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.

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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.  

Open

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.