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Document Generation Inquiry

viel
Participant
0 Kudos
249

Hi,

Could you please let me know if it's possible to create a document that can be used like an application form, where employees can enter text and have it submitted through a workflow for approval…is this possible using the Document generation feature?


Workflow:

Creator = Employee

First approver = manager

Second approver = HR

Third approver = specified user

Thank you so much.


Regards,

Ronna

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Answers (1)

Answers (1)

nlgro02343
Active Contributor
0 Kudos

Generally you'd use a portlet for that, not a document (as document generator is pretty much the only standard SuccessFactors one that in my understanding. It unfortunately doesn't have such parameter options). If you create a custom MDF with the right fields and put a workflow behind that on that people profile, wouldn't that serve the use case as well then (if needed in the end you can of course report on each field anyway)?