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- A role system, assigning different parts of the flow to different users
- Signatures, which will lock the information in place for security
- Fully customizable options, such as buttons, email notifications, and displayed messages
- Quick View feature so the manager/reviewer can quickly approve/reject the Expense Reports from a mobile devicetheir Task List
- Synchronization with Google Docs, sending a .pdf into a pre-made folder for later access
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Here is an example of a rule to fill in the current date using the frevvo.currentdate function. Refer to the Rules Rule Validator documentation for help troubleshooting your rules.
| Code Block |
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if (form.load ){
ReportDate.value = frevvo.currentDate(form);
}
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To assign a section to a role, select the section in question and go to the tab labeled Security in the properties panel. In the scrolling menu, select one or more roles. Assign the Manager role to the Manager Approval section in the Expense Report form.
Signatures
supports the ability to digitally sign sections. To enable signatures, select the section (by clicking on its header) and in the properties panel, select the Security tab. Select Text/Signature Image from the Signature dropdown to enable a digital signature for the section. You can select the Wet Signature type, if you prefer. Refer to Electronic Signatures for more information. If you also check Must Sign, then the form cannot be submitted unless the section is signed. The Lock Signed checkbox is checked by default - if checked, a signed section cannot be edited by a different user once the form is submitted. In this example, once the employee fills in expenses and forwards them to the reviewer for approval, the manager will not be able to edit the expenses. The digital signature guarantees that the data has not been tampered with. If you uncheck this box, then the signature can be removed by the reviewer who can then edit the Expenses section.
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