Click the  icon on the Task List to search for a form you have saved and want to continue, that you have submitted in the past, or to search for a workflow you have participated in. You can narrow your search to specific forms or workflows, a date range when you performed a task or only tasks that ended with errors. You can check one or more task states (Saved, Submitted, WAITING, PENDING, ABORTED) to include/exclude tasks from the search results.

Search will only show tasks that the user has participated in.  

Select a Form/Workflow from the dropdown and Filter Form/Workflow by Data table becomes visible and enabled. You can use this table to optionally select fields that are set up as Searchable Fields in your form/workflow by the designer as search criteria.

Tenant Admins and users with workflow admin permission are able to search for tasks that were performed by other users. One very common function is to search for tasks that are locked by a particular user so that the workflow admin can modify them and reassign them to another user or role. For example, if a person goes on vacation, the workflow admin may need to move a saved or pending form or workflow to another user. 

If no matching tasks are found as a result of your search, you will see this message:

View My Task

Users logged into  are able to view workflow steps that they performed by clicking on the icon in the Audit trail. When you are viewing your task, you may notice the read-only view watermark. This is to remind you that you can view the information but can not make changes to it.

You will not see this icon for rejected tasks, tasks that have been reset/reassigned/aborted by a tenant or workflow admin, or tasks that have been saved to your Task List.

Let's say you submitted a Leave Approval Request to your manager and you want to view the information that you entered. You are not sure if your manager has approved it or if your request is pending your Manager's approval (pending state).

Here is how you find it:

1. Login to your tenant
2. Click on My Tasks or Task List under Important Items if you are using a space
3. Click the Search icon
4. Select the workflow from the dropdown
5. Search for your task in the Task List
6. Click the to display the Audit Trail
7. Click the View icon to see the data that was entered
8. Click the  Audit Trail icon again to return to the Task List

Refer to View My Task for additional information about viewing tasks when workflow steps are performed by the same user or sent to an anonymous user.

Saving forms/workflows to complete at a later time

Users may not have all the information required to complete a form/workflow in a single session.  offers a Save/Load feature that adds a Save button to the bottom of the form: Users can  partially complete forms/workflows including leaving required fields blank and even having invalid data in form fields then click Save. The partially completed form is saved to the user's Task List. Later the user can re-open the form either in the same browser or a different browser or even from a different computer, and reload the partially completed form and continue working on it. You can save the form/workflow as many times as you like. Clicking the  Saved Tasks icon displays all tasks partially completed by the user. Each time the Save button is clicked is tracked by creating entries in the Audit Trail. Saved forms are not the same as submitted forms. Saved forms do not appear in the Submissions Repository. Saved forms can contain invalid data and also contain required fields with no values yet entered. When such a form is re-loaded the missing and invalid values are again flagged as such by . And the form cannot be submitted (the submit button will be grey) until corrections are made to those fields. 

Follow these steps to Save a form:

1. Logon to your  space as f_tom.
2. Select a form/workflow from the tab you created. Fill in some parts of the form/workflow but do not complete it. Click the Save button. The "Save Successful" message will display.
3. Click the  icon to display your Saved forms.
4. Click the Perform icon. Add some more information but do not complete. Click the Save button. The "Save Successful" message will display.
5. Save the form a third time then complete the form/workflow.
   
   

 offers the workflow designer many ways to send emails from workflows. You can:

• Configure Task Notification emails - users receive an email informing them that there is a task on their Task List that requires their attention.
• Send an email when a workflow is completed. This email is configured through the Doc Action wizard and can be customized.
• Send an email when one of the steps in the middle of the workflow is executed. This email is configured through the Activity Doc action wizard and can be customized.
• An email is sent to a user when a task is rejected. This is an automatic function of the rejection feature and the email cannot be customized at this time.
• Escalation emails for tasks that must be completed before a deadline. Designers configure the users that receive reminder emails and an email that is sent when the deadline expires.
• Route a workflow to someone who does not have a Live Forms login (anonymous user.) Refer to the Workflow Tutorial for step by step instructions to implement this feature for a Purchase Order workflow.

Clicking the link in the Anonymous Email more than Once

For example, imagine a New Listing Agreement workflow where the Real Estate agent can elect to send an email to the seller (anonymous user) to collect the property details. In this scenario, the agent fills in steps 1 and 2 of the workflow supplying the Seller's email address. The Seller receives an email with a link to the first anonymous step (Seller Information). The Seller clicks on the email link, completes the Seller Information and Property Information steps then the workflow is routed back to the agent for review.

In the designer, the workflow would look like this: Notice the Seller and Property information steps represent a screenflow since they are both filled out by the same person (Seller).

Let's say the Seller completes the Seller Information step then closes the browser. When the seller clicks on the link in the email again, the Seller will be directed to the Seller Information step.

If the Save on Navigate property is checked for this workflow then the anonymous user is brought back to the workflow at the current/latest anonymous step (Property Info) when they click the email link a second time.

Workflow Behavior for Consecutive Steps assigned to the Same Role or User

The designer defines task boundaries by setting assignments (user, role or email address), so each workflow step with an assignment is considered a new task. Any subsequent workflow steps without assignment are considered part of screen workflow of the same task. If the next step is a new task and the current user is eligible to perform it, the user will be provided with a link to continue the workflow in the same screen. When the user clicks the link to continue the workflow execution, the workflow will continue like a screenflow but a new task will be created behind the scenes. Having an assignment to a workflow step strictly enforces the task boundary and it is applicable for the first step of workflow as well. 

Invalid Task Assignment

For workflows created in v9.0.x and later, when a task that is routed to a templatized user, role, or email resolves to null or empty string, the task will be assigned to the "invalid-task-assignment" userId and a notification with be sent to flow admin users (or the tenant admin user if no flow admin is configured.) This will enable flow admin users to easily search mis-routed tasks assigned to the "invalid-task-assignment" userId and re-assign to valid user.

Public forms/workflows with Save/Load or Digital Signatures

Anonymous users can access public forms that include the save/load feature or digital signatures. These features require a login. When the anonymous user clicks to save or sign, they will be prompted with the login screen.

Workflow Processing Modes

The Navigation toolbar provides the ability for a user to navigate back and forth between the steps of a workflow. This is helpful if the user needs to return to a previously competed step to make a correction or review the entered data. Editing of previously completed steps in a workflow is no longer possible if the previous step was completed by a different user than the current user. Previously completed steps are now rendered as read only unless it is a prior step for the same user, with no intervening steps belonging to another user. This feature is referred to as View mode.

Navigating through completed steps rendered in View mode using the the Continue button, skips completed steps such as HTTP Wait Notify  and anonymous Email. Configured document actions are not re-executed in View mode.

Let's consider the example of a new Employee On Boarding workflow, configured with the navigation toolbar. The first 4 steps in this workflow are referred to as a screenflow since they are all completed by the new employee. The screenflow in this example, consists of an Employee Information, W -4 Allowances, Education, Summary and Confirmation forms. New employee, Tom, realizes when he gets to the Confirmation step(4) that he needs to make a correction on the Allowances step (2).

Tom clicks the Allowance step in the navigation toolbar or the details button on the Summary step and is able to edit the data to make his correction. Tom clicks the Continue button to return to the confirmation step, signs the confirmation form then sends the workflow to his manager.

Before manager Jerry approves the workflow, he wants to review the previously completed steps to ensure all is in order. Jerry clicks on the Employee step of the navigation toolbar and is able to review the information but he will not be able to edit it.

Clicking the Continue button displays the subsequent tasks in View mode and eventually brings him back to the Manager Approval step where he can approve or reject the task.