🏖️ One‑Click Approvals: Build a Vacation‑Request Workflow with Laserfiche Forms (30 min DIY)

Need a simple approval flow without waiting on IT? Let’s build a vacation‑request form your team can use today—zero coding required! ⛱️

Part 1: Design the Form (10 min)

1. New > Process > Form
   Name it “Vacation Request”.

2. Drag Fields

   • Employee Name (Auto‑fill)

   • Dates Off (Date Range)

   • Backup Contact

   • Reason/Notes

3. Add Fancy Touches

   • Use Field Rules to hide Notes unless Days Off > 5.

   • Insert your logo 🎨 for brand polish.

Part 2: Route for Approval (10 min)

1. Create Step: Manager Review

   • Assignee: Manager (lookup via employee profile)

   • Task due: 24 hrs ⏰

2. Decision Paths

   • ✅ Approved → HR Archive

   • ❌ Denied → Auto‑email employee with reason.

Part 3: Notifications & Tracking (5 min)

• Email Tokens pull field data into messages:
  “Hi , your request for was approved.”

• Dashboard Widget: Add a chart of Days Off by Department for managers. 📊

Part 4: Test & Publish (5 min)

• Submit a mock request.

• Approve/deny to ensure emails & archive routes fire.

• Click Publish and share the link with your team (or embed in SharePoint/Intranet). 🌐

🎉 Done! In half an hour, you’ve eliminated paper forms and mystery PTO tracking—leaving more time to plan that beach trip. 🏝️

🚀 Ready to Level Up?

Share these guides with your crew, bookmark them for quick reference, and watch productivity soar. Have questions or want a deeper dive? Drop them in the comments and let’s keep the learning going! 💬