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Examples of Approving/Rejecting workflow tasks and Important topics about the behavior of workflows are discussed below. You can find more examples of using Approval workflows in our Workflow Templates chapter.

Refer to Testing Workflows for information about testing them.

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Live Forms provides a method to show validation errors at the time of submission. Click on the Continue or Finish button in a flow that contains invalid data or required fields that are empty and the invalid controls are highlighted with a background color. Refer to this documentation for the details. 

Approval Flows

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Unsaved Changes Warning Message

Users, filling in a lot of data in a long flow, may loose that data if they close the browser/browser tab without saving or submitting. Browser messages will popup to confirm or cancel the window\tab closing action to avoid the loss of data. Refer to Unsaved Changes Warning Message topic to see how this feature works.

Designers should consider the Save on Navigate feature for workflows if you want to save entered data when the browser is closed before Saving or Submitting.

Approval Flows

Approval workflows are very easy to automate in . The requestor requester 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. 

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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:

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