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View the Workflows in Confluence 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. |
For example, consider a Vacation Request workflow. An employee wants to request vacation and fills out the appropriate portion of a paper form. The form is then handed over to a manager who must approve the vacation request, sign the form, notify the employee and file the paper form and/or notify HR.If your workflow includes an Email step that routes that step to an anonymous user: - Your Confluence space does not need to be configured to allow anonymous users
- The visibility of the workflow must be set to Public.
- The {task.notify.url} template used in the notification email that is sent to the anonymous user generates a frevvo specific URL
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Using Live Forms for Confluence, you can automate this entire workflow so that it is completely electronic in Confluence.
Consider a Vacation Request workflow. An employee wants to request vacation and fills out the appropriate portion of a paper form. The form is then handed over to a manager who must approve the vacation request, sign the form, notify the employee and file the paper form and/or notify HR.
The steps are as shown in the figure above:
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