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Quick View will display the appropriate Approval Control section of the form to the right/below the task list. An Approval Control is any section in the form that contains a text area control directly inside of it. It can be named anything. The section cannot have any other control in it and it can be anywhere in the form with one exception - nesting an approval control inside a repeat or a signed section is not allowed. Regular text digital signatures for the approval section are supported. Let's consider a Leave Approval workflow with two activities: the first activity is a form which collects the pertinent information about the Leave request - employee name, starting date and duration of leave, etc. This step can be filled out by any employee requesting a leave. The second step in the flow is a form that has a section named Manager Approval with a text area control for comments. The designer has setup the Quick View feature for this step in the flow and assigned the role of manager to it. When a manager clicks on the Quick view icon, the approval control in the form will display as shown in the image below.
You will see the following on the Quick View Screen:
- A summary text area that can be used to give a description of the task at the top. This is configurable by the designer and can be templatized via the "control" dropdown. See Setup Quick View for the details.
- A text area in which the person who is viewing the task can enter a comment. Entering a comment on the Quick View screen is the same as typing the comment directly into the form.
- Approve button. Clicking this displays the message "Task successfully approved" and moves the workflow along to the next step. The task will disappear from your task list.
- Reject button. Clicking this rejects the task and sends it back to the immediate previous step. The message "Task successfully rejected" will display.
- Details button. Clicking this will display the form as usual. This action is identical to clicking on the perform this task icon. Clicking on the Details button will lock the task.
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- The task can be continued (displayed for saved & pending events, and pending flows)
- This task was modified and reset to this step
- This task was finished
- The task is paused (displayed for saved forms/flows)
- The task is aborted
- The task has been reassigned to another user or role by an administrator.
Here is the event history for a workflow that was initiated by an anonymous user ("By: "). Next the task was performed by the user m1. Next user s1 modified the task and reset it back to a step previously performed by user m1. This workflow now resides on the task list of user m1.
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The image below shows the Task List of Manager Jill Burns after Manager Jerry Mouse has claimed the Leave Approval submitted by employee Tom Cat. Note that the error message shows the user who has locked the task, in this case, Jerry. You can also hover over these icons to display a tool tip with the username of the person who currently has this task locked. If a task is currently locked, the last entry in the audit trail will show who locked it and when.
You can ask that person to unlock the task if you want to perform it. You can also ask your tenant administrator to unlock a task.
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Modify A Task
A workflow can be sent back to a person who performed one of the prior step by clicking the 
icon. The reset action can be done by any user that has the task pending on their list.
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In many real world workflows such as a loan or job application, the first one or more steps are often performed by people that do not have a user account in the tenant. You currently cannot send the workflow back to this person. The task can only be sent back to a person with a user account in the tenant.
By Admin
The tenant admin user has special modify permissions. In addition to reset to stepYou cannot reset a task to an activity with a precondition. All signatures in activities along the way will be removed - the user will have to sign again. You cannot reset a task to a Summary activity.
By Admin
The tenant admin user has special modify permissions. In addition to reset to step, the tenant admin can:
- Abort a pending task
- Reassign a pending task to a different user
- Reassign a pending task to a different role
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Search history only displays forms and workflows which have the "show in history" property enabled. This property is configured by the form or workflow designer. If you don't see a form appearing in your history, contact your tenant administrator or the form/workflow designer and ask them to enable this feature.
You can narrow your search to specific forms or flows and also to a specific date range when you performed that task, submission status and only tasks that ended with errors.
Workflows only appear in your search results if you performed one or more steps in the flow. Workflows will NOT appear in your search results just because it was at one point in time on your task list but was performed by a user other than you. For example if a workflow is on your task list because you have the role (ex: Managers) to which a particular flow step is assigned, but this step is performed by another user with that role, then this task will not appear in your search list.
Search History - By Admin
When you click the Submit button, the Search Results will display. You may notice the 
Refresh icon is no longer visible. This is as designed. There is no Refresh capability available for Search results.When you click the Cancel button, you will see the message "Your search was cancelled" and the Task List is accessible.
Search History - By Admin
The tenant admin user is able to search for tasks that were performed by other users. The search history form for the tenant admin has several additional search criteria fields.
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Here is how the an embedded tasks list looks. Even when embedded, the task list is always protected by a login dialog. So if you have not already authenticated to you will be prompted to enter your username and password. The login then automatically redirects each person to their own personal task list.
For this version, embedding the task list successfully into an HTML page requires setting its width. See URL Parameters for more details.