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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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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. You 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:
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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.