7. Advanced Features

7.1 Timesheet

Description: The Timesheet feature allows users to log time spent on various requests or form-related tasks. It helps track user effort and ensures transparency.

Usage:

1. Navigate to the Timesheet form to submit worksheets.
2. Select a date and input task details, including time spent and linked request/form.
3. Submit the entry to save your work log.

Timesheet Filling Usage

7.2 Timesheet Reports

Description: Each form has its own Timesheet Report accessible from the Form Dashboard, providing insights into user-level efforts and time spent per request.

Usage:

1. Go to the Form Dashboard and select a form.
2. Open the Timesheet Report tab specific to that form.
3. View time logs submitted by all users for that form.
4. Download the report if export options are enabled.

Tips & Notes:

• This report is not available under the general Generate Reports section.

Timesheet - Data export available in the Timesheet Dashboard.

7.3 Task Performer Role

Description: The Task Performer role is designed to support and track offline activities performed by a designated individual as part of the request workflow. This role is typically involved both at the beginning (for initial verification) and at the end (to record actual execution).

Usage:

1. The Task Performer receives the request at a designated workflow stage for initial verification.
2. After approval is completed by all assigned roles, the request returns to the Task Performer.
3. The Task Performer updates the request with details of the offline work performed.
4. The Task Performer can update the final cost incurred for completing the request.
5. Customized statuses can be defined by the Task Performer to reflect different activity states.
6. These dynamic statuses are configurable as part of the workflow setup.

Highlighted represents Dynamic status for Task Performer

Configure Dynamic Statuses at Task Performer Level.

Tips & Notes:

• The Task Performer can return the request to the Creator for corrections if needed.
• This role is essential for capturing real-world execution and closing the loop in operational workflows.
• Ensure dynamic statuses are predefined during workflow configuration for smooth task updates.
• Cost tracking should be reviewed as part of reporting and audit trails.

7.4 End Workflow at Any Stage (Condition-Based)

Description: This feature allows administrators to configure workflows that end after routing to a specific person or role when certain conditions are met. Instead of continuing through all remaining stages, the workflow is redirected, completed with the designated approval, and then ends.

Usage:

1. Open the Workflow Designer for the selected form.
2. Add or edit a stage in the workflow.
3. Define a conditional route (e.g., “If Amount < $500, route to Manager for approval”).
4. Toggle the “Should Flow End Here” option for that stage.
5. Save the workflow configuration.
6. When the condition is met, the workflow routes to the assigned approver, and once approved, the workflow ends automatically.

Tips & Notes:

• Ideal for fast-tracking approvals for low-risk or low-value requests.
• Reduces unnecessary workflow steps while still ensuring accountability.
• It can be combined with SLA and notification settings for better governance.

End Workflow at any stage (Condition-based)