Workflow Settings
Several workflow settings are available to improve your app's workflow. You may want to consider these settings prior to publishing your form.
Allow workflow reviewers to edit
This setting defines whether people involved in the workflow can edit form fields or only view them. Individual steps can then override this setting, if needed.
Show Workflow Status on Submissions
Enabling "Show Workflow Status on Submissions" will allow the form submitter to view the workflow status of their submitted form. With this access they will be able to see what step their form is on, who is assigned to approve it, and any comments that have been made.
Send reminder email notifications
An admin can configure workflow steps to send out automated reminders to the original approver of a step to remind them that they need to take action on a step. You can edit the frequency to a one-time notification after X amount of days, or a recurring notification after x amount of days after initial notification.
The bell icon indicates that this step in the workflow has automated reminders configured.
Disallow Approvers to Deny Submissions
By default, every workflow step has the 'Deny' option that will allow users to deny (or disapprove) the document. However, if you don't want users to have this option in the app workflow you can toggle this option to disallow Deny.
Disallow Reviewers to Send Back to Previous Steps
By default, every workflow step has the option to send back a document to a previous step in the workflow. However, if you don't want users to have this option in the app workflow you can toggle this option to disallow send back. When this is toggled users will not see the 'send back' as an option in the document when it's in their Action List.
Disallow Reviewers to View Workflow Status Page
By default, every user in the workflow will see the workflow details - including prior/future workflow steps and any comments added. This setting defines whether people involved in the workflow can view the workflow history of the document, including comments from other reviewers.
Save a copy of all email notifications sent
When this setting is enabled, all future notifications sent by workflow will be saved as entries in the workflow status tracker. This will allow you to have a full history of notifications sent. NOTE: This history is available if the document is opened from the Document List or Action List.
Allow app admins to bypass workflow
The Bypass Workflow option is a time-saving feature for app administrators who need to move documents through workflows more quickly. Rather than manually advancing each workflow step, admins can bypass the entire workflow. Once enabled, additional options will appear to app admins in the Document List view.
When a document has the status of In Progress or Draft, and the bypass feature has been enabled in Workflow Settings, an admin can open the document from the Document List and take the Bypass Workflow action.
Once the bypass has been completed, you will need to refresh the page or return to the document list to see the change in the status or see the workflow history.