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Form approval process - is this right
Last Post 08-10-2012 01:20 PM by Candace. 3 Replies.
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SKUser is Offline
going with the flow
going with the flow
Posts:61
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08-05-2012 06:47 AM
    I have a Payment Authorization form that an employee fills-out, her supervisor approves it and then its forwarded to the CFO for payment.

    This is how I'm implementing it.
    There are three roles: Registered User, Supervisor and CFO

    The fields the employee completes are set for all three roles.
    The ones the supervisor completes are set for Supervisor and CFO
    The fields the CFO completes are set for the CFO role

    I have the form set for "Save for Later".

    When the employee submits the form, a Form Completion Event removes the Registered User role from the form and sends an email to the Supervisor with the "EditLink" included.

    When the Super completes the form a FCE removes the Supervisor role and sends an email to the CFO.

    Is this the best way to do it?

    I appreciate your opinion.

    Thanks.
    CandaceUser is Offline
    river guide
    river guide
    Posts:2431
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    08-06-2012 09:43 AM
    Hi SK,

    That's one way to do and we have a number of similar implementations.

    You might consider Dynamic Views as part of your solution to offer additional options like this:

    Using Dynamic Forms, your user will partially fill out and/or complete the form as you described above. It will still have the same fields for your supervisor and CFO.

    However, instead of sending emails to the Sup and CFO, you can have them access a Dynamic Views where they can search for forms that need approval. This is cleaner so that these 2 roles don't get flooded with emails and the approval requests don't get lost in inboxes, especially if they miss several days. The submitting user can also use a Dynamic Views instance to view all submissions and check for status.

    http://www.datasprings.com/products...amic-views

    Another note on your comment:

    "When the employee submits the form, a Form Completion Event removes the Registered User role from the form and sends an email to the Supervisor with the "EditLink" included. "

    I suggest you assign a different role to the user and remove this role when s/he completes the form. Removing the Registered Role could potentially cause problems for the Sup and CFO down the line because they, too, are registered users. Just a precaution to avoid unnecessary issues.

    Thanks and please let us know if you have additional questions.

    Candace







    SKUser is Offline
    going with the flow
    going with the flow
    Posts:61
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    08-10-2012 01:15 PM
    Thanks Candace! Is there anyway I can get a demo version of Dynamic Views for testing?

    Thanks
    CandaceUser is Offline
    river guide
    river guide
    Posts:2431
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    08-10-2012 01:20 PM
    Yes, you'll find a link to the trial version on the left column of this page:

    http://www.datasprings.com/products...amic-views

    Let us know if you have questions. Thanks!

    Candace
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