval and optionally the CFO if the PO is greater then $2,500. Finally, it routes to Finance for payment.

Employee > Manager > CFO (conditional) > Finance

The video at right guides you through installing and using this template or you can follow the steps below.

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Install and try out the Expense Report template in less than 10 minutes. Follow the Tutorial Video by clicking on the image above.

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Expand
titleStep 1. Create Users and Roles
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frevvo71:Create Users/Rolesfrevvo71:
Create Users/Roles
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Expand
titleStep 3. Create a Space

A space is a built-in portal that's very easy to create and makes it easy to test your workflow.

  1. Make sure you have deployed your workflow at the end of Step 2 above.
  2. Click the Spaces link at left. Click the Image ModifiedNew icon.
  3. Enter Portal as the Space Id and click Create. Make sure the Space Id is the string Portal exactly.
  4. Click the Image ModifiedEdit icon on the Space Home page. 
  5. Click the Image Modifiedicon to hide the left panel.
  6. Click the Image Modifiedsave and exit icon to save the changes to your space.
  7. Click the Image Modified Share icon. Copy the share URL for your space and save it.
  8. Logout of the f_designer account.

Use Template

Click each step below to expand it.

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