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Question

Question

Multiple Approval by same Supervisor

Updated June 11, 2015
asked on June 8, 2015

I don't know if this is even possible, so I thought I'd check here first before attempting. We're creating a leave request form and want it to be able to do the following:

  • The user submits a leave request for approval.
  • Once approved it's saved as a draft, but not saved to the repository.
  • The user can then add another request for a different date within the same month and submit for approval.
  • The same supervisor then approves the new request and the pattern repeats if needed.
  • At the end of the month, one form with all of the different requests and individual approvals is then saved to the repository.

 

Thanks,

Michael

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Answer

SELECTED ANSWER
replied on June 11, 2015

Hi Michael,

 

This is very possible, and one option would be using Workflow to help with the heavy lifting.  You can set up Forms to handle the approvals, and then save each submission to a temporary folder in the repository that’s being monitored by Workflow.  This folder will collect the requests until the end of the month, and then Workflow will easily combine all of those requests into one document and transfer it to the appropriate folder or final destination in the repository.

 

For more information on setting a monthly schedule and combining the requests in Workflow, check out the Schedule Starting Rule and Move Pages Activity articles in the Workflow Help Files.

 

I hope this helps!

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