Workflow users can initiate a request, select to approve or reject, search for records and print the application forms.
Initiate a request
Select a flow
Fill out the application form
Save and Submit the request
Select a form in “Inbox”
View the form and manage attachments
Select "Approve" or "Reject" and give your comments
Select the next step user(s)
Submit the form
Search for forms
As a an initiator, you can search for finished or cancelled requests in “Finished” and requests in approval progress in “In Progress”.
As an approver, you can search for the approved requests in “Outbox”.
- In “My Approval”, “My Applications” and “Monitor”, you can print the forms which you can see or search. All contents, including attachments names, approval history and approval comments, are visible in printed forms.
You can only print the forms in template styles in Standard version. But in Professional version and Enterprise version, custom styles are provided.