Create a workflow to ask for approval of an invoice, travel request or declaration.
1. Install the instruction-hook
To build a workflow you need to have the Instruction-hook. This hook first has to be installed for free from the Marketplace. Go to the Marketplace, find the Instruction-hook under Hooks, and Enable it.
2. Create a form
If you want to create a workflow for the approval of a Holiday request for example; first you will need to create a form for it. After you have made this form, copy the form and add a Signature-widget. In order to copy the form, you have to click 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 copied form you will need to add an extra Signature-widget.
Tip: If you want the second person not to be able 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.
3. Configuring the hook
The next step is to configure the Instruction-hook. Open the first form in the Form Builder, go to Hooks, and add the Instruction-hook. 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. Lastly, click on Save and then on Save & Publish.
4. Test your new workflow
We're done configuring the hook 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-hook will automatically send an instruction to the person who has to sign the form. If you're making use of the dynamic recipients, make sure to enter a valid recipient. Upon sending your hook you should see that the recipient(s) of the Instruction-hook receives a new work instruction. Open the work instruction and check if all your data is there.
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-hook, we added more hooks to the Marketplace. Check for example the Delete-hook or the Word-hook! Are you a developer? Then add your hook to the Marketplace so that anyone can use them!
Do you want to be the first to receive the latest tutorials? Go to YouTube and hit the Subscribe button!