Leave Approval Workflow: Confluence + Google Apps

Our customers have been creating all kinds of interesting workflows and we’ve added new features to Live Forms to handle several of the scenarios we’ve seen. A common example is a Leave Approval (Vacation Request) workflow that goes from employee to her specific manager and then on to HR for approval. Every organization irrespective of size has to deal with Leave Approvals and, by and large, it’s a paper- or email-based process that is slow, costly and inefficient.

With Live Forms, you can easily automate this workflow. You can deploy it online, for example, in Confluence and you can save the results in your HR system, document management system or even online to Google Apps.

It’s very easy to do with Live Forms. Check out this 4 min video:


DEISER and Netkom: our newest partners

We’re delighted that DEISER (Spain) and Netkom (Switzerland) have become the newest companies to partner with frevvo. We’re excited about these new partnerships and about expanding our ability to deliver great solutions to customers all over the world.

We take great pride in working closely with world-class organizations to provide customers with the best possible service and support. If you want to learn more about frevvo, check out the partner pages on our web site and contact our partners. We’re certain you’ll be a satisfied customer.

Calculate a subtotal (e.g. order form)

I recently helped a customer create a simple Order form that calculates Subtotals for several line items and a Grand Total. The number of line items is variable since the user may order one or more items.

You can try an example form by clicking here.

It’s a common enough use case yet has some complexities that are easily handled by frevvo. First, you have to create a line item which repeats. In frevvo, simply create a Section for your Line Item, and layout the controls (in the example above, there’s a Drop down named Item for the items, a Money control named P for price, a Quantity control named Q for quantity, and a Money control named S for the subtotal) on a single line using panels. If you aren’t familiar with laying out controls, see this blog post. It contains a short video that shows you how.

Then, you have to create some rules. The first one auto-fills the Price based on the Item chosen. It looks like this:

for (var i = 0; i < Item.value.length; i++) {
  if (Item[i].value == '1000')
    P[i].value = 12.95;
  else if (Item[i].value == '1001')
    P[i].value = 13.65;
  // etc. deleted for brevity
  else
    P[i].value = null;
}

The Items all have codes 1000, 1001 etc. and when a particular item is chosen, the corresponding price is filled in by the rule above. In practice, you may get Items and Prices dynamically from a database. There’s a whole Tutorial on just that topic if you’re interested.

Now that we have our Prices, we need to compute a Subtotal when the user enters a Quantity. That rule looks like this:

for (var i = 0; i < S.value.length; i++) {
  if (Q[i].value > 0) {
    S[i].value = Q[i].value * P[i].value;
  } else {
    S[i].value = 0;
}

Finally, we want to compute a Grand Total, which is the sum of all the Subtotals.

var tot = 0;
for (var i = 0; i < S.value.length; i++) {
  tot = tot + S[i].value;
}
T.value = tot;

Finally, we want to recompute the Grand Total if a line item is removed by the user.

if (ORepeat.itemRemoved) {
  var tot = 0;
  for (var i = 0; i < S.value.length; i++) {
    tot = tot + S[i].value;
  }
  T.value = tot;
}

That’s all there is to it. Try the example form and let us know what you think or if you want to see other examples.

Tutorial: working with Digitech ImageSilo/PVE

frevvo Live Forms supports direct connectivity with Digitech Systems’ PaperVision and ImageSilo document management products. The PaperVision Connector allows you to save form or workflow submissions to the document management repository as PDF, TIFF, JPG and GIF format.

If you’d like to try it out, check out this Step-by-Step Tutorial. It walks you through the drop-dead simple process of creating powerful e-forms that work with ImageSilo or PVE. You could have your first form done in as little as 15 min.

If you prefer a really quick introduction, check out the 3 min video from this earlier post.

How to process form/workflow data

Now that you’ve created your form or workflow, what are the various things you can do when it is submitted? With frevvo, there are many many flexible options. You can simply view your submissions online or send them to your own web server for processing or use the frevvo API to perform detailed post-processing of submission data. We’ve documented this in this new Tutorial on processing form data.

We’ll keep updating this as required but if you want to see all the options available to you, check it out.

Customers are creating all kinds of interesting workflows

Now that we’ve had workflows out there for several months, customers have been creating all kinds of interesting workflows. We’ve even added some new capabilities to the product to accommodate the feedback we’ve been getting. With frevvo flows, you can quickly and easily create:

  • Multi-page forms with a navigation toolbar e.g. an application with multiple steps.
  • Simple, role-based approval workflows e.g. a Nurse refers a patient, any Doctor must approve.
  • Specific-user-based approval workflows e.g. an Employee requests vacation, a specific Manager must approve.
  • Dynamic roles where the role for the next step is determined at runtime e.g. a Purchase Order where the approval must be performed by a Manager if the amount is less than $1000 and a Supervisor otherwise.
  • Looping between multiple users in a role e.g.  an Issue Tracking workflow where an Issue entered by an employee might have multiple actions by support staff before the issue is resolved.
  • Ad-hoc workflows where a step is passed between arbitrary users e.g. a Proposal review where the second Review step is performed by a number of users in any ad-hoc order.
  • Rejecting a step and sending it back to the original user e.g. an Expense Approval workflow where the approving manager may decide to send the workflow back to the original employee for corrections.
Want to learn more. Check out the documentation. It contains links to videos, step-by-step Tutorials and more.