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  1. Click the  rules icon in the flow designer toolbar.
  2. Click the plus icon to add a rule.
  3. Show the Manager Approval section on the Manager and HR step
  4. Click the Rule Run Builder button then click Add Condition - this is the Condition wizard
  5. Select the current step from the first dropdown.
  6. Select is on or after from the second dropdown.
  7. Select Manager from the third dropdown.
  8. Click Next  - this is the Action wizard where you set up actions that will happen if the condition is true
  9. Select the Manager Approval section from the first dropdown
  10. Set the property to as visible by selecting it from the second dropdown.
  11. Click Next then click Add Action - this is the else action wizard where you set up actions that will happen if the condition is false
  12. Select the Manager Approval section from the first dropdown
  13. Set the property to as hidden by selecting it from the second dropdown.
  14. Click Finish.
    The rule should look like this:
  15. Click the plus icon to add a rule.
  16. Name the rule Show the HR Approval section on the HR step.
  17. Click the Rule Run Builder button then click Add Condition - this is the Condition wizard.
  18. Select the current step from the first dropdown.
  19. Select is from the second dropdown.
  20. Select HR from the third dropdown.
  21. Click Next then click Add Action - this is the Action wizard where you set up actions that will happen if the condition is true
  22. Select the HR Approval section from the first dropdown
  23. Set the property to as visible by selecting it from the second dropdown.
  24. Click Next then click Add Action - this is the else action wizard where you set up actions that will happen if the condition is false
  25. Select the HR Approval section from the first dropdown
  26. Set the property to as hidden by selecting it from the second dropdown.
  27. Click Finish.
    The rule should look like this:
  28. Click the plus icon to add a rule.
  29. Name the rule Populate the Employee Name, Email, Employee Id and Manager Id when the Employee step loads.

  30. Click the Rule Run Builder button then click Add Condition - this is the Condition wizard
  31. Select the current step from the first dropdown.
  32. Select is from the second dropdown
  33.  Select Employee from the third dropdown.
  34. Click Next then click Add Action  - this is the Action wizard where you set up actions that will happen if the condition is true
  35. Select EmployeeName from the first dropdown.
  36. Select to from the second dropdown
  37. Begin typing userFullName in the third field then select the userFullName function when it displays in the dropdown. Type in the closing parenthesis. Tab out of the field. Steps 37 - 39 set This sets up the EmployeeName field to be populated with the Employee Name using the built-in userFullName function.
  38. Click the Add Action button.
  39. Select EmployeeId from the first dropdown.
  40. Select to from the second dropdown
  41. Begin typing userId in userID in the third field then select the userId function userID function when it displays in the dropdown. Type in the closing parenthesis. Tab out of the field. Steps 41 - 43 set This sets up the EmployeeId field to be populated with the employee's 
    Frevvoproduct
    user id using the built-in userID function.
  42. Click the Add Action button.
  43. Select ManagerId from the first dropdown.
  44. Select to from the second dropdown
  45. Begin typing userManagerID in  in the third field then select the userManagerId function userManagerID function when it displays in the dropdown. Type in the closing parenthesis. Tab out of the field. Steps 44 - 47 set This sets up the ManagerId field to be populated with the
    Frevvoproduct
    user id of the employee's manager using the built-in userManagerID function function.
  46. Click the Add Action button.
  47. Select Email from the first dropdown.
  48. Select to from the second dropdown
  49. Begin typing userEmail in the third field then select the userEmail function when it displays in the dropdown. Type in the closing parenthesis. Tab out of the field. Steps 48 - 51 set This sets up the Email field to be populated with the employee's email address using the built-in userEmail function.
  50. Click Finish
    The rule should look like this:
  51. Click the plus icon to add a rule.
  52. Name the rule Populate the Manager Id and Email on the Manager step

  53. Click the Rule Run Builder button then click Add Condition - this is the Condition wizard
  54. Select the current step from the first dropdown.
  55. Select is from the second dropdown
  56.  Select Manager from the third dropdown.
  57. Click Next then click Add Action  - this is the Action wizard where you set up actions that will happen if the condition is true
  58. Select ManagerID2 from the first dropdown.
  59. Select to from the second dropdown
  60. Begin typing userManagerID in the third field then select the userManagerId function when it displays in the dropdown. Type in the closing parenthesis. Tab out of the field. Steps 44 - 47 set This sets up the ManagerId ManagerId2 field to be populated with the
    Frevvoproduct
    user id of the employee's manager using the built-in userManagerID function.
  61. Click the Add Action button.
  62. Select ManagerEmail from the first dropdown.
  63. Select to from the second dropdown
  64. Begin typing userEmail in the third field then select the userEmail function when it displays in the dropdown. Type ManagerID after ManagerId after the opening parenthesis then add the closing parenthesis. Tab out of the field. Steps 64 - 67 set This sets up the Email field to be populated with the email address of the employee's manager using the built-in userEmail function.
  65. Click Finish
    The rule should look like this:
  66. Click the plus icon to add a rule.
  67. Name the rule Populate the HR Employee Name and Email on the HR step

  68. Click the Rule Run Builder button then click Add Condition - this is the Condition wizard
  69. Select the current step from the first dropdown.
  70. Select is from the second dropdown
  71.  Select HR from the third dropdown.
  72. Click Next then click Add Action  - this is the Action wizard where you set up actions that will happen if the condition is true
  73. Select HRId from the first dropdown.
  74. Select to from the second dropdown
  75. Begin typing userID in the third field then select the userManagerId function userID function when it displays in the dropdown. Type in the closing parenthesis. Tab out of the field. Steps 76 - 79 set This sets up the HRId field to be populated with the
    Frevvoproduct
    user id of the HR employee using the built-in userID function.
  76. Click the Add Action button.
  77. Select HREmail from the first dropdown.
  78. Select to from the second dropdown
  79. Begin typing userEmail in the third field then select the userEmail function when it displays in the dropdown. Type HRId after the opening parenthesis then add the closing parenthesis. Tab out of the field. Steps 80 - 83 set This sets up the HREmail field to be populated with the email address of the HR employee using the built-in userEmail function.
    The rule should look like this:
  80. Click Finish
  81. Click the  save and exit icon to save the rules.

  82. Click the  save and exit icon to save the workflow. 

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