Posted Thu, 18 Jan 2018 22:39:28 GMT by Nick Dominguez IT Manager

I have a Form that once stored (submitted) will start a Workflow.

The way the paper process works, the form goes to the employee's manager for approval. I can't seem to figure out how to do that in workflow. 

Thanks.

Posted Fri, 19 Jan 2018 07:45:36 GMT by David Barlet Technical Manager

Hello Nick,

You can use two solutions to solve your problem:

- The employee's manager name (or email) is display on the form and you can read it

- You have to store in a database (or DWw cabinet) the employee's manager name for each employee and after within the workflow find the name wiht a user variable and external data assignation.

Best regards,

David

Posted Fri, 19 Jan 2018 14:06:37 GMT by Nick Dominguez IT Manager

David,

Thank's, this is helpful.

We do have the user use a select list of user's on the form to select their manager. Is there a way to read this information directly off the form in the Workflow? Or do I need to create a new index field for this data so it can be placed in the correct field during the Merge Form Indexing step?

-Nick

Posted Fri, 19 Jan 2018 14:16:56 GMT by Casey Miller Director of Technical Services

That is correct. You can create a field and just not have it visible. Then just use the field in the external data retrieval within workflow

You must be signed in to post in this forum.

Get Help

Chatbot Button