Build a workflow and assign a task to another user. You can use it to ask for approval of an invoice, travel request or declaration.
No MoreApp account yet? Sign up here.
This feature is available in the Branch, Tree and Forest plan. Visit our Pricing page.
1. Create a form
Go to the MoreApp Platform. If you want to create a workflow, you will need to create a form for it. After you made this form, copy the form. Do this by clicking on Copy in the Form Overview.
Now, the copied version of the original form has the exact same data names as the original. MoreApp can fill these fields with the answers given in the first form. In the copied form, you will need to add extra widgets, for the fields the second user needs to fill in, such as a Signature-widget.
Tip: If you don’t want the second person to adjust certain information, you can work with the Read-only Text-widget. In the second form, ensure that the data names of the Read-only Text-widgets are the same as the Text- or Number-widgets in the first form. This way, the data from the first form is displayed as read-only text.
2. Add the Instruction Integration
Go to the MoreApp Platform and select a form. Click on Edit Form and go to the Integrations tab. Then click on Add Integration.
Select the Instruction integration and click on Add.
3. Configure the Integration
The next step is to configure the Instruction integration. Open the first form in the Form Builder and go to the Integrations tab.
Select the Folder which contains your second form for the Folder-property. Select your second form for the Form-property. Choose the Recipients of the instruction and add a message if it's necessary.
If you're working with dynamic recipients, make sure you use a widget which can contain an email address, for example, the Email- or the Search-widget.
Note: The recipients (also Dynamic recipients) need to be added as a user to the form to open the instruction.
Lastly, click on Validate and then on Save & Publish.
4. Test your new workflow
We're done configuring the integration and it's time to test! Open your first form in the App and fill it out. After the form is filled in, the administration or manager receives a notification to approve the request.
The Instruction integration will automatically send an instruction to the person who has to sign the form. Upon sending your integration you should see that the recipient(s) of the Instruction integration receives a new work instruction. Open the work instruction and check if all your data is there.
Note: With this integration, you can get a notification also in the email by configuring the Email tab of the first form.
You just made a fully functional workflow! Of course, you're able to chain more than two forms using this method.
Next to the Instruction integration, we added more integrations. Check for example the Delete integration or the Word integration!
Want to stay up to date with our latest tutorials? Go to YouTube and hit the Subscribe button!