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- An employee goes to a Confluence page that contains the workflow.
- Since the employee does not belong to the 'manager' Confluence group, he will only see the relevant portion of the form.
- The employee fills it in and clicks a Continue button.
- puts the task on the manager's task list, [optionally] notifies the manager by email and displays a confirmation message to the employee.
- When the manager logs in, she visits a Confluence page that contains her task list.
- The employee's vacation request will be displayed in the task list.
- The manager performs the task. Since she belongs to the 'manager' Confluence group, she will see the manager-specific portions of the form. The employee-specific portions are automatically pre-filled.
- She approves/rejects the vacation request, digitally signs the form and clicks Finish.
- The employee is notified by email, and [optionally] a PDF image of the form is sent to the internal document management system or to Google Apps or saved in ' submissions repository.
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View the multi-user workflows video for more information if you are using Confluence v4.0 - v4.2. In Confluence v5.1, the Add Form, Add Flow, Add Submissions, and Add Task functions are located on the Tools Menu. Read the documentation on adding tasks to Confluence pages. Read the general Live Forms documentation on designing flows for a detailed discussion on using the task list |
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