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To create this workflow, follow these instructions:

  1. Click the Image Added Edit icon for the Purchase Order application.
  2. Click the Flows tab to open the Flows home page
  3. Click the New  icon to create a new flow. Click on the toolbar to display the flow properties panel.  Type "Example 1 - PO Screenflow" in the Flow Name field.
  4. If the Palette is contracted, click in the header to expand it. Drag the Client form from the palette and drop it on the flow designer canvas. This form will be the first step in the flow.

  5. Drag the Services form from the palette and drop it below the Client form. The Services form will be the second step in the flow.

  6. Click on the  what does the user see icon in the tool bar to customize the message the sales person will see when the flow is completed: 

    1. Click on the Display Message wizard. Copy the message below into the Message box then click Finish. {ClientName} and {ClientCompanyy} are examples of templates. Templates are specified by surrounding the name of a control in your form with curly braces.

      Frevvoproduct
       will use the values entered into the Client Name and Client Company fields at runtime.  

      Code Block
      The Purchase Order for {ClientName} at {ClientCompany} is complete.

       

  7. At this point, your workflow should look like this:

  8. Click the  save and exit icon to save your work. 

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Follow these instructions:

  1. Click the Image Added Edit icon for the Purchase Order application.
  2. Click the Flows tab to open the Flows Home Page.
  3. Click the New  icon to create a new workflow. Click on the toolbar to display the workflow properties panel.  Type "Example 2 - Send the PO for Signature" in the Flow Name property on the left.
  4. Drag the PO form from the Palette and drop it on the flow designer canvas. The PO form will be the first step in the workflow. 

    1. Click on the PO step. Make sure the printable property is checked on this step. We are creating our flow using the linked steps design pattern. Checking the printable property on the original form guarantees that the original form and any linked steps in the flow are included in the pdf.
    2. Type "Send to client" in the Continue Label property.
    3.  Click the   Link icon to create a copy of this step. A linked copy of the PO form (dashed border), is added to the flow.
  5. Click on the linked PO step:
    1. Change the name to "Client Approval" by typing it in the Name field in the Properties panel.
    2. Type "Send to frevvo, Inc" into the Continue label property to change the text to something more meaningful.

    3. Click the Setup Approval/Rejection link, uncheck the Reject to here and Reject from here checkboxes. The Reject button feature will be discussed in a later example.
  6. Drag the Email activity from the Palette and drop it in between the PO and Client Approval steps. 
  7. Click on the Email step. 
    1. Enter the template {ClientEmail} into the Email address property. ClientEmail is the field in the Client form where the sales person enters the email address of the customer. 

      Frevvoproduct
        sends  the PO to the email address entered in that field. This is an example of a template. Note the control name is encased in curly braces.

    2. Enter  "Purchase Order Sent to {ClientEmail} for Signature" in the Pending Message property. This will be the message that the sales person sees after they click the Continue button. 

    3. Click on the Setup Task Notification Link. Type the subject for the email - "Purchase Order from frevvo". Copy the text below into the message field to replace the existing message. This is the email the customer receives.

    Code Block
    {ClientName},
    <br/><br/>
    Please review and sign this Purchase Order from frevvo Inc. by clicking on <a href="{task.notify.url}">this link</a>.
    <br/><br/>
    Thank You.
  8. Click Finish.
  9. Configure the email the sales person receives:

    1. Click the  what happens to my data icon on the toolbar.
    2. Click on the Email data to a specified address wizard. 
    3. Enter {SalesEmail} and {ClientEmail} in the To: field. Separate them with a comma or semi-colon.
    4. Select PDF from the Send Snapshot dropdown. This adds a pdf to the email after the customer approves it or requests corrections.
    5. Uncheck the Send Data checkbox.
    6. Click Next
    7. Enter "Purchase Order for {ClientName} at {ClientCompany}" in the subject field.
    8. Copy the text below into the message field to replace the existing message.

      Code Block
       The Purchase Order from {ClientName} at {ClientCompany} is attached. Please review. 
      <br/>
      Thank You.
    9. Click the Finish button.
  10. Customize the message the client will see when they click the Send to frevvo, Inc button.
    1. Click on the   what happens to my data icon in the tool bar. 

    2. Click on the Display Message wizard. Enter "The Purchase Order for {ClientName} at {ClientCompany} was saved.".

    3. Click Finish.
  11. Change the visibility of the workflow to public so the customer (anonymous user) can access it. To do this: 
    1. Click the  lock icon on the toolbar. This will pop up a window where the designer can specify permissions.

    2. Change the Visibility from “Public in Tenant” to “Public” for the Permission “Who can use the flow”.

    3. Click Finish.
  12. At this point, your workflow should look like this:  
              
  13. Click the  save and exit icon to save your work. 

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