Linking multiple forms for manager approvals for all forms

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    Megan Ellis (Edited )

    Hi Rita,

    Great questions! Please see this documentation about linked steps vs. separate forms in your workflow. Emails can be sent mid-workflow using Activity Doc Actions or at the end of the workflow using an Email Doc Action.

    Our Client Services team is ideal if you want help with your workflow design pattern. If would you like to engage with our Services team, please fill out this form.

    Thanks!

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    Rita Wilson

    Thank you....

    My issue is that I have multi-page forms with multiple steps (preconditions) performed by single user with a manager to approve the individual forms after submission. 

    The business rules generated by the wizard, hides the first step manager approval step on the first form, but displays the manager approval steps on the other pages when initial user is filling out, even though a business rule is in place for each form.  Not sure how to allow manager to approve all forms after submission and allow him to update form if needed, prior to his approval.  Can you assist?

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    Megan Ellis

    Hi Rita,

    Please see this documentation on Workflow Design Patterns. You may need to combine screenflows with linked steps, and arrange them on your workflow outline in the correct order. For example, 

    Form A - user

    Form B - user

    Form A Linked Step - Manager

    Form B Linked Step - Manager

    This is a custom workflow design pattern. Our Client Services team is ideal if you want help with your specific workflow design pattern. If would you like to engage with our Services team, please fill out this form.

    Thanks!

     

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