How do I add Workflo!Approval to a form that I have already developed.


To add Workflo!Approval to an existing form follow the these simple steps.
  1. Create an Approval Profile that will define how you want the process to function. In most cases the default settings will be a good starting place (the profile parameters can be changed later). Make sure that you add the names/group/role of the people that you want to act as approvers of your document.
  2. Create a hidden field called ACProfileName on your form and have it default to the Profile Name that you created in the previous step.
  3. Add a Computed Subform with the formula of "ApprovalCycle". You will notice there are two SubForms with the alias of "ApprovalCycle" one is visible to the Notes Client and the other to the Web Client. This way the Form will always open the correct SubForm depending on the client type.
  4. Enable the AC Process Action Agent.
  5. Create a Document and click Submit For Approval.