You are viewing limited content. For full access, please sign in.

Question

Question

Alter Approve Button Action To Save Form As Draft Instead Of As A Completed Task

asked on December 23, 2024

Hello,
I have a form for scheduling weekly itineraries for review and approval.
Once approved, it is saved and the task ends. This works well.
The problem however is that after a form has been approved and task completed, 
there is sometimes need to retrieve the form and then adjust some information
on the form and then save it as completed.

Since retrieving a form with completed task is a complex route to take,
1. how can i adjust the approval button action of the final approver to return the form to a saved task rather than a completed task. Or to save the form as draft in the inbox.?
2. Is there a way to pick the form from draft and then mark it as completed task.
Or is there a better way to handle this?

Please help!

0 0

Replies

replied on December 24, 2024

How do you know that an edit is needed? Is there a timeframe for how long a form should wait to see if it needs edited before continuing to completed?

1 0
replied on December 23, 2024

Hello Adeyemi,

If I'm following correctly you'd like to be able to save the form for later as a task in the submitter's inbox after the submit button has been clicked.

We have multiple forms that now use a 'save for later' loop that simply uses the same starter form (can be any form in the process) that has a radio button to select for if the form is ready to be sent to the customer, which is in both the 'Form Submission' and 'CPA - <name>' tasks pictured below.

 

This then goes down the first gateway if 'No - Save for later' is selected.

 

What this does is save that first form as a task in the submitter's inbox with whatever their last inputs were. The benefits of this instead of the inbuilt 'save as draft' option (especially in 10.4) is that it can be reassigned if needed, and has the action history in the instance. 

Hope this helps points you in the right direction. I find it much easier to keep a form in progress than to retrieve and edit data in it by using gateways and mandatory RB fields to determine the branch to follow.

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.