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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:

  1. 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.
  2. 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

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