hi,
I'm having trouble getting workflow variables to work as I intended. Perhaps I'm doing something wrong.
I have the following simple process:
The workflow is as follows:
- A Client makes a Request by filling in a few things in a form.
- The Client enters his name and some other info in the form and sends it.
- Then an Employee logs in and sees that there is a request to process.
- When the Employee opens the form, he should see the information that the Client entered as read-only.
- He can then fill in a Request ID and update the status in the form and finish.
- Lastly, the Client logs in again and sees that his request has been processed.
- He opens the form and it has all the fields he filled in as well as fields updated by the Employee all as read-only.
- He can then print this out.
As you can see, it is quite a simple workflow.
Several questions:
- It is not clear to me if I need 1 form or 3 forms. If 3 forms, then I would have to explicitly add Read-Only Textfields to Form 2 + Form 3.
- In the Workflow Designer, I saw that you can create workflow variables and then specify which activity can edit or only view them.
Problem:
I tried to do this with both 1 form or 3 forms, but when the Employee logs in and opens the form, the fields filled in by the Client are not loaded.
What is the sequence of steps I need to get this to work?
Thanks,
Clara