Time Off or Vacation Request Form - Employee followed by Manager

Support
1

Looking for a bit of “best practices” suggestion here.

We have a Time Off or Vacation Request form that is being digitized.

It has two steps:

  1. Employee fills in their information and requested dates, then signs and submits.

  2. Manager gets notified, reviews employee’s submission, then adds their information, signs and submits. Upon this final submission a PDF copy of our filled in form should be generated.

We will want to reuse the link so we can post it for any employee to use any time. There is no real need to save the information between submissions.

I have imported our form as a Document, and used the Migration Tool to build the initial Form.

Initially I had Email Integrations checking to see if the EmployeeSignature field had changed (was signed?), and if so to email the manager with the link to edit the form, and then if the ManagerSignature field changed (was signed?) to generate the PDF from the Document and email the Manager.

So far I have not been able to get that to trigger, so I started playing with Logic and then splitting the Form into 2 steps, and now I am wondering if I am overthinking this whole things.

I am open to suggestions.

Thanks,

– Dion