Click the  icon on the Task List to search for a form you have saved and want to continue, that you have submitted in the past, or to search for a flow you have participated in. You can narrow your search to specific forms or flows, a date range when you performed a task or only tasks that ended with errors. You can check one or more task states (Saved, Submitted, WAITING, PENDING, ABORTED)  include/exclude tasks from the search results.

Search will only show tasks that the user has participated in.  

Users with flow admin permission are able to search for tasks that were performed by other users. One very common function is to search for tasks that are locked by a particular user so that the flow admin can modify them and reassign them to another user or role -- for example if a person goes on vacation and you need to move a saved or pending form or flow to another user. 

If no matching tasks are found as a result of your search, you will see this message:

Saving forms/flows to complete at a later time

Users may not have all the information required to complete a form/flow in a single session.  offers a Save/Load feature that adds a Save button to the bottom of the form: Users can  partially complete forms/flows including leaving required fields blank and even having invalid data in form fields then click Save. The partially completed form is saved to the user's Task List. Later the user can re-open the form either in the same browser or a different browser or even from a different computer, and reload the partially completed form and continue working on it. You can save the form/flow as many times as you like. Clicking the  Saved Tasks icon displays all tasks partially completed by the user. Each time the Save button is clicked is tracked by creating entries in the Audit Trail. Saved forms are not the same as submitted forms. Saved forms do not appear in the Submissions Repository. Saved forms can contain invalid data and also contain required fields with no values yet entered. When such a form is re-loaded the missing and invalid values are again flagged as such by . And the form cannot be submitted (the submit button will be grey'd out) until corrections are made to those fields. 

Follow these steps to Save a form:

1. Logon to your  space as f_tom.
2. Select a form/flow from the tab you created. Fill in some parts of the form/flow but do not complete it. Click the Save button. The "Save Successful" message will display.
3. Click the  icon to display your Saved forms.
4. Click the Perform icon. Add some more information but do not complete. Click the Save button. The "Save Successful" message will display.
5. Save the form a third time then complete the form/flow.

 offers the flow designer many ways to send emails from workflows. You can:

• Configure Task Notification emails - users receive an email informing them that there is a task on their Task List that requires their attention.
• Send an email when a flow is completed. This email is configured through the Doc Action wizard and can be customized.
• Send an email when one of the steps in the middle of the flow is executed. This email is configured through the Activity Doc action wizard and can be customized.
• An email is sent to a user when a task is rejected. This is an automatic function of the rejection feature and the email cannot be customized at this time.
• Escalation emails - tasks must be completed before a deadline. Designers configure the users that receive reminder emails and an email that is sent when the deadline expires.
• Route a workflow to someone who does not have a Live Forms login (anonymous user) - discussed below:

The Email in the flow designer palette is ONLY used to route a workflow to someone who does not have a  login(anoymous user). It does send an email to the anonymous user that contains a link to the step in the flow that the anonymous user performs. The anonymous user completes the step and then the workflow is routed back to a user who must login for the workflow to continue. Examples of  workflows that would have an an anonymous email step would be a request to an outside vendor for a quote, or a Purchase Order that is sent to the customer for approval. Refer to the Flow Tutorial for step by step instructions to implement this feature for a Purchase Order workflow.

Flow Processing Modes

The Navigation toolbar provides the ability for a user to navigate back and forth between the steps of a workflow. This is helpful if the user needs to return to a previously competed step to make a correction or review the entered data. Editing of previously completed steps in a workflow is no longer possible if the previous step was completed by a different user than the current user. Previously completed steps are now rendered as read only unless it is a prior step for the same user, with no intervening steps belonging to another user. This feature is referred to as View mode.

Navigating through completed steps rendered in View mode using the the Continue button, skips completed steps such as HTTP Wait Notify  and anonymous Email. Configured document actions are not re-executed in View mode.

Let's consider the example of a new Employee On Boarding workflow, configured with the navigation toolbar. The first 4 steps in this workflow are referred to as a screenflow since they are all completed by the new employee. The screenflow in this example, consists of an Employee Information, W -4 Allowances, Education, Summary and Confirmation forms. New employee, Tom, realizes when he gets to the Confirmation step(4) that he needs to make a correction on the Allowances step (2).

Tom clicks the Allowance step in the navigation toolbar or the details button on the Summary step and is able to edit the data to make his correction. Tom clicks the Continue button to return to the confirmation step, signs the confirmation form then sends the workflow to his manager.