on 2023 Mar 07 1:19 PM
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
Request clarification before answering.
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)?
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