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Question

Question

Request User Input On Form Prior To Approval

asked on February 19, 2020

Is there a way where the person approving a form to be able to kick the form back to the original user with clarification instead of rejecting it and the user having to recreate the whole process?

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Replies

replied on February 19, 2020

Is the initial submitter of the process a user in Forms? Or is it a publicly submitted form? 

If the initial submitter is a Forms user, you can do this. After the approval task, use a gateway based on the approve vs send back decision. If the approver sends back, route the process to a user task assigned to /_initiator. That will give the initial submitter a chance to fix any mistakes and send it back to the approver. 

For a public submission, Forms cannot send a task back to the public submitter. If you collected that user's email, you could automate an email sent to them to let them know how to fix the form. You could also include some URL parameters to prefill the new submission with some of the previous values. See this documentation for details. 

6.7.0
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replied on March 6, 2020

Thank you for the help.  

I was able to get forms to populate with some of the data but how would this work if there were attachments originally part of the original form?

Thank you for your help.

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replied on February 19, 2020 Show version history

Assuming the following Form's Process:

 

User Task form options:

Exclusive Gateway:

Set the initiator's task assignment to the Initiator system variable:

And if you set the Approve and Reject with the same names, then you can pipe it back through the same exclusive gateway:

 

 

 

 

 

 

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