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Tutorial 1–Step 8: Completing the task assignment

Tutorial 1: Creating a Time Off Request Form

Tutorial overview

  1. Creating a form workflow site
  2. Creating the form solution
  3. Creating development profiles
  4. Creating the workflow
  5. Submitting solutions for approval
  6. Publishing the Solution
  7. Starting a new form and process
  8. Completing the task assignment
  9. Viewing task history
  10. Assigning unique form names
  11. Adding requester name and date
  12. Adding email notifications
  13. Configuring autopost

Joe Manager is now responsible completing his assignment by either approving or rejecting Mary’s Time Off Request form.

Completing the task assignment

  1. Sign in to the HR Forms Form Workflow site as Joe Manager.

    One assignment for Joe Manager appears in the Winshuttle Task list similar to the following:

    The task assignment is highlighted with yellow to indicate that it is due within seven working days.

  2. Click the Approval Due Soon button or the Time Off Request link.

    The Time Off Request Form appears.

  3. In the Comments box, type Enjoy your vacation, Mary.
  4. Click the Approve button.

    The form closes, and the Winshuttle Task list appears with no tasks.