The placeholders were already there.
What ended up fixing the issue was giving the user "Search" rights for the Status field. The user already had Read, Write, and Modify; once I added Search I was able to complete the workflow task.
I've created a new workflow for managers to approve a document.
The approval task of the workflow changes the "Status" field from "Pending" to "Approved".
The Store Dialog for this Filing Cabinet has a select list that includes Pending and Approved, and user can only use entries from the select list.
The user has restricted permisions:
Can only view this one Document Type.
Edit index data.
Read & Search for Document Type field.
Read, Write, & Modify for Status field.
I'm getting an error saying the user does not have the "Allow new entries" right for the field "Status" when the user attempts to approve the document in the workflow task.
I've verified that there are already documents stored with the statuses of "Pending" and "Approved".
What am I missing?
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?
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.