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Question

Question

Downloading a Submitted Form

asked on September 19, 2019

Hi,

I created a form with an approval process. Basically it starts by the user completing the form then submitting it. It flows to the next step where an Approver approves the form. Once the form approved, it will be saved into the repository. Lately users who submit the forms requested access to the forms they submitted before the approval process is concluded.

Some of the users closed the confirmation screen that displayed the thank you message and the link to the form, which prevented them from downloading the completed forms. I did not setup the workflow to send a confirmation email to users who submitted the forms.

Is there an alternative way to download the forms while the form/business process instance is still running?

Thank you.

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Answer

SELECTED ANSWER
replied on September 19, 2019

The completed list shows all instances that you initially submitted OR ones you participated in. You can use the action history on the right to see forms submitted at previous steps in the process, so for approval tasks you completed, you can go back and see the initial message start event form. 

You can also find the completed user task from the Monitor page either in the instances side or tasks side. 

That said, this print functionality is only available in 10.4.1 and forward. 

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Replies

replied on September 19, 2019

What version of Forms are you on? In 10.4.1 we add the ability to print forms from any user task or submitted forms. A user can go into their Inbox, go to the Completed tab, and find the form they submitted that they wish to print. Once you open up the form, the print button should be there. 

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replied on September 19, 2019

Hi Jared,

Thanks for your quick response. We are on version 10.3.0.975.

In the Inbox, I do not see completed tasks by the Submitter. My assumption for the reason is that they are not assigned any task, they are the initiators of the process.

Even if I go into the Approver task, I do not see any option for downloading or printing the form.

Thanks.

 

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SELECTED ANSWER
replied on September 19, 2019

The completed list shows all instances that you initially submitted OR ones you participated in. You can use the action history on the right to see forms submitted at previous steps in the process, so for approval tasks you completed, you can go back and see the initial message start event form. 

You can also find the completed user task from the Monitor page either in the instances side or tasks side. 

That said, this print functionality is only available in 10.4.1 and forward. 

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replied on September 19, 2019

Thank you. We are look into version 10.4.1

I am impressed with its functionalities.

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