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Tip

All unassigned steps performed by a single user in a screenflow are considered one 'task.' In the example above, there are five steps that combine to a single task. This workflow task design consideration is helpful to know when designing approve/reject steps, applying business rules and viewing audit trails.

Multi-Form Approval Workflow

A multi-form approval workflow is a combination of a screenflow, where one user completes multiple separate forms, and an approval workflow. It allows User A to fill out multiple separate forms, and the User B (the approver) to approve each of those separate forms in their own screenflow. Let's say you have a Professional Development Request Workflow. The user needs to submit a form to request professional development approval, and a separate check request form to issue the funds. The manager also needs to approve each of these forms individually.
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titleClick here for steps to create this workflow...
  1. Start by creating a workflow with four steps. In the Workflow Design Wizard, you will set them up as follows:
    Step 1: Professional Development Request - Create New Form - Assignment is None.
    Step 2: Manager Approval (Professional Development) - Approval Step* - Assign to a User: jerry (or your Manager's UserId). *This links to the parent step Professional Development Request.
    Step 3: Check Request - Create New Form - Assignment is None.
    Step 4: Manager Approval (Check Request) - Approval Step^ - Assignment is None. ^This links to the parent step Check Request.

    Notice that this initial design is not the final step order that we will use. This is because when you create an Approval Step, it links to the nearest Parent Step above it. So, by designing steps in this order initially we allow frevvo to automatically create approval steps with their corresponding Business Rules and Assignments. In the next stage, we will move these steps around so they are performed in the correct order.
  2. Click the second step, Manager Approval (Professional Development) and drag it down to the + icon between the third and fourth steps. This places the steps in the correct order in which they will be performed.
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    Since Steps 1 and 2 have no assignment, they will be performed by the initial user as a screenflow. The new Step 3 (Manager Approval (Professional Development)) is assigned to the Manager. Step 4 (Manager Approval (Check Request)) has no assignment, so it will also be performed by the Manager as a screenflow. 
  3. Edit the form(s) as desired. In this case, we added some fields to the Professional Development form regarding event name, type and cost. We added fields to the Check Request form regarding Payee and Mailing address. The My Items (relabeled My Info in this example) section appears on both forms - it prefills on the first form with the logged in user's details. In the second form, since the controls all have the same name and nesting level, the data entered in Step 1 will be passed into those fields in Step 2. So, on Step 2 (Check Request) we have disabled those fields. We also deleted the Initialization Rule on Step 2, as it is not needed. Both forms have Manager Approval sections and respective rules to show/hide those sections on the appropriate steps.
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  4. Save and Test the Workflow. Notice that the initial user fills out the Professional Development Request, clicks Continue, and fills out the Check Request in a screenflow. Then, the Manager picks up the task for Manager Approval (Professional Development) and sees the Professional Development form with their approval section. They sign and click continue, and see the Check Request with another approval section in a screenflow. After approving the Check Request they can submit the workflow.

Role-based workflow


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See the Patient Referral Workflow Tutorial for detailed, step-by-step instructions.



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