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Review will allow you to see the completed form.
The Status option will allow you to see where the form is at in the workflow process, including comments that were made when the form was approved or denied in a previous step.
The Status option also supports a few actions including the ability to:Skip the step.
View Step in Workflow Builder to review the configuration of the workflow process.
Resend Notification will allow you to send the approver in the workflow another email notification. It will also track the last time a reminder was sent when you hover over the button.
Reassign will allow you to reassign the step to another person by selecting an individual, along with a required comment. See details below.
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All information within the form will be included in the exported PDF; including Sections marked 'Office Use Only'. |
Document List Filtering:
When utilizing the Document List in an app/form there will be times you want to narrow down the results by various form attributes to get the desired documents. You can utilize the Filter option in the top header to narrow down the results:
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Once you click on the Filter option a side drawer will open where you can add your desired filters:
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Fields in the filter drop down will be contain Active Fields that are on the most recently published form, Inactive Fields, Nested Logic, and Meta Data Fields.
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Users will also have true relative date filter options that will calculate relative to the date they are run. For example, a "Proposal submitted this month" will always display proposals submitted in the month the view is being run. By default, the 'This Week' option is defined by the week starting Sunday and 'This fiscal year' is defined by the year starting in July.
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