Invoice Approval Workflow Program
Setting Up The Form
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The Invoice Approval form needs a single sheet. The sheet should include basic Invoice information, the invoice, and how it should be coded, as shown below.

In this article you complete the following tasks:

Create a new sheet.
Add a link to the Account Menu to "Create Invoice Approval Request."
Set up the Design of the sheet.
Define the Home description used for each Invoice Approval request.

Your first task is to create the sheet. Click (admin), (Account Editor) bubble, Copy Center, and Create New Design. Select a blank template, title it Invoice Approval, and place yourself on the document. Save it too.

Then, before you design your sheet, add a link in the Account Menu to create a new request . Open the Account Menu and click the small (admin) button at the top. Then click [+] to add a new entry, give it the title "New Invoice Approval Request," and select Create Document. Then select the Invoice Approval design and Save. Now you can bring up the Invoice Approval form from the Account Menu -- and so do the users too.

To set up the sheet you'll want to set up the cells below.

Sheet Title Area -- Set up as RTF Display cell.
Vendor Name - Set up as a Long Text cell.
Invoice Number - Set up as a Long Text cell.
Invoice Amount - Set up as a Currency cell.
Invoice Date - Set up as a Date cell.
Invoice - Set up as Attachment cell.
Total on Invoice - Set up as a Currency cell.
Total to Pay - Set up as a Currency cell.
The Cell Table
Item Description - Set up as a Long Text cell.
Segment - Set up as a Short text cell (Rename as needed)
Segment - Set up as a Short text cell. (Rename as needed)
Segment - Set up as a Short text cell. (Rename as needed)
Amount - - Set up as a Currency cell.

Use the Form Editor to create these cells. For help, see the articles about using the Form editor.

After assembling the cells, you will want to set up the information used on the Home page to describe the form. To do that, create a new Long text cell at the top of the page. Call it HomePageDescription. Don't worry about it affecting the design of your form. You'll hide this cell later. To create the home page description you want to add a spreadsheet formula to the cell that calculates its contents from elements on the sheet.

For example, you may want a home page description that includes the vendor name, invoice number, and invoice date as shown below.

InvVendor = AB
InvNumber = AC
InvDate = AE
MyTitle = InvVendor & ", Invoice " & InvNumber & "(" & InvDate & ")"
RETURN MyTitle /RETURN

Set up the spreadsheet calculation and test it. Once it looks good, you want to set it up as the cell the account uses for its Home page description.

Click (admin), (Form Editor), and Design. Select Title & Description and Home Page Description. You will get the screen below.

Click Change and change the cell used from WS, to the HomePageDescription cell. Now the account will get its descriptions from this cell. Finally, you want to hide the cell. Click (admin), (Form Editor), click this cell, Select Hide and hide it.

You now have an Invoice Approval form, a link in the Account Menu to create a new requests, and a Home page description for each request.

In the next article you add the calculations needed for the Invoice Approval form and set up its flow.

Invoice Approval Workflow Program - Stats
Number of Sheets	1
Number of Calculations	4
Lines Of Code	18
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