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.
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This feature is available in the Branch, Tree and Forest plan. Visit our Pricing page.
1. Create a form
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. The second user needs to fill in the fields in the copied form, so you will need to add extra widgets. You can add for example the 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.
- The Read-only Text-widget does not support Subform, Catalogue, Search, Drawing, Photo, Signature and File-widgets.
- If the second form is only used for tasks and you don't want the users to fill in this form without a task, you can Hide the folder in the App. This setting can be configured in the Platform.
2. Add the Task 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 Task integration and click on Add.
3. Configure the Integration
The next step is to configure the Task 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 task 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 task.
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 Task integration will automatically send a task to the person who has to sign the form. Upon sending your integration you should see that the recipient(s) of the Task integration receives a new task. Open the task 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.
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