Page Comparison

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There are two common reasons for this. The first is that often times flow workflow designers create a flow workflow by first creating a form and then dragging that form into the flowworkflow. This is good design practice. However it's also common to name the flow workflow the same name as the form. It's easy to make the mistake when testing the flow workflow to click the "test" button on the form rather than on the flow workflow of the same name. First make sure you're not making this mistake

Another reason is that your  and users database were incorrectly created. If you cannot get any flow workflow to appear on a task list revisit the installation instructions and ensure that your  and users database were created with UTF8 encoding.

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Move a saved form from one user to another? 

Only tenant/flow workflow admins or a designer user can move a saved form from one user's task list to another user's task list. Only the teanat admin can searh for tasks locked by specific users. Imagine Joe in the mortgage processing department is out sick and he has a loan application he began to process and clicked "Save" to finish later. Below are the instructions for the tenant admin to follow to Joe's saved mortgage application to another person's task list:

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1. Login to your tenant as the tenant admin
2. Click the Home link in the upper right corner of the page (to the left of the LOGOUT link)
3. Click the Tasks tab
4. Click the  search icon
5. Select the form you're searching for from the Form/Flow Workflow dropdown
6. Select Pending from the Submission Status dropdown
7. Click Submit
8. View the results and click the  modify icon
9. Select a person you want to reassign this task to from the Assign to a different user dropdown OR select the Reset to Step
10. Enter a reason
11. Submit the modify form

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The same steps can be performed by a non-admin user. However the only forms that a non-admin user will find in the search results are those that this user actively participated in filling the form. A form that was on a user's task list because it was sent to a role this user happens to be a member of, but another user performed the task, will not appear in this user's search results.

Abort a saved or pending form or

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workflow?

Tenant and flow workflow admins or the designer user that created a workflow can abort workflow tasks. Aborting a workflow task removes that task from users' task lists. 

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To Abort all tasks pending for a specific flowworkflow:

1. Select the flow workflow name from the Form/Flow Workflow dropdown
2. Select "Pending" from the Submission Status dropdown
3. Submit the search form

Now to abort the form/flowworkflow. See the results returned by the search form:

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The task will be removed from the user(s)' task list. Use caution as an abort form or flow workflow cannot be resumed. 

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Workflow Admins and Designer Users

Flow Workflow admins and designer users do not have the option to search for tasks locked by a user. 

To Abort all tasks pending for a specific flowworkflow:

1. Select the flow workflow name from the Form/Flow Workflow dropdown
2. Select "Pending" from the Submission Status dropdown
3. Submit the search form

Now to abort the form/flowworkflow. See the results returned by the search form:

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The only user that has the permission to actually delete completed tasks -- those in the Submitted state -- is the form/flowworkflow's designer. See viewing and managing submissions.

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1. Manually reassigned/aborted by the tenant/flow workflow administrator
2. The task was assigned to a role and another user with that role clicked on the task to perform it.
3.  can monitor workflow tasks that must be started or completed within a certain time limit. When the specified time limit is reached, the task may be reassigned to another user.

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