Hello,
I'm want to build a workflow that I can collect all the approval documents in forms and the website or a way to setup a approval workflow??
Hey Donovan,
The Forms Business Process Library should actually have a lot of pre-built templates of processes that may give you some ideas or even be exactly what you're looking for, which you can access from here:
1. From the "Design" tab in Forms, you should get this window
2. Select the "Business Process Library" to see a collection of templates for business processes:
NOTE: They are already categorized by industry/department to help narrow down your search. You can also search by key words like "Approval" to see what may show up.
3. Once one has caught your eye, you can select it for a more detailed description.
4. If it sounds like it could be useful as a starting point, or even exactly what you were looking for, you would follow the directions in the description: 1st, download the files and import any templates, workflows, etc to your environment. 2nd, import the Forms process.
5. Now you can look over the process and see what you'd like to change to fit your needs, as well as update things like Repository profiles so you can save the completed Forms or User Tasks so you can assign users/teams.
Some of these may be solely Forms business processes, and some may include workflows that work in conjunction with Forms.
Hey Frank,
I already have a Forms Business Process idea but what about the Workflow part can you show example of one that have an Approval??
I could probably make a quick example workflow. What were you looking for in the approval process?
With workflow, generally I see an approval field in the template that a designated user should fill out to approve/deny the application.
Once the supervisor makes their choice, the workflow would be monitoring the document for this change and proceed down the path based on the conditional decision of if the document was approved or denied:
Wait for Entry Change:
Approval branch:
Rejection branch:
This is obviously a very simple and quick example, but you could expand this process as much as you'd like, and even add multiple approval steps that would follow a similar structure.
Wow okay I will get this a try and let you know if I how it works for me
Hey Frank, here is an example of an approval process I create for now
Also Frank, in the workflow example is there a way to to store this in the Repository??
Donovan, it looks like you're actually doing the approval process in Forms. That's absolutely fine and it's more suited to that task.
That process you have built seems like a perfect base so far.
For the conditional in Forms, you'd want something like this:
That variable "fs_action" refers to the last user action, which would be the choice the approver made during their user task reviewing the submitted form.
Those two save to repository tasks can store the Approved/Rejected Form to specific locations with different metadata depending on which condition they met.
You would want to create your "Repository profile" which connections to your repo so you can save the files and apply metadata.
In my example below, since my file was approved I send it to the approved folder and append "Approved" to the document name.
Obviously you can expand your process from here to include other approval steps or actions, but this is a very basic beginning to an approval business process.
If you want to see an example of one of the pre-built processes that highlights Approvals in the Business Process Library, I would recommend the "Employee Evaluation Process."
Ok, now what if I want to do an email task how do I build that in the process and workflow??
Hey Frank, sorry I didn't write back but I went ahead and create the Process and workflow I need help on the Email Service task and workflow??