This is the documentation for ConfiForms Server/Data Center app
However, this might also work for ConfiForms cloud and in most cases it does. But please see this page to understand the differences between server and cloud versions of the ConfiForms app.
In this tutorial you will learn how to configure ConfiForms to provide sequential approvals workflow.
We will have 3 user groups who should be able to approve a proposal in a sequential way, one by one and only when a proposal is in a certain state.
3 user groups (security groups in Confluence) are as follows:
- devs - developers security group
- pm - project managers group (gives approval after the DEVs)
- fin - finance (gives approvals after the PMs)
The form is very simple and has 2 common fields to capture the proposal text in a plaintext format and to set a readonly field to show the proposal approval state as a text.
For each user group we will setup own field control of type "checkbox" to change current approval state to next state. Fields are restricted to be editable by certain user group only
So in total we will have 5 fields here: