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Examples of Approving/Rejecting workflow tasks and Important topics about the behavior of workflows are discussed below. - In-house customers can find more examples of using Approval workflows in our Workflow Templates chapter.
- Cloud customers will see several pre-built workflow and form templates when you sign in to your account. All workflow templates in the Cloud come with short Guided Tours. that automatically launch, and are intended to show you how to run the workflow.
Refer to Testing Workflows for information about testing them. |
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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 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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