Invalid Form Notification for Users

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 ( Buttons are greyed out), the message shown below will display. This alert is very helpful to users when trying to determine why a step in the does not submit.

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Unchecking the enable if valid on the submit button of a form will not result in the alert and an invalid form will be submitted. You will not see this message if you enable the Fast Finish feature in your work flow.and the invalid controls are highlighted with a background color. Refer to this documentation for the details. 

Approval Flows

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