Approval Workflow

By: Christopher Sticky | Asked: 08/08/2024
ForumsCategory: How-toApproval Workflow
Christopher Sticky asked 2 months ago
I have a multi-page form, an application, with rootline progress indication. This works as expected. I have a multi-approver approval process section, "Status", a series of conditional select lists with approval status (Pending, Approved, Not Approved). This Status section is placed at the end of the form on the last page and is only visible to users with Approval permissions. It is not visible to the original applicant. I use skip to next page conditionals so the Approvers only see the Status section, on the last page. Two issues:
  1. The system requires that I have to have some content on the first page of the form, not able to skip directly to the last page.
    • The status section has to be on the last page for submit.
    • The Approver reads/skips to the next page which is the last and has the Status section where they make their inputs.
    • Is there any way to skip directly to the last page?
  2. When using the rootline and the skip to next page conditionals for the Applicant user (who sees all nine pages) the initial viewing of the first page first only shows rootline 1 and 2.
    • As they move forward to the real page two the rootline expands to show all nine pages, and if they return to page 1 the rootline is now correct, only wrong on initial visit.
    • Any work around for this?
Or maybe there is a better way to run the approval process? I am open for suggestions. Thank you, Christopher  
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2 Answers
Victor Font answered 2 months ago
I'm not following your workflow and I don't understand why you need static content on page 1. That's not a Formidable requirement. Since you're having issues with the rootline, have you opened a ticket with Strategy 11 support?
Christopher Sticky replied 2 months ago

Victor,

There isn't any way to skip the first page, at least via the conditional skip to next functionality. When you open the form with skipped pages it always starts on the first page, then you can skip pages. If I put the Status content on the first page there isn't any submit button, only on the last page.

Regarding the rootline, ticket submitted, waiting for a response.

Christopher

Christopher Sticky answered 2 months ago
I have a solution:
  • I put the Status/approval drop downs at the bottom of the first page of the form and set permissions to approvers
  • I found the KB article for adding an additional submit button, placed in html field and hid next/previous button with css
  • Initially when an "approver" made some inputs and updated the form the original form content disappeared, don't know why, and while I was troubleshooting it if fixed itself. Maybe a caching issue or I may have made a change that I don't recall but it works now.
  • So a form submitter/applicant only sees form content they need to apply and approvers see the status/approvals section they need.
  • No need for conditional skip to next page for approvers as they have their own submit button on page 1.
Hope this helps someone down the road.

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