Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column

When you click Test Image Modified icon  will display your flow in “Use Mode”—in other words, the flow will appear and behave exactly as it will when users access it. To test the flow, just complete it as your users would and click Submit. Test mode allows you to view your flow as it would appear on a desktop, iPad or iPhone. Refer to Testing Forms for more information about Test Mode views.

Tip

The Flow Tutorial is a fabulous way to learn how to test your flows.

Column
width240px

On This Page:

Table of Contents

...

Unchecking the enable if valid on the submit button of a form will not result in the alert and an invalid form will be submitted. You will not see this message if you enable the Fast Finish feature in your work flow.

Approval Flows

Approval workflows are very easy to automate in . The requestor fills out the original form (or set of forms) electronically and the flow is then routed it to the appropriate person or persons according to the desired business scenario. They’re notified with an email and can take action instantly using any device e.g. instant approval using a smart phone. E-signatures are collected and pdfs can be generated along the way.  offers multiple integration options so you can save your data. 

Image Modified

Approving a Task

Reviewing a task for approval is very easy in  using the Task List. The approver can use the  Quick Approval or the  Perform icons to  display the approval step. Quick Approval displays a Quick View of the task without displaying the entire form. It allows the user who's responsibility it is to review the task (manager, supervisor, reviewer etc.) to add a comment, approve or reject, sign and pass it to the next user in the flow. This works well on mobile devices. Of course, if the approver wants to see the entire form they can click the Details button.

 Follow these instructions to approve a task for the flow that you downloaded:

...