Publicado Thu, 18 Jan 2018 22:39:28 GMT por 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. 


Publicado Fri, 19 Jan 2018 07:45:36 GMT por 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,


Publicado Fri, 19 Jan 2018 14:06:37 GMT por Nick Dominguez IT Manager


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?


Publicado Fri, 19 Jan 2018 14:16:56 GMT por 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

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