Page Comparison

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Use the ImageSilo/PVE wizard

Image RemovedImage Added

1. Click the what happens to my data icon in the toolbar at the top of the form.
2. In the wizard that pops up, select the Save to ImageSilo or PaperVision Enterprise button.
3. Enter your login credentials.
4. After your login has succeeded, the wizard will show the list of Projects available.
5. Select the project you created earlier (Leave Approvals).In the Send Snapshot drop down, select PDF (or any of the other available options if you prefer)).
6. Select the items you would like to include in the submission:
   
   1. To include the image type of the filled in form, select PDF, PNG or JPG from the Send Snapshot dropdown. PDF is the default option. Select the blank option from the dropdown to exclude this attachment in the submission.
   2. Check the XML checkbox if you want to store the xml data document in addition to the form image document
   3. Attachments uploaded to your form/flow are included if the Files checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.   
      
   4. Attachments uploaded to your form/flow are included if the Send Files checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.

   5. Check None for the Send Gen Forms control since we have not generated any Pixel Perfect PDFs for this workflow.

7. Click the Next button.
   
   

1. On the next screen, the index fields from the project are displayed.
2. For each index field, you may select a form field to map it to. At runtime, the index fields will be populated from the values in the form.
3. Your workflow is now configured to save your document to ImageSilo/PVE.
   
   

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1. Click the what happens to my data icon in the toolbar at the top of the form.
2. In the wizard that pops up, click the Email data to a specified address tab.
3. Click the Email data to a specified address button.
4. In the To: field, enter a template using the drop down to the right. Select the Employee's email address via the control EEmail. The To: field should look like {EEmail}.
5. In the Send Snapshot : drop down, select PDF.
6. Uncheck the Send Data: checkbox XML and Files checkboxes.

7. Check None for the Send Gen Forms control since we have not generated any Pixel Perfect PDFs for this workflow.

8. Click Next.
9. In the Subject: field enter Leave approval for {StartDate}. Once again, you can use the drop down at right to select controls.
10. In the Message: field you can enter anything you want including dynamic content using the drop down at right. For example, Your leave approval request was successfully processed by {HFullName}. This field can also contain HTML for rich content.

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• Check the email account assigned to the Manager that your designer user that filled out the request reports to. You should see an email with the title Leave Approval for (your designer user name). Click on the link in the email and log in as either Jack or Jill to perform the manager step.
• You should see a Task List similar to the Figure above.
• Click the the Image Modified icon icon to open the Quick View of the task that we set up earlier. Jerry or Jill, both Managers, can comment, then quickly accept or reject the request. The Quick View feature makes it very easy for the managers to perform this step of the flow from a mobile device (iPad or iPhone). Refer to the Employee On Boarding Tutorial for another example of a workflow that uses the Quick View feature.
• If you choose to forego the Quick View, the appropriate sections of the Leave Approval request form (the Manager Approval section, in this case) can be viewed by clicking the detail button. The same display can be seen by clicking on the perform this task icon  instead instead of the Quick View icon. 

• Notice that the Task List displays the message you entered in the Summary field in the Quick View wizard along with the task information. If you left the Summary field blank, whatever was entered into the Task Info field for this step in the flow will display.
• You can view an audit trail or modify the task by clicking the appropriate icon. 

• Approve the task via the Quick View screen by clicking on the Approve button. A "Task sucessfully approved" message will display.You can run the workflow a second time to verify what happens if you reject it.

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• If you chose not to use the Quick View, click the  perform perform this task icon. Jerry or Jill, both Managers, review the information, fill out the fields in the Manager Approval section and click the '"Sign this section" button to digitally sign the form.

• Click Send to HR to send the request to HR for approval.
• Logout as the Manager.

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• Check the email account assigned to the user with the HR role (Hanna) and click on the link in the notification email. Login as Hanna.The Quick View feature is not configured for this step of the flow so only the Manager Approval and HR sections of the Leave Approval request form will display based on the roles assigned earlier.

• Click the  Image Modified icon icon to view the Audit trail for the flow. The audit trail contains information for steps performed by the designer and the manager visible at a glance assuming you setup the History Msg as described above. If you did not setup the History Msg, you will not see it in the Audit Trail, Hanna reviews the information and fills out any required fields, then clicks the 'Sign this section' button to digitally sign the form.

• Click the Finish button to complete the workflow. 

• The Form and Doc actions will now be performed: you will see the display message that you configured, a PDF will be saved to your Google Drive or to ImageSilo/PVE as configured and an email will be generated and sent to the original requester with the pdf attached.

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